Across 2021 and into 2022, just as ordinary people will summarize their work and life in the previous year and explain to their leaders and families (to be honest, Niu Yanjun has recently broken his scalp), A-share listed companies are also actively summarizing and preparing for the business situation in 2021, At the same time, this is also an extremely important project most concerned by the majority of investors every year.
Although it may be 2 or 3 months before the official publication of the 2021 annual report, the performance forecast and performance express released by Listed Companies in advance finally lifted the veil of the annual report in advance, so that people can have a glimpse.
Just half a month after 2022, the 2021 performance forecast / express of the first batch of A-share listed companies has been released first. Whether you accept it or not, the feeling of happiness or unhappiness will always come. Sure enough, this is life like a stock student~~
Therefore, Niu Yanjun turned out the data software, arranged and combined it for a long time, and roughly summarized the situation of listed companies that have released the performance forecast / express of 2021, which may have certain guiding and reference significance for the market of individual stocks before or after the Spring Festival. Let’s start now!
According to the data, as of January 15, 2022, 346 listed companies in Shanghai and Shenzhen have issued 2021 performance forecast / express, accounting for a little more than 7% of all listed companies. It can be said that it is the first “pioneer” of the annual report forecast, and the smell of preheating is sufficient.
From the time of issuing the 2021 performance forecast / express, 96 listed companies issued it at the end of last year, and the rest were concentrated in the last two weeks.
According to the specific performance forecast / express report figures for 2021, Niu Yanjun chose two more objective and key projects: “amount of deduction of non net profit” and “year-on-year growth rate of deduction of non net profit”. At the same time, the positive value takes the upper limit and the negative value takes the lower limit, trying to find the stocks of the best and weakest chickens.
Here comes the dry goods.
Petrochina Company Limited(601857) beat “chicken blood”
the chemical industry won a great victory
the top 10 stocks with the maximum amount of non net profit deducted in the annual report of 2021 have been announced
From the perspective of pure pre notice deduction of non net profit ceiling amount, “super elephants” naturally occupy an absolute advantage. The Petrochina Company Limited(601857) of “building the bottom in ten thousand years” leads with 132 billion yuan, and the year-on-year growth limit is also very terrible, up to 10 times. It’s a little unreasonable if it doesn\’t perform well this time. The second is China Mobile, which is hovering above the breaking point. The maximum amount of non net profit deduction in advance also exceeds 100 billion yuan, but the maximum year-on-year increase is only 7%
In addition to the two bosses, there is a large gap in the upper limit of non net profit deducted in the other top 8 advance notices, all of which are less than 10 billion yuan. However, Niu Yanjun noted that driven by the great development of the photovoltaic industry, the non net profit of silicone leader Hoshine Silicon Industry Co.Ltd(603260) has increased by more than 5 times year-on-year. At present, the share price of Hoshine Silicon Industry Co.Ltd(603260) has fallen for four months, shrinking by more than half from the historical high. Is it possible to rebound through the wave of performance? It’s worth looking forward to
the forecast of 2021 annual report has been released, deducting the top 10 stocks with the upper limit of year-on-year growth of non net profit
From the perspective of the upper limit of year-on-year growth of non net profit deducted in advance, the chemical industry won a big victory, accounting for half of the seats in the top 10, with a growth rate of 21 ~ 75 times. Can there be another wave this year after the outbreak of the chemical sector last year
However, it is Tibet Summit Resources Co.Ltd(600338) driven by the strong market of the new energy sector that the forecast deduction of non net profit has the largest year-on-year increase. Although the absolute amount of deduction of non net profit is only 920 million yuan, it has a year-on-year increase of 110 times. At present Tibet Summit Resources Co.Ltd(600338) with the adjustment of the new energy sector for nearly four months, the higher point of the share price has shrunk by nearly 40%.
“advance loss king” broke when it was listed
Shenyang Jinshan Energy Co.Ltd(600396) double against the wind
As a matter of human nature, listed companies with significant performance growth will be more positive in issuing performance forecasts. Listed companies with declining performance are a little embarrassed. Niu Yanjun can fully understand
the forecast of 2021 annual report has been released, and the top 10 stocks after deducting the lower limit of non net profit have been listed
From the perspective of the maximum amount of non net profit loss deducted in advance, the public utility industry and the pharmaceutical and biological industry are obviously depressed, accounting for 4 and 3 seats in the top 10 losses respectively. The loss champion is Baiji Shenzhou, a new share of innovative medicine. The lower limit of non net profit deduction in advance is as high as 11 billion yuan. From the stock price performance, Baiji Shenzhou is also the peak of listing. It has declined all the way since its listing on December 15 last year. At present, the stock price has shrunk by 1 / 4 compared with the high on the first day of listing. At the same time, because the issuing price of Baiji Shenzhou is as high as 192.6 yuan / share, the listing has been broken so far
the forecast of 2021 annual report has been released. After deducting the lower limit of year-on-year growth of non net profit, the top 10 stocks
Judging from the lower limit of year-on-year growth of non net profit deducted in advance, it is also a weak public utility industry, accounting for 3 of the top 10. Affected by the sharp rise in coal prices last year, Shenyang Jinshan Energy Co.Ltd(600396) engaged in thermal power production can be said to be a “cliff drop”, with a year-on-year lower limit of loss of nearly 4374%. Although the performance is ugly, Niu Yanjun noticed that the stock price trend of Shenyang Jinshan Energy Co.Ltd(600396) is full of bull spirit. It has been really popular since the beginning of December last year. It closed the daily limit in seven trading days, and the highest increase during the period was nearly doubled. However, it rose fast and fell fast. After the announcement of the annual report forecast, the share price fell rapidly. At present, it has shrunk 60% from the high point in late December last year, and the funds chasing up are likely to be trapped
Of course, the above rankings and data only include a small part of the listed companies in Shanghai and Shenzhen. With the continuous disclosure of the annual report forecast, there may be more fragrant chicken or bigger thunder. Niu Yanjun reminds you: you can always pay attention!
