With Huasu Holdings Co.Ltd(000509) taking the lead in releasing the 2021 annual report, the quarterly curtain of A-share annual report opened. At present, the performance profile of listed companies is gradually emerging. According to the data, by the time of press release on January 18, more than 500 companies had made performance forecasts for 2021, with a prediction rate of more than 85%, and 44 had disclosed performance express. With the opening of the annual report quarter, the fund's attention to performance has been increasing, and some high pre increase stocks have strengthened recently.
the performance profile of listed companies is gradually showing
On January 17, the first 2021 annual report of A-Shares was released, and Huasu Holdings Co.Ltd(000509) ranked first. According to the scheduled disclosure schedule, the annual report will also be disclosed this week Shandong Wohua Pharmaceutical Co.Ltd(002107) .
In January, the release of annual report performance forecast of listed companies was accelerated, and the overall performance outline was becoming clearer and clearer. The data show that as of press time, 509 listed companies in the A-share market have disclosed the performance forecast for 2021. Among them, 438 companies are pre happy (including pre increase, slight increase, continued profit and loss), accounting for 86.05%. According to the statistics of the lower limit of the year-on-year increase of the predicted net profit, 158 companies are expected to double the net profit, of which 12 are expected to increase by more than 10 times last year.
By industry, among the 438 pre hi companies, there are 66 in the basic chemical industry, 50, 40, 40 and 37 in the pharmaceutical and biological, mechanical equipment, electronics, power equipment and other industries, 28 in the non-ferrous metal industry, and 16, 15 and 13 in the computer, light industry manufacturing and automobile industries.
The performance of the chemical industry is particularly outstanding. Among the 72 companies that predict the performance of the annual report, 66 are pre happy, accounting for more than 90%. Among them, Sichuan Hebang Biotechnology Co.Ltd(603077) temporarily lives in the "pre increase king" of the A-share market. The company disclosed on January 12 that it is expected to realize the net profit attributable to the shareholders of the listed company in 2021, which will increase by 2.959 billion yuan to 3.259 billion yuan compared with the same period of the previous year, with a year-on-year increase of 7227.36% to 7960.09%. The data show that the lower limit of Inner Mongoliayuan Xing Energy Company Limited(000683) , Jiangsu Yida Chemical Co.Ltd(300721) , Yunnan Yuntianhua Co.Ltd(600096) net profit growth is expected to be more than 10 times, Chtc Helon Co.Ltd(000677) , Jiangsu Sopo Chemical Co.Ltd(600746) , Jiangsu Huachang Chemical Co.Ltd(002274) , Hubei Xingfa Chemicals Group Co.Ltd(600141) , Shanghai Huayi Group Corporation Limited(600623) , Zangger mining, Hoshine Silicon Industry Co.Ltd(603260) net profit growth is also expected to be more than five times. In addition, 27 chemical companies are expected to double their performance.
In addition, 44 companies disclosed their performance letters, of which the performance of the large financial sector is commendable. Among the 27 companies whose net profit attributable to the parent company increased by more than 20% year-on-year, the large financial sector accounted for almost "half of the country", including 10 banks such as Bank Of Jiangsu Co.Ltd(600919) , Jiangsu Zhangjiagang Rural Commercial Bank Co.Ltd(002839) , Bank Of Ningbo Co.Ltd(002142) and Citic Securities Company Limited(600030) , Guoyuan Securities Company Limited(000728) two securities companies.
Zheshang Securities Co.Ltd(601878) according to the analysis, in terms of profit growth, the carbon neutralization chain has a fast growth rate, and the performance of environmental protection, basic chemical industry, non-ferrous metals, power equipment and other industries is leading in 2021 and the fourth quarter; From the perspective of exceeding expectations, exceeding expectations focused on basic chemicals, non-ferrous metals, power equipment, electronics, medicine and biology. China International Capital Corporation Limited(601995) it is estimated that the annual profit growth rate of listed companies last year may be lower than that in the first three quarters, and the profit squeeze of upstream cycle industries on the middle and lower reaches may not be eliminated. Specifically, the middle and upper cycle industries may continue to grow at a high rate, the overall profits of some high boom manufacturing industries continue to grow at a high rate, and the overall profits of downstream consumer industries are relatively weak.
some high pre increase stocks obtained funds to rush to raise
On January 18, Shanghai Jahwa United Co.Ltd(600315) rose by the limit. The day before, the company announced that the net profit attributable to the shareholders of the listed company in 2021 is expected to be about 655 million yuan, an increase of about 225 million yuan over the same period of last year, a year-on-year increase of about 52%. The Eastroc Beverage (Group) Co.Ltd(605499) , Bros Eastern Co.Ltd(601339) , which also disclosed the annual performance forecast for 2021 on the 17th, closed at the daily limit on the 18th. Eastroc Beverage (Group) Co.Ltd(605499) it is estimated that the net profit attributable to the shareholders of the listed company in 2021 is expected to be between 1.15 billion yuan and 1.25 billion yuan, an increase of 41.61% to 53.93% compared with the same period of the previous year. Bros Eastern Co.Ltd(601339) it is estimated that the net profit attributable to shareholders of listed companies will reach 1.33 billion yuan to 1.39 billion yuan in 2021, which is expected to increase by 964 million yuan to 1.024 billion yuan compared with the same period of last year (statutory disclosure data), with a year-on-year increase of 263% to 280%.
At present, funds pay more attention to blue chip stocks, and many high pre increase stocks continue to strengthen. According to the disclosure of Shenzhen Dynanonic Co.Ltd(300769) January 11, the main business of lithium iron phosphate materials, the net profit attributable to the shareholders of the listed company is expected to reach 760 million yuan to 830 million yuan in 2021, with a loss of 28.4016 million yuan in the same period of the previous year. From January 12 to 18, the company's share price rose by 27.99%.
However, some companies with high performance predicted earlier have had a correction after their share prices rose rapidly. For example, Beijing Hotgen Biotech Co.Ltd(688068) disclosed on January 6 that the net profit attributable to the owners of the parent company is expected to increase by 1684.65% to 1996.97% year-on-year in 2021. From January 7 to 14, Beijing Hotgen Biotech Co.Ltd(688068) shares rose by more than 80%. The company's share price fell 27.15% from January 17 to 18. It is worth noting that, in addition to being driven by the pre increase of high performance, the rise of the company's share price is closely related to the trend of its sector. In addition, the share prices of Zhejiang Jolly Pharmaceutical Co.Ltd(300181) , Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) , Naipu Mining Machinery Co.Ltd(300818) and other companies have also been corrected to varying degrees recently.
From the perspective of institutional research, there are many stocks with high pre increase among the stocks investigated by institutions since January 11. Yangzhou Yangjie Electronic Technology Co.Ltd(300373) after the performance forecast was released on January 9, 185 institutions such as Harvest Fund and Jingshun great wall were investigated from January 10 to 12. Espressif Systems (Shanghai) Co.Ltd(688018) after disclosing on January 12 that the net profit attributable to the parent company is expected to increase by 83% to 102% year-on-year in 2021, the investor relations activity record released by the company on January 17 shows that it has been investigated by 140 institutions since January.
