&The first quarterly report of Shanghai stock market in 2021 will be released on April 9, and the first quarterly report of listed companies will start soon. According to wind data statistics, as of March 28, 154 A-shares have made an announcement on the performance of this year’s first quarter report. On the whole, more than 90% of the companies that are currently in the first quarter of this year’s earnings are expected to be happy. In terms of the year-on-year growth rate of net profit (the following net profit growth rates refer to the lower limit of net profit growth), six stocks, including black cat and Zhenyu technology, are expected to report a net profit growth rate of more than 10 times in the first quarter. In contrast, Qingyun technology and Jieshun technology are expected to report continued losses in the first quarter of this year.
150 shares performance forecast
On the whole, most of the companies that are currently reporting quarterly results are doing well.
According to wind statistics, 150 of 154 stocks are expected to report good results in the first quarter of this year. For the companies that report good performance in the first quarter of 2021, the types of performance notice are mainly divided into three types: advance increase, slight increase and turn loss.
Specifically, among the 150 stocks, 96 stocks are expected to increase in advance in the first quarter of 2021, accounting for about 64% of the total. 30 shares of Guanhao biology, China Resources Sanjiu, Enhua pharmaceutical, radio and television express and Lucent precision are expected to increase slightly in the first quarter of 2021. The remaining 24 stocks are expected to turn around losses in the first quarter of 2021, including black cat, Xinguang optoelectronics, Haohai Shengke, Western materials and other stocks.
According to the statistics of wind, among the 150 shares in the first quarter of this year’s earnings forecast, they are divided into nine major fields, including health care, information technology, daily consumption, energy, optional consumption, public utilities, industry, materials and telecommunications services, according to their wind industries.
Among the 150 shares, there are the largest number of enterprises in the field of industry and materials, including 41 enterprises in the field of industry and 40 enterprises in the field of materials. There are 31 Enterprises in the field of information technology, including zhidu shares, Baotong technology, Chaohua technology, etc.
In addition, among the 150 stocks that are expected to report good results in the first quarter of 2021, 14 stocks such as top nine biology, Lexin medical and Yiling pharmaceutical are enterprises in the field of health care.
Net profit of 6 shares increased by more than 10 times
According to the statistics of wind, among the 150 stocks with good performance in the first quarter of this year, 55 stocks are expected to achieve a net profit of more than 100 million yuan in the first quarter of this year. Among them, Lucent precision, focus media, ZTE, Zijin mining, Sinopec and other five stocks forecast that the net profit in the first quarter of this year will exceed 1 billion yuan, and Sinopec expects that the net profit in the first quarter of this year will exceed 10 billion yuan.
In terms of the year-on-year growth rate of net profit, 82 of the 150 stocks with expected performance in the first quarter of this year doubled the growth rate of net profit, including Jinlei, MuLinSen and Sanxin medical.
According to statistics, among the 82 stocks that are expected to double their net profit growth in the first quarter of this year, 35 stocks are expected to increase their net profit in the range of 100% (inclusive) – 200% (exclusive), while 18 stocks, such as yuntu holdings, Hejia medical, Aotai biology and rongbai technology, are expected to increase their net profit in the range of 200% (inclusive) – 300%. Ten stocks, including Tianci materials, top nine bio, Guoguang electric and focus media, are expected to increase their net profit by more than five times in the first quarter of this year, and six of them are expected to increase their net profit by more than ten times.
According to wind data, six stocks that are expected to increase net profit by more than 10 times in the first quarter of this year are black cat, Zhenyu technology, jinlitai, Igor, focus media and Yanggu Huatai. Specifically, the net profit of black cat is expected to be 230-280 million yuan in the first quarter of this year, with a year-on-year growth of 5898.24% to 71.5873 million yuan. The net profit growth of black cat is the first.
New shares of Zhenyu science and Technology Department
There is a lot of new earnings in this year’s quarterly report.
According to the statistics of wind, 30 of the 150 stocks that are expected to be good in the first quarter of this year are new stocks just listed in 2021. Among the 30 stocks mentioned above, 11 stocks such as Zhongwang software, Xili technology, Aotai biology and shenkeda were listed on the science and technology innovation board, and 9 stocks were listed on the gem.
Among the above 30 stocks, Zhenyu technology is the stock with the largest performance increase among the new stocks. It is understood that Zhenyu technology was listed on March 18 this year. The company is specialized in the research, development, design, production and sales of precision progressive stamping dies and downstream precision structural parts. According to the prospectus, Zhenyu technology is expected to achieve an operating revenue of about 450-500 million yuan from January to March this year, with a year-on-year growth of 223.75% – 259.72%; the expected net profit is about 35-45 million yuan, with a year-on-year growth of 5215.11% – 6733.71%, which is temporarily listed as the “pre increase king” of new shares.
We believe that the reasons for the increase in performance include the rapid growth of orders for precision structural parts business since June 2020. The main reason is that with the basic stability of COVID-19 in China, the start-up rate of power lithium battery manufacturers such as the core of motor core and Ningde era has gradually increased, and the purchasing power of companies has been increasing gradually.
The net profit growth of degut in the first quarter of this year is after that of Zhenyu technology. It is estimated that the net profit of degut in the first quarter of this year will be 07-10 million yuan, with a year-on-year growth of 466.18% – 623.11%.
According to statistics, in addition to Zhenyu technology and degute, the net profit attributable to Haitian, yongmaotai, Aotai biology and Xili technology is expected to increase by more than 100% in the first quarter of this year.
Qingyun technology and other 2 shares continued to lose
As the new shares listed this year, the performance of Qingyun technology’s first quarter report is worse than that of Zhenyu technology.
On March 16 this year, Qingyun technology was officially listed. According to Qingyun technology, the company is a platform level hybrid cloud ICT manufacturer and service provider with broad cloud computing service capabilities. With software definition as the core, it is committed to providing enterprise users with independent and controllable, neutral and reliable, excellent performance, flexible and open cloud computing products and services.
Qingyun technology is expected to achieve an operating revenue of 71 million to 77 million yuan from January to March 2021, and the operating revenue is expected to increase compared with the same period of last year; the net profit is expected to be 54 million to 56 million yuan.
Before listing, the performance of Qingyun technology has been at a loss in 2017-2019 and the first half of 2020. Qingyun technology also said frankly that the company will continue to invest in large-scale R & D in the next few years, and the unprofitable state after listing may continue to exist in the short term. For the company’s related problems, Beijing Business Daily reporter called Qingyun technology for an interview, but no one answered the phone.
In addition, Jieshun technology is also expected to continue to report losses in the first quarter of this year.
As for the layout of investors in the first quarter market, economist song Qinghui believes that for investors, fundamentals are an important reference index for buying stocks. Under the prevailing concept of value investment, poor performance stocks and problem stocks are gradually abandoned by investors.
Xu Xiaoheng, an investment and financing expert, added that investors should also take a dialectical view of blue chip stocks that are expected to grow rapidly. Investors can pay attention to the layout of some stock prices that exceed expectations and are not fully reflected. And in the expected and the stock price has been high, investors should avoid the relevant investment risk.
Beijing Business Daily reporter Liu Fengru
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