20 18 Pre-increased shares in the semi-annual report

This week, listed companies will "submit" semi-annual cards one after another. Before the introduction of the official interim report, at present, there are 1245 companies in the two cities that disclosed the performance forecast of this year's interim report, accounting for more than 70%. The outstanding performance of "top students" attracted the attention of funds, and the stock prices of many companies that had enjoyed semi-annual reports rose against the trend. What are the pre-increased shares in the 20 18 semi-annual report? Let's look at the financial manager.

On July 10, A shares will officially enter the disclosure period of the 20 18 interim report. July 15 is the deadline for mandatory disclosure in the GEM interim report and conditional mandatory disclosure in the Shenzhen main board report.

The earliest stocks disclosed in the 20 18 interim report are all pre-increased by the interim report.

According to the appointment disclosure schedule, two listed companies in Shenzhen took the lead in disclosing the semi-annual report this year. Jinhang Technology on the main board and Shunhao shares on the small and medium-sized board both plan to disclose the semi-annual report in July 10; Followed by Hua Wei and Christie's in July 1 1. Jiuhua Tourism is the first listed company in Shanghai Stock Exchange to disclose the semi-annual report, and its scheduled disclosure date is July 14.

Among the above companies, except Jiuhua Tourism, the rest are pre-happy. Among them, Shunhao Co., Ltd. expects its net profit from June to June this year to be between 33,625,400 yuan and 4,2031800 yuan, with a year-on-year increase of 100% to 150%. The performance forecast released by Jinhang Technology shows that the company expects to achieve a net profit of 226 million yuan to 256 million yuan in the first half of 20 18, an increase of 2% to 320% year-on-year; Hua Wei Co., Ltd. expects the net profit for the first half of the year to be 48.5 million yuan to 52 million yuan, a change of 523.5% to 568.49% compared with the same period of last year; Jiashitang also reported pre-happiness, and was given favorable ratings such as "buy" or "overweight" by many institutions.

Jiuhua Tourism, as the first company in Shanghai to disclose this year's 20 18 semi-annual report, did not announce the results of this year's interim report in advance. According to financial data, the operating income of Jiuhua Tourism in the first quarter of this year was about1.1.300 million yuan, down by 7. 16% year-on-year, and the corresponding net profit attributable to it was about 30.3674 million yuan, down by 1% year-on-year. It is uncertain whether Jiuhua Tourism, whose performance growth rate declined in the first quarter of this year, can surprise investors in the semi-annual report.

More than 70% of the company's interim results are pre-happy.

On July 10, listed A shares will officially enter the disclosure period of 20 18 interim report. Before the publication of the official interim report, there are currently 1.245 companies in the two cities that have disclosed the performance forecast of this year's interim report, of which 895 companies have good performance, accounting for 7 1.89%, and the interim net profit of 1.57 listed companies is expected to double year-on-year.

Specifically, the year-on-year growth rate of net profit reported by 592 companies is expected to exceed 30%; The growth of 367 companies is expected to be above 50%; 177 the company's net profit is expected to double; There are also 1 1 companies whose interim net profit growth is expected to even exceed 10 times.

Judging from the largest year-on-year increase in estimated net profit in the interim report, Shengjitang (3,965,438+07.00%), Angang (3,682.00%), Hairuipu (2,987.265,438+0%) and *ST Jiadian (2,809.09%). The mid-term net profit of 10/0 companies such as Beixunji (138.80%) and Meinian Health (10/35.13%) is expected to increase by more than10 times this year.

Other companies that expect the interim net profit to increase by five times or more year-on-year include: Hongte Technology (832.00%), Ningbo Dongli (830.00%), Amaton (793. 10%), Hongxiang Co., Ltd. (75 1.49%) and Guanghui Energy (693.00).

Observing the companies whose performance is expected to increase significantly in the interim report, we can find that there are Rong Shi Zhao Ye, SPL heparin sodium and Hai Purui, and their gross profit increased due to the increase in the sales revenue and gross profit margin of commercial housing that can be carried forward compared with the same period of last year. At the same time, there are also many Venus stars whose investment income has been confirmed due to their participation in Hengan Jiaxin, and Guochuang Gaoxin's acquisition of Shenzhen Fang Yun Network Technology Co., Ltd., from the investment point of view, compared with the "whitewashing" of the extension income, companies that rely on the steady growth of endogenous main business are more worthy of investors' attention in the future.

Stocks with soaring performance are favored by funds.

Since July, the company began to pay attention to the substantial expectation of funds for the performance of the interim report.

On July 4th, there was a big adjustment in the two cities. However, Anyang Iron and Steel, whose performance in the interim report soared by more than 3 1 time, rose against the trend. On the same day, it is predicted that the profit of the interim report will be at least 410.80 billion yuan, and Valin Iron and Steel, which has increased by more than 2.5 times, has also increased by nearly 4%. As a result, the steel plate performed well that day. There is also Gansu Electric Power Investment Co., Ltd., which is expected to turn losses as high as 10 times that day, with the same strong daily limit.

On July 5, *ST Jiadian forecast an increase of more than 24 times, and closed the daily limit that day. Further, on July 2, the interim report predicted that Kangtai Bio, which rose by more than 280%, rose by more than 6% that day.

Some interim reports greatly expect the company's share price to show a good and sustained trend. For example, Gansu Electric Power Investment Co., Ltd., although the daily limit fell on July 6, the cumulative increase last week was as high as 18.4438+0%. *ST Jiadian continued to close its daily limit on July 6, with a cumulative increase of 3. 13% last week.

On July 5th, Fujian Cement, which was predicted to turn losses over 600% in the interim report, went red for two consecutive days. Anyang Iron and Steel rose more than 5% last week, and Jingwei Hui Kai and Skyworth Digital also rose significantly last week.

Jinmo Technology, Valin Iron and Steel, etc. Last week, the increase was small or still falling, but they all outperformed the broader market and had a tendency to reverse the previous decline.

Liu Yunfeng, an analyst at Chase Securities, said that with the continuous comprehensive adjustment of the market in recent days, funds began to look for opportunities to fight back. As the disclosure season of the interim report approaches, performance is an important entry point, and substantial growth or even exceeding expectations will become an opportunity for funds to incite the stock market. Therefore, although the bottoming of A shares may continue, it does not rule out that the varieties with excellent performance and superior valuation in the interim report will start ahead of schedule. Generally speaking, some midstream industries and growth stocks are concentrated in the Excellence of the interim report.

The performance of large-scale interim reports in three major industries is pre-happy.

From the perspective of industry distribution, the number of pre-happiness stocks in building materials, light industrial manufacturing and chemical industry accounts for the top. Specifically, there are 185 stocks in the above three industries, among which, there are 29 stocks in the building materials sector, accounting for 40%; In the light industry manufacturing sector, * * * has 44 stocks forecasting performance, accounting for 37%; In the chemical sector, * * * 1 12 stocks reported pre-happiness, accounting for 36%.

Judging from the forecast year-on-year increase in net profit, among the above-mentioned 185 companies, * * 37 companies expect to double their net profit in the first half of the year, including Ayrton (793. 10%), Guanghui Energy (693.04%), Hua Wei (568.49%) and Ma Shuang, Sichuan (509.62). During the reporting period, Jinyi Culture (00272 1), Dio Home (002798), hua ding shares (60 1 13), Ji Hong (002803) and Jinhang Technology (0008 18).

In terms of funds, * * * 5 185, the pre-happiness stocks in the above-mentioned185 interim report, attracted the attention of large-scale funds in the market last week, among which Lu Hua Hang Seng (600426) was sought after by large-scale funds of more than 60 million yuan, ranking first. Four stocks, such as Guo En (002768), Hongda Xingye (002002), Chuanhua Zhilian (0020 10) and Taihe New Materials (002254), are also favored by large single funds of more than 30 million yuan. The above five stocks attracted 20 1 10,000 yuan last week.

The industry generally believes that as the market enters the bottom region, the mid-year report market may become the main line leading the rebound. It is suggested to combine the valuation and the performance level of the interim report in investment and lay out blue chip stocks.