As for 2008 -2010, after excluding the abnormal factors that account for more than 100% of the annual losses and fourth quarter performance in the whole year's performance, 67 listed companies in the A share market accounted for over 40% of the total fourth quarter performance in the past three years, with the basis of the super annual period of the annual report.

At the same time, taking into account the 2011 property market "golden nine silver ten" did not show up, and the car market as the stimulus policy fade out and some cities purchase restriction policy slightly bleak, excluding related real estate, pportation equipment, building materials and ferrous metals industry stocks, the remaining 40 stocks are expected to become 2011 Annual Report performance expected beyond the "seed".

Property annual performance exceeding expectations difficult

In the A share market, the proportion of the fourth quarter results of some listed companies in the annual performance is always very large. Due to the existence of this special situation, these companies are expected to become an important group whose annual reports exceed expectations.

From the past three years (2008 -2010) historical data, excluding the annual loss and the fourth quarter performance in the annual performance accounted for more than 100% of the abnormal performance, A share market 67 listed companies in the past three years fourth quarter performance accounted for the proportion of the annual performance exceeded 40%.

Analysts pointed out that if the above 67 companies in the fourth quarter of this year still repeated nearly three years of performance change trend, then these companies 2011 Annual Report performance is expected to exceed expectations again.

In terms of the above 67 stocks, the stocks belonging to real estate, information services, machinery and equipment and pportation equipment industry reached 17, 12, 6 and 6 respectively, indicating that the annual performance of these industries is more likely than expected.

At the same time, there are 3 stocks belonging to building materials, commercial trade, information equipment and pharmaceutical and biological industries, indicating that the quarterly performance of individual stocks in these four industries is more likely than expected.

In addition, other industries also have annual reports exceeding expectations.

Some researchers further pointed out that, compared with the past three years, some new developments occurred in the macro economy in 2011, which may lead to the fact that the "stories" of the 67 stocks in the past three years will not continue to be interpreted in 2011.

For example, in 2011, the property market "golden nine silver ten" did not show up, but the car market was slightly bleak with the stimulus policy fading out and the restriction policies of some cities.

Peak performance of software enterprises

From a statistical point of view, the annual performance of the real estate industry is expected to exceed the expected number of stocks, but this year this situation may be difficult to sustain.

In this case,

According to the past three years, the information service industry has 12 shares and fourth quarter results in the annual performance of more than 40%, of which the number of software shares is most.

On the above 12 information service stocks, the 2011 Annual Report of its forecast is also much higher than the first three quarters of the growth.

For example, the net profit of far ahead software increased 3.76% in the first three quarters of this year, but the company expects annual performance to grow by 5%-35%.

Meanwhile, the company's performance in the first three quarters of this year increased by 31.65% compared with the same period last year, and the company expects its annual performance to grow by 20%-50%.

Analysts pointed out that the sales and sales profits of software products and services are usually concentrated in the fourth quarter of each year. Therefore, compared with other industries, the fourth quarter performance has greater imagination, especially those with full orders or many sales contracts that have not yet been confirmed.

By the annual report performance may exceed expectations and policy factors and other factors to boost, since the fourth quarter of this year, the two tier market to do more information services stocks unprecedented enthusiasm.

Analysts pointed out that after the above 12 information service stocks were fired high, the blind pursuit of rising seems to be a wise choice for investors.

However, the idea that the two tier market is expected to hype the information service stocks is still a good inspiration for investors.

Following this idea, the annual performance of the layout ahead of schedule may exceed expectations.