In the past week, more than 1000 listed companies collectively disclosed the first quarterly report of their annual reports; Cosmetics leader Proya Cosmetics Co.Ltd(603605) won the most agency rating.
performance disclosure sprint
28 shares were rated centrally by institutions
The disclosure of A-share annual report and quarterly report has entered the last week. According to the statistics of securities times · databao, from April 22 to 28, as many as 1715 listed companies disclosed the annual report of 2021 and 2429 disclosed the first quarterly report of this year. In the face of overwhelming performance reports, the rating of securities companies and other institutions continued to increase. During this period, a total of 3877 ratings were conducted, and a total of 985 companies were rated as "buy type" (recommendation, strong promotion, overweight and purchase).
Divided by shenwanyi industry, the number of individual stocks on the list of medicine, biology and chemical industry ranks first, both above and below 100; Since then, more than 80 stocks have been listed in the electronic and mechanical equipment sector. Subdivided into individual stocks, a total of 28 stocks have been rated by institutions for 20 times or more there are more than leading white horses in the industry, among which Proya Cosmetics Co.Ltd(603605) in cosmetics ranks first with 41 ratings Eight shares, including Kweichow Moutai Co.Ltd(600519) , Mango Excellent Media Co.Ltd(300413) , Oppein Home Group Inc(603833) , Jason Furniture (Hangzhou) Co.Ltd(603816) and others, received more than 25 ratings
Proya Cosmetics Co.Ltd(603605) released the annual report and the first quarterly report simultaneously on April 22. According to the report, the company achieved a net profit of 576 million yuan, a year-on-year increase of 21.03%; In the first quarter, the net profit was 158 million yuan, a year-on-year increase of 44.16%; The first quarter performance exceeded expectations Western Securities Co.Ltd(002673) said that based on the "6 n" strategy, the company enhanced the brand's sense of science and technology and young attribute; At the same time, focus on digital management to help the steady development of the brand. Recently, the Ministry of industry and information technology has set the tone to build a 10 billion beauty brand. With favorable policies, the company is expected to seize the opportunity and lead the domestic cosmetics industry.
The 2021 annual reports of the above 28 shares have been released The annual performance of Ecovacs Robotics Co.Ltd(603486) , Contemporary Amperex Technology Co.Limited(300750) , Songcheng Performance Development Co.Ltd(300144) , Imeik Technology Development Co.Ltd(300896) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) doubled year-on-year, of which Ecovacs Robotics Co.Ltd(603486) , with the highest net profit increase of 213.51%. In terms of performance in the first quarter, Imeik Technology Development Co.Ltd(300896) and Wuxi Lead Intelligent Equipment Co.Ltd(300450) continued to maintain high growth of more than 60%, while Songcheng Performance Development Co.Ltd(300144) net profit decreased by 129.15% year-on-year. In addition, the net profit of Winner Medical Co.Ltd(300888) 2021 and the first quarter of this year fell year-on-year.
24 highly rated stocks of institutions have a rising potential of more than 20%
In terms of market conditions, since April 22, the Shanghai index has fallen 3.39% and the Shenzhen composite index has fallen 4.11%. In this context, the trend of institutional rating stocks is generally better than the market. Since the recommendation day, 86 stocks have risen by more than 10%, of which Yinchuan Xinhua Commercial (Group) Co.Ltd(600785) , Mianyang Fulin Precision Co.Ltd(300432) , Dongguan Yiheda Automation Co.Ltd(301029) , Hand Enterprise Solutions Co.Ltd(300170) , Shenyang Xingqi Pharmaceutical Co.Ltd(300573) have led the cumulative increase of more than 28% 32 shares pulled back more than 20%, with Thinkon Semiconductor Jinzhou Corp(688233) and Jahen Household Products Co.Ltd(300955) leading the decline, with a range of more than 28%
At present, the performance of securities companies has been greatly boosted to more than 3000 points, and the price of securities companies has been greatly boosted. According to the statistics of data treasure, the latest price of 28 shares rated more than 20 times is more than 10% lower than the target price of the agency, and 24 shares are more than 20% Great Wall Motor Company Limited(601633) rising space is the highest, 97.64%; Since then, Contemporary Amperex Technology Co.Limited(300750) has also fallen out of the rising space of 74.88%; In the future, both Ping An Bank Co.Ltd(000001) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) shares have more than 60% room to rise.
In terms of rating trends, agencies have raised the ratings of 48 listed companies in total in the past week. The target price of more than 22 stocks has been selected, of which only the highest price is available. Except Goertek Inc(002241) whose latest rating is strong, other stocks are bought. In terms of performance in the first quarter, Tonghua Dongbao Pharmaceutical Co.Ltd(600867) net profit increased by 146.9% year-on-year Beijing Haohua Energy Resource Co.Ltd(601101) , Shede Spirits Co.Ltd(600702) , Pylon Technologies Co.Ltd(688063) net profit increased by more than 70% Jiangsu Zhangjiagang Rural Commercial Bank Co.Ltd(002839) , Kailuan Energy Chemical Co.Ltd(600997) and Beijing Haohua Energy Resource Co.Ltd(601101) the latest valuations are lower, less than 10x.
In addition, securities companies and other institutions reduced the rating of 32 shares in the same period, with China Merchants Bank Co.Ltd(600036) , Kingfa Sci.& Tech.Co.Ltd(600143) , Sichuan Swellfun Co.Ltd(600779) , Bank Of Shanghai Co.Ltd(601229) , Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) and other shares listed.
