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:
first quarter report growth Wang released 27 shares performance increased by 10 times
With the disclosure of the first quarter report in 2022 entering the closing stage, the first quarter report card of listed companies surfaced. Among the 1797 listed companies that have disclosed the first quarterly report in Shanghai and Shenzhen, nearly 1000 companies achieved an increase in net profit in the first quarter, and the performance of 27 shares increased by more than 10 times. Among them, Weijie chuangxin-u became the king of performance growth in the first quarter of 2022, realizing a net profit of 37 million yuan, a year-on-year increase of 282 times.
demand “ignition” performance covid-19 testing enterprise overweight and production expansion
On the evening of April 27, an Xu biology released its first quarterly report. During the reporting period, the company achieved an operating revenue of 5.475 billion yuan, a year-on-year increase of 276342%; The net profit attributable to shareholders of listed companies was 2.682 billion yuan, a year-on-year increase of 314787%. During the reporting period, the main reason for the increase in performance was the increase in the market sales scale of covid-19 products.
According to the reporter’s statistics, as of April 27, 29 of the 35 companies in covid-19 testing sector have released the first quarterly report. Among them, the net profit of 21 companies increased year-on-year, accounting for more than 70%; The net profit of 11 companies increased by more than 100% year-on-year, with a maximum increase of more than 3000%.
glyphosate prices remain high leading enterprises’ second quarter performance is expected
Under the high-profile support of glyphosate, a number of listed companies with glyphosate as their main products in A-share have recently disclosed quite bright first quarter results or performance forecasts, with a year-on-year net profit increase of one to several times. Among them, the first quarter net profit of Sichuan Hebang Biotechnology Co.Ltd(603077) the double leader of glyphosate and Glyphosate in China exceeded 1 billion yuan, a year-on-year increase of more than 3 times, about one third of the net profit of last year.
3573 the company released its annual report 617 the performance of companies doubled
Statistics show that as of April 28, 3573 companies have released their annual reports for 2021, of which 2249 have a year-on-year increase in net profit, 1303 have a decrease, 2952 have a year-on-year increase in operating income, 600 have a decrease, 2087 have a simultaneous increase in net profit and operating income, 438 have a decrease in profit and income, and 617 have doubled their performance, of which Nuode Investment Co.Ltd(600110) has the largest increase of 742193%.
\ home is growing
It is an indisputable fact that the performance of securities companies in the first quarter was under pressure. None of the five securities companies announced successively on the 27th were spared, including Western Securities Co.Ltd(002673) , Xiangcai Co.Ltd(600095) , Northeast Securities Co.Ltd(000686) and Northeast Securities Co.Ltd(000686) . So far, among the 14 securities companies that have disclosed their first quarter transcripts, except for the undisclosed growth rate of Jianghai securities, the revenue of 11 companies has declined year-on-year, and only Xiangcai Co.Ltd(600095) and First Capital Securities Co.Ltd(002797) recorded growth. In terms of net profit, there was also a year-on-year decline in 11 securities companies, and the number of securities companies from profit to loss also rose to 7, namely Western Securities Co.Ltd(002673) , Xiangcai Co.Ltd(600095) , Guoyuan Securities Company Limited(000728) , Southwest Securities Co.Ltd(600369) , Huaxi Securities Co.Ltd(002926) , Northeast Securities Co.Ltd(000686) and Jianghai securities
industry performance summary:
communication industry 2022 mid year strategy report: ride the wisdom wind enter a new era of communication
Traditional communication is gradually encountering development bottlenecks. In the double carbon era, “smart manufacturing and smart alliance + Haifeng new energy” welcomes historic development opportunities. In the first half of 2022, demand gradually recovered, but adverse factors such as shortage of upstream raw materials, rising prices and rising transportation costs still put pressure on some enterprises, and the recurrence of the epidemic also had a certain impact on the macro economy. Looking forward to the second half of 2022, we judge that the epidemic situation and upstream cost pressure will be gradually relieved, and 5g user penetration is expected to continue to increase. With the country’s firm promotion of dual carbon policy and digital economy, we believe that the investment in the communication industry will focus on the three core main lines of “intelligent manufacturing, intelligent networking and sea breeze”. At the same time, we suggest to focus on investment opportunities in key sectors such as cloud computing and operators.
national defense industry review report: the bottom of the valuation is clear and optimistic about military industry
Under the base and background of high growth in the military industry last year, high-quality military enterprises still maintained a high growth rate in the first quarter of this year. Especially for the new fighter industry chain, missile industry chain, military passive electronic components, national defense informatization, military new materials and processing and other related enterprises, the operating revenue and net profit attributable to the parent company increased significantly, and the prosperity of the industry continued to be realized at the performance end. We believe that the main reasons for the obvious improvement of the profitability of military enterprises are: 1) smooth delivery of military products, optimized revenue structure and increased proportion of military products with high gross profit; 2) The demand for products is large, the volume of income is expanded, and the scale effect is obvious; 3) The enterprise strengthened its internal expenditure management, improved its cost control ability during the period, and achieved remarkable results in reducing costs and increasing efficiency.
real estate industry research: intensive deregulation due to urban policies continued to boost market confidence
We expect that the strength and scope of policies and measures such as relaxed purchase and sale restrictions, reduction of mortgage interest rate and down payment ratio, and helping real estate enterprises get out of danger will continue to increase, helping the real estate industry restore a virtuous circle.
We first recommend real estate enterprises with contrarian growth of sales Investment and strong certainty of future performance, such as Greentown China, China Construction Development International, Hangzhou Binjiang Real Estate Group Co.Ltd(002244) ; In addition, they are also optimistic about the steady head state-owned enterprises and central enterprises, such as Poly Developments And Holdings Group Co.Ltd(600048) , China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) .
utility industry brief review report: coal price control is escalating thermal power sector reversal is in sight
The state’s control over coal prices is escalating day by day. Under the control of market-oriented and legalized methods, coal prices are expected to return to a reasonable range. Meanwhile, the notice on further improving the price formation mechanism of the coal market will be implemented from May 1, and the reversal of the thermal power sector is in sight. We maintain the investment rating of “optimistic” in the industry, continue to be optimistic about the three main investment lines of large hydropower, scenery operators and clean energy transformation, and suggest paying attention to power operators with good cash flow. Recommend Huaneng Lancang River Hydropower Inc(600025) , Sichuan Chuantou Energy Co.Ltd(600674) , China Yangtze Power Co.Ltd(600900) , Huaneng Power International Inc(600011) electric power, Datang new energy and other companies.
