With the batch release of the first quarterly report in 2022, the “good news” of the performance of listed companies continues.
As of April 14, 498 companies have issued performance forecasts for the first quarter of 2022. Among them, 387 companies expect the net profit attributable to the parent company to increase year-on-year in the first quarter, accounting for 77.7%. Among them, 190 companies expect the maximum increase of net profit to exceed 100%.
In the pre increase camp, the biomedical industry, lithium battery and photovoltaic industry chain related to covid-19 detection are the most eye-catching. In addition, the performance growth of cyclical stocks such as coal chemical industry is also encouraging.
covid-19 surge in testing demand pushes up the performance of related companies
On the evening of April 14, Shenzhen Yhlo Biotech Co.Ltd(688575) announced that the net profit attributable to the parent company in the first quarter is expected to reach 450 million yuan to 500 million yuan, a year-on-year increase of 109475% to 122750%.
Shenzhen Yhlo Biotech Co.Ltd(688575) explained that New Coronavirus Ag detection kit (colloidal gold method) has obtained the European Union CE certification, the Japanese PMDA certification supply, the national drug regulatory bureau medical device registration certificate and other admittance certification, and related products have been sold in Europe, Japan, China and other markets. The growth of sales revenue of the product led to a significant increase in the company’s performance in the first quarter compared with the same period last year.
Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) expects a profit of 1.35 billion yuan to 1.45 billion yuan in the first quarter, with a year-on-year increase of 296% to 325%. The company said that in order to prevent and control the epidemic, all localities have increased the frequency of nucleic acid testing, increased the demand for covid-19 nucleic acid testing reagents, and the company’s revenue related to covid-19 nucleic acid testing reagents and services has increased significantly.
In addition to Shenzhen Yhlo Biotech Co.Ltd(688575) and Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Andon Health Co.Ltd(002432) previously expected a profit of 14 billion to 16 billion yuan in the first quarter, with the largest increase in net profit of more than 400 times Hangzhou Alltest Biotech Co.Ltd(688606) , Guangdong Hybribio Biotech Co.Ltd(300639) , Beijing Science Sun Pharmaceutical Co.Ltd(300485) first quarter net profit attributable to parent company increased by 6.9 times, 1.44 times and 1.7 times respectively.
Under the background of strong demand for covid-19 testing, more and more enterprises join this camp Livzon Pharmaceutical Group Inc(000513) 413 disclosed that its holding Affiliated Companies Zhuhai Li Zhu reagent Limited by Share Ltd independent research and development of New Coronavirus antigen detection kit (latex method) was approved by the State Food and drug administration, the official listing.
new energy sector as the assembly place of pre growth companies
Among the companies that have disclosed the first quarter performance forecast, the new energy vehicle industry chain company has continued the high boom of last year, and the first quarter reports of many companies have increased significantly.
Youngy Co.Ltd(002192) 4 disclosed on the evening of April 14 that the net profit in the first quarter is expected to be 225 million yuan to 275 million yuan, with a year-on-year increase of 1238474% to 1515913%. The company said that during the reporting period, the prices of upstream materials and products in the lithium battery industry continued to rise sharply, and the demand for lithium battery materials and lithium battery equipment continued to increase, which had a positive impact on the operating performance of the company’s lithium mining and dressing business, lithium salt processing and smelting business and lithium battery equipment manufacturing business.
The rising price of lithium battery materials also boosted Sinomine Resource Group Co.Ltd(002738) performance. The company expects to realize a net profit attributable to the parent company of 760 million yuan to 800 million yuan in the first quarter, with a year-on-year increase of 830.39% to 879.36%. The newly built 25000 ton battery grade lithium hydroxide and battery grade lithium carbonate production line of the company reached production capacity in November 2021, and the reconstruction and expansion of 6000 ton lithium fluoride production line of the company was completed.
In addition, Shenzhen Dynanonic Co.Ltd(300769) , Guangzhou Tinci Materials Technology Co.Ltd(002709) also disclosed the data of the first quarterly report. Of which, Shenzhen Dynanonic Co.Ltd(300769) achieved a net profit of 762 million yuan in the first quarter, a year-on-year increase of 140277% Guangzhou Tinci Materials Technology Co.Ltd(002709) the net profit in the first quarter was 1.498 billion yuan, a year-on-year increase of 422.19%. On the same day, Guangzhou Tinci Materials Technology Co.Ltd(002709) also announced that it planned to issue convertible bonds to raise no more than 3.466 billion yuan for the project of new lithium battery materials with an annual output of 152000 tons.
Many enterprises in the photovoltaic industry have also grasped the “tuyere”. On the evening of April 14, Ja Solar Technology Co.Ltd(002459) released a performance forecast, saying that the net profit in the first quarter is expected to be 700 million yuan to 780 million yuan, with a year-on-year increase of 346.32% to 397.33%. The company said that the year-on-year increase in the shipment of photovoltaic module products and the increase in product prices have led to a significant increase in revenue scale and product profitability.
coal and chemical industries continue to prosper
The new energy industry is advancing rapidly, and the performance growth of traditional cyclical stocks such as chemical industry and coal is also exciting.
Qingdao East Steel Tower Stock Co.Ltd(002545) 4 announced on the evening of April 14 that the net profit in the first quarter is expected to be 185 million yuan to 225 million yuan, with a year-on-year increase of 292.36% to 377.19%. During the reporting period, the market price of the company’s potassium chloride products increased significantly compared with the same period of last year, and the company’s potassium fertilizer business increased significantly. Chengdu Wintrue Holding Co.Ltd(002539) expects a net profit of 450 million yuan to 480 million yuan in the first quarter, a year-on-year increase of 149.15% to 165.76%.
Benefiting from the good market situation of salt chemical industry, Jiangsu Suyan Jingshen Co.Ltd(603299) expects the net profit attributable to shareholders of Listed Companies in the first quarter to be 230 million yuan to 253 million yuan, with a year-on-year increase of 323.64% to 366%.
The coal sector is also booming Pingdingshan Tianan Coal Mining Co.Ltd(601666) 4 announced on the evening of April 14 that the company expected a net profit of about 1.63 billion yuan in the first quarter, a year-on-year increase of 199.4%. During the reporting period, the development momentum of the coal industry was good, and the coal price was high.
Shanxi Coking Coal Energy Group Co.Ltd(000983) , Shanghai Datun Energy Resources Co.Ltd(600508) and other coal stocks have good profit expectations in the first quarter. Among them, Shanxi Coking Coal Energy Group Co.Ltd(000983) it is estimated that the net profit in the first quarter will be 2.32 billion yuan to 2.59 billion yuan, with a year-on-year increase of 155% to 185% Shanghai Datun Energy Resources Co.Ltd(600508) it is estimated that the net profit attributable to the parent company in the first quarter is 750 million to 800 million, with a year-on-year increase of 290.63% to 316.67%.
