Before and after the Spring Festival over the years, the annual report performance forecast and express disclosure gradually increased, and the annual report performance became one of the market highlights at that time. Companies with great performance were closely watched by institutions and funds.
Before the Spring Festival of the Year of the Rabbit, the share prices of many companies rose sharply after the publication of the annual report, and the most eye-catching performance was Electronic City. 654381On the evening of October 6, Electronic City disclosed the performance forecast. During the reporting period, the company delivered the Science Park project as planned. It is estimated that the net profit in 2022 will be 470 million yuan to 680 million yuan, an increase of 13.89 times to 20.54 times. After the announcement of the notice, the stock went up for four consecutive days, and its share price once hit a new high in two years.
In addition to the electronic city, shares of Abison, Tony Electronics, Tongda, anke biotechnology and Emma Technology rose sharply after the performance forecast.
The performance of more than 200 companies is expected to double.
According to the statistics of Securities Times and Datanewspaper, up to now, more than 1000 listed companies have disclosed performance forecasts and express reports. According to the lower limit of forecast net profit, the net profit of * * * 223 companies is expected to double.
From the perspective of industry, there are the most companies from the power equipment industry, and 30 companies are shortlisted. The prosperity of the power equipment industry remains high, mainly because the sales volume of the new energy automobile industry exceeds expectations, which drives the high growth of the shipments of industrial chain enterprises; The overall demand of photovoltaic industry is strong, and the industrial profitability is stable; Investment in power supply projects and power grid projects has achieved rapid growth, driving power equipment-related enterprises to achieve performance growth. The number of short-listed enterprises in basic chemical industry, pharmaceutical biology, electronics, mechanical equipment, automobile, nonferrous metals and other industries all exceeds 10.
Affected by many factors such as industry prosperity, main business transformation and asset transfer, the growth rate of net profit of many listed companies is gratifying. Shanghai Zhong Yi University has the highest pre-increase in net profit. The company expects the net profit in 2022 to be 65.438+0.5 billion yuan to 65.438+0.6 billion yuan, turning losses into profits year-on-year, with an increase of more than 38 times. During the reporting period, after the company's core product paclitaxel polymer micelle for injection was approved for listing at the end of 20021,the company officially started the commercial production and sales of paclitaxel micelle.
Rongjie ranked second in net profit growth. The company expects the net profit in 2022 to be 2.2 billion yuan to 2.6 billion yuan, up by 365,438+0.22 times to 37.07 times. During the reporting period, the prosperity of the new energy industry continued to improve, the price of upstream materials of lithium batteries continued to rise sharply, the demand for lithium battery materials and lithium battery equipment continued to increase, and the operating income and profits of the company's lithium concentrate, lithium salt and lithium battery equipment all increased substantially.
The top net profit growth rates are Jiaying Pharmaceutical, Auspicious Shares, Aixu Shares and Jiu 'an Medical Electronic City.
Low valuation and high growth list released
Judging from the performance of the secondary market, the above-mentioned net profit is expected to double, with an average increase of 9.52% since June 65438+ 10, significantly outperforming the Shanghai Composite Index in the same period. Tongda shares, ST CIMC, Shangtai Technology, Yijing Optoelectronics and Shanwaishan were among the top gainers. The cumulative increase of Tongda shares is 7 1. 1 1%. The company has many themes such as military industry, photovoltaic, UHV and smart grid. It is estimated that the net profit in 2022 will be 90 million yuan to 65.438+0.2 billion yuan, up 2.69 times to 3.92 times year-on-year.
Judging from the valuation level, up to now, the rolling P/E ratio of ***46 companies is less than 20 times. Jiu 'an Medical 1.46 times the rolling P/E ratio is in the lowest position. Other companies with lower rolling P/E ratios include Hong Guang Holdings, Shenhuo, Ba Li, Lu 'an Huaneng and TBEA.
According to the average transaction price of the interval, among the 46 companies, 6 companies have increased their capital holdings by more than 1 billion yuan since June 5438+ 10, namely Shenhuo, Tianqi Lithium, Juhua, Shengxin Lithium, Funeng and Tianhua Chaojing. In the same period, only Tianci Materials, Tianqi Lithium Industry and Dang Sheng Science and Technology increased their financing funds by more than 1 100 million yuan. Tianqi Lithium Industry is the only stock in the North that has increased its capital and raised more than 100 million yuan.
Tianqi Lithium Industry is the leading lithium mine in China. In 2022, it benefited from many favorable factors such as the improvement of global new energy vehicle prosperity, the accelerated capacity expansion of lithium-ion battery manufacturers, and the increase of downstream cathode material orders. Compared with 202 1, the sales volume and average selling price of the company's main lithium products increased significantly. The company predicts a net profit of 23 1 100 million yuan to 25.6 billion yuan in 2022, with a year-on-year increase of10/times to1.31times.
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