Half Year Report Performance And Market Forecast: Nearly 60% Of Companies Are Expecting More Than 100 Organizations To Double Their Net Profit

With the half year performance forecast disclosure of listed companies entering the intensive period, the profit and loss situation of 452 listed companies has surfaced.

Wind data shows that, as of May 25, 258 of the 452 listed companies that have announced their performance forecasts for the first half of the year have achieved good results, accounting for 57%.

Among the companies with good performance, according to the median value of expected net profit growth, there are 104 companies with a net profit growth rate of more than 100%; From the industry point of view, the first half of the performance growth is expected to double, stocks are mainly concentrated in materials, consumption, manufacturing and other industries.

According to the statistics of the 21st century economic report, many institutions have arranged ahead of time. For example, the performance of China Daily News has increased by more than 10 times. In the first quarter, Jiashi new energy and new materials fund and huitianfu China Securities new energy automobile index fund have become the top ten circulation shareholders; Langzi shares, whose performance turned losses and increased by more than 30 times, Dacheng gem two-year fund has also become one of the top ten circulating shareholders.

Huachuang Securities believes that the market hot industries and themes switch quickly, and the structural market characteristics are obvious. In terms of current performance, the performance of banks, nonferrous metals, chemical industry, papermaking and other semi annual reports is expected to maintain an upward trend.

From the industry point of view, the performance growth of materials, consumption, manufacturing and other industries in the first half of the year was outstanding. Visual China

Net profit of 104 listed companies doubled

In terms of net profit, among the listed companies that have disclosed the performance forecast, 104 companies have increased by more than 100%.

The announcement shows that the net profit of double ring transmission in the semi annual report is expected to be 110 million yuan - 130 million yuan, with an expected growth rate of 9264.09% - 10966.66%. The company said that the performance growth in the first half of the year was mainly due to the recovery of the market economy and the recovery of the industry, and the increasing demand for new energy automobile gears, As a leading enterprise of high precision gear, double ring drive ushers in new opportunities. The company's technical innovation promotes production efficiency, and many projects enter stable batch supply state.

On the other hand, the company's performance growth has supported the stock price's rise, which has exceeded 40% in the past two months.

Landai technology and St baling, which belong to the same auto industry, are ranked second and third, with an estimated net profit growth of 4704% and 3509% respectively.

Landai technology, known as the "little giant of automobile transmission and touch display", predicted a net profit of about 75 million yuan-105 million yuan in the first half of the year, compared with 1.8734 million yuan in the same period of last year, with a year-on-year increase of 3903.42% - 5504.78%.

From the amount of net profit forecast, Lixun precision is temporarily listed as the "profit king" of a shares. In the first half of the year, the company expects to achieve a total net profit of 2.918 billion yuan to 3.299 billion yuan belonging to the shareholders of the listed company, with a year-on-year increase of 15% to 30%. The main reason for the performance growth is that the company continuously improves its ability to resist risks based on the diversified layout and development of different markets and product types.

Secondly, focus media expects that the net profit in the first half of the year has increased by about 2.83 billion yuan to 2.98 billion yuan, and the third is Zhongtai chemical, which has increased by about 1.63 billion yuan to 1.93 billion yuan.

The growth of the three industries is outstanding

From the industry point of view, the performance growth of materials, consumption, manufacturing and other industries in the first half of the year was outstanding.

In the material industry, the performance growth of duofluoroduo, * ST Huifeng, Jinpu titanium industry and Sino Thai Chemical Industry in the first half of the year exceeded 6 times.

For example, the company estimates that from January to June 2021, the net profit attributable to shareholders of listed companies will be 270 million yuan to 320 million yuan, an increase of 1618.54% to 1936.79% over the same period of last year.

In view of the reasons for the performance growth, duofluoroduo pointed out that the company's new material plate related products market demand is strong, the price continues to rise, the current state of full production and sales, the profit is obvious.

Huachuang Securities believes that since September 2020, lithium hexafluorophosphate has entered a new round of rising cycle driven by the supply rigidity and the continuous upward demand. The company's production and sales volume have reached a new high, and orders have increased steadily, maintaining the leading position in the industry. The company has formed an annual output of 10000 tons of crystal lithium hexafluorophosphate production capacity, customers cover all mainstream manufacturers, and export to South Korea, Japan and other countries, the production and sales volume ranks first in the world. The company plans to put into operation 5000 tons of new production capacity this year, and will gradually increase the production capacity according to the market demand in the future to ensure the leading position in the industry.

In the consumer industry, the performance of the listed companies seriously affected by the epidemic in the first half of last year, such as landsie, SEMAR clothing, Yunnan tourism, etc., showed a significant increase.

For example, the company expects to achieve a net profit of 80 million yuan to 100 million yuan from January to June 2021, compared with - 2.877 million yuan in the same period of last year. The company said that compared with the same period of last year, the impact of the epidemic was relatively small, and the business of fashion women's clothing and green baby children basically returned to normal; The adjustment of women's clothing product structure and channel layout was accelerated; The revenue of medical and American business continued to maintain a strong growth.

It is reported that as of September 30, 2020, Lanzi medical and beauty institutions have 18 medical beauty institutions, including 4 Milan Baiyu, 12 Jingfu Yimei and 2 gaoshengsheng. Compared with the end of 2019, there are 1 Milan Baiyu and 4 Jingfu Yimei.

Tianfeng securities research paper believes that beauty economy promotes the high prosperity of the medical and beauty market, and further improves the acceptance of medical beauty. It is estimated that it is expected to exceed 300 billion yuan in 2023.

In the manufacturing industry, double ring transmission, Landai technology, St baling, Guangdong Hongtu are expected to have bright mid year performance.

Research on Institutions

Companies with earnings in advance have also begun to conduct research.

On April 30, langzi received research from 34 institutions, including Zhejiang securities, GF asset management, Harvest Fund and Guohai Franklin.

It is worth noting that in the survey, the income growth and development of the three major brands of the company have attracted the attention of investors. In this regard, langzi said in receiving the survey that Jingfu medical beauty, as the chain light medical beauty brand of the company, will be positioned as "life oriented and community-based" of the company. In addition to carrying out medical beauty business, it will also cover high-end life beauty business, and the regional layout goal of Jingfu medical beauty will gradually realize "there must be crystal skin in half an hour". Recently, the establishment of Jingfu medical and aesthetic institutions mainly focuses on the areas where the company has already set up. For example, Chengdu, Xi'an and its surrounding cities, in order to promote the cooperation among institutions in high-end medical equipment, doctor resources and comprehensive management of the background.

CITIC pointed out that it was the end of May and suggested that it should pay attention to the market situation of the interim report, especially the sectors and individual stocks that are expected to exceed expectations.

"This year's listed companies should generally report a substantial increase in performance." Hu Yu, partner and research director of Shenzhen Chengnuo asset management company, said: "in particular, cyclical industries have benefited from further economic recovery, and the upstream resource industry has achieved significant growth." Industry insiders also said that the mid-term performance forecasts of listed companies have been disclosed in succession, and nearly 60% of the companies' performance is expected to be positive. For these stocks, under the attention of market funds, the overall performance has obviously outperformed the market.

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