Four companies have paid attention to the performance of the China Reporter Super -expected section

(Reporter Liu Yang) With the acceleration of disclosure of the semi -annual report, some companies have begun to issue a correction announcement. According to the relevant rules of the exchange, if the latest expected performance change direction of the listed company is inconsistent with the disclosed performance previews, or the latest expected performance changes are consistent with the disclosed performance trailer, but the change or profit loss amount is from the original expected range difference. When the value is large, you need to correct the original performance trailer.

According to Wind statistics, as of the 18th, 7 companies in the two cities have issued a semi -annual performance forecast amendment announcement, of which 4 have raised their performance expectations. Nal Co., Ltd. issued a amendments to the performance amendment on August 17, which is expected to achieve a net profit of 34 billion yuan to 360 million yuan, a year-on-year increase of 693.47%-740.53%. Increased 180.03%-226.70%.

Regarding the reasons for the amendment of the performance trailer, Nal shares said that the judgment of the current holding subsidiary's equity disposal income was wrong, and the net profit amount was underestimated.

On July 7, Coron Pharmaceutical issued a amendment to the performance. It is expected that the net profit will be 820 million yuan to 890 million yuan in the first half of 2022, a year-on-year increase of 66.39%-80.59%. Earlier, the company expects to achieve a net profit of 665.3 million yuan -763.87 million yuan in the first half of 2022, a year-on-year increase of 35%-55%. Regarding the reasons for changes in performance, Collenine Pharmaceutical said that the holding subsidiary Coronbutai will carry out research, development, manufacturing, and business to carry out research, development, manufacturing and business outside China outside China outside China. change. Preliminary estimates that the above matters will increase the net profit attributable to the parent company about 120 million yuan.

In addition, Yongtai Yun and Xin Yisheng achieved performance on July 14 and August 8, respectively. Among them, Yongtai Transport is expected to achieve net profit of 1220.477 million yuan-15,768,800 yuan in the first half of 2022, a year-on-year increase of 99.22%-146.1%. Earlier, the company expects to achieve net profit of 89.315 million yuan -98.7169 million yuan in the first half of 2022, a year-on-year increase of 45.79%-61.14%; Xinyisheng is expected to achieve net profit of 452 million yuan to 492 million yuan in the first half of 2022, an increase of 39.94%year-on-year -52.32%. Earlier, the company expects to achieve net profit of 350 million yuan to 390 million yuan in the first half of 2022, a year-on-year increase of 8.36%-20.74%.

Regarding the reasons for the revision of performance, Yongtai Yun said that the company has achieved the growth of Ningbo Port and Qingdao Port business with its brand advantages in chemical logistics supply chain. In addition, the company's chemical logistics supply chain business brings exchange income; the company and subordinate subsidiaries Ningbo Yonggang Logistics Co., Ltd., Ningbo Yonggang Hai'an Logistics Co., Ltd., Ningbo Kaimike Logistics Co., Ltd. received Ningbo Beilun District Promotion The subsidy of the special funding support policy for industrial structure adjustment, and the increase in government subsidies in the current profit and loss.

New Yisheng said that after communicating with the registered accountant, the non -recinished profit and loss of the half -annual report of 2022 reports based on the principle of cautiousness. It is expected that the impact of non -recurring profit and loss on the company's net profit after the amendment is about 103.5 million yuan.

It is worth mentioning that the average stock price of the above four performance companies has risen since the announcement. Among them, Yongtai Games has risen the largest at 32.13%.

"The current disclosure of the semi -annual report is densely disclosed. From the current performance disclosure, the performance of basic chemical, electronics, electricity equipment and other sectors is relatively stronger. Subsequent profitability is expected to become an important driving force for the market. It is recommended that investors from the performance from performance. Starting, focusing on the performance of the interim reported performance exceeded expectations, and the valuation level is in a reasonable range. "Li Xing analyzed by the chief market analyst of the Guangdong Institute of Securities Research, analyzed.

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