2024-02-28 03:02:13
Author: Xie Bilu
It is currently the annual report disclosure season. Wind data shows that since this year, more than 600 listed companies have disclosed their 2023 performance reports. Among them, 8 listed companies will have operating income growth of more than 100% in 2023. Some companies with outstanding performance have received the attention of many public funds and have made plans in advance. Looking forward to the market outlook, many institutions believe that the A-share market is expected to usher in a sustained rebound after early adjustments.
Over 600 companies
Disclosure of 2023 performance report
Wind data shows that as of press time, more than 600 listed companies have disclosed 2023 performance reports this year. Among them, 8 listed companies will have operating income growth of more than 100% in 2023, and 36 listed companies will have operating income growth of more than 50% in 2023.
Companies such as Zhongzi Technology, Tianyue Advanced and Ellis will have the highest operating income growth rates in 2023. On the evening of February 25, Zhongzi Technology disclosed its 2023 annual performance report, which showed that in 2023, it achieved total operating income of 1.544 billion yuan, a year-on-year increase of 245.14%; it achieved net profit attributable to the parent company of 42.5849 million yuan, turning losses into profits. Regarding revenue growth, Zhongzi Technology stated that it was mainly due to the explosion of my country’s commercial vehicle market, especially the natural gas heavy truck market, the batch supply of large passenger car customers, and the full implementation of diesel non-road National IV and light vehicle National VI b emission regulations. Due to the impact, the operating income of all major product lines of the company’s motor vehicle exhaust purification catalysts has achieved substantial growth.
In 2023, Tianyue Advanced achieved operating income of 1.251 billion yuan, a year-on-year increase of 199.90%. Tianyue Advanced said that with the application penetration in downstream new energy vehicles, photovoltaic power generation, energy storage and other application fields in 2023, the overall market size of silicon carbide semiconductors will continue to expand. The company’s business strategy has achieved phased good results, driving the company’s revenue growth in 2023. The company’s high-quality silicon carbide substrates have been recognized by domestic and foreign customers. The company’s customer base continues to increase, and it has carried out extensive cooperation with well-known domestic and foreign companies in the downstream power electronics and automotive electronics fields.
In terms of net profit attributable to parent companies, Wind data shows that 16 listed companies will see net profits attributable to parent companies increase by more than 100% in 2023, and more than 50 listed companies will see net profits attributable to parent companies increase by more than 50% in 2023.
Public funds gather together to deploy blue chip stocks
The reporter noticed that among the lists of major shareholders of some companies that achieved good performance in 2023, there are many public funds.
For example, Tianyi Shangjia, which is mainly engaged in the research and development, production and sales of powder metallurgy brake pads for high-speed rail EMUs and locomotives, urban rail vehicle brake pads and brake shoes, achieved operating income of 2.216 billion yuan in 2023, a year-on-year increase of 124.51%. Prior to this, Tianyi Shangjia’s operating income from 2020 to 2022 was 415 million yuan, 671 million yuan and 987 million yuan respectively, with year-on-year increases of 61.68% and 47.05% respectively in 2021 and 2022. As of the end of the third quarter of 2023, Bank of Communications Advanced Manufacturing Mixed, Xingquan Hetai Mixed, Industrial Securities Global Heheng three-year holdings and BoCom Qiming Mixed held 16.2511 million shares, 15.6328 million shares, and 11.0907 million shares of Tianyi Shangjia respectively. shares and 9.6866 million shares, accounting for 2.89%, 2.78%, 1.97% and 1.72% of the total share capital respectively.
As of the end of the third quarter of 2023, listed companies such as CATL and Hikvision ranked among the top in terms of the number of shares held by public equity institutions. At present, CATL has disclosed its 2023 performance forecast. It predicts that the net profit attributable to shareholders of listed companies in 2023 will be 42.5 billion yuan to 45.5 billion yuan, a year-on-year increase of 38.31% to 48.07% respectively. Regarding performance growth, CATL said that the new energy industry at home and abroad will maintain a rapid growth rate in 2023, the power battery and energy storage industry market will continue to grow, and the trend of transition to clean energy under the “double carbon” goal is clear. As the world’s leading new energy innovation technology company, the company continues to launch industry-leading product solutions and services by increasing investment in R&D and innovation.
As early as January 30, Hikvision released a performance report for 2023, achieving operating income of 89.355 billion yuan, a year-on-year increase of 7.44%; net profit attributable to shareholders of listed companies was 14.117 billion yuan, a year-on-year increase of 9.96%. Regarding the growth of operating performance, Hikvision said that in 2023, the domestic economy stabilized amid fluctuations and overseas markets gradually recovered. The company operated steadily in a complex and changing environment, optimized and improved internal management, improved operational efficiency, and continued to promote the company. The business develops steadily. Wind data shows that as of the end of 2023, public funds held a total of 499.7521 million shares of Hikvision.
Institutions are optimistic about market outlook
Regarding the market outlook configuration, Huaan Securities said that market sentiment is still there in the short term and the rebound is expected to continue. From the perspective of configuration rhythm and time duration, we can pay attention to the following four main lines: The first main configuration line is the pan-TMT sector, including computers, media, communications and electronics under the interpretation of artificial intelligence theme opportunities. The second main line of allocation is the advantageous area of infrastructure construction that is catalytic and has strong cyclical regularity. The third main line of allocation is to continue high dividends, stable assets and banking sectors. The fourth main line of allocation is the direction of medium- and long-term export prosperity.
“After three years of adjustment, the overall downside risk for the market is relatively limited. At the same time, the third quarter report of A-shares last year showed that the overall profit growth rate has bottomed out and rebounded. It is expected that the profit growth rate of A-shares is expected to rebound to high single-digit levels this year on a low base. “Fidelity Fund Manager Zhou Wenqun said that he is mainly optimistic about several layout directions: first, high-dividend varieties, which have great opportunities when the economy faces uncertainty; second, some overseas companies with global competitiveness; third, national The growth sector is supported by policies and is in line with economic transformation; the fourth is the procyclical sector, which also has opportunities when the macro economy returns to normal growth.
Boshi Fund Manager Qi Ning said that innovative technologies such as AI large models and MR in 2023 have paved the way for a new generation of consumer electronics hardware innovation, and this year is expected to enter a period of explosive demand. Humanoid robot technology is progressing rapidly at home and abroad, with mass production expected in 2024; the maturation of low-orbit satellite communication technology will bring investment opportunities to a series of new technology fields such as the satellite launch industry chain and the integration of satellite and mobile phone communications; urban automation The accelerated popularity of assisted navigation and the explosion of popular models will bring good news to the intelligent driving industry chain.
(Editor: Xu Nannan)
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