As of January 22nd, * * * 1,588 listed companies have released the performance forecast of the 217 annual report, among which 1,248 companies are pre-happy, accounting for nearly 8%. The data shows that many fund companies have settled in advance to share the dividends brought by the pre-increased performance of listed companies.

from the perspective of the lower limit of net profit, many of the 2 companies with a forecast of more than 1 billion yuan were the heavyweight targets of the fund in the fourth quarter of last year, including both high-quality blue-chip stocks and small and medium-sized companies with excellent performance. For example, Wanhua Chemical, which predicted to earn a net profit of 11 billion yuan, increased by 2% year-on-year, ranking among the top 5 awkwardness stocks of the fund. In addition, Hikvision, Sanan Optoelectronics and other companies with large funds are expected to have a lower net profit limit of 8.54 billion yuan and 3.15 billion yuan respectively.

judging from the latest situation of the fund's heavy positions, big financial companies and big consumer companies are the most favored by the fund, but with the disclosure season of the annual report entering the drama, many small and medium-sized companies with outstanding performance are also receiving more and more attention from the fund.

since January, Public Offering of Fund has made frequent investigations. Wind data shows that as of January 22nd, * * * has 173 listed companies under investigation. Among them, companies that forecast positive growth in 217 abound, and more than nine of them have become small and medium-sized companies. Among them, Liard and Shangpin home delivery are industry leaders.

A number of fund companies said that at present, we should dilute the style, put performance first, and select companies with real allocation value. Gao Yuan, manager of Wanjia Consumer Growth Fund, believes that the main driving force of the stock market is the increase in earnings under the expectation that the economy will improve in the medium term in 218 and corporate profits will improve in the medium term, which may be similar to that in 217.