According to the data, as of 17:00 on January 18, 527 A-share companies had disclosed the performance forecast for 2021, 453 of which were expected to be happy, with a pre happy rate of 85.96%. Among them, 103 companies increased slightly, 27 companies reversed losses, 15 companies continued to make profits and 308 companies increased in advance. The overall performance of the companies that have disclosed the performance forecast has increased well. Companies with the highest growth rate of performance forecast through intensive institutional research mainly focus on future development planning, new product R & D and implementation.
141 companies expected to double their net profit
Among the above 527 companies, it is estimated that 370 companies will have net profits attributable to shareholders of listed companies exceeding RMB 100 million, 169 companies exceeding RMB 500 million and 95 companies exceeding 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) 7 companies expect the lower limit of net profit attributable to shareholders of listed companies to exceed 10 billion yuan in 2021.
In terms of net profit growth, excluding loss recovery companies, 375 companies are expected to increase their net profit attributable to shareholders of listed companies by more than 10%, 141 are expected to increase by more than 100%, 35 are expected to increase by more than 300%, and 6 companies, 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) and Dongxin Co., Ltd., are expected to increase their net profit attributable to shareholders of listed companies by more than 1000% in 2021.
Companies whose performance is greatly anticipated are popular with capital.
Sichuan Hebang Biotechnology Co.Ltd(603077) it is estimated that the net profit attributable to shareholders of listed companies will increase by 7227.36% to 7960.09% year-on-year in 2021. The company's main products are glyphosate, glyphosate, soda ash, ammonium chloride and glass. With the improvement of environmental protection requirements, the backward production capacity is further cleared, superimposing the growth of downstream demand, driving the sales price of the company's products to rise. Sichuan Hebang Biotechnology Co.Ltd(603077) the day after the release of the performance forecast, the company's shares rose by the limit.
intensive institutional research
Listed companies with the highest growth rate of performance forecast have been intensively investigated by institutions.
Taking Ningbo Ronbay New Energy Technology Co.Ltd(688005) as an example, the company disclosed on January 3, 2022 that it is expected to realize the net profit attributable to the shareholders of the listed company from 890 million yuan to 920 million yuan in 2021, with a year-on-year increase of 317.71% to 331.79%. As for the main reasons for performance changes, the company said that the penetration rate of high nickel technology products in new energy vehicle terminals was further improved during the reporting period. Driven by the high growth of downstream customer demand, the company accelerated the release of new production capacity, doubled its 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. According to the Ningbo Ronbay New Energy Technology Co.Ltd(688005) announcement, after the release of the performance forecast, Ningbo Ronbay New Energy Technology Co.Ltd(688005) has received research from more than 500 institutions.
According to the performance forecast disclosed on January 9, the company expects to realize the net profit attributable to the shareholders of the listed company from 718.7045 million yuan to 794.3576 million yuan in 2021, with a year-on-year increase of 90% to 110%. The company said that it would integrate the R & D team, increase R & D investment and actively promote the management and implementation of key R & D projects.
According to the data, after the release of the performance forecast, Yangzhou Yangjie Electronic Technology Co.Ltd(300373) was investigated by 182 institutions.
In addition to the operating performance in 2021, the institution focuses on the future development planning, new product R & D and landing of relevant listed companies.
After Teyi Pharmaceutical Group Co.Ltd(002728) released the performance forecast, 97 institutions were investigated. Teyi Pharmaceutical Group Co.Ltd(002728) pointed out that the focus of future performance growth is to expand the core products and strengthen the market cultivation and development of Chinese patent medicine products. The company will launch two or three varieties of Chinese patent medicine every year. In recent years, it has successively launched Pudilan anti-inflammatory tablets, Ganmaoling granules, dermatosis Xuedu pills, Fengliao changweikang tablets, jiangtangshu pills, etc.
outstanding performance in chemical industry
From the perspective of industry, the performance of chemical industry, semiconductor, rare earth, new energy and other industries is more prominent.
Jiangsu Eastern Shenghong Co.Ltd(000301) it is estimated that the net profit attributable to shareholders of listed companies will reach 4.1 billion yuan to 5 billion yuan in 2021, with a year-on-year increase of 435% to 552.44%. During the reporting period, the company further improved its production and operation and maintained good profitability. The production capacity of EVA photovoltaic resin produced by sierbang was stable at more than 200000 tons / year. The 200000 tons / year differential functional chemical fiber project of ganghong fiber and the 60000 tons / year pet regenerated fiber project of China perch technology were completed and put into operation in the second half of 2020, increasing the profit contribution year-on-year.
In the semiconductor industry, relevant listed companies increased R & D investment and released production capacity rapidly. On the basis of in-depth understanding of customer needs, accelerate the research and development of new products and promote the release of benefits of new products.
In terms of rare earth industry, benefiting from the pull of terminal consumer demand such as downstream wind power and new energy vehicles, the market supply and demand situation of major rare earth products has been improved, and the prices of major rare earth products have risen.
Taking China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) as an example, the company expects to realize a net profit attributable to shareholders of listed companies of RMB 4.901 billion to RMB 5.061 billion in 2021, with a year-on-year increase of 488.58% to 507.79%. For the main reasons for the performance changes, the company said that the rare earth industry continued to standardize and improve, the development environment was further optimized, the production and operation of enterprises were continuously improved, the operating rate and capacity utilization were improved, and the operation quality and efficiency of rare earth production and processing enterprises were improved.
