Topic: Can the bottoming out of the two cities start a phased rebound?

[related reading] the first batch of 2023 annual report performance forecast is here! Nearly 80% of the good news

on Tuesday, China's China-free AH shares both rose sharply, hitting a daily limit at one point in the session. a shares closed up more than 6%, with a market value exceeding 160 billion. Hong Kong stocks in China closed up more than 4%.

On the news, on the evening of January 8, China Central Exemption issued a performance bulletin. In 2023, the company achieved operating income of 67.576 billion yuan, a year-on-year increase of 24.15 percent, and realized a net profit attributable to shareholders of listed companies of 6.717 billion yuan, a year-on-year increase of 33.52 percent. Among them, in the fourth quarter, operating income was 16.739 billion billion yuan, up 11.09 percent from the same period last year, and net profit attributable to shareholders of listed companies was 1.51 billion billion yuan, up 275.62 percent from the same period last year.

it is worth noting that today's many performance-increasing stocks rose sharply in the intraday market, with Taiping bird trading limit. ZTE's commercial trading limit has won two consecutive boards. Bowei alloy, hengmingda and others rose sharply.

9 days after the market, there are a number of stocks to disclose the annual report forecast. Among them, Lotus Health's 2023 net profit increased by 160-225 percent year-on-year, Commodity City's 2023 net profit increased by 140-149 percent year-on-year, and Kangtai Bio is expected to make a net profit of 0.85 billion -0.95 billion yuan in 2023, a year-on-year turnaround. According to Wind data statistics, as of press time, 90 companies have disclosed annual report forecasts. From the perspective of net profit growth, the net profit of 13 shares such as Kangtai Biology, Jubilee Technology, Shanwaishan, and Feilong shares have all increased by more than 100 year-on-year.

Guizhou sanli annual report pre-increased by 52.77, more than a company announced results

commodity city: net profit in 2023 increased by 140-149% year on year

Commodity City (600415) issued a performance forecast, and it is expected to achieve a net profit of 2.65 billion -2.75 billion yuan attributable to shareholders of listed companies in 2023, an increase of 140-149 compared with the same period last year. During the reporting period, the company continued to iterate online platform functions, strengthen digital trade service capabilities, the main business gross margin effectively improved. During the reporting period, the chinagoods platform GMV exceeded 65 billion yuan, up more than 80% year on year. Yiwu China Commodity City Big Data Co., Ltd. (the chinagoods operating entity) has a net profit of over 80 million yuan for the whole year. Since the company's own payment brand "Yiwu Pay" was officially launched on February 21, 2023, it has opened cross-border RMB accounts for nearly 20000 merchants, with cross-border clearing funds exceeding RMB 8.5 billion yuan. The company's cross-border RMB business achieved a leap-forward development from 0 to 1, and Fast Express Payment Services Co., Ltd. (the operating entity of "Yiwu Pay") made a profit that year.

China Industrial International: net profit in 2023 increased by 1.79-7.78% year on year

China Industrial International (002051) released its performance forecast on the evening of January 9. It is estimated that the net profit in 2023 will be 0.34 billion -0.36 billion yuan, up 1.79-7.78 year on year. During the reporting period, the company actively participated in the process of new industrialization, increased the layout of strategic emerging industries, and continued to optimize the business layout. The company's domestic and foreign business development momentum was good, and its operating performance continued to improve.

Qin 'an shares: net profit increased by 37.95-54.5% year on year in 2023

Qin'an shares (603758) issued a performance forecast on the evening of January 9. It is estimated that the net profit attributable to shareholders of listed companies in 2023 will be 0.25 billion to 0.28 billion yuan, a year-on-year increase of 37.95 to 54.50. The increase in net profit was mainly due to the company's active adjustment of customer and product structure, strengthening internal management, reducing costs and increasing efficiency.

core ruida: net profit in 2023 increased by 50%-75% year on year

xinruida (002983) released its performance forecast on the evening of January 9, with an estimated net profit of 0.159 billion -0.185 billion yuan in 2023, up 50%-75% year on year. During the reporting period, benefiting from the accelerated penetration of MiniLED technology applications and the enlargement of the market scale, the company's display module business volume increased, the company strengthened the construction of marketing management capacity, the display terminal business customer order access increased, thickening the net profit.

COSCO HAC: net profit in 2023 decreased by about 78.25 year on year

COSCO HAC (601919) disclosed its performance forecast on the evening of January 9. The company expects to realize earnings before interest and tax (EBIT) of about 36.643 billion yuan in 2023, a decrease of about 78.54 compared with the same period of last year; the net profit attributable to shareholders of listed companies in 2023 was about 23.859 billion yuan, a decrease of about 78.25 compared with the same period of last year. During the reporting period, the company's container shipping business revenue decreased year-on-year, resulting in a decrease in the current period's performance compared with the same period last year.

shengmei Shanghai: expected operating income between 5 billion yuan and 5.8 billion yuan in 2024

shengmei Shanghai (688082) announced that operating income will reach 3.65 billion -4.25 billion yuan in 2023, up 27.04-47.93 over the same period last year. Based on the business development trend in recent years and the current orders and other aspects, the company expects that the annual operating income in 2024 will be between 5 billion yuan and 5.8 billion yuan.

Sichuan investment energy performance express: 2023 net profit of 4.403 billion yuan increased by 25.26 year on year

Sichuan Investment Energy (600674) released a performance bulletin, achieving total operating income of 1.486 billion billion yuan in 2023, a year-on-year increase of 4.61; net profit of 4.403 billion billion yuan, a year-on-year increase of 25.26; basic earnings per share of 0.99 yuan. The main reasons for the increase in total operating income during the reporting period were that the income of the subsidiary Tianwanhe Company increased by 0.04 billion yuan compared with last year, and the second was the operating income of the new subsidiary Guangxi Yuchai Nongguang Power Co., Ltd.

core ruida: it is estimated that the net profit attributable to the parent in 2023 will be 0.159 billion -0.185 billion yuan, up 50%-75% year-on-year

core ruida released its performance forecast on January 9, expecting 2023 net profit of 0.159 billion -0.185 billion yuan, up 50%-75% year-on-year. During the reporting period, benefiting from the accelerated penetration of MiniLED technology applications and the enlargement of the market scale, the company's display module business volume increased, the company strengthened the construction of marketing management capacity, the display terminal business customer order access increased, thickening the net profit.

Guizhou sanli: pre-profit of 0.287 billion -0.308 billion yuan in 2023, up 42.58-52.77 year-on-year, strong demand for core products

Guizhou Sanli released its 2023 annual performance forecast on January 9. The company expects to achieve a net profit of 0.287 billion to 0.308 billion yuan attributable to shareholders of listed companies in 2023, an increase of 42.58 to 52.77 compared with the same period last year.%.

In the first and fourth quarters of 2023, the incidence of throat diseases and influenza in China increased significantly, and the demand for related drugs increased significantly. The company's core products Kaihou Jian spray and Kaihou Jian spray (children) The market demand is strong and sales increase.

In the third quarter of 2023, the construction of the company's OTC channel began to gradually increase, making the company's revenue maintain a stable growth.

Dechang Xiang, which was controlled by the company in 2022, Yunnan Invincible, which was indirectly controlled in 2023, and Guizhou Hanfang Pharmaceutical Co., Ltd., which was included in the scope of the company's merger in the fourth quarter, all achieved profits, all of which had a positive impact on the company's revenue and profits.

China Industrial International: It is estimated that the net profit attributable to the parent in 2023 will be 0.34 billion -0.36 billion yuan, up 1.79-7.78% year on year

China Industrial International announced on January 9 that it is expected to achieve operating income of 11.661 billion yuan to 12.632 billion yuan in 2023, an increase of 20%-30% year-on-year; achieve a net profit of 0.34 billion yuan -0.36 billion yuan, an increase of 1.79-7.78 year-on-year.%. During the reporting period, the company's domestic and foreign business development momentum is good, operating results continue to improve.

shengmei Shanghai: expected operating income between 5 billion yuan and 5.8 billion yuan in 2024

shengmei Shanghai (688082) announced that operating income will reach 3.65 billion -4.25 billion yuan in 2023, up 27.04-47.93 over the same period last year. Based on the business development trend in recent years and the current orders and other aspects, the company expects that the annual operating income in 2024 will be between 5 billion yuan and 5.8 billion yuan.