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:
532 shares forecast first quarter performance 350 shares increase in advance
Statistics show that as of April 19, 532 listed companies have released quarterly performance forecasts. The type of performance forecast shows that there are 350 pre increase companies and 32 pre profit companies; There are 66 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, 176 companies have a net profit increase of more than 100%; There are 109 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) the median year-on-year increase in net profit is 1377194% and 413125% respectively.
485 companies 2021 annual performance loss forecast
Statistics show that as of April 19, a total of 1193 companies have issued performance forecasts for 2021. The types of performance forecasts show that 320 companies are expected to increase, 174 companies are expected to gain, and the total proportion of good news is 41.41%. 199 companies are expected to decrease and 485 companies are expected to lose. According to the statistics of the industry, the expected loss companies in 2021 are mainly concentrated in computer, medicine, biology, media and other industries, with 39, 36 and 33 companies on the list respectively.
1788 the company released its annual report 326 the performance of companies doubled
Statistics show that as of April 19, 1788 companies have released their annual reports for 2021, of which 1221 have a year-on-year increase in net profit, 567 have a decrease, 1551 have a year-on-year increase in operating income, 237 have a decrease, 1154 have a simultaneous increase in net profit and operating income, 170 have a decrease in profit and income, and 326 have doubled their performance, of which Nuode Investment Co.Ltd(600110) has the largest increase of 742193%.
institutions, shareholders and executives scramble to buy these performance surge shares
From February 20 to April 19, 438 stocks appeared in the dragon and tiger list, of which 172 stocks were in the state of net buying by institutions and 266 stocks were sold by institutions. There were 11 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 1192 stocks with significant growth (an increase of 50% or more) in 2021, 54 were net purchased by institutions from February 20 to April 19
industry performance summary:
real estate industry weekly view: RRR reduction landing “steady growth” is still the main line
Under the macro background of “steady growth”, the fundamentals of the real estate industry continue to stay at the bottom, and the marginal improvement policy continues. It is expected that there are still many favorable policies to be expected in the follow-up, and continue to be optimistic about the market performance of the real estate sector. It is suggested to pay attention to (1) property management companies with good fundamental performance; (2) High quality real estate enterprises with financial stability and background of central enterprises / state-owned enterprises; (3) Real estate enterprises with high-quality holding properties or transformation enterprises, or effectively form a virtuous capital cycle of “development +”.
in depth report on pesticide industry: food security is highly valued by all countries global demand for pesticides is expected to increase
China is the largest exporter of pesticide technical drugs and will benefit from the increase of global market demand. With the deepening of the division of labor in the global pesticide production industrial chain, China has gradually developed into the largest production base and largest exporter of pesticide technical drugs in the world by virtue of cost advantages, complete chemical production supporting facilities and engineer dividends. In 2021, the trade surplus of China’s pesticide industry reached US $7.1 billion, a record high. In recent years, the proportion of China’s export of pesticide preparations has been rising, and the structure has been continuously optimized and upgraded. In the past few years, with the tightening of national safety and environmental protection policies, the entry threshold of the pesticide industry has been greatly increased, the backward production capacity has been phased out, the concentration has been greatly improved, the high-quality leading enterprises have become bigger and stronger, and the global market competitiveness has been further enhanced. At present, nearly 70% of the global pesticide technical drugs are produced in China. Despite the rapid development of India’s agrochemical market, its infrastructure is underdeveloped, and the acquisition of intermediates is mainly through the Chinese market. It is expected that it will be difficult to shake China’s position as a major pesticide manufacturer in the short term, and China’s pesticide industry will fully benefit from the increased demand of the global pesticide market.
coal mining industry brief review report: demand for power coal stabilized and improved coal coke chain continued to boom
With the steady growth of demand and the scarcity of resources, coking coal will continue to benefit in the second quarter. In terms of coking coal, after the northern epidemic eased, the production of steel mills resumed. At present, the operating rate is at a high level in the short term, the demand for replenishment of steel mills has increased, and the rebound of downstream steel prices is superimposed under the expectation of steady growth. At present, the price of coke has continued to rise this week. At present, road transportation has recovered, and coke enterprises replenish raw coal inventories, driving the price of origin to continue to rise steadily. Among them, some lean coal in Hejin area of Yuncheng City, Shanxi Province has increased by 200 yuan / ton, Some gas coal in Zichang area of Shaanxi rose by 100 yuan / ton. In the second quarter, “steady growth” boosted demand, with a high proportion of coking coal on the import side. At present, Mongolia’s customs clearance volume is still low, the import price is still high, and China’s high-quality coking coal resources are relatively scarce. In 2012, Q1 coking coal prices increased significantly year-on-year, and the performance of major coking coal enterprises has increased significantly year-on-year. At present, the tight pattern of supply and demand is difficult to be reversed significantly in the short term. It is expected to maintain a high price in the second quarter and continue to be optimistic about the coking coal market.
weekly report of pharmaceutical industry: repeated outbreaks covid-19 control demand continues to grow
The demand of covid-19 related industrial chains continues to grow, and it is suggested to pay attention to: 1) small molecule specific drugs: upstream intermediates, APIs ( Aba Chemicals Corporation(300261) , Jinghua Pharmaceutical Group Co.Ltd(002349) (senxuan medicine) and Ningbo Menovo Pharmaceutical Co.Ltd(603538) ) and domestic drugs with rapid clinical progress and relatively mature technical route in China ( Shanghai Junshi Biosciences Co.Ltd(688180) , developing the pharmaceutical industry). 2) Covid-19 vaccine: Chongqing Zhifei Biological Products Co.Ltd(300122) , Cansino Biologics Inc(688185) , Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Walvax Biotechnology Co.Ltd(300142) , Shijiazhuang Pharmaceutical Group; 3) Covid-19 detection: Guangzhou Wondfo Biotech Co.Ltd(300482) , Nanjing Vazyme Biotech Co.Ltd(688105) , etc; 4) Medical equipment: Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Sonoscape Medical Corp(300633) etc.
