The annual performance report of A-share listed companies is in full swing. Some companies can’t wait to release the performance forecast of the first quarter report of 2022, which has attracted the attention of many investors. Whose performance is better than expected, and who will explode the performance thunder? How to tap the investment opportunities
stock performance summary:
1 companies revise performance upward
Statistics show that compared with the median increase of net profit in the performance forecast, a total of 1 company revised its performance upward. Among them, Sino Wealth Electronic Ltd(300327) etc. increased the profit growth range without changing the type of performance forecast.
1 only st shares forecast first quarter results
Statistics show that as of April 11, a total of one st share has released the first quarter performance forecast. The type of performance forecast shows that there is one pre increase company.
institutions, shareholders and executives scramble to buy these performance surge shares
From February 12 to April 11, among the dragon and tiger list, 410 stocks appeared in the figure of institutions, of which 150 stocks showed the state of net buying by institutions and 260 stocks were sold by institutions. There were 11 stocks with a net purchase of more than 100 million yuan by institutions, and the top three were Hoshine Silicon Industry Co.Ltd(603260) , Yonghui Superstores Co.Ltd(601933) , Tech-Bank Food Co.Ltd(002124) , and the net inflow of institutional funds was 694 million yuan, 381 million yuan and 370 million yuan respectively. Among the 1196 stocks with significant growth (an increase of 50% or more) in 2021, 44 were net purchased by institutions from February 12 to April 11.
high performance growth stocks in the first quarter look ahead 92 stocks double the increase in net profit
Statistics show that as of April 11, 273 companies have released quarterly performance forecasts. According to the type of performance forecast, 224 companies are added in advance and 7 companies are expected to make a profit, and the proportion of companies reporting good news in total is 84.62%; There are 23 and 9 companies with pre reduced performance and pre loss respectively. Among the performance prediction companies, according to the median increase of expected net profit, 92 companies have a net profit increase of more than 100%; There are 67 companies whose net profit increases between 50% and 100%.
Specific to individual stocks, Zhejiang Damon Technology Co.Ltd(688360) expects the highest increase in net profit. The company’s median net profit in the first quarter is expected to increase by 413131% Henan Qingshuiyuan Technology Co.Ltd(300437) , Suzhou Anjie Technology Co.Ltd(002635) estimated median year-on-year growth of net profit is 209439% and 184496% respectively, ranking the second and third in growth.
273 shares forecast first quarter results 224 shares increase in advance
Statistics show that as of April 11, 273 listed companies have released quarterly performance forecasts. The type of performance forecast shows that 224 companies are expected to increase in advance and 7 companies are expected to gain in advance; There are 23 and 9 companies with pre reduced performance and pre loss respectively. Among the performance prediction companies, according to the median increase of expected net profit, 92 companies have a net profit increase of more than 100%; There are 67 companies whose net profit increases between 50% and 100%. Specific to individual stocks, Zhejiang Damon Technology Co.Ltd(688360) expects the highest increase in net profit.
1278 the company released its annual report 242 the performance of companies doubled
Statistics show that, as of April 11, 1278 companies have released their annual reports for 2021, of which 887 have a year-on-year increase in net profit, 391 have a decrease, 1106 have a year-on-year increase in operating income, 172 have a decrease, 839 have a simultaneous increase in net profit and operating income, 124 have a decrease in profit income, and 242 have doubled their performance, of which Sichuan Hebang Biotechnology Co.Ltd(603077) has the largest increase of 728428%
industry performance summary:
performance prospect of pig breeding and animal protection in the first quarter: pig breeding is coming to life after death the cold winter of animal protection has come to
In 2022q1, the national pig price continued to decline, with the superposition of the high price of feed raw materials and the impact of the high incidence of epidemic diseases, and the improvement of industry breeding costs was limited. It is expected that most pig raising enterprises in Q1 will suffer large losses in pig business; Dragged down by pig prices, farmers’ enthusiasm for immunization has been frustrated, and the number of batches of vaccines issued for main pigs has decreased significantly month on month. It is expected that the performance of Q1 animal protection enterprises is under pressure. We believe that the pig breeding sector is still the main line of agricultural investment in 2022. At present, the stock of fertile sows has shown a trend of de transformation. In the second quarter, the breeding continued to lose money or accelerated the elimination of sows, focusing on the direction of the trend change of pig cycle. In addition, if the pig cycle reverses or improves the prosperity of the animal insurance industry, it is recommended to pay attention to the valuation and repair opportunities of the sector.
cement industry research weekly: Q1 performance has great downward pressure demand release potential after the epidemic
We judge that 22q1 or the low point of the industry. After the recovery of Q2 epidemic, with the year-on-year weakening of the impact of coal price + the opening of price rise, the performance may improve quarter by quarter. It is still expected to achieve steady growth throughout the year and the valuation is expected to be repaired. In the medium and long term, cement has entered a period of downward demand. In the future, the industry will focus on the opportunities brought by the change of the industry’s supply side under the objectives of “dual control” and “dual carbon”: a) the policy requires that the proportion of benchmark capacity in 2025 will exceed 30%, and the industry’s capacity of 2500t / D and below is expected to withdraw one after another in the future, and the total capacity will shrink by more than 8.6%. b) The cement industry is expected to be included in carbon trading in the future. The transformation of carbon tax + emission reduction intensifies the cost pressure of small enterprises, highlights the leading competitive advantage, is expected to further expand through mergers and acquisitions, enhance the voice, and gradually raise the price center.
In the medium and long term, the cement industry as a whole may develop in the trend of “volume reduction and price increase”. After being included in carbon trading, it may accelerate the improvement of supply side concentration, and the improvement of leading share is expected to support performance growth.
auto industry weekly report: the market is trading Q2 instead of worrying about Q1 performance 23456 performance
Three main investment lines of “intelligence + high vision, new energy + independent brand” are recommended. The short-term relative return comes from the certainty of performance, which is found in companies with strong certainty in Q4 in 2021; The medium-term dimension of automotive intelligence is still the most deterministic track, and following the market adjustment is a good opportunity. The intelligent mainline is the main line, the intelligent mainline, the intelligent mainline, the intelligent mainline, and the main line, the main line, the intelligent main line, the main line of the recommended subject of the ”s Bethel Automotive Safety Systems Co.Ltd(603596) etc; The main line of Gaojing new energy, recommended targets Zhejiang Shuanghuan Driveline Co.Ltd(002472) , Jee Technology Co.Ltd(688162) , Rayhoo Motor Dies Co.Ltd(002997) , Cwb Automotive Electronics Co.Ltd(605005) , Ningbo Tuopu Group Co.Ltd(601689) , Ikd Co.Ltd(600933) , Guangdong Greenway Technology Co.Ltd(688345) . etc; Main line of independent brand, recommended targets Zhejiang Cfmoto Power Co.Ltd(603129) , Byd Company Limited(002594) , Great Wall Motor Company Limited(601633) , Fuyao Glass Industry Group Co.Ltd(600660) , Geely Automobile, etc.
new materials industry week view: focus on the long-term growth and reasonable valuation of new materials
We believe that the recent rise in market risk aversion, coupled with the regional logistics restrictions caused by the epidemic in some parts of China, has brought some impact pressure to the demand of raw materials and downstream. However, the high performance of growth industries in the first quarter is still the premise for the medium and long-term repair of the new materials sector. We should be vigilant against the coincidence of production areas and epidemic areas. It is suggested to focus on the following main lines: 1) new energy & Power Materials: wind power field Luoyang Xinqianglian Slewing Bearings Co.Ltd(300850) ; Photovoltaic field Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Anhui Xinbo Aluminum Co.Ltd(003038) ; Negative electrode material field Sunstone Development Co.Ltd(603612) ; 2) Semiconductor & Electronic new materials: special gas field Hunan Kaimeite Gases Co.Ltd(002549) ; Target field Grinm Advanced Materials Co.Ltd(600206) ; CMP field Hubei Dinglong Co.Ltd(300054) ; Silicon wafer field Tianjin Zhonghuan Semiconductor Co.Ltd(002129) ; 3) Military Industry & high-end manufacturing materials: titanium field Baoji Titanium Industry Co.Ltd(600456) ; Tool field China Tungsten And Hightech Materials Co.Ltd(000657) ; 4) Consumer & biosynthetic materials: cultivate diamond fields Henan Huanghe Whirlwind Co.Ltd(600172) , North Industries Group Red Arrow Co.Ltd(000519) ; Field of synthetic biology Cathay Biotech Inc(688065) .
