On the occasion of the monthly downturn, the confidence of A-share market segments continued to be boosted for the first time.
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In fact, the monthly operating data belongs to voluntary disclosure of information. At the critical moment of a shares, performance is the best reassurance. Monthly disclosure is also a way to increase the transparency of information disclosure, which can better safeguard the interests of investors, help stabilize the company's stock price and enhance the confidence of investors.
However, it should be noted that the monthly operating data is preliminary accounting data, which is only used as phased financial data for investors' reference. It can not be used to calculate the company's annual performance, and investors should treat it rationally.
consumption leaders have generally achieved a "good start"
Since the beginning of this year, sporadic outbreak of the epidemic has aggravated the market's concern over consumer terminal repair, and Baijiu and other consumption leading companies have been significantly adjusted. However, with the disclosure of the performance of leading consumer industry segments, the performance generally "made a good start" or dispelled the doubts of the market.
In March 7th, Baijiu Kweichow Moutai Co.Ltd(600519) released its monthly business data for the first time, and achieved a good start in 2022. The company expects that from January to February 2022, the company will realize a total operating revenue of about 20.2 billion yuan, an increase of about 20% year-on-year; The net profit attributable to shareholders of listed companies was about 10.2 billion yuan, an increase of about 20% year-on-year.
Then, in March 9th, another Baijiu enterprise disclosed 1-2 months' business data. Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) announcement shows that from January to February 2022, the company is expected to achieve a total operating revenue of more than 7.4 billion yuan, an increase of more than 35% year-on-year; The net profit attributable to shareholders of listed companies is expected to be more than 2.7 billion yuan, with a year-on-year growth rate of more than 50%.
The company said that in 2022, the company continued to gather brand potential energy, comprehensively improved operation efficiency, overcame the impact of the epidemic in all sales areas, arranged the peak season of the Spring Festival in advance, the overall market dynamic sales were good, the medium and high-end products such as Qinghua Fenjiu series achieved substantial growth, and the operating revenue and net profit achieved the best level in history.
Coincidentally, Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) also disclosed the operating data from January to February on March 9. The company said that during the beginning of 2022, the sales momentum of Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) (hereinafter referred to as "the company") products was good, the market showed a strong sales trend, and successfully achieved a "good start". The company expects that from January to February 2022, the company will realize a total operating revenue of about 1.6 billion yuan, with a year-on-year increase of about 16%; The net profit attributable to the shareholders of the listed company was about 600 million yuan, a year-on-year increase of about 20%.
The Proya Cosmetics Co.Ltd(603605) announcement, the leading consumer of cosmetics, shows that from January to February 2022, Proya Cosmetics Co.Ltd(603605) sales momentum will improve and achieve stable growth. After preliminary accounting, from January to February 2022, the company achieved a total operating revenue of about 630 million yuan, an increase of about 30% year-on-year; The net profit attributable to shareholders of listed companies was about 60 million yuan, with a year-on-year increase of about 35%.
The company also revealed the latest sales during the 38 tiktok activities. During the 38 quarter of March 2022, sales of the brand of the company increased rapidly. Among them, the turnover of the main brand Proya Cosmetics Co.Ltd(603605) Tmall official flagship store (GMV) increased by more than 200% compared to the same period, and the turnover volume of the platform (GMV) increased by 100% over the same period.
In addition, there are also some business supermarket consumption platforms with business performance in the two months before the release Yonghui Superstores Co.Ltd(601933) 3 announced on the evening of March 8 that after preliminary accounting, the company achieved a total operating revenue of about 20.4 billion yuan from January to February, with a year-on-year increase of about 3%, of which the same store increased by about 1.6%; The operating net profit was about 760 million yuan. During the reporting period, due to the impact of non operating factors such as changes in the share price of foreign investment, the provision may be about 150 million yuan to 200 million yuan. After the release of monthly business data, Yonghui Superstores Co.Ltd(601933) bucked the trend and increased the limit today, with a transaction of 611 million yuan throughout the day.
On March 9, Gansu Guofang Industry & Trade Group Limited By Share Ltd(601086) released the main business data from January to February. According to the company, during the Spring Festival in 2022, the market showed a recovery trend after the epidemic, the business performance of the company's stores improved steadily, and the business model of "offline focus + online wing" achieved initial results and successfully achieved a "good start". According to the preliminary accounting of the company, from January to February 2022, the total operating income of the company is relatively stable, and the net profit attributable to the shareholders of the listed company is expected to be about 30 million yuan, with a year-on-year increase of about 20%.
new energy leading performance increased significantly
Under the background of sustained high prosperity of the industry, the performance of enterprises related to the new energy industry chain has increased significantly.
The "double material leader" in the field of silicon materials and battery chips Tongwei Co.Ltd(600438) 3 disclosed the monthly operation data for the first time on 9 March, which showed that from January to February, the company achieved an operating revenue of about 16 billion yuan, an increase of about 130% year-on-year; The net profit attributable to shareholders of listed companies was about 3.3 billion yuan, an increase of about 650% year-on-year.
The company said that from January to February, the photovoltaic industry maintained a high development momentum, the production and sales of the company's main products were booming, and all business segments operated effectively and achieved good business results.
In the global environment of carbon emission reduction, the importance of new energy such as photovoltaic is highlighted, and the industry continues to maintain a high boom. According to Southwest Securities Co.Ltd(600369) research, at present, the off-season of photovoltaic is not light in the first quarter, and the production scheduling of all links is close to full production, which is expected to exceed the expectation in the first quarter.
Looking forward to the follow-up, Southwest Securities Co.Ltd(600369) believes that the continuous release of new silicon production capacity and the gradual abundance of supply side are expected to drive the growth of downstream demand. In the long run, the global PV installed capacity is expected to exceed 200GW in 2022, with a year-on-year increase of more than 30%.
The new energy vehicle industry also continued to maintain a high boom. According to the data released by the passenger Federation, the wholesale sales of new energy passenger vehicles reached 317000 in February, with a year-on-year increase of 189.1% and a month on month decrease of 24.1%, which is less than that in previous years. In February, the retail sales volume of new energy passenger vehicles reached 272000, with a year-on-year increase of 180.5% and a month on month decrease of 22.6%. The month on month decrease is smaller than the trend in February over the years.
In this context, the electrolyte leader Guangzhou Tinci Materials Technology Co.Ltd(002709) 3 released monthly operating data for the first time on September 9, which showed that from January to February 2022, the company achieved an operating revenue of about 3.3 billion yuan, an increase of about 260% year-on-year; The net profit attributable to the shareholders of the listed company was about 860 million yuan, a year-on-year increase of about 470%.
As for the reasons for the performance growth, the company said that from January to February 2022, the new energy vehicle related industries maintained a high momentum of development, the production and sales of the company's main products were booming, the new production capacity climbed smoothly, the self-production rate of main raw materials increased steadily, and achieved good business results.
innovative drug service leader's performance improved
Wuxi Apptec Co.Ltd(603259) as the leader of innovative medicine service, the company's performance has continued to grow rapidly in recent years, but the reduction of shareholders and executives of the company has made the market doubt its follow-up development, and the company's share price has continued to decline since the second half of last year.
In February this year, the US Department of Commerce released an export control message, which will add 33 Chinese entities to the unverified list, including Yaoming biology. This made YaoMing's share price fall sharply again, and Wuxi Apptec Co.Ltd(603259) also fell sharply.
At the time of low share price, Wuxi Apptec Co.Ltd(603259) released its first monthly operating data. Since the beginning of the year, the company's operating situation has been gratifying. The company's unique integrated crdmo (contract research, development and production) and ctdmo (contract testing, R & D and production) business models have continued to make efforts. From January to February 2022, the year-on-year growth rate of orders on hand and sales revenue exceeded 65%, reaching a record high.
At the same time, the company also expects the year-on-year growth of revenue in the first quarter of 2022 to reach 65% - 68%. Looking forward to the whole year, the company's revenue is expected to increase by 65% - 70% year-on-year.
However, the company did not disclose its net profit for the period, but the performance express previously released by Wuxi Apptec Co.Ltd(603259) showed that the company's revenue and profit maintained strong growth in 2021. On February 15, Wuxi Apptec Co.Ltd(603259) released the performance express for 2021. It is expected to achieve a revenue of 22.9 billion yuan in 2021, a year-on-year increase of 38.5%; The net profit attributable to the parent company was 5.1 billion yuan, a year-on-year increase of 72.2%.
Sinolink Securities Co.Ltd(600109) research shows that benefiting from the strong demand for overseas pharmaceutical innovation services (global industrial transfer + industrial upgrading) and the rising demand for China Meheco Group Co.Ltd(600056) innovation services, China's CXO industry as a whole remains in a high boom state, and the demand for chemical business orders of the company continues to exceed expectations, with an increase of more than 90% expected in 2022. As an industry leader, the company has obvious advantages of comprehensive platform and strong certainty of future growth.
nonferrous resources, banks and other enterprises with high performance
Enterprises in nonferrous resources, banking and other industries also disclosed monthly operating data for the first time today.
Jiangxi Copper Company Limited(600362) announced that during the Spring Festival in 2022, Jiangxi Copper Company Limited(600362) scientifically organized production, deepened management efficiency, and maintained a stable and efficient production and operation situation. According to the company's preliminary accounting, from January to February 2022, the company achieved a total operating revenue of about 76.2 billion yuan, an increase of about 40% year-on-year; The net profit attributable to the shareholders of the listed company was about 950 million yuan, a year-on-year increase of about 150%.
Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) announced that after preliminary accounting, Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) accumulated operating revenue from January to February 2022 was about 2.6 billion yuan, an increase of 24% year-on-year; The net profit attributable to shareholders of listed companies was about 260 million yuan, a year-on-year increase of 122%.
Under the tone of broad credit and steady growth, the banking industry has also achieved double-digit growth Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) announcement shows that from January to February 2022, the bank achieved an operating revenue of 1.668 billion yuan, a year-on-year increase of 27.94%; The net profit attributable to ordinary shareholders of the bank was 481 million yuan, a year-on-year increase of 25.64%. By the end of February 2022, the bank's total assets were 266.5 billion yuan, an increase of 8.07% over the beginning of the year; The total loan was 172.3 billion yuan, an increase of 5.80% over the beginning of the year; The total deposit was 204.2 billion yuan, an increase of 11.56% over the beginning of the year. The non-performing loan ratio was 0.81%, and the provision coverage was 520.98%.
