Today (April 19), the Shanghai index continued to fluctuate, while the Shenzhen Component Index and the gem index rose and fell. In terms of sectors, glyphosate, chemical fertilizer, breeding, planting and other agricultural related sectors rose collectively, while chip and cro concepts led the decline in the two cities. At present, the hot spots in the market are rotating rapidly, and the game characteristics of stock funds are obvious. However, the individual stocks that recently disclosed bright performance reports have ushered in a sharp rise. As of today’s close, Nantong Jiangtian Chemical Co.Ltd(300927) , Joyvio Food Co.Ltd(300268) , Zhejiang Jindun Fans Co.Ltd(300411) 20cm limit, Nantong Haixing Electronics Co.Ltd(603115) , Ningbo Energy Group Co.Ltd(600982) and other stocks with performance exceeding expectations have also risen.
Note: several stocks with outstanding performance ushered in the trading limit (as of the closing on April 19)
outstanding performance boosted the stock price, and the market focused on the quarterly report
As of today’s closing (April 19), natural gas stocks Shanxi Blue Flame Holding Company Limited(000968) have accumulated four boards, and become the highest board stocks in the two cities together with auto zero stocks Ningbo Tianlong Electronics Co.Ltd(603266) at present Shanxi Blue Flame Holding Company Limited(000968) recently released a quarterly report, which shows that the company expects the net profit attributable to the parent company to be 240 million yuan ~ 300 million yuan, with a year-on-year increase of 136.7% ~ 195.88%. The significant increase in performance is mainly due to the steady improvement of coalbed methane unit price, sales volume and sales revenue and the substantial year-on-year increase of coalbed methane subsidies actually received and confirmed. Boosted by the positive performance, Shanxi Blue Flame Holding Company Limited(000968) recently rose continuously, and the stock price rose nearly 46.4% in the past four trading days, setting a new high this year.
Shanghai Datun Energy Resources Co.Ltd(600508) who was promoted to the third board today was also boosted by the performance anticipation. The company recently announced that the net profit attributable to the parent company in the first quarter is expected to increase by 290.63% to 316.67% year-on-year. Its performance growth is due to the high operation of coal prices and strong market demand. In addition to Shanghai Datun Energy Resources Co.Ltd(600508) , recently, a number of listed coal companies have also successively issued pre increase announcements in the first quarter, and most of them exceeded expectations. Kaiyuan Securities pointed out that the coal industry will benefit from the high price in the future without obvious new capital expenditure, and the profit will remain high. At present, the annualized valuation of the first quarterly report of coal stocks is low, which has obvious allocation value.
the first quarterly report has arrived, which segments are concerned
With the disclosure of pre increase announcements in the first quarter, some stocks and sectors exceeding expectations have become the focus of the market. As of today (April 19), more than 550 listed companies have issued announcements, of which nearly 480 companies are pre happy (the lower limit of net profit attributable to the parent in the first quarter is positive), with a pre happy rate of 86%. In terms of performance growth, the net profit attributable to the parent company of 16 shares including Andon Health Co.Ltd(002432) , Youngy Co.Ltd(002192) , Zhejiang Damon Technology Co.Ltd(688360) etc. increased by more than 10 times year-on-year (lower limit), the performance growth of 173 individual shares exceeded 100%, and the performance of more than 400 shares achieved positive growth year-on-year.
In terms of industry, the performance of cycle industry is outstanding, and the growth rate of upstream raw materials and some midstream high-end manufacturing industries is leading . According to the statistics of Zheshang Securities Co.Ltd(601878) recent research report, in terms of disclosure rate, the disclosure rate of coal, non-ferrous metals, national defense equipment and basic chemical industry ranks first, mainly concentrated in the inflation chain. In terms of profit growth, covid-19 testing and carbon neutralization chain performance continued to be strong . Under the holistic approach, among the industries with more than 5 companies disclosed, pharmaceutical biology, power equipment, non-ferrous metals, basic chemical industry and environmental protection ranked first in the year-on-year growth of performance in the first quarter.
For the segments with improved performance and upward prosperity in the first quarterly report, China Merchants Securities Co.Ltd(600999) pointed out:
\u3000\u30001. Upstream resource products and mining ( coal mining and washing, industrial metals, precious metals, rare metals, plastics and products, agrochemical ).
\u3000\u30002. Infrastructure industry chain ( building construction and building decoration II ).
\u3000\u30003. Power equipment, new energy and military industry ( battery equipment, new energy power system, aerospace, ordnance II, other military industry II ).
\u3000\u30004. Medical care: Medicine ( chemical pharmaceutical, other medicine and medical treatment ).
\u3000\u30005. Some fields of TMT: Electronics ( components, consumer electronics ), communication ( communication equipment manufacturing ). In addition to the above subdividefields, 6 (driven by “housing economy”) computer equipment (“counting East and west” brings 100 billion investment scale) and other sectors performed well in terms of profitability and prosperity.
