As of 17:00 on January 20, 72 companies on the science and Innovation Board had disclosed the performance forecast for 2021, and 63 companies were in advance, with a pre approval rate of 87.5%. Among them, 48 were increased in advance, 1 continued to gain, 3 reversed losses and 11 slightly increased. There are many pre hi companies in pharmaceutical manufacturing, software and information technology services, semiconductor and semiconductor production equipment, and lithium battery industry chain.
The estimated net profit of 4 companies exceeds 1 billion yuan
From the perspective of net profit scale, 47 companies are expected to have a lower limit of net profit attributable to shareholders of listed companies of more than 100 million yuan in 2021, 12 companies are expected to have a lower limit of net profit attributable to shareholders of listed companies of more than 500 million yuan, Zhejiang Orient Gene Biotech Co.Ltd(688298) , Beijing Hotgen Biotech Co.Ltd(688068) , Trina Solar Co.Ltd(688599) , Jiangsu Bioperfectus Technologies Co.Ltd(688399) 4 companies are expected to have a lower limit of net profit attributable to shareholders of listed companies of more than 1 billion yuan in 2021.
Zhejiang Orient Gene Biotech Co.Ltd(688298) temporarily listed as the “profit king” of science and innovation board. The company expects the net profit attributable to the shareholders of the listed company to be RMB 4.72 billion to RMB 5.12 billion in 2021, with a year-on-year increase of 181.45% to 205.31%. In 2021, New Coronavirus rapid detection reagent (including family self testing) continued to be put into the epidemic prevention business, and its sales performance in the European market continued to increase significantly.
In terms of net profit growth, excluding loss reversing companies, it is estimated that in 2021, there are 54 companies whose lower limit of net profit growth attributable to shareholders of listed companies exceeds 10%, 26 companies whose lower limit of net profit growth is expected to exceed 100%, and Beijing Hotgen Biotech Co.Ltd(688068) , Dongxin shares, Shanghai Bright Power Semiconductor Co.Ltd(688368) , Amlogic (Shanghai) Co.Ltd(688099) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) 5 companies whose lower limit of net profit growth attributable to shareholders of listed companies is expected to exceed 300% in 2021.
Beijing Hotgen Biotech Co.Ltd(688068) temporarily listed as the “growth king” of science and innovation board. The company expects the net profit attributable to the shareholders of the listed company to be RMB 2 billion to RMB 2.35 billion in 2021, with a year-on-year increase of 1684.65% to 1996.97%. In the first half of 2021, the company’s New Coronavirus antigen detection kit was earlier approved by the German Federal medicines and Medical Devices Research Institute (BfArM) for home free testing. It could be sold in Germany’s business super stores, drugstores, Internet stores, and so on. In the second half of this year, New Coronavirus’s antigen detection kit was awarded self testing registration / record of EU CE and main economies such as British MHRA and French ANSM, and the COVID-19 test reagent income of overseas market increased significantly.
semiconductor and other industries
The performance of Listed Companies in pharmaceutical manufacturing, software and information technology services, semiconductor and semiconductor production equipment, and lithium battery industry chain is relatively outstanding.
Listed companies related to the lithium battery industry chain grasp the peak season cycle and actively expand production. Guangdong Jiayuan Technology Co.Ltd(688388) it is estimated that the net profit attributable to the shareholders of the listed company in 2021 will be 529.8771 million yuan to 603.158 million yuan, with a year-on-year increase of 184.25% to 223.56%. During the reporting period, the company’s “5000 t / a new energy power battery high-performance copper foil technology transformation project” achieved the expected goal; In August 2021, the company wholly acquired Shandong Jiayuan new energy materials Co., Ltd. with its own funds to expand the production capacity through equipment transformation and optimization, process improvement and introduction. In December 2021, the first 5000 t / a production line of the company’s “15000 T / a high-performance copper foil project” was successfully started up for trial production, and the production was stable.
In terms of the semiconductor industry, it benefited from the growth in demand of the consumer electronics industry and the large volume of new product shipments of relevant listed companies.
Amlogic (Shanghai) Co.Ltd(688099) it is estimated that the operating revenue will reach 4.74 billion yuan to 4.79 billion yuan in 2021, with a year-on-year increase of 73.1% to 74.93%; It is estimated that the net profit attributable to the owners of the parent company in 2021 will be RMB 780 million to RMB 840 million, with a year-on-year increase of 579.24% to 631.49%. The company said that the demand of the consumer electronics industry continued to grow. The company actively grasped the market opportunities, strengthened market development and further expanded the global market. The shipments of intelligent set-top box chips and AI audio and video system terminal chips increased rapidly.
intensive institutional research
Companies with promising performance are popular with capital.
Hangzhou Alltest Biotech Co.Ltd(688606) it is estimated that the net profit attributable to the shareholders of the listed company will reach 704907200 yuan to 795035700 yuan in 2021, with a year-on-year increase of 3.78% to 17.05%. The company said that it continued to improve product quality, continuously cultivated and developed the international market through its own brand influence and good reputation of products, and covid-19 testing business maintained stable growth. As of the closing on January 20, Hangzhou Alltest Biotech Co.Ltd(688606) shares closed at 156.39 yuan / share. Since January 2022, Hangzhou Alltest Biotech Co.Ltd(688606) share price has increased by nearly 30%.
Some listed companies have been intensively investigated by institutions. Among them, the “profit king” Zhejiang Orient Gene Biotech Co.Ltd(688298) has received 46 institutional surveys since 2022, and the stock price has increased by more than 30% since 2022.
Zhejiang Orient Gene Biotech Co.Ltd(688298) recently issued an announcement on abnormal fluctuations in stock trading. According to the company’s self-examination, the company’s current production and operation are normal without major changes. There are major uncertainties whether the future business performance can continue to maintain rapid growth, which mainly depends on the progress of global covid-19 pneumonia epidemic prevention and control, as well as the selection of covid-19 testing products in various countries.
