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The A-share annual report is expected to have the most explosive potential and the potential to double the six high-quality leaders: First, Yuanxing Energy's net profit attributable to the mother in 21 years was 4.85-5.05 billion yuan, an increase of 7022% year-on-year.

author:Zen ancient theory

The A-share annual report is expected to have the most explosive potential and doubling potential of the six high-quality leaders:

First, Yuanxing Energy

The net profit attributable to the mother in 21 years was 4.85-5.05 billion yuan, an increase of 7022% to 7316% year-on-year, and the net profit after deduction of non-attributable to the mother is expected to be 2.75-2.95 billion yuan, an increase of 3575% to 3843% year-on-year; of which the non-net profit of 21Q4 is 657 million to 857 million. The main reason for the year-on-year improvement in the company's performance: the improvement of business prosperity such as soda ash, urea, coal and so on. The price of soda ash is still expected to rebound in 22 years, and after 23 years, it looks at the company's cost advantage and volume increase. In the case of little supply elasticity, soda ash prices are still expected to remain high or rebound. With the release of the company's natural alkali production capacity, soda ash price or return, with cost advantages and volume increases, the company is still expected to earn excess income.

Yuanxing Energy, the total market value of 37.62 billion, up 4.17%, the current price of 10.24, the dynamic price-earnings ratio of 13.57 times, the technical surface above the five-day line, my heart to the sun

Second, Yunhai Metal

The net profit attributable to the mother in 21 years is expected to be 500 million to 580 million, an increase of 105.13% to 137.95% year-on-year, of which the non-net profit deducted is 430 million to 510 million, an increase of 88.23% - 123.25% year-on-year. The company has applied for a patent related to the energy-saving magnesium refining process of vertical tanks: the company uses shielding covers and magnesium alloy materials for 5G base stations; The company has mass-produced medium and large parts of magnesium alloys. The company's current raw magnesium production capacity is 100,000 tons, magnesium alloy production capacity is 180,000 tons, by 2023, the original magnesium production capacity will be expanded to 250,000 tons, magnesium alloy production capacity will be expanded to 350,000 tons.

Yunhai Metal, the total market value of 13.57 billion, up 2.44%, the current price of 21, the dynamic price-earnings ratio of 38.61 times, the technical half-year line above, my heart to the sun

Third, Neusoft Group

The net profit attributable to the mother in 21 years is expected to be 900 million to 1.09 billion, an increase of 686% to 823% year-on-year, and the main business sectors such as intelligent car interconnection maintain a growth trend. 21Q4 net profit is expected to be 938 million to 1.128 billion, an increase of 4836% to 5836% sequentially. According to the semi-annual report, the company continues to focus on its core business and continues to make progress in the application of new technologies such as cloud computing, big data, Internet of Things, artificial intelligence (AI), and blockchain. In the field of intelligent car interconnection, the company's operating contract volume and business revenue have achieved nearly 100% growth. Neusoft is the world's leading supplier of automotive electronics products and services, as of the 2021 mid-year report, Neusoft in-vehicle systems have covered 85% of the world's top 30 automotive manufacturers, and are developing rapidly in the fields of intelligent networking, autonomous driving, and automotive basic software platforms. The company's market share in the domestic intelligent networked cockpit is 10.32%, ranking second in the industry.

Neusoft Group, the total market value of 17.26 billion, down 4.93%, the current price of 13.89, the dynamic price-earnings ratio of 140.2, the technical side above the 60-day line, my heart to the sun

Fourth, the third ring of Zhongke

The net profit attributable to the mother in 21 years is expected to be 330 million to 490 million, an increase of 155.18% to 278.9% year-on-year, and the company's orders increased significantly during the reporting period. The company is mainly engaged in the research, research, production and marketing of rare earth permanent magnet materials and new magnetic materials and their application products, with a production capacity of 20,000 tons in 2020 and a long-term planning of 35,000 tons (2022), taking the lead in realizing the research and development and industrialization of the third generation of rare earth permanent magnet materials NdFeB in China. The company is the world's second, the largest domestic NdFeB permanent magnet material manufacturers, the main products are sintered NdFeB and bonded NdFeB, accounting for more than 99% of its main business, of which more than 60% of the products are exported. At present, the company's products used in the field of new energy vehicles account for about 20%. The development of the energy-efficient motor industry will continue to enhance the company's profitability.

Zhongke Third Ring, the total market value of 15.07 billion, down 0.21%, the current price of 14.15, the dynamic price-earnings ratio of 55.01 times, the technical side of the half-year line, my heart to the sun

Fifth, GCL Energy

Advanced operator of clean energy, cutting into the operation service of the replacement power station. Clean energy business and power station exchange have strong synergy, clean energy business provides low-cost power for the replacement power station, the energy storage nature of the replacement power station can reduce repeated investment, and the cascade utilization of energy storage batteries or power batteries can realize the construction of low-cost energy storage power stations. The company implements the "electric port model", cooperates with car companies and travel platforms to launch power replacement models and corresponding power stations, and integrates power exchange resources as a third-party platform.

GCL Energy, the total market value of 23.53 billion, up 4.32%, the current price of 17.4, the dynamic price-earnings ratio of 21.93 times, the technical half-year line above, my heart to the sun

Sixth, Luxi Chemical

21 Attributable net profit is expected to be 5.2-5.3 billion, an increase of 612.83% to 626.54% year-on-year. 21Q4 is expected to achieve a net profit attributable to the mother of 9-1 billion yuan after deducting non-deductions, an increase of 162% to 191% year-on-year. The company intends to further extend the chain, supplement the chain, strong chain, and continuously develop high-depth, high value-added, high technology content, low energy consumption products, relying on the park integration, intensification, parkization, intelligence and engineering advantages, combined with the company's industrial layout and market trends, the company intends to invest in the construction of 600,000 tons / year caprolactam nylon 6 project, 1.2 million tons / year bisphenol A project, 240,000 tons / year ethylene downstream integration project, the above projects are implemented in stages and steps, and continue to improve the industrial layout of the park, Continuously improve the company's competitiveness and comprehensive strength. The company released the third phase of the equity incentive plan, which demonstrated the management's confidence in the development of the end and proved that the reform of state-owned enterprises has taken the first step.

Luxi Chemical, the total market value of 31.67 billion, up 4.13%, the current price of 16.63, the dynamic price-earnings ratio of 6.59 times, the technical annual line above the half-year line, my heart to the sun

Analysis of the disk and individual stock logic, does not constitute any basis for trading, the market did not get rich overnight, do not expect a sum or several operations to reach the peak of life, the logic and ideas shared, please make judgments according to your own way, do not carve a boat for a sword.

Finally, I wish you all a Happy New Year!!! Like off & note the daily eating meat !!!

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