The disclosure of the first quarterly report was in full swing. On the evening of April 26, another batch of company performance “reported good news”. The new energy track, semiconductor industry and covid-19 testing concept company continued to have a high outlook, and the net profit doubled year-on-year everywhere.
Kweichow Moutai Co.Ltd(600519) although it is impossible to double, the performance of the first quarter report is a little higher than expected: the net profit was 17.245 billion yuan, a year-on-year increase of 23.58%. Compared with the previously released operating data for the first quarter, the growth rate of net profit increased by more than 4 percentage points.
covid-19 detection sector grows strongly
On the evening of April 26, Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Dian Diagnostics Group Co.Ltd(300244) , Guangzhou Kingmed Diagnostics Group Co.Ltd(603882) released the first quarterly report. Benefiting from the great increase in the demand for covid-19 related products and services, the performance of the three companies in the first quarter of 2022 achieved significant growth.
Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) the first quarterly report showed that the revenue was 2.487 billion yuan, a year-on-year increase of 267.41%; The net profit was 1.389 billion yuan, a year-on-year increase of 307.05% Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) previously, it was revealed in the first quarterly report that with the increase of nucleic acid detection frequency in various regions to prevent and control the epidemic, the demand for covid-19 nucleic acid detection reagent increased, and the company’s revenue related to covid-19 nucleic acid detection reagent and services increased significantly.
Dian Diagnostics Group Co.Ltd(300244) achieved a net profit of 754 million yuan in the first quarter, with a year-on-year increase of 122.62% Dian Diagnostics Group Co.Ltd(300244) said that the revenue growth was mainly caused by the expansion of business scale and the growth of covid-19 screening business. It is worth noting that according to the latest shareholder list, Dian Diagnostics Group Co.Ltd(300244) was increased by QFII and social security fund. Among them, the national social security fund’s April 18th portfolio increased its holdings of 1396500 shares, an increase of 12.96% month on month.
Based on the high base of performance in 2021, the performance of Guangzhou Kingmed Diagnostics Group Co.Ltd(603882) 2022, the leader of China’s third-party medical testing industry, continued to achieve high growth in the first quarter of 2022. In the first quarter, Guangzhou Kingmed Diagnostics Group Co.Ltd(603882) revenue was 4.251 billion yuan, a year-on-year increase of 58.70%; The net profit was 850 million yuan, a year-on-year increase of 58.00%. The 2021 annual report released on the same day showed that its revenue was 11.943 billion yuan, a year-on-year increase of 44.88%; The net profit was 2.22 billion yuan, a year-on-year increase of 47.03%.
new energy track is still “singing”
The new energy track was also jubilant in the first quarter Ganfeng Lithium Co.Ltd(002460) 26 disclosed that the revenue in the first quarter was 5.365 billion yuan, a year-on-year increase of 233.91%; The net profit was 3.525 billion yuan, a year-on-year increase of 640.41% Ganfeng Lithium Co.Ltd(002460) frankly, the increase in performance is mainly due to the rise in the price and sales of lithium salt products in this period.
Chengxin Lithium Group Co.Ltd(002240) in the first quarter, the revenue was 1.687 billion yuan, with a year-on-year increase of 212.59%; The net profit was 1.07 billion yuan, a year-on-year increase of 900.96%. The company said that in the first quarter, the new energy industry developed rapidly, the demand for lithium salt from downstream customers increased strongly, the price of lithium salt products continued to rise, and the profit of the company’s lithium salt business increased significantly year-on-year.
Beijing Easpring Material Technology Co.Ltd(300073) also disclosed a quarterly report on the same day. The company achieved a revenue of 3.842 billion in the first quarter, a year-on-year increase of 204.00%; The net profit was 387 million yuan, a year-on-year increase of 159.38%.
“The production of new energy related products has maintained a high year-on-year trend.” Shandong Shida Shenghua Chemical Group Company Limite(603026) also spoke frankly in the first quarterly report. The first quarter revenue increased by 1.037 billion year-on-year 1.035%; The net profit was 450 million yuan, a year-on-year increase of 94.08%.
electronic semiconductor company’s performance is satisfactory
Suzhou Anjie Technology Co.Ltd(002635) which is mainly engaged in the production of precision functional devices and overall solutions has also made a good start. The company achieved a revenue of 1.055 billion yuan in the first quarter, a year-on-year increase of 44.68%; The net profit was 849215 million yuan, a year-on-year increase of 178766% Suzhou Anjie Technology Co.Ltd(002635) said that the proportion of the company’s new energy vehicle business revenue was increasing; At the same time, the company has continuously improved its R & D technology capacity and delivery capacity, and gradually released its expanded production capacity.
Thanks to the continuation of the boom in China’s semiconductor industry, three chip enterprises, including nano chip micro, Shanghai Fullhan Microelectronics Co.Ltd(300613) , Shanghai Fudan Microelectronics Group Co.Ltd(688385) and so on, also handed over brilliant quarterly reports. The first quarterly report of nano chip micro, an R & D and design enterprise of high-performance and high reliability analog chips, showed that it achieved a revenue of 339 million yuan, a year-on-year increase of 146.17%; The net profit was 842957 million yuan, a year-on-year increase of 148.22%. The Shanghai Fullhan Microelectronics Co.Ltd(300613) first quarterly report focusing on the design and development of chips in the field of professional security, intelligent hardware and automotive electronics with video as the core showed that the revenue was 515 million yuan, a year-on-year increase of 142.88%; The net profit was 102 million yuan, a year-on-year increase of 192.96%.
Shanghai Fudan Microelectronics Group Co.Ltd(688385) the first quarterly report showed that the revenue was 776 million yuan, a year-on-year increase of 54.54%; The net profit was 233 million yuan, a year-on-year increase of 169.62%. Among the top ten shareholders of social security fund, the company holds 1.4 million shares, ranking the first in the country.
