Entering 2022, the annual report market will begin, and the annual report of listed companiesPerformanceThe notice began to be disclosed intensively.
Oriental wealthChoice dataIt is shown that as of 7 pm on January 5th, 146 companies among the Shanghai and Shenzhen A-share listed companies have disclosed their 2021 annual report performance forecasts. Among them, since January, 31 companies have disclosed their performance forecasts, exceptKingsoftExcept for the first loss, the remaining 30 companies are all performance pre-happy, which can be said to be competing to “show their muscles.”
according to”SecuritiesAccording to rough statistics from reporters of the Daily, among the 146 companies that have issued performance forecasts, 126 companies are over 80%. Including slight reduction, first loss, pre-decrement, continued loss, and increase in loss). Among them, chemical, pharmaceutical,Non-ferrous metalsThe performance of other industries generally reported good news.And those listed in 2020 and 2021New crotch, The new stocks are not to be outdone, get together and staged the “king of growth.”
Pharmaceutical, chemical and other industries are generally pre-happy
《SecuritiesAccording to the Daily reporterOriental wealthChoiceAccording to the data combing, we can see that according to the industry classification of the China Securities Regulatory Commission, there are 102 companies belonging to the manufacturing industry, of which 89 companies have achieved their expected performance in 2021, that is, listed companies in the manufacturing industry with expected performance accounted for all 126 performance expected. Hi 70.6% of the total number of companies.
From further analysis of the data, we can see that according to the first level of Shenwan’s industry, 19 of the 25 pharmaceutical and biological companies have a pre-happy performance, 19 of the 22 basic chemical companies have a pre-happy performance, and 11 of the 13 machinery and equipment companies. 11 of the 14 electronics companies have a pre-happy performance. In addition, almost all of the light industry manufacturing category (8 companies),Non-ferrous metalsCompanies in the industry (8 companies), automotive companies (6 companies) and other industries are all expected to have a pre-history for 2021.
A domesticSecuritiescompanyAnalystIn an interview with a reporter from the Securities Daily, said that in 2020 and 2021, under the interference of the epidemic, the domestic manufacturing industry will face the triple pressure of demand contraction, supply shock, and expected weakening. However, at the same time, the transformation and upgrading of the manufacturing industry is also continuing. Advance, which not only promotes the acceleration of manufacturing industry upgrades and achieves performance growth, but also drives domestic manufacturing investment to continue the boom in 2016-2019. “Looking forward to 2022, domestic industrial upgrading is superimposed on the trend of green transformation and green transformation. It is expected that domestic manufacturing and manufacturing investment will remain high in 2022.” The analyst said.
For the pharmaceutical and biological industries and basic chemical industries that are currently showing general performance expectations, Shen Meng, executive director of Chanson Capital, told a reporter from the “Securities Daily” that the demand for the pharmaceutical industry in 2021 will continue to expand, thus supporting the earnings situation. For the chemical industry, the profit achieved in 2021 is mainly due to the increase in commodity prices and the frequent price increases in the industry, which transfers the cost pressure to the downstream and ensures the industry’s own profit margins.
Regarding the situation facing the chemical industry in 2022, Shen Meng believes that the rising trend of raw material prices due to inflation factors in the short term will remain unchanged, and it is expected that the industry will maintain a relatively strong situation in 2022.
The industry is also very optimistic about the development of the pharmaceutical industry in 2022 and in the future. In particular, under the policy support of the “14th Five-Year Plan” and the development plans of the pharmaceutical and biological industry that have been issued successively in various regions, in the face of the reality of accelerated population aging, the industry generally believes that the medical and health market will have substantial room for growth.
The performance of new stocks and new stocks has increased dazzlingly
The reporter combed and found that among the 146 companies that have announced their 2021 performance forecasts so far, there are 90 new stocks and sub-new stocks that have successfully landed on the capital market in 2020 and 2021, accounting for most of the “country”, and 90 companies There are 74 companies in the company that pre-announce their 2021 performance.
in,Naipu Mining Machine、Earth bear、Puyao、Power diamond、Nano Technology、Hualan、Longhua New Materials、Wanxiang Technology、Hengguang shares, Actions Technology,Jiahe Meikang、Dia shares、Dongxin shares、Hemai shares、Torchlight TechnologyAnd other companies are expected in 2021Net profitThe highest year-on-year increase was over 100%.
Listed on December 10, 2021Dongxin sharesThe net profit has increased the most. The company expects to achieve a net profit of approximately 225 million to 240 million yuan in 2021. Based on the median value, the year-on-year growth rate is 1090.29%.
Since the opening of the January annual report market, “old stocks” have also entered the intensive disclosure period of annual report performance forecasts, intensively opening the “muscle show” mode.
especiallyYuanxing Energy, The company expects to belong to a listed company in 2021shareholderNet profit of 4.85 billion yuan to 5.05 billion yuan, a year-on-year increase of 7022.3% to 7316%. During the reporting period, the company’s production equipment for soda ash and urea segments operated efficiently, and the average sales price of leading products rose sharply from the previous year; the coal segment’s contribution to the company’s profits also increased significantly compared to 2020. At the same time, the company transferred and cancelled some subsidiaries and subsidiaries. The termination of the construction of the ethylene glycol project resulted in non-recurring gains and losses of approximately 2.1 billion yuan, which caused the company’s 2021 operating performance to rise in the same direction.
What needs to be reminded is that some market participants said that although “performance exceeds expectations” is the core of the layout of the annual report market, it is necessary to consider whether the high performance growth is sustainable, and the matching degree of valuation and performance growth, and you cannot blindly pursue performance. High-growth stocks.
Especially for new stocks and sub-new stocks, Shen Meng said that after newly listed companies receive financing, they will continue to expand their production capacity and strengthen their performance base. At the same time, the high growth dividends before listing are also expected to extend to after listing, but if the growth rate thereafter Slowing down may affect subsequent performance.
(Source: Securities Daily)
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