"Ningwang" announced to postpone the disclosure of the first quarterly report, causing an uproar; According to the latest quarterly report, 113 shares doubled.
Contemporary Amperex Technology Co.Limited(300750) delayed disclosure of quarterly report for two days
On April 24, Contemporary Amperex Technology Co.Limited(300750) issued an announcement. Based on the principle of prudence, in order to ensure the preparation quality of the first quarterly report and the accuracy of information disclosure, the disclosure time of the first quarterly report was postponed to April 30 , and the original disclosure date of the company was April 28. As soon as the news came out, it immediately caused an uproar, and 140000 shareholders of the company were nervous.
It is not uncommon for listed companies to postpone the disclosure of quarterly reports, but the situation of Contemporary Amperex Technology Co.Limited(300750) is somewhat subtle. Since last December, the company's share price has been falling all the way. The latest price is 415.34 yuan / share, with a total market value of 968096 billion yuan, and the higher point correction has been nearly 40%. At the same time, after hours on April 19, there was a rumor that the performance of Contemporary Amperex Technology Co.Limited(300750) first quarter report may be less than 5 billion yuan. If the news is true, it is significantly lower than expected. The next day, the company's share price plunged by 7.55%, and the market value evaporated by more than 80 billion yuan in a single day. In this context, Contemporary Amperex Technology Co.Limited(300750) announcement delayed the disclosure of the first quarterly report, which has the momentum of "mountain rain is coming and the wind is full of buildings".
First of all, regardless of the first quarterly report of Contemporary Amperex Technology Co.Limited(300750) , the performance of the company last year was indeed recognized by the capital market. In 2021, the company achieved a revenue of 130356 billion yuan, a year-on-year increase of 159.06%; The net profit was 15.931 billion yuan, a year-on-year increase of 185.34%; Among them, the net profit in the fourth quarter was nearly 8.2 billion yuan, setting a record high for single quarter performance. The largest performance source of the company is still power battery system, and the revenue of this business increased by 132% year-on-year; The revenue growth of the second lithium battery material and the third energy storage system was higher year-on-year, with 351% and 601% respectively.
Contemporary Amperex Technology Co.Limited(300750) holding funds exceeded Kweichow Moutai Co.Ltd(600519) in the first quarter, and were held by 1914 funds in total , holding market value was slightly lower than that of 161217 billion yuan in Maotai, which was 146.71 billion yuan in the secondary market, Contemporary Amperex Technology Co.Limited(300750) has also been favored by funds recently and has been greatly copied by foreign capital The total amount of purchase from the company has reached RMB 1.8 billion for four consecutive days april 21 and 22, Contemporary Amperex Technology Co.Limited(300750) respectively took the lead in net purchases of 632 million yuan and 642 million yuan of northbound funds for two consecutive days.
Securities companies are generally optimistic about Contemporary Amperex Technology Co.Limited(300750) Citic Securities Company Limited(600030) said that the company's fundamentals are still strong, with the market share ranking first in the world for five consecutive years. It is estimated that the sales of new energy vehicles in China / around the world will be 5.5 million and 9.62 million respectively in 2022, with the corresponding power battery demand of 286gwh and 500gwh respectively. Combined with the rapid growth of energy storage industry demand, the industry demand side is still strong, the company's production capacity will be released rapidly, and overseas power batteries and energy storage batteries are expected to accelerate the breakthrough.
Soochow Securities Co.Ltd(601555) also said that the company's stock price was wrongly killed due to various rumors recently, and the valuation was corrected to the bottom of history. 2022 is a big year for the global sales of electric vehicles and energy storage. The company has sufficient orders. It is expected that the global share will further increase to 35% +, and the shipment volume and performance are expected to continue to double. The current valuation is obviously underestimated.
quarterly disclosure sprint
double the net profit of 113 shares
The first quarterly report disclosed that it entered the sprint period. According to the statistics of data treasure, as of April 24, 761 listed companies have released the first quarter report or performance express of 2022 440 companies achieved year-on-year growth in net profit in the first quarter, accounting for nearly 60% among them, the net profit of 113 companies doubled year-on-year; The net profit growth of 66 companies fell in the range of 50% - 100%.
The doubling of net profit in the first quarter was mainly concentrated in basic chemical, electronic, power equipment, mechanical equipment and other industries, and more than 10 stocks were listed in the four sectors; In terms of the listed board, there are 58 shares on the main board, 37 shares on the gem, 17 shares on the science and innovation board, and 1 share on the Beijing stock exchange, which is Keda automatic control.
Geo-Jade Petroleum Corporation(600759) net profit growth temporarily topped the list, up to 96.64 times. The high performance growth was mainly due to the rise in the international average oil price during the reporting period and the sharp year-on-year increase in the net profit of the subsidiary maten company. The rise in the international oil price promoted the growth of the company's revenue by only 27.17%. Thereafter, the net profit of Zhongnongfa Seed Industry Group Co.Ltd(600313) , Guangdong Orient Zirconic Ind Sci And Tech Co.Ltd(002167) increased by 45.18 times and 37.76 times respectively, and the net profit of Guangxi Yuegui Guangye Holdings Co.Ltd(000833) and Lecron Industrial Development Group Co.Ltd(300343) increased by more than 22 times.
Against the backdrop of unilateral decline in the market, 113 stocks with doubled net profit have fallen by an average of 7.14% since April. 8 shares rose by more than 10% in total, with Shanxi Blue Flame Holding Company Limited(000968) , Shanghai Yizhong Pharmaceutical Co.Ltd(688091) -u, Joyvio Food Co.Ltd(300268) rising 58.76%, 45.89% and 35.88% respectively; The correction of 9 shares exceeded 20%, led by Casin Real Estate Development Group Co.Ltd(000838) , Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Shenzhen Jingquanhua Electronics Co.Ltd(002885) , Zhejiang Yongtai Technology Co .Ltd(002326) , with a range of more than 25%.
In terms of valuation, Inner Mongoliayuan Xing Energy Company Limited(000683) , Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) , Guanghui Energy Co.Ltd(600256) , Yunnan Yuntianhua Co.Ltd(600096) , Cnsig Inner Mongolia Chemical Industry Co.Ltd(600328) and Anhui Wanwei Updated High-Tech Material Industry Co.Ltd(600063) the latest rolling P / E ratio is less than 10 times, which is basically a stock in the basic chemical sector.
the performance of 77 shares decreased significantly
these stocks suffered losses in advance due to the epidemic
A total of 77 shares with a year-on-year decline of more than 100% in the first quarter net profit, and 14 shares in the computer industry. Of which Shandong Longquan Pipeline Engineering Co.Ltd(002671) net profit decreased by more than 2000% Qingdao Zhongzi Zhongcheng Group Co.Ltd(300208) , Chengdu M&S Electronics Technology Co.Ltd(688311) , Beijing Sanju Environmental Protection & New Materials Co.Ltd(300072) and Lingda Group Co.Ltd(300125) also fell by more than 1100%.
Starting from the market value, there are not 100 billion shares in the above 77 shares, and the highest market value is Lens Technology Co.Ltd(300433) , and the company's net profit in the first quarter fell 134.12% year-on-year; Second place Songcheng Performance Development Co.Ltd(300144) decreased by 129.15%; The third place Tangshan Jidong Cement Co.Ltd(000401) fell 352.88%.
Among the stocks that have predicted the performance of the first quarter, 31 stocks made it clear that due to the repeated impact of the epidemic, the company's net profit fell by more than 100% year-on-year. Among them, Hengli Industrial Development Group Co.Ltd(000622) , Lijiang Yulong Tourism Co.Ltd(002033) , Zhuhai Zhongfu Enterprise Co.Ltd(000659) 3 shares are continuing losses, and the rest are the first losses. Most of the pre loss stocks are small and medium-sized market value stocks, which has a considerable relationship with the factors such as the growth of small and medium-sized enterprises, low market share, relatively fragile supply chain, weak anti risk ability and so on.
In terms of industry, construction, social services, national defense and military industry, computer, automobile and light industry manufacturing have many stocks on the list. The two stocks with the highest loss in advance - Shandong Longquan Pipeline Engineering Co.Ltd(002671) and Yunnan Yuntou Ecology And Environment Technology Co.Ltd(002200) belong to the construction sector, and the impact of repeated epidemic on the company's sales revenue and construction progress is mentioned in the forecast. Subsequently, two social service units, Dark Horse Technology Group Co.Ltd(300688) and Yunnan Tourism Co.Ltd(002059) also said that the epidemic had a great impact on the company's urban expansion business and tourism business
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