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:
high performance growth stocks in the first quarter look ahead 169 stocks net profit doubled
Statistics show that as of April 15, 499 companies have released quarterly performance forecasts. According to the type of performance forecast, 335 companies are added in advance and 30 companies are expected to make a profit. The proportion of companies reporting good news in total is 73.15%; There are 57 companies whose performance is expected to decline and 54 companies whose performance is expected to suffer losses. Among the performance prediction companies, according to the median increase of expected net profit, 169 companies have a net profit increase of more than 100%; There are 105 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. The company expects the median increase in net profit in the first quarter to be 3933653% Youngy Co.Ltd(002192) , Zhejiang Damon Technology Co.Ltd(688360) estimated median year-on-year increase in net profit was 1377194% and 413125% respectively, ranking second and third in the increase.
6 only st shares forecast first quarter performance 2 shares net profit forecast
Statistics show that as of April 15, a total of six ST shares have released the first quarter performance forecast. The type of performance forecast shows that there are two pre profit companies, two pre loss companies and one pre increase company. Among the ST companies with expected performance losses, the largest loss is expected to be ST Shanhang B, and the minimum loss in the first quarter is expected to be 1.196 billion yuan, followed by Yunnan Yuntou Ecology And Environment Technology Co.Ltd(002200) , Chalkis Health Industry Co.Ltd(000972) , with expected losses of 20 million yuan and 04 million yuan respectively.
129 GEM companies’ forecast first quarter results
Statistics show that as of April 15, 129 GEM companies have released the first quarter performance forecast. According to the type of performance forecast, there are 88 companies with pre increase and 7 companies with pre profit, and the proportion of companies reporting good news is 73.64%; There are 17, 10 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, 37 companies have a net profit increase of more than 100%; There are 22 companies whose net profit increases between 50% and 100%. Specifically, Henan Qingshuiyuan Technology Co.Ltd(300437) is expected to have the highest increase in net profit. The company expects the median increase in net profit in the first quarter to be 209439% Shenzhen Bingchuan Network Co.Ltd(300533) , Zhejiang Narada Power Source Co.Ltd(300068) the median year-on-year increase in net profit is 161648% and 157295% respectively, ranking the second and third.
institutions, shareholders and executives scramble to buy these performance surge shares
From February 16 to April 15, among the dragon and tiger list, 427 individual stocks appeared in the figure of institutions, of which 165 stocks showed the status of net buying by institutions and 262 stocks were sold by institutions. There were 13 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 1191 stocks with significant growth (an increase of 50% or more) in 2021, 53 were net purchased by institutions from February 16 to April 15.
1556 the company released its annual report 292 the performance of companies doubled
Statistics show that as of April 15, 1556 companies have released their annual reports for 2021, of which 1067 have a year-on-year increase in net profit, 489 have a decrease, 1343 have a year-on-year increase in operating income, 213 have a decrease, 1006 have a simultaneous increase in net profit and operating income, 152 have a decrease in profit and income, and 292 have doubled their performance, of which Sichuan Hebang Biotechnology Co.Ltd(603077) has the largest increase of 728428%
industry performance summary:
food and beverage industry: Baijiu industry’s cycle and pre indicators
Learn from overseas liquor leaders, and the strong will always be strong if the periodic disturbance does not change. From a longer cycle point of view, leading companies have the ability to survive and grow continuously through the economic cycle. Take overseas spirits leaders Diageo and Baole Liga as examples. In the past 30 years, they have experienced many rounds of economic cycles (about 9 kichin cycles), but the stock price has continued to rise in a long cycle, bringing stable returns to investors. Compared with China’s market, since 1999, after many rounds of economic cycles, Baijiu‘s revenue and profit scale has grown greatly. The core of China’s Chinese Baijiu industry’s long term trend is the sustained growth of China’s macro economy in the long term.
building materials industry: under the high energy hub global pricing bulk products attack and defend
The rapid rise of overseas energy price center, on the one hand, will help Chinese enterprises achieve a stronger cost advantage output in the field of global priced bulk commodities. On the other hand, some global bulk commodities from “marginal supply pricing” to “marginal demand pricing” are expected to usher in the overall upward movement of the price curve. If overseas demand is weak, domestic manufacturers can clear overseas production capacity through cost comparative advantage. If demand is good, domestic manufacturers can enjoy higher pricing and profit space, both offensive and defensive. In terms of category selection, from the perspective of global production and marketing structure distribution, the elasticity of MDI glass fiber glass under the impact of overseas energy cost. In terms of glass industry segmentation, the elasticity of automobile glass is greater than that of float / photovoltaic glass.
comments on household appliances industry: a new round of epidemic stimulates the demand for home improvement good kitchen and clean appliances
We are optimistic about the performance rebound space of the kitchen small appliance track after this round of epidemic. We recommend paying attention to the emerging leader of small appliances Bear Electric Appliance Co.Ltd(002959) , the leader of Chinese kitchen appliances and kitchenware Zhejiang Supor Co.Ltd(002032) , Joyoung Co.Ltd(002242) and the Guangdong Xinbao Electrical Appliances Holdings Co.Ltd(002705) ; Improve the cleaning demand at home and pay attention to the cleaning of electrical appliances Beijing Roborock Technology Co.Ltd(688169) , Ecovacs Robotics Co.Ltd(603486) ; It is recommended to pay attention to the intelligent micro investment faucet Chengdu Xgimi Technology Co.Ltd(688696) and Portable Massager faucet Shenzhen Breo Technology Co.Ltd(688793) , which can effectively improve the home office experience.
insurance industry: Life Insurance under pressure in the first quarter under the mismatch of supply and demand epidemic limit the growth rate of auto insurance
Life insurance is still in the throes of transformation and is optimistic about the development prospect of the industry to meet the needs of customers’ health security, wealth management and pension inheritance for a long time; The property insurance industry is expected to launch more stringent market-oriented reform in the short term, which is less likely to maintain the “increase” of the industry. It is suggested to increase the holding of auto insurance premiums, restore the growth and optimize the structure of non auto business, resulting in better than expected profit improvement of China property insurance; As well as Ping An Insurance (Group) Company Of China Ltd(601318) , the valuation repair caused by the loose real estate policy under the expectation of steady growth.
