Kweichow Moutai Co.Ltd(600519) disclosed the main operating data from January to February 2022 on March 8, which is the first monthly operating data released by Kweichow Moutai Co.Ltd(600519) since its listing. Less than a week later, more than 70 A-share listed companies relay the first monthly operating data in history, which is rare in history.
It can be seen that these companies are the leaders of their respective industries. Many companies said bluntly in the announcement, “from January to February 2022, the relevant industries maintained a high outlook, the company’s business production and sales were booming, and achieved a good business start”.
Affected by the significant improvement of performance, the share prices of relevant companies rebounded sharply, stabilizing market confidence.
new energy vehicles, semiconductors and other industries boom
According to the statistics of Shanghai Securities News, as of March 12, excluding the real estate, aquaculture and other companies that had previously disclosed the monthly data as daily disclosure, 74 A-share companies disclosed the monthly operating data from January to February 2022 for the first time.
Through detailed analysis of the reasons for the growth of the 74 companies, I found that the new energy vehicles, semiconductor, Baijiu, basic chemicals and other industrial sectors maintained a healthy rise.
new energy vehicle industry chain can be called the “first brother” of the landscape. 11 companies in the industry chain unanimously pointed out that benefiting from the high landscape of new energy vehicle related industries, the performance of the company increased significantly in the first two months of this year
Guangzhou Tinci Materials Technology Co.Ltd(002709) is the global leader in electrolyte. The company announced that the industry related to new energy vehicles has maintained a high outlook, the production and marketing of the company’s main products are booming, the new production capacity climbs smoothly, the self-production rate of main raw materials has increased steadily, and good business results have been achieved. According to the preliminary accounting of the company, from January to February 2022, 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%.
As a leading enterprise in China’s diaphragm industry, Shenzhen Senior Technology Material Co.Ltd(300568) preliminary accounting shows that in the first two months of 2022, the company achieved an operating revenue of about 425 million yuan, an increase of about 60% year-on-year; The net profit was about 95 million yuan, a year-on-year increase of about 160%.
Glass fiber leader China Jushi Co.Ltd(600176) said that the increase in demand for lightweight products brought about by the increase in sales of new energy vehicles was one of the reasons why the company’s total profit increased by more than 60% year-on-year from January to February.
the prosperity of semiconductor market is also improving. The revenue and net profit of seven semiconductor companies increased significantly in the first two months of this year, realizing a “good start” in performance
Semiconductor Manufacturing International Corporation(688981) 2021’s business performance increased rapidly, and there are still surprises in 2022. The latest disclosure shows that from January to February, the company achieved an operating revenue of about US $1.223 billion, a year-on-year increase of 59.1%; The net profit was about US $309 million, a year-on-year increase of 94.9%.
As a leading manufacturer of semiconductor equipment in China, Naura Technology Group Co.Ltd(002371) said that due to the strong demand in the downstream market of its main business, the company’s semiconductor equipment and electronic components business continued to grow. According to preliminary accounting, the company achieved an operating revenue of 1.366 billion yuan in the first two months, with a year-on-year increase of about 135%; New orders exceeded 3 billion yuan, a year-on-year increase of more than 60%.
In addition, semiconductor industry companies such as National Silicon Industry Group Co.Ltd(688126) , Montage Technology Co.Ltd(688008) , Hangzhou Lion Electronics Co.Ltd(605358) , China Resources Microelectronics Limited(688396) , Beijing Huafeng Test & Control Technology Co.Ltd(688200) and others also said that their industries have high prosperity, strong market demand, full sales orders, continuous release of production capacity, and continuous improvement of production and sales of main products.
The performance of basic chemical industry is also commendable. Including Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) , Jiangsu Yangnong Chemical Co.Ltd(600486) , Sichuan Development Lomon Co.Ltd(002312) , Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) and other 11 chemical enterprises have said that the company’s production and sales are booming, and the volume and price of its main products are increasing at the same time.
Kweichow Moutai Co.Ltd(600519) led the 5 Baijiu enterprises, such as Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) , Jiugui Liquor Co.Ltd(000799) , Tian You De Jiu and Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , and announced that: in early 2022, the sales momentum of the products was good, and the market was booming.
In addition, the boom performance of coal, nonferrous metals, cro and other sub industries is also prominent.
net profit of 28 companies increased by more than 100% year on year
Among the 74 A-share listed companies, 28 companies increased their net profit by more than 100% year-on-year from January to February this year. Among them, the net profit of Jizhong Energy Resources Co.Ltd(000937) \ and Tongwei Co.Ltd(600438) and other nine companies increased their net profits by more than three times.
Top Resource Conservation & Environment Corp(300332) net profit increased by 17 times year-on-year, and operating revenue increased by 1.7 times year-on-year. The company said that since 2022, the company’s gas sector business has maintained a rapid growth momentum, the water and waste heat power generation sectors have developed steadily, and the operating performance has increased significantly year-on-year.
At the same time, the main business income of 10 companies including Sichuan Hebang Biotechnology Co.Ltd(603077) , Jiugui Liquor Co.Ltd(000799) , Beijing Easpring Material Technology Co.Ltd(300073) and others increased by more than 100% year-on-year, which truly reflects the good trend of industry prosperity and booming production and marketing.
12 companies crossing the “epidemic”
From January to February 2022, the performance increased significantly year-on-year, which means that the performance in the first quarter is expected to be happy. It has been more than two years since the epidemic began in 2020. If the performance of the company in the first quarter of 2020 and the first quarter of 2021 is also increased year-on-year, then these companies are the “kings” who really cross the epidemic.
Based on the results from January to February, it can be found that there are 12 listed companies that are expected to achieve year-on-year growth in operating revenue and net profit in the first quarter of the past three years (20202022) among them, Kweichow Moutai Co.Ltd(600519) , Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) , Hangzhou Tigermed Consulting Co.Ltd(300347) , Naura Technology Group Co.Ltd(002371) , Sichuan Development Lomon Co.Ltd(002312) , China International Capital Corporation Limited(601995) , Semiconductor Manufacturing International Corporation(688981) , etc. are absolute leaders in the industry.
Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) is the only bank selected. It has achieved year-on-year growth in net profit in the first quarter of three consecutive years and excellent profitability. From January to February 2022, the company achieved an operating revenue of 1.668 billion yuan, a year-on-year increase of 27.94%; The net profit was 481 million yuan, a year-on-year increase of 25.64%. By the end of February 2022, the total assets of the company were 266.5 billion yuan, an increase of 8.07% over the beginning of the year; The total loan was 172.3 billion yuan, an increase of 5.80% over the beginning of the year; The total deposit was 204.2 billion yuan, an increase of 11.56% over the beginning of the year. The non-performing loan ratio was 0.81%, and the provision coverage was 520.98%.
