42 companies are very happy.
Among the 42 pre-happiness companies, the number increased slightly to 20, turning losses into 1, 9 making sustained profits and 2 pre-increasing1. The listed companies that have issued performance forecasts have maintained good performance growth as a whole.
In terms of net profit value, it is estimated that there are 38 listed companies whose lower limit of net profit attributable to shareholders of listed companies will exceed 654.38 billion yuan in 2022, and there are 6543.8+ 00 companies whose lower limit of net profit attributable to shareholders of listed companies will exceed 654.38 billion yuan in 2022. Luxshare, Goer and Yutong Technology expect to realize the lower limit of net profit attributable to shareholders of listed companies in 2022.
At present, Luxshare and Goer, both of which belong to Apple's industrial chain, have the highest estimated net profit.
Luxshare predicts that the net profit attributable to shareholders of listed companies in 2022 will be 9,545,202,500 yuan to 9,898,728,500 yuan, up 35% to 40% year-on-year. After deducting non-recurring gains and losses, the net profit will be 9,265,438+0,923,060 yuan to 9,665,438+0,275,600 yuan, which is the main reason for the year-on-year performance change. In the future, under the guidance of three important five-year strategies, relying on the further optimization of technologies such as precision intelligent manufacturing and digital intelligent platform, the company will further coordinate the development layout of the trinity of consumer electronics, communications and automobiles.
Goer predicts that the net profit attributable to shareholders of listed companies in 2022 will be 170988. 12000 yuan to 2 13735. 15000 yuan, a year-on-year decrease of 50% to 60%. In the risk warning announcement of Goer 165438+ issued on June 9, 2022, the company disclosed that it had received a notice from a major overseas customer to suspend the production of one of its intelligent acoustic products. The product is not expected to resume normal production and delivery in 2022. Affected by this, the company's operating income decreased by no more than 3.3 billion yuan this year, and related direct losses were about 900 million yuan (including direct profit reduction and shutdown losses). ). The company intends to increase the asset impairment reserve and confirm the asset impairment loss. The above impairment loss is estimated to be about 1 1 billion yuan to10.50 billion yuan. To sum up, affected by this incident, the company's direct losses and asset impairment losses are about 2 billion yuan to 2.4 billion yuan, which has a significant impact on its operating performance in 2022.
In terms of net profit growth, it is estimated that the lower limit of net profit growth attributable to shareholders of listed companies will exceed 65,438+00% in 2022, with 7 companies exceeding 50% and 6 companies exceeding 65,438+000%. Gaoce Co., Ltd. and Weihai Guang Tai ranked first and second with the lower limit of net profit growth of 340.09% and 209.94% respectively.
Multi-industry performance is eye-catching
From the industry point of view, among the listed companies that have published performance forecasts, the number of pre-happiness of listed companies in the machinery and equipment and biomedical industries is in the top. In addition, listed companies in electronics, computers, light industry manufacturing and other industries performed well.
In the mechanical equipment industry, many companies are involved in the photovoltaic industry.
Taking Gaoce Co., Ltd. as an example, the company expects the net profit attributable to shareholders of listed companies to be 760 million yuan to 820 million yuan in 2022, up 340.09% to 374.83% year-on-year. The main reason for the performance change is that in 2022, the photovoltaic industry continued to maintain a high degree of prosperity, the market demand was strong, the company's products continued to maintain industry-leading technological advantages, the product competitiveness continued to improve, the leading effect was remarkable, and the company's equipment orders increased significantly. The operating income and net profit of photovoltaic cutting equipment have increased significantly compared with last year. In 2022, the company's Jingang Line completed the technical transformation of "single machine and twelve lines", and the superimposed production technology continued to improve, greatly improving the production capacity and shipment volume of Jingang Line, and its industry position continued to strengthen. The operating income and net profit of the company's King Kong Line achieved rapid growth. The operating income and net profit of the company's silicon wafer cutting and processing service business achieved ultra-high growth. The company's semiconductor, sapphire, magnetic materials innovation business, equipment and consumables products continued to lead the competition, and orders grew steadily. At the same time, the company successfully expanded the scene of silicon carbide diamond wire cutting, and realized the batch sales of silicon carbide diamond wire cutting machines exclusively in the industry, and its market share increased rapidly.
Looking forward to 2023, Yang Delong, chief economist of Qianhai Open Source Fund, believes that all factors affecting the market will improve slightly. Continue to be optimistic about the three major directions of consumption, new energy and technology Internet. In the medium and long term, consumption has the characteristics of spanning economic cycle, especially branded consumer goods, and its long-term investment value is very prominent. In addition, new energy segments such as new energy vehicles, photovoltaics and wind power are still the most prosperous. Vigorously developing clean energy is the only way to achieve ecological goals, and we can continue to pay attention to the performance of blue chip stocks.