Song Qinghui: Fundamentals are still an important way to choose stocks. Investors should stay away from underperforming stocks.

61"2020" IPO performance pre-reduces the "ST" risk of western tourism.

Of the 396 new shares listed on the A-share market in 2020, 196 "spoiled" the operation in 2020. According to Wind's statistics, with the lower limit of the predicted net profit as the statistical caliber (hereinafter collectively referred to as "net profit", all referring to the lower limit of the predicted net profit), among 196 "2020" new shares, 178 stocks are expected to achieve profitability in 2020. However, from the perspective of the increase in net profit, the expected performance of 665,438+0 shares declined. It is worth mentioning that due to the relevant provisions of the new delisting rules triggered by the 2020 performance forecast of western tourism (300859), western tourism is at risk of being "st".

18 shares in 2020 net profit pre-loss.

According to the statistics of Wind, on the whole, among 196 "2020" new shares, 178 shares are expected to achieve a profitable net profit in 2020. From the perspective of profit amount alone, 109 shares are expected to achieve a net profit of more than 1 100 million yuan in 2020, among which Trina Solar, Roborock, Sheng Xiang Bio and Steady Medical are expected to achieve a net profit of more than 654.38 billion yuan.

In contrast, Junshi Bio, Shenzhou Cell, etc. 18 "2020" new shares are expected to lose money in 2020, among which Junshi Bio's pre-loss in 2020 is164.4 billion yuan, which is the "2020" new shares with the highest pre-loss amount at present.

Although most enterprises expect net profit to be profitable in 2020, there is a big gap in the growth rate of net profit. According to the statistics of Wind, from the lower limit of forecast net profit growth, among 196 "2020" new shares, there are 134 shares with forecast net profit growth year-on-year, and the biggest increase is Sheng Xiang Bio. The data shows that Sheng Xiang Bio expects to achieve a net profit of about 2.556 billion yuan in 2020, and the predicted net profit will increase by 63 times. Shi Jia Photonics and Dongfang Bio are expected to increase their net profit by over 10 times in 2020.

In addition, according to the statistics of Wind data, beijing business today reporter today found that among these 196 "2020" new shares, 6 1 share is expected to realize a year-on-year decrease in net profit in 2020, among which 19 shares such as Chengdu Pioneer, Dongyue Silicon Materials, Haoyang Shares and Perry Shares are expected to decrease by more than 50% year-on-year.

Of the 61"Class 2020" new shares whose net profit is expected to decrease year-on-year,1/shares are pre-loss shares. Among the aforementioned 1 1 shares, Youkede has the largest decline. Youkede was listed on October 20th, 2020/KLOC-0, 65438. The stock is expected to achieve a net profit of about-360 million yuan in 2020, and the predicted net profit decline is 1798.87%.

Xu, a senior investment and financing expert, said in an interview with beijing business today today that the performance of enterprises in the first year of listing was affected by multiple factors, and the decline of many enterprises' performance was affected by the epidemic.

Western tourism faces delisting risk warning

Among the above-mentioned18 "2020-level" new shares that are expected to lose net profit in 2020, western tourism faces delisting risk warning.

According to the 2020 performance forecast disclosed by Western Tourism, the company expects to realize operating income of 49-50.8 million yuan in 2020, corresponding to net profit of 43-55 million yuan. Regarding the reasons for the pre-loss of performance, Western Region Tourism said, "At the beginning of 2020, the COVID-19 epidemic broke out in the whole country, which had a serious impact on the entire tourism industry. In the first half of the year, domestic inter-provincial group tours were limited. During the tourist season, another epidemic broke out in Xinjiang, and the scenic spot was closed, which had a particularly serious impact. Until the beginning of September, the scenic spot was reopened, and the tourist flow was controlled in an orderly manner according to strict epidemic prevention and control requirements, and a local epidemic occurred in Shufu County, Kashgar region, Xinjiang in late May of 5438+ 10. In summary, due to the repeated superposition of epidemics, the company's performance suffered losses. "

It is understood that the Western Region Tourism was listed on August 6, 2020, and it is the last listed new stock among the GEM stock companies. The main business of western tourism is the development and management of tourism resources. By developing scenic spots, we can provide tourist services for tourists. The company's business areas include the World Natural Heritage Site, the national 5A-level scenic spot Tianshan Tianchi Scenic Spot, and the 3A-level Colorful Bay Hot Spring Scenic Spot.

Beijing business today reporter noted today that before listing, the performance of tourism in the western region maintained a growth trend. The data shows that the net profit of tourism in the western region from 20 17 to 20 19 was about 45,092,300 yuan, 50,989,600 yuan and 73,550,400 yuan respectively. However, since the listing, especially under the impact of the epidemic, the tourism performance in the western region has undergone tremendous changes.

Due to the st target triggered by the forecast results in 2020, western tourism is likely to become the fastest "ST" stock in the history of A shares.

Western Tourism said in the announcement that if the company's audited net profit in 2020 (whichever is lower before and after deducting non-recurring gains and losses) is negative, and its operating income is less than 654.38+billion yuan, according to the Listing Rules of Growth Enterprise Market of Shenzhen Stock Exchange (revised in February 2020), the company's A shares will be warned of delisting risk after the disclosure of the 2020 annual report.

In view of the recovery of the company's current business level, a reporter from beijing business today today called the Secretary-General's Office of Western Region Tourism for an interview, and the relevant person said, "It's hard to say now, everything will be subject to the announcement". When talking about whether the epidemic has a substantial impact on the company's sustainable profitability, the relevant person of the Western Region Tourism Secretary Office told the reporter that the company's future profitability should be judged according to the future epidemic situation. If the business recovers well and reaches the relevant indicators, the "ST" will be revoked.

Eft's 9 shares are "halved"

According to Wind statistics, from the first day of listing to the close of February 3, among the 6/kloc-0 "2020" stocks with pre-decline performance, 47 stocks in the range fell to varying degrees.

Specifically, among the "Class 2020" new shares, from the first day of listing to the close of February 3, the share prices of 4 1 share of Jin Fu Science and Technology, Naipu Mining Machinery, Concord Electronics and East Asia Pharmaceutical fell by more than 10%, accounting for 67.2 1% of 6 1 share. 25 shares including Tongxing Environmental Protection, Junshi Bio and Baoming Technology fell more than 30%.

In contrast, the share prices of 9 stocks, such as Time and Space Technology, Guoan University and Fudan Zhangjiang, are even less satisfactory, and Eft is the most "bear" among 6 1 share. Wind data shows that from the first day of listing to the close on February 3, Eft's share price has fallen by 68.56%.

Eft was listed in science and technology innovation board on July, 2020 15. It belongs to the intelligent manufacturing equipment industry, and its main business is R&D, producing and selling core components, complete machines and system integration of industrial robots. The data shows that Eft is expected to achieve operating income of about1.80 billion yuan to 1.2 1 billion yuan in 2020, down by 4.56% year-on-year. The estimated attributable net profit is-65.438+0.9 billion yuan to-65.438+0.6 billion yuan, and the loss increased by 274.86% year-on-year to 345. 1.4%.

Sansheng Guo Jian's share price fell after Eft. Data show that the share price of Sansheng Guo Jian has dropped by 65.8% from the first day of listing to February 3. Sansheng Guo Jian was listed on July 22, 2020, mainly engaged in the research and development, production and sales of antibody drugs, and its main business income mainly comes from the sales of its core product, Yisaipu. After listing, the performance of Sansheng Guo Jian has changed greatly, and it is estimated that the huge loss in 2020 will exceed 654.38+0.9 billion yuan.

Song Qinghui, a famous economist, said that for investors, fundamentals are still an important way to choose stocks, and they should stay away from poor performance stocks. Original title: 61"2020" IPO performance pre-reduces the "ST" risk of western tourism.

Beijing business today reporter Liu Fengru