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:
more testing needs performance of more listed companies soared
Statistics show that among the 92 covid-19 detection concept sectors, 35 companies have announced or predicted the results of the first quarter. Due to the increased demand for covid-19 antigen detection, the net profit of more than 10 companies increased by more than 100% year-on-year Guangzhou Wondfo Biotech Co.Ltd(300482) is one of the leading enterprises of POCT (on-site real-time detection) in China. The net profit of the company in the first quarter was 904 million yuan, an increase of 481% year-on-year and about 124 times month on month. Last year, the company’s annual net profit was only 634 million yuan, which means that the company’s net profit in the first quarter of this year has exceeded that of last year.
Also benefiting from the sharp increase in the demand for covid-19 testing products, Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) it is estimated that the net profit in the first quarter of this year is 1.35 billion yuan – 1.45 billion yuan, with a year-on-year increase of 295.61% – 324.91% Hangzhou Alltest Biotech Co.Ltd(688606) expected profit of 1.03 billion yuan to 1.19 billion yuan, with a year-on-year increase of 585% – 692% Andon Health Co.Ltd(002432) it is estimated that the net profit in the first quarter will be 14-16 billion yuan, an increase of 36707% – 41966% over the same period of the previous year.
a large number of companies reported good results in the first quarter some net profits increased by nearly 140 times
On April 25, a large number of A-share companies disclosed the results of the first quarter of 2022. Some companies continued the high growth trend since 2021, and the net profit increased by more than 100%. In the first quarter of this year, the performance of new energy track stocks was still bright, and the performance of new energy companies represented by lithium battery and photovoltaic industry chain was quite bright Youngy Co.Ltd(002192) 25 disclosed in the first quarter, the revenue was 478 million yuan, an increase of 339.46% over the same period last year; The net profit was 254 million yuan, an increase of 1399626% over the same period last year. Other new energy industry chain companies, such as Yongxing Special Materials Technology Co.Ltd(002756) , Qinghai Salt Lake Industry Co.Ltd(000792) , Miracle Automation Engineering Co.Ltd(002009) and others, saw their net profits increase by more than 100% in the first quarter.
over 50 listed companies amend 2021 annual performance forecast asset impairment credit impairment as “high frequency words”
According to the reporter’s statistics, as of the early morning of April 26, a total of 54 listed companies issued the revised announcement of 2021 annual performance forecast during the month. Most of them were adjusting their performance downward, and the net profit of many companies changed from profit to loss. The reasons for downward correction of performance mostly involve credit impairment, asset impairment, epidemic impact and so on.
fruit chain performance differentiation in the first quarter: Lansi and goer decline Anjie and Zhaoyi growth
According to the data, as of April 25, a total of 11 “fruit chain” listed companies have announced the performance or forecast of the first quarter of 2022. From the perspective of net profit, “joys and sorrows are not interlinked”, and the trend of performance differentiation is obvious. Among the 11 companies, Suzhou Anjie Technology Co.Ltd(002635) ( Suzhou Anjie Technology Co.Ltd(002635) ) expects the net profit in the first quarter to increase by 15 to 21 times year-on-year Gigadevice Semiconductor (Beijing) Inc(603986) ( Gigadevice Semiconductor (Beijing) Inc(603986) ) and Byd Company Limited(002594) ( Byd Company Limited(002594) ) also show that the net profit has at least doubled. On the other hand, the two giants of fruit chain Goertek Inc(002241) ( Goertek Inc(002241) ), Lens Technology Co.Ltd(300433) ( Lens Technology Co.Ltd(300433) ) and Telling Telecommunication Holding Co.Ltd(000829) ( Telling Telecommunication Holding Co.Ltd(000829) ) showed a decline. The net profit of the other five companies was mediocre, with most of the increase in the range of 20% to 75%. Various signs confirm the reporter’s previous research report conclusion that the demand for consumer electronics is weak this year, and the life of relevant industrial chain companies may be difficult
industry performance summary:
light industry manufacturing weekly report: the real estate chain is expected to recover waiting for the recovery of household prosperity
Under the guidance of the policy of “implementing policies for the city”, all localities have successively issued the policy of “stabilizing the property market”, reducing the proportion of the first down payment, increasing the amount of provident fund loans, weakening the demand side restrictions, and regional regulation is expected to improve the overall fundamentals of real estate from bottom to top. The gradual improvement of the real estate chain will drive the post cycle of real estate, and the liquidity of the home sector is expected to continue to improve. Leading enterprises will take the lead in benefiting from the brand Channel advantages are expected to continue to expand market share.
computer industry week view: the construction of digital government driven by policy is expected to accelerate
With the new infrastructure as the core, accelerate the process of cloud, intelligence and digitization of enterprises, and recommend investors to pay attention to high-quality targets with strong performance certainty under the high-profile sector. From the market and valuation of 2021q1-q4, the valuation of the computer industry has rebounded at the bottom. From the configuration of fund positions in 2021q4, the configuration of the computer industry is still low. It is suggested to focus on the changes of company orders and capital expenditure in relevant fields. We mainly recommend the fields of industrial Internet, industrial software, information innovation, intelligent driving and network security.
cross market weekly report of pharmaceutical and biological industry: repeated covid-19 epidemic domestic covid-19 specific drugs will be accelerated
Know constantly, change clearly, keep right and innovate. Based on the changes and invariance of pharmaceutical investment, we believe that we should actively grasp the investment opportunities in the direction of innovation and internationalization in the future.
In terms of innovative drugs and vaccines, Rongchang Biology (H) is recommended; For CXO, recommend Pharmaron Beijing Co.Ltd(300759) , Pharmablock Sciences (Nanjing) Inc(300725) ; In the field of equipment and Life Sciences, it is recommended that Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Shinva Medical Instrument Co.Ltd(600587) , Amoy Diagnostics Co.Ltd(300685) ; In terms of innovative cutting-edge technologies, pay attention to unlisted enterprises such as Aibo biology; For domestic consumption, we recommend Jinxin reproduction (H), Lbx Pharmacy Chain Joint Stock Company(603883) , Shandong Wit Dyne Health Co.Ltd(000915) , Boya Bio-Pharmaceutical Group Co.Ltd(300294) .
auto industry week view: 4 auto sales affected auto supply chain is expected to gradually recover
In March, the sales volume of new energy vehicles was 484000, with a year-on-year increase of 114.1%. From January to March, the cumulative sales volume was 1257000, with a year-on-year increase of 138.6%. The regional epidemic led to the limited supply of new energy vehicle industry chain and the high price of superimposed raw materials, which greatly affected the new energy vehicle industry in the short term. In the medium and long term, the good performance of Tesla and other new energy vehicle enterprises in the first quarter has formed a positive incentive for the industry. At present, the demand for new energy vehicles has not been significantly affected, The penetration rate of electric vehicles continues to increase. With the resumption of work and production of the industrial chain, the industry is expected to improve marginally. It is suggested to focus on the leading enterprises with leading technological innovation and obvious integrated cost advantage.
