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:
11 companies forecast the first half performance of 63.64% good news
Statistics show that as of May 19, 11 companies have announced the performance forecast for the first half of the year. The type of performance forecast shows that 7 companies are added in advance, and the proportion of good news companies is 63.64%; There is one company whose performance is expected to decline. 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) , Guoneng Rixin 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______ 51.00______ 16.28______- 1945987______ Transportation___
___ Sichuan Kelun Pharmaceutical Co.Ltd(002422) ______ Sichuan Kelun Pharmaceutical Co.Ltd(002422) ______ 202204.27______ 45.00______ 17.73______ 4.71______ 579.45______ Medical Biology___
___ 301162______ National energy Rixin______ 202204.28______ 30.50______ 52.01______- 18.22______- 1429834______ Computer___
___ Goertek Inc(002241) ______ Goertek Inc(002241) ______ 202204.27______ 30.00______ 36.30______ 5.52______- 4259443______ Electronic___
___ Jiangsu Yoke Technology Co.Ltd(002409) ______ Jiangsu Yoke Technology Co.Ltd(002409) ______ 202204.28______ 19.17______ 47.80______- 6.71______ 537115______ Electronic___
___ Jiangsu Nhwa Pharmaceutical Co.Ltd(002262) ______ Jiangsu Nhwa Pharmaceutical Co.Ltd(002262) ______ 202204.23______ 15.00______ 12.66______ 2.51______- 204566______ Medical Biology___
___ 301150______ Zhongyi Technology______ 202204.20______ 9.84______ 104.42______- 15.31______- 127216______ Nonferrous Metals___
___ 301153______ C Zhongke River______ 202204.25______ 6.53______ 53.33____________ 1938750______ Computer___
loss Wang Cheng excellent student! Report card of life insurance enterprises in the first quarter: 90% profit retrogression happy life increases profits by 9 times
With the disclosure of the first quarter results and solvency, the panorama of “a good start” of insurance enterprises in 2022 gradually emerged. From the perspective of insurance companies that have disclosed the solvency report in the first quarter, the profitability of more than 90% of life insurance companies has regressed. The first quarter net profit of happy life insurance Co., Ltd. (hereinafter referred to as “happy life”) increased nearly 9 times year-on-year, which can be described as a rare bright color in the insurance industry.
According to the first quarter report and solvency report of happy life in 2022, the company’s insurance business revenue in the first quarter was 8.548 billion yuan, a year-on-year increase of 62.11%; The net profit was 319 million yuan, a year-on-year increase of 896.88%; At the end of the first quarter, the total asset scale was 75.78 billion yuan, an increase of 4.21% compared with the end of the previous quarter, and the asset scale increased steadily.
71 listed companies of traditional Chinese medicine show “report card” who is more worthy of looking forward to the key year of investment
According to statistics, as of April 30, 71 traditional Chinese medicine companies disclosed their annual reports, with a total operating revenue of 317.6 billion and a net profit of 39.2 billion yuan in 2021. From the year-on-year changes in revenue and profits, among the 71 companies, 47 traditional Chinese medicine companies increased their profits and 24 declined. Overall, the gross profit growth of head enterprises is significant. The overall profit side of the traditional Chinese medicine sector continued to improve. There were 8 companies with a growth rate of more than 30% on the revenue side and 32 companies with a growth rate of more than 30% on the profit side. The profit growth of head enterprises was better than that on the revenue side
industry performance summary:
computer industry: warm wind of platform economy to digital economy welcomes flowers
We sort out the investment targets from three aspects: digital infrastructure, industrial digital applications and key technologies. 1. In terms of digital information infrastructure: focus on recommending domestic server leader Dawning Information Industry Co.Ltd(603019) , domestic middleware leader Beijing Tongtech Co.Ltd(300379) , benefiting from Inspur Electronic Information Industry Co.Ltd(000977) , etc. 2. In terms of industrial digital application: focus on recommending the digital leader of energy in new energy it + the only platform of energy Internet Longshine Technology Group Co.Ltd(300682) , and the pioneer of distribution network dispatching Dongfang Electronics Co.Ltd(000682) ; Domestic CAD / CAE leader Zwsoft Co.Ltd(Guangzhou)(688083) , enterprise SaaS leader Yonyou Network Technology Co.Ltd(600588) , office software leader Beijing Kingsoft Office Software Inc(688111) ; Securities it in financial it Hundsun Technologies Inc(600570) , bank it double leader Yusys Technologies Co.Ltd(300674) , Shenzhen Sunline Tech Co.Ltd(300348) , full license Internet brokerage Beijing Compass Technology Development Co.Ltd(300803) , etc.
3. Key technologies: focus on recommending the voice leader in artificial intelligence Iflytek Co.Ltd(002230) ; Vehicle OS leader in intelligent driving Thunder Software Technology Co.Ltd(300496) , intelligent cockpit leader Huizhou Desay Sv Automotive Co.Ltd(002920) , high-precision map leader Navinfo Co.Ltd(002405) .
real estate 2021 and 2022q1 financial report summary: performance pressure on the eve of dawn strong credit real estate enterprises will take the lead in repairing
As an important part of “steady growth”, the real estate industry’s follow-up policy support is likely to increase but not decrease. At present, the statements from both the central and local levels are more positive than those in the early stage. We believe that may, June and July enter the period of intensive adjustment of local policies, and the policy strength and space of “steady growth” are worth looking forward to. Under the main line of “stable growth”, the market interpretation path is gradually clear, and there is still room for central state-owned enterprises to rise. Under the expectation of stabilizing sales and increasing the scale of mergers and acquisitions, high-quality private enterprise housing and property management companies have opportunities.
aviation and military industry: Deepening the reform of state-owned enterprises military industry sector is expected to benefit from the entry of high-quality assets into the market
Continue to increase the injection of high-quality assets into listed companies, and the asset quality of listed central enterprises in military industry will be effectively improved; On the whole, the asset securitization rate of China military industry group is low, because most of the assets of institutes involve national strategic security and core secrets, so it is difficult to realize asset securitization. Among the top ten military industrial groups, Aerospace Hi-Tech Holding Group Co.Ltd(000901) , aerospace science and industry and China Electronics Technology Group have low asset securitization rates. However, there is a high degree of feasibility of dual-use military and civilian assets listed in the private sector. SASAC proposed to “continue to increase the injection of high-quality assets into listed companies”, which will further improve the asset quality of military listed central enterprises and enhance the profitability of the company.
special report on building decoration industry: strong performance of water conservancy investment preferred central enterprises with undervalued value and focused on marginal improvement of fundamentals
In April, infrastructure construction showed strong resilience, and water conservancy investment maintained a high increase. The logic of giving priority to steady growth and infrastructure construction continues to confirm that in 2022, water conservancy projects will be accelerated and the demand for water conservancy infrastructure may exceed expectations; The resumption of work and production in Shanghai has been promoted in an orderly manner, real estate regulation has been relaxed, and the decline in real estate sales is expected to gradually narrow. Recommended minimum value China Railway Construction Corporation Limited(601186) , preferred new energy infrastructure Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , China Energy Engineering Corporation Limited(601868) .
1) select the most undervalued China Railway Construction Corporation Limited(601186) , recommend new energy infrastructure Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , China Energy Engineering Corporation Limited(601868) , pay attention to China Railway Group Limited(601390) traditional construction central enterprises: pay attention to the central enterprises at the head of sector opportunities, and select the lowest valuation China Railway Construction Corporation Limited(601186) (4.1 times) from the perspective of valuation elasticity. The newly signed contract amount of water conservancy and power projects of 22q1 company was 11.74 billion yuan, a year-on-year increase of 210.26%.
2) focus on steel structural sectors with marginal improvement in fundamentals. The resumption of work and production in Shanghai has been promoted in an orderly manner, the supply chain has been gradually repaired, and the demand for steel structure may be met. It is suggested to pay attention to the steel structure manufacturing / engineering leader Anhui Honglu Steel Construction(Group) Co.Ltd(002541) / Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , whose fundamentals are expected to usher in an inflection point, and choose the bottom layout.
automotive industry in-depth research report: the end of the third year of auto parts! Enlightenment from the price side of raw materials
In the past two years, the gross profit margin of auto parts and complete vehicles has been negatively affected by the rise in the price of raw materials, and the decline of gross profit margin is almost caused by the rise in the price of materials. On the other hand, the recovery of profit margin is quite flexible – whether the pressure of parts is transferred downstream or the price of raw materials falls, which brings the current situation that PE in the parts sector is at the historical center and Pb at the historical bottom.
We suggest that at the bottom of such a historical bottom, before the 3q22 industry fundamentals rebound, we should actively lay out Chinese auto parts companies that are globally competitive at the bottom of history, before 3q22 industry fundamentals pick up, and actively lay out Chinese auto parts companies, including Tianjin You Fa Steel Pipe Group Stock Co.Ltd(601686) 89 \ etc., it is suggested to pay attention to Anhui Zhongding Sealing Parts Co.Ltd(000887) ; Among them, Lizhong and Ikd Co.Ltd(600933) and other companies are expected to benefit from the price change of raw materials and the effectiveness of the negotiation agreement from 2q.
