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:
26 performance stock increases were scrambled by institutions
Statistics show that among the 289 stocks with significant growth (an increase of 50% or more) in 2021, there are 26 net purchases by institutions from November 20, 2021 to January 19, 2022. Among them, the annual net profit of Yongxing Special Materials Technology Co.Ltd(002756) increased by 248%, and the net purchase of institutions was 361 million yuan, with the largest net purchase amount; There are also Col Digital Publishing Group Co.Ltd(300364) , Ningbo Yong Xin Optics Co.Ltd(603297) , Yantai Zhenghai Magnetic Material Co.Ltd(300224) , Shanghai International Port (Group) Co.Ltd(600018) , Zhejiang Jolly Pharmaceutical Co.Ltd(300181) and other stocks bought by institutions.
47 shares announced 10 shares of 2021 performance express, with a net profit of more than 10 billion yuan
Statistics show that as of January 19, a total of 47 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 rate, the operating revenue of 45 companies increased year-on-year, and the highest growth rate 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) .
5 ST shares are expected to have a full year earnings forecast
Statistics show that as of January 19, a total of 7 ST shares have announced the annual performance forecast. The type of performance forecast shows that there are 5 pre profit companies and 2 loss reduction companies. According to the statistics of the forecast upper limit of net profit, the highest annual net profit is Hubei Shuanghuan Science And Technology Stock Co.Ltd(000707) , and the upper limit of net profit is expected to be 450 million yuan, followed by Bus Online Co.Ltd(002188) , Delixi Xinjiang Transportation Co.Ltd(603032) , and the upper limit of annual net profit is expected to be 176 million yuan and 110 million yuan respectively.
410 shares, annual performance increase in 2021
Statistics show that as of January 19, 534 companies have announced the performance forecast of 2021. The type of performance forecast shows that 410 companies have been added in advance and 32 companies have made a profit in advance; There are 46 and 24 companies with pre reduced performance and pre loss respectively. Among the performance prediction companies, according to the median increase of expected net profit, 196 companies have a net profit increase of more than 100%; There are 131 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 annual performance of 50 science and Innovation Board Companies in 2021 is expected to increase
Statistics show that as of January 19, 62 Sci-tech Innovation Board companies have announced the performance forecast for 2021. The performance forecast type shows that there are 50 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, 23 companies have a net profit increase of more than 100%; There are 20 companies with net profit growth of 50% ~ 100%. Summary of
industry performance:
pharmaceutical industry weekly: the number of overseas covid-19 confirmed cases is soaring rapidly, and China’s covid-19 kit will usher in the export peak
At present, European and American data show that Omicron variant has become the mainstream strain. The number of confirmed cases has surged, and there is a strong demand for covid-19 detection. The overseas one-day nucleic acid detection capacity can not fully meet the existing detection needs. Although there is a gap between the sensitivity of antigen family detection and nucleic acid detection, it has the advantages of fast and convenient, and can be used as an effective supplement to nucleic acid detection. We estimate that the purchase amount of rapid detection kits by the U.S. government is about 6.1 billion US dollars per month. China’s covid-19 kit will usher in the export peak, and relevant enterprises with export capacity such as nucleic acid reagent and antigen kit are expected to achieve performance explosion.
weekly report of the real estate industry: the fundamental inertia downward steady growth policy is expected to be strengthened
After the rise of A-share real estate stocks since the new year of 2022, investors hope to see more real estate support policies from the bottom up. Investors’ lack of short-term patience led to the correction of real estate stocks this week. At the same time, low and medium rated real estate enterprises are still in the dilemma of debt crisis, and the existing policies can not improve their credit status. At present, the industry fundamentals are inertial downward and the policy is expected to be more relaxed, with high certainty. Under this combination of fundamentals and policies, we are only optimistic about the valuation repair of housing prices with financial security.
weekly report of power industry: accelerating rural energy transformation and digitization to help the development of power industry
The State Council issued the “14th five year plan” for the development of digital economy, and proposed to promote the development of cloud network coordination and computing network integration. Accelerate the construction of a national integrated big data center system with collaborative computing power, algorithms, data and application resources. The transformation of digitization and intelligence will also empower the development of power industry. With the continuous increase of medium Shanxi Guoxin Energy Corporation Limited(600617) installed capacity, the proportion of new energy power generation is also increasing. However, new energy power generation represented by photovoltaic and wind power is extremely sensitive to weather and climate conditions, which undoubtedly puts forward higher requirements for the stability of the power grid. Therefore, accurate digital information will play an important role in making full use of renewable energy and improving power dispatching capacity. The development of digital economy and the integration of “power” and “computing power” will greatly promote the construction of new power system and add new growth power to the industry.
comment report on agriculture, forestry, animal husbandry and fishery industry: broiler prices rose month on month in December, and the profitability of the industry increased month on month
In December, the prices of yellow and white broilers rose month on month, and the profitability of the industry improved month on month. According to the monitoring data of xinmu.com, the average sales prices of slow, medium and fast yellow feather chickens in December were 8.8/7.4/7.0 yuan / kg respectively, up 0.3% / 1.3% / 3.5% month on month respectively. According to Boya Hexun data, the average sales price of white feather broilers nationwide in December was 8.0 yuan / kg, up 4.3% month on month. Benefiting from the month on month rise in the average sales price, the profitability of the industry continued to improve.
