Chinanews client, Beijing, July 16th (Reporter Xie Yiguan) Halfway through 2021, the semi-annual report performance forecasts of A-share listed companies have also begun to enter a period of intensive disclosure.

Flush iFinD data shows that as of 10:00 on July 16, a total of 1682 listed companies have disclosed performance forecasts. Among them, companies with pre-happy performance account for nearly 70%, and Hotview Biotech has temporarily won the "pre-increasing performance king".

1173 performance is expected to be happy, 10 companies' net profit is expected to increase by more than 70 times

　　Judging from the performance forecast, there are currently 1173 companies with a good performance, accounting for 69.74%.

Among the four performances that are expected to show positive signs in the 2021 semi-annual report of listed companies, the number of companies that have "turned around", "slightly increased", "continued profit", and "pre-increased" are 236, 132, 12, and 793, respectively .

　　"From the perspective of the types of performance forecasts, the forecasting rate of the listed companies that have disclosed the interim report is slightly lower than the rate of the first quarter, but still higher than the level of the same period in previous years." China Merchants Securities pointed out.

　　In the "pre-xi family", most companies expect significant growth.

According to the analysis, there are currently 1024 companies that expect the largest increase in semi-annual net profits of more than 50%, of which 727 companies are expected to increase by more than 100%.

　　At present, Hotview Bio, Precision Information, Jiangsu Thorpe, Kuaiyi Elevator, Shenzhen Textile A, Shuanghuan Transmission, *ST Bus, Bohai Ferry, Zhezhong Stock, and Yuntianhua are temporarily among the top 10 listed companies with the highest expected performance increase. The increase rate is more than 70 times.

The screenshot is from iFinD.

　　A review found that favorable policies and market conditions, high industry prosperity, rising prices of major products, and improved production efficiency have become the main reasons for the pre-happy performance of many listed companies.

　　For example, Rejing Bio is expected to achieve a net profit of 1.38 billion yuan to 1.6 billion yuan in the first half of the year, a year-on-year increase of 70546.05% to 81808.47%.

The reason is that in the first half of the year, affected by the continuous development of the new crown epidemic in Europe and the world, the company's explosive growth in foreign trade orders has prompted a substantial increase in the company's operating performance in the first half of the year.

The performance of these industries is expected to be "rich mines"

　　"The performance of many industries in the 2021 interim report is still being released." China Merchants Securities said, among them, the performance improvement and booming track mainly include electric new, electronics, light industry, basic chemical industry, medicine and so on.

　　After combing, it is found that the basic chemical industry is a concentrated area of ​​performance growth "big players".

Jiangsu Thorpe, Yuntianhua, and Huachang Chemical all belong to this field.

　　Why is the profit performance of the basic chemical industry so bright?

Some institutions believe that in the context of the suppression of the global epidemic, the recovery of the macro economy, and the reduction of crude oil production in major oil-producing countries, international crude oil prices will continue to fluctuate and rise in 2021, driving the price of chemical products to rise significantly, and accelerating the recovery process of the basic chemical industry. .

Data map: In the production workshop of a paper company, the machine roars, and there is a busy scene.

Zhang Yunshe

　　Jiangsu Thorpe stated in its semi-annual performance forecast that in the first half of the year, affected by factors such as improved market supply and demand and the higher prosperity of the domestic chemical industry, the prices of the company's main products, acetic acid and derivatives, continued to rise, and the company's performance rose sharply.

　　As for the light industry and electronics industries frequently appearing "high performers", in the view of brokerage firms and other institutions, driven by the two-wheel drive of domestic equipment update demand and overseas markets, the construction machinery industry is facing an upswing period; as the domestic epidemic improves and the economy recovers, electronics The industry has gradually returned to a normal state, and downstream demand has recovered rapidly, leading to a recovery in the industry's prosperity.

The performance of pig farming companies encounters "Waterloo"

　　In addition, there are 443 listed companies with poor performance.

Among them, there were 109, 87, 38, and 209 companies with pre-decrease, first loss, slight reduction, and continued loss, respectively.

　　Zhenghong Technology, Zhizhen Technology, Yinbaoshanxin, Souyute, TusHoldings, ST Xinhai, Futong Information, ST Galaxy, Kelu Electronics, and Suning.com are temporarily the companies with the highest net profit decline among the performance forecast companies.

　　From the perspective of the reasons for the decline in net profit, the decline in product market prices, the increase in raw material costs, and the spread of overseas epidemics have become the main factors affecting the profitability of these companies.

　　For example, Zhenghong Technology pointed out in the performance forecast that the continuous fluctuation of feed material prices and the increased investment in biosafety prevention and control have increased the overall cost of pig breeding; at the same time, the sales price of pigs in the market has fallen sharply, and multiple factors have superimposed on the pig breeding business to lose money.

　　Since the beginning of this year, pork prices have fluctuated downwards, and pork prices have fallen for 9 consecutive months year-on-year.

This has also led to a sharp drop in the profits of the pig breeding industry, and many pig breeding companies have suffered losses for the first time.

Data map: Breeding pigs imported from overseas in Jilin Province.

Photo courtesy of Changchun Customs

　　New Hope and Zhengbang Technology are currently ranked second and fourth in the net profit loss list.

Among them, New Hope predicts that the net profit loss attributable to shareholders of listed companies in the first half of the year is 2.95 billion to 3.45 billion yuan; Zhengbang Technology expects that the net profit loss attributable to shareholders of listed companies in the first half of the year is 1.2 billion to 14.50 billion yuan.

　　The "A-share loss king" was temporarily won by TusHoldings.

TusHoldings expects that the net profit loss attributable to shareholders of listed companies in the first half of the year is 3.3 billion to 4 billion yuan, a year-on-year decrease of 1927.46% to 2315.10%.

　　TusHoldings explained, “The company decided to withdraw asset impairment for projects that were suspended or planned to withdraw during the reporting period; it would withdraw and transfer projects that were not covered by the company’s overall strategy with low asset operation efficiency, unsustainable operations, and the company’s overall strategy. The aforementioned asset impairment and losses amounted to approximately 3 billion-3.5 billion yuan."

Interim performance becomes the "compass" of stock market quotations

　　Performance has always been the main anchor of the A-share market, and the stock market has been called the barometer of the economy.

With the announcement of the semi-annual report performance forecasts of listed companies, the A-share market has also changed accordingly.

　　The stock prices of some "high-achieving students" began to rise sharply.

For example, Shede Wines issued an announcement on the evening of the 12th, stating that the net profit attributable to shareholders of listed companies in the first half of the year is expected to be 710 million to 750 million yuan, a year-on-year increase of 332.42% to 356.78%.

On the 13th, the share price of the wine industry opened the daily limit, and on the 15th, the limit was reached again.

The daily chart of the share price of the wine industry.

　　But it can be said that "success is also performance, failure is also performance".

On the 15th, the "noodle king" Keming Foods opened a lower limit. On the 16th, the stock price continued to plummet by more than 7% because of the "face change" in performance.

　　On the evening of July 14, Keming Foods announced its 2021 semi-annual performance forecast. The net profit attributable to shareholders of the listed company was 38 million yuan to 57 million yuan, a decrease of 74.39% to 82.93% over the same period of the previous year.

　　The semi-annual reports of listed companies are also the focus of attention by securities firms, funds and other institutions.

"Recently, the company's interim report performance has gradually landed, and some funds have been cashed out in advance." Li Lifeng, chief strategy analyst of West China Securities, pointed out that the current A-share interim report corporate profit is still on the upward trend.

(Finish)