1 12 chemical company's annual report performance increased in advance 100%.

Among the companies with great changes in the annual report performance of basic chemicals, 1 12 shares are expected to achieve or exceed 100% in performance growth last year. For this sector, there is a view that the value of leading companies in this sector has once again returned to a low level. With the profitability exceeding expectations, high-quality chemical assets are expected to be revalued.

The net profit growth of basic chemical 1 12 shares reached or exceeded 100% last year.

According to the rules of Shanghai and Shenzhen Stock Exchanges, companies whose annual net profit is negative, whose net profit increases or decreases by more than 5% compared with the same period of last year, and which turn losses into profits compared with the same period of last year, must disclose their performance forecast before 65438+1October 3 1. According to the straight flush iFinD statistics, a total of 2,560 companies in Shanghai and Shenzhen stock markets announced their performance forecasts before the deadline. In other words, although according to the appointment schedule disclosed by the Shanghai and Shenzhen stock markets, most companies will not disclose their annual reports until March and April, more than half of them have "spoiled" their performance.

Among the companies that disclosed the performance forecast, 2 15 companies in the basic chemical industry doubled their performance, although it was not the largest in the industry. Statistics show that 160 companies, accounting for 74.42%, are among the companies in the basic chemical industry that disclose performance forecasts, and their performance is improving. Of the 2,560 companies that released pre-announcement results, 1479 were pre-announced, with a pre-announcement rate of 57.77%. In addition, the basic chemical industry 1 12 company predicts that the annual net profit growth rate will reach or exceed 100% in 20021year.

Specifically, the distribution of 160 companies in the basic chemical industry is: pre-increase 130, slight increase 15, loss reduction 14, and continued profit 1. Another nine companies "reduced losses", which means that their operations have improved. Among other companies, there are 20 "pre-reduced", 8 "slightly reduced", 12 "first loss", 1 home "continued loss" and 5 "increased loss", so it is necessary to be alert to performance risks.

In terms of performance growth, Hebang Bio (603077), Yuanxing Energy (000683), Yida Co., Ltd. (30072 1), Polyfluoride (002407), Jin Rui Mining (6007 14), Zhongtai Chemical (002092), etc. In addition, the pre-increase range of Hengtian Hailong (000677) and Juhua (600 160) is also expected to exceed 10 times.

The biggest pre-increase is Haobang Bio. On the eve of the Spring Festival, the company announced that the net profit attributable to shareholders of listed companies in 20021year will increase by 2.96 billion yuan to 3.26 billion yuan compared with the same period of last year, with a year-on-year increase of 7227.36% to 7960.09%. It is estimated that the non-net profit of 202 1 deduction will increase by 26.2 1-29.2 1 billion yuan, with an increase rate of 687.36%-766.04%. It is worth mentioning that Hebang Bio is also the "pre-increasing king" of the performance of 202 1a shares.

In fact, 202 1' s "price surge" of chemical products has benefited many chemical enterprises. For example, Yuntianhua, the leader of phosphorus chemical industry, expects the highest year-on-year growth of net profit in 2002 12.6 times. Yuntianhua is mainly engaged in chemical fertilizer and modern agriculture, phosphate mining, fine chemicals, trade logistics. The boom of 202 1 fertilizer market has pushed up the market prices of chemical products of companies such as polyformaldehyde, yellow phosphorus and feed calcium. The price of acetic acid rose sharply, and the performance of Jiangsu Thorpe increased by 980.8 1%. At present, the annual production capacity of Jiangsu Thorpe acetic acid is 6.5438+0.2 million tons, which ranks in the forefront of the industry.

At least 160 companies' net profit is expected to exceed 1 100 million yuan.

In terms of profitability, among 2 15 companies that disclose performance forecasts, 160 companies expect to achieve a net profit of over 654.38 billion yuan, of which 48 companies expect to achieve a profit of 654.38 billion yuan. Wanhua Chemical (600309)202 1 is expected to achieve a net profit of 24 billion yuan to 25.2 billion yuan (year-on-year increase 139% to 15 1%), which is the "profit king" in the performance forecast of basic chemical companies in 20021.

According to public information, Wanhua Chemical's main business is research and development, production and sales of polyurethane, petrochemical, new materials and fine chemicals. As for the main reason for the performance growth, Wanhua Chemical said that the vaccination rate in major economies has continued to increase, the global economy has recovered, market demand has been boosted, and the prices of chemical products have risen. The company's MDI technical transformation, ethylene and other new production capacity, new equipment put into production, polyurethane, petrochemical and fine chemicals and other major products rose in volume and price, and its operating performance increased significantly compared with last year.

In addition, seven companies, Hesheng Silicon Industry (603260), Huafeng Chemical Industry (002064), Lu Hua Hengsheng (600426), Baofeng Energy (600989), Satellite Chemical Industry (002648) and Yuanxing Energy Industry (000683), are expected to achieve net profit in 20021year. Longbai Group (00260 1), Luxi Chemical (000830), Xingfa Group (600 14 1), Yanhu Co., Ltd. (000792), Yuntianhua (600096) and Hebang Bio (603076).

It is reported that the outstanding performance of chemical industry companies mainly benefited from the loose monetary policy implemented during the economic recovery of various countries, the enhancement of the global competitive advantage of China's manufacturing industry, and the mismatch between supply and demand caused by the dual control of energy consumption. The prices of main products of some chemical companies continue to be high, which has brought about a substantial increase in the company's performance. For 2022, the agency said that the price of chemical products needs time to adjust and digest, the marginal change of demand is relatively limited, and some cyclical product prices have downward pressure. However, companies with technical barriers are expected to maintain strong performance.

From the perspective of industry trends, the data shows that the basic chemical sector 202 1 rose by 37.2%, ranking fourth among the first-class sub-sectors of Shenwan 3 1. The basic chemical sector outperformed the Shanghai and Shenzhen 300 Index by 40.08 percentage points in the annual increase and decrease. The seven secondary sub-sectors under the basic chemical sector all increased in the whole year, among which nonmetallic materials had the best upward trend, with an increase of 136.3%, while chemical raw materials, agrochemical products, rubber and chemical products had a better upward trend, with increases of 59.0%, 52.5%, 42% and 37. 1% respectively.

Looking forward to the future, it is pointed out that although the chemical industry as a whole belongs to a cyclical industry which is greatly affected by the change of supply and demand pattern, this attribute is undergoing subtle changes. The rapidly growing demand in the field of new energy is causing the upstream basic chemical products to be in a tight balance between supply and demand, thus generating growth investment opportunities. Yu Wei, an analyst in the securities and chemical industry of Bank of China, judged that the leading companies in this industry have once again returned to a low level. In the medium and long term, as profitability continues to exceed expectations, high-quality chemical assets are expected to be revalued.

202 1 Basic chemical companies whose net profit increased by more than 200%.

202 1 Basic chemical companies whose net profit growth drops by more than 100%.