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:
10 performance shares were scrambled by institutions
Statistics show that among the 112 stocks with significant growth (an increase of 50% or more) in 2021, 10 were net purchased by institutions from November 13, 2021 to January 12, 2022. Among them, the annual net profit of Col Digital Publishing Group Co.Ltd(300364) increased by 104.5%, and the net purchase of institutions was 259 million yuan, with the largest net purchase amount; There are also Yantai Zhenghai Magnetic Material Co.Ltd(300224) , Zhejiang Jolly Pharmaceutical Co.Ltd(300181) , Shanxi Meijin Energy Co.Ltd(000723) , Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) , Phichem Corporation(300398) and other stocks bought by institutions.
17 shares of announced the performance express of 2021, and 4 shares had a net profit of more than 10 billion yuan
Statistics show that as of January 12, a total of 17 Listed Companies in Shanghai and Shenzhen have issued performance letters. The highest operating income was Poly Developments And Holdings Group Co.Ltd(600048) , with an operating income of 285.048 billion yuan last year, a year-on-year increase of 17.20%; Followed by Industrial Bank Co.Ltd(601166) , China Citic Bank Corporation Limited(601998) . In terms of growth rate, the operating revenue of the company issuing the performance express achieved growth, and the highest growth rate was Leshan Giantstar Farming&Husbandry Corporation Limited(603477) . Last year, the operating revenue reached 2.994 billion yuan, a year-on-year increase of 108.03%; Followed by Foran Energy Group Co.Ltd(002911) , Zheshang Development Group Co.Ltd(000906) .
for high growth stocks with annual performance, 79 stocks saw their net profit doubled in advance
Statistics show that as of January 12, 248 companies have announced the performance forecast for 2021. According to the type of performance forecast, 189 companies were added in advance and 12 companies had expected earnings, with a total proportion of 81.05%; There are 21 and 11 companies with pre reduced performance and pre loss respectively. Among the performance prediction companies, according to the median increase of expected net profit, 79 companies have a net profit increase of more than 100%; There are 53 companies with net profit growth 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 company expects the median increase in net profit for the whole year to be 7169.15%; Jiangsu Yida Chemical Co.Ltd(300721) and Shenzhen Dynanonic Co.Ltd(300769) are expected to have a year-on-year increase of 3577.68% and 2899.14% respectively, ranking the second and third.
the latest chip concentrated stocks are released, and the main force is nearly 200 million yuan. The position is increased and the performance is reversed (attached shares)
Statistics show that 138 companies announced the latest number of shareholders as of January 10, of which the number of shareholders of 105 shares showed a downward trend and chips were concentrated. In terms of the decrease in the number of shareholders compared with the previous period, Jiangsu Rainbow Heavy Industries Co.Ltd(002483) , Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , Queclink Wireless Solutions Co.Ltd(300590) , Chengdu Dahongli Machinery Co.Ltd(300865) all decreased by more than 10%. The number of shareholders of Jiangsu Rainbow Heavy Industries Co.Ltd(002483) decreased the most, by 17.94%. Recently, 49 institutions investigated Jiangsu Rainbow Heavy Industries Co.Ltd(002483) . In the investigation, the company said that the main products of the company’s offshore wind power equipment business include various offshore wind power installation and operation platforms, offshore wind power foundation piles, offshore engineering cranes, etc. At present, the company is actively promoting the acceptance of orders for offshore wind power equipment such as super large foundation piles and jackets according to industry development and market demand.
36 Sci-tech Innovation Board companies predict the annual performance of 28 in 2021, with a pre increase of
Statistics show that as of January 12, 36 science and Innovation Board companies have announced the performance forecast for 2021. The type of performance forecast shows that there are 28 companies with pre increase and 1 company with pre profit; 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 11 companies have a net profit increase of more than 100%; There are 11 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.
institutions, shareholders and executives scrambled to buy these performance surge shares
From November 13, 2021 to January 12, 2022, among the dragon and tiger list, 543 stocks appeared in the figure of institutions, of which 310 stocks showed the status of net buying by institutions and 233 stocks were sold by institutions. There were 55 stocks with a net purchase of more than 100 million yuan by institutions, and the top three were Ningbo Orient Wires & Cables Co.Ltd(603606) , Shanghai Baolong Automotive Corporation(603197) , Yongxing Special Materials Technology Co.Ltd(002756) respectively. The net inflow of institutional funds was 748 million yuan, 632 million yuan and 390 million yuan respectively. Summary of
industry performance:
Performance forecast for 2021 of 5 banks: net profit growth of 4 banks is higher than 20%
Recently, a number of banks have successively issued annual performance forecasts for 2021. As of January 11, including one joint-stock bank Industrial Bank Co.Ltd(601166) , two urban commercial banks Bank Of Jiangsu Co.Ltd(600919) , Bank Of Chengdu Co.Ltd(601838) , and two rural commercial banks Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) , Jiangsu Suzhou Rural Commercial Bank Co.Ltd(603323) . The performance forecasts show that except Bank Of Chengdu Co.Ltd(601838) for the interval growth rate, the growth rate of net profit attributable to parent company of the other four banks is higher than 20%, of which Bank Of Jiangsu Co.Ltd(600919) is the highest, reaching 30.72%.
With the rapid growth of performance, the asset quality of the above four banks has been further consolidated and their risk resistance has been further strengthened: by the end of 2021, the non-performing rate has decreased compared with the end of the previous year, of which Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) is the lowest, only 0.81%; The provision coverage was further improved, of which Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) was the highest, reaching 531.98%.
the track is booming and the three semiconductor companies jointly sprint the scientific innovation board
On January 10, three semiconductor companies, zhongjuxin, Yuanjie technology and Beijing Tongmei, jointly sprint for IPO and knock on the door of science and innovation board. Referring to the prospectus (declaration draft), it can be seen that the three companies have their own advantages in the track, but they are all in the big development industry, and their performance rises with each passing day; The shareholder lists of the three companies are also shining, with A-share companies such as Zhejiang Juhua Co.Ltd(600160) , Zhongji Innolight Co.Ltd(300308) behind them.
three securities companies took the lead in disclosing the pre increase of performance, and institutions are optimistic about the growth of the securities industry
At the beginning of 2022, Citic Securities Company Limited(600030) , Zheshang Securities Co.Ltd(601878) , Central China Securities Co.Ltd(601375) took the lead in disclosing the pre increase of performance in 2021 among listed securities companies. Citic Securities Company Limited(600030) it is estimated that the net profit in 2021 will not be less than 17.645 billion yuan, and the annual growth rate will not be less than 18.41%; Zheshang Securities Co.Ltd(601878) the net profit is expected to increase by 30% to 40% year-on-year; Central China Securities Co.Ltd(601375) the maximum increase in net profit is expected to be 436.90%.
chemical industry: phosphorus chemical industry has outstanding performance, and the annual report market is ready to go
Performance forecasts have been released one after another, and the outstanding performance of phosphorus chemical industry has attracted market attention. As of January 11, 2022, a total of 32 chemical enterprises have issued performance forecasts for 2021, of which 3 belong to the phosphorus chemical sector. According to the upper limit of performance forecast, the three enterprises of phosphorus chemical industry rank top.
Among them, Yunnan Yuntianhua Co.Ltd(600096) is expected to have a net profit of 3.5-3.7 billion yuan, with a year-on-year increase of 1186.6% ~ 1260.1%, ranking third among the chemical enterprises that have published the performance forecast; Hubei Xingfa Chemicals Group Co.Ltd(600141) it is estimated that the net profit will reach 4.2-4.4 billion yuan, with a year-on-year increase of 573.1% ~ 605.2%, ranking fourth among the chemical enterprises that have announced the performance forecast; Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) it is expected that the net profit will reach 150-170 million yuan, with a year-on-year increase of 252.0% ~ 300.2%, ranking ninth among the chemical enterprises that have published the performance forecast.
