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中報預增股接連漲停,一季報推演尋黑馬
格隆匯 07-02 13:48

來源:Wind

7月2日,多家發佈半年報業績預增公告公司接連漲停,事實上,相關公司一季報業績亦可圈可點,通過對比一季報業績表現,或可提前鎖定未來高增長個股。

多家公司中報預喜股價漲停

7月1日晚間,多家公司發佈中報業績大幅預增公告,受消息影響,相關公司7月2日接連漲停。

海欣食品7月1日晚間公告,向上修正2020年半年度業績預告,預計上半年盈利4000萬元—5000萬元,同比預增470.23%—612.79%,業績預增原因為公司順應市場趨勢,積極調整渠道和品類結構,第二季度營業收入實現大幅增長,淨利潤大幅增長。

普洛藥業7月1日晚間公告,預計2020年上半年的營業收入為39.05億元-40.82億元,同比增長10.02%-15.01%;預計上半年淨利潤為4.08億元-4.36億元,同比增長45.28%-55.25%。本期業績變動的主要原因是原料藥和CDMO銷售收入、毛利同比增加而費用同比下降。

三全食品7月1日晚間發佈2020年半年度業績預告稱,預計歸屬於上市公司股東的淨利潤4.350億元–4.6159億元,同比增長390%-420%。報告期內,公司非經常性損益對淨利潤的影響金額預計為1.387億元,其中主要為子公司股權轉讓的相關收益、政府疫情期間為支持企業復產復工發放的穩崗補貼等補助資金。

已發佈中報業績預告公司整體不樂觀

截至目前,已有604家公司發佈了2020年度中期業績預告,從公告業績分佈來看,僅有四分之一的公司預喜(預增、略增、扭虧、續盈);28%的公司不確定;還有46%的公司業績下滑或虧損。

此外,從已發佈中報預告的公司看,還有ST電能、海欣食品、雙星新材、新產業等4家公司發佈過中報業績修正預告,從修正內容來看,皆為向上修正。

360家公司一季度業績增幅超50%

從中報業績大幅預增的公司看,往往一季度業績也有着不錯的表現。Wind統計顯示,一季度淨利潤增幅超過50%且營收增幅為正的公司有360家,從行業分佈來看,工業和信息技術均有超過80家公司,醫療保健板塊公司數超過40家,消費類公司數量也較多。

具體來看,有57家公司營收和歸母淨利潤增速均超過100%,其中信達地產、江蘇索普、高德紅外、晶方科技、*ST界龍、天健集團、聞泰科技、市北高新、越秀金控、華麗家族、金溢科技等公司淨利潤增速甚至超過1000%。其中部分公司已經公佈了半年報預告,從數據來看,中報業績較一季報有着明顯的延續性。

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