**Don't look at the performance, it will be useless to speculate for another ten years. Performance is the key factor that determines the medium and long-term trend of the stock price, if a company's performance is very poor, then even if it rises sharply in the short term, it will soon fall back, and may enter a long road, investors are easy to buy at a high level, it is difficult to get back to the capital, and it is likely to leave the market at a big loss in the end. On the contrary, if a company's performance can be stable and profitable year by year, although the stock price will be **, but the probability of medium and long-term ** is high, the stock price will continue to reach new highs, so that investors can obtain a stable sense of happiness.
At present, it is the peak period of 2023 annual report disclosure, and many companies have predicted the results of last year's full year in advance. Since stock prices tend to reflect performance in advance, it is recommended to pay more attention to some high-quality companies that exceed expectations. In the context of the current overall weakness of the market, they will be safer, more resistant to declines, and the probability of a big rise is also high.
Up to now, according to the 2023 annual report, performance express report, and the lower limit of the forecast net profit, a total of 652 companies will have a growth net profit in 2023, which is concentrated in the five major industries of machinery and equipment, automobiles, medicine and biology, electronics, and power equipment. According to the brokerage research report, a total of 76 companies exceeded expectations in 2023, of which 24 companies' net profits doubled. From the perspective of stock price performance, these companies that have exceeded expectations are more resilient, and the overall increase since the beginning of this year has exceeded the performance of the CSI 300 Index over the same period.
Northbound funds are known as the smartest funds and have always been the bellwether of the market. Their investment is very forward-looking, and they have thoroughly studied policies, industries, companies and other aspects, and are very good at digging out some explosive high-quality stocks for early layout when the market is over-falling. At present, ** is at a very low point of historical valuation, and northbound funds are also gradually deploying some low-level potential stocks, which is very worth paying attention to!
Among the above 76 companies whose 2023 annual report performance exceeds expectations, if they also receive a large increase in positions from northbound funds, the investment value will undoubtedly be higher. Since January, there have been 20 companies that have increased their positions in the north, including 8 companies that have increased their holdings by more than 100 million yuan. I'm going to use a chart to list the specific situation. The objective data is for reference only, do not make any recommendations, please do not blindly follow, be sure to use it in combination with your own judgment.