With the beginning of 2022, A-share listed companies can’t wait to release 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:
33 performance stock increases were scrambled by institutions
Statistics show that among the 437 stocks with significant growth (an increase of 50% or more) in 2021, 33 were net purchased by institutions from November 25, 2021 to January 24, 2022. Among them, the annual net profit of Yongxing Special Materials Technology Co.Ltd(002756) increased by 248%, and the net purchase amount of institutions was 250 million yuan, with the largest net purchase amount; There are also Ningbo Yong Xin Optics Co.Ltd(603297) , Yunnan Tin Co.Ltd(000960) , Col Digital Publishing Group Co.Ltd(300364) , Shanghai International Port (Group) Co.Ltd(600018) , Zhejiang Jolly Pharmaceutical Co.Ltd(300181) and other stocks bought by institutions.
72 shares announced 12 shares of 2021 performance express, with a net profit of more than 10 billion yuan
Statistics show that as of January 24, a total of 72 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 rate, the operating revenue of 69 companies increased year-on-year, and the highest growth rate was 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 Hangzhou Juheshun New Material Co.Ltd(605166) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) . In terms of profits, among the companies that announced the performance express, 12 achieved profits last year, with a net profit of more than 10 billion yuan.
institutions, shareholders and executives scrambled to buy these performance surge shares
From November 25, 2021 to January 24, 2022, among the dragon and tiger list, 526 individual stocks appeared in the figure of institutions, of which 271 stocks showed the status of net buying by institutions and 255 stocks were sold by institutions. There were 43 stocks with a net purchase of more than 100 million yuan by institutions, and the top three were Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , Ningbo Orient Wires & Cables Co.Ltd(603606) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) respectively. The net inflow of institutional funds was 365 million yuan, 332 million yuan and 315 million yuan respectively.
17 ST shares forecast annual performance, 6 shares net profit forecast
Statistics show that as of January 24, a total of 17 ST shares have announced the annual performance forecast. The type of performance forecast shows that there are 6 pre profit companies, 7 pre loss companies and 4 loss reduction companies. According to the statistics of the upper limit of predicted 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.
67 Sci-tech Innovation Board companies are expected to increase their annual performance in 2021
Statistics show that as of January 24, 84 Sci-tech Innovation Board companies have released performance forecasts for 2021. The type of performance forecast shows that there are 67 pre increase companies and 4 pre profit companies; There are 5 companies whose performance is expected to decline and 5 companies whose performance is expected to suffer losses. Among the performance prediction companies, according to the median increase of expected net profit, 37 companies have a net profit increase of more than 100%; There are 25 companies whose net profit increases between 50% and 100%. Summary of
industry performance:
16 military industry annual report performance forecasts are intensively released, and the high outlook of the industry will continue to strengthen
The reporter’s statistics of 16 military listed companies that have announced the performance forecast show that the high view of the military sector has been transmitted from the upstream of the industry to the middle and downstream enterprises, and in terms of track segmentation, the aerospace sector will usher in the accelerated release of performance in the next two years. Statistics show that among the performance forecasts of military listed companies such as Avic Heavy Machinery Co.Ltd(600765) (600765. SH), Unigroup Guoxin Microelectronics Co.Ltd(002049) (002049. SZ), Weihai Guangwei Composites Co.Ltd(300699) (300699. SZ), Beijing Bdstar Navigation Co.Ltd(002151) (002151. SZ), Chengdu Ald Aviation Manufacturing Corporation(300696) (300696. SZ), 14 are expected to achieve performance growth in 2021, 8 are expected to achieve growth of more than 50%, and 6 are expected to achieve growth of 100%.
detailed review of 2021 transcripts of 25 securities companies: Citic Securities Company Limited(600030) the business performance of four securities companies
On January 5, the leading securities firm Citic Securities Company Limited(600030) took the lead in publishing the performance pre increase announcement, and took the lead in disclosing the 2021 performance express on January 12. According to the express, the operating revenue of Citic Securities Company Limited(600030) in 2021 was 76.57 billion yuan, a year-on-year increase of 40.8%; The net profit attributable to the parent company was 22.979 billion yuan, a year-on-year increase of 54.2%.
Subsequently, a number of securities companies also issued pre increase annual reports. In terms of growth rate, Central China Securities Co.Ltd(601375) performed well. The performance soared by more than 360% in 2021, Guosheng Financial Holding Inc(002670) stopped the conversion from loss to profit, and realized a net profit attributable to shareholders of listed companies ranging from 65 million yuan to 97.5 million yuan, with a loss of 366 million yuan in the same period of last year. However, different from the “pre Hi” peers, the performance of Anxin securities, Donghai securities, Minmetals securities and Zhongshan securities declined.
20 auto parts companies released performance forecasts for 2021, and 8 expected net profit attributable to parent companies to exceed 100 million yuan
According to the statistics, as of January 23, 2022, a total of 20 A-share listed companies of auto parts have released the performance forecast of the annual report of 2021, of which 12 companies have increased their net profit in advance, accounting for 60%; Five companies continued to make profits, increased slightly and reversed losses; There are three companies with pre reduction, slight reduction, first loss and continued loss of annual performance. The net profit attributable to the parent company of 8 auto parts enterprises exceeded 100 million yuan, accounting for 40%.
pharmaceutical and biological industry weekly: consumer medicine and covid-19 pharmaceutical industry chain are still the main theme of configuration
Judging from the recent market sentiment, the pessimistic expectation is that medicine will become a “public utility”. We believe that this is a negotiation on medical insurance and the price of self funded drugs in the hospital, which amplifies the pessimism. Whether the long-term pressure policy can continue to increase, we maintain an optimistic attitude towards medicine. Throughout the year, the tightening of monetary policy in the United States and Europe and the uncertainty of covid-19 epidemic in China are two key factors affecting investment. The United States and Europe are open to repair the industrial chain damaged in the covid-19 epidemic in the United States and Europe, including non covid-19 intermediates, APIs, equipment and diagnosis. China’s uncertainty comes from the recovery of the pace of epidemic control and consumption capacity. In the bear market, the deterministic growth of consumption is defensive, but the continued downturn of consumption will affect the growth of consumption. The consumption downturn is short-lived. The starting point of the policy, including tax cuts, has a lot of room to benefit the people’s livelihood.
