A-share semi-annual report "transcript" announced
Data show that in the first half of 21 years, A-share companies achieved a total revenue growth of over 26% year-on-year, and cumulative realized net profit increased by 43.65% year-on-year, both creating the first half of history Come to the highest level. From the perspective of industry revenue, the total operating revenue of 28 primary industries has increased. The top five revenues are electronics, general, medical and biological, leisure services, and electrical equipment .
Where does the industry net profit "bearer" fall?
When it comes to industry net profit in the first half of the year, a total of 8 industries have doubled the net profit growth of in the first half of the year, namely transportation, mining, chemicals, leisure services, non-ferrous metals, steel, textiles and apparel, and light工制造. Among them, ranked first in the transportation industry, , with net profit attributable to the parent of 87.097 billion yuan, and a year-on-year increase of 4438.07% in net profit attributable to the parent.
is more than 7 times higher than the second-ranked extractive industry with a 641.14% year-on-year increase in net profit. Among the industries where net profit doubled in the first eight first half of the year, had the highest net profit attributable to its parent in the chemical industry, , with a net profit attributable to its parent reaching 1358.32%, and a net profit increase of 569.44% year-on-year.
The doubling of net profit in the transportation industry this year was mainly due to the impact of the domestic and foreign situation last year, which resulted in a low base figure and continued rapid recovery this year. In the chemical industry, market demand has recovered significantly, and market demand has continued its upward trend. Many chemical products are operating at high levels, and some varieties have even reached record highs. The profit scale is also "rising." In terms of individual stocks, with the economic recovery, most A-share companies achieved "good results" in the first half of the year. The number of stocks that have doubled their performance this year is also the highest in history.Excluding 's new stock , a total of 3809 companies achieved profit in the first half of the year, accounting for nearly 90% of A shares, while doubled its performance to 1,208 stocks, setting a historical record ,
ago The number of doubled performance in five years has been sorted into: 534 in 2016, 648 in 2017, 550 in 18, 474 in 19, and 474 in 20. There were 1,208 in 21 years, 731 more than in 20 years, and 560 more than in the previous record of 17 years.
data shows that deducts non-net profit among the top 50 , and only Eastern Bio and Huayou Cobalt have been listed for two consecutive years. The magnitude of the change is staggering. The top 15 non-net profit deductions of A shares have been introduced in the previous article, and interested readers can read it.
After data sorting, the first quarter loss, the second quarter ushered in a performance turning point in the second quarter of the tens of billions of market capitalization companies, achieved profitability in the interim report; the interim profit increased by more than 30% year-on-year and after excluding the new shares, we got A list of companies with a market value of over 10 billion and their performance in the first half of the year turned around.
The list of the tens of billions of market capitalization leaders in the first half of the year has turned losses into profits!
The list comes from public information and is for sharing and communication only.
Tianqi Lithium : half-yearly reported net profit of 86 million yuan, a single quarter net profit in the second quarter increased by 270.00% year-on-year, with a total market value of 167.104 billion yuan
Lithium industry leader, Tianqi Lithium owner The production, processing and sales of lithium concentrates and lithium chemical products are one of the largest enterprises in China in terms of lithium production and sales.The main products are lithium ore, lithium compounds and derivatives. As one of the few companies in the world that simultaneously deploy high-quality lithium mines and salt lake brine resources, it has a total production capacity of about 44,800 tons/year of lithium chemical products, and another 48,000 Projects under construction with ton/year of lithium hydroxide and 20,000 tons/year of battery-grade lithium carbonate,
previous mergers and acquisitions have placed a heavy burden on Tianqi Lithium, but with Tianqi Lithium’s The work of reducing debt and reducing leverage continues to advance, and the high prosperity of the lithium industry continues. The global high-quality lithium mines and lithium salt resources previously deployed ushered in the harvest period, and the performance turned around smoothly. The recent price-to-book ratio reached 36.36 times, far exceeding . Ganfeng Lithium , soaring 300% in more than 4 months! In addition, the price of lithium compound is still rising in the second half of the year, and it is expected to usher in the harvest period.
Juneyao Airlines : half-yearly reported net profit was 102 million yuan, and the net profit in the second quarter increased by 306.80% year-on-year. The total market value was 30.475 billion yuan.
is one of the leading private aviation companies. Known as the "Three Outstanding Civil Aviation" with Spring and Autumn and China, Juneyao Airlines is mainly engaged in air passenger and cargo transportation. It focuses on Shanghai and actively develops Nanjing as an auxiliary base. It operates 75 A320 series aircraft and 6 B787 series aircraft. ; In addition, Jiuyuan Airlines, a holding subsidiary, operates 22 B737 series aircraft (mainly based in Guangzhou), focusing on the low-cost aviation market.
The aircraft currently introduced are all new aircraft. From the data point of view, the total transportation turnover, passenger, cargo and mail turnover and other operational indicators have increased year by year from 2017 to 2019, with a compound annual growth rate of 13.28%. , 12.63% and 23.33%, previously affected by the domestic and foreign situation, customer demand plummeted, and the number of flights was significantly reduced. With the rapid recovery of operations in the first half of the year, the net profit realized a turnaround.In August, it is also scheduled to raise 3.5 billion yuan to introduce A320 series aircraft.
Yutong Bus : half-yearly reported net profit was 145 million yuan, and the net profit in the second quarter increased by 24.16% year-on-year, with a total market value of 28.214 billion yuan
domestic large As the leader of span32span, Yutong Bus is mainly engaged in the production and sales of passenger cars, providing automobile maintenance services, and city-county route-setting tourist passenger transport services. It is one of the mainstream international bus suppliers, the largest domestic bus industry market share, and the only Chinese bus brand that has won the " red dot award ".
In the first half of the year, Yutong Bus accounted for 58.2% of large and medium-sized highway buses, 21.7% of the public transport sector, and 61.8% of the school bus sector. It has a significant advantage in market segments and covers Europe in overseas markets. In the six regions, a total of more than 78,000 passenger cars of various types have been exported. At present, Yutong Bus maintains a relatively high R&D investment in the industry and focuses on the research of fuel cell technology and "three power" technologies. The performance in the second half of the year is expected to maintain upward flexibility.
BTG Hotel : half-yearly reported net profit was 65 million yuan, and net profit in the second quarter increased by 246.19% year-on-year, with a total market value of 25.436 billion yuan
and Jinjiang and Huazhu Also known as the three leading hotel groups, the main business of BTG Hotel is hotel operation, hotel management, and scenic spot operation. In the past, it relied on the excellent product model, deep development background and blessing of the group's resources to maintain a competitive advantage in the market, but the layout in the mid-to-high-end market was lacking, and the product matrix was partially missing.
Since 2018, we will continue to expand the target market and increase the promotion of mid-to-high-end hotel brands. In the first half of the year, the number of newly opened stores reached 508, an increase of 103% over the same period last year, and the number of reserved stores reached 1,599, of which mid-to-high-end hotels accounted for more than 40%. This is in line with the domestic hotel consumption upgrade trend. From the data point of view, the second quarter Among them, high-end products accounted for 46% of revenue, a record high.
National Technology: The half-yearly reported net profit was 43 million yuan, and the net profit in the second quarter increased by 387.83% year-on-year, and the total market value was 18.876 billion yuan
information security leader, national technology_ span32span is mainly engaged in integrated circuits and lithium battery anode materials. Its main products include security chip and communication chips. Regarding lithium battery anode materials, its subsidiary Snow Industry has a graphite production capacity of 10,000 tons. After three years of business layout, the harvest period is finally ushered in. The recent mass production of general-purpose MCU chip products has boosted the stock price; 273 million yuan is an order in the field of integrated circuits, and 118 million yuan is an order in the field of new energy anode materials. The proportion of MCU chip products has increased from 14% in 20 years to more than 65% this year. The contribution has increased significantly. At the beginning of August, it signed a total of 34.924 million US dollars wafer purchase orders with and TSMC .
Leo shares : The semi-annual report net profit was 934 million yuan, and the net profit of the second quarter single quarter increased by 729.56% year-on-year.The total market value is 18.306 billion yuan
One of the leaders in the domestic water pump industry, Leo's main machinery manufacturing business and digital marketing business, is a group organization with multiple businesses of "manufacturing + marketing + investment".
's machinery manufacturing products are mainly engaged in pumps, garden machinery, and plant protection machinery; digital marketing services cover marketing strategies and creativity, social marketing, precision marketing, etc., and invest in business deployment in emerging industries, such as investment in and ideal cars. It has made a lot of profits, and is currently deploying short video and AI marketing foresight in digital marketing. In the manufacturing sector, it has increased market development and technological innovation to consolidate its leading position in pump machinery manufacturing. The investment business continues to enter the harvest period, and the troika is in full swing.
Zhongke Star Chart : The semi-annual report net profit was 17 million yuan, and the net profit in the second quarter increased by 64.88% year-on-year, and the total market value was 16.25 billion yuan
Digital Earth_ The leader of span32span, Zhongke Starmap is mainly engaged in providing digital earth products and technology development services. It is the earliest domestic enterprise engaged in the research and development and industrialization of digital earth products. Its main products are GEOVIS technology development and services, GEOVIS all-in-one product sales, and system integration. . Zhongke Star Atlas is featured in special fields and has mastered a large number of core technologies in the digital earth field.
's digital earth application software platform carries and integrates spatial information from various industries and expands industry applications. It can be applied to special digital earth and natural resources. Digital Earth, Traffic Digital Earth, Meteorological Digital Earth and other four major application software fields. With foreign software occupying the mainstream domestic remote sensing image processing software market, as a leading domestic remote sensing industry service provider, the industry is expected to continue to maintain a rapid growth trend.
Sansheng Guojian : The half-yearly reported net profit is 22 million yuan,Net profit in the second quarter increased by 25.82% year-on-year, with a total market value of 12.46 billion yuan
domestic antibody drug one of the leading companies in the R&D, production and sales of antibody drugs by Sansheng Guojian, which is the first batch of focus in China An innovative biopharmaceutical company specializing in antibody drugs. The main products are Yisaipu (applied to rheumatoid arthritis , ankylosing spondylitis and psoriasis), genipapar, and Sepprotin. Sansheng Guojian is also continuously improving its layout in the fields of oncology, autoimmune and ophthalmology. Although Septim is expected to inject growth momentum into the market, Yisaipu will return to the market with the approval of prefilled needles. increase. In May, it completed the 10 million yuan C round of financing for Qiguang Dejian. In the future, it can obtain the right of first-hand purchase of related products. Some institutions believe that Sansheng Guojian is expected to become a large biopharmaceutical platform with a complete range of products and strong strength in the future.
Luxin Ventures : The semi-annual report net profit was 199 million yuan, and the net profit in the second quarter increased by 290.59% year-on-year, with a total market value of 11.672 billion yuan
One of the invested institutions, Luxin Ventures is mainly engaged in venture capital business, and has a business model parallel to the operation of abrasives industry. It is one of the A-share pure investment venture capital stocks . It is the largest in Shandong Province and the domestic An influential venture capital institution. Its subsidiaries are involved in multiple financial fields such as trust, brokerage, venture capital, and banking.
Luxin Ventures has a wealth of project reserves. There are currently 164 projects under investment, with a paid-in investment of 8.744 billion yuan.As of the end of June 21, there were 21 domestic A-share listed companies, 2 Hong Kong H-share listed companies, and 16 NEEQ listed companies. Four of them were selected as the NEEQ innovation layer. Generally recognized.
Hymex: half-yearly reported net profit of 33 million yuan, a single quarter net profit in the second quarter increased by 7.93% year-on-year, with a total market value of 10.486 billion yuan
integrated laser and automation solutions provided
's products include power battery laser and automation equipment, general laser and automation equipment, display and brittle material precision Laser and automation equipment. At present, it has formed a strong advantage in the comprehensive application of laser, automation and intelligence. It is a major domestic power battery equipment supplier and cooperates with customers such as Apple, , Huawei , , Ningde Times and other industry leaders. With the new round of expansion cycle of new energy power battery manufacturers, they are expected to surpass the industry growth rate and increase their performance.
The code word is not easy, friends who find the article helpful can share and like , thank you! Welcome to follow and watch financial hotspots every day
Investment is risky, and you need to be cautious when entering the market. Let us be friends of time and enjoy the benefits of value investment. You can click the favorites for easy checking in the future. Your support is the driving force of our creation
What are your views on the recent stock market trends? Readers are welcome to comment in the comment section below.
.
