data show that as of 20:00 p.m. on April 14, a total of 493 A-share listed companies disclosed the first quarter performance forecast. Among them, 370 are pre happy, accounting for 75.05%, including a slight increase of 87, a turnaround of 29, a continuation of 7 and a pre increase of 247. In terms of industry, pharmaceutical, chemical, nonferrous metals, automobile manufacturing, coal and other industries performed relatively well
outstanding performance in cycle industry
In the chemical industry, the performance of Listed Companies in the lithium battery related industry chain is outstanding. Affected by macro policies and increased market demand, the prosperity of the new energy industry continued to improve, the price of upstream materials and products in the lithium battery industry rose sharply, the demand for lithium battery materials and lithium battery equipment increased, and the performance of relevant listed companies increased significantly.
In terms of the coal industry, benefiting from the overall high coal price during the reporting period, the net profit growth of relevant listed companies generally ranked first Pingdingshan Tianan Coal Mining Co.Ltd(601666) 4 announced on the evening of April 14 that the net profit attributable to shareholders of Listed Companies in the first quarter is expected to reach 1.63 billion yuan, a year-on-year increase of 199.4%. The company said that during the reporting period, the development momentum of the coal industry was good and the coal price was high. The company benefited from the large clean coal strategy, the scale benefits continued to be released, and the company’s performance increased steadily.
According to the research report released by deppon securities on April 13, the growth rate of upstream raw materials and some midstream high-end manufacturing industries took the lead in terms of the growth rate of predicted performance in the first quarter. Among the upstream raw materials, the median performance growth rate of petroleum and petrochemical, basic chemical, steel and non-ferrous metal industries exceeded 100%; The median performance growth rate of the coal industry reached 71.4%; Affected by factors such as the rise of upstream coal prices, the performance growth rate of the building materials industry decreased significantly. In the midstream manufacturing sector, the median performance growth rate of power equipment, mechanical equipment and electronics industries is leading, with 103.9%, 72.5% and 65% respectively, while the performance growth rate of national defense, military industry and communication industries is relatively low, with 57.6% and 40.3% respectively.
Many listed companies with promising performance said that the number of orders for export products returned to a high level. Taking Jiangxi Hungpai New Material Co.Ltd(605366) as an example, the company expects to realize a net profit attributable to shareholders of listed companies of about 116.5 million yuan to 123.5 million yuan in the first quarter, with a year-on-year increase of 371.1% to 399.41%. The main reason for the change of performance is that the company’s product quality is stable, which further reduces various production costs and improves its comprehensive competitiveness; As the overseas epidemic gradually eased, the company seized the market opportunity, and the number of orders and prices of export products increased year-on-year.
high boom industries actively expand production
Many listed companies mentioned actively expanding production in the first quarter performance forecast, and the increase of production capacity has a great impact on the performance. This is particularly prominent in high boom industries such as lithium battery industry chain, semiconductor, chip and medicine.
Taking Hunan Changyuan Lico Co.Ltd(688779) as an example, the company expects to realize a net profit of 280 million yuan to 320 million yuan attributable to the shareholders of the listed company in the first quarter, with a year-on-year increase of 143% to 177.72%. The main reason for the performance change is that the first phase of the company’s production expansion project of cathode materials for automotive lithium batteries was completed and put into operation, the new production capacity was gradually released during the reporting period, and the production and sales volume of products increased. The strong market demand promoted the rise of product prices and the company’s operating revenue increased significantly. With the expansion of the company’s production capacity, the company’s cost control ability was further improved under the scale effect, and the net profit increased.
Wuxi Etek Microelectronics Co.Ltd(688601) it is estimated that the net profit attributable to the shareholders of the listed company in the first quarter will be about 58 million yuan to 68 million yuan, with a year-on-year increase of 140.59% to 182.07%. The downstream demand of the company’s power management chip industry is strong. Based on its own advantages, the company continues to strengthen research and development; Actively promote new products and sell them in batches; Actively respond to the problem of capacity shortage, work closely with upstream suppliers, quickly change and expand production, and achieve better growth in sales scale and economic benefits.
It is worth noting that after the release of the first quarter performance forecast, there were significant changes in the share prices of many blue chip stocks.
Taking Andon Health Co.Ltd(002432) as an example, the company expects to realize a net profit of 14 billion yuan to 16 billion yuan attributable to shareholders of Listed Companies in the first quarter, with a year-on-year increase of 367.07 times to 419.66 times.
The company said that the main reason for the performance change was that the local demand for covid-19 antigen detection kit products increased significantly due to the impact of the epidemic in the United States. During the reporting period, ihealth US subsidiary of the company sold ihealth covid-19 antigen detection kit products through its own channels and Amazon platform, and signed major contracts and orders with customers. The increase in sales revenue of this product has made an important contribution to the company’s performance during the reporting period.
Affected by this, Andon Health Co.Ltd(002432) share price rose sharply. As of the closing on April 14, the company’s share price closed at 90.11 yuan / share, a record high. The total closing market value was 43.1 billion yuan.
In addition, Qianjiang Yongan Pharmaceutical Co.Ltd(002365) 4 disclosed the performance forecast of the first quarter on the evening of April 13. It is expected that the net profit attributable to the shareholders of the listed company in the first quarter will be about 486343 million yuan to 525564 million yuan, with a year-on-year increase of 520% to 570%. The main reason for the change in performance is that during the reporting period, the market demand for taurine, the company’s main product, was strong, and the sales price increased significantly compared with the same period of last year; Due to the low net profit base attributable to shareholders of Listed Companies in the first quarter of 2021, the performance in the first quarter of 2022 increased significantly year-on-year. Affected by this, the share price rose by the limit on Qianjiang Yongan Pharmaceutical Co.Ltd(002365) 4 April 14.
