2816 listed companies have disclosed that the net profit of 1079 companies in the second quarter of the half -year company's net profit in the second quarter was year -on -year.
Author:Securities daily Time:2022.08.28
27aug
Our reporter Zhao Ziqiang Ren Shibi's listed company in the 2022 semi -annual report has disclosed one after another. Some leading companies have worked hard to practice internal skills and strive to move forward. Highlights of the performance highlight the "toughness" of China's economy. Tongluxun data shows that as of the close of August 26, a total of 2,816 listed companies in A shares disclosed the semi -annual report in 2022. During the reporting period, the net profit of 1,450 companies increased year -on -year, accounting for 51.49%. It is worth mentioning that there were 1816 companies in the second quarter of this year's net profit realizing a month -on -month growth, accounting for more than 60 %; 1079 companies achieved a double growth year -on -year increase in net profit of the mother in the second quarter of 2022 (hereinafter referred to as "dual growth," double growth "), The proportion of nearly 40 %. In this regard, Deng Haiqing, chief economist of AVIC Fund, said in an interview with the Securities Daily reporter that "since the second quarter, my country's economic epidemic has a greater impact, but the performance of listed companies as the basic market of China's economy still performed well. . Most of the company's stock price performance is also very eye -catching, which shows that my country's economy is very tough, and it also reflects the continuous improvement of investors' maturity. "1079 companies return to their mother's net profit year -on -year. Among the 1450 companies that increased their net profit year -on -year, 285 companies reached a net profit of more than 100%year -on -year (excluding losses). Among them, the net profit of 23 companies in the first half of this year has increased by 10 times year -on -year. Shenglu Communication, Kurun Zhi Control, Sadongzhong Co., Ltd., and Rongjie shares have achieved a net profit increase in the first half of this year. More than 40 times. The reporter sorted out relevant data and found that 1079 companies achieved double growth year -on -year in the second quarter of 2022, accounting for 38.21%. From the perspective of the distribution of the sector, the number of double growth companies in the Shanghai market was the largest, with 345, accounting for 31.97 31.97 %; Shenzhen Main Board Company has 315 companies, accounting for 29.19%; GEM has 271 companies, accounting for 25.12%; 122 science and technology board companies, accounting for 11.31%; 2.41%. Among the above 1079 companies, 95 companies have increased their net profit in the second quarter of this year and increased by more than 100%year -on -year. Among them, 16 companies have increased their net profit in the second quarter of this year. They increased more than 10 times from the previous month. Luo Kai and Guoxin Technology and other two companies increased their net profit in the second quarter of this year. Essence Taking Guoxin Technology as an example, as a chip design company that focuses on domestic independent controllable embedded CPU technology research and development and industrialization applications, in the first half of this year, the company achieved operating income of 209.245 million yuan, an increase of 49.16%year -on -year; realized the mother -in -law to return to the mother The net profit was 610.368 million yuan, an increase of 1823.09%year -on -year. Both revenue and net profit set the best level in history. Among them, Guoxin Technology achieved a net profit of 60.7294 million yuan in the second quarter of this year, an increase of 19658.19%from the 307,400 yuan in the first quarter, and an increase of 198%compared with the same period in 2021. Institutional analysis believes that in the first half of this year, Guoxin Technology overcame the impact of the epidemic and continued to improve the level of research and development, focusing on the fields of major national needs, automotive electronics and cloud security applications, pioneering markets and customers, and promoting the continuous growth of the company's performance. At the same time, some listed companies have shown the current trend of continuous performance. Not only did the performance in the second quarter of this year achieved a year -on -year double -month growth, and the performance in the past three years has also maintained a steady growth. Statistics show that among the 1079 companies that have achieved net profit of mother -in -law in the second quarter of 2022, 358 companies have achieved a year -on -year growth of 358 companies in 2019, 2020, and 2021 for three consecutive years. More than 30 %. The above 358 companies achieved a total of 165.56 billion yuan, 212.917 billion yuan, and 313.556 billion yuan in 2019, 2020, and 2021, respectively. In 2021, the total net profit attributable to mothers increased by 89.39%compared with 2019. 202 dual -growth companies have been intensively surveyed by institutions. Under the good fundamental support, the stock price performance of the above 1079 dual -growth companies is also remarkable. Since August, the stock price of 580 companies has won the Shanghai Stock Exchange Index (cumulative 0.52%during the period), accounting for more than 50%. Among them, the stock price of 60 companies increased by over 20%during the period, and the stock price rose by more than 100%during the period of Science and Technology. The increase was over 50%, and the performance was strong. Recently, the institution has a high enthusiasm for investment in the above 1079 dual -growth companies. Data from Flush Shun shows that since August, as of August 26, 202 dual -growth companies have obtained intensive investigations such as public funds, securities firms, insurance capital, sunshine, and QFII. Investigations in the institution, Mai Rui Medical, Xiamen Tungsten Xinneng, Hengdian East Magnetic and other three companies have received more than 400 institutions participating in the survey. QFII, known as "smart money", also actively deploy dual growth companies. Data from Flush Shun shows that as of the end of the second quarter of this year, of the above 1079 companies, 168 company stocks received QFII heavy warehouses, with a total market value of 99.595 billion yuan.
Among them, 123 company stocks have become the key variety of newly entered or increased ownership of QFII in the second quarter of this year. In terms of new entry positions, as of the end of the second quarter of this year, QFII newly held 79 dual -growth company shares, of which three stocks including China test, Sichuan Changhong, and Yijing Optoelectronics won the QFII newly held share in the second quarter of this year. More than 10 million shares. Deng Haiqing added that the investment institutions were investigated, reflecting that investment institutions have paid much attention to dual growth companies. When selecting individual stocks, carefully identify and analyze the development of the industry and the company's operations, to seize the logic of industry development, and find industries and companies that can continue to grow in the future. At the same time, when choosing a stock, you should not blindly follow the trend, because it is often a staged high point when people are full of popularity. Dual growth companies push the four industries dual -growth companies, and they are mostly concentrated on the high prosperity track. From the perspective of the industry, the number of dual -growth companies such as communication, non -ferrous metals, coal, and power equipment accounted for the total number of companies in the industry in the industry, respectively, with 38.66%, 38.06%, 31.58%, and 29.26%. 46, 51, 12 and 91. Deng Haiqing said that the company that achieved dual growth in the second quarter of this year is mainly concentrated in four industries, including communications, non -ferrous metals, coal, and power equipment. The growth of its performance is mainly for the following reasons: First, the development of the industrial chain has increased product demand, and then promoted the company Performance; second, the original supply and demand relationship of the industry is broken, resulting in the improvement of commodity prices, thereby improving the company's profitability. In terms of the communications industry, as of August 26, 70 listed companies in the communications industry have disclosed the semi -annual report in 2022. In the second quarter of this year, the total net profit attributable to mothers was 61.743 billion yuan, an increase of 21.07%compared with the same period in 2021. This year Compared with 68.94%compared to the first quarter. Among them, 46 communications companies have achieved a double -year -on -year growth of net profit in the second quarter of this year, accounting for 65.71%of the number of companies in the industry in the industry. Liu Youhua, deputy director of the Wealth Research Department of Paiwang.com, told reporters that the growth of the communication industry's performance mainly benefited from the vigorous development of the digital economy. In terms of non -ferrous metal industry, as of August 26, 99 listed companies listed companies in the non -ferrous metal industry have disclosed the 2022 semi -annual report. In the second quarter of this year, a total of 41288 billion yuan in net profit was 41.288 billion yuan, an increase of 64.86%compared with the same period in 2021. Compared with the first quarter of this year, it increased by 13.69%. Among them, 51 non -ferrous metal companies increased their net profit in the second quarter of this year, which were double -year -on -year, accounting for 51.52%of the number of companies in the industry in the industry. Yuan Huaming, the general manager of Huahui Chuangfu Investment, believes that global inflation is beneficial to the colored metal industry in the upper reaches. The rapid growth of the new energy industry has exacerbated the contradiction between supply and demand in the non -ferrous metal industry. The price of non -ferrous metals continues to maintain a high level, and the industry is highly prosperous. In terms of the coal industry, as of August 26, 20 listed companies in the coal industry have disclosed the semi -annual report in 2022. In the second quarter of this year, the total net profit attributable to mothers was 24.277 billion yuan, an increase of 75.69%compared with the same period in 2021. This year Compared with 15.23%compared to the first quarter. Among them, 12 coal companies increased their net profit in the second quarter of this year. The year -on -year increased year -on -month, accounting for 60%of the number of companies in the industry in the industry. Liu Youhua said that coal is a typical industry affected by supply and demand. Global energy tensions and continuous high temperatures that cause imbalances in supply and demand for coal, thereby promoting the continuous rise of coal prices and driving the profit of coal enterprises to continue to improve. In terms of the power equipment industry, as of August 26, 175 listed companies in the power equipment industry have disclosed the 2022 semi -annual report. Compared with the first quarter of this year, it increased by 45.63%. Among them, 91 power equipment companies have increased their net profit in the second quarter of this year, which are double -lasting year -on -year, accounting for 52%of the number of companies in the industry in the industry. Liu Youhua believes that the power equipment industry has benefited from the "dual carbon" goal, and has obtained strong support of national policies. The overall showing situation of supply and demand has been shown, driving the industry's prosperity to continue to rise. Deng Haiqing believes that the development of new energy and energy storage industries drives the changes in the industrial chain is the main direction of market investment. Therefore, the non -ferrous metal, power equipment and other industries with performance support still have investment value. Recommended reading
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Photo | Bag Picture Network Station Cool Hero Production | Zhou Wenrui
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