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:
first quarter performance surge list: 169 share net profit doubled
Statistics show that as of April 20, 519 companies have released quarterly performance forecasts. According to the type of performance forecast, 340 companies are added in advance and 31 companies are expected to make a profit. The proportion of companies reporting good news in total is 71.48%; There are 66 and 57 companies with pre reduced performance and pre loss respectively. Among the performance prediction companies, according to the median increase of expected net profit, 169 companies have a net profit increase of more than 100%; There are 107 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.
1950 the company released its annual report 353 the performance of companies doubled
Statistics show that, as of April 20, 1950 companies have released their annual reports for 2021, of which 1320 have a year-on-year increase in net profit, 630 have a decrease, 1681 have a year-on-year increase in operating income, 269 have a decrease, 1243 have a simultaneous increase in net profit and operating income, 192 have a decrease in profit and income, and 353 have doubled their performance, of which Nuode Investment Co.Ltd(600110) has the largest increase of 742193%.
covid-19 virus antigen detection company has a good performance
Listed companies actively layout the field of covid-19 virus antigen detection Beijing Strong Biotechnologies Inc(300406) 4 on April 19, the company said on the interactive platform that it was accelerating the registration of covid-19 virus antigen detection kit in China Hybio Pharmaceutical Co.Ltd(300199) 418 announcement, the company intends to cooperate in the research and development of household New Coronavirus antigen detection kit.
Industry insiders believe that the great increase in the demand for covid-19 virus antigen detection in China will drive the industrial chain to a market space of 100 billion yuan. At the same time, Chinese enterprises have emerged in the overseas market, and the product power and channels have been verified. The demand for covid-19 virus antigen self-test in the overseas market is about several times that in China, and the market scale is further expanded. It is suggested to continue to pay attention to the upstream and downstream opportunities of the industrial chain.
a number of seed industry companies achieved outstanding results last year the boom is expected to rise stimulated by high grain prices
Recently, a number of seed industry companies have disclosed their performance, among which the gross profit of seed business has increased. At the same time, the current rise in the price of corn commodity grain and the increase in the access threshold for corn seed production also have a certain impact on the corn seed industry, which may face a reshuffle The Gansu Dunhuang Seed Group Co.Ltd(600354) annual report shows that the company had a revenue of 920 million yuan and a net profit of 90.51 million yuan last year. Among them, the revenue of seed business was 606 million yuan, with a gross profit margin of 25.86%, an increase of 3.97 percentage points year-on-year The Zhongnongfa Seed Industry Group Co.Ltd(600313) annual report shows that last year, the revenue was 3.764 billion yuan and the net profit was 36.31 million yuan. Among them, the seed business realized an operating revenue of 878 million yuan, a year-on-year increase of 42%; Gross profit was 180 million yuan, up 39% year-on-year
industry performance summary:
The overall performance of the securities industry is under pressure for one quarter
In the context of the downward market shock this year, the investment and research capacity of different companies will be directly reflected in the performance difference of self operated business income. In addition, the derivatives business ability of head securities companies is stronger than that of small and medium-sized securities companies, and their profitability in terms of anti risk fluctuation and structural market is stronger. In addition, it is common for the sci-tech innovation board to break new shares and investors to abandon their purchases this year. The follow-up investment system makes securities companies actively or passively bear the risk of investment income. The different performance of IPO will directly affect the company’s performance and cause further performance differentiation.
real estate industry tracking weekly report: the relaxation of hot cities is strengthened supply side policies or continuous efforts
Since the beginning of 2022, the policy warm wind has been blowing frequently, and the relaxation policy of real estate has expanded from the third and fourth tier cities to the strong second tier cities, with increasing efforts, and even breaking through the purchase and sale restrictions. Under the premise of economic instability, relaxation and “no speculation in housing and housing”, there are still high expectations for improvement in the policy. The key to market recovery lies in the improvement of credit and liquidity problems of real estate enterprises on the supply side. Recently, many departments of the CSRC issued documents to support the financing of private enterprises, relax the supervision of pre-sale funds of commercial housing in Nanjing, and relieve the difficulties of real estate enterprises during the epidemic in Kunming, which successively released the signals of supply side relaxation. If the credit and liquidity of real estate enterprises continue to work in the future, this round of market will be more catalytic. In the short term, during the period of fundamentals bottoming, the valuation will be gradually repaired, and the industry opportunities are greater than individual stocks. In the medium and long term, with the contraction of some risk real estate enterprises, the head company will get more opportunities for resource integration, and the industry pattern will be optimized. It is suggested to pay attention to China’s overseas development, Poly Developments And Holdings Group Co.Ltd(600048) , China Vanke Co.Ltd(000002) , China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , 5I5J Holding Group Co.Ltd(000560) .
in depth report on electrical equipment industry: short-term impact brings layout opportunities demand keeps improving for a long time
We believe that the new energy automobile industry will maintain the trend of rapid increase in penetration rate, and the short-term trough will bring better opportunities for relocation. From the perspective of investment rhythm, the stage with the greatest contradiction between supply and demand is about to pass, and the short term is a good layout period; As the demand side is better, the supply side of the industrial chain will be released faster in the second half of the year, and the growth environment will be better.
We believe that we should pay attention to investment opportunities in three directions: (a) core growth: invest according to the level of barriers (batteries, lithium resources, diaphragms, negative electrodes, etc.), Contemporary Amperex Technology Co.Limited(300750) , Shanghai Putailai New Energy Technology Co.Ltd(603659) , Yunnan Energy New Material Co.Ltd(002812) , and other companies benefit; (b) Post cycle: companies such as Guangzhou Great Power Energy&Technology Co.Ltd(300438) and others benefit from flexible investment according to the growth rate, such as energy storage, power exchange and other sectors; (c) New technology: invest according to the penetration rate, such as 4680, flat wire, etc. Beijing Easpring Material Technology Co.Ltd(300073) , Gold Cup Electric Apparatus Co.Ltd(002533) and other companies benefit.
medical service industry weekly: medical insurance bureau promotes the speed-up and expansion of centralized procurement create Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) chain long-term benefits
Considering the rigid demand for medical services, the demand for diagnosis and treatment is expected to delay the outbreak after the epidemic eases, driving the rapid rebound of passenger flow. Under the background that the epidemic situation is expected to be gradually controlled and usher in an inflection point, the medical services and consumer medicine related to the epidemic recovery have entered the configuration window period, which deserves special attention. In terms of industrial layout, we maintain the “overweight” rating of the medical service industry, and suggest that investors continue to pay attention to the layout opportunities brought by the adjustment of sectors with Chinese advantages, and adhere to the stock selection ideas of “policy immunization” and “innovation”. Suggestions: (1) innovative drug seller “CXO” industrial chain company. (2) Private specialized medical service leading company. (3) Third party medical laboratory leading company.
