With the beginning of 2022, A-share listed companies can't wait to publish the annual performance forecast of 2021, 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? Summary of
individual stock performance:
14 performance shares were scrambled by institutions
Statistics show that among the 159 stocks with significant growth (an increase of 50% or more) in 2021, 14 were net purchased by institutions from November 15, 2021 to January 14, 2022. Among them, the annual net profit of Col Digital Publishing Group Co.Ltd(300364) increased by 104.5%, and the net purchase of institutions was 259 million yuan, with the largest net purchase amount; There are also Yantai Zhenghai Magnetic Material Co.Ltd(300224) , Zhejiang Jolly Pharmaceutical Co.Ltd(300181) , Shanxi Meijin Energy Co.Ltd(000723) , Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) , Shanghai Qifan Cable Co.Ltd(605222) and other stocks bought by institutions.
24 shares announced 7 shares of 2021 performance express, with a net profit of more than 10 billion yuan
Statistics show that as of January 14, a total of 24 listed companies in Shanghai and Shenzhen have issued performance letters. The highest operating income was Poly Developments And Holdings Group Co.Ltd(600048) , with an operating income of 285.048 billion yuan last year, a year-on-year increase of 17.2%; Followed by Industrial Bank Co.Ltd(601166) , China Citic Bank Corporation Limited(601998) . In terms of growth rate, the operating revenue of 23 companies increased year-on-year, and the highest growth rate was Leshan Giantstar Farming&Husbandry Corporation Limited(603477) . Last year, the operating revenue was 2.994 billion yuan, a year-on-year increase of 108.03%; Followed by Foran Energy Group Co.Ltd(002911) , Zheshang Development Group Co.Ltd(000906) . In terms of profits, among the companies that announced the performance express, 7 achieved profits last year, with a net profit of more than 10 billion yuan.
the annual performance of 250 companies is expected to increase
Statistics show that as of January 14, 323 companies have announced the performance forecast for 2021. The type of performance forecast shows that there are 250 companies with pre increase and 15 companies with pre profit, and the proportion of reporting companies in total is 82.04%; There are 27 and 13 companies with pre reduced performance and pre loss respectively. Among the performance prediction companies, according to the median increase of expected net profit, 108 companies have a net profit increase of more than 100%; There are 76 companies with net profit growth of 50% ~ 100%.
In terms of individual stocks, Sichuan Hebang Biotechnology Co.Ltd(603077) is expected to have the highest increase in net profit. The company expects the median increase in net profit for the whole year to be 7593.73%; Inner Mongoliayuan Xing Energy Company Limited(000683) , Jiangsu Yida Chemical Co.Ltd(300721) it is estimated that the median year-on-year growth rate of annual net profit is 7169.15% and 3577.68% respectively, ranking the second and third.
308 performance forecasts: more than 80% of the pre likes are concentrated in three industries
As of January 13, a total of 308 A-share listed companies have issued annual performance forecasts for 2021. The data show that among the 308 companies, the performance is expected to exceed 80%, and 171, 65, 13, 15 and 3 companies are expected to increase, slightly increase, continue to make profits, reverse losses and reduce losses respectively, accounting for 86.69% in total; In addition, the total number of performance pre reduction, slight reduction, first loss, increase loss and continuation loss is 38; Another three are uncertain.
According to the industry classification of the CSRC, 171 companies with pre increased annual performance in 2021 are mainly concentrated in chemical raw materials and chemical products manufacturing, computer communication and other electronic equipment manufacturing and pharmaceutical manufacturing, respectively 41 (23.98%), 25 (14.62%) and 10 (5.85%), accounting for 44.45% in total.
41 Sci-tech Innovation Board companies forecast more than 80% of the performance in 2021
According to the data, as of the closing on January 13, 41 A-share listed companies on the science and Innovation Board disclosed the performance forecast for 2021. Among them, 35 were pre happy, and the pre happy rate was 85.37%. The listed companies on the science and innovation board that have disclosed the performance forecast have maintained a high performance growth as a whole, while the companies with significant performance forecast have been frequently investigated by institutions. Summary of
industry performance:
upstream and downstream performance differentiation of chemical industry and surge in profits of coal enterprises
After the super bull market in the global bulk market in 2021, the performance benefit of upstream raw material end enterprises and the cost pressure of downstream processing enterprises have gradually become prominent. In recent days, upstream chemical enterprises have frequently heard of the sharp increase in the performance of benefiting from the price rise of products. Compared with chemical products, the coal market was even hotter in 2021. Although the price dropped significantly in the fourth quarter due to policy regulation, under the strong price center, relevant enterprises maintained a good profit level.
the net profit of four of the five banks in the performance express of last year increased by more than 20% year-on-year
So far, five listed banks in Shanghai and Shenzhen have disclosed their performance letters, and their net profit growth, asset quality and other indicators have performed well. In terms of profitability, the net profit growth of the five banks was exceptionally strong last year, all reaching double digits. Statistics show that Bank Of Jiangsu Co.Ltd(600919) has the most eye-catching performance. Last year, the bank realized a net profit of 19.694 billion yuan attributable to the shareholders of the parent company, with a year-on-year increase of 30.72%, the highest increase among all banks. The net profit of Industrial Bank Co.Ltd(601166) , Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) , Jiangsu Suzhou Rural Commercial Bank Co.Ltd(603323) increased by more than 20% last year, and the net profit of China Citic Bank Corporation Limited(601998) also increased by 13.60% year-on-year.
pork prices have fallen by nearly 60% since the high point. When will the inflection point of the pig cycle come? The performance of these companies is expected to reverse
After the sharp decline in pig prices, breeding enterprises suffered large losses, but the industry concentration also increased. The leading enterprises expanded against the trend and occupied a certain market share.
Statistics show that there are five companies with year-on-year growth in the net profit of the third quarterly report in 2021, namely Guangdong Guanghong Holdings Co.Ltd(000529) , Shandong Delisi Food Co.Ltd(002330) , Shandong Yisheng Livestock & Poultry Breeding Co.Ltd(002458) , Pengdu Agriculture & Animal Husbandry Co.Ltd(002505) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , of which the net profit of the third quarterly report of new shares Leshan Giantstar Farming&Husbandry Corporation Limited(603477) 2021 is 203 million yuan, and the net profit of 2021 is 269 million yuan, less than half of the former in the same period of 2020.
In addition, among the above five shares, including Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , the net profit of three companies in the first three quarters exceeded that of the whole year of 2020, namely Shandong Delisi Food Co.Ltd(002330) , Shandong Yisheng Livestock & Poultry Breeding Co.Ltd(002458) , Pengdu Agriculture & Animal Husbandry Co.Ltd(002505) , of which Shandong Yisheng Livestock & Poultry Breeding Co.Ltd(002458) owned the breeding and sales business of breeding pigs and Commercial Pigs, and the pig revenue accounted for 9% of the company's total revenue in 2017.
the strength of the traditional Chinese medicine sector is fully displayed, and the future layout focuses on the performance and valuation
Since November 2021, the A-share traditional Chinese medicine sector has continued to rise. Brokers said that in 2022, with the gradual realization of industry performance, the traditional Chinese medicine sector is expected to continue to be sought after with funds, focusing on traditional Chinese medicine stocks with excellent performance and high valuation and cost performance. Standing at the current time, China Aviation Securities believes that the valuation level of the Chinese medicine plate is still reasonable, there is no bubble, and it can continue to rise. In terms of investment, it is suggested to continue to focus on traditional Chinese medicine innovation and traditional Chinese medicine consumer goods. Northeast Securities Co.Ltd(000686) it is suggested to focus on three directions: first, traditional Chinese medicine enterprises that benefit from consumption upgrading and layout in the field of general health; Second, traditional Chinese medicine enterprises that are expected to benefit from reform and policy support; Third, traditional Chinese medicine enterprises with high valuation and cost performance.
