In 2022, the main board of the Shenzhen Main Board ended the final: nearly 80 % of the company's profitable new blue chip growth has a strong momentum

21st Century Business Herald reporter Yangping Shenzhen Report

In the first half of 2022, in the face of the impact of the macroeconomic "triple pressure", the new crown epidemic, and the increasing international conflict, the main board of Shenzhen City as a market -oriented blue chip gathering place and the segmented industry champion cradle, the overall operating performance of the listed company maintained a stable growth trend. Essence

As of August 31, the company's motherboards 1,496 companies disclosed the semi -annual report in 2022, achieving total operating income of 7.74 trillion yuan, an increase of 6.14%year -on -year. Among them, 1,175 companies achieved profitability, accounting for nearly 80%, 672 companies 'profit growth, and 383 companies' net profit growth increased by more than 30%year -on -year. 1,459 non -financial enterprises achieved a total of 505.997 billion yuan in net cash flow, an increase of 19.32%year -on -year.

Among them, the physical enterprises represented by the manufacturing industry show strong toughness and vitality. The new blue chip growth has strong momentum, advanced manufacturing, digital economy, and green low -carbon, which have sufficient dynamics, and have steadily improved the quality of the sector assets.

Innovative driving development motivation

From the perspective of quarterly, the main board company in Shenshi achieved total operating income in the second quarter, a total of 4.10 trillion yuan, an increase of 12.32%month -on -month and a total of 259.313 billion yuan in net profit, an increase of 12.83%month -on -month, showing a strong recovery trend, highlighting the listed company, which highlighted the listed company "Basic disk" effect.

From the perspective of the industry, there are 986 main board manufacturing companies in Shenshi, accounting for 65.91%, and a number of vangers and pioneers of various segmented manufacturing have emerged, which jointly drives the technological innovation and industrial agglomeration of the upstream and downstream industrial chain. Economic injection strong vitality.

In the first half of 2022, the deep motherboard manufacturing company achieved total operating income of 5.05 trillion yuan, an increase of 9.64%year -on -year; the total net profit was 370.941 billion yuan, a year -on -year increase of 6.17%.

Among them, 213 companies' net profit increased by more than 50%, accounting for 21.60%of all manufacturing companies. From the perspective of the subdivision industry, non -ferrous metals, coal, pharmaceuticals, power equipment, and basic chemical industry have a good performance growth momentum, with an average net profit increase of more than 30%year -on -year.

At the same time, a group of advanced manufacturing companies, digital economy enterprises, and green low -carbon enterprises gathered in the motherboards of Shenzhen City are also really dazzling.

Shenshi Main Board Company's advanced manufacturing enterprises 376, accounting for 25.13%, including new generation of information technology equipment, high -end equipment manufacturing, new materials, new energy equipment and other industries. In the first half of 2022, the total operating income was 2.31 trillion yuan The total net profit was 206.174 billion yuan, an increase of 20.04%year -on -year. In the first half of the year, R & D investment totaling 118.608 billion yuan, an increase of 15.85%year -on -year.

In terms of subdivision, the total revenue of the photovoltaic equipment industry was 78.259 billion yuan, an increase of 73.41%year -on -year, and the total net profit was 5.483 billion yuan, an increase of 104.83%year -on -year; The industry achieved net profit of 4.544 billion yuan, an increase of 38.94%year -on -year.

In addition, as a strategic choice of a new round of scientific and technological revolution and new opportunities for industrial changes, the development of the digital economy is also in the ascendant.

At present, there are 279 motherboard digital economy companies in Shenzhen, mainly concentrated in electronics, computers, communications, national defense military industry and other industries. Among them, 217 companies are profitable, 142 have achieved profit growth, and the net profit growth of 58 companies has increased by more than 50%. The total R & D expenditure of 279 companies was 78.529 billion yuan, an increase of 11.50%year -on -year, and the R & D intensity of 73 companies exceeded 10%.

The green low -carbon industry is developing rapidly. At present, the number of companies in Shenzhen City involves a total of 142 companies in the new energy vehicle industry, new energy industry, and energy conservation and environmental protection industries, accounting for 9.50%. In the first half of the year, 142 companies achieved a total of 87.037 billion yuan in net profit, an increase of 58.57%year -on -year, which was much higher than the overall level of the sector.

Leading corporate toughness and vitality strong

From the perspective of the size of the enterprise, leading enterprises show strong toughness and vitality. As of August 31, the market value of the motherboard exceeded 100 billion yuan, with an average of 55.915 billion yuan in operating income, an increase of 20.97%year -on -year, achieving an average net profit, and average net profit. 5.596 billion yuan, a year -on -year increase of 10.67%.

"Deep motherboard companies occupy the leading position of the industrial chain in engineering machinery, laser equipment, panels, security equipment, intelligent voice, home appliances, green energy, consumer electronics, etc., showing that the new blue chip growth momentum is strong." An senior industry analyst in South China in South China. The interview pointed out.

As of now, the Shenzhen Main Board has brought together 131 leading enterprises in the industry and 47 technology leading enterprises. Together, it has built the advantages of the main enterprise cluster of the Shenzhen Chain Chain, and contributed the "Shenzhen City Power" to the current value chain of the supply chain industry chain. For example, the leader of the home appliance industry and Gree Electric's net profit in the first half of the year realized net profit of 15.996 billion yuan and 11.466 billion yuan, an increase of 6.57%and 21.25%year -on -year; Net profit was 2.512 billion yuan, an increase of 230.61%year -on -year; consumer electronics leader Lixun Precision and Goer's net profit in the first half of the year were achieved by 3.784 billion yuan and 2.079 billion yuan, respectively, an increase of 22.49%and 20.09%year -on -year, respectively. The reform of state -owned enterprises in Shenzhen Main Board has also achieved remarkable results. At present, there are 466 listed companies in Shenzhen Main Board, accounting for 31.15%of the number of companies in the sector. In the first half of the year, the total operating income was 3.36 trillion yuan, and the total net profit was 214.470 billion yuan, of which 87 net profit increased by more than 50%. For example, through the implementation of the three -year action plan for the reform of state -owned enterprises, the company's operating efficiency has been significantly improved. In the first half of the year, the company achieved net profit of 483 million yuan, an increase of 43.79%year -on -year.

Behind the rapid development of Shenzhen companies, the strong support of the capital market is inseparable. The motherboard company continuously supports service scientific and technological innovation and industrial upgrading through various financing methods to promote rapid performance.

In the first half of 2022, Shenzhen Main Board Company expanded direct financing channels through a variety of tools, and 60 companies raised a total of 85.7 billion yuan. For example, Jing'ao Technology raised a total of 10 billion yuan in 2020 and 2022 for battery, silicon wafers and other projects. With the successive landing projects and the layout of a new round of production capacity in 2022, the company's shipments reached A record high, with revenue of 28.469 billion yuan, an increase of 75.81%year -on -year, and a net profit of 1.702 billion yuan, an increase of 138.64%year -on -year.

In addition, mergers and acquisitions are also a powerful measure to improve the quality of Shenzhen listed companies. In the first half of 2022, the main board of Shenzhen City completed 15 single -heavy asset reorganization, involving an amount of 80.446 billion yuan. Pharmaceuticals, public undertaking, power equipment and other industries account for nearly 50 % of the reorganizations, and the reorganization is more active.

From the perspective of the industry, through the horizontal mergers and acquisitions based on the integration of the original industry, it can further enhance the industry position of listed companies and enhance profitability.

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