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:
22 shares of were raised by institutions
Statistics show that among the 209 stocks with significant growth (an increase of 50% or more) in 2021, there are 22 net purchases by institutions from November 18, 2021 to January 17, 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) , Ningbo Yong Xin Optics Co.Ltd(603297) , Shanghai International Port (Group) Co.Ltd(600018) , Zhejiang Jolly Pharmaceutical Co.Ltd(300181) , Miracle Automation Engineering Co.Ltd(002009) and other stocks bought by institutions.
2 ST shares forecast annual performance
Statistics show that as of January 17, a total of two ST shares have announced the annual performance forecast. The type of performance forecast shows that there is one pre profit company and one pre loss company.
38 shares of announced the performance express of 2021, and 8 shares had a net profit of more than 10 billion yuan
Statistics show that as of January 17, 38 listed companies in Shanghai and Shenzhen have issued performance letters. The highest operating income was China Merchants Bank Co.Ltd(600036) , with an operating income of 331.234 billion yuan last year, a year-on-year increase of 14.03%; Followed by Poly Developments And Holdings Group Co.Ltd(600048) , Industrial Bank Co.Ltd(601166) ; In terms of growth, the operating revenue of 37 companies increased year-on-year, and the highest growth 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) .
high growth stocks with annual performance saw 140 shares in advance, and the increase of net profit doubled
Statistics show that as of January 17, 413 companies have announced the performance forecast for 2021. According to the type of performance forecast, 318 companies are added in advance and 20 companies are expected to make a profit, and the total proportion of reporting companies is 81.84%; There are 38 and 18 companies with pre reduced performance and pre loss respectively.
Among the performance prediction companies, according to the median increase of expected net profit, 140 companies have a net profit increase of more than 100%; There are 99 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.
41 sci tech Innovation Board Companies’ annual performance in 2021 is expected to increase
Statistics show that as of January 17, 52 science and Innovation Board companies have announced the performance forecast for 2021. The type of performance forecast shows that there are 41 pre increase companies and 2 pre profit companies; There are 3 companies whose performance is expected to decline and 3 companies whose performance is expected to suffer losses. Among the performance prediction companies, according to the median increase of expected net profit, 17 companies have a net profit increase of more than 100%; There are 17 companies with net profit growth of 50% ~ 100%. Summary of
industry performance:
2 securities companies publish 2021 performance express
Statistics show that as of January 17, a total of two securities companies issued performance letters. Citic Securities Company Limited(600030) had the highest operating revenue, with an operating revenue of 76.570 billion yuan last year, Guoyuan Securities Company Limited(000728) ranked second, with an operating revenue of 6.076 billion yuan. In terms of net profit, Citic Securities Company Limited(600030) last year’s net profit was 22.979 billion yuan, ranking first, followed by Guoyuan Securities Company Limited(000728) , with a net profit of 1.87 billion yuan. In terms of growth, among the listed securities companies that published the performance express, the net profit increased year-on-year by 2, the highest increase was Citic Securities Company Limited(600030) , and the net profit increased by 54.20% year-on-year.
the net profit of the eight “warm and comfortable” banks in the bank performance express increased by more than 20%
By the time of press release on January 16, nine banks had taken the lead in disclosing the performance express in 2021, of which eight had a year-on-year increase in net profit of more than 20%. At the same time, the non-performing loan ratio by the end of last year was lower than that at the beginning of last year. Insiders pointed out that from the current performance express, the annual performance growth of the banking industry last year was higher than that in the first three quarters, reflecting the continuous improvement of profitability. The year-on-year decline in non-performing ratio and the year-on-year increase in provision coverage of many banks mean that the overall asset quality shows an improvement trend.
more than 80% of the performance of 33 pharmaceutical and biological companies predicted that the net profit of traditional Chinese medicine and in vitro testing increased significantly
According to the data, as of January 16, a total of 33 A-share pharmaceutical and biological listed companies issued performance forecasts for 2021. Among them, the performance is expected to exceed 80%, and the pre increase, slight increase and turnaround are 17, 7 and 3 respectively; The total number of performance pre reduction, first loss and continued loss is 6. From the sub industry classification, the net profit of traditional Chinese medicine and in vitro testing is expected to increase greatly in 2021.
strategy of computer industry in 2022: high prosperity of intelligent and domestic two wheel drive industry
In 2022, we will focus on intelligence and localization. Looking forward to 2022, the impact of the epidemic will be gradually eliminated, the margin of fiscal and monetary policy will be loose, and the promotion of new infrastructure is expected to be further accelerated. We believe that the fundamentals of Companies in the computer sector are stable and good, and the sector valuation and public offering positions are at a low level, which is at an appropriate layout time point. From the perspective of technological progress and industrial landing, the establishment of the trend of intellectualization and localization will become the deterministic direction of scientific and technological evolution in the future.
