The performance of the New Year's report tells you which new infrastructure listed company has investment opportunities
Since this year, "new infrastructure" has been a hot word in the market. Recently, the country has clarified the scope of "new infrastructure" for the first time.
At present, the new infrastructure mainly includes three aspects: information infrastructure, fusion infrastructure, and innovation infrastructure. According to relevant estimates, this year's new infrastructure investment may be around 1 trillion yuan. Faced with such a clear investment opportunity, how will you seize it?
According to data, there are 72 new infrastructure listed companies in the A-share market, and 40 of them have published their 2019 annual reports, accounting for more than 55%. If we examine the year-on-year growth of the three indicators of net profit, operating income and operating profit, 30 of the 40 companies have positive net profit performance, and 22 of them have a year-on-year increase of more than 20% in net profit, accounting for 73.3%. There are 6 companies whose net profit doubled year-on-year.
The performance is outstanding and has recently released a first-quarter performance forecast. The company expects that the net profit attributable to shareholders of listed companies from January to March 2020 will be 24.1709 million yuan to 29.7488 million yuan, a year-on-year change of 30.00% to 60.00%.