Original title: The predicted net profit of 19 shares increased by 10 times. These industries have a high pre-happy rate. How to layout the semi-annual report?
[19stockspredictedthatnetprofitincreasedbymorethan10timesTheseindustrieshaveahighpre-happyrateSemi-annualreportmarketlayout(list)]In the secondary market, the performance forecast of Yuanxing Energy, Shuanghuan Transmission, Duo Fluoride, Landai Technology, etc. Both are active. The agency believes that the current market has entered the investment window for interim performance. (China Business News)
With many listed companiesPerformanceThe notice is released, and the semi-annual report of the A-share market will be launched.
The data shows that the number of companies that have disclosed their performance forecasts for the first half of 2021 in the Shanghai and Shenzhen stock markets is close to 500. Among the nearly 200 companies that are expected to increase, 19 companies have achieved a year-on-year growth rate of more than 1,000%.
In the secondary market, the performance forecast growthYuanxing Energy、Double ring transmission、Polyfluoride、Landai TechnologyEtc. are all active. The agency believes that the current market has entered the investment window for interim performance.
19 sharesNet profitAn increase of over 1000%
According to data, as of June 8, a total of 478 listed companies in Shanghai and Shenzhen have announced their first half of 2021 performance, and more than half of the listed companies are expected to have good performance (281). According to the largest change in the predicted net profit, 19 companies are expected to increase their net profits by more than 1,000%, and 125 companies are expected to increase by more than 100%.
Double ring transmissionWith a year-on-year increase of 10967% in net profit, it ranked first.Double ring transmissionSaid that the reason for the substantial increase in net profit is the increasing demand for gears for new energy vehicles, the company has ushered in new opportunities, and many projects have entered a stable batch supply state.
From the chain point of view, there are 17 companies that have seen continuous growth in the recent three quarters. among them,Skyline shares、Yuanxing Energy、PolyfluorideIn the second quarter, the company’s net profit increased the most from the previous quarter.
At the same time, some stocks that have increased their performance have been rushed to raise funds in advance by institutions. among them,GoertekNet purchases of 165 million yuan were obtained by institutions, the largest amount of net purchases.
These major sectors have the most pre-increased shares
In terms of sub-industries, the number of pre-increasing companies in the chemical, automotive, electronics, pharmaceutical, non-ferrous, and light manufacturing industries is relatively large. From the perspective of growth reasons, the substantial increase in the performance of related listed companies in the semi-annual report is related to the rise in product volume and price, and the improvement of the industry’s prosperity.
Specifically, listed companies whose interim report’s highest pre-increase rate exceeds 100% and whose net profit pre-increase cap exceeds 100 million yuan mainly focus on lithium batteries and electronics.For example, in the lithium battery industry chainGanfeng Lithium、 Grammy、PolyfluorideEtc. in the electronics sectorGoertek、 Ziguang Guowei、OxcomWait.
In addition, due to the price increase of bulk commodities and other reasons,Chemical IndustryThe profit level of listed companies has increased. Among them, more fluorine,Yuanxing Energy、*ST Huifeng、Jinpu TitaniumNet profit is expected to increase by more than 10 times year-on-year.
How to seize the current round of interim market quotations?
Huajin Securities believes that the performance of A-shares in the first half of 2021 is still worth looking forward to, and the interim report will gradually unfold. From a comprehensive comparison of industries, pro-cyclical, electronic, electrical equipment,food and drinkAnd other industries may be better.
Southwest SecuritiesSaid that looking forward to the market outlook, the A-share market will be dominated by structural market. At present, as the interim report performance forecast has been disclosed one after another, the interim report market has been deduced. In terms of investment strategy, it is necessary to focus on the layout of the interim report performance is expected to continue high growth or exceed expectations. For the interim report, there are three major directions worth focusing on:
The policy is guaranteed, and the market demand has landed, so that the performance can continue to grow. Mainly new energy vehicles, national defense and military industry, and technology sectors.
Some downstream demand has begun to start, but it is a sector that has turned the tide and the plight is reversed. Mainly there are related fields such as the Internet of Things and LED.
The cyclical boom continues, there are expectations of price increases, and there are industries where new production capacity will continue to land. Mainly focus on the chemical sector.
Interim Report Nuggets:
How to layout the semi-annual report market?Brokers are optimistic about performance-than-expected stocks
The net profit of over 100 shares doubled in the first half of the year. The semi-annual gold rush report has a bonanza (list)
The semi-annual report performance quotation is here! Some companies have a large pre-increased “one-character board” and these companies pre-increased by more than 1000%
(Source: China Business News)
(Editor in charge: DF010)
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