The first quarterly report is being intensively disclosed.
on April 25, Wuxi Apptec Co.Ltd(603259) , Tongwei Co.Ltd(600438) , Zte Corporation(000063) , Aier Eye Hospital Group Co.Ltd(300015) , Wanhua Chemical Group Co.Ltd(600309) and other industry leading companies released their first quarterly reports one after another
In the first quarter of the first quarter of the first quarter of the year, the net profit of the Tongwei Co.Ltd(600438) \ net profit decreased by 22.94% year on year.
In addition, the net profit of Youngy Co.Ltd(002192) in the first quarter increased by nearly 140 times year-on-year, the net profit of Guangdonghectechnologyholdingco.Ltd(600673) increased by more than 12 times year-on-year, the net profit of Jiangsu Yangnong Chemical Co.Ltd(600486) , Zhejiang Conba Pharmaceutical Co.Ltd(600572) , Miracle Automation Engineering Co.Ltd(002009) doubled year-on-year, the net profit of Hubei Yihua Chemical Industry Co.Ltd(000422) doubled year-on-year, and the net profit of Chongyi Zhangyuan Tungsten Co.Ltd(002378) increased by nearly 9 times year-on-year.
Tongwei Co.Ltd(600438) first quarter net profit increased by more than 5 times
The performance of Tongwei Co.Ltd(600438) , with a market value of nearly 160 billion, was very bright in the first quarter.
Tongwei Co.Ltd(600438) announcement shows that the operating revenue in the first quarter was 24.685 billion yuan, a year-on-year increase of 132.49%; The net profit attributable to shareholders of listed companies was 5.194 billion yuan, a year-on-year increase of 513.01%.
performance increased significantly due to: during the reporting period, the installed capacity of photovoltaic exceeded expectations, the demand for polysilicon products was strong, and the market price increased year-on-year. In addition, the company’s new production capacity was effectively released, the output increased year-on-year, and the volume and profit increased in the first quarter
In addition, Tongwei Co.Ltd(600438) in the first quarter, it received orders of Longi Green Energy Technology Co.Ltd(601012) 442 billion yuan for polysilicon materials. On March 21, four subsidiaries of Tongwei Co.Ltd(600438) and eight subsidiaries of Longi Green Energy Technology Co.Ltd(601012) signed a long-term polysilicon purchase agreement. Eight subsidiaries of Longi Green Energy Technology Co.Ltd(601012) intend to purchase 203600 tons of polysilicon from four subsidiaries of the company from January 2022 to December 2023, with an estimated total sales volume of about 44.2 billion yuan (excluding tax), which will have a positive impact on the operation of the company.
Changjiang Securities Company Limited(000783) released the research report that the average price of silicon material for the whole year is expected to exceed expectations, supporting the increase of silicon material profitability Tongwei Co.Ltd(600438) as a leading silicon material enterprise, Baotou continues to expand its production capacity. The second phase of Baotou is expected to be 50000 tons, which is expected to be put into operation from the end of the second quarter to the beginning of the third quarter of 2022. It is expected to reach full production in September 2022, and the annual effective output scale is expected to reach about 200000 tons in 2022. Under the support of high demand, the average price of silicon material was raised to about 170200 yuan / kg, the annual unit net profit is expected to reach about 90000 yuan / ton, and the expectation of high performance growth is clear. It is estimated that the company’s profits from 2022 to 2023 will be 18 billion yuan and 14.6 billion yuan respectively, maintaining the buy rating.
Wuxi Apptec Co.Ltd(603259) first quarter net profit increased by 9.54%, and “medical goddess” reduced its holdings
According to the report disclosed by Wuxi Apptec Co.Ltd(603259) of A-share “first brother of medicine”, the operating revenue in the first quarter was 8.474 billion yuan, a year-on-year increase of 71.18%. Among them, the chemical business realized a revenue of 6.1 billion yuan, an increase of 102.11% over the same period in 2021; The test business realized a revenue of 1.279 billion yuan, a year-on-year increase of 31.70%.
Wuxi Apptec Co.Ltd(603259) said that after the outbreak of Omikron in Shanghai at the end of the first quarter, the company implemented the business continuity plan in a timely and efficient manner to ensure the continuous operation of all bases of the company and the health and safety of employees. The company has effectively brought into play the advantages of global layout and the coverage of the whole industrial chain, and linked all regions to jointly ensure business continuity. If the epidemic situation in Shanghai is effectively controlled by the end of April, the company expects to achieve a high-speed growth of 63-65% in the second quarter of 2022, and the company is also full of confidence in achieving the goal of revenue growth of 65-70% in 2022.
In the first quarter, the net profit of Wuxi Apptec Co.Ltd(603259) attributable to shareholders of listed companies was 1.643 billion yuan, an increase of 9.54% year-on-year.
It is worth noting that the China EU medical and health hybrid securities investment fund managed by Gran, the “goddess of medicine”, reduced its holdings of 6.39 million Wuxi Apptec Co.Ltd(603259) shares in the first quarter, and the number of shares decreased to 59.33 million, with the shareholding ratio reduced to 2.01%. In the fourth quarter of last year, the China EU medical and health hybrid securities investment fund significantly increased its positions by Wuxi Apptec Co.Ltd(603259) 2481 million shares. At that time, the shareholding ratio increased to 2.22% and the number of shares increased to 65.72 million.
In the secondary market, Wuxi Apptec Co.Ltd(603259) shares fell 22% in the fourth quarter of last year, 5% in the first quarter of this year, and nearly 13% since April. The latest market value is 284.3 billion yuan.
Ge Lan added positions for three consecutive quarters Aier Eye Hospital Group Co.Ltd(300015)
On April 25, Aier Eye Hospital Group Co.Ltd(300015) simultaneously disclosed the annual report of 2021 and the first quarterly report of 2022.
In 2021, the company achieved an operating revenue of 15 billion yuan, a year-on-year increase of 25.93%; The net profit attributable to the parent company was 2.323 billion yuan, a year-on-year increase of 34.78%; Deduct non net profit of RMB 2.783 billion, with a year-on-year increase of 30.59%. The company plans to distribute a cash dividend of 1.2 yuan (including tax) for every 10 shares to all shareholders and increase 3 shares for every 10 shares to all shareholders with capital reserve.
In the first quarter of this year, affected by the epidemic, the growth of Aier Eye Hospital Group Co.Ltd(300015) performance slowed down. Data show that the company’s revenue in the first quarter was 4.169 billion yuan, a year-on-year increase of 18.72%; The net profit attributable to the parent company was 610 million yuan, a year-on-year increase of 26.15% Aier Eye Hospital Group Co.Ltd(300015) said that the company’s revenue increased steadily from January to February, but in March, the serious epidemic in some areas led to the suspension or flow restriction of local hospitals, which affected the revenue growth in the first quarter.
In terms of the shareholding changes of the top ten shareholders, the China EU medical and health hybrid securities investment fund managed by “medical goddess” Gran has increased its positions for several consecutive quarters Aier Eye Hospital Group Co.Ltd(300015) . In the third quarter of last year, Ge Lan increased its position by 35.58 million shares, increased its position by 31.65 million shares in the fourth quarter of last year, and increased its position by 8.27 million shares again in the first quarter of this year. By the end of the first quarter, the China EU medical and health hybrid securities investment fund held a total of 3 China National Complete Plant Import And Export Co.Ltd(000151) 49 million yuan, with a shareholding ratio of 2.76%.
In terms of stock price performance, since the third quarter of last year, Aier Eye Hospital Group Co.Ltd(300015) stock price has been recalled by 55% in total, and Ge Lan has been replenishing positions during this period. At present, Aier Eye Hospital Group Co.Ltd(300015) market value is 181.5 billion yuan, nearly 200 billion yuan less than that in early July last year.
Youngy Co.Ltd(002192) first quarter net profit increased by nearly 140 times
Lithium battery concept stock Youngy Co.Ltd(002192) increased sharply in the first quarter.
Youngy Co.Ltd(002192) april 25 revealed that during the reporting period, the company achieved an operating revenue of 478 million yuan, an increase of 339.46% year-on-year; The net profit attributable to the parent company was 254 million yuan, a year-on-year increase of 13996%; The basic earnings per share is 0.98 yuan
Why did the performance increase greatly Youngy Co.Ltd(002192) explained that there are three reasons: 1) due to the impact of macro policies and increased market demand, the prosperity of the new energy industry continues to improve, the price of upstream materials and products in the lithium battery industry continues to rise sharply, the demand for lithium battery materials and equipment continues to increase, and the operating revenue and profit of the company’s lithium concentrate, lithium salt and lithium battery equipment have increased significantly. 2) The associated enterprises operating lithium salt business made substantial profits, and the investment income recognized by the company increased significantly. 3) During the reporting period, as the associated enterprises consumed lithium concentrate, produced lithium salt and sold it, the unrealized internal transaction profit of lithium concentrate in the previous year was realized simultaneously.
That night, Youngy Co.Ltd(002192) also disclosed the annual report. In 2021, the company achieved an operating revenue of 920 million yuan, a year-on-year increase of 136%; The net profit attributable to the parent company was 68.29 million yuan, a year-on-year increase of 224%. This data also means that the profit of Youngy Co.Ltd(002192) in the first quarter of 2022 is nearly four times that of the whole year of 2021.
In the fourth quarter of last year, Youngy Co.Ltd(002192) won additional positions from SDIC UBS industrial trend hybrid fund, SDIC UBS new energy hybrid fund and Oriental new energy vehicle theme hybrid fund; In the first quarter of this year, the Oriental new energy vehicle themed hybrid fund increased its position by 480000 shares again, while the shares of the other two funds remained unchanged.
In the secondary market, Youngy Co.Ltd(002192) was once a big bull stock. From the end of April 2020 to the middle of September 2021, the stock price once soared by more than 14 times. However, since the peak of 193.9 yuan / share in mid September last year, the company’s share price has callback by 58%, and the latest market value is 20.9 billion yuan.
