On January 18, Jiangsu Zhongli Group Co.Ltd(002309) announced that due to the explosion of private network communication business, the company expects to realize a net profit attributable to shareholders of listed companies of RMB 3.2 billion to RMB 4 billion in 2021, and a loss of RMB 2.92 billion in the same period of last year.
As of the closing on January 18, Jiangsu Zhongli Group Co.Ltd(002309) closed at 6.94 yuan / share, with a closing decline of 1.84% and a closing market value of more than 6 billion yuan.
\u3000\u3000 Private network communication service explosion
In view of the main reasons for the performance loss, Jiangsu Zhongli Group Co.Ltd(002309) said that due to the explosion of private network communication business, the impairment of accounts receivable, prepayments and inventory of private network communication business involved by the company; For the guarantee provided by the subsidiary Zhongli electronic financing, the estimated liabilities are accrued; Losses are accrued for the long-term equity investment of the subsidiary Zhongli electronics. The above provision is expected to be about 2.2 billion yuan. It is estimated that the total loss of photovoltaic business in this period is about 1.1 billion yuan, of which the production capacity cannot be fully released due to the sharp rise of main raw materials and sea freight for photovoltaic manufacturing, and the operating loss is about 650 million yuan. The company’s performance changes are affected by non recurring profits and losses, accounting for about 50% of the estimated loss, mainly the losses on Zhongli electronic guarantee, asset disposal, etc.
Jiangsu Zhongli Group Co.Ltd(002309) business mainly covers photovoltaic new energy business and special cable business.
On the same day, Jiangsu Zhongli Group Co.Ltd(002309) announced that Zhongli Tenghui Hong Kong, a wholly-owned subsidiary of the company, signed two photovoltaic module supply contracts with Brazoria West and Algonquin power respectively, and Siyang new energy, a wholly-owned subsidiary of the company, signed a photovoltaic module supply contract with clean solar power. The above contracts and corresponding orders stipulate that Zhongli Tenghui Hong Kong company will sell photovoltaic modules to Brazoria West and Algonquin power respectively, and Siyang new energy will sell photovoltaic modules to clean solar power, with a total transaction amount of about US $177.11 million. This figure is equivalent to more than 1.1 billion yuan.
28 companies lost in advance
According to the data, as of 17 p.m. on January 18, a total of 527 A-share listed companies had disclosed the annual performance forecast of 2021, and 28 companies had made losses in advance, including 16 first losses and 12 subsequent losses.
There are 18 listed companies with an expected loss of more than 100 million yuan and 10 companies with an expected loss of more than 500 million yuan. Among them, six listed companies such as Baiji shenzhou-u, Jiangsu Zhongli Group Co.Ltd(002309) , Shenyang Jinshan Energy Co.Ltd(600396) , Shanghai Electric Power Co.Ltd(600021) , Shenzhen Wenke Landscape Co.Ltd(002775) , Zhejiang Zheneng Electric Power Co.Ltd(600023) are expected to realize the lower limit of net profit loss attributable to shareholders of Listed Companies in 2021.
Three power companies including Zhejiang Zheneng Electric Power Co.Ltd(600023) , Shanghai Electric Power Co.Ltd(600021) , Shenyang Jinshan Energy Co.Ltd(600396) mentioned in the performance forecast that due to the sharp rise in coal prices, there were large losses in performance.
Zhejiang Zheneng Electric Power Co.Ltd(600023) it is estimated that the net profit attributable to the shareholders of the listed company will be – 760 million yuan to – 1.14 billion yuan in 2021. Due to the sharp rise in coal price, the fuel cost of the company will increase significantly, and the net profit attributable to the parent company will decrease significantly year-on-year, resulting in a loss in 2021.
over 80% of the overall pre hi
Among the 527 listed companies that have disclosed the performance forecast, 453 are pre happy, with a pre happy rate of 85.96%. Among them, there were a slight increase of 103, a turnaround of 27, a continued gain of 15 and a pre increase of 308. The listed companies that have disclosed the performance forecast have maintained a high performance growth rate as a whole.
In terms of net profit, among the 527 listed companies mentioned above, 370 listed companies are expected to realize the lower limit of net profit attributable to shareholders of listed companies over RMB 100 million, 169 over RMB 500 million and 95 over RMB 1 billion in 2021. China Mobile, Petrochina Company Limited(601857) , Kweichow Moutai Co.Ltd(600519) , Wanhua Chemical Group Co.Ltd(600309) , Citic Securities Company Limited(600030) , Zijin Mining Group Company Limited(601899) , China Coal Energy Company Limited(601898) and other seven listed companies are expected to achieve a lower limit of net profit attributable to shareholders of listed companies of more than 10 billion yuan in 2021.
In terms of net profit growth, excluding the impact of loss reversing companies, 375 listed companies are expected to achieve a lower limit of net profit growth attributable to shareholders of listed companies of more than 10%, 141 are expected to exceed 100%, 35 are expected to exceed 300%, Sichuan Hebang Biotechnology Co.Ltd(603077) , Inner Mongoliayuan Xing Energy Company Limited(000683) , Tibet Summit Resources Co.Ltd(600338) , Beijing Hotgen Biotech Co.Ltd(688068) , Yunnan Yuntianhua Co.Ltd(600096) Six listed companies such as Dongxin Co., Ltd. are expected to achieve a lower limit of net profit attributable to shareholders of listed companies of more than 1000% in 2021.
China Securities Journal reporter observed that many listed companies with the highest growth rate of performance forecast have been intensively investigated by institutions. From the content of institutional research, in addition to the company’s performance, the company’s future development plan, new product research and development and implementation are also the focus of institutional attention.
From the perspective of industry, the performance of chemical industry, semiconductor, rare earth, new energy and other industries is more prominent. The demand of the chemical industry has warmed up, and the industry as a whole has entered a recovery cycle. In the semiconductor industry, relevant listed companies have increased R & D investment and greater capacity release. In terms of rare earth industry, benefiting from the support and pull of terminal consumer demand such as downstream wind power and new energy vehicles, the supply and demand situation of main rare earth products market has been improved, driving the price volatility of main products in the rare earth market higher and the trading activity increased.
