Under the impact of the new epidemic situation, the performance pressure of many industries has increased this year, but the pharmaceutical and biological industry is an exception. As a direct weapon to fight against the epidemic situation, the business of some pharmaceutical stocks has been greatly expanded, which has attracted unprecedented attention from the market. In addition, the pharmaceutical industry itself has a strong anti risk characteristics, when the market risk is large, it is easy to be bullish by institutional investors and continue to buy, with a very good resistance to fall.
Electronic stocks as a representative of the science and technology sector, generally speaking, its performance flexibility is large, affected by the external environment. In the first half of the year, the number of performance growth stocks in the electronics, computer, communication and other industries accounted for a high proportion, which also indirectly reflected that the national economy had been out of the impact of the epidemic situation in the first half of the year, and the market demand was steadily increasing, which was mutually confirmed with the economic data disclosed by the government.
In the first half of the year, 24 shares have made a profit of more than 1 billion yuan
In terms of the absolute value of net profit, the net profit attributable to the parent company of 24 stocks in the first half of the year exceeded 1 billion yuan, of which the net profit of 3 stocks exceeded 10 billion yuan. The latest market value of Guizhou Maotai is 2 trillion yuan, ranking first in the market value of a shares. With the net profit of 22.6 billion yuan, it ranks the first in the companys profit disclosed in the semi annual report, far ahead of other stocks. Muyuan shares and Poly Real Estate ranked second and third, with a profit of 10.8 billion yuan and 10.1 billion yuan respectively in the first half of the year.
Due to the fact that the bank shares have not yet disclosed the interim report, non bank financial stocks have become the most eye-catching profit plate of the China Daily News. The net profits of CITIC Securities, China Securities construction investment, Everbright Securities, Oriental Wealth and Soochow securities in the first half of the year easily exceeded 1 billion yuan. However, the financial sector has adjusted more than the market since its recent high.
Data treasure statistics show that since the peak, the bank index, insurance index and securities index have reached 8.8%, 12.2% and 8.3% respectively, which is far behind the market compared with the 3% callback range of CSI 300 index. Industry insiders said that this year, the financial industry will give profits of 1.5 trillion to small and medium-sized enterprises, making the performance growth of the financial sector in the second half of the year under pressure, so the market is also on a wait-and-see state for financial stocks. From the valuation point of view, the financial sector has certain advantages. In Shenwan industry, the rolling P / E ratio of banks and non bank finance is only 5.81 times and 20.6 times, ranking the penultimate and seventh from the bottom respectively, far lower than other industries.
From the performance growth point of view, the net profit increase of 65 stocks has more than doubled year-on-year, of which 16 shares have increased more than 5 times. The net profit of muyuan, a leading pork stock, increased by 7026.08% year-on-year in the first half of the year, ranking the first. Other companies with higher growth rate were ofiguang, Haoxiang you, aonong biology, Oriental biology, etc.
Statistics found that the first half of the first half of the top stocks, food related stocks, such as muyuan shares, aonong biology, Tang Renshen, Haixin food and so on. The epidemic has affected the pattern of food consumption industry. Pork, convenience food, etc. have benefited from the price and sales growth brought by the housing economy, making the performance of relevant listed companies significantly ahead of the market average this year.
Thanks to the rapid growth of pig sales in the second quarter, muyuan shares have become the current growth king of China Daily News. In the first half of this year, the sales revenue of muyuan shares reached 21.033 billion yuan, a year-on-year increase of 193.76%; the net profit was 10.784 billion yuan, with a year-on-year increase of 7026.08%. In the first half of the year, Wens net profit is expected to be 4 billion yuan to 4.25 billion yuan, an increase of 189.24% to 207.32%, lagging behind muyuan. Muyuan shares in the performance and market value both beat the previous pig boss Wenshi shares, become the overlord of the breeding industry.
In addition to the formal disclosure of individual stocks, there are 1195 stocks that forecast the performance or performance growth range in the first half of 2020.
Based on the current disclosure of the median net profit forecast, 46 shares of intermediate net profit more than 1 billion yuan. China Shenhuas median forecast net profit to its parent company topped the list, reaching 20.7 billion yuan. Other higher are Gree Electric appliances, Wenshi shares, Zoomlion, the median forecast net profit of more than 4 billion yuan.
Based on the median increase in net profit, 590 stocks had a forecast increase in the first half of the year. Among them, 262 stocks had more than doubled the median net profit forecast compared with the same period last year, and the growth rate of net profit forecast in 21 stocks was more than 10 times. The median growth rate of brothers technology forecast net profit is as high as 12764.24%, and the upper limit of growth is as high as 143 times; other high median growth rates are xinwufeng, Wanji technology, Dabei agriculture, Yingke medical, Xinlong holding, sanlipu, Xingyun shares, etc., and the median growth rate of net profit forecast is more than 20 times. (Wang Linpeng, databao)
Source: Securities Times editor in charge: Yang Bin_ NF4368