So far, a total of 808 companies are expected to increase their profits in 2021, of which 341 are expected to increase by more than 100%.
European stock markets fell across the board
Yesterday, European stock markets fell across the board. The Russian MOEX index fell 5.93%. At the same time, the Russian RTS index once fell about 10%, the French CAC40 fell 3.97%, the German DAX index fell 3.8%, and the main stock indexes of Sweden, Belgium, the UK and other countries all fell more than 2%.
The stock market turmoil last night was mainly related to geopolitical factors. According to China Central Television News, Russian satellite news agency said that Russian Kremlin spokesman Dmitry Peskov said on the 24th that the large-scale assembly of Ukrainian troops on the contact line in Donbas showed that Ukraine was ready to launch an attack. Peskov said: “the Ukrainian government is concentrating a large number of troops and equipment on the border with the people’s Republic of Donetsk, which declares its independence. In fact, the essence of this build-up is to prepare for offensive operations.”
Affected by the intensification of tensions, European stock markets fell sharply across the board, and the Russian Ruble continued to decline against the US dollar and other major foreign exchange rates after opening. The exchange rate of the ruble against the US dollar once fell below 79:1, with a one-day decline of more than 2%. The Russian Central Bank announced that it would suspend the purchase of foreign exchange in the implementation budget of the Chinese market from 15:00 Moscow time on January 24. The Russian Ruble began to rise slightly after the Russian Central Bank announced the suspension of the decision to purchase foreign exchange within the budget of the Chinese market.
The US stock index plunged once in the session, with the Dow falling by more than 3%, the NASDAQ falling by nearly 5% and the S & P 500 falling by about 4%. After the rapid diving, the US stock index rose again, turned red at the close, and walked out of the “deep V” trend.
Cosco Shipping Holdings Co.Ltd(601919) net profit increased by about 800%
Yesterday, Cosco Shipping Holdings Co.Ltd(601919) released a performance forecast. The company expects to realize a net profit attributable to the parent company of 89.28 billion yuan, an increase of about 79.35 billion yuan compared with the same period last year, a year-on-year increase of about 79.3%. Among the listed companies with a profit of 10 billion yuan, Cosco Shipping Holdings Co.Ltd(601919) profit growth is very amazing.
For the main reasons for the performance growth, the company said that the average value of China’s export container freight rate composite index (CCFI) in 2021 was 2615.54 points, a year-on-year increase of 165.69%. The company overcomes the superimposed influence of multiple factors such as global epidemic, actively integrates into China’s international double cycle construction, gives full play to the supporting role of container logistics supply chain, always adheres to the service concept of “customer-centered”, and fully ensures global transportation services through measures such as stable transportation capacity, guaranteed container supply and excellent service.
In addition, the company mentioned in the performance pre increase report that by the end of 2021, the undistributed profit on the balance sheet of the parent company is expected to be about 27.78 billion yuan, which has laid a foundation for the smooth implementation of cash dividends in 2021. According to the statistics of data treasure, Cosco Shipping Holdings Co.Ltd(601919) paid dividends three times in five years at the initial stage of listing, and the proportion of the dividend amount in the net profit attributable to the parent company in the current year is not less than 9% . Since then, the company has suffered annual losses, and the undistributed profit at the end of the period is negative without dividend. This year may become the first dividend of Cosco Shipping Holdings Co.Ltd(601919) in recent ten years.
Before the announcement of the performance forecast, Cosco Shipping Holdings Co.Ltd(601919) January’s share price has retreated for several consecutive days. The latest price retreated by 11.08% compared with the beginning of the year, which has lost more than 30% of the market value compared with the highest point in 2021. At present, the latest rolling P / E ratio is 3.61 times, which is in the undervalued range.
high collective performance growth of semiconductor sector
According to the statistics of securities times · databao, up to now, 1010 listed companies have issued the performance forecast for 2021. From the lower limit of the year-on-year increase of the forecast net profit, a total of 808 companies are expected to increase their profits in 2021, of which 341 are expected to increase by more than 100%.
According to the statistics of listed companies with an estimated net profit of more than 100 million yuan and a year-on-year increase of more than 100%, it is found that a total of 272 companies are in line with high profitability and high growth. The number of Companies in basic chemical industry is the largest, with a total of 67, electronics and power equipment followed by 40 and 30 respectively.
More specifically, there are 26 qualified listed companies in the semiconductor sector, with Hangzhou Silan Microelectronics Co.Ltd(600460) , Dongxin shares and Ingenic Semiconductor Co.Ltd(300223) increasing by more than 1000% year-on-year. There are also more listed companies in the chemical raw materials sector, with a total of 25, including Sichuan Hebang Biotechnology Co.Ltd(603077) , Inner Mongoliayuan Xing Energy Company Limited(000683) , Jiangsu Sopo Chemical Co.Ltd(600746) .
According to the performance forecast of Hangzhou Silan Microelectronics Co.Ltd(600460) , the company is expected to realize a net profit attributable to the parent company of RMB 1.518-1.531 billion in 2021, with a year-on-year increase of 2145% to 2165%. The company said that in 2021, the company’s holding subsidiary Shilan Jixin 8-inch line basically maintained full production, and continuously optimized the product structure to achieve full year profit; The company’s holding subsidiary Shilan Mingxin LED chip production line achieved full production, high yield and annual profit.
In the past two years, under the influence of the epidemic, the semiconductor industry chain has been seriously unbalanced between supply and demand, prices have continued to rise, and the performance of many listed companies has increased significantly due to price increases. The localization of semiconductors continues to accelerate, the second phase of large funds is also accelerating the layout, and policy support is strengthened. On January 19, Shanghai municipal government issued relevant policies, and qualified major integrated circuit and software projects can receive up to 100 million yuan of special fund support.
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