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:
5 ST shares forecast annual performance
Statistics show that as of January 18, a total of 5 ST shares have released the annual performance forecast. The type of performance forecast shows that there are 4 pre profit companies and 1 loss reduction company. According to the statistics of the upper limit of predicted net profit, the highest annual net profit is Bus Online Co.Ltd(002188) , and the upper limit of net profit is expected to be 176 million yuan, followed by Delixi Xinjiang Transportation Co.Ltd(603032) , Shenzhen Liantronics Co.Ltd(300269) , and the upper limit of annual net profit is expected to be 110 million yuan and 90 million yuan respectively.
369 shares in 2021 annual performance pre increase
Statistics show that as of January 18, 474 listed companies have announced the performance forecast of 2021. The type of performance forecast shows that there are 369 companies with pre increase and 25 with pre profit; There are 41 and 18 companies whose performance is expected to decline and loss in advance respectively. Among the performance prediction companies, according to the median increase of expected net profit, a total of 167 companies have a net profit increase of more than 100%; There are 117 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.
44 sci tech Innovation Board Companies’ annual performance in 2021 is expected to increase
Statistics show that as of January 18, 56 science and Innovation Board companies have announced the performance forecast for 2021. The type of performance forecast shows that there are 44 pre increase companies and 2 pre profit companies; There are 3 companies whose performance is expected to decline and 4 companies whose performance is expected to suffer losses. Among the performance prediction companies, according to the median increase of expected net profit, a total of 20 companies have a net profit increase of more than 100%; There are 17 companies with net profit growth of 50% ~ 100%. In terms of individual stocks, Beijing Hotgen Biotech Co.Ltd(688068) is expected to have the highest increase in net profit.
performance letters of 10 banks appeared, and the net profit of 9 banks increased by more than 20% year-on-year
After experiencing the downturn trend last year, the overall recovery trend of the stock prices of listed banks after entering 2022 is obvious. As of January 17, the banking sector had increased by 1.77% in the year, in sharp contrast to the decline of 3.65% in the whole year of last year. The recovery of the valuation of the banking sector is inseparable from the good performance achieved last year. Up to now, 10 listed banks have published their performance letters in 2021. All the above banks achieved positive growth in profits last year, and the net profit attributable to the parent of 9 banks increased by more than 20% year-on-year. Summary of
industry performance:
building materials industry: fiscal policy continues to be optimistic about cement, pipe and other pre and medium cycle varieties
Recently, the central government mentioned that the new special bonds focus on water conservancy, transportation, municipal infrastructure construction, affordable housing projects and other fields. The Ministry of water resources mentioned the implementation of major national water network projects. We expect that the construction of underground pipe network and sponge city will bring sustained growth during the 14th five year plan period. The completion end of the real estate remained resilient, but the new construction and sales remained weak. In terms of real estate, the easing signal has been gradually released, and the bottom of the policy has been found. We expect that the financing end of subsequent real estate enterprises and consumers is expected to be slightly relaxed. In addition, accelerating the construction of affordable rental housing during the 14th Five Year Plan period will bring some increment. Previously, the valuation of the decoration building materials sector has been in the lower position of the historical center due to the slowdown in demand, the rise of raw materials and cash flow pressure. Under the relaxed expectation of the margin of real estate, the decline of the high cost of raw materials, the gradual release of bad debt provision and cash flow risk expectation, the overall sector is expected to usher in performance and valuation repair.
weekly report of food and beverage industry: the correction of catering industry chain does not change the long-term trend, and individual stocks are selected from bottom to top
Benefiting from the chain development of food enterprises, the demand for cost reduction and efficiency improvement, and the cultivation of family consumption scenes by the epidemic, the prefabricated vegetable industry is developing in full swing; Among them, a series of high-quality sub tracks with broad prospects are emerging, including the frozen baking track with low penetration, strong substitution and large development space, the fast-frozen hot pot material market in a steady growth period, and the b-end channel of prefabricated rice noodles with high standardization, low cost performance and large substitution space; It is recommended to pay attention to quick-frozen food faucet Fu Jian Anjoy Foods Co.Ltd(603345) , frozen baking faucet Ligao Foods Co.Ltd(300973) , b-end service focused Zhengzhou Qianweiyangchu Food Co.Ltd(001215) and prefabricated dishes East China faucet Suzhou Weizhixiang Food Co.Ltd(605089) .
weekly report of household appliance industry: household appliance leaders accelerate the layout of home decoration channels, and the industry concentration is expected to accelerate to the leader
In the medium and long term, China’s white power market has gradually transformed into a stock competitive market dominated by renewal demand. Under this background, we are more optimistic about the deep barriers built by white power leaders in terms of brand, channel, R & D, management and other underlying basic capabilities. We believe that in the continuous innovation category of white power, we can rely on accumulated advantages to achieve the strength of the strong. At the same time, the white power leader with excellent product power, mature supply chain and rich overseas operation experience has the opportunity to improve the overseas market penetration, and the overseas market space is broad.
communication industry research weekly: digital economy planning release, related industries are expected to benefit
The continuous development of cloud computing benefits the upstream IDC and optical module. At the same time, under the background of carbon peak and carbon neutralization, the State supports the data center to adopt advanced energy-saving technologies such as precision air conditioning and liquid cooling to reduce relevant energy consumption, and the upstream refrigeration and temperature control industry is expected to continue to benefit.
Efforts will be made to strengthen the security system of digital economy, and network security manufacturers are expected to usher in rapid development. Network and data security is the top priority, support network security protection technology and product R & D and application, and promote the use of safe and reliable information products, services and solutions. We will accelerate the development of the network security industry system and promote the application of network security technologies such as pseudo defense and data encryption.
