Nearly 600 companies performed pre-loss overnight, and these ten companies lost more than 10 billion

　　Sino-Singapore Jingwei, January 31 (Wu Xiaowei) A-share listed companies intensively disclosed the 2022 annual performance forecast at the end of the month, which can be called a "comparative conference".

　　"V View Financial Report" (WeChat ID: VG-View) combed and found that a total of 1,146 performance forecasts were disclosed on January 31, of which there were as many as 580 listed companies with pre-loss.

The first loss was 291, and the continued loss was 289.

　　Among the pre-loss TOP20, airlines dominate the top three, and real estate companies occupy 8 seats.

　　The worst performance in 2022 is Air China, with an estimated loss of 37 billion to 39.5 billion yuan.

　　It is worth mentioning that

OFILM, which ranks 20th, has a pre-loss of RMB 4.1-5.2 billion.

The risk of delisting is approaching

　　In addition,

　　The three companies "lost all" their market value, and Zhongtian Financial is expected to lose 12.5 billion to 13.9 billion yuan.

Zhengbang Technology expects a loss of 11 billion to 13 billion yuan.

ST Grandland expects a loss of 3 billion to 4.5 billion yuan.

　　Zhongtian Financial's performance forecast shows that the company's stock real estate projects are less than expected. In 2022, the sales revenue of real estate carried forward will decline year-on-year. losses and insolvency, etc.

　　In this regard, the Shenzhen Stock Exchange requires the company to explain the year-on-year decline in the company's main business income and profits in 2022 based on new businesses, main business operations and performance, changes in the industry environment, and comparable companies in the same industry during the reporting period. And the main reasons, whether it conforms to the industry development trend, whether it deviates from the industry average level, whether there are major uncertainties in the company's ability to continue operating, and make a special risk warning.

　　Zhengbang Technology mentioned that during the reporting period, the company’s pig breeding segment sold 8.4465 million pigs, with sales revenue of 8.954 billion yuan and a single head sales price of 1,060 yuan. The sales scale and sales price both decreased compared with last year, mainly due to the domestic pig market. The price decline and the company's overall capital and slaughter strategy impact.

Affected by the company's overall operating environment, the sales volume and operating income of the company's feed sector both fell by more than 60% compared with the same period last year.

The profit of the feed sector is also in a state of loss.

　　Blu-ray Development’s announcement mentioned that based on preliminary calculations by the company’s financial department, it is estimated that the company’s net assets attributable to shareholders of listed companies at the end of 2022 will be about -20.821 billion yuan, and the company’s stocks may be subject to delisting risk warnings.

BAIC Blue Valley and Suning.com may suffer losses for three consecutive years.

　　BAIC Blue Valley said that in 2022, due to the rise in the price of upstream raw materials, the cost of components such as power batteries will increase, which will squeeze the company's profit margins and have a greater impact on the company's performance.

　　ST Tesco mentioned that in 2022, the consumer market will fluctuate greatly, consumer demand will be weak, and the performance of the company’s home appliance industry will be weak due to the impact of the downturn in real estate sales. In 2022, the company's operating income will decline by about 47.4% year-on-year. Due to the large decline in sales scale, the company insists on efficiency and efficiency first, and deeply optimizes costs and expenses. However, there are still some fixed expenses such as management expenses at the headquarters, research and development expenses, In particular, the financial expenses related to liquidity cannot be fully apportioned, and the company's net profit still has a certain scale of losses.

These plates suffered heavy casualties

　　In terms of sectors, among the pre-loss notices disclosed on the 31st, there are 11 Shenwan Aviation airport companies.

　　China Southern Airlines, Air China, China Eastern Airlines, Juneyao Airlines, Spring Airlines, HNA Holdings and China Airlines have a total expected loss of nearly 130 billion yuan.

Among them, China Eastern Airlines, Air China and China Southern Airlines have a total loss of more than 100 billion.

　　According to the calculation of Zhongtai Securities, aviation demand will fluctuate in 2023. It is expected that domestic aviation demand will recover to 100% in April 2019 in April 2023, and international aviation demand will recover to 75% in December 2019 in December 2023. %, regional aviation demand will recover in December 2023 to 89% of December 2019 levels.

　　In addition to Blu-ray Development and Rongsheng Development, many listed companies in the real estate industry such as Overseas Chinese Town A and Sunshine City issued notices of huge losses in their performance.

　　Overseas Chinese Town A announced that the net profit attributable to shareholders of listed companies is expected to lose 8 billion to 11 billion yuan, a decrease of 310.58% to 389.54% over the same period last year.

Sunshine City announced that it is estimated that the net loss of net profit attributable to shareholders of listed companies in 2022 will be 8 billion to 11 billion yuan, a loss of 6.95 billion yuan in the same period last year.

　　In the brokerage sector, Tianfeng Securities, Jinlong, Xiangcai, and Pacific all foretell that the company will suffer losses in 2022.

Tianfeng Securities, Xiangcai Securities, and Pacific Securities all turned from profit to loss.

It is worth mentioning that Tianfeng Securities also disclosed an announcement on the provision for asset impairment at the same time. It is estimated that the provision for various asset impairments in 2022 will total 606 million yuan.

　　According to the analysis of Soochow Securities,

It is expected that with the recovery of the equity market and the gradual return of the valuation of central enterprises to a reasonable level, the securities sector will usher in a valuation restoration.

　　The Changjiang Securities Research Report believes that the

The most abundant liquidity range in history, superimposed with a strong recovery in stages, it is expected that the annual return rate of the A-share index is expected to rank in the forefront of history.

In the early stage of recovery, the large-cap value style has an absolute advantage, and the current balance sheet of large-cap stocks is in the best state since 2010.

Core assets are the absolute main line of the market, and

research report believes that the main line of the largest allocation in 2023 will return to core assets.

　　Huaxin Securities believes that the Fed’s interest rate hike is coming to an end, superimposed on the US bond yield and the weakening of the US dollar, and the RMB exchange rate is relatively strong. Especially after the logic of the US 23-year recession expectation has been more and more recognized by the market,

and the start of the pre-holiday blue chip market has actually laid the foundation for the trend of A shares in 2023, especially in the current strategy of continuing to vigorously expand domestic demand With the cooperation, the crucial variable epidemic did not see a second counterattack during the festival, but the consumption data performed well. Therefore, the attraction of consumer blue chips to funds after the festival is expected to reach a new level.

(Sino-Singapore Jingwei APP)

(The opinions in this article are for reference only and do not constitute investment advice. Investment is risky, and you need to be cautious when entering the market.)