In the face of the continuous decline of stock price and the anxious inquiry of investors, high-quality listed companies dominated by leading enterprises in Shanghai stock market have taken the initiative to protect the market!
Since Kweichow Moutai Co.Ltd(600519) took the lead in disclosing the operating data of the first two months in history, Semiconductor Manufacturing International Corporation(688981) has followed up quickly, Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Wuxi Apptec Co.Ltd(603259) , Tongwei Co.Ltd(600438) , Xinjiang Daqo New Energy Co.Ltd(688303) , Bloomage Biotechnology Corporation Limited(688363) , and passed confidence to investors with excellent performance growth. According to the information statistics of Shanghai Securities News, as of 21:30 on the 9th, a total of 33 listed companies in Shanghai and Shenzhen had released the business data of the first two months.
"Listed companies can't comment on the stock price performance, but they can report the operation. This wave of stock price adjustment is mainly affected by overseas factors. The long-term trend of China's economy has not changed, and the growth trend of China's excellent listed companies has not changed." A senior broker said.
"At present, the fluctuation of the capital market has deviated from the fundamentals of the development of listed companies, and there are irrational factors." After yesterday's closing, pan Yongle, assistant to Ming Yang Smart Energy Group Limited(601615) ceo and general manager of capital market department, told reporters that the company paid close attention to the recent abnormal fluctuations in the capital market and was ready to stabilize the market's expectations of the company and boost investor confidence at any time.
"Mao type protective sector" has obvious effect
"Mao type protective sector!" Changjiang Securities Company Limited(000783) an investment consultant told reporters.
On the evening of March 7, Kweichow Moutai Co.Ltd(600519) disclosed the main operating data from January to February. According to the preliminary accounting of the company, from January to February 2022, the company achieved a total operating revenue of about 20.2 billion yuan, a year-on-year increase of about 20%; The net profit attributable to shareholders of listed companies was about 10.2 billion yuan, a year-on-year increase of about 20%.
According to the inquiry, this is the first time that Kweichow Moutai Co.Ltd(600519) disclosed the monthly main business data. Fortunately, Kweichow Moutai Co.Ltd(600519) share price rose sharply.
Followed by "supermarket Mao" - Yonghui Superstores Co.Ltd(601933) . The company disclosed on the evening of March 8 that from January to February 2022, the company achieved a total operating revenue of about 20.4 billion yuan, a year-on-year increase of about 3%, of which the same store increased by about 1.6%; The company achieved an operating net profit of about 760 million yuan.
Affected by the news, on March 9, Yonghui Superstores Co.Ltd(601933) share price rose by the limit, and more than 100000 orders were still sealed at the close.
Similarly, the stock price of Semiconductor Manufacturing International Corporation(688981) , which disclosed the data of the first two months for the first time, also rose against the trend.
leading companies have followed up with prexi
The protection effect of the above three companies was immediate, which triggered more high-quality enterprises to follow suit.
At the close of the market on the afternoon of September 9, the photovoltaic leader Tongwei Co.Ltd(600438) disclosed that from January to February, the photovoltaic industry maintained a high momentum of development, and the production and sales of the company's main products were booming. According to preliminary accounting, in the first two months, the company achieved an operating revenue of about 16 billion yuan, a year-on-year increase of about 130%; The net profit attributable to the shareholders of the listed company was about 3.3 billion yuan, a year-on-year increase of about 650%.
Baijiu enterprises keep pace with big brother. Wuliangye Yibin Co.Ltd(000858) disclosed the performance data of 2021. In that year, the operating revenue was 66.2 billion yuan, with a year-on-year increase of 15%, and the net profit was 23.35 billion yuan, with a year-on-year increase of about 17%.
Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) announcement: from January to February, the company expects to achieve a total operating revenue of more than 7.4 billion yuan, an increase of more than 35% year-on-year; It is expected to achieve a net profit of more than 2.7 billion yuan, with a year-on-year growth rate of more than 50%.
Jiangsu King'S Luck Brewery Joint-Stock Co.Ltd(603369) also disclosed that from January to February, the company achieved a total operating revenue of about 2.45 billion yuan, an increase of about 25% year-on-year; The net profit was about 940 million yuan, a year-on-year increase of about 26%.
In the field of new energy and semiconductor, industry leaders also showed strong data one after another.
Xinjiang Daqo New Energy Co.Ltd(688303) it is estimated that the polysilicon sales volume in the first quarter of 2022 will be 37000 tons to 38000 tons, with a year-on-year increase of 72.33% to 76.98%.
Farasis Energy (Gan Zhou) Co.Ltd(688567) announced that from January to February, the export volume of automotive power batteries in China reached 1.61gwh, an increase of 273.93% year-on-year Guangzhou Tinci Materials Technology Co.Ltd(002709) disclosed that from January to February, the company achieved an operating revenue of about 3.3 billion yuan, an increase of about 260% year-on-year; The net profit was about 860 million yuan, a year-on-year increase of about 470%.
National Silicon Industry Group Co.Ltd(688126) announced that from January to February this year, the operating revenue was about 511 million yuan, a year-on-year increase of about 51%; The non net profit deducted was about -8.06 million yuan and the loss was reduced by about 74%.
The operating income of the company has increased by 59.81 in the first two months of the year, and the operating income of the company has also increased by 59.81 in the first two months of the year; The net profit attributable to the shareholders of the listed company was US $309 million, a year-on-year increase of 94.9%.
In the pharmaceutical industry, Wuxi Apptec Co.Ltd(603259) announced that from January to February, the year-on-year growth rate of orders and sales revenue exceeded 65%, and the growth rate of revenue reached a new high; Revenue is expected to grow by 65% to 68% year-on-year in the first quarter of 2022 Apt Medical Inc(688617) 1 January to February achieved a total operating income of about 156 million yuan, an increase of about 70% year-on-year.
large orders provide long-term performance support
Another group of enterprises disclosed their recent business development.
it was announced on China Railway Construction Corporation Limited(601186) 9 that recently, the company won four major projects, with a total project amount of 36.543 billion yuan, accounting for 4.01% of the company's operating revenue in 2020.
China Railway Group Limited(601390) disclosed that 23 major projects have won the bid recently, with a total bid price of about 38.193 billion yuan, accounting for about 3.93% of the company's operating revenue in 2020 under Chinese accounting standards.
China Nuclear Engineering & Construction Corporation Limited(601611) announced that the company achieved a "good start" from January to February, with a total of 20.5 billion yuan of newly signed contracts, an increase of 17.5% over the same period of last year; The accumulated operating revenue was 17.012 billion yuan, an increase of 27.45% over the same period last year.
Metallurgical Corporation Of China Ltd(601618) , the largest amount of orders was obtained. The newly signed contract amount of the company from January to February was 208.63 billion yuan, an increase of 14.6% over the same period of last year. Among them, 16 major projects with a single contract value of more than 1 billion yuan were signed in February, including the capacity replacement and transformation project of Jiangsu Yonggang.
According to incomplete statistics of Shanghai Securities News, on March 9, 89 companies in Shanghai stock market submitted "favorable" announcements, involving Ping An Insurance (Group) Company Of China Ltd(601318) , Longi Green Energy Technology Co.Ltd(601012) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Wuxi Apptec Co.Ltd(603259) , Tongwei Co.Ltd(600438) , Xinjiang Daqo New Energy Co.Ltd(688303) , Bloomage Biotechnology Corporation Limited(688363) , etc.
In addition, 21 companies have issued announcements related to share increase and repurchase, involving Hengli Petrochemical Co.Ltd(600346) , Jason Furniture (Hangzhou) Co.Ltd(603816) , Topchoice Medical Co.Inc(600763) , Inner Mongolia Eerduosi Resources Co.Ltd(600295) , Shanghai Yuyuan Tourist Mart (Group) Co.Ltd(600655) , etc. Among them, Hengli Petrochemical Co.Ltd(600346) newly added repurchase plan is planned to repurchase no less than 1 billion yuan and no more than 1.5 billion yuan in the next 12 months.
Looking at the bull stocks in the Chinese and foreign capital markets, they are as brave as Maotai, and ultimately rely on performance. "The market is a voting machine in the short term, but a weighing machine in the long term." Buffett mentor Graham once said so. To be honest!
