The first quarterly performance report of A-share listed companies is in full swing. Some companies can't wait to start publishing the semi annual performance 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:
7 companies forecast the first half performance of 85.71% good news
Statistics show that as of May 5, 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, 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) , C 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 thirdtable border="0" cellspacing="1" cellpadding="5" align="center"
___ Code___ Abbreviation___ Performance forecast date___ Median increase in expected net profit (%)___ Latest closing price (yuan)___ Rise and fall since April (%)___ Net inflow of main funds in recent 5 days (10000 yuan)
___ 001228______ Yongtaiyun______ 202204.28______ 53.47______ 43.86______
______ 724116______ Transportation___
___ Sichuan Kelun Pharmaceutical Co.Ltd(002422) ______ Sichuan Kelun Pharmaceutical Co.Ltd(002422) ______ 202204.27______ 45.00______ 16.95______- 2.19______- 240189______ Medical Biology___
___ 301162______ C Guoneng______ 202204.28______ 30.50______ 63.60______
______ 1651435______ Computer___
___ Goertek Inc(002241) ______ Goertek Inc(002241) ______ 202204.27______ 30.00______ 35.05______ 1.89______ 8460198______ Electronic___
___ Jiangsu Yoke Technology Co.Ltd(002409) ______ Jiangsu Yoke Technology Co.Ltd(002409) ______ 202204.28______ 19.17______ 45.02______- 12.14______ 136195______ Electronic___
___ 301150______ Science and technology in one______ 202204.20______ 9.84______ 98.70______- 19.94______- 526.54______ Nonferrous Metals___
stocks with better than expected performance burst institutions pay close attention to these stocks (attached list)
Stocks with good performance are generally favored by the market. For example, Gree Electric Appliances Inc.Of Zhuhai(000651) rose by more than 9% in early trading, and the net profit in the first quarter increased by more than 16% year-on-year. Analysts pointed out that with the market sentiment getting warmer and warmer, stocks with better than expected performance in the first quarter are expected to outperform the market in the future. Statistics show that since April 29, 28 stocks have been considered to have outperformed expectations in the titles of more than two brokerage research reports. Industry distribution shows that the above stocks are mainly distributed in food and beverage, automobile, construction and other industries, of which the number of food and beverage stocks reaches 6.
the performance growth of the science and Innovation Board ranks first in all sectors high growth continues to highlight
In May, the annual report of 2021 and the first quarterly report of 2022 of listed companies on the science and Innovation Board ended. According to the data, the overall growth trend of the sector continued, and the year-on-year growth rate of net profit attributable to the parent company reached 76% and 62% respectively. The high growth characteristics of hard technology enterprises were further highlighted. In 2021, the company achieved a total operating revenue of 834454 billion yuan, a year-on-year increase of 36.86%; The net profit attributable to the parent company was 94.841 billion yuan, a year-on-year increase of 75.89%. The median annual operating income of Kechuang board company increased from 528 million yuan to 721 million yuan, an increase of 37%; The median net profit attributable to the parent company increased from 87 million yuan to 109 million yuan, an increase of 25%.
net profit increased by more than 20% last year Shanghai stock exchange company's performance increased steadily
As of April 30, in addition to Shanghai Topcare Medical Services Co.Ltd(600532) and other four main board companies, 2087 listed companies on the main board of Shanghai Stock Exchange and the science and Innovation Board had completed the disclosure of the annual report of 2021. According to the data, the overall performance of Shanghai stock exchange companies maintained stable growth, with a total operating revenue of 47.91 trillion yuan and a net profit attributable to the parent of 4.13 trillion yuan, an increase of 18% and 24% respectively year-on-year.
Insiders believe that the overall operating performance of Shanghai stock exchange companies has maintained stable growth and played an important role in stabilizing the economy, promoting employment and ensuring people's livelihood. Among them, the "hard technology" background of the science and Innovation Board continues to show, and its role in serving the national innovation driven strategy and the high-quality development of the real economy is gradually emerging
industry performance summary:
2021 annual medical performance scan: strong overall recovery vaccine and CXO the fastest profit growth
From the perspective of position structure, fund managers continue to be optimistic about CXO, innovative drugs and vaccines. Looking forward to the whole year of 2022, investors believe that in the case of low overall market sentiment, this year's investment will become more challenging, and the pharmaceutical industry will continue to survive the fittest during the transition period. "We should break the concept of core assets and sectors and look at investment opportunities in all links from the perspective of industrial chain thinking".
。 From the perspective of several securities companies, the main lines of relevant investment mainly include: advanced pharmaceutical manufacturing (CXO + API + Preparation export), innovative drugs and vaccines.
The suggested bargain hunting layout
The bottom of the automobile sector may have appeared. Considering that the recovery process of automobile consumption may have twists and turns, the "bottom of the market" still needs to be tamped by consumption data, so the bottom may be repeated. In the medium and long term, we are strategically optimistic about the opportunities for the bottom configuration of the automobile sector. We suggest bargain hunting in the four directions of complete vehicle, Tesla industrial chain, intelligent vehicle and lightweight.
listed banks 2022 January 1 quarterly summary: slowdown in the growth rate of middle income pay attention to the performance elasticity of small and medium-sized industries
Policy correction is expected to improve and continue to be optimistic about valuation repair. Looking forward to the second quarter of 2022, with the force of steady growth policy and the correction of real estate policy, the industry will still be in the channel of negative expectation improvement. At present, the static valuation level of the sector is only 0.61x, which is still at an absolute low in history, and the margin of safety is sufficient. We are still optimistic about the valuation repair opportunities of the banking sector. Individual stocks recommend high-quality regional banks represented by Bank Of Chengdu Co.Ltd(601838) , Bank Of Ningbo Co.Ltd(002142) , Bank Of Jiangsu Co.Ltd(600919) with obvious marginal improvement in fundamentals and better growth than peers.
The looking forward to the performance release of the second curve
Environmental protection enterprises actively expand new increment and open the second growth curve. It is suggested to pay attention to Shengyuan Environmental Protection Co.Ltd(300867) , which actively promotes photovoltaic and offshore wind power projects, Zhejiang Rongsheng Environmental Protection Paper Joint Stock Co.Ltd(603165) , which promotes distributed photovoltaic throughout the county, Wangneng Environment Co.Ltd(002034) , which arranges lithium battery recycling, and China Tianying Inc(000035) , which promotes the commercialization of gravity energy storage. Waste recycling brings new market opportunities. It is suggested to pay attention to the rapid and large-scale recycling of organic residue Road Environment Technology Co.Ltd(688156) and plastic recycling Shandong Intco Recycling Resources Co.Ltd(688087) . As the installed capacity of energy storage is expected to increase significantly, the market demand for energy storage thermal management will burst. It is suggested to pay attention to industrial temperature control experts and the promising target of energy storage thermal management Guangdong Shenling Environmental Systems Co.Ltd(301018) .
