1, Shanghai Electric Power Co.Ltd(600021) : the power generation with consolidated caliber will be completed in 2021, with a year-on-year increase of 21.57%
Shanghai Electric Power Co.Ltd(600021) (600021) announced that in 2021, the company completed a combined generation capacity of 59.742 billion kwh, a year-on-year increase of 21.57%, including 41.355 billion kwh of coal power, a year-on-year increase of 15.23%, 6.203 billion kwh of gas power, a year-on-year increase of 29.87%, 8.177 billion kwh of wind power, a year-on-year increase of 63.92%, and 4.007 billion kwh of photovoltaic power, a year-on-year increase of 14.95%; The on grid power consumption was 56.625 billion kwh, a year-on-year increase of 20.82%; The average price of on grid electricity price (including tax) is 0.52 yuan / kWh, with a year-on-year increase of 0.02 yuan / kWh.
2, Hangzhou Biotest Biotech Co.Ltd(688767) : net profit in 2021 increased by 86% – 109% year-on-year
According to the announcement of Hangzhou Biotest Biotech Co.Ltd(688767) (688767), the net profit in 2021 is expected to be 810 million yuan – 910 million yuan, with a year-on-year increase of 86.14% to 109.12%. Affected by Delta, Omicron and other variants of covid-19 virus, the number of covid-19 infection cases in Europe, Australia and other countries and regions continued to increase significantly, and the demand for covid-19 antigen detection reagent increased significantly, which directly led to the significant growth of the company’s overseas covid-19 detection reagent revenue. Q3 net profit is 150 million yuan. Based on this calculation, Q4 net profit is expected to be 91 million yuan – 191 million yuan, with a month on month change of – 39% – 27%.
3, Zhejiang Orient Gene Biotech Co.Ltd(688298) : the net profit in 2021 is expected to increase by 181% – 205%
According to the announcement of Zhejiang Orient Gene Biotech Co.Ltd(688298) (688298), the net profit in 2021 is expected to be 4.72 billion yuan – 5.12 billion yuan, with a year-on-year increase of 181.45% – 205.31%; The sales performance of New Coronavirus antigen rapid test reagent (including family self testing) products in the European market continued to increase significantly, prompting a substantial increase in operating performance in 2021. On the same day of the announcement, the company noticed that Citic Securities Company Limited(600030) research department issued covid-19 rapid detection plan launched in the United States, bred a new blue ocean for antigen detection and raised the target price, and made a profit forecast for the company’s performance from 2022 to 2023. The report is only the opinions of Citic Securities Company Limited(600030) research department and does not represent the position of the company. The company has not provided relevant undisclosed operating performance data to the outside world; Nor has it made any business performance forecast from 2022 to 2023. Q3 net profit is 525 million yuan. Based on this calculation, Q4 net profit is expected to be 810 million yuan – 1.21 billion yuan, an increase of 54% – 130% month on month.
4, Shanghai Bright Power Semiconductor Co.Ltd(688368) : it is expected that the net profit in 2021 will increase by 858% – 887%
According to the announcement of Shanghai Bright Power Semiconductor Co.Ltd(688368) (688368), the net profit in 2021 is expected to be RMB 660 million-680 million, with a year-on-year increase of 858% – 887%. The downstream demand of the industry where the company’s LED lighting driver chip is located is strong.
5, China Tourism Group Duty Free Corporation Limited(601888) : it is expected that the net profit in 2021 will increase by 54% to 66% year-on-year
China Tourism Group Duty Free Corporation Limited(601888) (601888) announced that the net profit attributable to the parent company in 2021 is expected to be about 9.4 billion yuan to 10.1 billion yuan, an increase of about 3.3 billion yuan to 4 billion yuan over the same period of the previous year (after retroactive adjustment), a year-on-year increase of about 54% to 66%. During the reporting period, according to the established development strategy, the company continued to focus on the main business of tax exemption, strengthened refined management and core competence improvement, paid close attention to the tax-free market of Hainan outlying islands, and the tax-free business of outlying islands increased significantly year-on-year.
6, China Merchants Bank Co.Ltd(600036) performance express: net profit in 2021 increased by 23.2% year-on-year
China Merchants Bank Co.Ltd(600036) (600036) disclosed the performance express. The group achieved an operating revenue of RMB 331.234 billion, an increase of RMB 40.752 billion or 14.03% year-on-year; The net profit attributable to shareholders of the bank was 119.922 billion yuan, a year-on-year increase of 22.58 billion yuan, an increase of 23.2%. The non-performing loan ratio was 0.91%, down 0.16 percentage points from the end of the previous year; The provision coverage rate was 441.34%, an increase of 3.66 percentage points over the end of the previous year; The loan provision rate was 4.03%, a decrease of 0.64 percentage points over the end of the previous year.
7, Guangdong Dowstone Technology Co.Ltd(300409) : the net profit in 2021 increased by 717.96% – 899.73%
Guangdong Dowstone Technology Co.Ltd(300409) (300409) announced that in 2021, the company’s pre profit was 495 million yuan – 605 million yuan, with a year-on-year increase of 717.96% – 899.73%. During the reporting period, benefiting from the high economic development of the new energy industry, the industry demand continued to improve, the orders of cobalt salt, ternary precursor products and graphene / carbon nanotube conductive agent products were sufficient, the product structure was optimized, the gross profit margin increased significantly year-on-year, the sales volume and price of products increased simultaneously, and the prospect is promising. In the ceramic material sector, although under the pressure of fluctuations in the real estate industry, the company’s product sales have increased significantly and the product market share has further expanded.
8, Andon Health Co.Ltd(002432) : the U.S. government has the right to terminate the contract at any time due to its own factors
Andon Health Co.Ltd(002432) (002432) issued a supplementary announcement. The U.S. government has the right to terminate the contract at any time due to its own factors. The above meaning means that the U.S. government can request to stop the execution of the contract without any reason and cancel the subsequent procurement. The Seller shall bear the corresponding risks and possible losses. In addition, the company replied to the letter of concern of Shenzhen Stock Exchange. At present, the company has obtained the authorization of the U.S. FDA EUA and can be sold in the United States, but it has not obtained the Chinese license and cannot be put into use in China. The above contents of the company’s announcement specifically emphasize the possible reduction of antigen detection sensitivity. In the future, the company will strengthen the control over the integrity of the wording of the announcement, but the company has no behavior and motivation to hype the stock price through information disclosure.
9, Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) : it is proposed to invest 1.2 billion yuan to build Fuzhou green building materials production base and other projects
Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) (002271) announced that it plans to invest 1.2 billion yuan in the construction of Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) Fuzhou green building materials production base project and Fujian regional headquarters project in Minqing County, Fuzhou City, Fujian Province. The construction content of the production base project is to promote product R & D and production projects including but not limited to waterproof, energy-saving and thermal insulation materials, civil building materials, special mortar, building coatings, etc.
10, Sichuan Development Lomon Co.Ltd(002312) : it is proposed to purchase 100% equity of Tianrui mining with RMB 956 million
Chuanfalong (002312) announced that it plans to issue shares to Chuanfa mining and Sichuan salt industry to purchase 80% and 20% equity of Tianrui mining respectively, with a transaction consideration of 956 million yuan; The acquisition of Tianrui mining will help the listed company directly obtain high-quality and scarce phosphate rock resources in Sichuan Province and improve the company’s phosphorus chemical industry chain.
