More than 60 % of the central reports increased by more than 60 % year -on -year. Three listed companies' comprehensive profit doubled year -on -year

Our reporter Zhang Ying Chu Lijun

Since August, listed companies have successively disclosed the performance of the 2022 interim report, and the "interim report" has once again become an annual "big drama" that investors pay attention to.

Data from Flush Shun showed that as of the close of August 5, a total of 170 listed companies in the A -share market took the lead in disclosing the interim report. In the first half of this year, the total operating income was 863.962 billion yuan, an increase of 22.86%year -on -year; the total net profit attributable to mothers was 90.833 billion yuan. , Year -on -year increased by 16.42%.

More than 60 % of the central reports increased in more than 60 %

Of the 170 listed companies that have been disclosed in 2022, 107 companies have achieved a year -on -year increase in net profit of their mother -in -law in the first half of this year, accounting for more than 60 %. Among them, 28 companies such as Yujing, Jingquanhua, Shengxin Lithium, and Yongan Forestry have doubled the net profit of their mother -in -law in the first half of this year, and their performance performed well.

Good performance plays a certain role in promoting stock prices. Since July, as of the closing of August 5, a total of 73 companies in the above 107 companies have increased by 73 companies, accounting for 68.22%. Among them, the cumulative increase in individual stocks such as Junda, Dongwei Technology, Rong Zhiri, Yuhuan CNC, and Lan Xiao Technology ranked among the top stocks, and the increase in more than 30 %.

Some performance growth companies have been held by foreign capital. Statistics show that as of the end of the second quarter of this year, among the 107 companies that have increased from the same year -on -year profit, QFII shares have appeared in the list of top ten shareholders of the top ten companies, with a total of 115 million shares.

The rating agency has also given positive recommendations for the stock of the central reporting performance. In the past month, 72 of the 107 stocks mentioned above have given "buy" or "increase holdings" and other optimistic rating, accounting for 67.29%. Among them, 33 stocks were optimistic about the number of ratings above 5 or above. Guizhou Maotai, Fuling mustard, and Yao Ming Kant were optimistic about the top three, 45, 28, and 27 times, respectively.

In response, Qin Hong, a senior analyst of Jinbailin Consulting, told the Securities Daily that the disclosed interim reporting performance reflected the industrial development trend in the real economy. Among them, the performance of leading listed companies in new energy vehicles and photovoltaic industries is even better. In addition, benefiting from factors such as increased demand and decline in the price of upstream raw materials, the performance of relevant listed companies in the midstream manufacturing industry is also better. The growth momentum of listed companies in these fields is expected to continue, and it is expected to further raise the valuation of its secondary market, so it has obtained widespread recognition of seller analysts.

Three types of companies have doubled the comprehensive profits year -on -year

From the perspective of the classification of the first -level industry, of the 170 listed companies that have disclosed the performance of the interim report, the comprehensive net profit of listed companies in the three major industries such as household appliances, power equipment, and non -ferrous metals has increased. The net profit attributable to mothers was 586 million yuan, 13.643 billion yuan, and 6.523 billion yuan, respectively, with a year -on -year increase of 1841.19%, 214.49%, and 109.45%, respectively.

Regarding the general growth of the performance of listed companies in the household appliance industry, the analysis of Bohai Securities believes that it is mainly due to the favorable frequent home appliance policies since this year, and the price of upstream raw materials has fallen significantly in the near future. It is expected that the profitability in the second half of the year is expected to further improve.

Everbright Securities also believes that "recently put forward multiple measures to expand consumption, and determine measures to support green smart home appliances consumption. It has launched home appliances to the countryside in the country, and encourages the support of funding and policies with conditions. , The decline in cost reduction products has increased the profit improvement expectations of the home appliance industry. "Everbright Securities recommends paying attention to the three main investment lines: First, the traditional leading enterprises that benefit from the fundamental recovery, such as Haier Zhijia, Midea Group, Gree Electric, and Gree Electric,, Gree Electric, and Gree Electric,, Gree Electric, Gree Electric,, Gree Electric,, Gree Electric,, Gree Electric,,, Gree Electric, Gree Electric,, Gree Electric,,, Gree Electric, Gree Electric,,,, The boss electrical appliances, etc.; The second is small home appliance companies that benefit from the domestic economic recovery and external influencing factors such as exchange rates, maritime transportation, such as Supor, Xinbao Co., Ltd., Bear Electric, etc.; The third is to maintain a high prosperity in the field of emerging home appliances, such as Keke, such as Science Worth, XGIMI Technology, etc.

Where is the investment opportunity of the power equipment industry? In an interview with the "Securities Daily" reporter, Long Dao, chairman of Jinding Assets, said that from the overall performance of the first half of this year, under the "double carbon" goal, the new energy vehicle industry chain supported by the policy, as well as wind power, photovoltaic, storage storage The performance of the new energy power equipment industry chain, which can be the master, has increased significantly, which is expected to become a popular track in the next few years.

The non -ferrous metal industry still has "lithium" throughout the world. China Galaxy Securities stated in its latest research report that at present, there are obvious structural differentiation within the non -ferrous metal industry. Affected by the prosperity of the new energy industry, the energy, metals and new materials on the new energy industry chain are even more performed even more Strong. At the same time, new energy vehicles will grow out of production in August may grow from the previous month. Due to the increase in demand for downstream terminals, the operating rate of battery factories and material factories of the lithium battery industry chain will rise rapidly. The increase in downstream demand will increase significantly. Lithium price has risen again since July.

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