Kunpeng Project
Editorial Department of this journal |Liu Zenglu
On the occasion of the arrival of the Year of the Dragon, A-shares finally ushered in a wave of decent **, and the majority of small and medium-sized investors, the well-known investors who had been crazy "baptized" by the market have recently begun to gradually reap the benefits. With the opening of the current 2023 financial report disclosure, the companies that have been invested in the new phase and the steady growth of performance are coming out of the strong upward trend**.
The annual report period lays out the "best" stocks with performance
Investment bigwigs are generating floating profits
At the beginning of this year, he publicly spoke in the circle of friends, and the value of holding ** fell for 7 consecutive days, but he did not panic at 2800 points, and he wanted to fight a war of attrition with the bears, and used time to grind the 2 billion net worth of the bears "Super Niu San" Zhong Ge, and the current ** value may be steadily "returning to blood".
In the third quarter of 2023, Zhongge will only have a heavy position in Guanggang Gas and Suzhou Axis Co., Ltd. with a new attitude. Recently, the two companies have successively released performance reports, and Guanggang Gases will achieve a net profit of 31.9 billion yuan, a year-on-year increase of 3568%；Suzhou Axis achieved a net profit of 12.4 billion yuan, a year-on-year increase of 4834%。
In the secondary market, since the current round of the market, Guanggang Gases has been 1308%, Suzhou Axis Co., Ltd.**1651%, which is stronger than the overall market trend in the same period. At the end of the third quarter of 2023, Zhongge has entered a new heavy position, with a cumulative increase of nearly 40%, while the Shanghai Composite Index has retraced slightly by 2 in the same period02%。If Zhongge continues to hold it today, nearly 20 million floating profits have been generated.
Zhong Ge has publicly stated that after 2015, under the influence of the whole environment advocating value investment, its investment strategy has begun to bias towards value growth, and 80% of the portfolio is value growth stocks, hoping to make money on performance growth and explore opportunities to grow from small companies to large companies. Combined with historical financial reports, Suzhou Axis shares in 2021 6318The net profit of 440,000 yuan fell slightly by 099%；In 2022, the net profit of 83.71 million yuan increased by 32 percent year-on-year49%, the company's performance in the past three years has shown a clear positive trend.
In addition to the companies that have been heavily positioned, recently, the "investment predators" of the A** field are also actively looking for new investment targets, and their attention is also focused on companies with continuous growth in performance.
On January 28th, Shanghai Chaos Investment (Group)** led by Ge Weidong, the "top bull scatter", participated in the research activities of the CPO concept stock Zhongji Innolight, and Shanghai Heqing Investment Management, which was also served as a legal person by Wang Xiaoan, also appeared on the list of research institutions, and fully understood the prosperity of the company's optical module demand, whether the current orders have changed from last year, etc.
On February 29, Zhongji InnoLight disclosed its performance report, saying that the company will achieve a net profit attributable to the parent company of 21 in 20238.1 billion yuan, a year-on-year increase of 7819%, combined with the previous financial report data, the company's net profit attributable to the parent company in 2021 and 2022 will grow year-on-year respectively. 57%, net profit not only continued to grow for three consecutive years, but also increased quarter by quarter.
Recently, the concept of artificial intelligence has been active again in A-shares. On the news side, with the opening of important meetings, the 2024 ** work report was released. The report willIn terms of the digital economy, the "artificial intelligence +" action is listed as one of the key tasks in 2024. Cloud computing plays the role of "selling shovels" in the artificial intelligence industry chain and is the basis for the application and development of artificial intelligence technologyAt present, the four major operators have established "cloud centers" to comprehensively develop artificial intelligence technology. Catalyzed by this, the share price of Zhongji InnoLight has been rising all the way in recent days, and continued to refresh historical highs on March 4 and March 5. If since the research of the investment company behind Ge Weidong and Wang Xiaoan, Zhongji Innolight has achieved an increase of more than 40%, and if it is actively deployed after the survey, it has also benefited a lot.
There are already 408 companies
In 2023, both revenue and profit will increase
At the end of February, A-share listed companies completed a wave of intensive disclosure of performance reports, and at present, 1,028 companies have issued announcements. Among them, 466 companies will be profitable and net profit will increase year-on-year in 2023, and 648 companies will have a year-on-year increase in operating incomeA total of 408 companies increased their revenue and net profit. Among them, companies such as Allist, Microconductive Nano, Hanxin Technology, Andawell, Xujie Technology and other companies have doubled their revenue and net profit, and in the secondary market, the stock price performance of the high-performing stocks since this round of ** is also more eye-catching than the average performance of the market in the same period (see Table 1).
If the long-term axis comparison is further extended, there are currently 216 companies that have continued to grow their net profit attributable to the parent company for three consecutive years since 2021, among them, Sunshine Guojian, Allist, Gold Molybdenum Co., Ltd. and other companies have always maintained a doubling of net profit in the past three complete years.
According to the performance report previously released by Sunshine Guojian, an anti-cancer and anti-cancer concept stock, the main product YISAIPU has accelerated market penetration by increasing the coverage of hospitals and related departments, bringing sales growth; Driven by multiple factors such as the continuous increase in hospital coverage, the improvement of physician and patient recognition through the accumulation of evidence-based medical evidence, and the improvement of drug accessibility, Septin continues to grow rapidly. At the same time, the company also obtained part of the revenue from the licensing of antibody oncology and ophthalmic pipelines in cooperation with Shenyang 3SBio Pharmaceutical Co., Ltd. The reasonable control of operating income and various expenses promoted the company's annual net profit to achieve 29.6 billion yuan, a year-on-year increase of 50035%。In 2021 and 2022, the company's net profit has also been realized. 99% year-on-year growth. And in this context, the company's share price has accumulated more than 30% since the market on February 6, far outperforming the market average.
Allist, which is also in the field of anti-cancer treatment, benefited from the substantial increase in sales of the company's core product fumetinib mesylate tablets during the reporting period, creating a net profit of 64.5 billion yuan, a year-on-year increase of 39407% growth. Combined with historical financial reports, the company's net profit in 2021 and 2022 will also grow by 105 year-on-year89% and 61422%。Observing the company's recent stock price performance, the company has also gained nearly 30% of the company's stock price since the beginning of this round.
The Donghai ** research report pointed outAt present, the overall valuation of the pharmaceutical and biological industry is at a historical low, and the investment value is significant. The National Health Insurance Administration recently issued a draft for comments on the formation mechanism of the first release of newly listed chemical drugs, and the pricing of new drugs has ushered in a new market-oriented model, and innovative drugs and devices are expected to benefit. With the gradual recovery of market bullish sentiment, we can continue to pay attention to investment opportunities in high-prosperity segments, such as innovative drugs and devices, chain pharmacies, branded traditional Chinese medicine, medical services, second-class vaccines, blood products and other sectors.
SORA is introduced
The stock price and performance of media stocks collectively "went upstairs".
Although the net profit of many pharmaceutical companies has continued to grow significantly in recent years, according to the statistics of the current 141 pharmaceutical stocks that disclose performance reports, in 2023, the overall performance of the industry will not grow, but about 7428% decline. Among the sub-sectors, only the Chinese medicine and biological products segment achieved a year-on-year increase in overall profit.
And in contrast to it,In 2023, the net profit of major industries such as media, building materials, commerce and retail, textiles and garments will all achieve rapid growth(See Table 2).
The current performance report shows that the performance of media companies is the best, and the net profit of 7 companies that have released performance reports in advance is all profitable and growing, and the fastest growing game company, Glacier Network, achieved a net profit of 29.8 billion yuan, a significant increase of 131 year-on-year04%；* Media company Mango Supermedia also performed well, with 35 in the same periodThe net profit of 5.9 billion yuan increased by 90% year-on-year9%, the net profit of education publishing company Zhongnan Media and game company Shenzhou Taiyue also achieved double-digit growth. In the secondary market, the media sector has also performed well, with a total of more than 30% since the current round, only a slight gap behind the computer and electronics sectors.
Recently, the Game Working Committee and Gamma Data released the "January 2024 China Game Industry Monthly Report", which shows that the actual sales revenue of China's game market in January 2024 is 2434.6 billion yuan, a year-on-year increase of 122%。At the same time, a total of 111 editions were released in February, and more than 100 editions have been approved for three consecutive months. Wanlian ** thinks,The number of domestic game versions has steadily rebounded and continued to maintain a high level, the stability of the game industry has been enhanced, the product reserves of industry companies have continued to be released, the head and small and medium-sized companies have begun to exert force, the key games of the industry have passed the review, and the valuation of the game sector is expected to continue to repair.
With the release of the SORA** generation model by OpenAI, content production has been increased and efficiency; CCTV's first Wensheng ** AI series cartoon "Ode to a Thousand Autumns" was broadcast, and a large model of CCTV listening was launched; Driven by a series of events such as the premiere of the Terminator 2 remake of "Terminator 2" at the Landmark Nuart Theater in Los Angeles, a "groundbreaking feature-length film made entirely by AI", co-produced by more than 50 artistsUnder the development of the most advanced generation model at home and abroad, the investment opportunities in the IP and film and television industry chain are also worth paying attention to.
(The ** mentioned in the article is for example analysis only, not as a recommendation for buying and selling.) ）