On March 9, the leading panel enterprise Boe Technology Group Co.Ltd(000725) issued a performance express. According to the data, benefiting from the high prosperity of the semiconductor display industry, the company achieved a total operating revenue of 219442 billion yuan in 2021, 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% Boe Technology Group Co.Ltd(000725) attributed the performance growth to the longest business cycle in the history of the semiconductor display industry in the first half of 2021, the company actively adjusted its product portfolio to maintain a good profit level, and the shipment volume of flexible OLED increased rapidly.
Led by leading manufacturing enterprises, the annual performance of Listed Companies in Shenzhen stock market has been reported frequently. As of March 9, 2022, a total of 1772 listed companies in Shenzhen have 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 are expected to make profits. Under the background of China’s sustained economic recovery, steady reinforcement and continuous improvement, the overall performance of Shenzhen stock exchange is good, showing vigorous vitality and strong toughness.
According to the data, 1772 companies involve 28 Shenwan level subdivided industries, of which 23 industries are expected to have positive net profits, accounting for more than 80%, 19 industries maintain growth, and 11 subdivided industries have a growth rate of more than 100%. 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 terms of the number of growth companies, the number of profit growth companies in 9 industries such as banking, iron and steel, comprehensive, mining and non-ferrous metals accounted for more than 70%.
Among them, high-end manufacturing companies deserve attention. In addition to Boe Technology Group Co.Ltd(000725) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) which is also a high-end manufacturing company in Shenzhen is also outstanding Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) 2021 annual performance express showed that the total operating revenue was 5.961 billion yuan, a year-on-year increase of 56.44%; The net profit attributable to the parent company was 1.718 billion yuan, a year-on-year increase of 100.23%; The basic earnings per share is 1.34 yuan.
In addition, a number of companies forecast the operating data from January to February this year. From the data disclosed by most Shenzhen manufacturing companies, despite the disturbance of external factors, the company’s operation in the first two months has laid a good foundation for the annual performance, reflecting the solid fundamentals of China’s economy.
On March 9, Guangzhou Tinci Materials Technology Co.Ltd(002709) disclosure announced that from January to February this year, 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% Guangzhou Tinci Materials Technology Co.Ltd(002709) said that the industry related to new energy vehicles maintained a high momentum of development, the production and sales of the company’s products were booming, the new production capacity climbed smoothly, the self-production rate of main raw materials increased steadily, and achieved good business results.
Good news also came from Malion New Materials Co.Ltd(300586) , Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) , etc. Among them, Malion New Materials Co.Ltd(300586) said that the production and sales of the company’s main products are booming, and the two business segments of color masterbatch and fine chemical industry have achieved good business results. In particular, the operating revenue and net profit of the fine chemical business segment have increased significantly year-on-year, and the revenue and net profit are expected to increase by 44% and 202% respectively Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) said that after preliminary accounting, the company achieved a total operating revenue of about 2.6 billion yuan from January to February, an increase of 24% year-on-year; The net profit was about 260 million yuan, a year-on-year increase of 122%.
