After the May Day holiday, the A-share market opened. Affected by the decline in the performance of the first quarter report, everyone was wondering whether Contemporary Amperex Technology Co.Limited(300750) would fall below the limit throughout the holiday.
In early trading on the 5th, Contemporary Amperex Technology Co.Limited(300750) directly opened lower than 10%, and then quickly pulled up, but the selling pressure was serious.
In addition, Yihai Kerry Arawana Holdings Co.Ltd(300999) , which also released the first quarterly report on the 29th, also fell nearly 10% in the opening due to the explosive performance.
The decline of the two heavyweights on the gem collapsed the gem index.
Contemporary Amperex Technology Co.Limited(300750) first quarterly net profit decreased by more than 23%
After hours on the 29th, Contemporary Amperex Technology Co.Limited(300750) finally disclosed the first quarterly report.
Many investors were disappointed: the income doubled, but the profit came down. According to the first quarterly report, Contemporary Amperex Technology Co.Limited(300750) first quarter net profit was 1.493 billion yuan, a year-on-year decrease of 23.62%, and revenue reached 48.678 billion yuan, a year-on-year increase of 153.97%.
The reason for increasing income without increasing profit is that the upstream cost rises rapidly.
The first quarterly report showed that the company's operating cost increased by 198.66% year-on-year, exceeding the growth rate of operating revenue. The cost increased due to the rapid rise of some upstream material prices.
R & D expenses increased by 117.49% year-on-year, and continued to increase R & D investment. In the first quarter, the company's investment income reached 461 million yuan, an increase of 7246% year-on-year. The investment income increased due to the equity sale of some participating companies and the improvement of the benefits of some participating companies; The net cash flow from operating activities decreased by 35.48% year-on-year. Due to the tight supply of upstream materials and the rapid rise in prices, the company's funds for enhancing supply chain security increased accordingly.
profit is less than 1% of revenue
Yihai Kerry Arawana Holdings Co.Ltd(300999) continued to increase revenue without increasing profit
On the evening of April 29, Yihai Kerry Arawana Holdings Co.Ltd(300999) released the first quarter financial report of 2022. During the reporting period, the company achieved a revenue of 56.536 billion yuan, a year-on-year increase of 10.68%, and a net profit attributable to the parent company of 114 million yuan, a year-on-year decrease of 92.71%.
In this regard, the company explained that the prices of main raw materials such as soybeans, soybean oil and palm oil increased rapidly and sharply, resulting in a sharp rise in product costs. Although the company raised the prices of some products, it did not fully cover the rise in raw material costs, and the gross profit margin of the company's main products decreased significantly year-on-year.
In addition, due to the impact of the multi-point spread of the epidemic in China on logistics and transportation, terminal sales, catering, etc., combined with the weak economy, sluggish consumption and intensified market competition, the sales volume of kitchen food of the company decreased year-on-year in the first quarter of 2022, and the profits of medium and high-end retail products were greatly affected.
It is worth noting that in the earlier Yihai Kerry Arawana Holdings Co.Ltd(300999) 2021 annual report, there was also a situation of increasing income without increasing profit. According to the data, the company's revenue in 2021 was 226225 billion yuan, a year-on-year increase of 16.06%; The net profit attributable to the parent company was 4.132 billion yuan, a year-on-year decrease of 31.15%.
At that time, the company also said that it was facing many difficulties, such as rising costs, weak demand, intensified competition and so on. The gross profit margin of its main products, kitchen food, feed raw materials and oil technology, decreased to 8.3% and 7.41% respectively in 2021.
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Hangzhou Hikvision Digital Technology Co.Ltd(002415) one word limit
In early trading on the 5th, Hangzhou Hikvision Digital Technology Co.Ltd(002415) fell by the limit, with a total market value of 360.8 billion yuan.
On the evening of April 15, Hangzhou Hikvision Digital Technology Co.Ltd(002415) released the annual report for 2021. In 2021, Hangzhou Hikvision Digital Technology Co.Ltd(002415) achieved a total operating revenue of 81.42 billion yuan, an increase of 28.21% year-on-year; The operating profit was 18.474 billion yuan, a year-on-year increase of 21.57%; The net profit attributable to shareholders of listed companies was 16.8 billion yuan, a year-on-year increase of 25.51%. On the same day, Hangzhou Hikvision Digital Technology Co.Ltd(002415) released a quarterly performance announcement, saying that the revenue in the first quarter of 2022 was about 16.522 billion yuan, an increase of 18.11% year-on-year; The net profit was about 2.284 billion yuan, a year-on-year increase of 5.29%; The basic earnings per share was 0.247 yuan, a year-on-year increase of 5.11%.
in 2021, the company's overseas revenue accounted for 27.00%
Previously, some investors asked on the investor interaction platform: is the current US revenue 0? How much is it? How to enter the American market in the future? On April 29, he said on the investor interaction platform that company's business in the United States has many uncertain factors, but it is still in orderly development. The proportion of the company's business in various regions has been changing dynamically, and there is no specific proportion data disclosure for the time being. The company will continue to pay attention to challenges and deal with them prudently
