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:
1 companies revise performance upward
Statistics show that, based on the median increase of net profit in the performance forecast, a total of 1 company revised its performance upward. Among them, Sino Wealth Electronic Ltd(300327) etc. increased the profit growth range without changing the type of performance forecast.
3 only st shares expected first quarter earnings
Statistics show that as of April 18, a total of 7 ST shares have released the first quarter performance forecast. The type of performance forecast shows that there are three pre profit companies, two pre loss companies and one pre increase company. According to the statistics of the upper limit of predicted net profit, the highest net profit in the first quarter is Nanjing Red Sun Co.Ltd(000525) , and the upper limit of net profit is expected to be 318 million yuan, followed by Sundiro Holding Co.Ltd(000571) , Shandong Yabo Technology Co.Ltd(002323) , and the upper limit of net profit in the first quarter is expected to be 39 million yuan and 07 million yuan respectively.
51 only performance stock increase was robbed by institutions
Statistics show that among the 1192 stocks with significant growth (an increase of 50% or more) in 2021, there were 51 net purchases by institutions from February 19 to April 18. Among them, the net profit of Hoshine Silicon Industry Co.Ltd(603260) year increased by 512.4%, and the net purchase amount of institutions was 694 million yuan, with the largest net purchase amount; The net purchases of Wuxi Shangji Automation Co.Ltd(603185) , Andon Health Co.Ltd(002432) , Shanxi Zhendong Pharmaceutical Co.Ltd(300158) , etc. were also more.
high performance growth stocks in the first quarter look ahead 175 stocks double the increase in net profit
Statistics show that as of April 18, 529 companies have released quarterly performance forecasts. The type of performance forecast shows that there are 350 companies with pre increase and 32 companies with pre profit, and the proportion of companies reporting good news in total is 72.21%; There are 63 and 59 companies with pre reduced performance and pre loss respectively. Among the performance prediction companies, according to the median increase of expected net profit, 175 companies have a net profit increase of more than 100%; There are 112 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.
1675 the company released its annual report 310 the performance of companies doubled
Statistics show that, as of April 18, 1675 companies have released their annual reports for 2021, of which 1143 have a year-on-year increase in net profit, 532 have a decrease, 1446 have a year-on-year increase in operating income, 229 have a decrease, 1077 have a simultaneous increase in net profit and operating income, 163 have a decrease in profit and income, and 310 have doubled their performance, of which Sichuan Hebang Biotechnology Co.Ltd(603077) has the largest increase of 728428%
industry performance summary:
auto industry weekly: Shanghai auto industry chain is about to resume work sector is expected to enter the emotional recovery period
Shanghai auto industry chain is about to resume work, and the sector has entered an emotional recovery period in the short term. It is suggested to lay out oversold high-quality targets! At the beginning of the year, the conflict between Russia and Ukraine, the uncertainty of European automobile supply chain, the rise of upstream bulk commodities and the decline of retail end continued to impact the whole sector, and the automobile sector has made a significant adjustment since the beginning of the year. Since mid March, the impact of public health events, Changchun and Shanghai automobile industry chain companies have stopped production one after another, further impacting the sector and further weakening the sector. We believe that the negative impact has been priced in the downward adjustment of the sector. In the short term, the subsequent gradual resumption of work and production of Shanghai automobile industry chain will alleviate the concerns of the market, and the sector will enter an emotional recovery period in the short term. In terms of the rhythm of the following years, through the resumption of the “W” rhythm of the sector under the impact of public health events in 2020, we believe that the end of the second quarter of 2022 is expected to usher in an upward inflection point of sales fundamentals and the sector.
pharmaceutical and biological industry: continue to pay attention to the performance certainty of the first quarter report and medical consumption policy
The epidemic situation in China is repeated. In the short term, we still suggest paying attention to the industrial chain related companies such as domestic covid-19 vaccine, covid-19 drug research and development progress and covid-19 testing products and services, as well as the companies whose quarterly reports exceed expectations. In the medium term, we should consider the gradual recovery after the epidemic and the state’s support for consumer medicine, pay attention to the recovery policies of some medical services and consumer medicine affected by the epidemic and the construction progress of new infrastructure after the epidemic.
household appliance industry weekly report: 3 monthly household appliance retail performance is under pressure household appliance subsidies are expected to bring demand back
Sometimes, the willow is dark and the flowers are bright and the spring is coming. We are firmly optimistic about raw materials and real estate. Under the background of marginal easing, the breakdown leader of household appliances will accelerate the breakthrough. (1) White electricity: it is suggested to pay attention to the high-end leading of Casati, the Haier Smart Home Co.Ltd(600690) and the white electricity leader of diversified and global development Midea Group Co.Ltd(000333) ; (2) Kitchen electricity: it is suggested to pay attention to the steady development of traditional business, the rapid development of dishwasher and other businesses Hangzhou Robam Appliances Co.Ltd(002508) and Marssenger Kitchenware Co.Ltd(300894) and Zhejiang Entive Smart Kitchen Appliance Co.Ltd(300911) benefiting from the high prosperity of the industry and the accelerated expansion of channels; (3) Small household appliances: the industry demand of kitchen small household appliances is expected to pick up in 2022, and the year-on-year weakening of superimposed cost pressure will bring strong performance flexibility. It is recommended to pay attention to Zhejiang Supor Co.Ltd(002032) , Joyoung Co.Ltd(002242) , Guangdong Xinbao Electrical Appliances Holdings Co.Ltd(002705) , etc; Clean electrical appliances such as floor washer and floor sweeper Siasun Robot&Automation Co.Ltd(300024) benefit from consumption upgrading, and the demand is expected to grow steadily, but the short-term chip and shipping problems suppress the valuation of the sector to a certain extent. It is recommended to pay attention to Beijing Roborock Technology Co.Ltd(688169) , Ecovacs Robotics Co.Ltd(603486) , Kingclean Electric Co.Ltd(603355) , etc; Intelligent projection is recommended to focus on Chengdu Xgimi Technology Co.Ltd(688696) .
(4) Electrician lighting: focus on the intensive cultivation of channels and products Gongniu Group Co.Ltd(603195) and the rapid development of business license business Opple Lighting Co.Ltd(603515) .
basic materials industry weekly view: monetary policy is strong and the inflection point of the epidemic is approaching building materials demand is expected to improve in the second quarter
We believe that the peak of completed area has delayed but not disappeared, the supervision of commercial housing pre-sale funds is also conducive to the completion, and the new production capacity of the supply side industry is expected to be limited. The supply and demand pattern of the completed side is not pessimistic this year, and float glass enterprises have advantages in photovoltaic business, and their photovoltaic, electronic and medicinal glass are expected to contribute to the performance increment. We recommend Csg Holding Co.Ltd(000012) , Zhuzhou Kibing Group Co.Ltd(601636) , Xinyi Glass; The cement price is expected to remain high and fluctuate. The enterprises still have growth through extending the upstream and downstream of the industrial chain. The valuation of major enterprises has a good attraction. With the steady growth expected to gradually rise, there is room for valuation repair. It is suggested to focus on the market in the peak season and recommend China building materials, Anhui Conch Cement Company Limited(600585) , Huaxin Cement Co.Ltd(600801) . The sub industry of consumer building materials is in the period of accelerated concentration and product structure optimization. It is recommended that Guangdong Kinlong Hardware Products Co.Ltd(002791) , Monalisa Group Co.Ltd(002918) , Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , Beijing New Building Materials Public Limited Company(000786) , Zhejiang Weixing New Building Materials Co.Ltd(002372) , Guangdong Dongpeng Holdings Co.Ltd(003012) , Keshun Waterproof Technologies Co.Ltd(300737) , China Building Material Test & Certification Group Co.Ltd(603060) . Other non real estate industry chain companies recommend Shandong Yuma Sun-Shading Technology Corp.Ltd(300993) , Zhejiang Walrus New Material Co.Ltd(003011) , China Jushi Co.Ltd(600176) , Jiangsu Changhai Composite Materials Co.Ltd(300196) , Sinoma Science & Technology Co.Ltd(002080) , Jiangsu Pacific Quartz Co.Ltd(603688) , and suggest paying attention to Triumph Science & Technology Co.Ltd(600552) , Beijing Lier High-Temperature Materials Co.Ltd(002392) .
