On February 27, Dalian Haosen Equipment Manufacturing Co.Ltd(688529) disclosed the performance express. In 2021, the company achieved an operating revenue of 1.203 billion yuan, an increase of 16.05% year-on-year, and a net profit attributable to the parent company of 714798 million yuan, a decrease of 13.01% year-on-year. According to the statistical data of wind financial terminal, as of February 27, listed companies in Liaoning region had issued 11 performance bulletins and 55 performance forecasts. Excluding the duplication of performance forecasts and performance bulletins, 60 of the 82 listed companies in Liaoning region had preliminarily informed the market of their operations in 2021 through performance forecasts or performance bulletins, Among them, 26 companies’ performance is expected to increase, 11 companies’ performance is expected to decrease, and 23 companies are expected to suffer losses in 2021.
performance increase of 26 companies
Among the listed companies in Liaoning that have disclosed the performance forecast, the companies with performance forecast account for the highest proportion. According to the publicly disclosed information, 10 of the 26 companies with pre increased performance are expected to increase their performance by more than 100% in 2021, of which Neusoft Corporation(600718) net profit is expected to increase the most, with a year-on-year increase of about 686% to 823%.
Among the listed companies with pre increased performance, the overall performance of Listed Companies in the iron and steel industry is relatively outstanding, Bengang Steel Plates Co.Ltd(000761) it is estimated that the net profit attributable to the parent company will reach 2.782 billion yuan in 2021, an increase of 624% over the same period of last year Angang Steel Company Limited(000898) it is estimated that the profit in 2021 will be 7.040 billion yuan, an increase of 256% compared with that in 2020 Lingyuan Iron & Steel Co.Ltd(600231) expects the net profit in 2021 to increase by about 64.55% compared with that in 2020, and Fushun Special Steel Co.Ltd(600399) expects the net profit in 2021 to be about 728 million yuan to 815 million yuan, with a year-on-year increase of 31.98% to 47.74%. According to the annual profit forecast data of several companies, Bengang Steel Plates Co.Ltd(000761) 2021 will set a new high since listing, and the profit data of Angang Steel Company Limited(000898) 2021 is only lower than that of 2018 and 2007.
“The overall profitability of the steel industry in 2021 is at a historically good level, mainly due to the sharp rise in steel prices.” A market person who asked not to be named told reporters that the rise in steel prices has brought a significant increase in the profit per ton of steel, which has significantly improved the profit level of iron and steel enterprises. Wang Chikun, a financial commentator who understands the economic platform, believes that thanks to the increased demand in the steel market and the price rise in the steel industry, industry enterprises generally enjoy the price rise dividend, and the overall profitability of Companies in the steel industry is good.
Eight listed companies in Liaoning, including Shenyang Jinbei Automotive Company Limited(600609) , Liaoning Shenhua Holdings Co.Ltd(600653) , Liaoning Shidai Wanheng Co.Ltd(600241) , Liaoning Energy Industry Co.Ltd(600758) , are expected to turn losses in 2021 Liaoning Energy Industry Co.Ltd(600758) it is expected to realize a net profit of 24 million yuan to 36 million yuan in 2021, and complete the turnaround. Regarding the change of the company’s performance, Liaoning Energy Industry Co.Ltd(600758) said that it was mainly due to the continuous rise in the price of metallurgical coal, the company’s main product, from the second half of the year, and the company’s gross profit increased year-on-year.
The rise in coal prices has not only helped Liaoning Energy Industry Co.Ltd(600758) achieve turnaround, but also brought greater operating pressure to relevant power generation and heating enterprises Gd Power Development Co.Ltd(600795) , Shenyang Jinshan Energy Co.Ltd(600396) , Dalian Thermal Power Co.Ltd(600719) , Shenyang Huitian Thermal Power Co.Ltd(000692) have issued announcements, and it is expected that there will be a loss in 2021 Gd Power Development Co.Ltd(600795) in the performance forecast, it is said that the coal price will rise sharply in 2021, and the fuel cost of the company will increase significantly, resulting in the performance loss of the company in 2021, with an estimated loss of 1.6 billion yuan to 2.3 billion yuan Shenyang Jinshan Energy Co.Ltd(600396) said that during the reporting period, the coal price increased significantly year-on-year, and the company’s power generation and heating costs were upside down. It is estimated that the net profit loss in 2021 will be 1.8 billion yuan to 2.038 billion yuan.
“In the past year, the prices of bulk raw materials in many fields have fluctuated sharply, which has put enterprises in different positions upstream and downstream in a double situation of ice and fire.” The aforementioned market participants said that with the gradual return of raw material price regulation, the profit distribution in relevant industrial chains will also be rebalanced, and the profitability of some enterprises is expected to be greatly improved this year.
scientific innovation board has a bright overall performance
Among the listed companies that have disclosed the performance forecast or performance express in Liaoning, the overall data of the listed companies on the science and innovation board are outstanding. According to the statistics of wind financial terminal, as of February 27, all six listed companies on the science and innovation board in Liaoning have disclosed their performance express reports, and all six companies achieved profits in 2021. Except that the performance of Dalian Haosen Equipment Manufacturing Co.Ltd(688529) and Liaoning Chengda Biotechnology Co.Ltd(688739) decreased slightly compared with that in 2020, the operating performance of the other four listed companies on the science and Innovation Board increased significantly in 2021, and the operating performance of Kede Numerical Control Co.Ltd(688305) , Thinkon Semiconductor Jinzhou Corp(688233) and Thinkon Semiconductor Jinzhou Corp(688233) doubled.
According to the relevant data publicly disclosed, Kede Numerical Control Co.Ltd(688305) it is estimated that in 2021, the operating revenue will reach 254 million yuan, an increase of 27.99% over 2020, and the net profit attributable to the parent company will reach 728669 million yuan, an increase of 106.81% over 2020 Thinkon Semiconductor Jinzhou Corp(688233) it is estimated that the operating revenue in 2021 will be RMB 474 million, a year-on-year increase of 146.76% over 2020, and the net profit attributable to the parent company will be RMB 220 million, a year-on-year increase of 119.63% Kingsemi Co.Ltd(688037) it is estimated that the total operating revenue will reach 829 million yuan in 2021, with a year-on-year increase of 151.95%, and the net profit is expected to reach 771918 million yuan, with a year-on-year increase of 58.09%. According to the performance express released by China storage media, which has just been listed on the science and innovation board, the company is expected to achieve an operating revenue of 560 million yuan in 2021, an increase of 37.94% year-on-year in 2020, and a net profit of 132 million yuan, an increase of 43.71% year-on-year.
“Science and technology innovation enterprises are representatives of high-end manufacturing and have more competitive advantage and development toughness.” The aforementioned market person told reporters, “Liaoning has complete industrial categories, solid foundation and strong scientific and technological strength. Among the science and innovation enterprises listed in recent years, many companies have their own unique skills and master the core technology, so their business performance is more prominent.”
Wang Chikun believes that the performance forecast of Liaoning enterprises also reflects the current economic situation. China’s economy is experiencing the transformation of old and new kinetic energy. On the one hand, traditional enterprises are difficult to operate, and the loss area has expanded under multiple pressures. On the other hand, science and Innovation Board enterprises representing the direction of future economic development have a good business situation and a significant increase in performance.
The reporter noted that in recent years, Liaoning has seized the opportunity of comprehensively deepening the reform of the capital market with the registration system as the core, and made every effort to promote the listing of enterprises through measures such as optimizing the listing policy environment, strengthening the excavation and cultivation of reserve resources, and strengthening the training and publicity of the capital market. In 2021, Liaoning added 6 domestic listed companies, with the highest increment in recent ten years.
