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:
institutions, shareholders and executives scramble to buy these performance surge shares
From February 28 to April 27, among the dragon and tiger list, 468 individual stocks appeared in the figure of institutions, of which 183 stocks showed the status of net buying by institutions and 285 stocks were sold by institutions. There were eight stocks with a net purchase of more than 100 million yuan by institutions, and the top three were Yonghui Superstores Co.Ltd(601933) , Tech-Bank Food Co.Ltd(002124) , Andon Health Co.Ltd(002432) , and the net inflow of institutional funds was 381 million yuan, 370 million yuan and 267 million yuan respectively. Among the 1189 stocks with significant growth (an increase of 50% or more) in 2021, 54 were net purchased by institutions from February 28 to April 27.
3148 the company released its annual report 557 the performance of companies doubled
Statistics show that, as of April 27, 3148 companies have released their annual reports for 2021, of which the net profit of 2015 increased year-on-year, 1106 decreased, the operating income of 2631 increased year-on-year, 490 decreased, the net profit and operating income increased at the same time, 1879 companies including Nuode Investment Co.Ltd(600110) and 354 companies including Guangdong Songfa Ceramics Co.Ltd(603268) and 354 companies including Guangdong Songfa Ceramics Co.Ltd(603268) and 557 companies doubled their performance, of which Nuode Investment Co.Ltd(600110) increased the most, reaching 742193%.
bid farewell to version number disturbance game listed company performance “cloudy to sunny”
On the evening of April 25, the listed companies of head game Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) and Perfect World Co.Ltd(002624) successively disclosed their annual reports of 2021. The performance growth rate was not bright, and Tencent’s game revenue increased by only 9% year-on-year in the second half of 2021. For the sluggish performance growth of head game companies, the Chinese game version number is regarded as an important disturbing factor. The review of domestic game version numbers was suspended after August last year, resulting in the postponement of the launch of some products.
With the recent restart of the edition number, the market has optimistic expectations for the performance growth of relevant listed companies Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) expects the net profit attributable to the parent company in the first quarter of this year to be 740 million yuan – 770 million yuan, with a year-on-year increase of 533.71% – 559.40%. According to the performance evaluation of the fourth phase of the employee stock ownership plan (Draft), the company’s goal is that the net profit in 2022 will not be less than 3.307 billion yuan and the growth rate will not be less than 15%. This performance target is considered to have greatly exceeded market expectations and market confidence has been boosted.
behind Maotai’s performance growth of more than 20% in the first quarter direct sales revenue doubled
On April 26, Kweichow Moutai Co.Ltd(600519) ( Kweichow Moutai Co.Ltd(600519) . SH) released the first quarter performance report of 2022. In the first quarter, the operating revenue was 32.296 billion yuan, a year-on-year increase of 18.43%; The net profit attributable to shareholders of listed companies was 17.245 billion yuan, a year-on-year increase of 23.58%. This performance is higher than previously predicted. On March 8, Kweichow Moutai Co.Ltd(600519) disclosed the main operating data for the first two months of 2022. At that time, the company said that during the Spring Festival in 2022, the sales momentum of the company’s products was good, the market showed a strong sales trend, and successfully achieved a “good start”. According to preliminary accounting, in the first two months of 2022, the company achieved a total operating revenue of about 20.2 billion yuan, an increase of about 20% year-on-year; The net profit attributable to shareholders of listed companies was about 10.2 billion yuan, an increase of about 20% year-on-year.
the demand for new energy vehicles continued to rise the overall performance of listed companies of negative materials in the first quarter was red
Benefiting from the continuous improvement of the prosperity of the downstream new energy vehicle industry, the performance of listed companies of negative electrode materials continued to be red in the first quarter of 2022. The performance of leading enterprises is eye-catching. Beiteri expects a net profit of 430 million yuan to 470 million yuan in the first quarter, with a year-on-year increase of 64.09% – 79.35% Ningbo Shanshan Co.Ltd(600884) it is estimated that the net profit in the first quarter will be 750 million yuan to 850 million yuan, with a year-on-year increase of 148% – 181%. In addition, the first quarter net profit of Shanghai Putailai New Energy Technology Co.Ltd(603659) , Hunan Zhongke Electric Co.Ltd(300035) , Shenzhen Xfh Technology Co.Ltd(300890) and other enterprises increased by 90.28%, 160.73% and 69.09% – 88.99% respectively
industry performance summary:
computer industry event review: comprehensively strengthen infrastructure construction what opportunities do computers have
The high-level meeting focused on the development of digital economy, pointed out the key construction direction, and the prosperity of relevant fields is expected to improve in the future. Supercomputing, cloud computing and artificial intelligence platforms, focusing on Iflytek Co.Ltd(002230) , Dawning Information Industry Co.Ltd(603019) , Inspur Electronic Information Industry Co.Ltd(000977) ; In the field of digital economy, focus on the leading digital infrastructure of people’s livelihood Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Zhejiang Dahua Technology Co.Ltd(002236) , Beijing Supermap Software Co.Ltd(300036) , Longshine Technology Group Co.Ltd(300682) , Beijing Egova Co.Ltd(300075) , Cetc Digital Technology Co.Ltd(600850) , Taiji Computer Corporation Limited(002368) ; The field of information and innovation focuses on Digital China Group Co.Ltd(000034) , Talkweb Information System Co.Ltd(002261) , Beijing Tongtech Co.Ltd(300379) , Beijing Vastdata Technology Co.Ltd(603138) , etc.
monthly report of machinery industry: the valuation of growth sector is under pressure focus on the benefit sector of steady growth in the second quarter
Continue to focus on the mainstream track of scientific and technological growth. In the short term, the adjustment range of mainstream new energy equipment and semiconductor equipment track is relatively deep, and there is still no obvious sign of stopping the decline and stabilizing. Affected by the Fed’s interest rate hike, the valuation of growth stocks is under pressure this year, and the growth sectors with overvalued values are greatly affected by risk appetite. It is suggested to wait and see for the market to stabilize and wait for the opportunity to layout the bottom reading rebound of growth sectors.
This year, lithium battery equipment orders are full, and the situation of short supply continues. This year, a large amount of photovoltaic funds still enter the market, and the production expansion of the whole industrial chain is very strong. The iteration of cell technology routes such as TOPCON and heterojunction is beneficial to the core enterprises of photovoltaic equipment. In the medium and long term, new energy equipment (photovoltaic equipment, wind power equipment, lithium battery equipment) and semiconductor equipment are still the direction with the most definite growth and the largest growth space.
construction industry review report: moderately advanced construction of infrastructure emphasizes again that industry has both short-term and long-term logic
Whether in the long term or in the short term, the investment opportunities in the construction sector may still be in a dominant position, and there should be opportunities for sector valuation improvement. Specifically, the valuation advantages of leading central enterprises are obvious ( China Railway Construction Corporation Limited(601186) , China Railway Group Limited(601390) , China Communications Construction Company Limited(601800) , China State Construction Engineering Corporation Limited(601668) , etc.), Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , China Energy Engineering Corporation Limited(601868) and other companies have long-term valuation and investment opportunities to expand to clean energy.
environmental protection industry: Institutional positions are concentrated in waste incineration and renewable resources
1) recommend the waste incineration sector with the dual logic of stable operation and the second growth curve: the leaders of state-owned enterprises are currently in the performance growth period of rapid production of reserve projects. Recommend Dynagreen Environmental Protection Group Co.Ltd(601330) , Chongqing Sanfeng Environment Group Corp.Ltd(601827) , Grandblue Environment Co.Ltd(600323) , and bright environment. Sufficient cash flow promotes the transformation of private enterprise waste incineration companies to “Pan new energy” upstream and downstream, and recommends Fujian Longking Co.Ltd(600388) , Wangneng Environment Co.Ltd(002034) , China Tianying Inc(000035) , Zhejiang Weiming Environment Protection Co.Ltd(603568) , Shengyuan Environmental Protection Co.Ltd(300867) as the beneficiary targets with clear logic of the second growth curve. 2) Recommend bonds with low-risk characteristics and water operation assets: under the background of increased market volatility and asset shortage, water operation companies have stable operation, abundant cash flow, and obvious characteristics of high dividend rate + undervalued value. Chongqing Water Group Co.Ltd(601158) , Chengdu Xingrong Environment Co.Ltd(000598) , Jiangxi Hongcheng Environment Co.Ltd(600461) , Zhongshan Public Utilities Group Co.Ltd(000685) are recommended as the beneficiary objects. 3) It is recommended that the EU export renewable resources industry with negative carbon tax. ① Reclaimed oil: recommended Longyan Zhuoyue New Energy Co.Ltd(688196) , and the beneficiary objects include Bece Legend Group Co.Ltd(000803) , Zhejiang Jiaao Enprotech Stock Co.Ltd(603822) . ② Recycled plastics: recommend Beijing Sanlian Hope Shin-Gosentechnical Service Co.Ltd(300384) , and benefit from Shandong Intco Recycling Resources Co.Ltd(688087) . ③ Recycled metal: recommend Beijing Geoenviron Engineering & Technology Inc(603588) , and benefit from Zhefu Holding Group Co.Ltd(002266) , China Resourcesand Environment Co.Ltd(600217) , Gem Co.Ltd(002340) , etc.
