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:
The performance of 116 shares has 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, 116 companies have achieved continuous growth in performance month on month in the past three quarters. Among them, the net profit of Ght Co.Ltd(300711) , Navinfo Co.Ltd(002405) , Beijing Century Real Technology Co.Ltd(300150) and other companies increased significantly 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 112 such companies. Among them, 63 companies with year-on-year performance growth of more than 100% include Sichuan Hebang Biotechnology Co.Ltd(603077) , Guangdong Tonze Electric Co.Ltd(002759) , Beijing Haohua Energy Resource Co.Ltd(601101) .
11 ST shares are expected to have a full year earnings forecast
Statistics show that as of January 25, a total of 27 ST shares have announced the annual performance forecast. The type of performance forecast shows that there are 11 pre profit companies, 10 pre loss companies and 6 loss reduction companies.
According to the statistics of the upper limit of predicted net profit, the highest annual net profit is Shenwu Energy Saving Co.Ltd(000820) , and the upper limit of net profit is expected to be 2.200 billion yuan, followed by Hubei Shuanghuan Science And Technology Stock Co.Ltd(000707) , Zhejiang Huge Leaf Co.Ltd(600226) , and the upper limit of annual net profit is expected to be 450 million yuan and 439 million yuan respectively.
77 companies’ performance express
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) , 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 rate, the operating revenue of 73 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) , the operating revenue increased by 110.77% and 108.03% respectively year-on-year.
998 companies predict the annual performance of 699 companies, with an increase of
Statistics show that as of January 25, 998 companies have announced the performance forecast of 2021. According to the type of performance forecast, 699 companies are expected to increase in advance and 75 companies are expected to make a profit, and the proportion of companies reporting good news in total is 77.56%; There are 99 and 78 companies with pre reduced performance and pre loss respectively. Among the performance prediction companies, according to the median increase of expected net profit, a total of 367 companies have a net profit increase of more than 100%; There are 241 companies whose net profit increases between 50% and 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.
83 Sci-tech Innovation Board companies are expected to increase their annual performance in 2021
Statistics show that as of January 25, 102 Sci-tech Innovation Board companies have released performance forecasts for 2021. The type of performance forecast shows that there are 83 pre increase companies and 4 pre profit companies; There are 6 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, 43 companies have a net profit increase of more than 100%; There were 33 companies whose net profit increased by 50% ~ 100%.
In terms of individual stocks, Beijing Hotgen Biotech Co.Ltd(688068) is expected to have the highest increase in net profit. The company expects the median increase in net profit in 2021 to be 1840.81%; The median year-on-year growth rates of Dongxin shares and Shanghai Bright Power Semiconductor Co.Ltd(688368) expected net profit were 1090.29% and 872.5% respectively. Summary of
industry performance:
92 electronic manufacturing companies forecast nearly 80% of last year’s performance
Statistics show that as of 21:00 on January 24, a total of 92 electronic manufacturing companies have disclosed performance forecasts for 2021, of which 71 companies reported good results, accounting for nearly 80%. Driven by the high-profile support of the industry and the demand of emerging markets such as downstream smart cars and smart wearable devices, the display panel, sensor and optical lens industry has full orders and released production capacity, and the performance of listed companies has increased significantly.
national defense industry weekly report: some enterprises release annual performance forecast, and the upstream and downstream differentiation landscape remains unchanged
The three-year action of state-owned enterprise reform is coming to an end. We pay attention to the asset securitization process of the group. 2022 is the last year of the three-year action of state-owned enterprise reform. We are optimistic about the sector investment opportunities brought by CETC Asset Securitization: 1) its research institutes are relatively rich in resources; 2) The proportion of classified assets is small; 3) The profitability and growth of listed company clusters are good; 4) The strategic goal of “100 billion market value”.
weekly report of light industry manufacturing industry: the performance forecast of 2021 is beautiful, and it is optimistic that the valuation of furniture sector will be further repaired
As of January 21, 2022, the price of carton board paper was 4904 yuan / ton, unchanged on a weekly basis; The price of corrugated paper was 3900 yuan / ton, unchanged on a weekly basis; The price of white cardboard was 5871 yuan / ton, unchanged on a weekly basis; The price of white board paper was 4905 yuan / ton, unchanged on a week-on-week basis, and the latest price of double copper paper was 5380 yuan / ton, unchanged on a week-on-week basis; The latest price of double offset paper is 5675 yuan / ton, with a weekly increase of 75 yuan / ton. In terms of inventory, as of last Thursday (January 20, 2022), the inventory of cultural paper and carton board enterprises had increased slightly on a weekly basis. The industry operated stably and waited for the improvement of demand.
auto industry weekly: Auto Supply Chain remodeling independent medium-term growth period
Great changes have taken place in automotive intelligent and electric vehicles, reshaping the industrial order and looking forward to the golden decade of the automotive industry. At present, the market is too pessimistic about terminal demand and has poor expectations. We judge that the core contradiction of Q1 is the supply side. The extension of delivery date and the mismatch between supply and demand of popular models are the core affecting the sales volume in the first quarter. From the recent price increases announced by new energy vehicle enterprises, the vehicle enterprises have improved their ability to pass on costs, and this year’s automobile market will be a beta resonance.
