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.
22 companies with net profit exceeding 100 million yuan
The data show that among the listed companies that have disclosed the performance forecast, 22 have a net profit of more than 100 million yuan and 9 have a net profit of more than 200 million yuan. Four listed companies, namely Beijing Hotgen Biotech Co.Ltd(688068) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Xindian software and Huaqiang technology, expect the net profit attributable to the shareholders of the listed company to exceed 300 million yuan in 2021.
In terms of net profit growth rate, excluding the impact of loss reversing companies, among the above companies that have issued performance forecast, it is expected that the net profit attributable to shareholders of listed companies will increase by more than 10%, 21 more than 50% and 11 more than 100% in 2021. Five listed companies, including Beijing Hotgen Biotech Co.Ltd(688068) , Juxin technology-u, Dongxin shares, Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Jiahe Meikang, are expected to achieve a year-on-year increase of more than 200% in net profit attributable to shareholders of Listed Companies in 2021.
Beijing Hotgen Biotech Co.Ltd(688068) with the lower limit of net profit of RMB 2 billion and the lower limit of net profit growth of nearly 17 times, it is temporarily listed as the “profit king” and “growth king” of listed companies on the science and innovation board. The company expects the net profit attributable to the shareholders of the listed company to be RMB 2 billion to RMB 2.35 billion in 2021, with a year-on-year increase of 1684.65% to 1996.97%.
In response to the reasons for the change in performance, Beijing Hotgen Biotech Co.Ltd(688068) said that in the first half of 2021, the company’s New Coronavirus antigen detection kit was earlier approved by the German Federal Drug and medical device Research Institute (BfArM) for home free testing, which could be sold in German supermarkets, pharmacies, Internet stores, and so on, resulting in the explosive growth of foreign trade orders in the first half of the year. In the second half of this year, New Coronavirus’s antigen detection kit was awarded self testing registration / filing of EU CE and major economies such as the British MHRA and French ANSM. In the fourth quarter, the COVID-19 virus was affected by the variation of delta virus and the Olympic game. This has led to a significant increase in the demand for covid-19 antigen detection reagents and realized a significant increase in the income of overseas covid-19 detection reagents.
research on institutions frequently acquiring blue chip stocks
According to the record of investor relations activities disclosed by Ningbo Ronbay New Energy Technology Co.Ltd(688005) , the company has obtained a total of 518 institutions after issuing the 2021 performance forecast.
Ningbo Ronbay New Energy Technology Co.Ltd(688005) it is estimated that the net profit attributable to the owners of the parent company in 2021 will be RMB 890 million to RMB 920 million, with a year-on-year increase of 317.71% to 331.79%. The company said that during the reporting period, the penetration rate of high nickel technology route in the terminal of new energy vehicles was further improved. Driven by the high demand of downstream customers, the company accelerated the release of new production capacity, doubled its annual sales year-on-year, and continued to maintain a leading position in China’s ternary cathode material market. The profitability of the company’s products continued to improve and the product structure was gradually optimized. The shipment volume of high nickel polycrystalline products maintained a leading position in the market, and the proportion of single crystal high energy density products and ultra-high nickel products above 9 series increased. The company’s precursor sector has made remarkable progress in customer development, product research and development, engineering construction, etc. The proportion of self supply of precursors increased year-on-year, reaching about 30%, and the profitability increased significantly year-on-year.
When accepting the institutional research, Ningbo Ronbay New Energy Technology Co.Ltd(688005) revealed that in addition to the Hubei base built in 2021, new production capacity will be put into operation in Guizhou and other places in 2022. It is expected that by the end of 2022, the capacity scale will continue to increase, which can meet the demand of existing orders. In 2022, the global penetration rate of electric vehicles is expected to further increase, and high nickel ternary will continue to maintain a high-speed growth trend and the status of the mainstream technology route. At present, from the company’s orders in hand, European and American car enterprises still have a very high recognition of high nickel. The main models of mainstream car enterprises in the international market are high nickel routes. The application of high nickel ternary in higher energy density, higher cost performance materials, solid-state batteries and 4680 batteries will enhance its competitive advantage. It is expected that the competitive advantage will be significantly improved in 2023.
From the perspective of the issues concerned by the organization, whether to add new capacity and the specific situation of capacity release in 2022 are the issues concerned by the organization.
Taking Earth-Panda Advanced Magnetic Material Co.Ltd(688077) as an example, the company estimates that the net profit attributable to the owners of the parent company in 2021 will be RMB 143.2511 million to RMB 160.135 million, with a year-on-year increase of 174.42% to 206.76%. The main reason for the change in performance is that since 2021, the demand for high-performance sintered NdFeB in downstream application fields has increased vigorously. At the same time, the company’s Sintered NdFeB production capacity in Baotou and Hefei has been continuously released, providing capacity guarantee for market development. The company grasps the market opportunities and continuously strengthens product R & D and market development, resulting in a significant increase in orders and continuous growth in sales volume. The company’s annual operating revenue in 2021 has increased significantly compared with the same period of last year.
Earth-Panda Advanced Magnetic Material Co.Ltd(688077) the record of investor relations activities disclosed on January 5, 2022 shows that the company’s overall capacity of sintered NdFeB is 6000 tons / year; It is estimated that by the end of 2022, the company’s overall production capacity will reach 8000-10000 tons / year; It is expected that by the end of the 14th five year plan, the overall planned capacity of the company will be about 21000 tons. The company will closely track the market demand and growth changes in downstream fields such as industrial motors, new energy vehicles and wind power, timely adjust the schedule of production expansion plan, and maintain reasonable capacity utilization.
increase R & D investment
Many listed companies disclosed the R & D situation in the performance forecast, further increased R & D investment and increased R & D expenses.
Espressif Systems (Shanghai) Co.Ltd(688018) it is estimated that the net profit attributable to the owners of the parent company will be 190 million yuan to 210 million yuan in 2021, with a year-on-year increase of 83% – 102%. The increase in R & D investment in the current period resulted in a year-on-year increase in R & D expenses of 38% – 43%. The company said that in terms of hardware, the company released three new aiot chips in 2021, with a richer product matrix. In addition to making technological breakthroughs in the field of WiFi 6, the company also entered the field of thread / ZigBee technology, marking that the company has a product layout in the three mainstream wireless technologies of smart home (WiFi, low-power Bluetooth and thread / ZigBee), further broadening the company’s development boundary in the field of wireless MCU (wireless MCU).
When receiving institutional research, some listed companies pointed out that due to the increase of R & D expenses, the company expects to maintain the growth pressure in 2022 and 2021.
Jiangxi Yuean Advanced Materials Co.Ltd(688786) according to the investor relations activity record disclosed on January 10, 2022, in response to the question raised by the organization “can we maintain the growth rate in 2021 in 2022”, the company said that the pressure will be relatively high in 2022, because there will be no new production capacity of carbonyl iron powder in 2022, and the company plans to increase R & D investment, optimize and transform the production line, and the R & D expenses will increase.
