With the end of the semi-annual report of listed companies, some companies have also begun to issue earnings forecasts for the third quarter of 2021, and a high-quality three-quarter report will boost share prices and investor confidence.
Performance booking stocks account for more than 80%.
Compared with previous years, the companies that have taken the lead in the three quarterly reports of "spoilers" this year are "rare". The market expects that the double season may be approaching, after which there will be a wave of intensive three-quarter forecast period.
Statistics show that as of September 16, a total of 61 companies have issued three-quarter forecasts, accounting for more than 80% of the performance stocks (pre-increase, slight increase, profit continuation, reversal of losses).
From the perspective of performance growth, the performance of 21 companies doubled, including 5 turnround stocks, respectively, Skyline shares, Zhongtai Chemical, Weiyuan shares, etc., of which 3 shares are expected to increase more than 10 times.
Yan'an Bikang ranked first in terms of performance growth, and the company expects net profit in the first three quarters to be about 550 million yuan to 600 million yuan, an increase of 4207.51% and 4599.1%.
Long-term Lithium Science, Zhongtai Chemical, Ming Brand Jewelry, Igor, Yi Yatong, and Koda, Guizhou Zhenhua-U, Huafu Fashion, ST Huifeng, Tianci Materials and other companies have more than tripled their performance.
It is worth mentioning that among the above performance gains, 32 companies reported net profit growth in the third quarter of 2021, which was the highest in nearly a decade (since listing).
In terms of the reasons for performance growth, the strong market demand and the improvement of company production capacity are the main reasons, and some companies' performance has rebounded steadily due to the reduction of internal and external adverse factors.
Materials, medicine, etc., rank at the top.
From the perspective of the pre-happy industry, materials, capital goods, medicine and so on rank at the top.
The level of industry prosperity in the first three quarters is also directly reflected in the stock price, which shows that the downstream demand of these industries continues to increase. Take the chemical sector as an example. Since the beginning of this year, the Shenwan Chemical Index has continued to climb, rising 50.87% during the year.
While retail, automotive, media, consumer services, medical, hardware equipment, clothing, etc., the growth of these industries is relatively weak; at the same time, the performance from the secondary stock price is very obvious.
However, it should be noted that the expectation is only an advance notice, and there is still a partial difference between the expectation and the actual situation. And the performance is not the decisive factor of the stock price change, but can only be used as a reference for the stock price change.
The following is a list of stocks that are expected to grow significantly in the third quarterly report: