The prelude to the 2021 annual report has been opened. According to the statistics of interface news, as of January 8, 2022, 189 A-share listed companies have issued 2021 annual performance forecast, 152 have increased in advance, 5 have reversed their losses, 18 have reduced in advance, 11 have lost money and 3 are uncertain. Companies with good performance accounted for 80%.
Graphics: interface news
chemical stocks " take the lead " "
The first batch of companies with good performance are mainly clustered in six industries such as chemical industry, medicine and biology, mechanical equipment, non-ferrous metals, electronics and light industry manufacturing, involving 26, 15, 13, 12, 12 and 11 companies respectively. Chemical enterprises "take the lead".
Graphics: interface news
Among the performance prediction companies, according to the statistics of the upper limit of net profit advance, the net profit of 52 companies increased by more than 100%. The increase of net profit of Inner Mongoliayuan Xing Energy Company Limited(000683) (000683. SZ) chemical stocks ranks first. It is expected that the net profit will increase by 73 times year-on-year in 2021; Tibet Summit Resources Co.Ltd(600338) (600338. SH), Beijing Hotgen Biotech Co.Ltd(688068) (688068. SH) and Dongxin (688110. SH) are expected to increase their net profit by 28 times, 20 times and 11 times respectively in 2021.
China's soda ash leader Inner Mongoliayuan Xing Energy Company Limited(000683) is temporarily sealed as "pre increase king". The company expects to realize a net profit of about RMB 4.85 billion-5.05 billion in 2021, with a sharp increase of 70.22-73.16 times year-on-year; The non net profit deducted was RMB 2.75 billion to RMB 2.95 billion, with a year-on-year increase of 35.75 times to 38.43 times. The sharp increase in performance was mainly due to the sharp increase in the average sales price of the company's leading products in soda ash and urea plate over the previous year, and the contribution of coal plate to the company's profit increased greatly over the previous year.
In fact, with the rising prices of main products soda ash and urea, Inner Mongoliayuan Xing Energy Company Limited(000683) in the first three quarters of 2021, the single quarter net profit has achieved a year-on-year high growth of 7.67 times, 34.54 times and 32.60 times respectively. It is estimated that the maximum profit of the company in the fourth quarter is expected to increase by 23.55 times year-on-year to 2.97 billion yuan, exceeding the total net profit in the third quarter.
In addition to Inner Mongoliayuan Xing Energy Company Limited(000683) , the performance of Hubei Xingfa Chemicals Group Co.Ltd(600141) (600141. SH), Jiangsu Eastern Shenghong Co.Ltd(000301) (000301. SZ), Shandong Shida Shenghua Chemical Group Company Limite(603026) (603026. SH), Ningbo Ronbay New Energy Technology Co.Ltd(688005) (688005. SH), Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) (300505. SZ) in the chemical sector is also brilliant. It is expected that the highest year-on-year growth of net profit in 2021 will be 6.05 times, 5.52 times, 3.81 times, 3.32 times and 3.00 times respectively. The substantial increase in performance is mainly due to the continuous high prices of main products of relevant companies under the high business cycle of the chemical industry. At the same time, the rapid growth of the new energy vehicle market has driven the rapid increase in the demand for upstream battery materials, which has also benefited some companies.
Higher commodity prices also contributed to higher performance in the metal sector. Tibet Summit Resources Co.Ltd(600338) it is estimated that the net profit in 2021 will be about 700-900 million yuan, temporarily ranking second in the pre increase list with a year-on-year increase of 21.89-28.43 times. The company's performance growth is due to the year-on-year rise in the prices of lead, zinc and copper in the non-ferrous metal industry; The production capacity recovery progress of Tazhong Mining Co., Ltd., a wholly-owned subsidiary of the company, and the output and sales of concentrate products met expectations.
The performance of Beijing Hotgen Biotech Co.Ltd(688068) in the fourth quarter, which has repeatedly ranked among the "first echelon" in the pre increase list, is very impressive. Thanks to the early identification of New Coronavirus antigen detection kit, the company expects net profit to grow by 20 times to 2 billion 350 million yuan in 2021. In the fourth quarter, affected by the Delta and Omicron variants of covid-19 virus, the company achieved a significant increase in the revenue of overseas covid-19 detection reagents. It is estimated that the highest net profit of the company in the fourth quarter is expected to be 874 million yuan, which is expected to create the best profit in a single quarter of the year.
The performance of Dongxin shares listed just a month ago is also good. The company is a memory chip design company, which is expected to achieve a maximum net profit of 240 million yuan in 2021, an increase of 11 times year-on-year. Based on its own intellectual property rights and R & D and design system, the company has independently developed NAND, nor, DRAM and other mainstream memory chips. After three consecutive years of losses from 2017 to 2019, the company made a "thrilling" turnaround with a net profit of 20 million yuan in 2020. In the first three quarters of 2021, the company achieved a net profit of 168 million yuan, a year-on-year increase of 9.24 times.
" thermal power shares " batch first loss
Graphics: interface news
The performance forecast is mixed. Among the first companies to disclose the annual report forecast, 11 enterprises suffered losses, of which 5 continued losses and 6 LED losses.
From the companies that have published loss data, the companies that have suffered losses for the first time are mainly thermal power stocks. Among them, Shenyang Jinshan Energy Co.Ltd(600396) (600396. SH) has the largest loss. It is expected that the maximum loss will reach RMB 2.038 billion in 2021. The loss is due to the sharp rise of the company's coal price year-on-year and the upside down of the company's power generation and heating costs.
Also affected by the rise in coal prices are Shanghai Electric Power Co.Ltd(600021) (600021. SH) and Zhejiang Zheneng Electric Power Co.Ltd(600023) (600023. SH). The two companies are expected to have maximum losses of 1.985 billion yuan and 1.140 billion yuan respectively. Shanghai Electric Power Co.Ltd(600021) the performance forecast shows that the company's coal-fired power plants generally suffer losses. The company's annual cumulative unit price of coal converted into standard coal is about 1097 yuan / ton (excluding tax), an increase of 442 yuan / ton (excluding tax) compared with last year, with a year-on-year increase of 67%, increasing the company's annual fuel cost by about 5.3 billion yuan.
Among the loss continuation companies, Baiji shenzhou-u (688235. SH), which has suffered losses for four consecutive years, is expected to continue to lose 8.542 billion yuan to 11.012 billion yuan in 2021. Baiji shenzhou-u was listed in December 2021. It is a global and commercial biotechnology company focusing on research, development, production and commercialization of innovative drugs. According to the published financial data, the company was in a loss state from 2017 to 2020, and the loss range continued to expand, with losses of 982 million yuan, 4.747 billion yuan, 6.915 billion yuan and 11.384 billion yuan respectively.
7 100 billion market value companies 5 pre increase
Graphics: interface news
The performance of high market value companies has always attracted much attention. Among the seven 100 billion market value companies that have disclosed the annual report forecast, China Mobile (600941. SH), which was just listed on January 6, ranks first in the forecast net profit scale. The company expects to achieve a net profit of 114.307 billion yuan - 116.464 billion yuan in 2021, with a year-on-year increase of 6% - 8%.
The net profit growth of photovoltaic polysilicon material leader Tongwei Co.Ltd(600438) (600438. SH) ranks first. The company expects to achieve a net profit of 8-8.5 billion yuan in 2021, with a year-on-year increase of 122% - 136%. The reason for the increase is that during the reporting period, benefiting from the growth of downstream demand, the company's high-purity crystalline silicon products were in short supply, and the market price increased significantly year-on-year. However, according to the previous calculation of the net profit in the third quarter, the company's expected profit in the fourth quarter is about 2.1 billion yuan - 2.6 billion yuan, down from the net profit of 2.979 billion yuan in the third quarter.
Pre increase of 5 shares in the annual report over 10 times (list attached)
2021a annual report "vanguard force" has arrived! The performance of chemical stocks ranks first, and coal power stocks continue to "Waterloo"
(source: interface News)
