Kweichow Moutai Co.Ltd(600519) disclosed the main operating data from January to February 2022 on March 8, which is the first two-month operating data since Kweichow Moutai Co.Ltd(600519) listing. Less than a week later, a total of 77 A-share companies disclosed the first operating data of the first two months in history, which is rare in history.
It can be seen from the combing that these companies are the leaders of their respective industries. Many companies said 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 made a good business start”.
Affected by the sharp increase in performance, the share prices of relevant companies rebounded sharply last week, stabilizing market confidence.
new energy vehicles, semiconductors and other industries boom
According to the information statistics of Shanghai Securities News, as of the evening of March 13, excluding the real estate, aquaculture and other companies that had previously disclosed monthly data as daily disclosure, 77 A-share companies disclosed the operating data for the first two months from January to February 2022 for the first time.
Combing the data of these 77 companies, we can see that the new energy vehicles, semiconductor, Baijiu, basic chemicals and other industrial sectors are keeping up with the boom.
The new energy vehicle industry chain is the “first brother” of the boom. 11 companies unanimously said that their performance increased significantly in the first two months of this year, benefiting from the high performance of new energy vehicle related industries.
The global electrolyte leader Guangzhou Tinci Materials Technology Co.Ltd(002709) announced that the industry related to new energy vehicles has maintained a high outlook, the production and sales 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, with a year-on-year increase of about 260%; The net profit was about 860 million yuan, a year-on-year increase of about 470%.
Shenzhen Senior Technology Material Co.Ltd(300568) preliminary accounting of China’s leading enterprise in diaphragm industry 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, with 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 by the growth 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 the semiconductor industry is also improving. The revenue and net profit of the seven semiconductor companies that disclosed their operating data increased significantly in the first two months of this year.
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%.
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%.
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 other semiconductor companies said that their industry has a 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 the basic chemical industry is also commendable. 11 chemical enterprises, 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) , said that the company’s production and sales were booming and the volume and price of its main products increased simultaneously.
Kweichow Moutai Co.Ltd(600519) , the leading 5 Baijiu enterprises, including 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) , announced that the sales momentum of the products was good in early 2022, 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 29 companies increased by over 100% year on year
Among the above 77 companies, 29 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) \ , Jiangsu Lopal Tech.Co.Ltd(603906) and Tongwei Co.Ltd(600438) the net profit of nine companies increased by more than three times.
Top Resource Conservation & Environment Corp(300332) the net profit in the first two months increased by 17 times year-on-year, and the 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.
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 in the first two months, which truly reflects the good trend of industry prosperity and booming production and marketing.
The significant year-on-year increase in the performance of the first two months means that the performance of the first quarter is expected to be happy, so it can be inferred that the performance of the 77 companies in the first quarter of this year will be increased in advance.
Based on the performance from January to February this year, it can be found that 12 listed companies are expected to achieve year-on-year growth in operating revenue and net profit in the first quarter of nearly three years (2020 to 2022). 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 leading enterprises in the industry.
