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Under the influence of the epidemic in the first half of the year, the growth rate of revenue and net profit of A shares slowed down, and some industries still showed resilient counter-trend growth in the second quarter.
Securities Times ·Databao's "A-share Irrigation Season" series, launching the "A-share Growth List" in this issue, and releasing the "2022 A-share Semi-Annual Report Profitability Growth Ranking", "2022 A-share Semi-Annual Report Revenue Year-on-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-Year-Over-
In the first half of 2022, the growth ability of A-share listed companies was affected to a certain extent. According to statistics from Databao, the year-on-year growth rate of A-share companies' revenue and net profit slowed down. In the first half of the year, all A-share companies' operating income increased by 9.24% year-on-year, and net profit increased by 3.19% year-on-year.
Profitability Growth List: Lithium battery Photovoltaic Profits increased significantly in the first half of the year
Comparison between the profitability of listed companies should not only consider the overall situation of their industry, but also the growth of the listed company itself. According to the following standards, Databao releases the "2022 A-share Semi-Annual Report Profit Achievement Ranking" based on the following standards, based on the increase in net profit excluding non-recurring items in the 2022 semi-annual report.
1, the net profit excluding non-recurring items in the semi-annual report of 2022 is higher than the average of the sub-industry, and the average of the sub-industry is positive, indicating that the company's profitability is higher than the average of the industry, and the overall industry in the first half of the year is in a profitable state.
2. The net profit of non-recurring items in the 2021 semi-annual report will not be negative. Excluding the value of the increase distortion due to the turnover of losses into profits.
3. The net profit in the second quarter of 2022 increased positively from the first quarter, indicating that the company's profitability growth is sustainable.
list shows that Tianqi Lithium has a growth rate of 47868.08%, and the company's non-net profit increased from 19 million yuan in the first half of 2021 to 9.261 billion yuan, and in terms of net profit growth of non-net profit, it is also in the top two on the list, becoming the veritable profit growth list in the first half of 2022. In addition, the company's net profit excluding non-operating items reached 6.447 billion yuan in the second quarter, exceeding the CATL with a market value of one trillion yuan, becoming the new energy stock with the most profitable in a single quarter.
In recent years, the country has continued to introduce various policies to support the new energy vehicle industry. As the core of the development of new energy vehicle technology, lithium-ion power batteries have become one of the most promising investment areas at present. Including Tianqi Lithium, there are also multiple lithium battery concept stocks on the list of this growth list, including Ganfeng Lithium , Yanhu Shares, Tianhua Super Clean, Shengxin Lithium Energy , etc. The net value of these companies' non-net profit growth in the first half of 2022 was above 2.5 billion yuan.
From the perspective of net profit growth in non-net profit, the top ten net value growth in the list are concentrated in the two fields of lithium battery and photovoltaics. In addition to lithium batteries, photovoltaic stocks are also the darling of market funds in the first half of the year. According to statistics from Databao, since April 1, photovoltaic equipment stocks have risen by an average of 37.71%, leading all industries. On the list, Tongwei Co., Ltd. 2022 semi-annual report net profit excluding non-operating items increased by 9.498 billion yuan year-on-year, with a net increase of higher than days Qi Lithium Industry . Others include Daquan Energy and TBE , which are the top growth.
In addition to new energy, semiconductor stocks have the largest number of companies on the list, with China Micro Company , Shengmei Shanghai, Nasda , and Fudan Microelectronic 4 companies on the list. With the acceleration of the localization process of the semiconductor industry chain, companies in the industry are gradually moving towards a profit period, and listed companies with strong scientific and technological innovation capabilities will take the lead in benefiting. The R&D expenses of the 2021 annual reports and 2022 semi-annual reports of the four companies on the list achieved double-digit year-on-year growth, and their R&D strength was strong; among them, China Micro Company 's R&D expenses increased by more than 80% year-on-year in the first half of the year, and its non-net profit growth rate is also ranked first in the industry.
Revenue growth list: Antigen detection concept stocks gathered together, top and runner-up
Changes in operating income reflect the company's business development status. Compared with the first half of 2021, the number of companies with revenue increased significantly in the first half of this year decreased, and it was mainly concentrated in the three sectors of medicine, nonferrous metals and power generation.
Databao selected companies with operating income of more than 100 million yuan in 2021 and released the "2022 A-share Semi-Annual Report Revenue Year-on-Year-Overall Revenue Growth Ranking".The revenue increase in this period has increased significantly, with the operating income growth of the top 50 on the list above 170%. In contrast, the growth rate of the top 50 on the list in 2021 exceeded 250%. In addition, due to the acquisition of Shannon Xinchuang , the revenue growth rate of this period reached 5817.82%, not included in the form.
listed companies whose revenue growth exceeded 1,000% dropped from 4 last year to 2 this year. Jiuan Medical ranked first, with revenue growth of 3989.07% year-on-year, followed by Anxu Bio , with an increase of 1100.35%. Jiuan Medical and Anxu Bio are both nucleic acid testing concept stocks. In the first quarter, sales of antigen detection kits at home and abroad increased significantly. Among the top 50 listed companies, only Mingde Biological , Nanhua Shares , Kailaiying , Tianci Materials , Tianci Materials 4 listed companies have maintained a growth trend for the first half of the five consecutive years from 2018 to 2022.
Continuous Growth List: rare earth leader topped the list
Among listed companies, there are extremely rare listed companies that can travel through bulls and bears and achieve stable performance growth. According to statistics from Databao, from 2017 to 2022, there were only 260 listed companies that achieved a growth in net profit attributable to shareholders for five consecutive years, accounting for less than 7% of the total.
Databao selected listed companies whose net profits have been continuously growing in the past five years and whose net profit exceeded 100 million yuan in 2017. It released the "2022 A-share Semi-Annual Report Net Profit Compound Growth Rate Ranking", Northern Rare Earth topped the list with a compound growth rate of 94.63%, far exceeding the second place Oriental Fortune 76.41%, and is also the only resource stock in the top ten list.
Rare earth prices have risen significantly in recent years, the industry's prosperity has continued to rise, and the rare earth prices have continued to remain at high levels. Northern Rare Earth has maintained a net profit of more than 20% since 2017; among them, the company's 2021 semi-annual report net profit increased by 500.52%, and this year it still maintains a growth of more than 50% under the high base last year. Others include Oriental Fortune, Kelly Ying, Wanfu Bio , and TCL Zhonghuan compound growth rate of more than 60%.
As net profit continues to grow, the valuation of stocks selected in the compound growth rate rankings also entered a relatively low range. According to statistics from Databao, the top 50 stocks have the lowest valuation of and the median of , and the latest rolling price-to-earnings ratio of 7 stocks is less than 20 times. Huafa Co., Ltd., Jianfa Co., Ltd., and Sichuan Luqiao have the lowest valuation.
Statement: All information content of Databao does not constitute investment advice. The stock market is risky, so be cautious when investing.
Editor in charge: He Yu Xie Yilan
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