With the increase of annual report forecasts in 2021, cases of expected doubling of performance began to pile up. On January 10, more than 20 listed companies released the performance forecast for 2021, of which up to 10 companies expected to double their profits. These companies are mainly distributed in chemical, new energy, chip and other industries. The Yunnan Yuntianhua Co.Ltd(600096) with both chemical and new energy factors has the highest pre increase rate. It is estimated that the performance in 2021 will increase by more than 11.8 times year-on-year.
outstanding performance of chemical enterprises
The high outlook of the chemical industry in 2021 was further confirmed in the performance forecast disclosed on the 10th. Among the 10 companies whose net profit is expected to double in 2021, there are 5 chemical enterprises, accounting for half of the country. Among them, phosphorus chemical industry leader Yunnan Yuntianhua Co.Ltd(600096) ranks first with an increase limit of 1260.11%.
According to the performance forecast released by Yunnan Yuntianhua Co.Ltd(600096) , the company's net profit in 2021 was 3.5 billion yuan to 3.7 billion yuan, a year-on-year increase of 1186.59% to 1260.11%. The main reason for the performance change is the increase of agricultural planting area, the increase of scene bearing of chemical fertilizer market and the increase of chemical fertilizer demand; With the recovery of China's economy, the market prices of polyformaldehyde, yellow phosphorus, calcium and other chemical products of the company have risen. In addition, the company's achievements in transformation and upgrading to non fertilizer businesses such as fine phosphorus chemical industry and fluorine chemical industry have gradually emerged.
However, it is worth noting that compared with the net profit growth of 2583% in the third quarter of 2021, Yunnan Yuntianhua Co.Ltd(600096) the expected growth of net profit in 2021 has dropped significantly, indicating that the net profit growth in the fourth quarter of 2021 is lower than that in the first three quarters.
Glyphosate enterprises Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) , Nantong Jiangshan Agrochemical & Chemicals Co.Ltd(600389) also benefit from agricultural development. The company's net profit is expected to reach rmb158.988 billion to rmb6.088 billion in 2021, a year-on-year increase of rmb18.8 billion. According to the semi annual report of 2021, Nantong Jiangshan Agrochemical & Chemicals Co.Ltd(600389) glyphosate technical production capacity is 70000 T / A, ranking in the forefront of the industry.
high prosperity of new energy
Under the background of "double carbon" strategy, the new energy industry represented by power battery and wind power has ushered in explosive development, which is vividly reflected in the performance pre hi company.
The leading lithium battery separator enterprise Yunnan Energy New Material Co.Ltd(002812) released a performance forecast on the evening of the 10th. It is expected to realize a net profit of 2.66 billion yuan to 2.76 billion yuan in 2021, with a year-on-year increase of 138.44% to 147.40%. The performance growth mainly benefited from the continuous improvement of wet lithium battery isolation membrane production capacity and the continuous consolidation of competitive advantage during the reporting period. In addition, the company seized the industrial development opportunity of lithium battery isolation membrane business and continued to explore domestic and foreign markets. The output and sales of wet lithium battery isolation membrane continued to grow steadily.
Also benefiting from the great development of lithium battery industry is China Baoan Group Co.Ltd(000009) . China Baoan Group Co.Ltd(000009) it is estimated that the net profit deducted from non parent company will reach 320 million yuan to 480 million yuan in 2021, with a year-on-year increase of 248.05% to 322.07%. China Baoan Group Co.Ltd(000009) said that the substantial increase in performance was mainly due to the significant increase in the net profit of the company's high-tech industry driven by the improvement of market demand in the new energy automobile industry, and the settlement profit of real estate projects and the investment income from equity disposal increased compared with the same period of last year.
According to public information, China Baoan Group Co.Ltd(000009) 's beiteri (which has landed on the Beijing stock exchange) is the leader of negative electrode materials and has a complete industrial chain of negative electrode materials for lithium-ion batteries. According to the 2021 performance forecast released by beiteri recently, it is expected to realize a net profit of 1.35 billion yuan to 1.55 billion yuan in 2021, with a year-on-year increase of 173.00% to 213.44%. The reason for the performance growth is that the market demand for battery materials is further improved, and the sales volume of positive and negative materials of the company is growing rapidly.
The leading wind turbine generator Zhejiang Windey Co.Ltd(300772) also announced the performance forecast of substantial increase. It is expected to make a profit of 430 million yuan to 550 million yuan in 2021, with a year-on-year increase of 148.55% to 217.91%. The company said that the substantial increase in orders led to the growth of the company's operating revenue, the increase in gross profit margin, and the company's operating performance increased significantly year-on-year.
Benefiting from the high scenery of the wind power industry, there is also the leader of optical materials Wuxi Acryl Technology Co.Ltd(603722) . Wuxi Acryl Technology Co.Ltd(603722) polyether amine, the main product, is one of the molding materials for wind power blades. The demand will maintain high growth in 2021, driving the company's net profit to increase by 66.09% to 100.86%.
Yto Express Group Co.Ltd(600233) the performance increased greatly in the fourth quarter of last year
The forecast of the first 2021 annual report of the express industry is quite interesting. The performance forecast was released on Yto Express Group Co.Ltd(600233) 10. It is expected to achieve a net profit of 2 billion yuan to 2.2 billion yuan in 2021, with a year-on-year increase of 13.2% to 24.52%. Although the growth rate is small, the performance in the fourth quarter is very amazing.
The performance forecast shows that in the fourth quarter of 2021, Yto Express Group Co.Ltd(600233) is expected to achieve a net profit of 1.046 billion yuan to 1.246 billion yuan, a year-on-year increase of 174.68% to 227.20%. For this achievement, Yto Express Group Co.Ltd(600233) said that it mainly benefited from the gradual improvement of the industry development environment, the obvious enhancement of the company's product pricing ability and the optimization and adjustment of customer structure.
Yto Express Group Co.Ltd(600233) said that during the reporting period, the state and some local governments successively issued a series of regulatory policies and guidance on the express industry to regulate irrational competition and promote the sustainable and healthy development of the express industry. The express industry also generally responded positively to the calls of various regulatory policies and guidance. From September 1, 2021, companies in the express industry generally increased their dispatch fees, Effectively improve the delivery remuneration of salesmen and protect the rights and interests of salesmen. Meanwhile, with the arrival of the "double 11" and other peak seasons in the fourth quarter of 2021, in order to ensure the smooth operation of the franchise network and improve the service quality and customer experience, the service unit price of the express industry has increased, the price competition situation has slowed down significantly, and gradually changed from price driven to value driven, and the industry price has continued to return to a reasonable level.
(source: Shanghai Securities News)
