6 listed companies are expected to realize that the lower limit of net profit attributable to shareholders of listed companies will exceed 5 billion yuan in 2021
According to the data, as of the evening of January 11, 229 A-share listed companies disclosed 2021 performance forecasts, 196 of which were expected to be happy, with a pre happy rate of 85.59%. Among them, there were a slight increase of 60, a turnaround of 7, a continued gain of 14 and a pre increase of 115. The listed companies that have disclosed the performance forecast have maintained good performance growth as a whole.
The net profit of 5 companies increased or exceeded 10 times
In terms of net profit, the data show that among the 229 listed companies that have disclosed the performance forecast, 143 are expected to achieve the lower limit of net profit attributable to shareholders of listed companies of more than 100 million yuan, 80 more than 300 million yuan, 60 more than 500 million yuan and 36 more than 1 billion yuan in 2021. China Mobile, Citic Securities Company Limited(600030) , Tongwei Co.Ltd(600438) , Bank Of Chengdu Co.Ltd(601838) , Focus Media Information Technology Co.Ltd(002027) , China Jushi Co.Ltd(600176) 6 listed companies are expected to achieve a lower limit of net profit attributable to shareholders of listed companies of more than 5 billion yuan in 2021.
In terms of net profit growth rate, excluding the impact of loss reversing companies, it is expected that 152 companies will realize the lower limit of net profit growth attributable to shareholders of listed companies by 2021, 96 companies are expected to exceed 50%, and 51 companies are expected to exceed 100%. Five listed companies including Inner Mongoliayuan Xing Energy Company Limited(000683) , Tibet Summit Resources Co.Ltd(600338) , Beijing Hotgen Biotech Co.Ltd(688068) , Yunnan Yuntianhua Co.Ltd(600096) and Dongxin Co., Ltd. are expected to achieve a lower limit of net profit growth attributable to shareholders of listed companies of more than 1000% in 2021.
From the perspective of stock price performance, listed companies with significant growth in performance have a better overall stock price performance after the release of performance forecast. Taking Yunnan Yuntianhua Co.Ltd(600096) as an example, the company disclosed the performance forecast for 2021 on the evening of January 10, 2022. The company expects the net profit attributable to shareholders of Listed Companies in 2021 to be 3.5 billion yuan to 3.7 billion yuan, and the net profit in the same period of last year to be 272036100 yuan, a year-on-year increase of 1186.59% to 1260.11%. On January 11, 2022, Yunnan Yuntianhua Co.Ltd(600096) shares rose by the limit to close at 20.77 yuan / share.
outstanding performance in chemical industry
From the perspective of industry, the performance of media, chemical industry, medical and pharmaceutical, electronics, transportation, communication technology and other industries is outstanding. In addition, listed companies in steel, nonferrous metals, coal and other industries benefited from the rapid growth of performance in the first three quarters of 2021, and the head companies that have disclosed performance forecasts basically maintain a high level of performance growth.
Benefiting from the growth of downstream demand and the impact of product price rise, the performance of the chemical industry is bright. From the perspective of subdivided industries, sub industries such as titanium dioxide and glyphosate are particularly prominent.
Taking glyphosate as an example, as the largest herbicide variety in the world, affected by the contradiction between supply and demand, the price of glyphosate rose sharply in 2021, with an annual increase of nearly 200%, and the performance of relevant listed companies also increased significantly.
Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) announced on the evening of January 10, 2022 that it is expected to achieve a net profit of 2.6 billion yuan to 2.7 billion yuan in 2021, with a year-on-year increase of 344% to 362%. The company said that the significant year-on-year increase in the sales price of glyphosate, the main product, and the significant enhancement of profitability are one of the main reasons for the significant advance increase in performance.
For the investment logic of a shares, the Research Report of Ping An Securities shows that in the medium and long term, scientific and technological innovation and green transformation are the most deterministic direction under the background of industrial upgrading, and the high boom track is expected to continue to rise after periodic fluctuation adjustment. In terms of scientific and technological innovation, it is suggested to pay attention to high-end manufacturing, digital economy, meta universe and other sectors; In terms of green transformation, it is suggested to pay attention to industrial chains such as new energy, new energy vehicles and energy storage.
