In March, with the disclosure of annual reports of listed companies, the transcripts of various industries in 2021 were also presented to investors. As far as Shandong is concerned, the manufacturing industry is undoubtedly the most prominent among many industries. Up to now, a total of 68 listed Lu shares have released the performance express of 2021, realizing a total net profit attributable to the parent of 70.976 billion yuan, of which 55 manufacturing enterprises have a net profit attributable to the parent of 60.396 billion yuan, accounting for 85%. Compared with 2020, the net profit attributable to the parent of these 55 companies increased by 63.4%.
It is worth noting that among the 13 enterprises with net profit attributable to the parent company exceeding 1 billion yuan, except for the three financial enterprises Qilu Bank Co.Ltd(601665) , Zhongtai Securities Co.Ltd(600918) and Bank Of Qingdao Co.Ltd(002948) the others are manufacturing enterprises, of which the net profit of 6 companies doubled. It has to be said that the manufacturing industry plays an important role in Shandong.
(data source: wind)
in 2021, Shandong’s traditional manufacturing industry ushered in a big burst of performance, Wanhua Chemical Group Co.Ltd(600309) Chenglu enterprise “profit king”
At the just concluded national two sessions, Xiao Yaqing, Minister of industry and information technology, introduced that China’s total manufacturing industry has ranked first in the world for 12 consecutive years. “The 31 major categories of manufacturing industry, 207 medium categories and 666 sub categories of industry are complete, which is unique in the world.” As a major manufacturing province, Shandong has a position that can not be ignored in terms of total amount and categories. In terms of industrial categories, Shandong has all 41 industrial categories, 197 of 207 industrial categories and 526 of 666 industrial categories. It is one of the provinces with the most complete industrial categories, the strongest foundation, the most perfect structure and the most complete supporting facilities in China. The output of more than 100 key products ranks among the top three in China, and 46 products rank first in China.
Taking Wanhua Chemical Group Co.Ltd(600309) as an example, as China’s most technologically and scale advantageous new chemical materials company, with continuous technological innovation and upgrading and global operation layout, it has made amazing achievements again in 2021. The company’s net income per share is expected to be RMB 1453.7 billion, with a year-on-year increase of RMB 1453.7%, which is expected to be attributable to shareholders, with a year-on-year increase of RMB 1453.7%, and the net income per share is expected to be RMB 1453.8 billion, a year-on-year increase of RMB 249.5%.
In this regard, Wanhua Chemical Group Co.Ltd(600309) said that in 2021, the vaccination rate of the world’s major economies increased, the economy recovered, and the demand of the global chemical products market boosted. However, some chemical plants in the world are affected by extreme weather, epidemic and other factors, resulting in supply shortage, resulting in fluctuations in the global chemical supply chain, phased imbalance between supply and demand, and rising prices of chemical products.
With the technical transformation of Yantai MDI unit and the commissioning of new production capacity and new units such as one million tons of ethylene, the company has improved the supply capacity of the global market. At the same time, relying on the global supply chain and channel layout for many years, it has overcome many adverse factors such as epidemic situation, orderly ensured the market supply of global core customers, and the volume and price of major products such as polyurethane, petrochemical and fine chemicals have risen simultaneously, The operating revenue and profit of the group have increased significantly.
( Wanhua Chemical Group Co.Ltd(600309) r & D expenses from 2018 to 2020)
Coincidentally, as a new chemical enterprise with multiple industries and combined production in China, Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) ( Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) ) also ushered in a major performance explosion in 2021. It is expected to achieve an operating revenue of 26.647 billion yuan in 2021, with a year-on-year increase of 103.18%; The net profit attributable to shareholders of listed companies was 7.254 billion yuan, a year-on-year increase of more than three times. In addition to the impact of the cyclical improvement of the chemical industry last year, the company also actively promoted the construction and start-up of new projects, strengthened system optimization and production control, timely adjusted the product structure, and realized the stable and efficient operation of production units. It is worth mentioning that in the first two months of this year, Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) achieved a net profit of about 1.6 billion yuan, a year-on-year increase of about 110%, and Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) achieved a total operating revenue of about 5.3 billion yuan, a year-on-year increase of about 75%.
In addition, reporters also pay attention to the layout of traditional and new industries and new materials chain.
According to the statistics of poster news reporters, Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) stocks have been rated by 22 institutions in the past 90 days, including 21 purchase ratings and 1 overweight rating; The average target price of the institution in the past 90 days was 46.02 yuan.
(most institutions still believe that “performance is king”)
According to the data, by the end of 2021, Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) total assets reached 28.653 billion yuan, and the owner’s equity attributable to shareholders of listed companies was 22.256 billion yuan, an increase of 39.44% and 43.87% respectively over the end of the previous year.
Shandong Nanshan Aluminium Co.Ltd(600219) ( Shandong Nanshan Aluminium Co.Ltd(600219) ), which ranked third in the ranking of net profit increase, also achieved quite brilliant results in 2021 by adjusting the product structure. It is reported that the proportion of high-end products of the company continues to increase, and gradually consolidate the strategic positioning of high-end manufacturing and intensive processing of the company. At the same time, with the in-depth promotion of the national “carbon peak and carbon neutralization” strategy, new energy vehicles show a rapid and vigorous development momentum. Thanks to the strong market demand brought by the downstream industry, Shandong Nanshan Aluminium Co.Ltd(600219) automobile sector products enjoyed a booming production and sales in 2021, with a significant increase over the same period last year, with sales exceeding 110000 tons, and the overall profit growth was obvious. With the significant increase of automobile sector production and sales, the company further consolidated its position as a leading enterprise of China’s automobile sector.
In 2021, Shandong Nanshan Aluminium Co.Ltd(600219) achieved an operating revenue of 28.725 billion yuan, a year-on-year increase of 28.82%; The net profit attributable to shareholders of listed companies was 3.406 billion yuan, a year-on-year increase of 66.18%.
listed companies lead the scientific and technological innovation of traditional enterprises, and Shandong traditional manufacturing industry ushers in new opportunities for development
If the traditional manufacturing industry is the advantageous industry in Shandong’s industrial development, then scientific and technological innovation is a new engine to drive Shandong’s economic development.
In 2021, Shandong insisted on deploying the innovation chain around the industrial chain, arranging the industrial chain around the innovation chain, establishing an “science and technology + industry” innovation ecological consultation mechanism, and promoting the close combination of scientific and technological innovation and industrial development. Among them, Shandong listed companies are undoubtedly in the forefront of industry development.
The reporter learned that at present, Wanhua Chemical Group Co.Ltd(600309) has more than 2700 intellectual property rights (patents). In the first half of 2021, 251 invention patents were applied for outside China, and 284 invention patents were newly authorized Qingdao Haier Biomedical Co.Ltd(688139) is currently the only biomedical cryogenic storage device service provider in the world covering the – 196 to 8 full temperature range. The company and its subsidiaries have a total of 263 approved and pending patents, including 65 invention patents; As a scientific and technological innovation driven enterprise, Bloomage Biotechnology Corporation Limited(688363) based on basic research, has built three basic research platforms: microbial fermentation, application mechanism research and development and synthetic biology. At the same time, it focuses on application basic research, and has built three basic application research platforms: cross-linking technology, pilot transformation and formula process research and development, so as to realize the material development of 1-10-100.
The reporter noted that Bloomage Biotechnology Corporation Limited(688363) has continuously increased its R & D investment in recent years. In the first three quarters of 2021, the company invested 192 million yuan in R & D expenses, a year-on-year increase of 101.18%, and the number of R & D personnel has reached 537.
Shandong may take off again with the help of “specialization and innovation”
When it comes to scientific and technological innovation, we have to mention the concept of “specialization and innovation”. At this year’s national two sessions, “specialization and innovation” has become a hot word repeatedly mentioned. Xiao Yaqing, Minister of industry and information technology, said that in 2022, it is planned to cultivate about 3000 more national specialized and special new “little giant” enterprises, and drive the provinces to cultivate about 50000 “specialized and special new” small and medium-sized enterprises. As the only province with all industrial categories in China, Shandong has a huge resource pool of “specialized and special new”, and the number of enterprises in this field ranks third in China. Under this background, Shandong will undoubtedly usher in another wave of development opportunities.
At the press conference of Shandong provincial government held in January this year, an Wenjian, deputy director of the Department of industry and information technology of Shandong Province, introduced that Shandong Province has received 362 national specialized and new “little giant” enterprises, ranking the third in the country. More than 70% of those who have been deeply engaged in the main business for more than 10 years and more than 80% of them rank first in the market segments of the province 83% of the products and technologies belong to the key fields to make up for weaknesses or fill China’s international gaps; It has cultivated 3424 provincial “specialized and special new” small and medium-sized enterprises, 1140 gazelle enterprises and 20 Unicorn enterprises within the validity period. According to statistics, all state-level specialized and new “little giant” enterprises in the province have established R & D institutions, accounting for an average of more than 6% in recent two years, with more than 10 effective invention patents, and 65% of them preside over or participate in the formulation of international, national and industrial standards.
An Wenjian said that Shandong Province strives to stimulate the emergence of a large number of “specialized and special new” enterprises by 2025, including about 10000 provincial “specialized and special new” small and medium-sized enterprises and about 750 national “small giant” enterprises, providing strong support for promoting the high-quality economic development of the province and realizing the goal of building a strong modern Province in the new era.
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