In the first half of 2021, most of the global major market indexes rose, the commodity market was hot, and the A-share ChiNext Index hit a new high in the past six years, ranking among the top in the increase.
The market value of listed companies has risen. According to statistics from 21 Data News Laboratory, as of June 30, 2021, there were 7,974 listed Chinese companies listed on 15 major exchanges around the world, including Shanghai, Shenzhen, Hong Kong, New York, etc. (excluding delisted companies), an increase of 232 from the beginning of this year. The total market value was 148.6 trillion yuan (RMB, the same below), an increase of 8.8% from 136.59 trillion yuan at the beginning of the year.
At the same time, there are 13 companies with a trillion-dollar market value. On May 31, CATL (300750.SZ) jumped into the "trillion club" of market value, becoming the first company in the ChiNext to have a market value of over one trillion yuan.
head effect: 13 companies with trillion-dollar market value,
CATL is the first in the GEM
The changes in the leading companies often contain the trend password for economic development.
According to statistics from 21 Data News Laboratory, as of June 30, 2021, the top 500 companies (one-click query for the latest top 500 list: Who are the leaders in each region and industry?) have a total market value of 98.78 trillion yuan, an increase of about 6% compared with the beginning of the year, contributing 66.48% of the market value of all Chinese companies. : There are 254 companies with a market value of 100 billion yuan, and 13 companies with a market value of over 11 billion yuan.
Compared with the beginning of the year, technology and finance industries are still the big ones among companies with a trillion-dollar market value. Tencent Holdings (0700.HK), Alibaba (BABA.N/9988.HK), and TSMC (2330.TW/TSM.N) still rank among the top three in the market value list, and their advantages are gradually expanding. Tencent and Alibaba are also among the top 10 global market value.
It is worth mentioning that Tesla set off a new energy vehicle boom. , which has been promoted to go public for only three years, entered the trillion-dollar club in the first half of the year, becoming the first company on the GEM with a market value of over trillion-dollar.
In addition, the market value of China Ping An and Pinduoduo has declined by more than 20%. There are 254 companies with a market value of 100 billion yuan, and information technology, large consumption, electronics, new energy and other industries account for half of the market value of 100 billion yuan. Ten years ago, at the end of 2010, the 68 companies with a market value of 100 billion yuan were still state-owned enterprises in the industries such as finance, petroleum and petrochemicals, communications, coal, and nonferrous metals. This is also the best portrayal of the continuous development of my country's capital market, the alternation of new and old industries, and the rise of the private economy.
From the overall perspective of the top 500 companies, there are 296 A-share companies, accounting for nearly 60%, of which 37 GEM companies have. Thanks to the sharp rise in the GEM index in the first half of the year, the market value of 9 GEM companies increased by more than 50%. However, several leading stocks such as Wen's Co., Ltd., Jinlongyu, Wenjian Medical fell by more than 20%. The threshold for entering the top
500 list has reached new highs. This year's "goalkeeper" is Zhihu (ZH.N), which was only listed in March, with a market value of 49.187 billion yuan. The shortlisted threshold is 4.7 billion yuan higher than the beginning of the year, an increase of 230% compared with 2010. There are 17 companies listed on the
list this year, mainly Internet technology companies, such as Kuaishou, Zhihu, BOSS Direct Recruitment, and beauty care companies with new consumer trends such as Betteni and Angel of Times.
In addition, 43 companies rose to the list, with more companies such as electronics, chemicals, and pharmaceuticals. Among the 60 companies that have exited
, 11 of the pharmaceutical and biological industries account for, all of which are the sharp rises last year and are now falling. For example, Yingke Medical (300677.SZ), the best stock price rose 14 times last year, fell by 24% in the first half of this year, and its market value ranking fell by 162 places.
Industrial changes: "Innovative technology" and "independent consumption" rise
Internet consumption blooms
The industry changes of the top 500 companies in China's market value can also see the context and trends of the country's economic structure and industrial development. 21 Data News Laboratory noticed that in the past decade, "innovative technology" and "independent consumption" have become the two main lines of rise.
Internet retail boosts the technology wave
If you look at the market value of 500 for ten years in a row, it is not difficult to find that the financial sector dominated by banks is still strong, but its weight is gradually declining. In the fields of technology such as electronics and information technology, both in terms of number of lists and market value, it has achieved a significant leap.
Back to the end of 2010, there were only 54 companies with a market value of 100 billion in the information technology industry, including Tencent, Hon Hai, Baidu, and MediaTek. In the first half of 2021, most of the global major market indexes rose, the commodity market was hot, and the A-share ChiNext Index hit a new high in the past six years, ranking among the top in the increase. The market value of listed companies has risen. According to statistics from 21 Data News Laboratory, as of June 30, 2021, there were 7,974 listed Chinese companies listed on 15 major exchanges around the world, including Shanghai, Shenzhen, Hong Kong, New York, etc. (excluding delisted companies), an increase of 232 from the beginning of this year. The total market value was 148.6 trillion yuan (RMB, the same below), an increase of 8.8% from 136.59 trillion yuan at the beginning of the year. At the same time, there are 13 companies with a trillion-dollar market value. On May 31, CATL (300750.SZ) jumped into the "trillion club" of market value, becoming the first company in the ChiNext to have a market value of over one trillion yuan. The changes in the leading companies often contain the trend password for economic development. According to statistics from 21 Data News Laboratory, as of June 30, 2021, the top 500 companies (one-click query for the latest top 500 list: Who are the leaders in each region and industry?) have a total market value of 98.78 trillion yuan, an increase of about 6% compared with the beginning of the year, contributing 66.48% of the market value of all Chinese companies. : There are 254 companies with a market value of 100 billion yuan, and 13 companies with a market value of over 11 billion yuan. Compared with the beginning of the year, technology and finance industries are still the big ones among companies with a trillion-dollar market value. Tencent Holdings (0700.HK), Alibaba (BABA.N/9988.HK), and TSMC (2330.TW/TSM.N) still rank among the top three in the market value list, and their advantages are gradually expanding. Tencent and Alibaba are also among the top 10 global market value. It is worth mentioning that Tesla set off a new energy vehicle boom. , which has been promoted to go public for only three years, entered the trillion-dollar club in the first half of the year, becoming the first company on the GEM with a market value of over trillion-dollar. In addition, the market value of China Ping An and Pinduoduo has declined by more than 20%. There are 254 companies with a market value of 100 billion yuan, and information technology, large consumption, electronics, new energy and other industries account for half of the market value of 100 billion yuan. Ten years ago, at the end of 2010, the 68 companies with a market value of 100 billion yuan were still state-owned enterprises in the industries such as finance, petroleum and petrochemicals, communications, coal, and nonferrous metals. This is also the best portrayal of the continuous development of my country's capital market, the alternation of new and old industries, and the rise of the private economy. From the overall perspective of the top 500 companies, there are 296 A-share companies, accounting for nearly 60%, of which 37 GEM companies have. Thanks to the sharp rise in the GEM index in the first half of the year, the market value of 9 GEM companies increased by more than 50%. However, several leading stocks such as Wen's Co., Ltd., Jinlongyu, Wenjian Medical fell by more than 20%. The threshold for entering the top 500 list has reached new highs. This year's "goalkeeper" is Zhihu (ZH.N), which was only listed in March, with a market value of 49.187 billion yuan. The shortlisted threshold is 4.7 billion yuan higher than the beginning of the year, an increase of 230% compared with 2010. There are 17 companies listed on the list this year, mainly Internet technology companies, such as Kuaishou, Zhihu, BOSS Direct Recruitment, and beauty care companies with new consumer trends such as Betteni and Angel of Times. In addition, 43 companies rose to the list, with more companies such as electronics, chemicals, and pharmaceuticals. Among the 60 companies that have exited , 11 of the pharmaceutical and biological industries account for, all of which are the sharp rises last year and are now falling. For example, Yingke Medical (300677.SZ), the best stock price rose 14 times last year, fell by 24% in the first half of this year, and its market value ranking fell by 162 places. The industry changes of the top 500 companies in China's market value can also see the context and trends of the country's economic structure and industrial development. 21 Data News Laboratory noticed that in the past decade, "innovative technology" and "independent consumption" have become the two main lines of rise. If you look at the market value of 500 for ten years in a row, it is not difficult to find that the financial sector dominated by banks is still strong, but its weight is gradually declining. In the fields of technology such as electronics and information technology, both in terms of number of lists and market value, it has achieved a significant leap. Back to the end of 2010, there were only 54 companies with a market value of 100 billion in the information technology industry, including Tencent, Hon Hai, Baidu, and MediaTek.Now the list of 100 billion market value has expanded to 20 companies. In addition to these 4 companies, there are many familiar celebrity companies such as Alibaba , Meituan , Pinduoduo, JD , Kuaishou, Xiaomi , Netease, etc. The rise of companies such as Tencent, Alibaba, Meituan, and JD.com is not only a microcosm of the booming development of Internet technology, but also reflects that more and more private enterprises are beginning to come into the spotlight and enter people's vision. According to National Bureau of Statistics data, from January to May, the national online retail sales were 4823.9 billion yuan, a year-on-year increase of 24.7%, and an average increase of 14.2% in two years. With the onlineization of transactions, the Internet ecosystem related to personal consumption has gradually emerged. The intelligent freight platform Manbang Group and the fresh new retail platform Dingdong Maicai were listed in June this year, becoming a newcomer with the top 500 market capitalization. At the same time, Internet giants are constantly seeking development in new fields, and Alibaba Health, JD Logistics , JD Health , Tencent Music and others have appeared on the top 500 list. . Against the background of population aging, coupled with the sudden outbreak of the epidemic, the pharmaceutical economy as a necessity has continued to rise, and the attention of the entire industrial chain has further increased. 21 Data News Laboratory statistics found that since the outbreak of the epidemic in early 2020, the pharmaceutical and biological industry has added 12 new companies with market value of the top 500 companies, an increase of 18 compared with ten years ago. The market value of innovative vaccine leaders such as Zhifei Bio, CanSino , and Kangtai Bio have successively exceeded 100 billion. In addition to vaccines, innovation is another main line. For example, Mindray Medical (300760.SZ), the leader in innovative devices listed on the GEM at the end of 2018, surpassed the 500 billion market value mark in 2020, and surpassed the Hengrui Medicine this year and became the current market value king in the pharmaceutical industry; the CRO/CDMO (CXO) leaders WuXi AppTec and WuXi Biologics, which followed closely behind, have increased by about 100 billion in just half a year. In addition, the upgrade of healthy consumption has promoted the development of chain medical services and high-end consumption of traditional Chinese medicine. The "Yao Mao" Pianzihuang (600436.SH), which became popular in the early stage, has increased its market value by 67.58% since the beginning of this year, ranking among the top 100. To a certain extent, its consumption attributes are stronger than pharmaceutical attributes. Economic data shows that my country's per capita GDP head effect: 13 companies with trillion-dollar market value,
CATL is the first in the GEM
Industrial changes: "Innovative technology" and "independent consumption" rise
Internet consumption blooms
Internet retail boosts the technology wave
Big health has emerged, and the pharmaceutical industry has soared by 18 top 500 in ten years.
consumption upgrade drives the "food" power to bloom, Moutai tops the global beverage market value king
According to statistics from 21 Data News Laboratory, at least 150 food and beverage companies in my country have been listed, with a total market value of more than 9 trillion yuan , accounting for 30 seats in the latest top 500 list, an increase of 2/3 compared with 18 companies ten years ago.
is the most representative of Kweichow Moutai (600519.SH). At the end of the last century, Kweichow Moutai had a market value of only 10 billion yuan, with an annual revenue of less than 1 billion yuan. Now it has a annual revenue of nearly 100 billion yuan, with a market value of more than 2.5 trillion yuan, ranking fourth among Chinese companies and won the global market value champion of the food and beverage industry.
While world-class brands such as Kweichow Moutai, Wuliangye, and Haitian Flavor Industry emerged, a number of emerging food and beverage brands have also begun to emerge.
As the main force in innovation in new tea drinks, Naixue’s Tea entered the capital market less than 6 years after its establishment. Its market value reached 24.4 billion yuan on the first day of its listing, ranking 972nd in the country. In addition, new tea brands such as Heytea, Mixue Bingcheng, and Chayan Yuese have also been rumored to be listed in the capital market.
However, since the beginning of this year, the valuation level of non-liquor companies in the food and beverage sector has been downwardly lower than the January high. The valuation of alcohol has experienced a relatively obvious correction in the first quarter and has begun to gradually recover recently. The market value of most companies has also declined.
CICC believes that from the second half of 2021 to 2022, as a "pure domestic demand" sector, the fundamental trend of food and beverages is optimistic, and the industry is expected to benefit from the trend of consumption upgrading in the long run.
appearance economy is at the forefront, and the market value of "Women's Moutai" doubled in half a year
consumption upgrade trend, the appearance economy has begun to explode.
21st Century Innovation Capital Research Institute found based on the data provided by Qixinbao that in the past decade, the beauty economy track has attracted more than 1.3 trillion yuan in financing, and there have been no less than 5,000 financing, IPOs, and mergers and acquisitions.
Even in 2019 and 2020, when financing has cooled down, it has ushered in a wave of listings for good-looking economic enterprises. Huaxi Biologics (688363.SH), which landed on Science and Technology Innovation Board at the end of 2019, started its journey to the top 500 as soon as it was launched, and its market value has quadrupled in less than two years.
2021, the concept of medical beauty is undoubtedly one of the hot concepts in the capital market. Wind data shows that the A-share medical beauty sector rose 52.19% in the first half of the year, far ahead of nearly 200 popular concepts. The market value of leading companies such as Aimeike (300896.SZ), Huaxi Biology, and Bettani (300957.SZ) exceeded 100 billion yuan.
It is worth noting that since the "Women's Moutai" Aimeike has been rising since its listing on the GEM in September 2020, it once exceeded 1,300 yuan per share, becoming the third A-share 1,000 yuan stock after Kweichow Moutai and Stone Technology, and is in the limelight.
The myth of medical beauty is still ongoing. On June 16, the "first stock of medical beauty dentistry" Era Angel (6699.HK), was listed in Hong Kong, and it rose 131.79% on the first day of its listing. It joined Betani, who mainly operates the "Winona" brand, and entered the top 500 market value list in the first half of the year.
500 resource-based companies have shrunk significantly in ten years, and carbon neutrality has increased to "added" vitality
In comparison, typical resource-based industries such as coal, non-ferrous metals, petroleum and petrochemicals have a much worse influence in the A-share market than ten years ago.
21 Data News Laboratory statistics show that among the top 500 companies in the market value, the coal industry has dropped from 21 to 4 at the end of 2010; the non-ferrous metals industry has dropped from 29 to 11; and the petroleum and petrochemical industry has dropped to 5.
For example, China Coal Energy (601898.SH), the former leader in coal value of 100 billion yuan, reached 141.8 billion at the end of 2010, ranking 35th at that time, and now it has shrunk to 81.3 billion, ranking outside the 300th place.
Another example is Jinmolybdenum Co., Ltd. (601958.SH) in the non-ferrous metals industry. Its market value was still in the top 100 ten years ago, but now its market value has shrunk by 70%, and there is no one in the top 1,000.
However, this year, due to economic recovery and re-inflation expectations, coupled with the supply-side structural reform under the carbon neutrality policy, resource-based industries have attracted more attention in the capital market, and their market value has rebounded significantly, with 2 new seats in the Fortune 500 companies. For example, Yanzhou Coal (600188.SH) rose 160 places to return to the top 500; Hesheng Silicon (603260.SH) even raised from 695 places at the beginning of the year to 312 places.
2021 Full list of the top 500 listed companies in the first half of 2021:
(Statement: The content of the article is for reference only and does not constitute investment advice. Investors act on this basis at their own risk.)
If there are any data errors and omissions, please contact:
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Scheme: Jia Xiaoming
Content coordination: Ding Qingyun Tan Ting
Design coordination: Zeng Tingfang
Text Case: Xie Zhen Zhang Nan
Data processing: Xie Zhen Zhang Nan Wu Yushan
Design animation: Wang Bing Li Yijun
Review Proofreading: Qiang Yan Hu Xiaoling
For more content, please download 21 Finance APP
Even in 2019 and 2020, when financing has cooled down, it has ushered in a wave of listings for good-looking economic enterprises. Huaxi Biologics (688363.SH), which landed on Science and Technology Innovation Board at the end of 2019, started its journey to the top 500 as soon as it was launched, and its market value has quadrupled in less than two years.
2021, the concept of medical beauty is undoubtedly one of the hot concepts in the capital market. Wind data shows that the A-share medical beauty sector rose 52.19% in the first half of the year, far ahead of nearly 200 popular concepts. The market value of leading companies such as Aimeike (300896.SZ), Huaxi Biology, and Bettani (300957.SZ) exceeded 100 billion yuan.
It is worth noting that since the "Women's Moutai" Aimeike has been rising since its listing on the GEM in September 2020, it once exceeded 1,300 yuan per share, becoming the third A-share 1,000 yuan stock after Kweichow Moutai and Stone Technology, and is in the limelight.
The myth of medical beauty is still ongoing. On June 16, the "first stock of medical beauty dentistry" Era Angel (6699.HK), was listed in Hong Kong, and it rose 131.79% on the first day of its listing. It joined Betani, who mainly operates the "Winona" brand, and entered the top 500 market value list in the first half of the year.
500 resource-based companies have shrunk significantly in ten years, and carbon neutrality has increased to "added" vitality
In comparison, typical resource-based industries such as coal, non-ferrous metals, petroleum and petrochemicals have a much worse influence in the A-share market than ten years ago.
21 Data News Laboratory statistics show that among the top 500 companies in the market value, the coal industry has dropped from 21 to 4 at the end of 2010; the non-ferrous metals industry has dropped from 29 to 11; and the petroleum and petrochemical industry has dropped to 5.
For example, China Coal Energy (601898.SH), the former leader in coal value of 100 billion yuan, reached 141.8 billion at the end of 2010, ranking 35th at that time, and now it has shrunk to 81.3 billion, ranking outside the 300th place.
Another example is Jinmolybdenum Co., Ltd. (601958.SH) in the non-ferrous metals industry. Its market value was still in the top 100 ten years ago, but now its market value has shrunk by 70%, and there is no one in the top 1,000.
However, this year, due to economic recovery and re-inflation expectations, coupled with the supply-side structural reform under the carbon neutrality policy, resource-based industries have attracted more attention in the capital market, and their market value has rebounded significantly, with 2 new seats in the Fortune 500 companies. For example, Yanzhou Coal (600188.SH) rose 160 places to return to the top 500; Hesheng Silicon (603260.SH) even raised from 695 places at the beginning of the year to 312 places.
2021 Full list of the top 500 listed companies in the first half of 2021:
(Statement: The content of the article is for reference only and does not constitute investment advice. Investors act on this basis at their own risk.)
If there are any data errors and omissions, please contact:
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Scheme: Jia Xiaoming
Content coordination: Ding Qingyun Tan Ting
Design coordination: Zeng Tingfang
Text Case: Xie Zhen Zhang Nan
Data processing: Xie Zhen Zhang Nan Wu Yushan
Design animation: Wang Bing Li Yijun
Review Proofreading: Qiang Yan Hu Xiaoling
For more content, please download 21 Finance APP
