670 The Growth Rate Of The Company'S Forecast Medium-Term Performance Narrowed&Nbsp; Market Launch Of Blue Chip Stocks

The first half of 2010 is coming to an end, and the performance of A-share market is not satisfactory. However, with the disclosure of the second quarter report approaching, there are signs of market startup for blue chip stocks. According to statistics, as of October 10, 670 companies have disclosed their medium-term performance forecasts in Shenzhen and Shanghai Stock Exchanges, 517 of which are expected to increase or turn around their losses, 149 of which are expected to increase their medium-term performance by more than 100% year on year, and the growth trend of medium-term performance has been established.

Statistics show that 65.63% of the enterprises that announced the expected increase in medium-term performance are concentrated in several major industries, such as medicine and biology, electronics, petrochemical, information technology, metal and non-metal, and mechanical equipment. Among all the companies that have announced the expected increase in performance, the expected increase in shares in these industries is basically more than or close to 50%.

As the announcement time of medium-term results approaches, the market performance of several other major industries besides the pharmaceutical industry is also worth looking forward to. Analysts believe that with the deepening of real estate regulation and the increase of social inventory, the demand of some industries will decline, and the growth of real estate, steel and automobile industries may decline in the future.

At the same time, compared with the first quarter, the growth rate of medium-term performance has narrowed. In the first quarter of this year, 239 of 670 companies had more than doubled their first quarter performance year on year, accounting for 35.7%. If the growth rate exceeded 10 times year on year, there were 32 companies. Industry insiders believe that the performance base of listed companies in the first quarter of last year was relatively low, which led to a large growth in the first quarter. By the second quarter of last year, with the 4 trillion yuan investment taking effect, external demand has warmed up, and the performance base has been improved. On this premise, it is reasonable that the year-on-year growth rate of medium-term performance of this year has narrowed.

Statistics also show that more than 20% of 670 companies have suffered performance decline or loss. Among them, 101 companies continued to lose or lost for the first time, and 31 companies reduced their losses in advance. The continuous loss making company is basically ST company. In addition, many companies are uncertain about their expected medium-term performance. Among them, Huadian International's expected performance is uncertain due to the continuous high price of coal and electricity. However, Hongyuan Securities, Pacific Securities and other securities companies affected their medium-term performance due to the volatility of the securities market.

Industry insiders believe that since April, changes in the international and domestic situation, especially the regulation of real estate and the decline of international commodity prices, have increased the uncertainty of the future development of real estate, finance, steel, coal, nonferrous metals and other industries, making the fundamental judgment of these industries with rapid growth less optimistic than before.