Three quarterly report forecasts are coming, 9 companies are expected to double their net profit in the third quarter-clevelanddrifters.com

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Three quarterly report forecasts are coming, 9 companies are expected to double their net profit in the third quarter

time：2023-03-24 01:14:26 source：clevelanddrifters.com author：Aerospace stock

Three quarterly report forecasts are coming, 9 companies are expected to double their net profit in the third quarter

Editor's note: The disclosure of the interim report is over, and the announcements of the third quarterly report are coming one after another. At present, a total of 49 A-share listed companies have announced their performance in the first three quarters. Among them, 9 companies expect their net profit in the first three quarters to increase by more than 100% year-on-year. Nine companies are expected to double their net profit in the third quarter. The "Investment Express" reporter saw from flush data that as of September 14, a total of 49 A-share listed companies have announced their performance in the first three quarters. Among them, 9 companies expect the net profit in the first three quarters to increase by more than 100% year-on-year (statistics based on the largest change in the forecasted net profit year-on-year growth, the same below). Among the pre-happy companies in the third quarterly report, Yahua Group, Haiguang Information, Tianli Lithium Energy, Huada Zhizao, Bona Films, Yanjin Shop, Jiahua Co., Ltd., Juquan Technology, Eastcom Peace, and Polyplastics Co., Ltd. 9, with the largest increase in net profit in the first three quarters of more than 100%. Among them, Yahua Group has the largest pre-increase rate. Benefiting from the rapid development of new energy vehicles, the demand for lithium salt products continued to grow. In the first three quarters, Yahua Group achieved a net profit of 3.462 billion yuan to 3.662 billion yuan, a year-on-year increase of 447.53% to 479.16%. Yahua Group said that during the reporting period, the new energy market demand was strong, and the price of lithium salt products remained at a high level. The company seized the market opportunity, increased the production and sales of lithium salt products, and greatly increased the operating profit. Tianli Lithium Energy also stated in the announcement that due to the boom in the downstream market of new energy, the price of ternary materials rose sharply year-on-year, driving the company's operating income to grow rapidly. The company expects that the net profit attributable to shareholders of the parent company from January to September 2022 will increase by 271.56% to 345.87% year-on-year. The growth rate of net profit is significantly higher than the growth rate of operating income. On the one hand, thanks to the continuous increase in the price of ternary materials and the enhancement of profitability, the current net profit has increased significantly year-on-year; In the third quarter of the year, the company's production and operation order was disrupted due to torrential rains and floods, resulting in heavy losses. The company expects that from January to September 2022, the year-on-year growth range of non-returnable net profit will be 105.78% to 148.50%. In addition to new energy vehicles, the forecast of the third quarterly report of the electronics industry is also more beautiful. Luxshare expects the net profit attributable to the parent in the first three quarters to be 6.097 billion yuan to 6.566 billion yuan, a year-on-year increase of 30% to 40%. In this regard, the company explained that the company continues to improve its core technical strength, continuously optimize itself, and provide customers with the best solutions. With the excellent performance of new and old products, it has been highly recognized by customers and achieved a steady increase in overall profitability. Goertek predicts that the net profit attributable to the parent in the first three quarters is 3.832 billion yuan to 4.332 billion yuan, a year-on-year increase of 15% to 30%. In this regard, the company explained that the improvement in profitability compared with the same period last year was mainly due to the expansion of the intelligent hardware business represented by VR virtual reality; at the same time, the company obtained an investment income of about 290 million yuan from the disposal of the equity of the participating company. In terms of absolute net profit, Luxshare Precision, Goertek and Yahua Group rank among the top three, with their net profits in the first three quarters all exceeding 3 billion yuan. Luxshare Precision ranked first with an estimated net profit cap of 6.566 billion yuan, a year-on-year increase of 30%-40%. Goertek estimates that the net profit attributable to the parent in the first three quarters is 3.832 billion yuan to 4.332 billion yuan, a year-on-year increase of 15%-30%, ranking second. It is worth mentioning that the stock prices of some companies rose sharply after announcing their third-quarter earnings forecast. For example, Yanjin Shop announced on August 16 that it is expected that the net profit attributable to the parent in the first three quarters will increase by 159.85% to 177.96% year-on-year, and the stock will hit the daily limit on that day. The performance of listed companies in the third quarter is expected to improve At present, institutions generally believe that the economy will continue to stabilize and rebound in the third quarter. Judging from the interim results of 3,161 non-financial and oil-listed companies, both revenue and profit growth continued to decline. From the perspective of the gross profit margin of listed companies, it was basically the same as that in the first quarter. Ai Xiongfeng, an economic strategy analyst at Sinolink Securities, said that commodities peaked at the end of the second quarter and the beginning of the third quarter, and the economy continued to recover in the third quarter. Driven by significant improvement. Looking forward to the earnings of A shares, Fang Yi, chief strategist of Guotai Junan Research Institute, predicts that in the third and fourth quarters of 2022, the profit growth of all-A non-financial quarters will be 1.2% and 4.5%, and the profit growth in 2022 is expected to be 3.5%. %. Li Chao, chief economist of Zheshang Securities, suggested to actively seize investment opportunities in September, "First, the macro-dimensional economy is still in a mild recovery window. Second, the forecast of the third quarterly report of the meso-dimensional dimension is expected to drive the valuation switching of the high-boom track. .” As far as the layout of A shares is concerned, Zhongtai Securities suggested that, first of all, focus on the pan-energy field, and there are opportunities for both new and old energy. In terms of new energy, attention should be paid to subdividing the boom track, such as wind power benefiting from the decline in raw material costs, large energy storage sectors supported by strong policies, etc.; in traditional energy, there may be quarterly investment opportunities in cyclical stocks, and energy prices should be closely watched Changes on the supply side, such as the Iran nuclear deal, the European natural gas crisis, etc., are expected to increase in valuation driven by performance expectations in the second half of the year. Secondly, it is recommended to allocate core city real estate and post-cycle, high-end optional consumption, etc. From the perspective of defense, the valuation of the above-mentioned sectors is relatively low. In the second half of the year, data such as real estate in core cities and high-end consumption are expected to improve significantly year-on-year. With the guidance of the easing policy within the framework, it is expected to continue to drive the recovery of the market economy. Finally, pay attention to the investment opportunities in the agricultural sector driven by the pig cycle and the grain cycle, pay attention to the investment opportunities of securities companies driven by the implementation of the comprehensive reform policy of the registration system, and the bottom reversal opportunities of pharmaceutical stocks. List of listed companies with three quarterly reports predicting net profit growth

(Responsible editor：Trend)

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