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:
China’s textile and garment exports hit a new high in the first quarter 16 doubled the performance of concept stocks
Recently, the annual reports of textile and clothing companies have successively disclosed that sports brands at home and abroad have shown brilliant performance and operating efficiency. Since mid March, the epidemic has had a significant negative impact on the fundamentals and valuation of the sector, but it does not affect the potential energy improvement and industry growth prospects of medium and long-term high-quality local sports brands. Institutions are optimistic about the opportunity of fundamentals and valuation rebound under the background of historical low valuation.
Statistics show that as of April 21, among the textile and clothing concept stocks that have disclosed the annual report or performance forecast, according to the lower limit of the annual report or forecast, the net profit of Huali Industrial Group Company Limited(300979) Zhejiang Semir Garment Co.Ltd(002563) Bros Eastern Co.Ltd(601339) Bros Eastern Co.Ltd(601339) Winner Medical Co.Ltd(300888) in 2021 exceeded 1billion yuan. The performance of 16 concept stocks doubled, of which Jiangsu Jujie Microfiber Technology Group Co.Ltd(300819) net profit increased by more than 3 times, ranking first Zhe Jiang Taihua New Material Co.Ltd(603055) , Bros Eastern Co.Ltd(601339) , Ribo Fashion Group Co.Ltd(603196) , Huafu Fashion Co.Ltd(002042) 4 share net profit increased by more than 2 times, followed by Guirenniao Co.Ltd(603555) , Luthai Textile Co.Ltd(000726) , Fujian Fynex Textile Science & Technology Co.Ltd(600493) and other performance growth exceeded 100%.
“ningwang” performance burst! Last year, the profit was nearly 16 billion and the market share was double, with another 13 billion expanding production
On April 21, Contemporary Amperex Technology Co.Limited(300750) released its annual report. In 2021, the company’s total revenue was 130356 billion yuan, an increase of 159.06% year-on-year; The net profit attributable to shareholders of listed companies was 15.931 billion yuan, a year-on-year increase of 185.34%.
The average profit forecast of Contemporary Amperex Technology Co.Limited(300750) 2021 by many institutions was 11.23 billion yuan, with a year-on-year growth rate of 101.14%. This means that the performance of Contemporary Amperex Technology Co.Limited(300750) is better than the market expectation, but the stock price is not satisfactory in the near future. Data show that as of the closing on April 21, Contemporary Amperex Technology Co.Limited(300750) reported 409.11 yuan / share. Since this year, the share price has fallen by more than 30%, and the market value has fallen below trillion to 953.6 billion yuan. On the same day, Contemporary Amperex Technology Co.Limited(300750) also announced that it would not pay dividends to expand investment and planned to invest no more than 13 billion yuan to build a new energy battery industry base. The investment amount of the project accounts for 80% of the company’s profit in 2021.
performance explosion Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) in the first quarter, the net profit after deducting non-profit increased by 347.73% – 408.78% year-on-year
On April 21, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) released the performance forecast for the first quarter of 2022, and the performance comprehensively exceeded expectations. According to the announcement, the company expects to achieve a net profit of 90 million yuan to 100 million yuan attributable to shareholders of Listed Companies in the first quarter of 2022, an increase of 217.82% to 253.13% over the same period of last year; It is estimated that the net profit attributable to the parent company after deducting non recurring profits and losses will reach 88 million yuan to 98 million yuan, an increase of 347.73% to 408.78% over the same period of last year; It is expected to achieve basic earnings per share of about 0.40 yuan / share to 0.45 yuan / share.
three operators’ first quarter performance released! Daily profit in the first quarter: 387 billion 5g package users: 849 billion
On April 21, the first quarter results of the three major telecom operators were released. In the first quarter, the operating revenue and net profit of the three operators were growing; The total net profit attributable to the shareholders of the listed company is 34.854 billion yuan, and the daily profit is about 387 million yuan.
On April 21, China Mobile released the first quarter report of 2022. During the reporting period, China Mobile achieved an operating revenue of 227.3 billion yuan, a year-on-year increase of 14.6%. Among them, the main business income was 193.8 billion yuan, a year-on-year increase of 9.1%. The net profit attributable to shareholders of the parent company was RMB 25.6 billion, an increase of 6.5% year-on-year.
The day before yesterday, China Telecom Corporation Limited(601728) released its first quarter report, which showed that the operating revenue was RMB 118576 billion, an increase of 11.5% over the same period last year, including service revenue of RMB 110024 billion, an increase of 9.9%. The net profit attributable to shareholders of listed companies was 7.223 billion yuan, an increase of 12.1% over the same period last year.
On April 21, China United Network Communications Limited(600050) announced that the operating revenue in the first quarter of 2022 was RMB 89.022 billion, an increase of 8.2% over the same period last year; The net profit attributable to shareholders of listed companies was RMB 2.031 billion, an increase of 20% over the same period last year
industry performance summary:
2003 company announces annual report 361 double performance of companies
Statistics show that, as of April 22, 2003 companies have released their annual reports for 2021, of which 1358 have a year-on-year increase in net profit, 645 have a decrease, 1725 have a year-on-year increase in operating income, 278 have a decrease, 1278 have a simultaneous increase in net profit and operating income, 198 have a decrease in profit and income, and 361 have doubled their performance, of which Nuode Investment Co.Ltd(600110) has the largest increase of 742193%.
pharmaceutical and biological industry: the theme of post epidemic new medical infrastructure drives the development of industrial chain
The new medical infrastructure will bring prosperity to the whole industrial chain of purification services, medical equipment and informatization.
We believe that the investment in new medical infrastructure has three characteristics: 1 The subject matter has a large width and covers a wide range, mainly including medical engineering, medical equipment and medical informatization; 2. The proportion of capital construction value chain is different. According to the hospital construction process, the bidding and admission process are completed successively. The proportion of project investment is 20%, 25% and 15% respectively. 3. The investment has progressed successively, first medical civil engineering, then medical special projects, medical embedded equipment, medical informatization, other medical equipment, etc., and relevant companies have benefited from the time echelon.
in depth research on new power system industry: building a powerful country through energy network power cables start again
As the main unit carrying electric energy, power cable will still play an important role in the construction of grid energy network and new power system. It will not only maintain a growth rate higher than GDP in total, but also tilt towards high-end products in technology. The “sea, land and air” will develop in parallel, and the investment opportunities of the industry will appear. 1) Jiangsu Zhongtian Technology Co.Ltd(600522) : the leader in cable R & D and manufacturing. New energy and new materials bloom in many places. The first coverage is rated as “overweight”, and the target price is 17.66 yuan; 2) Ningbo Orient Wires & Cables Co.Ltd(603606) : Sea and land cables go hand in hand, high-end products help take off, and “overweight” rating is given for the first time, with a target price of 51.52 yuan; 3) Baosheng Science And Technology Innovation Co.Ltd(600973) : the demand for traditional cables is stable, and submarine cables inject development power. The “overweight” rating is given for the first time, and the target price is 6.05 yuan; 4) Chang Lan Electric Technology Co.Ltd(002879) : a domestic pioneer focusing on cable accessories, with a “overweight” rating for the first time, with a target price of 17.07 yuan; 5) Jiangsu Ankura Smart Transmission Engineering Technology Co.Ltd(300617) : Pioneer power transmission expert, serving the future power, giving “overweight” rating for the first time, with a target price of 47.46 yuan; 6) It is suggested to pay attention to: Qingdao Hanhe Cable Co.Ltd(002498) , Zhejiang Wanma Co.Ltd(002276) , Dalian Insulator Group Co.Ltd(002606) .
insurance industry fundamentals combing: “Chinese version of IRA ” is about to land optimistic about long-term development potential
On April 21, the State Council issued the opinions on promoting the development of individual pension, which officially established that the third pillar will operate in the form of account system. According to the document, the coverage is for workers who participate in the basic old-age insurance for urban employees or the basic old-age insurance for urban and rural residents in China, which is basically similar to the IRA.
Optimistic about long-term development space. Compared with the previous product system, the account system is obviously flexible. In the long run, with reference to the experience of IRA, it is estimated that it will bring 8-9 trillion incremental funds in 10 years, which will benefit all kinds of financial institutions in the capital market. In terms of the strength and expected scope of the introduction of the detailed rules on investment, the detailed rules on investment have not been issued for a long time, and the impact is expected to be limited in the short term.
new energy vehicle industry strategy report: significant repair of battery profitability focus on the certainty of segment track
We believe that the impact of rising costs on the profitability of the battery sector has come to an end for the time being. Investment suggestion: recommend the core assets of the industrial chain Contemporary Amperex Technology Co.Limited(300750) , Yunnan Energy New Material Co.Ltd(002812) , Eve Energy Co.Ltd(300014) , and have strong α Hunan Zhongke Electric Co.Ltd(300035) ; In the context of rising energy prices, it is suggested to focus on the overseas household storage segment with stronger growth certainty during the year, and recommend Pylon Technologies Co.Ltd(688063) , Guangzhou Great Power Energy&Technology Co.Ltd(300438) ; In terms of battery technology upgrading, it is recommended to pay attention to the leading segments with R & D advantages and technology preemptive layout. It is recommended to pay attention to Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Cngr Advanced Material Co.Ltd(300919) , Guangdong Jiayuan Technology Co.Ltd(688388) , Shanghai Putailai New Energy Technology Co.Ltd(603659) , and Shenzhen Kedali Industry Co.Ltd(002850) , beiteri, Guangzhou Tinci Materials Technology Co.Ltd(002709) (covered by the chemical group), Nuode Investment Co.Ltd(600110) .
