The peak of annual report disclosure in 2021 has not yet arrived, but the footsteps of the first quarterly report in 2022 have sounded. On March 24, the Shanghai Stock Exchange released the scheduled disclosure schedule for the 2022 first quarterly report of Shanghai main board companies, and Zhongnongfa Seed Industry Group Co.Ltd(600313) will take the lead in releasing the first quarterly report on April 8, opening the prelude to the first quarterly report of Shanghai main board. Next, Shandong Jinjing Science And Technology Stock Co.Ltd(600586) , Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , Zijin Mining Group Company Limited(601899) , Shanghai Putailai New Energy Technology Co.Ltd(603659) , Zhuzhou Kibing Group Co.Ltd(601636) , 5 companies will release the first quarterly report report report. After April 15, the disclosure of the first quarterly report will gradually enter the peak period until April 30.
According to the past tradition, companies that make an appointment to release their transcripts first often have good performance. The reporter noted that the performance of Zhongnongfa Seed Industry Group Co.Ltd(600313) in the first three quarters of last year was not ideal. According to the third quarterly report of 2021, the company realized an operating revenue of 2.804 billion yuan from January to September, with a year-on-year increase of 22.94%. The net profit attributable to the shareholders of the listed company lost 4.784 million yuan, and the net profit loss after deducting non recurring profits and losses was 142943 million yuan. The company admitted that the performance loss was mainly due to the rise in the price of raw materials and the reduction of export orders from downstream customers.
Zhongnongfa Seed Industry Group Co.Ltd(600313) is mainly engaged in the R & D, production and sales of crop seeds, chemical fertilizer trade and the production and sales of pesticides. Seed industry is the source of agricultural industry chain and the national strategic and basic core industry. In 2021, seed industry policy became more favorable. No. 1 central document proposed that we should fight the seed industry. Zhongnongfa Seed Industry Group Co.Ltd(600313) headquarters has the national production and operation qualification of “integration of education, reproduction and promotion”. The company has formed certain industry advantages in product R & D, seed production, variety and brand promotion, channel construction, innovative marketing mode and building an integrated service platform. It has strong market competitiveness and certain industry influence. The comprehensive strength of the company’s seed industry is in the forefront of the country.
The quarterly report of the company will be released on December 1st. Among them, Shandong Jinjing Science And Technology Stock Co.Ltd(600586) will release the annual report of 2021 and the first quarterly report of 2022 on the same day. Thanks to the rising prices of glass and soda ash and the adjustment of the company’s sales structure in 2021, the gross profit margin of Shandong Jinjing Science And Technology Stock Co.Ltd(600586) main products increased, and the volume and price of product sales increased simultaneously. The company expects the net profit attributable to shareholders of Listed Companies in 2021 to be 1.3 billion yuan to 1.4 billion yuan, a year-on-year increase of 292.84% to 323.06%. In the first quarter of this year, it is worth looking forward to whether the company’s performance can continue the strong growth momentum of last year.
However, on March 16, a group of institutions went to the company for research and seemed to know the business situation of the first quarter in advance Shandong Jinjing Science And Technology Stock Co.Ltd(600586) revealed that in terms of the cost of soda ash, it almost reached the highest cost in the soda ash industry in October last year. After January this year, the purchase prices of the main raw materials of soda ash, such as limestone, raw salt and coke, power coal, etc., showed a downward trend, especially the decline of coal and coke, which was almost half. “This year, we judge that the whole cost trend is downward. Now, when it goes down to a certain extent, the downward speed may slow down.” The company’s executives further said that since the Spring Festival this year, the inventory of soda ash industry has decreased by more than 500000 tons. Although the epidemic has been repeated, it has not had a great impact on the shipment and sales volume, and the downstream demand for soda ash is still at a good time node.
