The eight enterprises participating in the performance presentation are industries related to people’s livelihood and well-being, covering industries such as medicine, home appliance logistics, food and textile. While realizing self height and quality development, they continue to improve people’s daily consumption and supply, and play an important role in improving people’s living standards and meeting people’s needs for a better life
From May 9 to May 13, the Shenzhen Stock Exchange promoted relevant companies to hold performance briefings and interact with investors around the theme of “a new chapter in a better life” of “ten new breakdowns”.
It is understood that the eight enterprises participating in the performance presentation are people’s livelihood related industries, covering medicine, home appliance logistics, food, textile and other industries. While achieving self height and quality development, they continue to improve people’s daily consumption and supply, and play an important role in improving people’s living standards and meeting people’s needs for a better life.
At the site of the briefing, investors are most concerned about the impact of the epidemic, gross profit margin, project progress, R & D investment, financial management, Profit Dividend, employee stock ownership plan, impact of industrial policies, etc.
epidemic impact and project progress become the focus of communication among pharmaceutical enterprises H4 / H4
Specifically, the eight companies participating in the performance presentation of “a new chapter in a better life” are Bgi Genomics Co.Ltd(300676) , Chongqing Zhifei Biological Products Co.Ltd(300122) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Huafu Fashion Co.Ltd(002042) , Midea Group Co.Ltd(000333) , Yunda Holding Co.Ltd(002120) , Shenzhen Cereals Holdings Co.Ltd(000019) , Luzhou Laojiao Co.Ltd(000568) .
For the first three medical and health companies, the topics most concerned by investors mainly focus on the impact of covid-19 epidemic, R & D and the progress of new projects.
For example, Bgi Genomics Co.Ltd(300676) , which is mainly engaged in precision medicine services, achieved an operating revenue of 6.766 billion yuan in 2021 and a net profit attributable to shareholders of listed companies of 1.462 billion yuan. The results of the first quarter of 2022 also disclosed by the company show that the company achieved a revenue of 1.43 billion yuan and a net profit attributable to shareholders of listed companies of 330 million yuan.
For investors about “what specific measures will the company take to ensure the continuous growth of performance in the post epidemic era? Does the company have research on covid-19 virus antigen detection?” Your questions, Bgi Genomics Co.Ltd(300676) CEO Zhao Lijian responded: “Based on the solid foundation of global anti epidemic, the company will further take the channels built by the ‘fire eye’ laboratory as the starting point, and in combination with the characteristics of various regions, deeply explore the transformation mode to conventional business, so as to expand the incremental space of future business. At present, in addition to covid-19 related businesses, reproductive health, tumor prevention and control and other businesses have been overseas, and channel transformation has been realized. The novel coronavirus antigen detection product has been approved by China The registration certificate of medical devices and the access qualification of EU CE and Saudi Arabia actively promote the accessibility of covid-19 antigen testing products. ” Chongqing Zhifei Biological Products Co.Ltd(300122) is China’s vaccine leader with more than 100 billion yuan. In 2021, the annual revenue reached 30.652 billion yuan, a year-on-year increase of 101.79%; The net profit attributable to the parent company was 10.209 billion yuan, a year-on-year increase of 209.23%. In the first quarter of 2022, the revenue was 8.841 billion yuan, a year-on-year increase of 125.16%; The net profit attributable to the parent company was 1.923 billion yuan, a year-on-year increase of 104.95%.
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) is the leader of medical devices in China, with an operating revenue of about 25.27 billion yuan in 2021, an increase of 20.18% year-on-year; The net profit attributable to shareholders of listed companies was about 8.002 billion yuan, a year-on-year increase of 20.19%. In the first quarter of 2022, the total operating revenue was 6.943 billion yuan, a year-on-year increase of 20.10%; The net profit attributable to the parent company was 2.105 billion yuan, a year-on-year increase of 22.74%.
At the briefing, investors asked questions about the company’s “revenue and profit growth expectation of life information and support production line in 2022” Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) executives responded that with the in-depth development of new medical infrastructure, relevant projects began to penetrate from big cities such as Beijing, Shanghai, Guangzhou and Shenzhen to other cities, and promote from tertiary hospitals to secondary hospitals. Since the beginning of this year, the severe epidemic situation in some areas has not affected the promotion speed of the overall new infrastructure, but strengthened the determination to invest in the new medical infrastructure. Mindray’s strong product strength, complete hospital level overall solutions and “SanRui” ecosystem are more suitable for the needs of new medical infrastructure and can better support the construction of smart hospitals. The expected income of new medical infrastructure this year will far exceed that of last year, especially for the life information and support production line, which will become an important growth power of the production line this year. At the same time, the complete recovery of overseas conventional business and the ultra-high growth of seed business such as AED and minimally invasive surgery will also contribute to the growth of the production line.
investment enthusiastically asked questions about “clothing, food, housing and transportation” enterprises H4 / H4
The businesses of other enterprises are mainly concentrated in the field of “clothing, food, housing and transportation”. Among them, Huafu Fashion Co.Ltd(002042) is one of the largest color spinning manufacturers and suppliers in the world. In 2021, Huafu Fashion Co.Ltd(002042) achieved an operating revenue of 16.71 billion yuan, a year-on-year increase of 17.4%, and the net profit attributable to the parent company was 570 million yuan, turning losses into profits. At the performance presentation meeting, investors actively asked questions about the company’s overseas business expansion, the impact of the epidemic on exports and future development plans.
Huafu Fashion Co.Ltd(002042) executives said bluntly, “affected by the epidemic, logistics is blocked and the rhythm of normal delivery slows down. At the same time, China’s consumer demand is restrained periodically, and the order demand of some Chinese customers is weakened.” the company is also actively expanding overseas markets. “.
Looking forward to the future, Huafu Fashion Co.Ltd(002042) executives pointed out that they would implement the strategic theme of “adhering to the main business and sharing the industry”, locate the “textile and garment fashion operator”, actively improve the competitiveness of main yarn, develop front-end network chain business, expand back-end network chain business and orderly promote the achievement of various goals along the strategic path of leading the way transfer, intelligent upgrading and network chain transformation.
Home appliance leader Midea Group Co.Ltd(000333) was also asked by investors about “overseas capacity layout” and “overall planning of overseas business” Midea Group Co.Ltd(000333) executives clearly pointed out that in the next five years, the overseas sales revenue will exceed 35 billion US dollars, the overseas market share will reach 10%, and the market share of the five strategic markets (Japan, the United States, Brazil, Germany and ASEAN) will reach more than 15%.
At the performance presentation of Yunda Holding Co.Ltd(002120) the leader of China’s logistics industry, the growth prospect of the express industry in the future is one of the topics most concerned by investors.
Yunda Holding Co.Ltd(002120) executives believe that under the influence of various factors such as the diversification of e-commerce platforms, the accelerated sinking of consumption channels, Shenzhen Agricultural Products Group Co.Ltd(000061) uplink, live e-commerce and the daily scenario of express demand, China’s online retail sales of social consumer goods continue to grow, the penetration rate of e-commerce continues to improve, the proportion of online shoppers continues to expand, the annual increment of express packages continues to reach a new high, and the growth momentum of the industry is still sufficient.
At the same time, the service capacity and service level of the express industry have been greatly improved in recent years, which can meet the multi-level and diversified service needs of e-commerce platforms and consumers, interact with the development of e-commerce industry, and form the long-term growth power of the express industry.
During the performance exchange of Shenzhen Cereals Holdings Co.Ltd(000019) , a leader in grain and oil, investors focused on the company’s financial data, focusing on “significant changes in fixed assets and projects under construction in 2021 compared with the previous year” and “significant increase in financial expenses”.
Shenzhen Cereals Holdings Co.Ltd(000019) financial director Lu Yuhe introduced that in 2021, some engineering projects of the logistics industrial park project of Dongguan Shenliang logistics company, a wholly-owned subsidiary of the company, were completed, converted to fixed assets and put into production and operation, resulting in an increase in the company’s fixed assets and a decrease in projects under construction.
As for the rise of financial expenses, Lu Yuhe pointed out that the main reasons are as follows: first, the interest expense of borrowing costs increased by about 36.04 million yuan compared with the same period of last year, which is mainly due to the fact that the company’s CDE warehouse and wharf project of Dongguan Logistics Industrial Park in this period was converted into fixed assets, the capitalization of special borrowing interest was stopped, and the expense interest expense increased; 2、 In 2021, the company implemented the new leasing standards, and the interest expense increased by 4.19 million yuan, which is a new project in 2021.
