According to the statistics of xingkuang, as of January 21, 80 companies on the science and Innovation Board had issued performance forecasts for 2021, of which 57 companies increased in advance, 9 increased slightly, 1 continued to make profits and 3 reversed losses; There are 5 companies whose performance is expected to drop, 3 companies whose losses are reduced and 2 companies whose losses are increased.
Among the companies with good performance, according to the lower limit of expected net profit growth, 35 companies have a net profit growth of more than 100%. The year-on-year growth of Beijing Hotgen Biotech Co.Ltd(688068) , Dongxin shares, Shanghai Bright Power Semiconductor Co.Ltd(688368) , Amlogic (Shanghai) Co.Ltd(688099) , Hunan Changyuan Lico Co.Ltd(688779) led the top five.
the net profit of 52 companies increased by more than 50%
Among the science and Innovation Board companies with good annual report performance, according to the lower limit of the year-on-year increase of predicted net profit, 53 companies expect the year-on-year increase of net profit to be more than 50%, and 35 companies whose net profit increase exceeds 100% . From the perspective of industry distribution, the performance prediction stocks in the fields of semiconductor, medical treatment and new energy are the most, reaching 21, 15 and 10 respectively.
Among them, Zhejiang Orient Gene Biotech Co.Ltd(688298) , China Resources Microelectronics Limited(688396) , Beijing Hotgen Biotech Co.Ltd(688068) , Trina Solar Co.Ltd(688599) , Jiangsu Bioperfectus Technologies Co.Ltd(688399) , Advanced Micro-Fabrication Equipment Inc.China(688012) is expected to achieve a net profit of more than 1 billion yuan in 2021, and three enterprises are expected to turn around their losses, namely Guizhou Zhenhua E-Chem Inc(688707) – u, Tianyue advanced – U, Sunshine Guojian Pharmaceutical(Shanghai) Co.Ltd(688336) .
Top 10 pre increase range of annual report of science and Innovation Board
Beijing Hotgen Biotech Co.Ltd(688068) still retains the title of pre increase king. It is the science and innovation board company with the largest pre increase in net profit at present, with an increase of 1685% to 1997% . It is estimated that the net profit in 2021 will be 2 billion yuan to 2.35 billion yuan.
The pre increase range of net profit of Dongxin Co., Ltd. ranks second, with an increase range of 1052% to 1129%. It is expected that the net profit will be 225 million yuan to 240 million yuan.
The net profit of Shanghai Bright Power Semiconductor Co.Ltd(688368) ranks third, with a year-on-year increase of 858% to 887%, and the net profit is expected to be 660 million yuan to 680 million yuan.
the growth of semiconductor and new energy enterprises is gratifying
Among the top ten companies in the pre increase range of net profit, four belong to the chip semiconductor industry and three belong to the new energy industry, and the strong market demand is the main reason for driving the performance growth.
Dongxin Co., Ltd. pointed out that “in 2021, the market recovered, the product structure continued to be optimized, the proportion of high value-added products increased, the scale effect gradually appeared, and the sales gross profit margin increased. With the continuous enrichment of the company’s product line, the sales scale of customers who completed the introduction period gradually expanded, and the sales scale of the company’s flash memory chips continued to increase”.
Shanghai Bright Power Semiconductor Co.Ltd(688368) said that in 2021, due to the strong downstream demand of the industry in which the company’s LED lighting driver chip is located and the tight supply of upstream raw materials, the company took advantage of its own advantages to better solve the capacity constraints, improve the product unit price and optimize the product structure while ensuring product delivery.
Hunan Changyuan Lico Co.Ltd(688779) also pointed out that the demand for new energy vehicles was strong, the sales volume increased significantly, the installed capacity of power batteries increased sharply, the demand of downstream customers for the company’s products increased rapidly, and the production and sales volume of the company’s products increased significantly year-on-year.
Niutech Environment Technology Corporation(688309) or the first * ST company in Chengke innovation board
Ten years after the pre increase range of the annual report of the science and Innovation Board
Niutech Environment Technology Corporation(688309) , Hangzhou Hopechart Iot Technology Co.Ltd(688288) , canqin technology, Dbappsecurity Co.Ltd(688023) , Kelun electronics and Tonglian precision are expected to decline in net profit in 2021. Among them, Niutech Environment Technology Corporation(688309) has the largest decline. It is estimated that the operating revenue will reach 83 million yuan to 85 million yuan in 2021, and the net profit attributable to the parent company is expected to be – 8.6 million yuan to – 10.3 million yuan, a year-on-year decrease of 118.71% to 122.4% .
According to the Listing Rules of science and Innovation Board of Shanghai Stock Exchange, the financial data of Niutech Environment Technology Corporation(688309) 2021 touched the financial delisting Portfolio Index of “operating revenue + net profit”. The company simultaneously issued the first prompt announcement that the company’s shares may be subject to delisting risk warning, or will be subject to “* ST”.
As for the reasons for the performance loss in advance, Niutech Environment Technology Corporation(688309) explained that the amount of newly signed orders in 2020 was small, which directly affected the revenue recognition amount in 2021; At the same time, in 2021, the implementation of individual projects was suspended or suspended due to government approval and other reasons, and affected by covid-19 epidemic and other factors, resulting in the implementation progress of company’s Nanjiang, British customers and other projects less than expected . In addition, due to epidemic control and other reasons, new orders signed overseas such as Denmark and the UK have also been delayed or failed to sign .
Among the remaining companies, Aojie technology, Baiji shenzhou-u and Yahong medicine are expected to reduce their losses in 2021, while Maiwei biology and Dizhe medicine are expected to increase their losses.
The largest loss of is Baiji Shenzhou . It is estimated that the annual operating revenue in 2021 will be 6.85 billion yuan to 8.02 billion yuan, and the net loss attributable to the parent company of will be 8.542 billion yuan to 11.012 billion yuan . The second is Maiwei biology. It is estimated that the net profit attributable to the parent company in 2021 will be: – 655 million yuan to -724 million yuan.
From the content of the announcement, most companies said that the increase in R & D investment was the main reason for the decline of corporate net profit and loss.
