Facing the impact of the epidemic and the complex internal and external economic environment, the overall performance of listed companies on the Beijing stock exchange is good.
According to the information statistics of Shanghai Securities News, at present, all 86 listed companies on the Beijing stock exchange have disclosed the performance express of 2021. Except Northland, other companies have achieved profits, with a profit range of 99%. Among them, 54 companies are expected to increase their net profit, accounting for 63%; 47 companies are expected to increase their net profit after deducting non recurring profits and losses, accounting for 55%.
Specifically, the profit scale of beiteri, Yingtai biology, Tongli and other companies ranked first, the net profit of jingsai technology, Jiaxian shares and Jilin Carbon Valley doubled, and the net profit of Huayang variable speed, meizhigao, Jinhao medical and other companies fell by more than 30% due to the rise in raw material prices.
new energy and high-end manufacturing enterprises with outstanding performance
According to the data, excluding Northland, which has not yet made a profit, the average net profit of 85 listed companies on the Beijing stock exchange that issued the performance express was 852284 million yuan, with a median of 503101 million yuan; The average deduction of non net profit is 728233 million yuan, with a median of 428625 million yuan.
The net profits of 10 companies exceeded 100 million yuan, among which beiteri, Yingtai biology and Tongli ranked among the top three with net profits of 1.422 billion yuan, 479 million yuan and 370 million yuan respectively. In terms of performance growth, there are 17 companies with net profit growth of more than 30%, and the net profits of beiteri, Jilin Carbon Valley, Jiaxian shares, jingsai technology and other companies have doubled.
As the "first brother" in the market value of Beijing stock exchange, beiteri's forecast net profit and growth rate rank first. The company achieved a revenue of 10.596 billion yuan in 2021, a year-on-year increase of 138.02%; The net profit was 18.72 billion yuan, a year-on-year increase of 14.62%; Deduct non net profit of RMB 1.100 billion, with a year-on-year increase of 232.19%. In recent years, China Shanxi Guoxin Energy Corporation Limited(600617) automobile industry has developed rapidly, the downstream lithium battery market continues to boom, and the market demand for battery materials has further increased, resulting in the rapid growth of the sales volume of positive and negative materials of the company. Beiteri is mainly engaged in the production of positive and negative materials for lithium-ion secondary batteries. Its products are the core materials for manufacturing new energy vehicle power batteries, consumer electronics batteries and energy storage batteries.
Jilin Carbon Valley, which also doubled its net profit, is a larger producer of carbon fiber precursor in China and a world-famous supplier of large tow carbon fiber precursor. The company achieved a revenue of 1.209 billion yuan in 2021, with a year-on-year increase of 9.71%; The net profit was 315 million yuan, a year-on-year increase of 126.00%; Deduct non net profit of 304 million yuan, an increase of 128.28% year-on-year. According to the announcement, the company's product carbon fiber precursor has been widely recognized by the market, with strong market demand, orderly release of production capacity, continuous growth in main business income, and significant year-on-year growth in current performance.
From the perspective of the industry, benefiting from the rapid growth of downstream demand, new energy, new materials and high-end manufacturing enterprises have achieved outstanding performance. Among the 17 companies with a net profit increase of more than 30%, in addition to beiteri and Jilin Carbon Valley, there are jingsai technology engaged in the R & D and manufacturing of high-end quartz crystal components, Derui lithium battery and Changhong energy deeply engaged in the field of lithium battery, and the products are widely used in fushida in 5g, satellite and other fields.
Yingtai biology also achieved significant growth in performance. The company's revenue in 2021 was 7.367 billion yuan, a year-on-year increase of 18.36%; The net profit was 479 million yuan, a year-on-year increase of 47.15%; Deduct non net profit of 493 million yuan, an increase of 80.98% year-on-year. The company said that the performance growth was mainly due to the strong demand of Shenzhen Agricultural Products Group Co.Ltd(000061) market and the rising prosperity of agrochemical industry.
raw material price increase is the main drag
According to the data, excluding Northland, 31 companies expect net profit to decline in 2021 and 38 companies expect net profit to decline after deduction. The net profit of 11 companies such as meizhigao, Huayang variable speed and Yintu netlink fell by more than 30%, mainly due to the increase in costs caused by the rise in commodity prices.
Midgo mainly produces metal shelf storage products, which are used in home storage, industrial and commercial storage and other scenes. The company expects to achieve a revenue of 502 million yuan in 2021, a year-on-year decrease of 20.58%; The net profit was 105967 million yuan, a year-on-year decrease of 82.68%; Deduct non net profit of RMB 1.518 million, a year-on-year decrease of 96.27%.
Mizogel said that the direct cost increased due to the sharp rise in commodity prices in 2021. In addition, affected by the epidemic, the sea freight and cost of customers increased, the company raised the sales price of products, and the orders of overseas customers decreased. The company's customers are mainly overseas customers. The decline of US dollar exchange rate compared with the same period in 2021 also led to the decline of the company's revenue.
Also affected are Huayang variable speed, Anhui phoenix and Fangda shares. The net profits of the three companies fell by 50.40%, 12.31% and 18.88% respectively in 2021. The three companies mentioned in the performance express that the cost of producing products increased due to the rise of raw material prices and other factors. Among them, Fangda shares and Anhui phoenix also increased their operating costs due to the superposition of adverse factors such as exchange rate fluctuations and rising international shipping costs.
In addition, the repeated epidemic in the fourth quarter of 2021 also affected the operation and production of some enterprises.
The net profit of digital people and minimally invasive optoelectronics is expected to decline by 45.71% and 30.43% respectively in 2021. Digital human is mainly committed to the development and application of digital human body data. Most of its customers are medical colleges and universities. The epidemic has led colleges and universities to strengthen campus management, which has affected the development and implementation of the company's business. The business progress of the company in the fourth quarter of 2021 was lower than expected.
Minimally invasive optoelectronics mainly provides monitoring information products and services with video as the core for highways. The epidemic situation has repeatedly affected the promotion of the company's highway projects.
