The first quarterly performance report of A-share listed companies is in full swing. Some companies can't wait to start publishing the semi annual performance 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:
List of shares increased in the first half of the year
___ Code___ Abbreviation___ Performance forecast date___ Median increase in expected net profit (%)___ Latest closing price (yuan)___ Rise and fall since April (%)___ Net inflow of main funds in recent 5 days (10000 yuan)
___ 301150______ N middle one______ 202204.20______ 9.84______
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______ Nonferrous Metals___
Statistics show that as of April 21, one company has announced the performance forecast for the first half of the year. The type of performance forecast shows that one company is added in advance, and the proportion of good news companies is 100.00%.
2003 company announces annual report 360 performance growth of companies doubled
Statistics show that as of April 21, 2003 companies have released their annual reports for 2021, of which 1356 have increased net profit year-on-year, 647 have decreased, 1725 have increased operating revenue year-on-year, 278 have decreased, 1276 have increased net profit and operating revenue at the same time, 198 have decreased profit and revenue, and 360 have doubled their performance, of which Nuode Investment Co.Ltd(600110) has the largest increase of 742193%.
the cement industry is not booming in the peak season the performance of Companies in industry has plummeted by nearly 90%! When will the reversal come
After the rapid growth in 2019 and 2020, the performance of cement enterprises began to show a high decline trend since 2021. As a leading enterprise in the cement industry, Anhui Conch Cement Company Limited(600585) 3 disclosed its annual report on March 25, which showed that under the cost pressure of rising coal prices, Anhui Conch Cement Company Limited(600585) ended the continuous growth trend of the previous five years, with both revenue and net profit declining Gansu Qilianshan Cement Group Co.Ltd(600720) 2021: the operating revenue decreased by 1.78% year-on-year, and the net profit decreased by 34.07% year-on-year Ningxia Building Materials Group Co.Ltd(600449) 2021 operating revenue increased by 13.17% year-on-year and net profit decreased by 16.96% year-on-year.
In the first quarter of 2022, the operating performance of cement listed companies continued to be depressed. April 19 Tangshan Jidong Cement Co.Ltd(000401) disclosed that the first quarterly report showed that during the period, the company realized an operating revenue of 4.968 billion yuan, a year-on-year decrease of 2.51%; The net profit loss was 233 million yuan, with a loss of 514855 million yuan in the same period last year. In addition, Gansu Qilianshan Cement Group Co.Ltd(600720) expects the net profit in the first quarter to drop by 87% - 99%, and the profit is less than 6 million yuan Guangdong Tapai Group Co.Ltd(002233) it is estimated that the net profit in the first quarter will be 492446 million yuan - 703495 million yuan, a year-on-year decrease of 80% - 86%. The rise of coal purchase price is still an important factor affecting the performance of relevant listed companies in the first quarter
industry performance summary:
food and beverage industry weekly report: establish the bottom twists and turns forward
We still recommend that we should focus on the more definite high-end Baijiu in the long term, and change the space with time. In terms of popular products, it is suggested to select the dairy industry with controllable cost during the year and the beer sector with relatively better competition pattern and smoother pressure transmission. With the turning point of the epidemic approaching and the peak season approaching, the beer sector will continue to benefit from the gradual recovery of consumption scenes after the epidemic, superimposed with the positive impact of price increases and high-end products, and high growth can be expected. In addition, the demand for home storage has increased under the epidemic. In the short term, it is suggested to pay attention to the quick-frozen food and prefabricated vegetables.
fertilizer industry in-depth report: global grain price rise fertilizer industry boom recovery
Phosphate fertilizer: monoammonium phosphate and diammonium phosphate are the main varieties, and the phosphate fertilizer industry is highly dependent on phosphate rock resources. China's supply side reform and "three phosphorus" regulation have significantly boosted the phosphorus chemical industry chain. Since 2022, the prices of raw materials such as phosphate ore, sulfur and sulfuric acid have increased, and the profits of ammonium phosphate enterprises have continued to hang upside down. With the continuous clearing of production capacity in China's phosphorus chemical industry, ammonium phosphate enterprises will have more competitive advantages in supporting phosphate rock resources upstream and building industrial chain integration.
Potash fertilizer: potassium chloride is the main variety. Due to the limited potash resources, China's dependence on potash fertilizer import has been maintained at more than 50% for a long time. China's potash fertilizer import mainly comes from Canada, Belarus and Russia. The external situation conflict has further tightened the supply of potash fertilizer. The industry concentration of Chinese potash fertilizer enterprises is high, and Qingdao East Steel Tower Stock Co.Ltd(002545) and Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) actively explore overseas potash fertilizer resources.
Compound fertilizer: there is still room to improve the concentration and compound rate of China's compound fertilizer industry. Most ammonium phosphate enterprises have supporting compound fertilizer production capacity. In the future, leading enterprises with advantages in cost, technology, brand, service and dealer resources are expected to benefit from the improvement of the industry competition pattern. Subject of the beneficiary's subject: potafertilizer ( Qinghai Salt Lake Industry Co.Ltd(000792) \ , Xinyangfeng Agricultural Technology Co.Ltd(000902) , Hubei Yihua Chemical Industry Co.Ltd(000422) , etc.).
banking weekly: policy support for banks to transfer profits to the real economy continue to be optimistic about the banking sector
The policy helps to consolidate the fundamentals of banks and continue to be optimistic about the performance of bank stocks. It is necessary and urgent for finance to make profits to the real economy, but the policy also considers the operating pressure of banks. Under the pressure of steady growth, the policy intensity increased in the first quarter, but the economic effect has not yet reached the expectation; The steady growth policy in the second quarter will become the driving force for the performance of the banking industry in the next stage. Relevant stocks with high growth, high-quality assets and deep business moat are expected to receive more market attention.
Guotai Junan Securities Co.Ltd(601211) Securities: steel production continues to decline industry welcomes important investment opportunities
Under the background of "stable growth", the central bank's comprehensive RRR reduction and the social finance data in March exceeded market expectations, which continued to release positive signals, which boosted market confidence. The epidemic has delayed rather than disappeared the demand for steel. After the epidemic in the Yangtze River Delta has stabilized, the demand for steel has gradually warmed up, the demand for infrastructure has accelerated to make up, and the demand for real estate and automobile will also hit the bottom. At the same time, superimposed with the high prospect of steel export demand, we expect that the demand for steel in the later stage may show a pulse recovery trend. In the context of supply side reduction, the suppression of raw materials on industry profits will gradually ease. The supply side of iron ore is still increasing, and the supply guarantee policy of coke and coking coal will continue. Therefore, we expect that the raw material price center of steel plant will return to a reasonable range in the later stage, and the profit of steel plant will gradually rise.
