More than 40% of companies have a good performance.
Wind data shows that as of July 26th, as of press time, there are 1766 listed companies in the A-share market that have released semi-annual performance forecasts, of which 745 are pre-happy (including pre-increase, profit continuation, loss-making and slight increase, the same below), accounting for about 42. 19%. Specifically, the performance of 527 companies increased in advance, 15 companies continued to make profits, 107 companies turned losses, 96 companies increased slightly, 350 companies decreased in advance, 278 companies continued to lose money, 33 1 company suffered the first loss, 57 companies decreased slightly, and 5 companies were uncertain.
According to the expectation of net profit growth, 380 companies expect the lower limit of net profit growth to exceed 100% in the first half of this year, 26 companies such as Jiu 'an Medical, Tianqi Lithium Industry and Lu Sheng Communication expect the net profit growth to exceed 10 times in the first half of this year, and the net profit growth of two companies exceeds 100 times. Among them, Jiu 'an Medical ranks first in the growth of A-shares, and the company predicts that the net profit attributable to shareholders of listed companies in the first half of 2022 will be151000000 to1550000000, with a year-on-year increase of 27,466.36% to 28 196.60%. Followed by Tianqi Lithium Industry, it is estimated that the net profit attributable to shareholders of listed companies in the first half of the year will be 9.6 billion yuan to 1 165438, with a year-on-year increase of1/089.14% to 13438+0%.
Judging from the estimated net profit, 120 companies expect the lower limit of net profit to exceed 10 billion yuan in the first half of this year, and 1 1 companies such as China Petroleum and China Offshore Oil expect the lower limit of net profit to exceed 10 billion yuan in the first half of this year. Among them, China Petroleum's net profit in the first half of the year temporarily ranked first in A shares. According to the announcement, the company expects the net profit attributable to shareholders of the company in the first half of 2022 to be 79.536 billion yuan to 85.036 billion yuan, a year-on-year increase of 50% to 60%; Followed by China CNOOC and COSCO Air Sea, the former is expected to have a net profit of 70.5 billion yuan to 72.5 billion yuan in the first half of the year, up by about 1 12% to1/8% year-on-year; Cosco Aerospace expects to achieve a net profit attributable to shareholders of listed companies of about 647.1600 million yuan in the first half of the year, an increase of about 74.45% year-on-year.
Outstanding performance of new energy industry chain.
From the industry point of view, mechanical equipment, electronics, chemical industry, biomedicine and other industries have outstanding performance. Among the companies whose net profit doubled, the industry accounted for more than 10%.
Thanks to the sustained high prosperity of the industry, related enterprises in the upper, middle and lower reaches of the photovoltaic and new energy industry chain performed well. Tianqi Lithium Industry, the leader of lithium industry, expects the net profit to increase by more than 100 times in the first half of the year. Ganfeng Lithium expects a net profit of 7.2 billion yuan to 9 billion yuan in the first half of the year, a year-on-year increase of 408.24% to 535.3%; Bai Rong Science and Technology, the leader in cathode materials, is expected to achieve a net profit of 76,543.8+0.00 billion yuan to 760 million yuan in the first half of the year, up by 65,438+0.1.08% year-on-year to 65,438+0.36.76%. BYD, a leading new energy vehicle company, expects the net profit attributable to shareholders of listed companies to be 2.8 billion yuan to 3.6 billion yuan in the first half of the year, up 65,438+038.59% to 206.76% year-on-year. Referring to the reasons for the sharp increase in performance, many companies, including Tianqi Lithium Industry and Bai Rong Science and Technology, said that due to the sustained and rapid development of new energy industry and the improvement of global new energy vehicle prosperity, the downstream demand was strong, and the company's order volume maintained a rapid growth trend. Product prices and production and sales increased significantly compared with the same period last year.
Zhang Qiyao, an analyst at Industrial Securities, said that from the absolute growth rate of the primary industry, photovoltaics, new energy vehicles, UHV, medical care and energy storage are among the top. Combined with the absolute growth rate of performance and the chain increase, the emerging industrial chain presents strong and continuous characteristics. Combined with the performance growth forecast in the interim report and the annual profit forecast growth rate, photovoltaic, new energy vehicles, energy storage, 5G, medical and other sectors are expected to maintain a high degree of prosperity, and new energy operators may usher in a reversal of the dilemma. Bank of China Securities said that structural attention to the profit trend of high-growth industries needs to pay more attention to the profit elasticity of small and medium-sized companies during the performance reversal period.
The performance of science and technology innovation board is more eye-catching
It is worth noting that during the intensive disclosure of this semi-annual report, science and technology innovation board, who has just celebrated the third anniversary of the opening of the board, is still eye-catching, with high quality of hard technology and outstanding high growth attributes.
On the evening of July 25th, two science and technology innovation board companies released the semi-annual performance forecast for 2022. Among them, Guo Xin Science and Technology expects to achieve a net profit of 58 million yuan to 63 million yuan in the first half of this year, an increase of 1.732% to1.890% year-on-year; Easytong expects to achieve a net profit of 75 million yuan to 84 million yuan in the first half of this year, a year-on-year increase of 75.68% to 96.76%.
Wind data shows that up to now, 54 science and technology innovation board companies have disclosed their performance forecasts for the first half of 2022, among which 43 companies are pre-happy, accounting for nearly 80%, accounting for 79.63%.
From the lower limit of net profit growth, Ubon Power, Guo Xin Science and Technology, Daquan Energy, Matsui Intelligence and other 19 companies expect their net profit growth to double in the first half of the year. Among them, Guo Xin Science and Technology expects the net profit to increase by more than 17 times in the first half of this year, temporarily ranking first, followed by Daquan Energy and Zhenhua New Materials. Daquan Energy expects to achieve a net profit of 9.4 billion yuan to 9.6 billion yuan in the first half of this year, up 335.03% to 344.28% year-on-year; Zhenhua New Materials expects to achieve a net profit attributable to shareholders of listed companies of 650 million yuan to 700 million yuan in the first half of this year, a year-on-year increase of 330.29% to 363.39%.
Twenty-four science and technology innovation board companies expect the lower limit of net profit to exceed 654.38+billion yuan in the first half of the year, among which Daquan Energy and Trina Solar expect the lower limit of net profit to exceed 654.38+billion yuan, and the estimated net profits in the first half of the year are 9.4 billion yuan to 9.6 billion yuan, 654.38+065.438+0.4 1 billion yuan to 654.38+0 respectively.
It is worth noting that three science and technology innovation board companies, Yubang Power, Shanghai Zhong Yi -U and Xinyuan -U, are expected to turn losses into profits in the first half of this year. Among them, Yubang Power expects to achieve a net profit of 24 million yuan to 26 million yuan in the first half of 2022, turning losses into profits compared with the same period of last year; Shanghai Zhong Yi -U expects to achieve a net profit of 60 million yuan to 63 million yuan in the first half of the year, compared with-12226200 yuan in the same period last year; Xinyuan Co., Ltd. -U is expected to achieve a net profit of 65,438+0,482 in the first half of the year, and 240 yuan has also turned losses into profits.
Li Qiusuo, an analyst at CICC, said in the research report that due to its unique positioning, science and technology innovation board's overall net profit has maintained a high growth rate in the past three years, with outstanding high growth attributes. Judging from the performance trend, the net profit of science and technology innovation board has maintained rapid growth in the past three years, and the net profit of science and technology innovation board 20 19, 2020 and 202 1 increased by 23.5%, 72.0% and 64.5% respectively. At the same time, under the background of high R&D expenditure, the science and technology innovation board can still maintain stable and good profitability.
Chen Li, chief economist and director of the research institute of Chuancai Securities, said that in the medium and long term, as science and technology innovation board enterprises become better and stronger, their future performance will be released, and science and technology innovation board will further introduce liquidity (market maker system and science and technology innovation board fund issuance), listed companies in science and technology innovation board are expected to welcome Davis' double click in performance and valuation in Shuang Sheng. Yuekai Securities also said that thanks to a more diversified trading system, industrial distribution with higher hard technology content, scientific and technological innovation brought by higher R&D investment and relatively better performance growth, science and technology innovation board is expected to walk out of a better market in the future.
If you want to know more real-time financial news, please follow us.