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The forecast performance of the third quarterly report of 89 Shenzhen companies doubled, and the hig

日期: 2022-10-17
浏览次数: 0

With the strong support of the steady growth policy and the comprehensive deepening reform of the capital market, the listed companies of Shenzhen Stock Exchange (hereinafter referred to as 'Shenzhen Stock Exchange') continue to lead the economic growth. As of October 16th, 4 of the 2,697 companies in Shenzhen Stock Exchange took the lead in disclosing the third quarterly report, and more than 200 companies intensively disclosed their performance forecasts. On the whole, the 'basic market' is stable and improving. At the same time, the listed companies in Shenzhen Stock Exchange have strong development momentum, and the 'head geese effect' leading high-quality development is further exerted, especially the highlights of 'new forces' in the fields of biomedicine and new energy are frequent.

Among the listed companies that released the performance forecast, 198 quarterly reports were 'pre-happy', accounting for over 90%. Among them, 17 companies turned losses, 89 companies predicted that the upper limit of net profit growth exceeded 100%, and the upper limit of Jiu 'an Medical, Tianqi Lithium and Ganneng shares exceeded 1000%. As far as the CSRC industry is concerned, the performance of 'software and information technology service industry', 'pharmaceutical manufacturing industry, chemical raw materials and chemical products manufacturing industry' and 'computer, communication and other electronic equipment manufacturing industry' are outstanding.

Driven by the performance, the third quarterly report of listed companies in Shenzhen biomedical field, represented by Brother Technology, performed very well. Brother's technology performance forecast predicts that the company's net profit in the first three quarters will be 260 million yuan to 300 million yuan, up 8621.61% to 9963.40% year-on-year. According to the company, the increase in performance is mainly due to the increase in the prices of some vitamin products and chromium salts compared with the same period of last year, and the increase in gross profit margin of products; At the same time, with the continuous promotion of the capacity release and operation optimization of the 'Construction Project with an annual output of 20,000 tons of hydroquinone and 31,100 tons of hydroquinone derivatives-Phase I Project', the project benefits have been gradually released. On the whole, the third quarterly reports of the 16 listed pharmaceutical and biological companies included in the statistics all expect 'better performance'.

The sustained and high growth of Shenzhen's new energy industry chain enterprises continued in the third quarter. Following the semi-annual report, the performance of many listed companies in lithium mines in the third quarter was pleasantly surprised again. Among them, the bright third-quarter performance forecast of Shenzhen Company Tianqi Lithium Industry, Ganfeng Lithium Industry and Rongjie shares has once again received market attention.

According to the announcement of Rongjie shares, the company's net profit for the first three quarters is expected to be 1.2 billion yuan to 1.3 billion yuan, a year-on-year increase of 4,330.99% to 4,700.24%. Among them, the single quarter net profit in the third quarter is expected to be 600 million yuan to 750 million yuan, up by 4065.42% to 5106.78% year-on-year, continuing the high growth of more than 40 times. As for the reasons for the increase in performance during the reporting period, the company said that it was influenced by macro policies and increased market demand, the prosperity of new energy industry continued to improve, the prices of upstream materials and products in lithium battery industry continued to rise sharply, the demand for lithium battery materials and lithium battery equipment continued to increase, and the operating income and profit of lithium concentrate, lithium salt and lithium battery equipment of the company all increased substantially.

Talking about the reasons for its performance growth, Tianqi Lithium said that it was mainly influenced by many positive factors, such as the global prosperity of new energy vehicles, the accelerated capacity expansion of lithium-ion battery manufacturers, and the recovery of downstream cathode material orders. During the reporting period, the sales volume and average selling price of the company's main lithium products increased significantly compared with the same period of last year. According to the announcement, the company expects the net profit of the first three quarters to be 15.2 billion yuan to 16.9 billion yuan, up 2768.96% to 3089.83% year-on-year. Among them, the net profit in the third quarter was 5 billion yuan to 6.5 billion yuan, a year-on-year increase of 1026.1% to 1363.92%.

Benefiting from the rapid development of new energy industry and the continuous growth of market demand for lithium salt products, Ganfeng Lithium Industry also expects net profit of 14.3 billion yuan to 15.3 billion yuan in the first three quarters, up 478.29% to 518.73% year-on-year. Among them, the net profit in the third quarter was 7.046 billion yuan to 8.046 billion yuan, a year-on-year increase of 567.19% to 661.88%. It is expected that the net profit in a single quarter will hit a record high again.

According to the statistics of China Automobile Association, in the first nine months of this year, the production and sales of new energy vehicles were 4.717 million and 4.567 million respectively, and the market share reached 23.5%. Among them, the domestic retail penetration rate of new energy vehicles in September exceeded 30% for the first time. With the rapid increase of the penetration rate of new energy vehicles, the demand of many upstream links such as power batteries and materials has also increased rapidly, and the performance of related listed companies in the industrial chain has also continued to grow at a high rate.

Take Contemporary Amperex Technology Co., Limited, a leading enterprise, as an example. The company expects to achieve a net profit of 16.5 billion yuan to 18 billion yuan in the first three quarters, an increase of 112.87% to 132.22% over the same period of last year. Among them, the net profit in the third quarter was 8.8 billion yuan to 9.8 billion yuan, an increase of 169.33% to 199.94% over the same period of last year. According to the lower limit of its estimated net profit, this value has also exceeded the sum of the previous quarter and the second quarter, setting the best result in a single quarter. 'With the rapid development of new energy industry at home and abroad, the market of power battery and energy storage industry continues to grow. The company has continuously introduced industry-leading product solutions, strengthened market development, and with the release of production capacity in the early stage, the production and sales volume has obviously increased, which has promoted the company's global market position to continue to lead, and at the same time, it has achieved rapid growth in profit scale. ' Contemporary Amperex Technology Co., Limited stressed.

In addition, the growth rate of Midland New Materials in the sodium ion battery plate is also very gratifying. In the first three quarters, the company is expected to achieve a net profit of 230 million yuan to 270 million yuan, an increase of 1354% to 1607% over the same period of last year. Huaan Securities said that with the release of the delivery and settlement results in the peak season of the fourth quarter, the company's long-term positive trend in performance remained unchanged.

Enter the third quarterly report performance disclosure period. Founder Securities believes that the current biomedical valuation is cost-effective, and it is recommended to pay attention to the sub-track with high performance growth in the third quarter or expected to exceed expectations in the short term. Debon Securities said that under the triple catalysis of the bottom of valuation, the bottom of allocation and the bottom of sentiment, the pharmaceutical sector has rebounded significantly recently, and both pharmaceutical and non-pharmaceutical funds are actively allocated. In the future, the big consumption sector represented by medicine is expected to usher in a continuous rising cycle. Industrial Securities also said that considering the current low valuation caused by the previous sector adjustment, and the subsequent valuation will be gradually switched, the price-performance ratio of the pharmaceutical sector, for example, will be further highlighted.

China Merchants Securities said that taking into account factors such as profit sustainability and base size, the sectors with better profits in the third quarterly report are expected to be concentrated in sectors such as healthcare and resource products; Areas worthy of attention with strong performance resilience and prosperity are expected to focus on new energy and medical services. At present, the penetration rate of new energy vehicles continues to rise, the sales volume of new energy is maintained and growing rapidly, and the export performance is also relatively good. The forecast of the third quarterly report shows that the upstream lithium mine and materials, batteries, auto parts and other fields perform well. It is expected that this trend will continue. In addition, the third-quarter profit of leading enterprises in the medical service field further increased year-on-year, and the order delivery and scale effect will be further revealed.

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