The disclosure of the first quarter of 2024 results is in full swing.
According to Wind data, up to now, nearly 200 A-share listed companies have disclosed their performance forecasts for the first quarter of 2024, of which more than 80% are pre-happy companies.
The reporter observed that the recent first-quarter performance forecast company generally received good feedback from the market after disclosing the performance forecast, and the stock price performed better the next day.
Nearly 200 companies disclosed their first-quarter performance forecasts, and more than eighty percent of the companies were happy
The disclosure of the first quarter of 2024 results is in full swing. According to Wind data, as of now, 198 A-share listed companies have made predictions for the performance of the first quarter of 2024.
Judging from the disclosed performance forecast, there are a total of 167 companies with good performance such as expected increase, slight increase, continued profit, and turnaround, and the proportion of promising companies is more than eighty.
From the perspective of the expected profit scale, if calculated according to the lower limit of the net profit scale of the forecast, nearly 60 companies that have disclosed the performance forecast are expected to make a profit of more than 100 million yuan in the first quarter, including North Huachuang, Shenzhen Energy, Kelun Pharmaceutical, CRRC, BOE A, Jiangsu Guoxin, Inovance Technology, Hubei Energy, Shandong Gold, Tomson Beijian, Sanqi Mutual Entertainment, Yealink Network, and Aimeike are expected to make a profit of more than 500 million yuan in the first quarter.
For example, according to the performance forecast for the first quarter of 2024 disclosed by NAURA Huachuang, the company expects to achieve operating income of 5.42 billion yuan to 6.24 billion yuan in the first quarter of 2024, a year-on-year increase of 40.01%-61.19%, and the net profit attributable to shareholders of listed companies is expected to be 1.04 billion yuan to 1.2 billion yuan, a year-on-year increase of 75.77%-102.81%. NAURA said that the company continued to focus on its main business, intensively study customer needs, deepen technology research and development, and continuously improve its core competitiveness. The company's market share of process equipment such as etching, thin film deposition, cleaning and furnace tubes used in the field of integrated circuits has steadily increased, and its revenue has grown steadily year-on-year. With the continuous expansion of the company's revenue scale, the scale effect gradually emerged, and the cost and expense ratio decreased steadily, so that the net profit attributable to shareholders of the listed company maintained a year-on-year increase.
According to the performance forecast for the first quarter of 2024 disclosed by Shenzhen Energy, the company expects the net profit attributable to shareholders of listed companies in the first quarter of 2024 to be 962 million yuan to 1.25 billion yuan, a year-on-year increase of 51.65% to 97.15%. Shenzhen Energy said that the main reason for the year-on-year increase in the company's performance in the first quarter of 2024 is that during the reporting period, the company grasped the downward window of coal market prices, reduced the unit power generation cost of coal-fired power plants, and improved the overall efficiency of the coal power sector; In addition, the impact of non-recurring gains and losses on net profit attributable to shareholders of the listed company in the first quarter of 2024 is expected to be approximately RMB12.1 million.
From the perspective of profit growth, if calculated according to the lower limit of the year-on-year growth of the forecast net profit, among the companies that have disclosed the performance forecast, 167 companies are expected to have a positive year-on-year growth rate of net profit in the first quarter, of which 75 companies are expected to have a year-on-year growth rate of more than 100%. Among them, Ganneng Co., Ltd., Montage Technology, Huayuan Holdings, Zhongchuang Co., Ltd., Andawell, Demingli and other companies are expected to have a year-on-year growth rate of more than 500% in net profit in the first quarter.
For example, the performance forecast for the first quarter of 2024 disclosed by Ganneng shares shows that the company expects the net profit attributable to shareholders of listed companies in the first quarter of 2024 to be 188 million yuan - 216 million yuan, a year-on-year increase of 3285.92% - 3790.21%, and the company's profit in the same period last year was only 5.5524 million yuan. Ganneng Co., Ltd. said that the main reason for the year-on-year increase in the company's performance in the first quarter of 2024 was that the fuel cost of the company's thermal power plant Fengcheng Power Plant in the current period decreased compared with the same period last year.
According to Montage Technology's announcement on the expected increase in the first quarter of 2024, the company expects to achieve operating income of 737 million yuan, a year-on-year increase of 75.74%, a net profit attributable to owners of the parent company of 210 million yuan to 240 million yuan, a year-on-year increase of 9.65 times to 11.17 times, and a net profit attributable to owners of the parent company after deducting non-recurring gains and losses of 210 million yuan to 235 million yuan, a year-on-year increase of 708.62 times to 793.10 times.
Judging from the companies with the highest growth rate in the first quarter disclosed so far, there are relatively many companies in electronics, basic chemicals, public utilities, medicine and biology, computers and other industries.
The company's stock price has generally performed better in the recent first quarter results
It is worth noting that after the recent first-quarter performance forecast, the company generally received good feedback from the market and the stock price performed well.
For example, Zanyu Technology disclosed on the evening of April 18 that the performance forecast for the first quarter of 2024 shows that the company expects the net profit attributable to shareholders of listed companies in the first quarter of 2024 to be 48 million yuan - 58 million yuan, a year-on-year increase of 112.20% - 156.40%. Zanyu Technology said that during the reporting period, thanks to the significant rise in the prices of major raw materials such as palm oil and fatty alcohols, the company's product prices increased, the company's profits increased year-on-year, and the company's new production capacity was gradually released, and the scale of production and sales expanded. The day after the release of the above performance forecast, the stock price of Zanyu Technology rose sharply by 6.50%.
According to the announcement of Huaqin Technology's announcement on the evening of April 18 to disclose the first quarter of 2024, the company is expected to achieve operating income of 248 million yuan in the first quarter of 2024, a year-on-year increase of 32.57%, and a net profit attributable to shareholders of listed companies of 114 million yuan, a year-on-year increase of 29.41%. The day after the above earnings announcement was released, Huaqin Technology's stock price rose 5.29%.
According to the announcement of the pre-increase in the performance of the first quarter of 2024 disclosed by Baoguang Co., Ltd. on the evening of April 17, according to the preliminary calculation of the financial department, it is expected that the net profit attributable to the owners of the parent company in the first quarter of 2024 will be 16.14 million yuan, a year-on-year increase of 73.18%. The day after the release of the above-mentioned performance forecast, the share price of Baoguang shares rose strongly.
In addition, the stock prices of companies with good news in the first quarter, such as Shenzhou Cell, Anjie Technology, and Hainan Mining, also rose sharply on the day after the release of the first quarter performance forecast.
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