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:
58 companies’ performance express
According to the performance disclosure rules, some listed companies in the disclosure season of the annual report will release the performance forecast or performance express in advance, and the accuracy of the performance express is stronger than the performance forecast. As of January 21, 58 companies in Shanghai and Shenzhen had issued performance letters.
Statistics show that China Merchants Bank Co.Ltd(600036) has the highest operating revenue among the companies that publish the performance express. Last year, the operating revenue reached 331.234 billion yuan, a year-on-year increase of 14.03%; Followed by Poly Developments And Holdings Group Co.Ltd(600048) and Industrial Bank Co.Ltd(601166) , with operating revenue of 285.048 billion yuan and 221.236 billion yuan respectively last year. In terms of growth, the operating revenue of 56 companies increased year-on-year, with the highest growth rate being Shenzhen Capchem Technology.Ltd(300037) . Last year, the operating revenue was 6.951 billion yuan, a year-on-year increase of 134.76%; Followed by Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Foran Energy Group Co.Ltd(002911) , the operating revenue increased by 108.03% and 78.36% respectively year-on-year.
The performance of 87 shares increased continuously month on month in recent three quarters
Statistics show that among the listed companies whose annual performance forecast has been released so far in 2021, the data show that there are 87 companies whose performance has increased continuously month on month in recent three quarters. Among them, Ght Co.Ltd(300711) , Navinfo Co.Ltd(002405) , Ningbo Energy Group Co.Ltd(600982) and other companies had the largest month on month increase in net profit in the fourth quarter.
It is noteworthy that some companies have not only achieved continuous and stable growth in performance in recent three quarters, but also achieved year-on-year growth in annual net profit. There are 85 such companies in total. Among them, 45 companies with year-on-year performance growth of more than 100% include Sichuan Hebang Biotechnology Co.Ltd(603077) , Guangdong Tonze Electric Co.Ltd(002759) , Shenzhen Dynanonic Co.Ltd(300769) .
669 companies forecast annual performance, 511 companies forecast an increase of
Statistics show that as of January 21, 669 companies have announced the performance forecast for 2021. According to the type of performance forecast, 511 companies are added in advance and 46 companies are expected to make a profit, and the proportion of companies reporting good news in total is 83.26%; There are 57 and 30 companies with pre reduced performance and pre loss respectively. Among the performance prediction companies, according to the median increase of expected net profit, 257 companies have a net profit increase of more than 100%; There are 163 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 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 rate of annual net profit is 7169.15% and 6825.50% respectively, ranking the second and third.
72 Sci-tech Innovation Board companies forecast more than 80% of the performance in 2021
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.
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.
feel the prosperity of the industry, and the performance forecast of listed companies reveals the “vitality password”
The performance forecast of listed companies reveals the “heat” of the industry. According to statistics, as of January 20, 612 A-share companies have disclosed performance forecasts for 2021. Among them, 510 companies are expected to have year-on-year growth in annual performance, accounting for 83%; 86 companies have pre reduction, slight reduction, continued loss, first loss and uncertainty due to various reasons.
By industry, the performance of cyclical sectors such as nonferrous metals and basic chemicals, as well as high-end manufacturing sectors such as electronics, new energy, power equipment and mechanical equipment, is more eye-catching. The performance of Listed Companies in some industries declined due to factors such as changes in the market environment. Summary of
industry performance:
3 securities companies released 2021 performance express
Statistics show that as of January 21, a total of three securities companies have released 2021 performance express. Citic Securities Company Limited(600030) had the highest operating revenue, with an operating revenue of 76.57 billion yuan last year, followed by Everbright Securities Company Limited(601788) , with an operating revenue of 16.705 billion yuan.
In terms of net profit, Citic Securities Company Limited(600030) had a net profit of 22.979 billion yuan last year, ranking first in the amount of profit, followed by Everbright Securities Company Limited(601788) , with a net profit of 3.58 billion yuan. In terms of growth, among the listed securities companies that published the performance express, the net profit increased year-on-year by 3, the highest increase was Citic Securities Company Limited(600030) , and the net profit increased by 54.2% year-on-year.
more than 70 pharmaceutical companies predicted 80% of their performance and achieved profit growth
At the time of the 2021 annual report disclosure quarter, the number of Listed Companies in the pharmaceutical industry issuing performance forecasts and performance letters increased intensively. According to the statistics of the securities times, as of January 20, 74 listed companies in the pharmaceutical and biological industry have issued performance forecasts or performance letters for 2021. Based on the median predicted net profit, the net profit of 60 of these companies increased in 2021, accounting for 80%.
In general, the net profit of 6 companies such as Chimin Health Management Co.Ltd(603222) , Beijing Hotgen Biotech Co.Ltd(688068) , Shenzhen Salubris Pharmaceuticals Co.Ltd(002294) , Zhejiang Conba Pharmaceutical Co.Ltd(600572) , Andon Health Co.Ltd(002432) , Teyi Pharmaceutical Group Co.Ltd(002728) is expected to increase by more than 200%, that of 12 companies such as Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) is expected to increase by more than 100%, and that of 26 companies such as Hangzhou Biotest Biotech Co.Ltd(688767) , soaring pharmaceutical, Zhejiang Garden Bio-Chemical High-Tech Co.Ltd(300401) is expected to increase by more than 30%.
comments on the sharp rise of agriculture in agriculture, forestry, animal husbandry and fishery industry: seizing the opportunity of comprehensive allocation in the high boom of agriculture, forestry, animal husbandry and fishery
At present, the bottom of the pig cycle is relatively clear, and pig enterprises have a high safety margin. It is suggested to pay attention to pig enterprises with stable cash flow, significant cost advantage and stable operation. The epidemic situation promotes the prosperity of prefabricated vegetables. It is suggested to pay attention to breeding enterprises with rich product categories, perfect supply chain and first mover advantages in the field of prefabricated vegetables. The recovery of pig prices has led to the boom recovery of the post cycle sector. It is suggested to pay attention to dynamic insurance enterprises with R & D and innovation advantages.
computer industry: 8 clues of computer market
In 2022, under the general policy of digital economy, we should sort out the main line of investment from the following aspects: [1] we need to make up lessons quickly, such as energy, power and other informatization and digital; [2] Need to speed up to form comparative advantages Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) , such as smart cars and digital RMB; [3] Help industrial upgrading, such as industrial software and industrial Internet; [4] Implement localization and autonomy, such as basic software and Xinchuang.
[recommended target]: Longshine Technology Group Co.Ltd(300682) , Dongfang Electronics Co.Ltd(000682) , Beijing Forever Technology Co.Ltd(300365) , Thunder Software Technology Co.Ltd(300496) , Navinfo Co.Ltd(002405) , Yonyou Network Technology Co.Ltd(600588) , Shenzhen Sunline Tech Co.Ltd(300348) , Zwsoft Co.Ltd(Guangzhou)(688083) .
report on traditional Chinese medicine industry: the State Food and Drug Administration and the medical insurance bureau have strongly supported high-quality traditional Chinese medicine to meet strategic opportunities
The investment logic of the four traditional Chinese medicine industries: 1) the State Council, the State Food and Drug Administration and the medical insurance bureau issued documents strongly supporting the traditional Chinese medicine industry, and the traditional Chinese medicine industry is facing a golden development period; 2) Traditional Chinese medicine has natural advantages in the treatment of chronic diseases and no diseases. Under the background of aging and consumption upgrading, the consumption attribute of traditional Chinese medicine promotes its rapid and large-scale consumption; 3) The promotion of national standards, the rise of the price of traditional Chinese medicine decoction pieces, and the increase of the price of traditional Chinese medicine formula granules and OTC products led to the increase of gross profit margin; 4) The sector has not risen for many years, which is characterized by low valuation, low position and good chip structure. It is suggested to pay attention to: 1) traditional Chinese medicine formula particles, and it is suggested to pay attention to Chinese traditional Chinese medicine, China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) ; 2) OTC traditional Chinese medicine, it is recommended to pay attention to Beijing Tongrentang Co.Ltd(600085) , Chongqing Taiji Industry (Group) Co.Ltd(600129) , Hubei Jumpcan Pharmaceutical Co.Ltd(600566) , Zhejiang Conba Pharmaceutical Co.Ltd(600572) , Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) ; 3) Innovative prescription drugs, it is recommended to pay attention to Zhejiang Jolly Pharmaceutical Co.Ltd(300181) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , etc.
