On March 15, two more companies on the science and Innovation Board disclosed the annual report of 2021, and the performance of Xinjiang Daqo New Energy Co.Ltd(688303) , Guizhou Aviation Technical Development Co.Ltd(688239) and Guizhou Aviation Technical Development Co.Ltd(688239) in 2021 achieved high growth. According to the previously released performance express, 90% of the scientific innovation board companies achieved revenue growth in 2021, of which the net profit of 55 companies doubled, which can be described as "another level" of the overall performance.
Can the first quarterly report of this year continue to be brilliant? According to the statistics of the reporter of Shanghai Securities News, recently, a number of science and Innovation Board companies have successively disclosed the business data in the first two months of this year. On the whole, increasing income and profits, and the performance of many companies even exceeded expectations.
another two companies disclosed that the annual report continued to grow at a high rate
Following Apt Medical Inc(688617) , Bloomage Biotechnology Corporation Limited(688363) , Beijing Huafeng Test & Control Technology Co.Ltd(688200) , two companies on the science and Innovation Board disclosed their annual reports for 2021, and their performance continued to be jubilant.
Xinjiang Daqo New Energy Co.Ltd(688303) disclosed that the company achieved an operating revenue of 10.832 billion yuan in 2021, with a year-on-year increase of 132.23%; The net profit was 5.724 billion yuan, a year-on-year increase of 448.56% Guizhou Aviation Technical Development Co.Ltd(688239) disclosed that the company achieved an operating revenue of 960 million yuan in 2021, an increase of 43.11% year-on-year; The net profit was 139 million yuan, a year-on-year increase of 91.13%.
For the high performance growth, Xinjiang Daqo New Energy Co.Ltd(688303) disclosed that the silicon market was in short supply in 2021, and the company's Silicon price and gross profit rose sharply Guizhou Aviation Technical Development Co.Ltd(688239) said that in 2021, the market and customer demand in the field of downstream aviation, aerospace, gas turbine and energy equipment increased. The company seized the market opportunity to maintain and consolidate existing customers, explore and cultivate new customers, and strengthen product research and development to ensure customer order delivery, increase the company's business income, and further reduce costs and increase efficiency under the effect of scale.
How about the performance of the whole scientific innovation board company if the "pioneer officer" can play so well?
The reporter of Shanghai Securities News combed the previously released performance express. In 2021, the listed companies on the science and Innovation Board achieved a total operating revenue of 812693 billion yuan, a year-on-year increase of 36%; The total net profit attributable to the parent company was 92.909 billion yuan, a year-on-year increase of 72%. Among them, nearly 90% of the companies achieved year-on-year growth in revenue, nearly 70% of the companies achieved year-on-year growth in net profit attributable to the parent, and the net profit of 55 companies doubled year-on-year.
The growth rate of Kechuang's performance is more than 18 times Beijing Hotgen Biotech Co.Ltd(688068) it is estimated that the operating revenue will reach 5.372 billion yuan in 2021, with a year-on-year increase of 946.14%; The net profit was 2.193 billion yuan, a year-on-year increase of 185681%.
the operating data in the first two months has exceeded the sum of the first quarter of last year
After all, the annual report reflects the "past tense". At present and even in the next reporting period, how are the operating conditions of listed companies on the science and innovation board? The newly released operation data from January to February is the freshest and reliable reference index.
As a "chip brother", he took the lead on Semiconductor Manufacturing International Corporation(688981) 8, opening the curtain of business data disclosure of listed companies on the science and innovation board Semiconductor Manufacturing International Corporation(688981) announced that from January to February, the company achieved an operating revenue of about $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%. The profit growth is significantly greater than the revenue growth, which shows that its profitability has been significantly improved.
According to the reporter's statistics, as of March 15, there were 12 Sci-tech Innovation Board companies that disclosed the business data from January to February (of which Xinjiang Daqo New Energy Co.Ltd(688303) released the sales forecast for the first quarter), all of which showed that the business was booming. In particular, the revenues and profits of Montage Technology Co.Ltd(688008) , Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Shenzhen Xinyichang Technology Co.Ltd(688383) and other companies in the first two months have exceeded the sum of the first quarter of last year, fully showing the high growth momentum of the company.
Specifically, Montage Technology Co.Ltd(688008) from January to February this year, the operating revenue was about 620 million yuan, an increase of 211% year-on-year; The net profit attributable to the shareholders of the listed company was about 220 million yuan, a year-on-year increase of about 157%. In the first quarter of 2021, the company realized an operating revenue of 300 million yuan and a net profit of 134 million yuan.
Beijing Huafeng Test & Control Technology Co.Ltd(688200) from January to February this year, the operating revenue reached 199 million yuan, a year-on-year increase of 171.97%; The net profit attributable to the shareholders of the listed company was 105 million yuan, a year-on-year increase of 241.35%. The company's operating revenue and net profit in the first quarter of 2021 were 116 million yuan and 27 million yuan respectively.
Shenzhen Xinyichang Technology Co.Ltd(688383) from January to February this year, the operating revenue was 238 million yuan, an increase of 114.09% year-on-year; The net profit attributable to shareholders of listed companies was 43 million yuan, a year-on-year increase of 133.62%. The company achieved revenue and net profit of 201 million yuan and 39 million yuan respectively in the first quarter of 2021.
In addition, Guizhou Zhenhua E-Chem Inc(688707) expects to achieve a revenue of 1.626 billion yuan in the first two months of this year, an increase of 180% year-on-year. The company's revenue in the first quarter of last year was 987 million yuan National Silicon Industry Group Co.Ltd(688126) it is estimated that the net profit after non deduction in the first two months of this year is -08 million yuan, and the net profit after non deduction in the first quarter of last year was -77 million yuan, indicating a significant increase in the profitability of the company.
track continues to expand production with high prosperity and continuous technological breakthroughs
The overall performance of Kechuang board company is "booming". The performance, orders and other information of leading companies reflect the high scenery of many tracks such as semiconductor, photovoltaic and lithium battery. After making a good start in the first quarter, relevant companies are expected to achieve relay growth in the next quarter of this year. At the same time, the company continues to show more technological breakthroughs.
Xinjiang Daqo New Energy Co.Ltd(688303) in the 2021 annual report, it is disclosed that with the expansion of production of Companies in the industry, the silicon material production capacity will increase, but the company expects that the supply-demand relationship of silicon material link will remain in tight balance in 2022.
The photovoltaic industry is booming, and Xinjiang Daqo New Energy Co.Ltd(688303) has disclosed a production expansion plan with a total investment of 33.25 billion yuan. Among them, the phase I project will build 100000 t / a high-purity polysilicon + 1000 t / a semiconductor polysilicon, with an estimated total investment of 8.55 billion yuan. It is expected to start in the first quarter of 2022 and put into operation in the second quarter of 2023.
Wafer factory is the wind vane of semiconductor prosperity Semiconductor Manufacturing International Corporation(688981) previous performance presentations have fully explained the prosperity of the industry and the profitability of the company Semiconductor Manufacturing International Corporation(688981) acting chairman Gao Yonggang said that under the condition that the overall production capacity of the industry is in short supply, the demand in some application fields slows down, and the overall shortage of production capacity gradually turns into the stage of structural shortage. The company expects that the annual sales revenue growth will be better than the average value of the OEM industry, and the gross profit margin is higher than the company's level in 2021.
The track is in a long business cycle, and the company is confident in the future. Companies in the semiconductor industry chain have started to expand production. In order to double the production capacity, Semiconductor Manufacturing International Corporation(688981) disclosed that the capital expenditure in 2022 is expected to be about US $5 billion, and the planned new production capacity equivalent to 8 inches is 130000 to 150000 pieces, which will be more than the new production capacity in 2021 National Silicon Industry Group Co.Ltd(688126) just completed the fixed increase financing of 5 billion yuan. After this round of expansion, the company's production capacity will reach Shanghai Pudong Development Bank Co.Ltd(600000) pieces / month, so as to further improve the scale effect.
At the same time, Kechuang board also continues to show the "hard core" of scientific and technological innovation. On the evening of the 15th, Galaxycore Inc(688728) disclosed that the company's 12 inch CIS integrated circuit characteristic process R & D and industrialization project was progressing smoothly, 8 million pixel CMOS image sensor had been mass produced in Chinese wafer factories, and 16 million pixel CMOS image sensor had been verified by major mobile phone brand customers Liaoning Chengda Biotechnology Co.Ltd(688739) disclosed that the 15 valent human papillomavirus (HPV) vaccine jointly developed by the company was accepted in phase I clinical trial.
