In the first half of the year, ZTE's non -net profit increased by about 66 %, and social security and "northbound capital" increased their positions.

Reporter Zou Yongqin, Economic Observation Network, August 27th, ZTE (000063.SZ) released the 2022 semi -annual report. In the first half of the year, ZTE achieved operating income of 59.818 billion yuan, an increase of 12.71%year -on -year; net profit attributable to ordinary shareholders of listed companies was 4.566 billion yuan, an increase of 11.95%year -on -year; deduction of non -net profit was 3.725 billion yuan, an increase of 65.83%year -on -year.

This is that ZTE has grown positively for three and a half consecutive years since its decline in performance in 2018.

Performance

ZTE is the world's leading comprehensive communication information solution provider. It provides innovative technology and product solutions for customers in many countries and regions around the world. It integrates "design, development, production, sales, and service". Operators network, government -enterprise business, consumer business "three major businesses.

During the reporting period, ZTE's two major domestic and international markets and operator networks, government -enterprise, and consumers' operating income all achieved double -digit growth year -on -year growth.

Among them, the domestic market realized operating income of 40.602 billion yuan, an increase of 12.93%year -on -year, accounting for 67.88%of the overall operating income; the international market achieved operating income of 19.216 billion yuan, an increase of 12.27%year -on -year, accounting for 32.12%of the overall operating income.

Specific to the three major businesses, the operator network achieved operating income of 38.721 billion yuan, an increase of 10.47%year -on -year, mainly due to the increase in operator networks, government -enterprise business, and consumer business income In terms of, the operating income was 6.705 billion yuan, an increase of 18.32%year -on -year, mainly due to the increase in operating income of domestic affairs enterprises compared with the same period of the previous year; in terms of consumer business, operating income was 14.392 billion yuan, a year -on -year increase of 16.51%, mainly because The operating income of family information terminals, mobile phones and other products has increased from the same period of the previous year.

It is worth noting that ZTE's two subsidiaries ZTE and ZTE's net profit of ZTE and ZTE were more than 30%year -on -year.

Among them, ZTE's net profit increased by 48.27%year -on -year, mainly due to the increase in gross profit; ZTE's net profit increased by 241.83%year -on -year, mainly due to the improvement of profitability.

In the financial report, ZTE emphasized that while it continued to consolidate the first curve business represented by wireless and wired products in the first half of the year, it quickly expanded to servers and storage, terminals (including mobile phones, mobile internet, smart families, etc.), automotive electronics, automotive electronics , Digital Energy (including power supply, data centers, new energy, etc.), and the second curve business represented by the application of 5G industry applications, make good progress. In the first half of 2022, the operating income of the second curve increased by nearly 40%year -on -year.

According to public information, ZTE divides its business into the first curve and the second curve from the product dimension. Among them, the first curve is a CT business represented by wireless, wired and other products; the second curve is an emerging business represented by IT, digital energy, and terminals.

Looking forward to the second half of 2022, ZTE stated that since the beginning of 2022, the domestic digital economy has maintained a good momentum of growth, and the role of economic growth has continued to increase. And ZTE has been committed to becoming a digital economy road building, actively helping the country's digital economy developed at a rapid development. The curve business, Gu Benzuo, to achieve a strategic surpassing goal. "

Increasing institution

The good fundamental fundamental fundamental fundamentals of ZTE's performance have also attracted an increase in institutions led by the Social Security Fund to increase their positions.

Compared with the first quarter, the list of top ten circulation shareholders disclosed in the interim report, three new social security funds were added, namely the seventh National Social Security Fund, one or three combinations, and the ninth National Social Security Fund, one by one One group, one -two -two combinations in the 10th place in the 10th place; their shareholdings are 41.3242 million shares, 330.254 million shares, and 31.88 million shares; 24.53/share calculation, its total market value of 2.607 billion yuan.

It is worth noting that although the market that is more concerned about and is shared by Xie Zhiyu, the star manager of the market, although the mixture of Xingquan Junjun is among the top ten lists, because the fund's interim report has not been released, and the threshold of the top ten circulation shareholders this time It is obviously higher than the previous quarter, so whether Xie Zhiyu increased or reduced its holdings, it was still unknown.

In addition to the Social Security Fund, the northbound capital, which is known as the title of "Smart Money", is also continuing to increase the position of ZTE. Linking data DataYES! Statistics show that at the end of March (at the end of the first quarter), the number of shares of ZTE of ZTE of ZTE was 69.5688 million shares, 72.7957 million shares at the end of April, and 88.749 million shares at the end of May. The level reached 103 million shares; the latest data was that its positions increased to 119 million shares as of August 26.

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