The disclosure of the 2021 annual report is coming to an end. As of the press release of the securities times on April 28, the full picture of the 2021 transcript of A-Shares has been roughly presented. Statistics show that 4264 companies that have disclosed their annual reports have achieved a total revenue of 61.4 trillion yuan, an increase of 21% year-on-year according to comparable standards; The total net profit was 5.10 trillion yuan, a year-on-year increase of about 22%.
So far, 3755 A-share companies have made profits, accounting for about 88% of the number of disclosed companies. Among them, the performance of 2711 companies increased compared with 2020, accounting for more than 60%. In addition, compared with the data in the third quarterly report of 2021, the growth rate of net profit of more than 1400 companies in the fourth quarter was higher than that in the third quarterly report.
In addition, the performance “portrait” of A-share industries emerged. In the second year affected by the epidemic, the structural differentiation between various industry sectors became more prominent. According to statistics, among the 31 shenwanyi industries, there were 26 industries with overall net profit growth in 2021. The top five industries with net profit growth were comprehensive, media, petroleum and petrochemical, transportation and non-ferrous metals, with year-on-year growth rates of 617.13%, 233.25%, 149.09%, 140.08% and 127.29% respectively.
The agriculture, forestry, animal husbandry and fishery industry became the industry with the most serious year-on-year decline in net profit last year, with a decline of 140%. In addition, the profits of social services, public utilities, beauty care and real estate industries also fell year-on-year.
Overall, in the whole industrial chain in 2021, the profits of the upstream cycle sectors of multiple industrial chains generally improved under the background of rising raw material prices and rising downstream demand. In addition, the performance of manufacturers of epidemic prevention and control products that performed well in 2020 generally fell in 2021.
Specific to individual stocks, from the perspective of performance growth, the net profit growth rate of 731 companies exceeded 100%, and the net profit growth rate of 37 companies exceeded 1000%. Among them, Nuode Investment Co.Ltd(600110) , Sichuan Hebang Biotechnology Co.Ltd(603077) , Inner Mongoliayuan Xing Energy Company Limited(000683) and Guangdong Tonze Electric Co.Ltd(002759) have the highest growth rate, with a year-on-year increase of more than 70 times in 2021.
On the ranking list of net profit scale, the top five companies with A-share net profit in 2021 are Industrial And Commercial Bank Of China Limited(601398) , China Construction Bank Corporation(601939) , Agricultural Bank Of China Limited(601288) , Bank Of China Limited(601988) and China Merchants Bank Co.Ltd(600036) . It is worth mentioning that, compared with the previous year, the top 10 are dominated by financial listed companies. The face is updated in the middle of the 2021 annual report quarter. China Mobile, which landed A-Shares at the beginning of this year, ranked sixth with a net profit of 115937 billion yuan, and Petrochina Company Limited(601857) net profit of 92.161 billion yuan, rising to eighth. Shipping giant Cosco Shipping Holdings Co.Ltd(601919) ranked ninth with a net profit of 89.296 billion yuan.
In the first quarter of this year, under the background of multi-point spread of covid-19 pneumonia and international geopolitical conflicts, A-share companies also faced multiple tests. As of press time, the revenue of more than 70% A-share companies increased in the first quarter. In addition, according to statistics, at present, the overall operating revenue of A-share companies in the first quarter of this year increased by 17% year-on-year, and the net profit increased by 10% year-on-year. Its overall performance also highlights the role of listed companies as a new force for high-quality economic development.
