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:
163 shares annual performance in 2021 is expected to increase
Statistics show that as of January 11, 214 listed companies have announced the performance forecast for 2021. The type of performance forecast shows that there are 163 pre increase companies and 7 pre profit companies; There are 19 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, 62 companies have a net profit increase of more than 100%; There are 44 companies with a net profit increase of 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 performance of listed securities companies in 2021 is the first to see: the three companies take the lead in predicting Citic Securities Company Limited(600030) net profit is expected to reach 20 billion
At the beginning of the new year, three listed securities companies took the lead in disclosing the pre increase of performance in 2021. The estimated net profit of Citic Securities Company Limited(600030) leading securities companies is no less than 17.645 billion yuan; Zheshang Securities Co.Ltd(601878) the net profit is expected to grow steadily; Central China Securities Co.Ltd(601375) it is expected that the year-on-year increase of net profit can reach 436.9%. It can be seen that in 2021, driven by the continuous improvement of multi-level capital market, the steady progress of basic system reform and active market trading, the performance of listed securities companies continued to maintain a bright growth trend.
Beijiao stock exchange’s first performance forecast for 2021. The market value of “first brother” beiteri is expected to increase its net profit by more than 173% year-on-year
Here comes the first performance forecast of Beijing stock exchange in 2021! Beiteri (835185) released the annual performance forecast for 2021 on January 10. It is expected that the net profit attributable to the parent company will be RMB 1.35 billion-1.55 billion in 2021, with a year-on-year increase of more than 173%.
the price of benefited products rises Yunnan Yuntianhua Co.Ltd(600096) the performance in 2021 is expected to increase by 12 times
Yunnan Yuntianhua Co.Ltd(600096) announced on January 10 that it is expected to realize a net profit of 3.5 billion yuan to 3.7 billion yuan in 2021, with a year-on-year increase of 1186.59% to 1260.11%; It is expected to realize the deduction of non net profit of RMB 3.39 billion to RMB 3.59 billion. It is disclosed that in 2021, the amount of non recurring profits and losses such as government subsidies and asset disposal of the company was about 110 million yuan, and the amount of non recurring profits and losses in the same period of last year was 224 million yuan, a year-on-year decrease of about 114 million yuan.
32 science and Innovation Board companies predict the annual performance of 25 in 2021, with a pre increase of
Statistics show that as of January 11, 32 science and Innovation Board companies have announced the performance forecast for 2021. The type of performance forecast shows that 25 companies are added in advance; There are 2 companies with reduced performance and 3 companies with loss in advance. Among the performance prediction companies, according to the median increase of expected net profit, a total of 10 companies have a net profit increase of more than 100%; There are 9 companies with net profit growth of 50% ~ 100%. In terms of individual stocks, Beijing Hotgen Biotech Co.Ltd(688068) is expected to have the highest increase in net profit. The company expects the median increase in net profit in 2021 to be 1840.81%; The median year-on-year growth of Dongxin shares and Ningbo Ronbay New Energy Technology Co.Ltd(688005) expected net profit were 1090.29% and 324.75% respectively. Summary of
industry performance:
pharmaceutical industry weekly: IV. how is the sustainability of the recent Chinese medicine market
Recently, the market performance of the traditional Chinese medicine industry is strong. We believe that there is a strong foundation for the sustainability of the traditional Chinese medicine market in the aspects of traditional Chinese Medicine Inheritance and innovation, payment, price increase and centralized collection with volume. First, the reform of the evaluation system of traditional Chinese medicine and the optimization of registration classification laid the first year for the great development of classic famous prescriptions, tested prescriptions and national drugs of traditional Chinese medicine. In 2021, the State Food and Drug Administration urgently approved three new traditional Chinese medicine drugs against covid-19 virus, and approved the listing application of eight new traditional Chinese medicine drugs such as Yishen Yangxin Anshen tablets, with the largest number of new traditional Chinese medicine drugs approved in recent five years. Second, the payment policy is conducive to the great development of traditional Chinese medicine. Recently, the State Administration of traditional Chinese medicine and the State Medical Insurance Bureau jointly issued the guiding opinions on medical insurance supporting the inheritance, innovation and development of traditional Chinese medicine, adding medical insurance at the payment end to support the inheritance and development of traditional Chinese medicine; Third, due to the price increase of upstream traditional Chinese medicine, traditional Chinese medicine (decoction pieces and Chinese patent medicine) is one of the few pharmaceutical products with the basis of price increase. Due to the rise of raw material prices, many traditional Chinese medicine enterprises have successively announced the price increase of some products; Fourth, the purchase of traditional Chinese medicine with quantity, the centralized collection and landing of traditional Chinese medicine are relatively mild, the number of exclusive varieties of traditional Chinese medicine is large, and the competition is relatively mild.
comment report on the real estate industry: the risk of real estate enterprises has been gradually eliminated, and the confidence in the valuation and repair of the property sector has increased
We believe that the valuation repair path of property enterprises is similar to that of real estate enterprises. We suggest paying attention to: 1) central enterprise property companies with high safety margin: Poly property, CNOOC property, China Resources Vientiane life, China Merchants Property Operation & Service Co.Ltd(001914) ; 2) Private property management enterprises with high corporate governance independence and strong third-party expansion ability are manifested in the introduction of war investment to optimize the governance structure and the high proportion of the third party in the management area. It is suggested to pay attention to: Jinke service, Xuhui Yongsheng service, country garden service, etc; 3) The industry risk is further alleviated, and the over falling property enterprises have valuation repair opportunities. It is suggested to pay attention to: rongchuang service, Shimao service, xinchengyue service, etc.
monthly report of media industry: there is still room for the upward valuation of virtual human and NFT frequency
From the perspective of vertical comparison of historical valuation, the valuation of Internet Film and television audio, publishing, other advertising marketing, games, information search and aggregation sectors is below 50% of the valuation in recent five years, and the valuation of radio and television, film and television and other cultural and entertainment sectors is at the higher quantile of historical valuation. Driven by the theme of meta universe, the hot spots of the sector have been decentralized. Driven by the related segmentation themes including VR / AR games, virtual people and NFT, as well as the rising prosperity of the cultural and entertainment consumer market at the end of the year, the valuation of the industry and segment has been improved. However, from the perspective of lengthening the cycle, the valuation of the media sector is still 26 times lower than the median valuation and 28 times the average valuation in recent five years; In recent years, driven by internal and external factors such as tightening regulatory policies and intensified market competition, the company has accelerated the survival of the fittest at the company level, and optimized the asset quality through goodwill impairment, so as to realize “the leftover is the king”. Therefore, we believe that there is still room for upward valuation of the sector and the company in the future, and we suggest to continue to pay attention to the leading companies in the subdivided sector.
The 14th week of the “digital government affairs industry” plan: 123567}
With the new infrastructure as the core, accelerate the process of cloud, intelligence and digitization of enterprises, and recommend investors to pay attention to high-quality targets with strong performance certainty under the high-profile sector. From the market and valuation of 2021q1-q3, the valuation of the computer industry has rebounded at the bottom. From the configuration of fund positions in 2021q3, the configuration of the computer industry is still low. From the performance of 2021q1-q3, artificial intelligence, information innovation, construction informatization, cloud computing and other fields perform well. It is recommended to focus on the changes of company orders and capital expenditure in relevant fields. We mainly recommend the fields of industrial Internet, industrial software, information innovation, intelligent driving and network security.
(source: China stock market news research center)
