With the beginning of 2022, A-share listed companies can’t wait to publish the annual performance forecast of 2021, 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? Summary of
individual stock performance:
182 companies forecast annual performance, 135 increase in advance
Statistics show that as of January 10, 182 companies have announced the performance forecast for 2021. According to the type of performance forecast, 135 companies are added in advance and 5 companies are expected to make a profit, and the total proportion of reporting companies is 76.92%; There are 18 and 10 companies with pre reduced performance and pre loss respectively.
Among the performance prediction companies, according to the median increase of expected net profit, 51 companies have a net profit increase of more than 100%; There were 32 companies whose net profit increased by 50% ~ 100%. In terms of individual stocks, Inner Mongoliayuan Xing Energy Company Limited(000683) is expected to have the highest increase in net profit. The company expects the median increase in net profit for the whole year to be 7169.15%; Jiangsu Yida Chemical Co.Ltd(300721) , Tibet Summit Resources Co.Ltd(600338) it is estimated that the median year-on-year growth rate of annual net profit is 3577.68% and 2515.73% respectively, ranking the second and third.
the price of testing reagent soared, and the performance of related companies welcomed elasticity
Due to the severe overseas epidemic, the global demand for covid-19 virus detection kit has surged. In the United States, the price of two dose quick screening kits is usually $14 ~ 24. Now, due to the shortage of supply, the price has doubled to $75 (about 478.2 yuan) in some markets, and even $80 (about 510.1 yuan).
The data show that during the export peak period from April to may 2021, the export volume of Zhejiang, Fujian and Beijing occupies the top three. The export volume of the three places is basically the same, with little difference. In the second half of 2021, the export of testing reagents will quickly concentrate on Zhejiang enterprises. For example, in November 2021, the export volume of Zhejiang is almost four times that of Beijing and Fujian.
Behind the changes in the export data of the above three provinces are mainly the significant increase in exports of Zhejiang Orient Gene Biotech Co.Ltd(688298) , Hangzhou Alltest Biotech Co.Ltd(688606) and Asahi biology, of which Zhejiang Orient Gene Biotech Co.Ltd(688298) contributed the most. The company received a large number of orders from the United States and the European Union last year. On the other hand, the orders of testing reagent enterprises in other provinces and cities were crowded out and even eliminated.
the performance of several rare earth enterprises last year is expected to be
The agency predicts that the net profit of 12 rare earth permanent magnet concept stocks is expected to double last year. Inner Mongolia Baotou Steel Union Co.Ltd(600010) , Aluminum Corporation Of China Limited(601600) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) ranked the top three, with an increase of 1137.07%, 851.77% and 446.46% respectively. Up to now, the maximum pre increase range of rare earth permanent magnet listed companies that have disclosed the performance forecast for 2021 has doubled, which are Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) , Earth-Panda Advanced Magnetic Material Co.Ltd(688077) , Yantai Zhenghai Magnetic Material Co.Ltd(300224) , Jl Mag Rare-Earth Co.Ltd(300748) respectively, and the performance increases are 278.9%, 206.76%, 120% and 100% respectively.
Among the listed companies with the highest number of surveys in the past week, the agency predicts that the annual net profit growth rate of 9 shares in 2021 will exceed 50%, and 5 shares such as Tibet Mineral Development Co.Ltd(000762) , Aohua endoscopy, Qingdao Gaoce Technology Co.Ltd(688556) , Zhejiang Dun’An Artificial Environment Co.Ltd(002011) , Shanghai Junshi Biosciences Co.Ltd(688180) are expected to exceed 100%, 486.67%, 224.55%, 153.43%, 140.96% and 103.4% respectively.
1 st share forecast annual performance
Statistics show that as of January 10, a total of 1 st share has released the annual performance forecast. The type of performance forecast shows that there is 1 loss forecast company. Summary of
industry performance:
in depth Research Report on environmental protection industry: the great protection of the Yangtze River accelerates the promotion of trillion investment and drives the industrial chain to take off
Subdivision areas with urgent concerns and leaders in subdivision areas with scientific and technological content. The Yangtze river great protection has many tasks, huge market space and diverse participants. Combined with the national strategy and the Three Gorges model, we suggest to pay attention to: 1) pipe network: the black smell is in the water, and the core is in the pipe network. It is estimated that 83000 km of pipe network will be newly built for the Yangtze river great protection in the 14th five year plan, with a corresponding market space of 141.3 billion yuan. The Three Gorges model requires both construction and management, and the owner’s quality control over suppliers is the core. It is suggested to pay attention to Fujian Superpipe Co.Ltd(300198) which is the largest Clarke tube supplier in China.
2) municipal sewage: the improvement of collection capacity promotes the continuous expansion of sewage plant, and the market space is expected to be about 53.7 billion yuan in the 14th five year plan. Strengthen the control of pollution discharge of important water bodies. At present, Jiangsu and Zhejiang and other conditional regions have issued the latest drainage standards to lead the upgrading and transformation of the Yangtze River economic belt. It is suggested to pay attention to the Csd Water Service Co.Ltd(603903) of the Three Gorges equity participation and the main concept sewage treatment plant.
3) water environment: in November 2021, the State Council issued the opinions on deepening the key battle of pollution prevention and control, proposing to continue to fight the key battle of urban black and smelly water treatment. During the 14th Five Year Plan period, the market space of black and odorous water body in the Yangtze River economic belt is expected to be about 28 billion yuan. It is suggested to pay attention to Shanghai Taihe Water Environmental Technology Development Co.Ltd(605081) which is a leading enterprise in water ecological restoration and the only one selected into the two EOD pilot projects.
4) industrial wastewater: the problem of chemical River reclamation is prominent. The traditional industrial wastewater pays attention to the discharge up to the standard. The 14th five year plan focuses on industrial water saving. The recycling and near zero discharge of sewage usher in a development opportunity. Membrane separation technology can well meet the needs of sewage recycling and near zero discharge. The membrane market space of the Yangtze River economic belt reaches 40 billion yuan / year. It is recommended to pay attention to China’s leading reverse osmosis membrane materials Vontron Technology Co.Ltd(000920) , membrane separation technology Suntar Environmental Technology Co.Ltd(688101) , Jiangsu Jiuwu Hi-Tech Co.Ltd(300631) , Bgt Group Co.Ltd(300774) .
steel industry research weekly: winter production restriction superimposed infrastructure recovery is expected to highlight investment opportunities in the steel sector
From the perspective of the profitability of steel enterprises, the resumption of production of steel enterprises superimposes the winter storage and replenishment of raw materials before the Spring Festival, which promotes the rebound of iron ore. The resumption of production of blast furnace in a large area squeezes the share of electric furnace, the profit per ton of steel fell from a high level, and some electric furnace steel production capacity has no profit. The profit of short process steel fell sharply. The gross profit per ton of steel was 52 yuan / ton for rebar and 512 yuan / ton for cold rolling; The profit of long process has declined slightly, but it is still high. The profit of rebar is the worst, and the gross profit per ton of steel is 785 yuan / ton, while the profit of cold rolling is the highest, and the gross profit per ton of steel is 1245 yuan / ton.
With the end of winter storage and the convening of the Winter Olympic Games, the expectation of steel production restriction becomes stricter. The demand side gradually appears with the policy effects such as real estate and basic construction stable growth. The center of gravity of steel price may gradually rise, superimposing the weakening of demand for raw materials by production restriction, and the steel profit is expected to improve. It is suggested to pay attention to: (1) ordinary steel plate: Hunan Valin Steel Co.Ltd(000932) , Xinyu Iron & Steel Co.Ltd(600782) , Beijing Shougang Co.Ltd(000959) , Maanshan Iron & Steel Company Limited(600808) , Sansteel Minguang Co.Ltd.Fujian(002110) ; (2) Special steel plate: Zhejiang Jiuli Hi-Tech Metals Co.Ltd(002318) , Zhangjiagang Guangda Special Material Co.Ltd(688186) , Citic Pacific Special Steel Group Co.Ltd(000708) , Zhejiang Yongjin Metal Technology Co.Ltd(603995) .
weekly report of electronics industry: automotive electronics, folding screen and VR have become the focus of CES
In the consumer electronics sector in 2022, the three main lines of “glory, folding screen and VR / AR” with the potential of quantitative change leading to qualitative change usher in a good layout opportunity. In the direction of folding screen, ASUS released the 17.3-inch foldable notebook zenbook 17 fold on the recent CES 2022. HP, Dell and Samsung are also expected to launch their folding NB products after Lenovo and ASUS; Combined with the new folding screen mobile phones released by oppo, Huawei and glory since 4q21, it can be seen that the folding display supported by flexible OLED technology is expected to break the previous physical form limitations of various electronic terminals and is becoming the main theme of 3C innovation. The industrial chain continues to recommend Jiangsu Gian Technology Co.Ltd(300709) , Wuhu Token Sciences Co.Ltd(300088) , Kunshan Kersen Science & Technology Co.Ltd(603626) , Boe Technology Group Co.Ltd(000725) .
weekly report of basic chemical industry: optimistic about the leading white horse and the growth target of undervalued value
Correction of energy consumption policy is good for the leading white horse of coal chemical industry and petrochemical industry in the medium and long term: affected by the dual control of energy consumption and the difficulty of project approval, the growth rate of capital expenditure of leading white horse has been maintained at 2-3% in recent two years, and the capacity of high-quality new projects of many leading chemical enterprises has not been released soon. After the correction of the energy consumption policy, under the guidance of the policy of “raw material energy consumption is not included in the total energy consumption control”, the recalculation of the project’s carbon emission will reduce the approval threshold of the new capacity of the leading Baima high-quality project in the future, and the growth will be reflected again. Focus on: Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) , Ningxia Baofeng Energy Group Co.Ltd(600989) and other leading coal chemical enterprises, Wanhua Chemical Group Co.Ltd(600309) , Rongsheng Petro Chemical Co.Ltd(002493) , Hengli Petrochemical Co.Ltd(600346) , Jiangsu Eastern Shenghong Co.Ltd(000301) , Zhejiang Satellite Petrochemical Co.Ltd(002648) and other leading petrochemical enterprises.
(source: China stock market news research center)
