具体到个股看，国内余热锅炉行业排名第一的① The performance report season for A-shares is gradually unfolding. After the earnings forecast was disclosed last Thursday, Zhejiang Dibay Electric closed with three consecutive limit-ups on Tuesday; after the earnings forecast was disclosed last Friday, Whirlpool closed with two consecutive limit-ups on Tuesday; the day after announcing the earnings forecast, Xizi Clean Energy Equipment Manufacturing hit the daily limit. ② A list of A-share listed companies expected to have the highest net income growth of over 100% year-on-year in 2024 and the reasons for performance changes are summarized (attached table).
According to the Financial Alliance on January 11 (editor: Ruo Yu), as the annual report season gradually unfolds, after announcing the performance forecast last Thursday night, Zhejiang Dibay Electric closed with three consecutive limit-ups on Tuesday; after announcing the performance forecast last Friday, Whirlpool closed with two consecutive limit-ups on Tuesday. The day after announcing the performance forecast, Xizi Clean Energy Equipment Manufacturing hit the daily limit.
According to incomplete statistics from the Financial Alliance, as of the time of publication, a total of 92 A-share listed companies have issued performance forecasts for the 2024 annual report. Among them, 12 stocks have a year-on-year net profit increase exceeding 100%, including Xizi Clean Energy Equipment Manufacturing, Double Medical Technology Inc., Autel Intelligent Technology Corp.,Ltd., Jones Tech Plc, Pioneering Technology, Junhe Pumps Holding, Whirlpool, Harbin Gloria Pharmaceuticals, Dongxing, COSCO Shipping Holdings, Lianyun Technology, and Kid King; specific details can be seen in the figure below:
In terms of individual stocks, Xizi Clean Energy Equipment Manufacturing leads the domestic waste heat boiler industry with the highest performance growth exceeding 8 times. Its announcement indicates it expects a net profit of 0.4 billion yuan to -0.5 billion yuan in 2024, a year-on-year increase of 633%-816%; the net profit after excluding non-recurring items is expected to be 0.14 billion yuan to -0.21 billion yuan, turning profitable year on year. The company stated that the primary reason for the growth in net profit is the significant improvement in order quality and the good growth in sales gross margin; the company has strengthened the control of sales expenses, management expenses, and financial expenses, resulting in a decrease in these three expenditures compared to the same period last year; the expected credit loss and asset impairment provisions have decreased from the previous year; and the company's investment income from transferring equity in affiliated companies is expected to increase in the 2024 fiscal year.
Leading the domestic orthopedic implant medical consumables sector, Double Medical Technology Inc. follows closely with a performance growth exceeding 5 times. The company expects a net profit attributable to the parent company of 0.35 billion yuan to -0.39 billion yuan in 2024, an increase of 493.50% to 561.33% compared to the same period last year. The company stated that with the implementation of the procurement policies for orthopedic consumables, it is actively adjusting its operation strategy and the orthopedic business line is gradually stabilizing and recovering; at the same time, the company is vigorously expanding non-orthopedic consumables, with good growth achieved across product lines such as minimally invasive surgery, dental, and neurosurgery.
Focusing on the research and development, production, sales, and service of New energy Charging Stations, automotive comprehensive diagnostics, testing analysis systems, and automotive electronic components, Autel Intelligent Technology Corp.,Ltd. expects to achieve a net profit attributable to the parent company of 0.62 billion yuan to 0.68 billion yuan in 2024, a year-on-year increase of 245.92% to 279.39%. Zhang Liangwei and others from Soochow pointed out in a January 8 research report that robots and AI are expected to become another growth curve. Autel Intelligent Technology Corp.,Ltd. has established a wholly-owned subsidiary for robotics and launched a "ground and air integrated cluster intelligent solution" centered on generative AI, reaching cooperation with clients like PetroChina and signing a "strategic cooperation agreement" with leading domestic humanoid robot company Yushu Technology. Due to increased R&D efforts for this project in Q4 2024, R&D expenses are expected to increase by 0.05 billion year-on-year.
Jones Tech Plc, a provider of comprehensive thermal management and electromagnetic compatibility solutions for Electric Appliances, saw its stock rise over 18% the day after disclosing its earnings forecast. Jones Tech Plc expects a net profit of 0.19 billion yuan to -0.22 billion yuan in 2024, a year-on-year increase of 157.6% to 198.28%. The company indicated that as demand in the Consumer Electronics industry picks up, it is gradually expanding its business with major North American customers beyond mobile phones, with new products and projects being launched and market share increasing; driven by AI, the demand for new product iterations and new thermal management solutions in the Consumer Electronics and digital infrastructure sectors is constantly emerging. As a leading enterprise in the thermal management field, the company is gradually launching new projects; during the reporting period, the company has strengthened the implementation of lean management, further optimized business structure and Assets, achieving a steady increase in profitability.
Focusing on the research and manufacturing of core key components in the core equipment of front-end semiconductors, Pioneering Technology has announced in its initial public offering announcement for the Star Market that it expects a net profit attributable to the parent company of 0.215 billion yuan to -0.225 billion yuan in 2024, a year-on-year increase of 167.83% to 180.29%. The company stated that it expects a revenue growth of 79.30% to 97.23% year-on-year in 2024; it predicts a year-on-year increase in net profit after excluding non-recurring items of 156.94% to 169.47%, primarily stemming from sustained growth in core products in the semiconductor sector. Pioneering Technology will be listed on the Star Market on December 12, 2024, and its stock rose 533.84% on its first trading day.
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
Comment(0)
Reason For Report