Lu Enterprise Daily · Industry ｜ Xiangxin is strong, ten "latecomers" science and technology attributes are sufficient

Fengkou Finance reporter Wang Xue

On August 31, the A -share interim exposing came to an end, and the semi -annual report of the Shandong listed company's semi -annual report has surfaced. It is rejoicing that in the face of complex and changing external situations, Shandong listed companies can change and follow the trend, and hand over the "100 billion" answer sheet, highlighting the strong toughness and hardcore competitiveness. In the first half of this year, what changes have taken place in the industry distribution of listed companies in Shandong? What industry growth momentum is the strongest? Wind Financial uses data to decode the industry map of Shandong listed companies.

The traditional industry is reborn "new generation" accelerated expansion

Since 2022, Shandong's capital market has gained a lot. With the listing of Tede and United Chemistry on the Beijing Stock Exchange and Shenzhen Stock Exchange, the total number of listed companies in Shandong has reached 277, and the market value of the sector has reached 370 million yuan.

From the perspective of industry distribution, basic chemicals, pharmaceuticals, mechanical equipment, transportation equipment, power equipment, light industrial manufacturing, computers, food, beverages, agriculture, forestry, animal husbandry and fishing areas have gathered 191 and nearly 70 % of Shandong listed companies Essence Among them, there are 41 listed companies in the basic chemical industry, ranking first in the industry; the number of listed companies in the pharmaceutical, biological and machinery and equipment industry is 30 and 27, ranking second and third.

Whether it is an intelligent manufacturing company represented by Goer's shares, a pharmaceutical and biological enterprise represented by Haier Bio, or the rapid growth of basic chemical companies represented by Wanhua Chemistry, it shows the background of Shandong's new and old kinetic energy conversion. Change.

Shandong has 41 industrial categories, 197 industrial categories and 526 industrial categories in the United Nations Industrial Classification. The middle and upper reaches are companies that produce basic raw materials. This means that while Shandong has a complete industrial system, it is also facing the shortboard of the economic and industrial structure.

In 2018, the "Implementation Plan for the Implementation of the major projects of new and old kinetic energy conversion in Shandong Province" was released, setting a clear roadmap and timetable for Shandong. In 2022, the main indicators determined by the "five -year breakthrough" of the new and old kinetic energy conversion in Shandong were basically completed. 119 key tasks were fully landed, and the effectiveness of the comprehensive test area construction was prominent.

In the first half of 2022, in the top ten industries in the total market value of listed companies in Shandong, basic chemical, biomedicine, and transportation equipment were ranked among the top three. Traditional enterprises have performed strongly in the capital market and emerging enterprises have risen rapidly. The results are.

Basic chemical prosperity high degree of transportation equipment has fallen into severe disaster areas

The growth rate of net profit usually reflects the "money" of enterprises and even the industry. The same flower Shunian data shows that among the 277 Lu stocks, 142 companies have achieved net profit growth year -on -year, and the net profit of 31 Lu stocks increased by more than 100%year -on -year, of which two Lu stocks increased by more than ten times. Hong (300654.SZ) net profit growth rate reached 2205.32%, and Lianchuang (300343.SZ) was 1325.58%.

From the perspective of the A -share level, the performance differentiation in different industries in the first half of the year is relatively prominent. Coal oil and gas, basic chemicals, power battery raw materials, and new energy industries have grown rapidly; and affected by factors such as repeated epidemic and high raw material prices, companies such as aviation, catering, tourism, and breeding are still in trouble.

The same is true to listed companies in Shandong. In the industry distribution of more than 100%of the company's net profit growth rate, basic chemical, electric equipment, food, beverages, and non -ferrous metals have more outstanding performance, including 7, 4, 3, and 3 companies. In addition, textile clothing, petroleum petrochemical, coal and other industries also show a better growth trend.

Chen Li, chief economist of Chuancai Securities and director of the Institute, said that in terms of non -ferrous metals, thanks to the rapid development of new energy vehicles and wind power industries, the profit of upstream resource enterprises has grown rapidly. Affected by factors such as overseas inflation and European energy crisis, the profit growth of the coal and petroleum industry has maintained a high level.

Conversely, in the distribution of net profit over 100%of the enterprise industry, the transportation equipment industry is the first. Specifically, the net profit of Qingdao Shuangxing and Xingmin Zhitong fell more than 1,000%. Bohai Automobile, Meichen Ecology, and Langjin Technology declined -466.29%, -389.26%, and -319.8%, respectively. The decline in the computer industry, agriculture, forestry, animal husbandry and fishing, and pharmaceutical and biological industries has also been higher, with three companies.

"Later" and "new" and the growth rate of revenue performed brightly

The number of listed companies has always been a barometer for regional economic development, while the cultivation of reserve companies in the market represents the future and potential of the urban economy.

Since the beginning of this year, the strong explosive power of the new "Listed Legion" in Shandong has been amazing. These "latecomers" of these capital markets are mostly invisible champions in the industry segment. They have high -tech, high growth, and high value attributes, representing the future of Shandong's economic development.

Tongllow iFind data shows that 10 newly listed Lu enterprises have been listed this year mainly distributed in transportation equipment, basic chemical industry, machinery and equipment, pharmaceutical equipment, food, beverage, agriculture, forestry, animal husbandry and fishing, and electronics. In order to specialize in a special new enterprise, the science and technology innovation is prominent.

Judging from the performance of the first half of this year, regardless of the "hard core" strength or profitability of technology, they are the best in Shandong listed companies.For example, the Rongchang creature on the science and technology board on March 31 this year has a R & D cost rate of 128.34%, and the revenue increase in the first half of the year is 1033.35%. Among the two companies with a growth rate of more than 10 times the revenue of listed companies in Shandong, Rongchang BiologicalA seat.In addition, the joint chemistry of the GEM has achieved a growth of more than 20%of the net profit of the GEM, and its development momentum is good.There are mature and complete basic chemical companies in the capital market. Later, high -tech enterprises with strong hardcours have sprinted A shares one after another. Shandong has set foot on a new way for innovation -driven and endogenous growth.Essence

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