37 companies disclosed the first three quarters performance forecast, nearly 70% of the pre-happy-clevelanddrifters.com

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37 companies disclosed the first three quarters performance forecast, nearly 70% of the pre-happy

time：2023-03-24 01:23:46 source：clevelanddrifters.com author：Technology stocks

37 companies disclosed the first three quarters performance forecast, nearly 70% of the pre-happy

Wind data shows that as of September 5, a total of 37 A-share listed companies have disclosed performance forecasts for the first three quarters of 2022. Among them, 25 companies are pre-happy, with a pre-happy ratio of 67.57%. From an industry perspective, the number of listed companies in the electronics, pharmaceutical and biological industries tops the list. In terms of the electronics industry, a number of electronics companies are predicting a year-on-year increase in net profit attributable to shareholders of listed companies in the first three quarters. The growth rate of net profit of some leading companies in the third quarter exceeded that of the overall net profit in the first three quarters. The first three-quarter performance forecast of Luxshare Precision, a leading company in the Apple industry chain, shows that the company expects to achieve a net profit attributable to shareholders of listed companies of about 6.097 billion yuan to 6.566 billion yuan in the first three quarters of 2022, a year-on-year increase of 30% to 40%. Among them, in the third quarter, the net profit attributable to shareholders of listed companies was about 2.313 billion yuan to 2.781 billion yuan, a year-on-year increase of 44.49% to 73.8%. Goertek expects to achieve a total of 3.832 billion yuan to 4.332 billion yuan in net profit attributable to shareholders of listed companies in the first three quarters, a year-on-year increase of 15% to 30%. The main reason for the change in performance was the expansion of the intelligent hardware business represented by VR and virtual reality, and the improvement in profitability. At the same time, the investment income obtained by the company from the disposal of the equity of the participating company is about 290 million yuan. Brokerages believe that Apple will hold a fall new product launch conference on September 8, when Apple’s iPhone 14 models will be unveiled. Apple plans to release four iPhone 14 models, including the 6.1-inch iPhone 14, 6.7-inch iPhone 14 Max, 6.1-inch iPhone 14 Pro and 6.7-inch iPhone 14 Pro Max. The pace of shipments of listed companies in the industry chain is expected to accelerate, thereby driving the growth of operating income and net profit of related companies. In the pharmaceutical and biological industry, a number of listed companies such as Zuoli Pharmaceutical, Enhua Pharmaceutical, and Xuantai Pharmaceutical are expected to achieve a year-on-year increase in net profit attributable to shareholders of listed companies in the first three quarters. Listed companies in the pharmaceutical and biological industry with positive results generally stated that during the reporting period, sales had improved, which helped increase the revenue from their main business. In the third quarter, some companies have made it clear in their performance forecasts that they expect related businesses to be stable and improving in the third quarter. Jacques Technology expects to achieve a net profit of 442 million to 492 million yuan attributable to shareholders of listed companies in the first three quarters of 2022, a year-on-year increase of 13.28% to 26.11%. The main reason for the change in performance is that, based on the existing business foundations and taking into account market, policy and other factors, the company's electronic materials business and LNG thermal insulation board business in the third quarter of 2022 are expected to be stable and improving. Net profit will increase month-on-month, but there may be some fluctuations due to uncertainties. Conglin Technology expects to achieve operating income of 530 million to 570 million yuan in the first three quarters, a year-on-year increase of 9.99% to 18.29%; it is expected to achieve a net profit attributable to owners of the parent company of 130 million to 140 million yuan, a year-on-year increase of -4.42% to 2.93%. In the second quarter of 2022, affected by the epidemic, the company's current profitability has declined to a certain extent; since the third quarter, as the epidemic situation has improved, the company's production capacity and disposal volume have both increased year-on-year, and profitability has increased. Industry insiders said that they continue to be optimistic about the opportunities brought by high-growth tracks such as photovoltaics, lithium battery materials, and energy storage. In addition, it is necessary to focus on the month-on-month improvement of industries such as new consumption and infrastructure. Yang Delong, chief economist of Qianhai Open Source Fund, said that new energy and consumer industries are the two major directions for economic transformation to benefit. The performance growth rate of the new energy-related industries in the first half of the year was generally high, and the net profit growth of leading companies in the photovoltaic, wind power and other industries was relatively good. At present, the replacement of traditional fuel vehicles by new energy vehicles is accelerating, and there is still a lot of room for development in the future. For the new consumer industry, Huaxin Securities Research Report believes that the new consumer industry is expected to pick up in the third quarter. For the infrastructure industry, the Minsheng Securities research report shows that a new round of policies will help stabilize growth, and the month-on-month improvement is the highlight. Debon Securities Research Report shows that the recent data such as excavator sales have rebounded significantly, indicating that infrastructure investment has accelerated significantly, and the overall recovery prospects of the infrastructure industry chain are optimistic.

(Responsible editor：Individual stock analysis)

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