[Abstract] MGI, Tongxingbao, Jiahua Holdings, and Liant Technology purchased new shares today; recommendations from the Political Bureau meeting of the CPC Central Committee The 20th National Congress of the Communist Party of China was held in Beijing on October 16 Xi Jinping presided over the meeting; the central bank publicly solicited opinions on the "Measures for the Administration of Related Transactions of Financial Holding Companies (Draft for Comment)"; the Ministry of Finance: the next step will be to increase macro policy adjustment and plan incremental policy tools; the Ministry of Water Resources and other four departments will work together to promote Construction of large-scale water supply projects in rural areas; comprehensive implementation in Shandong Commercial housing "inspects the house first and then closes it"; the power supply in Sichuan and Chongqing has returned to normal; Buffett reduced his holdings of BYD H shares for the first time in 14 years and cashed out more than HK$300 million; the quarterly adjustment of the MSCI China Index will take effect on September 1; the three major US stocks Stock indexes fell collectively, with the Nasdaq falling more than 1%.
Overnight external market
On Tuesday (August 30) Eastern Time, the major U.S. stock indexes fell for the third consecutive time. The S&P 500 fell 1.1% to 3986.16 points; the Dow fell 0.96% to 31790.87 points; the Nasdaq fell 1.12% to 11883.14 points. On the market, large technology stocks fell across the board, energy stocks were weak, and most Chinese concept stocks fell. AMTD Digital fell more than 24%, and Dingdong Maicai fell more than 14%.
Europe's three major indexes were mixed. As of the close, Britain's FTSE 100 index fell 0.88%, France's CAC40 index fell 0.19%, and Germany's DAX30 index rose 0.53%.
Hot Spots
1. The Political Bureau of the CPC Central Committee recommended that the 20th National Congress of the Communist Party of China be held in Beijing on October 16 under the chairmanship of Xi Jinping.
The Political Bureau of the CPC Central Committee held a meeting on August 30 to study the 19th Central Committee of the Communist Party of China. Preparations for the Seventh Plenary Session of the Committee and the 20th National Congress of the Communist Party of China. Xi Jinping, General Secretary of the CPC Central Committee, presided over the meeting. The
meeting decided that the Seventh Plenary Session of the 19th Central Committee of the Communist Party of China will be held in Beijing on October 9, 2022. The Political Bureau of the CPC Central Committee will recommend to the Seventh Plenary Session of the 19th CPC Central Committee that the 20th National Congress of the Communist Party of China be held in Beijing on October 16, 2022.
2. The People's Bank of China publicly solicits opinions on the "Measures for the Administration of Related Transactions of Financial Holding Companies (Draft for Comments)"
The People's Bank of China publicly solicits opinions on the "Measures for the Administration of Related Transactions of Financial Holding Companies (Draft for Comments)". The draft for comments proposes that financial holding companies should establish and improve related-party transaction management, reporting and disclosure systems, strengthen the management of related-party transactions at the financial holding company's own level and affiliated institutions, intra-group transactions and the group's external related-party transactions, and improve the group's risk management and internal control levels. . The financial holding company assumes the main responsibility for the management of related transactions of the financial holding group, and in accordance with the principle of substance over form and penetration, accurately, comprehensively and timely identifies related parties and related transactions, and promotes the standardized conduct of related transactions of the entire financial holding group.
3. Ministry of Finance: The next step will be to increase macroeconomic policy adjustments and plan for incremental policy tools.
The Ministry of Finance released a report on the implementation of China’s fiscal policies in the first half of the year and pointed out that the next step will be to conscientiously implement the decisions and arrangements of the Party Central Committee and the State Council, and adhere to the principle of stability. Take the lead and strive for progress while maintaining stability. We must prevent the epidemic, stabilize the economy, and develop To meet the requirements of safe development, efficiently coordinate epidemic prevention and control and economic and social development, coordinate development and security, intensify macro-policy adjustment, plan incremental policy tools, make arrangements in advance, speed up the pace, and timely increase efforts, and continue to do a good job in " The work of "six stability " and "six guarantees" will continue to ensure and improve people's livelihood, keep the economy operating within a reasonable range, and welcome the successful convening of the 20th National Congress of the Communist Party of China with practical actions.
4, the Ministry of Water Resources and other four departments jointly promote the construction of large-scale rural water supply projects
Recently, the Ministry of Water Resources, the National Development and Reform Commission, the Ministry of Finance, and the National Rural Revitalization Administration jointly issued a notice on accelerating the construction of large-scale rural water supply projects. The "Notice" emphasizes the need to innovate investment and financing mechanisms, and use local government special bonds, relevant agricultural-related fiscal funds and other channels in accordance with laws and regulations to support the construction of rural water supply projects.Adhere to using both hands, give full play to the role of market mechanisms, make full use of supporting policies such as project capital and financial credit, and promote the use of infrastructure to invest in trust funds (REITs), government and social capital cooperation (PPP), franchising and other models Broaden investment and financing channels. Deepen the cooperation between government, banks and enterprises, and mobilize the enthusiasm of social capital to participate in the construction and management of rural water supply projects.
5, Shandong comprehensively implements the "first inspection and then closing" system for commercial housing
The Shandong Provincial Department of Housing and Urban-Rural Development recently issued the "Notice on Comprehensive Implementation of the "First Inspection and Then Closed" System to Promote the Improvement of the Quality of Residential Project Delivery, clarifying that within the province For newly constructed commercial housing, the "house inspection first and then collection" system must be fully implemented. Other residential projects that have not yet been completed and delivered can be implemented as a reference. Also issued together with the "Notice" are the "Guidelines for "Inspecting the Houses First and Taking Over the Houses" of Newly Built Commercial Residential Properties" and "Inspection Key Points for Owners of Newly Built Commercial Residential Properties". The "Work Guide" clarifies that when commercial housing is sold, real estate development companies should inform owners of quality information disclosure, household acceptance, owner inspection and other relevant activity arrangements and owner rights.
6. Guangzhou’s second-hand residential online signings rebounded month-on-month in August
Data released by the Guangzhou Real Estate Agency Association on 30 showed that in August, Guangzhou’s second-hand residential online signings totaled 7,890 cases and 780,200 square meters, a month-on-month increase of 6.03% and 8.72% respectively. But year-on-year decreases were 7.56% and 5.05% respectively. Judging from the month-on-month situation of the online visa area in each district, except Nansha District, which dropped by 3.01%, all other districts have rebounded. The Guangzhou Real Estate Agency Association analyzed that the overall second-hand housing transactions in Guangzhou this month rebounded sharply from the previous month. The main reasons are that mortgage interest rates continue to fall, which promotes buyers with mortgage needs to enter the market. At the same time, the faster approval of mortgage loans has continued to unleash demand for improvement. In addition, the quotations of some properties for sale have been lowered or provide certain profit margins, which has increased buyers' desire to purchase.
7. The Indian minister responded to the rumor of "banning Chinese brands from selling mobile phones with a price below 1,000 yuan": no such instructions were given.
According to Jiemian News, in response to "India bans Chinese brands from selling mobile phones with a price below 12,000 rupees (approximately RMB 1,039)." "The rumors, Indian Minister of State for Electronics and Information Technology Rajeev Chandrasekhar responded that the Indian government did not give the above instructions. According to a report by the Times of India on August 30, Chandrasekhar said in an interview that the Indian government hopes that the parts supply chain of Chinese mobile phone companies can be "more transparent and open" and that they can export more. "We don't have any indication (about) squeezing them out of the market in a particular segment (sub-Rs 12,000) and I don't know where it comes from," he said.
8. The power supply in Sichuan and Chongqing has returned to normal.
According to CCTV News, we learned from the State Grid that starting from August 30, all large industries and general industry and commerce in Sichuan will resume normal power supply. Chongqing has canceled orderly electricity use and commercial electricity conservation measures. Power supply returned to normal. The power supply shortage caused by extreme high temperatures in southwest my country has been effectively alleviated, and the power supply is stable and orderly.
9, MSCI China Index quarterly adjustment will take effect on September 1st. The industry believes that domestic and foreign capital will continue to flow into A shares this yearA-shares
According to Securities Daily, MSCI (Ming Sheng)’s August index quarterly adjustment will be implemented after the market closes on August 31st. Effective date. According to historical experience, in order to reduce index tracking errors, passive funds usually adjust their positions on August 31. Since the beginning of this year, the capital market has continued to open up to the outside world, and foreign investors have also taken the initiative to increase their positions in A-shares. Data show that as of August 30, the cumulative net inflow of northbound funds was 55.542 billion yuan. Foreign investment institutions interviewed by reporters believe that northbound funds are still expected to continue net inflows during the rest of this year.
theme opportunities
1, Intelligent connected cars received policy support to accelerate the mass production of high-level autonomous driving
The Ministry of Natural Resources issued the "Notice on Promoting the Development of Intelligent Connected Vehicles and Maintaining the Security of Surveying and Mapping Geographic Information" on August 30. The notice clarified that various The manufacturing, integration, and sales of vehicle-like sensors and intelligent connected cars are not legal surveying and mapping activities.This notice further clarifies the policy environment for intelligent connected vehicles. At present, my country's research and development of key technologies for intelligent connected cars are in the global parallel stage, and a relatively complete technology chain for intelligent connected cars has been formed, including autonomous driving system integration, independent research and development of key technologies such as smart cockpit, lidar , and CV2X. All achieved breakthroughs. Ping An Securities Fu Qiang said that the improvement of my country's smart car regulations and standards system will provide solid legal protection for the innovative development of related industries, and the mass production of high-level autonomous vehicles in my country will be accelerated. Related companies include Desay SV , Jingwei Hengrun -W, etc.
2, Huawei 's first Hongmeng home storage officially announced that data storage demand continues to increase
On the 30th, Huawei terminal officially released a new product warm-up poster, which will be available in the Huawei Mate50 series and all-scenario new products in the autumn on September 6. The first Hongmeng home storage was presented at the conference. The industry speculates that this will be a device that can be used to store data for the whole family, and the space capacity will meet the needs of multiple people. With the support of Hongmeng system, Huawei's storage solution is expected to have AI, intelligent computing capabilities, and strong linkage attributes. Driven by the " east to west calculation " project, the storage demand for overall data centers, cold data lakes and other projects is expected to increase significantly. You can pay attention to Zhongke Shuguang , Tianrongxin , etc.
3, the cost of nickel and cobalt plummets, China Innovation Aviation Industry debuts OS high manganese iron lithium battery
According to reports, Xie Qiu, Vice President of China Innovation Aviation, delivered a speech on "OS High Manganese Iron Lithium Battery" at the 2022 World New Energy Vehicle Conference (WNEVC). keynote speech and announced the industry's first OS high manganese iron lithium battery. OS batteries use the first performance principle to reconstruct the cell structure and process manufacturing technology. It is the fourth packaging form after cylindrical, soft-packed, and square. It has higher energy density and higher manufacturing efficiency. , and higher space utilization. OS high manganese iron lithium battery has the following characteristics: The first is better safety. The second is to significantly reduce the amount of precious metals used, including nickel, cobalt and lithium, helping users obtain lower purchase costs under the same mileage conditions. A-share related concept stocks mainly include Chengfei Integration, Xiangtan Electrochemical , etc.
Company News
1, Buffett reduced his holdings of BYD H shares for the first time in 14 years and made more than 30 times profit
According to Hong Kong Stock Exchange equity disclosure data, Buffett's Berkshire reduced its holdings of 1.331 million BYD shares on August 24, 2022. The average price of H shares reduction was HK$277.1016 per share, involving an investment of nearly HK$370 million. After the reduction, the shareholding ratio of BYD H shares dropped to 19.92%.
Before this disclosure, Buffett had already reduced his holdings of some BYD shares. According to data from the Hong Kong Stock Exchange, on August 11, 2021, Berkshire held 225 million BYD shares, and only 218.719 million shares remained after this reduction. This means that during this period, Buffett A total of 6.281 million BYD shares were reduced. This shows that before this reduction of 1.331 million BYD shares, Buffett had already reduced his holdings of 4.95 million BYD shares. If calculated based on the average price of BYD shares from July 11 to August 24 of 283 Hong Kong dollars, this part of the holding reduction involves approximately 1.4 billion Hong Kong dollars.
This is the first time Buffett has reduced his holdings in BYD since he invested in BYD 14 years ago. In 2008, Buffett invested in BYD at HK$8 per share. Based on a rough calculation, the profit from the reduction of shares was more than 30 times.
2, Wanhua Chemical: Lower the price of MDI in China in September
Wanhua Chemical (600309) announced on the evening of August 30, since Starting from September 2022, the company's listed price of aggregated MDI in China will be 17,500 yuan/ton (a decrease of 1,000 yuan/ton from the price in August); the listing price of pure MDI will be 21,000 yuan/ton (a decrease of 1,300 yuan/ton from the price in August).
3, Baoxin Technology: signed project cooperation framework agreement Cooperation to develop perovskite solar cells
Baoxin Technology (002514) announced on the evening of August 30 that the company plans to sign a "Project Cooperation Framework Agreement" with Suzhou University Distinguished Professors and doctoral supervisors Peng Jun and Yang Xinbo to cooperate in the development of perovskite Solar cells, perovskite -silicon stacked solar cells and production equipment will promote the industrialization of perovskite photovoltaic technology and achieve mutual benefit and win-win results for both parties.
4, China Resources Double-Crane: will be entrusted with the production of Azfudine tablets
China Resources Double-Crane (600062) announced on the evening of August 30. Recently, the company learned from Real Biotechnology that Real Biotechnology has obtained the " Drug" issued by the Henan Provincial Food and Drug Administration. Production License 》B Certificate, Real Biotech is the marketing license holder, and China Resources Shuanghe is the entrusted production enterprise entrusted to produce Azivudine tablets. The company will arrange production according to the order requirements of real organisms. There is uncertainty about the number of subsequent orders and when the benefits will be realized.
5, Huahai Pharmaceutical : Plans to raise no more than 1.56 billion yuan
Huahai Pharmaceutical (600521) announced on the evening of August 30 that the company plans to raise a total of no more than 1.56 billion yuan in non-public issuance of shares, after deducting issuance expenses. It is used for preparation digital intelligent manufacturing construction projects, multi-functional production platforms for antiviral and other specialty APIs, and to supplement working capital.
6, Changhong Hi-Tech : Plans to raise no more than 1.2 billion yuan
Changhong Hi-Tech (605008) announced on the evening of August 30 that the company plans to issue no more than 85.9599 million shares to Tao Chunfeng to raise a total of no more than 1.2 billion. Yuan, after deducting issuance expenses, will be used to repay bank loans and supplement working capital.
7, Chengzhi Shares: It plans to invest 4.8 billion yuan in the construction of POE projects and ultra-high molecular weight polyethylene projects
Chengzhi Shares (000990) announced on the evening of August 30, the company In order to further expand the development space in the field of new chemical materials, it is planned to invest in the construction of POE (polyolefin elastomer) projects and ultra-high molecular weight polyethylene projects in Dongjiakou Economic Zone, Qingdao West Coast New Area through its wholly-owned subsidiary Qingdao Huaqing. The estimated investment amount They are approximately 4 billion yuan and 800 million yuan respectively.
8, Ganfeng Lithium Industry : It plans to invest no more than 3.5 billion yuan in the construction of a new lithium battery production project with an annual output of 6GWh
Ganfeng Lithium Industry (002460) announced on the evening of August 30 that Ganfeng Lithium Electricity plans to invest no more than 3.5 billion yuan. Yuan invested in the construction of a new lithium battery production project with an annual output of 6GWh. The subsidiary Ganfeng New Lithium Source plans to invest no more than 2 billion yuan in its own funds to build a project with an annual output of 2 billion small polymer lithium batteries. In addition, it is planned to increase the construction scale of Ganfeng Lithium's new lithium battery project with an annual output of 5GWh in Jiangxi Xinyu High-tech Industrial Development Zone to 10GWh, and the annual 10GWh new lithium battery technology industrial park and advanced battery research institute in Chongqing Liangjiang New District. The project construction scale will be increased to an annual output of 20GWh.
9, Haide Shares: Jointly invested with Yongtai Energy to establish an energy storage technology company
Haide Shares (000567) announced on the evening of August 30 that the company and Yongtai Energy recently signed an "Agreement on Cooperation to Establish an Energy Storage Technology Company". Jointly invest in the establishment of Beijing Detai Energy Storage Technology Co., Ltd. in Beijing, with a planned registered capital of 1 billion yuan. Detai Energy Storage will focus on investing in electrochemical energy storage projects, and promote the integration of energy storage material resources, purification and smelting, new energy storage materials, electrolyte processing, stacks, equipment R&D and manufacturing, and project integration. all-vanadium redox flow battery develops the entire industry chain in the energy storage field, providing a complete set of energy storage solutions for new energy and traditional power systems.
10, Tianhua Super Clean: The cumulative contract amount signed by the subsidiary and Chengdu Bamo is approximately 1.931 billion yuan.
Tianhua Super Clean (300390) announced on the evening of August 30, from January 1 to 8 During the period of March 30, the company's holding subsidiary Tianyi Lithium Industry and the same transaction counterparty Chengdu Bamo have signed daily operating contracts with a determinable contract amount. The cumulative amount is approximately 1.931 billion yuan (excluding tax), accounting for 20% of the company's audited business in 2021. The proportion of income exceeds 50%.
12, Bank of China : Net profit in the first half of the year was 119.924 billion yuan A year-on-year increase of 6.3%
Bank of China (601988) disclosed its semi-annual report on the evening of August 30. The company achieved operating income of 313.254 billion yuan in the first half of the year, a year-on-year increase of 3.39%; net profit was 119.924 billion yuan, a year-on-year increase of 6.30%; basic earnings per share 0.37 yuan. As of the end of June, the balance of non-performing loans was 227.232 billion yuan, the non-performing loan ratio was 21.34%, and the non-performing loan provision coverage ratio was 2183.26%. The capital adequacy ratio is 16.99%, which remains at a reasonable and sufficient level.
13, China Construction Bank: Net profit in the first half of the year was 161.642 billion yuan A year-on-year increase of 5.44%
China Construction Bank (601939) disclosed its semi-annual report on the evening of August 30. The company achieved operating income of 435.97 billion yuan in the first half of the year, a year-on-year increase of 4.72%; net profit was 161.642 billion yuan, a year-on-year increase of 5.44%; basic earnings per share was 0.65 Yuan. In the first half of the year, the company's non-performing ratio was 1.40%, down 0.02 percentage points from the end of the previous year; the capital adequacy ratio was 17.95%.
13, Tianqi Lithium : Net profit in the first half of the year was 10.328 billion yuan A year-on-year increase of 11937.16%
Tianqi Lithium (002466) disclosed its semi-annual report on the evening of August 30. The company's operating income in the first half of 2022 was 14.296 billion yuan, a year-on-year increase of 508.05%; net profit attributable to the parent company was 10.328 billion yuan, a year-on-year increase. 11937.16%; basic earnings per share is 6.99 yuan. The company plans to repurchase shares at a cost of 136 million to 200 million yuan, with the share repurchase price not exceeding 150 yuan per share. The company plans to choose an opportunity to dispose of some of the shares held by the company in the joint-stock companies Xiatungsten New Energy and SES that have been lifted.
14, Ganfeng Lithium Industry: Net profit in the first half of the year was 7.254 billion yuan A year-on-year increase of 412.02%
Ganfeng Lithium (002460) disclosed its semi-annual report on the evening of August 30. The company's operating income in the first half of 2022 was 14.444 billion yuan, a year-on-year increase of 255.38%; net profit attributable to the parent company was 7.254 billion yuan, a year-on-year increase. 412.02%; basic earnings per share is 3.60 yuan.
15, Vanke A: Net profit in the first half of the year was 12.222 billion yuan A year-on-year increase of 10.64%
Vanke A (000002) disclosed its semi-annual report on the evening of August 30. During the reporting period, the company achieved operating income of 206.92 billion yuan, a year-on-year increase of 23.82%; net profit attributable to shareholders of listed companies was 12.22 billion yuan, a year-on-year increase of 10.64%. An increase of 10.64%; basic earnings per share is 1.0514 yuan. Among them, the settlement income of real estate development business was 178.88 billion yuan, a year-on-year increase of 23.9%; the income growth rate of property services was 42.2%; the income growth rate of logistics warehousing, rental housing, commercial development and operations and other businesses (including non-consolidated items) were respectively 39.1%, 12.3% and 10.4%.
16, COSCO Shipping Holdings : Net profit in the first half of the year increased by 74.46% year-on-year COSCO Shipping Holdings (601919) disclosed its semi-annual report on the evening of August 30. The company achieved operating income of 210.785 billion yuan in the first half of the year, a year-on-year increase of 51 .36%; net profit is 64.722 billion yuan, a year-on-year increase of 74.46%; basic earnings per share is 4.04 yuan; it is planned to distribute cash dividends of 2.01 yuan per share (tax included), with a total cash dividend of approximately 32.344 billion yuan. In the first half of the year, the company's dual-brand fleet strengthened the development of cargo sources and the construction of logistics channels in Europe. Overseas warehouse distribution business in the Greece region was smoothly carried out. The freight volume of the China-Europe Land-Sea Express Line increased by 38.3% year-on-year.
20, Midea Group : Net profit in the first half of the year was 15.995 billion yuan A year-on-year increase of 6.57%
Midea Group (000333) disclosed its semi-annual report on the evening of August 30. The company's operating income in the first half of 2022 was 182.661 billion yuan, a year-on-year increase of 5.09%; net profit attributable to the parent company was 15.995 billion yuan, a year-on-year increase of 6.57% ;Basic earnings per share is 2.34 yuan.
21, China Duty Free: Net profit in the first half of the year was 3.938 billion yuan A year-on-year decrease of 26.49%
China Duty Free (601888) disclosed its semi-annual report on the evening of August 30. The company's operating income in the first half of 2022 was 27.651 billion yuan, a year-on-year decrease of 22.17%; the net profit attributable to the parent company was 3.938 billion yuan, a year-on-year decrease of 2.649 %; basic earnings per share is 2.02 yuan. Since late May, as the domestic epidemic situation has eased, especially with the resumption of work and production in Shanghai and the issuance of consumer vouchers in Hainan and other places, a series of policies to stimulate consumption and stabilize growth have been intensively introduced. Domestic inter-provincial tourism has resumed, and the company's store sales have There has been a significant recovery. Entering June, the company's sales increased significantly month-on-month, with revenue for the month increasing by 13% year-on-year.
22, SF Holding : Net profit in the first half of the year was 2.512 billion yuan A year-on-year increase of 230.61%
SF Holding (002352) disclosed its semi-annual report on the evening of August 30. The company achieved operating income of 130.064 billion yuan in the first half of the year, a year-on-year increase of 47.22%; net profit was 2.512 billion yuan, a year-on-year increase of 230.61%; basic earnings per share was 0.51 Yuan. During the reporting period, the profitability of each business segment of the company rebounded significantly year-on-year, and new businesses continued to reduce losses. In addition, compared with the same period last year, the profit of the company's supply chain and international business segments increased during this reporting period due to the newly merged performance of Kerry Logistics.
23, Air China: loss of 19.435 billion yuan in the first half of the year
Air China (601111) disclosed its semi-annual report on the evening of August 30. The company achieved operating income of 23.953 billion yuan in the first half of the year, a year-on-year decrease of 36.40%; net profit was a loss of 19.435 billion yuan, which was In the same period last year, it lost 6.786 billion yuan. In the first half of the year, passenger transportation revenue was 15.104 billion yuan, a year-on-year decrease of 15.792 billion yuan; cargo and mail transportation revenue was 6.880 billion yuan, a year-on-year increase of 2.304 billion yuan.
24, China Eastern Airlines: loss of 18.736 billion yuan in the first half of the year
China Eastern Airlines (600115) disclosed its semi-annual report on the evening of August 30. The company achieved operating income of 19.354 billion yuan in the first half of the year, a year-on-year decrease of 44.24%; net profit was a loss of 18.736 billion yuan, which was In the same period last year, the company suffered a loss of 5.208 billion yuan. In the first half of the year, affected by multiple pressures such as the impact of the epidemic, international geopolitical conflicts, and economic downturn, the domestic civil aviation industry suffered a serious impact. In particular, the epidemic broke out in the Shanghai market where the company's main base is located from mid-to-late March to the end of May. Shanghai Hongqiao, Pudong The number of passenger flights at the two major airports has dropped sharply, which has had a serious impact on the company's production and operations.
25, China Southern Airlines : Net loss in the first half of the year was 11.488 billion yuan.
China Southern Airlines (600029) disclosed its semi-annual report on the evening of August 30. During the reporting period, the company achieved operating income of 40.817 billion yuan, a year-on-year decrease of 20.86%; net loss 11.488 billion yuan, a loss of 4.688 billion yuan in the same period last year. Main business income was 39.044 billion yuan, a year-on-year decrease of 22.10%, of which passenger transport income was 26.732 billion yuan, a year-on-year decrease of 32.65%. Freight and mail revenue was 11.143 billion yuan, a year-on-year increase of 25.68%. This was mainly due to the increase in international freight unit prices, and the freight and mail revenue increased accordingly.
26, Muyuan Shares : A loss of 6.684 billion yuan in the first half of the year
Muyuan Shares (002714) disclosed its semi-annual report on the evening of August 30. The company achieved operating income of 44.268 billion yuan in the first half of 2022, a year-on-year increase of 6.57%; a loss of 6.684 billion yuan, profit in the same period last year was 9.526 billion yuan; basic earnings per share -1.28 yuan. During the reporting period, the average sales price of live pigs was at a low level. Since April 2022, pig prices have shown a rebound trend, resulting in a significant narrowing of losses in the second quarter compared with the first quarter. The net profits attributable to owners of the parent company in the first quarter and second quarter were -5.180 billion yuan and -1.503 billion yuan respectively. Entering July and August, the price of live pigs has remained fluctuating above 20 yuan/KG.
27, New Hope : Net loss in the first half of the year was 4.14 billion yuan.
New Hope (000876) disclosed its semi-annual report on the evening of August 30. During the reporting period, the company achieved operating income of 62.33 billion yuan, a year-on-year increase of 1.32%; net loss was 41.4 billion, compared with a loss of 3.415 billion yuan in the same period last year. Among them, the net profit attributable to shareholders of listed companies in the second quarter was -1.261 billion yuan, a decrease of 1.619 billion yuan from the first quarter, with a loss reduction rate of 56.22%. As the market picks up in the second half of the year and the company's production and operations further improve in all aspects, the company's performance in the second half of the year will see significant improvement.
28, Yangtze Power : Net profit in the first half of the year was 11.292 billion yuan A year-on-year increase of 31.57%
Yangtze Power (600900) disclosed its semi-annual report on the evening of August 30. The company achieved operating income of 25.388 billion yuan in the first half of the year, a year-on-year increase of 27.57%; net profit was 11.292 billion yuan, a year-on-year increase of 31.57%; basic earnings per share was 0.50 Yuan. In the first half of 2022, the company's four river basin cascade power stations generated 95.1 billion kilowatt-hours of electricity, a year-on-year increase of 33%, setting a new record high.
29, Great Wall Motors : Net profit in the first half of the year was 5.601 billion yuan A year-on-year increase of 58.72%
Great Wall Motors (601633) disclosed its semi-annual report on the evening of August 30. The company achieved operating income of 62.134 billion yuan in the first half of the year, a year-on-year increase of 0.33%; net profit was 5.601 billion yuan, a year-on-year increase of 58.72%; basic earnings per share was 0.61 Yuan.In the first half of the year, automobile production and sales were affected to a certain extent due to the epidemic, limited parts supply and logistics, and rising raw material costs. Sales volume in the first half of the year was 512,600 vehicles, a year-on-year decrease of 16.58%. Among them, overseas sales reached new highs. In the first half of the year, overseas sales were 68,400 vehicles, a year-on-year increase of 11.14%.
30, Changan Automobile : Net profit in the first half of the year was 5.858 billion yuan A year-on-year increase of 238.74%
Changan Automobile (000625) disclosed its semi-annual report on the evening of August 30. The company achieved operating income of 56.574 billion yuan in the first half of the year, a year-on-year decrease of 0.37%; net profit was 5.858 billion yuan, a year-on-year increase of 238.74%; basic earnings per share was 0.60 Yuan. In the first half of the year, sales of 1.126 million vehicles were achieved, 0.3 percentage points better than the industry last year. Among them, the company's new energy vehicle sales reached 90,000 vehicles, a year-on-year increase of over 140%, and the growth rate was 26.3 percentage points faster than the new energy vehicle industry.
31, Gujing Gongjiu: Net profit in the first half of the year was 1.919 billion yuan A year-on-year increase of 39.17%
Gujing Gongjiu (000596) disclosed its semi-annual report on the evening of August 30. The company's operating income in the first half of 2022 was 9.002 billion yuan, a year-on-year increase of 28.46%; the net profit attributable to the parent company was 1.919 billion yuan, a year-on-year increase of 3.917 %; basic earnings per share is 3.63 yuan.
financial calendar
