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:
2 companies revised their performance downward
The performance forecast disclosure season is also a season of frequent black swans. If the performance of some companies is lower than expected, they will revise the performance downward.
Statistics show that compared with the median increase of net profit in the performance forecast, a total of two companies revised their performance downward. Among them, one Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) has changed the type of performance forecast before and after the correction, and Shenzhen Kaizhong Precision Technology Co.Ltd(002823) has reduced the profit growth without changing the type of performance forecast.
81 company performance express
According to the performance disclosure rules, some listed companies in the disclosure season of the annual report will release the performance notice or performance express in advance, and the accuracy of the performance express is stronger than the performance notice. As of January 26, a total of 81 companies in Shanghai and Shenzhen had issued performance letters.
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 77 companies increased year-on-year, with the highest growth rate being 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.
792 shares in 2021 annual performance pre increase
Statistics show that as of January 26, 1200 listed companies have announced the performance forecast of 2021. The type of performance forecast shows that there are 792 companies with pre increase and 105 with pre profit; There are 130 and 116 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 441 companies have a net profit increase of more than 100%; There are 279 companies whose net profit increases between 50% and 100%.
institutions, shareholders and executives scrambled to buy these performance surge shares
From November 27, 2021 to January 26, 2022, 528 individual stocks appeared in the dragon and tiger list, of which 271 stocks showed the status of net buying by institutions and 257 stocks were sold by institutions. There were 47 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.
40 ST shares forecast annual performance 13 shares net profit forecast
40 ST shares announced the annual performance forecast, and there were 13 companies with net profit forecast. Statistics show that as of January 26, a total of 40 ST shares have announced the annual performance forecast. The type of performance forecast shows that there are 13 pre profit companies, 17 pre loss companies and 9 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.
high growth stocks with annual performance saw 441 shares in advance, and the increase of net profit doubled
Statistics show that as of January 26, 1200 companies have announced the performance forecast of 2021. The type of performance forecast shows that there are 792 companies with pre increase and 105 companies with pre profit, and the proportion of companies reporting good news in total is 74.75%; There are 130 and 116 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 441 companies have a net profit increase of more than 100%; There are 279 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. Summary of
industry performance:
bank performance express anticipates improvement in the quality of net profit growth
A-share listed banks ushered in the intensive disclosure period of 2021 performance express. As of January 24, 16 A-share listed banks have disclosed their 2021 performance express. From the disclosed data, the bank’s asset scale and profit growth have increased significantly in 2021, and nearly 70% of the bank’s net profit attributable to the parent has increased by more than 20%. At the same time, the asset quality of listed banks has also improved significantly, the non-performing loan ratio has generally decreased, and the provision coverage has increased significantly.
securities companies ushered in a bumper harvest year: three companies reached 10 billion yuan and four doubled their performance
As expected by the market, 2021 will be a bumper year for securities companies. As of January 25, at least 26 securities companies have predicted the performance of 2021, of which only 5 have a year-on-year decrease in net profit, that is, the performance of more than 80% of securities companies has increased year-on-year, and even the net profit of 4 securities companies has doubled. However, one brokerage also suffered a loss. According to the statistics of the reporter of the securities times, at least three leading securities companies have predicted that the net profit has exceeded 10 billion yuan, and the year-on-year growth rate is considerable. Among them, Citic Securities Company Limited(600030) ranked first with 23 billion yuan, with an increase of 54.2%; The net profit of Guotai Junan Securities Co.Ltd(601211) securities was 15 billion yuan, an increase of 34.98%; China Merchants Securities Co.Ltd(600999) net profit increased by 22.35% to 11.613 billion yuan.
94 lithium battery concept stocks expected performance in 2021. Upstream enterprises in the industrial chain are busy “grabbing mines” and downstream enterprises are busy expanding production
As one of the hottest tracks in 2021, the performance of lithium battery concept stocks is particularly beautiful. According to the reporter’s preliminary statistics, as of the closing on January 25, a total of 100 lithium battery concept listed companies have issued performance forecasts for 2021, with 94 performance forecasts. On January 25, Ganfeng lithium, a lithium battery giant, released a performance forecast, saying that the annual net profit is expected to be 4.8 billion yuan to 5.5 billion yuan, a year-on-year increase of 368.45% to 436.76%, and the annual net profit after deduction of non-profit is expected to be 2.9 billion yuan to 3.6 billion yuan, a year-on-year increase of 621% to 795.04%.
the bottom grinding of pig price puts pressure on the performance of listed pig enterprises. It may be difficult to have an inflection point of the industry cycle in the second quarter
The current pig cycle has lasted 44 months since it was opened in May 2018. The huge price difference between the top and bottom of the cycle has led to poor performance of A-share listed pig enterprises. From the 2021 performance forecast disclosed by some pig enterprises, the current loss of the whole industry is almost a foregone conclusion. On January 25, Tech-Bank Food Co.Ltd(002124) (002124. SZ) predicted the first loss of net profit in 2021, with an estimated loss of 3.5-4 billion yuan. Previously, the 100 billion pig enterprise Wens Foodstuff Group Co.Ltd(300498) (300498. SZ) estimated that the performance loss in 2021 would be as high as 13-13.8 billion yuan; “Zhumao” Muyuan Foods Co.Ltd(002714) (002714. SZ) also suffered continuous losses in the third and fourth quarters.
