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:
29 companies’ performance loss in the first quarter
Statistics show that as of April 14, a total of 387 companies have issued performance forecasts for the first quarter. The types of performance forecasts show that 293 companies are expected to increase and 18 companies are expected to make profits, with a total positive reporting ratio of 80.36%, 40 companies are expected to reduce and 29 companies are expected to make losses. Among the pre loss companies, 29 have announced the specific loss range. According to the statistics of the expected maximum loss, Rongchang biology has the largest loss. The company expects a loss of 329 million yuan to 445 million yuan in the first quarter. Others with large losses include China Transinfo Technology Co.Ltd(002373) , Shandong Minhe Animal Husbandry Co.Ltd(002234) etc. China Transinfo Technology Co.Ltd(002373) with an estimated loss of 240290 million yuan Shandong Minhe Animal Husbandry Co.Ltd(002234) estimated loss of 170 million yuan to 200 million yuan.
117 GEM stocks forecast first quarter performance 82 shares increase in advance
Statistics show that as of April 14, 117 GEM companies have released the first quarter performance forecast. According to the statistics of performance forecast type, there are 82 pre increase companies and 7 pre profit companies; There are 15, 6 and 2 companies with performance reduction, loss reduction and loss reduction respectively. According to the median value of the expected net profit growth, the net profit growth of 36 companies exceeded 100%; There were 19 companies whose net profit increased by 50% ~ 100%. Specifically, Henan Qingshuiyuan Technology Co.Ltd(300437) is expected to have the highest increase in net profit.
1419 company announces annual report 265 double performance of companies
Statistics show that, as of April 14, 1419 companies have released their annual reports for 2021, of which 975 have a year-on-year increase in net profit, 444 have a decrease, 1224 have a year-on-year increase in operating income, 195 have a decrease, 921 have a simultaneous increase in net profit and operating income, 141 have a decrease in profit and income, and 265 have doubled their performance, of which Sichuan Hebang Biotechnology Co.Ltd(603077) has the largest increase of 728428%.
a variety of chemical products have a high outlook related listed companies’ performance in the first quarter increased significantly
According to statistics, as of April 12, 50 A-share chemical listed companies have disclosed the performance forecast for the first quarter of 2022, with 38 companies showing year-on-year growth (including a slight increase) and 2 companies turning losses into profits. Among them, the upper limit of net profit advance of 29 companies doubled year-on-year, and the upper limit of net profit advance of Sichuan Yahua Industrial Group Co.Ltd(002497) , Nanjing Red Sun Co.Ltd(000525) , Brother Enterprises Holding Co.Ltd(002562) 3 companies exceeded 10 times year-on-year. The reporter found that the performance of leading enterprises whose main products are new energy lithium battery upstream raw materials, agrochemicals and some subdivided chemical products ranked first. The high prosperity of the new energy vehicle industry has driven a sharp increase in the market demand for lithium battery raw materials such as lithium carbonate, lithium hydroxide and lithium hexafluorophosphate, and the price continues to rise
industry performance summary:
real estate industry tracking weekly report: further strengthening of policies sector market is expected to continue
We believe that a new round of more in-depth relaxation of the national property market has been started, and it is expected that more cities with depressed markets will strengthen the deregulation. In addition, the current demand side policy adjustment is more frequent. Considering that the real estate situation is still not optimistic, many real estate enterprises are facing a liquidity gap, stabilizing the economy needs to stabilize the real estate, and supply side improvement policies may be issued in the future. In terms of indemnificatory rental housing, at present, many mainstream real estate enterprises have arranged the rental housing business, and some have the asset management ability of rental housing, so the development to the indemnificatory rental housing business is also relatively smooth. With the support of current financial policies, such enterprises are more attractive for financing. Future industry risks depend on real estate structure adjustment and policy support. It is suggested to pay attention to 1) the leading real estate enterprises with high credit in the field of rental housing: Poly Developments And Holdings Group Co.Ltd(600048) , China Vanke Co.Ltd(000002) , Longhu group, China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , China overseas development; 2) Real estate post cycle property management company: Poly property, China Merchants Property Operation & Service Co.Ltd(001914) , Xuhui Yongsheng service.
comments on major issues in the coal industry: after the sharp rise how to view the investment opportunities in the coal sector
The rhythm of short-term sector fluctuations still follows the changes expected by overseas oil prices. It is expected that there will be a new round of pulse improvement in coal demand after the subsequent epidemic eased and infrastructure construction started; Medium term steady growth, gradual relaxation of real estate policy and other policy expectations will also support industry demand expectations. According to the current performance expectations and valuation level, the sector still has a rising catalyst and is still expected to achieve significant excess returns. We continue to suggest that we focus on companies with high performance certainty that are undervalued: Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) , Shanxi Lu’An Environmental Energydev.Co.Ltd(601699) , Shaanxi Coal Industry Company Limited(601225) , and power investment and energy.
building decoration industry 2022 first quarter forecast: steady growth and acceleration performance release is worth looking forward to
We believe that the certainty of marginal improvement of investment demand has been further strengthened, and we recommend three directions: 1) the bottom of historical valuation, the value blue chip of expected improvement, and the central infrastructure enterprises China State Construction Engineering Corporation Limited(601668) , China Communications Construction Company Limited(601800) , China Railway Group Limited(601390) , China National Chemical Engineering Co.Ltd(601117) , local state-owned enterprises Anhui Construction Engineering Group Corporation Limited(600502) , Sichuan Road & Bridge Co.Ltd(600039) ; 2) Electric power engineering: recommend the main force of new energy construction Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , China Energy Engineering Corporation Limited(601868) ; 3) Focus on the elastic targets that are expected to usher in cost repair in 22 years: Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , Anhui Honglu Steel Construction(Group) Co.Ltd(002541) , focus on Jiangxi Geto New Materials Corporation Limited(300986) .
household appliance industry: local policies to promote consumption have been issued household appliances as the key field
Affected by the epidemic, the offline retail of home appliance industry is in the doldrums. With the introduction of relevant policies to promote consumption, the renewal demand for urban household appliances and the popularization demand for green household appliances in rural households are expected to be released, so as to drive the recovery of offline consumption. We suggest continuing to pay attention to the highly competitive electric faucets: Midea Group Co.Ltd(000333) , Haier Smart Home Co.Ltd(600690) , Hangzhou Robam Appliances Co.Ltd(002508) , Zhejiang Entive Smart Kitchen Appliance Co.Ltd(300911) .
