The performance forecast of 2021 has entered an intensive disclosure period. According to wind data, as of January 23, 83 Sci-tech Innovation Board stocks have disclosed the performance forecast of 2021. Overall, the performance of these 83 Sci-tech Innovation Board stocks in 2021 is satisfactory. Among them, about 90% of the shares achieved net profit growth, Beijing Hotgen Biotech Co.Ltd(688068) (688068) achieved the largest net profit growth, with a maximum increase of nearly 20 times, Shanghai Bright Power Semiconductor Co.Ltd(688368) , Zhejiang Orient Gene Biotech Co.Ltd(688298) and nearly 40 shares doubled their net profit. In addition, Guizhou Zhenhua E-Chem Inc(688707) , torch core technology and other four “U” stocks are expected to have a positive net profit in 2021, or will achieve “U”. Contrary to the fate of individual stocks reporting good news, Niutech Environment Technology Corporation(688309) may be subject to delisting risk warning due to its explosive performance in 2021. If the audited indicators are the same as the performance forecast, Niutech Environment Technology Corporation(688309) will become the first * ST stock since the establishment of the science and innovation board.
the net profit of about 90% of stocks increased year-on-year
According to wind data, as of January 23, 83 stocks on the science and Innovation Board had disclosed the performance forecast for 2021, of which about 90% of the stocks achieved a year-on-year increase in net profit in 2021.
Specifically, among the 83 stocks, according to the lower limit of year-on-year growth of predicted net profit, 74 stocks achieved year-on-year growth in net profit in 2021, accounting for about 89.16%. Among them, the attributable net profit of Beijing Hotgen Biotech Co.Ltd(688068) and Dongxin shares is expected to increase by more than 1000% year-on-year in 2021, the net profit of 8 shares such as Shanghai Bright Power Semiconductor Co.Ltd(688368) , Amlogic (Shanghai) Co.Ltd(688099) , Hunan Changyuan Lico Co.Ltd(688779) , Guizhou Zhenhua E-Chem Inc(688707) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) is expected to increase by 200% – 1000% year-on-year, and the net profit of 26 shares such as China Resources Microelectronics Limited(688396) , Wuxi Etek Microelectronics Co.Ltd(688601) is expected to increase by 100% – 200% year-on-year.
Beijing Hotgen Biotech Co.Ltd(688068) is the “advance king” for the performance of these 83 shares. According to the financial data, Beijing Hotgen Biotech Co.Ltd(688068) 2021 is expected to achieve a net profit of about RMB 2 billion-2.35 billion, with a year-on-year increase of about 1684.65% – 1996.97%.
Beijing Hotgen Biotech Co.Ltd(688068) said that in the first half of 2021, the company’s New Coronavirus antigen detection kit was earlier certified by the German Federal medicines and Medical Devices Research Institute for home free testing, which resulted in the explosive growth of the company’s foreign trade orders in the first half of the year. In the second half of the year, the New Coronavirus antigen detection kit developed by the company has obtained self testing registration / filing of major European Union CE and other major economies, and the COVID-19 epidemic in the fourth quarter has remained high, leading to a substantial increase in the overseas COVID-19 test reagent income when the demand for COVID-19 antigen detection reagent increased significantly. As a result, the company’s performance in 2021 achieved large-scale growth compared with the same period last year.
According to the wind primary industry, among the top ten stocks with net profit growth, six stocks are Dongxin, Shanghai Bright Power Semiconductor Co.Ltd(688368) , Amlogic (Shanghai) Co.Ltd(688099) , Jiahe Meikang, Infovision Optoelectronics (Kunshan) Co.Ltd(688055) and torch core technology, which belong to the information technology industry. The Beijing Hotgen Biotech Co.Ltd(688068) with the largest net profit growth is the medical and health care industry, and two stocks and one share belong to materials and industry respectively.
According to wind data, Zhejiang Orient Gene Biotech Co.Ltd(688298) is the highest net profit expected in 2021 among the 83 shares. Zhejiang Orient Gene Biotech Co.Ltd(688298) it is expected to realize the attributable net profit of RMB 4.72 billion-5.12 billion during the reporting period, with a year-on-year increase of 181.45% – 205.31%.
Four shares such as Guizhou Zhenhua E-Chem Inc(688707) may pick “U”
As there was no profit at the time of listing, some stocks on the sci-tech innovation board were marked with a special “U”. According to the statistics of the reporter of Beijing business daily, among the 83 Sci-tech Innovation Board stocks that have disclosed the performance forecast in 2021, there are Guizhou Zhenhua E-Chem Inc(688707) , Tianyue advanced, xidiwei and Juxin technology, which realized profit in 2021 and kept the “U” expectation.
According to wind data, Guizhou Zhenhua E-Chem Inc(688707) , Tianyue advanced, xidiwei and Juxin technology will turn losses in 2021. It is expected that the attributable net profit and net profit after deduction are positive, which is in line with the situation of “the unprofitable company achieved profit for the first time when it was listed”. If the annual report data of the company in 2021 is the same as the performance forecast, the company will remove the special mark “U”.
According to the financial data, Guizhou Zhenhua E-Chem Inc(688707) , Tianyue advanced, xidiwei and Juxin technology are expected to realize the attributable net profits of about 380-430 million yuan, 65-105 million yuan, 21.64-36.52 million yuan and 80-85 million yuan respectively in 2021; The expected net profit after deduction of non-profit is 370-420 million yuan, 12-25 million yuan, 11.12-26 million yuan and 57-62 million yuan respectively.
In addition to the above four shares, there are also three standard “U” shares of Baiji Shenzhou, Aojie technology and Yahong medicine. Although it has not achieved profit in 2021, it has reduced its loss compared with 2020.
Xu Xiaoheng, an investment and financing expert, said that the science and innovation board is more inclusive to unprofitable enterprises, and the enterprises marked “U” gradually began to make profits, reflecting that although the company had not made profits before, it also has good development potential.
Niutech Environment Technology Corporation(688309) or the first * ST stock of Chengke innovation board
There are joys and sorrows. Among these 83 stocks, the attributable net profit of some stocks will decline year-on-year in 2021, of which Niutech Environment Technology Corporation(688309) will be the worst. In 2021, the net profit will lose and the operating revenue will be less than 100 million yuan, or it will become the first “star wearing cap” stock on the science and innovation board.
According to the performance forecast of Niutech Environment Technology Corporation(688309) 2021, Niutech Environment Technology Corporation(688309) is expected to achieve an annual operating revenue of about 83-85 million yuan in 2021, the corresponding attributable net profit is about – 8.6 million yuan to – 10.3 million yuan, and the corresponding net profit after deduction is about – 20.5 million yuan to – 22.5 million yuan.
Niutech Environment Technology Corporation(688309) indicates that if the audited net profit before or after deducting non recurring profits and losses is negative and the operating income (deducting business income irrelevant to the main business and income without commercial substance) is less than 100 million yuan, according to paragraph 1 of article 12.4.2 of the Listing Rules of science and Innovation Board of Shanghai Stock Exchange, The company will be warned of delisting risk after the disclosure of the 2021 annual report.
As for the reason of performance loss in advance, Niutech Environment Technology Corporation(688309) explained that the amount of new orders signed in 2020 was small, which directly affected the amount of revenue recognition in 2021; 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, the implementation progress of some orders in hand of the company was less than expected. In addition, credit impairment loss and contract asset impairment loss also have an impact on the company’s net profit.
However, Niutech Environment Technology Corporation(688309) still has confidence in the future development of the company, Niutech Environment Technology Corporation(688309) said that the performance loss in the current period is the periodic performance fluctuation experienced by the company in the development stage, and there is no significant adverse change in the company’s core competitiveness and sustainable operation ability.
Wang Chikun, an independent economist, said that as China’s delisting system becomes more and more strict and relevant intermediary service institutions strengthen audit and verification, the number of individual stocks by * ST may be more and more in the future. For company related issues, the reporter of Beijing Business Daily called the Niutech Environment Technology Corporation(688309) Secretary Office for an interview, but no one answered the phone.
