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:
53 shares announced the 2021 performance express
Statistics show that as of January 20, a total of 53 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, the operating revenue of 51 companies increased year-on-year, with the highest growth rate being 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) .
7 ST shares forecast annual performance, 5 shares net profit forecast
Statistics show that as of January 20, a total of 7 ST shares have released 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.
high growth stocks with annual performance saw 219 shares in advance, and the increase of net profit doubled
Statistics show that as of January 20, 588 companies have announced the performance forecast for 2021. According to the type of performance forecast, 456 companies are added in advance and 33 companies are expected to make a profit, and the total proportion of reporting companies is 83.16%; There are 51 and 25 companies with pre reduced performance and pre loss respectively. Among the performance prediction companies, according to the median increase of expected net profit, 219 companies have a net profit increase of more than 100%; 147 companies had 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 company expects the median increase in net profit for the whole year to be 7593.73%; Inner Mongoliayuan Xing Energy Company Limited(000683) , Guangdong Tonze Electric Co.Ltd(002759) it is estimated that the median year-on-year growth of annual net profit is 7169.15% and 6825.50% respectively, ranking the second and third.
456 shares in 2021 annual performance pre increase
Statistics show that as of January 20, 588 listed companies have announced the performance forecast for 2021. The type of performance forecast shows that 456 companies are added in advance and 33 companies are expected to make a profit; There are 51 and 25 companies with pre reduced performance and pre loss respectively. Among the performance prediction companies, according to the median increase of expected net profit, 219 companies have a net profit increase of more than 100%; There are 147 companies whose net profit increases between 50% and 100%. In terms of individual stocks, Sichuan Hebang Biotechnology Co.Ltd(603077) is expected to have the highest increase in net profit.
55 Sci-tech Innovation Board companies are expected to increase their annual performance in 2021
Statistics show that as of January 20, 68 science and Innovation Board companies have announced the performance forecast for 2021. The type of performance forecast shows that there are 55 pre increase companies and 3 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, 28 companies have a net profit increase of more than 100%; There are 21 companies with a net profit increase of 50% ~ 100%. Summary of
industry performance:
the maximum pre increase is 20 times! Covid-19 testing products are in short supply, and the performance of many companies increased significantly in 2021
As of the press time of January 19, seven listed companies in the A-share covid-19 pneumonia detection sector had disclosed the performance forecast for 2021. Among them, the performance of four companies increased by more than 100%, with a maximum pre increase of 1996.97%. The agency said that the supply side of the new round of covid-19 testing reagent is short, and manufacturers with overseas sales qualification will benefit.
banking week view: sector performance may be more robust than market expectations
A number of banks have successively announced the performance express of 2021. The overall performance is that the performance growth rate maintains an upward trend, and the robustness is better than the market expectation. Looking forward to the first quarter, the market is pessimistic about the repair, superimposed with strong performance certainty, and the whole sector is expected to remain strong. In the medium and long term, we believe that the internal differentiation of the banking sector will continue. It is suggested to pay attention to the banks whose proportion of intermediate business income continues to increase and the banks whose fundamentals continue to improve.
Results of 16 bond businesses Citic Securities Company Limited(600030) net profit hit a record high
The reporter found that the performance of most of the 16 securities companies that have disclosed their performance has increased, especially the head securities company Citic Securities Company Limited(600030) , which continues to be the “first brother of the securities industry” with a record high net profit data of 23 billion yuan, Central China Securities Co.Ltd(601375) has become the “dark horse” with the largest performance in 2021, with the highest net profit growth rate of 437%.
rising coal prices help coal enterprises’ performance. Coal prices are expected to return to equilibrium in 2022
In 2021, the coal industry walked out of the “roller coaster” market. Coal prices have soared all the way from the beginning of the year, reaching a record high in October, and then quickly corrected under strong policy regulation. However, coal prices are still significantly higher than that at the beginning of 2021. According to the data, as of January 19, there were 8 coal listed companies that had disclosed the performance forecast for 2021, of which 7 had a significant advance increase in net profit, and 6 had a year-on-year increase in net profit of more than 100%.
2022 strategy of leisure service industry: grasp the investment opportunity of leading repair under consumption return + consumption upgrading
The epidemic has repeatedly dragged down the overall recovery process of the industry, and the superposition of consumption return and consumption upgrading may become a new growth point of the industry. This year, the tourism market has shown a recovery trend from high to low. Since the second half of the year, the epidemic has been repeated and the outbreak has been scattered, which has weakened the residents’ travel enthusiasm, and the residents’ travel modes are mainly peripheral, suburban and short-distance travel. In the case of sporadic outbreaks in the future, the complete recovery of tourism is still under pressure; The overall consumption of residents was weak under the epidemic, and the recovery of industry profits was less than expected. Except that the performance of the tax-free sector increased year-on-year compared with the same period in 2019, other sectors did not return to the pre epidemic level; At present, China is facing great pressure on economic growth. Under the background of economic structure transformation, stabilizing domestic demand and promoting consumption is one of the important strategic policies of the country under the dual cycle development pattern. It is expected that the consumption stimulus policy will follow up or will follow up. Under the background of the gradual normalization of epidemic prevention in the future, consumption return and consumption upgrading are the new performance growth points of the industry in the future.
