The performance of A-share listed companies in the first quarter of 2022 is in full swing. Some companies can't wait to start publishing the performance forecast of the first half of the year, 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:
7 companies forecast the first half performance of 85.71% good news
Statistics show that as of April 29, seven companies have announced the performance forecast for the first half of the year. The type of performance forecast shows that 6 companies are added in advance, and the proportion of good news companies is 85.71%. Among the performance prediction companies, according to the median increase of expected net profit, there is one with a net profit increase of 50% ~ 100%. Specific to individual stocks, n yongtaiyun expects the highest increase in net profit. The company expects to achieve a median net profit of 940161 million yuan in the first half of the year, with a year-on-year increase of 53.47% Sichuan Kelun Pharmaceutical Co.Ltd(002422) , n Guoneng estimated that the median year-on-year growth rate of net profit in the first half of the year was 45.00% and 30.50% respectively, ranking the second and third.
69 only st shares forecast annual performance
Statistics show that as of April 29, a total of 69 ST shares have announced the annual performance forecast. The type of performance forecast shows that there are 18 pre profit companies, 31 pre loss companies and 18 loss reduction companies. According to the statistics of the upper limit of predicted net profit, the highest net profit in the whole year is Hainan Airlines Holding Co.Ltd(600221) , and the upper limit of net profit is expected to be 6.2 billion yuan, followed by Shenwu Energy Saving Co.Ltd(000820) , Jiangsu Chengxing Phosph-Chemical Co.Ltd(600078) , and the upper limit of net profit is expected to be 2.2 billion yuan and 2.017 billion yuan respectively.
securities companies welcomed the "discount season" in the first quarter self operation became the biggest drag
In the first quarter of this year, the stock market was depressed, and the overall performance of listed securities companies was dragged down by proprietary investment and other businesses. At the time of press release, 21 listed securities companies had disclosed the performance of the first quarter of 2022. According to statistics, the revenue and net profit of more than 80% of listed securities companies fell year-on-year, and nearly 60% of the net profit fell by more than 50% or even loss in the first quarter.
From the perspective of specific business, the overall revenue of brokerage and asset management business decreased steadily in the first quarter; Investment banking business performed well, and the overall growth of securities companies that have disclosed the first quarterly report was about 20%; In the past, the self operated investment business, which has boosted the performance of securities business, became the biggest drag on the performance of securities business in the first quarter.
3909 the company released its annual report 673 the performance of companies doubled
Statistics show that as of April 29, 3909 companies have released their annual reports for 2021, of which 2420 have a year-on-year increase in net profit, 1472 have a decrease, 3205 have a year-on-year increase in operating income, 687 have a decrease, 2232 have a simultaneous increase in net profit and operating income, 499 have a decrease in profit and income, and 673 have doubled their performance, of which Nuode Investment Co.Ltd(600110) has the largest increase of 742193%.
thousands of listed companies collectively disclose performance these 28 shares are most favored by institutions! 24 high rating stocks of institutions with a rising potential of more than 20%
The disclosure of A-share annual report and quarterly report has entered the last week. Statistics show that 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 several leading white horses in the industry, among which Proya Cosmetics Co.Ltd(603605) 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
industry performance summary:
Banking: the proportion of heavy positions of banks has increased high quality city commercial banks have a high preference
The increase in the proportion of public fund positions in the banking sector is expected to be affected by the wide credit environment and risk aversion. The epidemic has caused short-term disturbance to the economic data, but the policy orientation of steady growth remains unchanged. The standard reduction is implemented to optimize the cost of bank liabilities. In the later stage, it is optimistic about the boosting effect of the provision reduction of large banks on profits and statement expansion, as well as the guiding effect on joint-stock banks and regional small and medium-sized banks. We continue to be optimistic about the investment opportunities in the banking sector, give a "recommended" rating, and pay attention to the high-quality urban rural commercial banks in Jiangsu, Zhejiang and Chengdu Chongqing whose first quarter performance is expected to exceed expectations. In terms of individual stocks, Bank Of Ningbo Co.Ltd(002142) ( Bank Of Ningbo Co.Ltd(002142) ), Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) ( Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) ), Bank Of Hangzhou Co.Ltd(600926) ( Bank Of Hangzhou Co.Ltd(600926) ) and Bank Of Jiangsu Co.Ltd(600919) ( Bank Of Jiangsu Co.Ltd(600919) ) are recommended.
national defense industry weekly report: strong oversold demand layout of high-quality and high growth military industry standard
Looking forward to 2022, the demand boom of the military industry remains unchanged. During the 14th Five Year Plan period, the output of downstream general assembly enterprises of main battle equipment is expected to maintain a linear and stable growth; Driven by the demand for replenishment, the output of enterprises in the upstream of the industrial chain may show the characteristics of high before low, while the growth of enterprises with large capacity constraints or the space for market share improvement, localization substitution and penetration improvement is expected to be more stable.
automobile industry 2022 April month: the epidemic disturbs production and marketing the introduction of consumption promotion policies helps retail recovery
The general office of the State Council issued opinions on promoting consumption. Guangdong Province, as one of the main regions of automobile consumption, took the lead in issuing policies to support automobile consumption, which helps to release terminal consumption demand. Wholesale sales continued to pick up, the dealer inventory situation eased, and with the epidemic disturbance gradually subsided, automobile sales are expected to recover. The prosperity of independent brands in the head continues to rise. We suggest continuing to pay attention to Chongqing Changan Automobile Company Limited(000625) ( Chongqing Changan Automobile Company Limited(000625) . SZ), Great Wall Motor Company Limited(601633) ( Great Wall Motor Company Limited(601633) . SH / 2333. HK), Guangzhou Automobile Group Co.Ltd(601238) ( Guangzhou Automobile Group Co.Ltd(601238) . SH); It is suggested to pay attention to the comprehensive leader Huayu Automotive Systems Company Limited(600741) ( Huayu Automotive Systems Company Limited(600741) . SH), the subject of scarce lighting controller Keboda Technology Co.Ltd(603786) ( Keboda Technology Co.Ltd(603786) . SH), and the supplier of active and passive safety for intelligent driving Ningbo Joyson Electronic Corp(600699) ( Ningbo Joyson Electronic Corp(600699) . SH).
cross border e-commerce industry in-depth research report: national brand goes to sea! From the darkest hour to Xinghe Changming
The long-term and short-term fluctuations of the domestic e-commerce market and the long-term fluctuations of the domestic e-commerce market have brought us into the era of short-term investment and long-term dividends, just as the long-term fluctuations of the domestic e-commerce market and the long-term fluctuations of the domestic e-commerce market have brought us into the era of short-term investment and long-term fluctuations of the domestic e-commerce market.
