“Mao style protective sector” adds another wave of imitators. On March 10, the dairy giant Inner Mongolia Yili Industrial Group Co.Ltd(600887) released the operating data from January to February 2022. The revenue and total profit increased by more than 15% and 30% respectively year-on-year. The harvest was the strongest “good start” in the history, and the overall performance hit a new record.
According to the reporter’s statistics, after Kweichow Moutai Co.Ltd(600519) , Semiconductor Manufacturing International Corporation(688981) and Semiconductor Manufacturing International Corporation(688981) , more than 30 industry leading companies showed their latest operating books on March 10, showing the momentum of performance growth and passing confidence to investors. These companies cover the manufacturing industry, food industry, textile industry, manufacturing industry, electronic chip industry and other fields. Some companies take the initiative to announce the recent winning projects, increase good news and enhance market confidence.
According to statistics, on March 10, a total of 68 companies in Shanghai stock market submitted value information announcements. Among them, 22 are performance letters and annual reports, 34 are business data, and 12 disclose major contracts, project progress and other matters to convey the “good voice” of growth to the market.
performance of leading companies increased steadily
After the liquor companies such as Kweichow Moutai Co.Ltd(600519) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) etc. released the operating data of the first two months, the leading dairy company Inner Mongolia Yili Industrial Group Co.Ltd(600887) also kept pace with the times. The company announced on March 10 that the total operating revenue from January to February was 21.5 billion yuan, an increase of more than 15% over the same period of the previous year; The total profit was 3.3 billion yuan, a year-on-year increase of more than 20% Inner Mongolia Yili Industrial Group Co.Ltd(600887) said that the company actively grasped the opportunity of consumption growth, with a monthly operating revenue of more than 10 billion yuan, the strongest “good start” in the history, and the overall performance hit a new record.
It is reported that from January to February 2022, Inner Mongolia Yili Industrial Group Co.Ltd(600887) its liquid milk, milk powder and dairy products, cold drinks and other businesses maintained a good growth trend. Among them, jinlingguan infant milk powder took the lead in completing the formula upgrading, becoming the first batch of infant formula milk powder in China that meets the new national standard of milk powder, further improving the product competitiveness. From January to February, jinlingguan’s sales revenue increased by more than 30% year-on-year, ranking the first in the industry.
The business data of Ningbo Shanshan Co.Ltd(600884) the leader of lithium battery materials is also bright. From January to February 2022, Ningbo Shanshan Co.Ltd(600884) achieved an operating revenue of about 3.214 billion yuan, with a year-on-year increase of about 44%; The net profit was about 566 million yuan, a year-on-year increase of about 313%. The company said that the main reason for the performance growth in the first two months was that the downstream market demand of the negative material business continued to be strong, and the company’s products were in short supply. At the same time, since February 1, the polarizer business included in the consolidation scope has developed stably and brought high performance contribution. In addition, the company sold 100% equity of Hunan Yongshan Lithium Industry Co., Ltd. during the period, and the profit growth includes the corresponding investment income obtained.
Tax exempt leader China Tourism Group Duty Free Corporation Limited(601888) achieved double-digit revenue and net profit growth on the basis of high performance base last year. The announcement shows that from January to February, the company achieved an operating revenue of about 13.1 billion yuan, a year-on-year increase of about 20%; The net profit attributable to shareholders of listed companies was about 2.4 billion yuan, a year-on-year increase of about 20%.
multi industry boom
In addition to the leading company HENGQIANG, the prosperity of many industries such as chip, new energy and chemical industry is high. Many companies have “reported good news” one after another, showing the strong resilience of China’s economy.
In the chip industry, the performance continued to grow steadily from January to February. Among them, Montage Technology Co.Ltd(688008) 1-february achieved an operating revenue of 620 million yuan, an increase of 211% year-on-year; The net profit was 220 million yuan, a year-on-year increase of 157%. The company said that thanks to the continuous shipment of its first generation ddr5 memory interface chip, memory module supporting chip and other new products, the company made a good start in 2022 Ningbo Joyson Electronic Corp(600699) disclosed that the company expects to achieve an operating revenue of about 7.4 billion yuan from January to February. Since 2022, the company’s automotive electronics and automotive safety business has successively obtained orders from world-renowned customers. At present, the cumulative amount of orders on hand (the whole life cycle) exceeds 295 billion yuan.
In the new energy industry, the Jiangsu Zhongtian Technology Co.Ltd(600522) announcement disclosed that the total operating revenue from January to February was 6 billion yuan, a year-on-year increase of 17%; The net profit was 800 million yuan, a year-on-year increase of 300%. The company said that this is due to the rapid development of offshore wind power and new energy under the background of carbon neutrality, and the company’s business quality has been significantly improved.
In the chemical industry, affected by the tight relationship between supply and demand, the prosperity of the phosphorus chemical industry has been continuously improved since last year, and the performance expectations of many phosphorus chemical enterprises have been continuously strengthened Sichuan Hebang Biotechnology Co.Ltd(603077) disclosed that from January to February this year, the total operating revenue was about 1.8 billion yuan, a year-on-year increase of 100%; The net profit was about 650 million yuan, a year-on-year increase of more than 500% In Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) 1-february, the operating revenue and net profit were 4.137 billion yuan and 751 million yuan respectively, with a year-on-year increase of 86% and 418% respectively.
In the pharmaceutical industry, the net profit from Jointown Pharmaceutical Group Co.Ltd(600998) 1-february increased by more than 15% year-on-year, and the net profit from January to March 2022 is expected to be 471 million yuan to 496 million yuan, with a year-on-year increase of 12% – 18% From Meinian Onehealth Healthcare Holdings Co.Ltd(002044) 1 to February, the operating revenue increased by 17% year-on-year, of which the number of inspectors increased by 5% year-on-year, and the customer unit price increased by 12% year-on-year.
More than one company
In addition to announcing the latest business performance to investors, there are also ways to deliver the latest business performance to investors.
Ningbo Orient Wires & Cables Co.Ltd(603606) announced that it has won the bid of 700 million yuan for cable projects related to Bohai oilfield and Qionghai gas field recently Wolong Electric Group Co.Ltd(600580) announced that the subsidiary Wolong ZF won the bid for a platform project of Geely Automobile of RMB 1.266 billion Hengtong Optic-Electric Co.Ltd(600487) announcement: Recently, the company and its holding subsidiaries successively won the bid for a number of offshore wind power projects, including “Vietnam jin’ou offshore wind power project”, with a total amount of 1.443 billion yuan, accounting for 4.46% of the company’s audited operating revenue in 2020.
In addition, the two Chinese prefix enterprises disclosed the signing of orders in the operation from January to February 2022. Among them, Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) company signed 1229 new energy and power, water resources and environment, infrastructure and other projects from January to February, with a total contract amount of 121182 billion yuan, a year-on-year increase of 1.67% China State Construction Engineering Corporation Limited(601668) 1-february, the total amount of newly signed contracts was 477.1 billion yuan, an increase of 1.5% over the same period last year.
