As of March 9, 1772 listed companies in Shenzhen had pre disclosed their operating performance in 2021, accounting for 68.02% of the number of Companies in Shenzhen. Among them, more than 70% of the companies are expected to make profits, and more than 60% of the companies’ profits are expected to increase. 1320 companies with pre earnings are expected to make an average profit of 590 million yuan to 638 million yuan, with a year-on-year increase of more than 58.25%. The 1095 companies that have been added in advance are expected to realize an average net profit of 570 million yuan to 628 million yuan, with a year-on-year increase of more than 328.72%. The vigorous vitality and strong toughness of Shenzhen companies are becoming more and more prominent.
“basic market” is solid and stable
The disclosure of the annual report is in full swing. On March 9, Boe Technology Group Co.Ltd(000725) released the performance express. In 2021, the company achieved a total operating revenue of 219442 billion yuan, a year-on-year increase of 61.89%; The net profit attributable to the parent company was 25.826 billion yuan, a year-on-year increase of 412.86%.
On the same day, LED packaging leader Mls Co.Ltd(002745) disclosed the performance express. In 2021, the company achieved a total operating revenue of 18.615 billion yuan, an increase of 7.1% over the same period last year; The net profit attributable to the parent company was 1.158 billion yuan, an increase of 283.76% over the same period last year.
On March 8, the 10 billion auto gear supplier Zhejiang Shuanghuan Driveline Co.Ltd(002472) released a performance express. In 2021, the company achieved an operating revenue of 5.392 billion yuan, a year-on-year increase of 47.16%; The net profit attributable to the parent company was 327 million yuan, a year-on-year increase of 537.45%. The growth rate of revenue and net profit attributable to parent company is much higher than the industry average.
Annunciation company is not “stars lighting”, but “thousands of lights”. According to the data, as of March 9, 1772 listed companies in Shenzhen had pre disclosed their operating performance in 2021, accounting for 68.02% of the number of Companies in Shenzhen. The disclosure rates of the main board and Shenzhen GEM were 64.68% and 56.68% respectively. Among them, more than 70% of the company is expected to make profits, and more than 60% of the company’s profits are expected to increase.
With the continuous recovery and improvement of China’s economy, the “basic market” of Shenzhen company is more and more stable and its toughness is stronger and stronger. In terms of performance scale, 1772 companies are expected to make a total profit of 433551 billion yuan to 558603 billion yuan, with an average net profit of 245 million yuan to 315 million yuan, a year-on-year increase of more than 8.21%.
At the same time, there are not a few companies whose performance growth has entered the “high-speed” channel. The data show that among the 1320 companies expected to make profits, 674, 426, 80 and 23 companies are expected to have a year-on-year increase in net profit of more than 50%, 100%, 300% and 1000% respectively.
more than 80% of industry profits
It is worth noting that companies that are expected to make profits are not concentrated in a certain industry, but show the trend of a hundred flowers blooming.
1772 companies pre disclosed their operating performance in 2021, involving 28 Shenwan level subdivided industries. Among them, 23 industries are expected to have positive net profits, accounting for more than 80%; 19 industries maintained growth; The growth rate of 11 subdivided industries exceeded 100%.
From the perspective of profit scale, among 1320 companies expected to make profits, 293 companies are expected to have a net profit of more than 500 million yuan, 149 companies are expected to have a net profit of more than 1 billion yuan, and 24 companies are expected to have a net profit of more than 5 billion yuan.
Among them, banking, steel, mining, non bank finance and other industries performed prominently, and the average profit scale is expected to reach 10.742 billion yuan, 4.427 billion yuan, 922 million yuan and 723 million yuan respectively.
From the perspective of profit growth, the average net profit of 19 industries such as computer, mining, chemical, comprehensive and automobile is expected to achieve positive growth, accounting for nearly 70%.
In the pre hi company, the new material enterprise can be said to be “gorgeous and overwhelming”. On March 9, Do-Fluoride New Materials Co.Ltd(002407) released the annual performance express of 2021. During the reporting period, the company’s operating revenue was about 7.809 billion yuan, an increase of 83.95% year-on-year; The net profit attributable to the parent company was about 1.26 billion yuan, a year-on-year increase of 2490.8%.
“The company’s new material business sector is in a continuous growth trend. The market demand for new material products represented by lithium hexafluorophosphate is strong, and the sales price has reached a new high. The new production capacity is released beyond expectation, and the product supply is in short supply.” Do-Fluoride New Materials Co.Ltd(002407) indicates.
Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) also disclosed the 2021 performance express on the same day. The company achieved a total operating revenue of 5.931 billion yuan, a year-on-year increase of 17.19%; The net profit attributable to the parent company was 1.386 billion yuan, a year-on-year increase of 92.36%.
“Spring Story” continues to perform
A new “map” of the performance of listed companies is being drawn.
On March 9, Malion New Materials Co.Ltd(300586) said that the production and sales of the company’s main products were booming, and the two business segments of the company’s color masterbatch and fine chemicals achieved good business results, especially the operating revenue and net profit of the fine chemicals business segment increased significantly year-on-year. From January to February, the company achieved an operating revenue of about 400 million yuan, an increase of about 44% year-on-year; The net profit attributable to the parent company was about 70 million yuan, with a year-on-year increase of about 202%.
In addition to reaping the fruits of cultivation, listed companies have started a new round of “sowing” one after another, either fully opening orders or actively investing in the preparation and expansion of production Jiangsu Azure Corporation(002245) 3 disclosed on the evening of March 7 that the subsidiary had signed a three-year lithium battery order. Its wholly-owned subsidiaries Tianpeng power supply and Stanley Agriculture Group Co.Ltd(002588) Baide confirmed that the supply of ternary cylindrical lithium batteries from 2022 to 2024 was 120 million, 240 million and 280 million respectively.
The “Spring Story” of 2022 continues to be performed, which is worth looking forward to.
