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:
313 shares forecast first quarter results Andon Health Co.Ltd(002432) expected highest increase in net profit
Statistics show that as of April 12, 313 listed companies have released quarterly performance forecasts. The type of performance forecast shows that there are 248 companies with pre increase and 13 with pre profit; There are 30 and 12 companies with pre reduced performance and pre loss respectively. Among the performance prediction companies, according to the median increase of expected net profit, a total of 109 companies have a net profit increase of more than 100%; There are 74 companies whose net profit increases between 50% and 100%. Specific to individual stocks, Andon Health Co.Ltd(002432) is expected to have the highest increase in net profit.
1364 the company released its annual report 255 the performance of companies doubled
Statistics show that as of April 12, 1364 companies have released their annual reports for 2021, of which 940 have a year-on-year increase in net profit, 424 have a decrease, 1180 have a year-on-year increase in operating income, 184 have a decrease, 888 have a simultaneous increase in net profit and operating income, 132 have a decrease in profit and income, and 255 have doubled their performance, of which Sichuan Hebang Biotechnology Co.Ltd(603077) has the largest increase, reaching 728428%.
95 GEM stocks forecast first quarter results 65 shares increase in advance
Statistics show that as of April 12, 95 GEM companies have released the first quarter performance forecast. According to the statistics of performance forecast type, there are 65 pre increase companies and 6 pre profit companies; There are 13, 4 and 2 companies with performance reduction, loss reduction and loss reduction respectively. Among the performance prediction companies, according to the median increase of expected net profit, a total of 31 companies have a net profit increase of more than 100%; There are 13 companies whose net profit increases between 50% and 100%.
how was the performance of lithium extraction concept stocks in Salt Lake in the first quarter Qinghai Salt Lake Industry Co.Ltd(000792) net profit increased by more than three times in advance Zangger mining’s net profit exceeded 7 billion
In the first quarter of this year, Qinghai Salt Lake Industry Co.Ltd(000792) it is estimated that the net profit attributable to the shareholders of the listed company will be 3.45-3.55 billion yuan, an increase of 334.98% – 347.59% over the same period of last year; The net profit after non deduction was RMB 3.433 billion-3.533 billion, an increase of 337.34% – 350.08% over the same period of last year.
In addition, in the first quarter of this year, zangge mining is expected to realize a net profit of 730830 million yuan attributable to the shareholders of the listed company, an increase of 208.15% – 227.90% over the same period of last year; The net profit after non deduction was 777 million yuan to 827 million yuan, an increase of 625.37% – 672.05% over the same period of last year
industry performance summary:
game industry comments: version number restoration medium and long term view of going to sea and metauniverse optimistic about performance and double rise in valuation
The resumption of the edition number is beneficial to the game industry chain and also boost market confidence. We look forward to the marginal improvement after the full release of the pessimistic expectations of the follow-up Internet and cultural media. Since the suspension of the edition number in August 21, the growth rate of the game reached a low point in 4q21 (the quarterly growth rate of the mobile game industry was 2% year-on-year). We believe that the resumption of version number not only injects fresh content blood into the game industry (content supply affects demand), improves the performance expectations of game companies 22h2 and 2023, but also has a positive impact on advertising (games are more important industry advertisers) and game live broadcasting. In addition, game regulation is an important part of the Internet (one of the main cash realization methods of the platform) and media content regulation. The resumption of distribution of edition numbers is conducive to changing the market’s pessimistic expectations of the Internet and media and boosting confidence.
securities industry 2022 April month investment strategy: deepening reform good performance
Under the expectation of steady growth, the reform of capital market has been strengthened, which has become a catalyst for the market of securities companies. At present, the valuation of Pb of securities companies is 1.46 times, which is in the historical quantile of 7.62%, with a high margin of safety. With the promotion of capital market reform and the growth of residents’ demand for wealth management, securities companies usher in new opportunities for development. Under the background of capital market reform, leading securities companies have advantages in capital strength, risk management ability, research pricing ability and business layout. It is suggested to pay attention to leading securities companies Citic Securities Company Limited(600030) , Huatai Securities Co.Ltd(601688) ; In addition, it is also suggested to pay attention to China stock market news, a model of Internet brokerage with unique track, and Guolian Securities Co.Ltd(601456) .
coal mining industry brief review report: the growth of steel demand drives the high price of coking coal
The performance forecast of the first quarterly report of some coal enterprises disclosed that the performance of rising coal prices increased significantly year-on-year Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) released the performance forecast for the first quarter. It is estimated that the net profit attributable to the shareholders of the listed company in the first quarter will be about 900 million yuan, an increase of 395 million yuan compared with the same period of last year, an increase of about 78.22% year-on-year Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) it is estimated that the net profit attributable to shareholders of Listed Companies in the first quarter will be 850950 million yuan, an increase of 623723 million yuan, an increase of 274.73% to 318.82% Guizhou Panjiang Refined Coal Co.Ltd(600395) in the first quarter, the coal sales revenue was 2.81 billion yuan, with a year-on-year increase of 66.4%, and the gross profit was 1.06 billion yuan, with a year-on-year increase of 107.1% Shaanxi Coal Industry Company Limited(601225) announcement estimated that the net profit attributable to shareholders of Listed Companies in the first quarter was 5.1 billion yuan to 6 billion yuan, an increase of 1.727 billion yuan to 2.627 billion yuan compared with the same period of last year, an increase of 51.22% to 77.91% year-on-year.
agriculture, forestry, animal husbandry and fishery industry week view: the production capacity of fertile sows is accelerated continue to recommend the breeding industry chain
The bottom of pig price fluctuates, the cost is high, the head loss increases, or it may accelerate the elimination of production capacity. It is recommended to continue to pay attention to Wens Foodstuff Group Co.Ltd(300498) , COFCO Jiakang, Tecon Biology Co.Ltd(002100) , etc. At the bottom of dynamic insurance valuation, focus on Pulike Biological Engineering Inc(603566) etc. The national development and Reform Commission and the Ministry of Agriculture organized a meeting to deploy and promote major national projects such as gene and biotechnology and modern seed industry. It is suggested to pay attention to the seed industry sector and recommend Beijing Dabeinong Technology Group Co.Ltd(002385) , which has the leading advantage of biological breeding industrialization, and Shandong Denghai Seeds Co.Ltd(002041) , which has high-quality germplasm resources and breeding innovation ability. Continue to recommend high growth blue chip stocks Guangdong Haid Group Co.Limited(002311) , Yantai China Pet Foods Co.Ltd(002891) , Fujian Sunner Development Co.Ltd(002299) , etc.
