On March 10, a number of companies joined the ranks of voluntary disclosure of the “February newspaper” and handed over bright transcripts in unison. A new force suddenly rises. The chemical industry, Baijiu and semiconductors also perform well. Among them, the net profit growth of Sichuan Hebang Biotechnology Co.Ltd(603077) and Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) 12 in phosphorus chemical enterprises reached 500% and 418% respectively.
Ningbo Shanshan Co.Ltd(600884) released the main business data from January to February 2022. After preliminary accounting, the operating revenue in the first two months of this year was about 3.214 billion yuan, a year-on-year increase of about 44%; The net profit was about 566 million yuan, a year-on-year increase of about 313%.
Benefiting from the rapid development of offshore wind power and new energy, Jiangsu Zhongtian Technology Co.Ltd(600522) this year recorded an operating revenue of about 6 billion yuan from January to February, a year-on-year increase of 17%; The net profit was about 800 million yuan, a year-on-year increase of 3 times.
Electrolyte leader Guangzhou Tinci Materials Technology Co.Ltd(002709) also released monthly operating data. From January to February, the operating revenue was 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 470%.
Since last year, under the tight market pattern of supply and demand, the price of phosphorus chemical products has generally risen, and the prosperity of the industry has been continuously improved. Due to the advantages of large-scale production capacity and raw materials, many phosphorus chemical enterprises have sought transformation to new energy, and the performance expectation has continued to rise.
According to Sichuan Hebang Biotechnology Co.Ltd(603077) operating data, the total operating revenue from January to February this year was about 1.8 billion yuan, doubling year-on-year; The net profit was about 650 million yuan, a year-on-year increase of 5 times Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) 1-february operating income and net profit were 4.137 billion yuan and 751 million yuan respectively, with a year-on-year increase of 86% and 418% respectively; The high-profile announcement of cross-border new energy realized an operating revenue of about 1.342 billion yuan from Sichuan Development Lomon Co.Ltd(002312) 1-february, an increase of about 50% year-on-year; The net profit was about 126 million yuan, with a year-on-year increase of about 60%.
Sichuan Hebang Biotechnology Co.Ltd(603077) said that the company’s main products are glyphosate, glyphosate, soda ash, ammonium chloride and glass. Benefiting from the improvement of environmental protection requirements and the further clearing of backward production capacity caused by the epidemic, the expansion of production capacity is limited, which is superimposed on the growth of downstream demand, driving the rise of sales price.
In March 7th, Kweichow Moutai Co.Ltd(600519) fired the first shot of Baijiu enterprise’s monthly data disclosure, successfully achieved a good start, and said that the product sales momentum was good, and the market was showing a good sales trend. From January to February 2022, the company’s total operating revenue and net profit were about 20.2 billion yuan and 10.2 billion yuan respectively, with a year-on-year increase of about 20%.
On March 9, Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) disclosed the operating data from January to February, and the operating revenue exceeded 7.4 billion yuan, a year-on-year increase of more than 35%; The net profit was more than 2.7 billion yuan, with a year-on-year growth rate of more than 50%, both breaking the best level in history.
On March 10, Jiugui Liquor Co.Ltd(000799) reported the good news again. From January to February, it is expected to achieve total operating revenue and net profit of about 1.4 billion yuan and 465 million yuan, with a year-on-year increase of 120% and 130%.
In addition, good news also came from a number of semiconductor enterprises. According to the operating data of China Resources Microelectronics Limited(688396) 1-february, the operating revenue in the first two months is expected to reach 1.64 billion yuan, an increase of about 25% year-on-year; The net profit was about 360 million yuan, a year-on-year increase of 75% Hangzhou Lion Electronics Co.Ltd(605358) 1-february revenue and net profit were 458 million yuan and 131 million yuan respectively, with a year-on-year increase of 84% and 253%; “Chip brother” Semiconductor Manufacturing International Corporation(688981) 2022 also reaped a full harvest in the first two months. After preliminary accounting, the company realized an operating revenue of about US $1.223 billion from January to February, an increase of 59.1% year-on-year; The net profit reached about US $309 million, a year-on-year increase of 94.9%.
