Nearly 90% of the companies achieved profits, and the performance forecast of the main board of Shanghai stock market in 2021 handed over a steady "report card". Among the 783 companies that have disclosed the performance forecast of 2021, nearly 40% of the companies have a performance growth rate of more than 50%, an increase of 85 year-on-year.
In detail, the main board market of Shanghai Stock Exchange in 2021 also presents several prominent highlights:
First, Shanghai blue chip companies continued to play a key role in the national economy and achieved steady growth and outstanding performance last year. At present, the 15 companies in SSE 50 that have disclosed the performance forecast for 2021 have achieved a total net profit of more than 362.3 billion yuan, of which 14 have increased year-on-year.
Second, the prosperity of industries in the middle and upper reaches of the industrial chain has increased, and nearly 40% of the company's performance has increased in advance, especially chemical industry, non-ferrous metals and mechanical equipment.
Third, the trend of localization substitution has intensified, and the new driving force and high-tech industry represented by semiconductors have ushered in new opportunities for development. At present, the 13 semiconductor companies that have disclosed the performance forecast have all realized the pre increase, and 11 of them have a growth rate of more than 50%.
In addition, benefiting from the normalization of epidemic prevention and control, the pharmaceutical and biological industry is performing well, and the media industry is gradually coming out of the trough.
nearly 90% of the companies are profitable, and 306 companies have a growth rate of more than 50%
In 2021, the overall performance of the main board of Shanghai stock exchange continued a stable growth trend. Overall, 90% of the 1663 companies have made profits.
From the 783 companies that have disclosed the performance forecast, 383 companies have achieved the performance forecast, an increase of 83 over last year. Among them, there are 306 high-speed growth companies with a growth rate of more than 50%, an increase of 85 over last year. On the other hand, the number of companies whose performance is expected to be reduced this year is more than 20% lower than that of the previous year, sending a positive signal of steady recovery.
More brightly, the net profits of the two Shanghai Stock Exchange main board companies that have disclosed their annual reports have increased by more than 50%, showing a good start. Among them, 6 Geron Co.Ltd(002722) 021 achieved a net profit of 16.38 million yuan, a year-on-year increase of 58.81% Lanzhou Ls Heavy Equipment Co.Ltd(603169) 2021: net profit of 123 million yuan. A year-on-year increase of 143%.
15 Shanghai blue chip companies with net profit exceeding 360 billion
The main board of Shanghai Stock Exchange has always been the gathering place of China's important tools and high-quality blue chips. In 2021, Shanghai blue chip enterprises focused on their main business and solid operation, and their performance increased steadily. Up to now, 15 companies in SSE 50 have disclosed the performance forecast for 2021, with a total net profit of more than 362.3 billion yuan, of which 14 have increased year-on-year and made outstanding contributions.
Among them, Petrochina Company Limited(601857) and China Petroleum & Chemical Corporation(600028) two energy giants fully seized the favorable market opportunities such as the sharp growth of international crude oil prices, the steady recovery of China's economy and the recovery of demand for petroleum and petrochemical products, deeply carried out the optimization of the whole industrial chain under the guidance of the market, vigorously implemented the improvement of quality and efficiency, and achieved the simultaneous increase of volume and efficiency in the sales of main oil and gas products. According to the forecast, the net profits of Petrochina Company Limited(601857) and 60 Tianjin Guifaxiang 18Th Street Mahua Food Co.Ltd(002820) 21 are expected to exceed 90 billion yuan and 40 billion yuan respectively, with an increase of 374% and 103% respectively.
Wanhua Chemical Group Co.Ltd(600309) , Baoshan Iron & Steel Co.Ltd(600019) and other outstanding representatives of the manufacturing industry, under the background of continuous improvement of vaccination rate in major economies, recovery of global economy and boost of market demand, seized the favorable stage of price increase of chemical, steel and other products, continued to tap internal potential and increase efficiency, achieved results, and achieved substantial growth in business performance year-on-year, It is estimated that the net profit in 2021 will exceed 24 billion yuan and 23.6 billion yuan respectively, with a year-on-year increase of more than 139% and 86%.
There are also leaders in the coal mining industry, such as China Shenhua Energy Company Limited(601088) , Yankuang energy, China Coal Energy Company Limited(601898) , Zijin Mining Group Company Limited(601899) and so on. Benefiting from the steady improvement of China's economy, the prices of coal and minerals have increased year-on-year, and the net profit is expected to exceed 10 billion yuan, with an increase of more than 20%.
Under the "double carbon" policy, the photovoltaic leader Tongwei Co.Ltd(600438) benefited from the growth of downstream demand, the supply of high-purity crystalline silicon products was in short supply, the production capacity continued to operate at full capacity, and the profit increased significantly; In addition, Cecep Solar Energy Co.Ltd(000591) battery business operates steadily. It is expected to realize a net profit of more than 8 billion yuan in 2021, with a year-on-year increase of more than 122%.
China Tourism Group Duty Free Corporation Limited(601888) , in the field of consumption, under the background of the continuous recovery of market consumption demand, the performance of China Tourism Group Duty Free Corporation Limited(601888) , focusing on the main business, has reached a higher level. In 2021, it is expected to achieve an operating revenue of 67.7 billion yuan, a year-on-year increase of 29%, and a net profit of nearly 10 billion yuan, a year-on-year increase of more than 50%.
It is worth mentioning that in 2021, benefiting from the good situation of epidemic control in China and the European and American import boom repeatedly promoted by the European and American epidemic, the potential demand of major consumer countries was abundant, the foreign trade situation was good, and the market demand for containers and port transportation increased rapidly Cosco Shipping Holdings Co.Ltd(601919) , Shanghai International Port (Group) Co.Ltd(600018) , Cosco Shipping Development Company Limited(601866) and other transportation leaders seized this opportunity and their performance soared. The annual performance of Cosco Shipping Holdings Co.Ltd(601919) and Cosco Shipping Development Company Limited(601866) , the leaders of centralized transportation, is expected to exceed 89.28 billion yuan and 5.8 billion yuan respectively, with a year-on-year increase of 799% and 171%. Shanghai International Port (Group) Co.Ltd(600018) , as the leading port, has also achieved a substantial increase in throughput and a steady increase in main business profits. It is expected to achieve a performance of more than 14.5 billion yuan, a year-on-year increase of more than 75%.
chemical industry, nonferrous metals, machinery and other scenic spots have increased
In terms of industry characteristics, the performance of industries in the middle and upper reaches of the industrial chain has increased significantly, with an obvious positive trend, and the total number of pre increase accounts for nearly 40%.
The chemical industry, non-ferrous metals, machinery and equipment and other industries performed prominently. Among them, 59 companies in the chemical industry forecast performance growth, while 29, 24 and 20 companies in non-ferrous metals, mechanical equipment and mining respectively.
In terms of specific companies, Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) benefited from the high prospect of China's chemical industry, and is expected to achieve a performance of more than 7 billion yuan, with a year-on-year increase of more than 289%. The brilliant performance is mainly attributed to two important factors. On the one hand, the prices of the company's main products such as urea and DMF continued to rise, and the product profit increased significantly; In addition, the commissioning of new material projects such as DMC and adipic acid in the fourth quarter has also become an important driving force driving the company's overall performance.
The performance of Hoshine Silicon Industry Co.Ltd(603260) also soared under the strong demand of downstream. It is estimated that Hoshine Silicon Industry Co.Ltd(603260) will achieve a performance of more than 8.5 billion yuan in 2021, with a year-on-year increase of more than 505%. On the one hand, the company's core product industry silicon and silicone industry ushered in a strong business cycle; At the same time, the company has the advantage of "coal, electricity and silicon" industrial chain integration, and the product profitability has increased significantly year-on-year.
11 semiconductor companies grew by more than 50%
Under the influence of factors such as the deepening of the new development pattern and the in-depth promotion of industrial upgrading, new drivers such as semiconductors and high-tech industries are growing at a high speed.
According to statistics, the 13 semiconductor companies that have disclosed the performance forecast are all pre increase, of which 11 have a growth rate of more than 50%.
Gigadevice Semiconductor (Beijing) Inc(603986) in the context of the demand for intelligent terminals and the localization trend of supply chain, the shortage and price rise of MCU chips continued. The company seizes the MCU market opportunity, gives priority to benefiting from the domestic substitution trend, and makes a large amount of MCU products by relying on the product and technical advantages accumulated in the field of MCU and storage. In addition, the company's self-developed DRAM products have also entered the stage of mass production and shipment, jointly driving a significant increase in the annual performance. It is expected to achieve a performance of more than 2.28 billion yuan in 2021, with a year-on-year increase of nearly 160%.
Hangzhou Silan Microelectronics Co.Ltd(600460) as a leading enterprise in the field of IDM semiconductor in China, the capacity scale is in a leading position in China. In 2021, thanks to the technological breakthrough of Chinese manufacturers and strong downstream demand, as well as the abundant wafer production capacity of the company, the expansion of various product lines was guaranteed. Under the environment of global core shortage and accelerating the trend of domestic substitution, the company's advantageous position in the industry was further consolidated.
It is understood that Hangzhou Silan Microelectronics Co.Ltd(600460) in the past year, it seized the opportunity of industry prosperity and actively carried out capacity construction. In 2021, the 8-inch production line achieved full production, and the capacity of the 12 inch production line was gradually released, which greatly increased the company's performance. It is expected to achieve a performance of more than 1.518 billion yuan, with a year-on-year increase of more than 2145%.
In addition, as China's leading semiconductor silicon wafer enterprise, Liyi micro is expected to achieve a performance of more than 590 million yuan in 2021, with a year-on-year increase of more than 192%. This is mainly due to national policy support, accelerated domestic substitution of semiconductors, and the continuous increase of downstream demand driven by the rapid development of clean energy, new energy vehicles and intelligent economy. Moreover, last year, the market share of 8-inch silicon wafer of Liyi micro rose steadily, the production capacity was released continuously during the reporting period, and the production, sales and prices of main products increased significantly, which became the main thrust driving the growth of performance.
medicine and biology shine brightly, and the media industry has come out of the trough
Benefiting from the normalization of epidemic prevention and control, many pharmaceutical and biological companies seize the opportunity and develop rapidly.
The pharmaceutical leader Wuxi Apptec Co.Ltd(603259) , which has attracted much attention from the market, continues to give full play to its R & D advantages, with strong demand for orders and accelerated growth of operating revenue. It is expected to achieve a revenue of 22.9 billion yuan, a year-on-year increase of 38%; The net profit is expected to exceed 5 billion yuan, a year-on-year increase of 72%.
Also Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , in 2021, when the overseas covid-19 pneumonia epidemic still has a large recurrence, the demand for overseas testing has increased significantly, the company's covid-19 raw material sales and overseas testing reagent export revenue have increased rapidly, and the business performance of in vitro diagnosis business has been greatly thickened. At the same time, as the scale of China's HPV vaccine market is far from reaching the peak, the company's bivalent HPV products have vaccination advantages and price advantages. With the continuous and rapid growth of production capacity, the company's performance has greatly exceeded expectations, and the expected growth of revenue and net profit has exceeded 144% and 197% respectively.
In addition, the reporter also noted that with the mitigation of the impact of the epidemic in China, film and television companies have gradually warmed up and walked out of the trough. For example, China Film Co.Ltd(600977) , Zhewen Pictures Group Co.Ltd(601599) , Shanghai Xinhua Media Co.Ltd(600825) achieved performance of more than 205 million yuan, 64 million yuan and 30 million yuan, with year-on-year growth of more than 137%, 106% and 110% respectively, turning losses into profits.
