Yongjin Building 丨 Inventory of Zhejiang stocks "mid -term answer sheet" transcripts focusing on

Zhejiang News Customer Council Selection Reporter Zhang Yanqi Sun Yipeng

On August 31, the A -share listed company closed at half a year.

The Zhejiang Stock Examination performed well in this "mid -term exam". According to public data, a total of 578 of the 628 Zhejiang A -share listed companies have achieved profitability, accounting for more than 91%.

628 transcripts, Yong Jinjun takes you to focus.

Hidden storm

Let's take a look at who is the "top ten" of Zhejiang's enterprises' profits?

From the data point of view, Ningbo Bank ranked first with net profit of 11.27 billion yuan. Zhejiang Commercial Bank ranked second with 6.97 billion yuan. The two maintained the same ranking with the same period last year.

The third dispute is full of highlights in the annual A -share report.

Bank of Hangzhou rose by 2, ranking third for 6.59 billion yuan. Hikvision (ranked fourth) and Rongsheng Petrochemical (ranked fifth) is still among the top five of the profit ranking.

Compared to the stable bank stocks, Rongsheng Petrochemical is not difficult in 2022.

Especially considering the multi -point outbreak of the epidemic since this year, the energy crisis brought about by geopolitical conflicts in the world, and the impact of the continuous high inflation of developed economies in Europe and the United States on the energy chemical industry supply chain. The "mid -term answer sheet" is not easy.

The important momentum of supporting Rongsheng Petrochemical's profit is mainly due to the steady climbing of refining and chemical projects and the rapid development of the EVA industry.

According to the semi -annual report, the first phase of the Zhejiang Petrochemical project under its subsidiary has achieved stable full load operation, and the second phase of the project was fully put into operation in January this year. At the same time, benefiting from the strong demand for photovoltaic power generation, the price of EVA products with the main materials has risen, and the Zhejiang Petrochemical EVA device has also achieved full load production.

Among the top ten, last year, Tongkun Co., Ltd., Huafeng Chemical, Oriental Biological and Zhejiang Longsheng slipped out of the top ten, replaced by He Sheng Silicon Industry (ranked seventh), Yagore (ranked eighth), Anxu creatures (ranked ninth ranking 9th ) And satellite chemistry (ranked tenth) ranked among the top ten.

Among them, two dark horses have to be said -Chinese boulder and He Shengsine.

As the world's number one company in the global capacity of the glass fiber composite material industry, the net profit of China's boulder increased by 61.9%compared with the same period last year. What supports this performance is the steady advancement of the short -cut silk production line of the boulder layout in Chengdu, the smart manufacturing base of the Tongxiang headquarters, and the boulder Jiujiang intelligent manufacturing base.

Looking at He Sheng Silicon, this year's net profit increased by nearly 50%year -on -year.

As the leader of my country's silicon -based new materials industry, on the basis of 2022, He Sheng Silicon Industry has continuously promoted the integration projects in Xinjiang, Yunnan and other places in Xinjiang, Yunnan and other places. Extension and layout of the industrial chain.

Yong Jinjun analyzed that as a chemical province, Zhejiang, under factors such as supply -side reforms, demand -side recovery, and changes in the relationship between industry and market supply and demand, the price and sales of chemical products have increased significantly compared with last year.

Who can turn over

Among the ten Zhejiang enterprises at the bottom of the "mid -term entrance examination" last year, Tianbang Food, Ningbo Dongli, and Shentong Express returned to the profit team this year.

For example, Tianbang Foods, although the market price of the pigs is at a low level and the rise in breeding costs, led to a loss of 646 million in the first half of this year. However, by selling the equity of the historical creature (Nanjing) of the subsidiaries, the method of allocation of resource allocation has been optimized and the company's overall profitability is improved.

Last year, Ningbo Dongli, who lost nearly 200 million yuan, also made more than 400 million yuan in profit in the first half of this year.

As the country's investment in the medical industry continues to increase, at the same time, the infrastructure of large cities has continued to promote. As the first gear industry company listed in A shares in China, Ningbo Dongli has created Jiangbei, while capturing the process of promoting the intelligent process of manufacturing. The three manufacturing bases of Hangzhou Bay and High -tech Zone have achieved a profit.

Of course, in addition to those classmates who "reverse the wind turning", there are also very "stable" students, such as continuing to maintain the bottom of Jiakai City.

Compared with the transcript with a loss of 427 million yuan last year, the loss of 442 million this year did not seem to have declined significantly. The main reason is that the continuous downturn of the real estate industry and the company's film and television screening of Jiakai City has the impact on performance.

In addition, although the results are still at the bottom, some companies that work hard to "survive" are also worthy of attention, such as ST Zotye.

As a major monster stock of last year's "getting top -up", ST Zotye "successfully" reduced losses by 63%this year, and the reduction of losses was mainly concentrated on the reduction of costs such as sales costs and management expenses.

It is worth noting that according to the semi -annual report, Zotye Automobile has invested nearly 35 million yuan in the first half of this year, an increase of 656%compared with the same period last year. This significant growth may be related to the in -depth cooperation with its in -depth cooperation with the Chongqing Laoshan District Government.

Entering the game in the context of the favorable new energy policy is of course a effective strategic choice. However, considering the technical advantages accumulated by the new forces of the car, and the "burning money" investment required for the reinvisibility of the industrial chain, Zotye needs to work hard in this "resurrection war".

What needs to be concerned is those companies who "repeat the same mistakes".

After the "short -term" get rid of the mud, Huayi Brothers, Jifeng and Junsheng Electronics returned to a loss again, while the reasons for losses were different.

The main reason for the loss of the Huayi brothers is the decrease in the revenue and box office revenue of the film; the decline in profitability of Jifeng and Judong Electronics is due to various reasons such as epidemic, exchange rate, chip shortage, and rising upstream raw material prices.

profit! profit!

The epidemic has brought development opportunities for pharmaceutical companies.

An Xu creature, which was listed on the Shanghai Stock Exchange Science and Technology Board on November 18 last year, handed over an excellent transcript.

Its semi -annual report disclosed that An Xu Biological achieved operating income of 5.93 billion yuan in the first half of the year, an increase of 1100.35%year -on -year; net profit at home was 2.878 billion yuan, an increase of 1323.67%year -on -year.

The eye -catching results mainly come from its research and development of new crown antigen detection, new crown antibody detection and other series of products to provide customers with a complete new crown solution. In addition, the company developed by the company has obtained the EU CE certification. Market forecasting, An Xu Bio will still achieve high profit growth in the third quarter of this year.

Dian diagnosed as a pharmaceutical company in the first half of the year was 1.880 billion yuan, an increase of 158.54%year -on -year. This growth rate was slightly more market expectations. New crown testing revenue accounted for 68.3%, an increase of about 450%year -on -year, which is the main driving force for performance growth. In a certain period of time, the new crown testing business will bring sustainable performance growth to such enterprises.

In addition, the new energy track in the context of the "double carbon" is still "hot", and there are many "superior students" in this field.

Since the first half of this year, the National Development and Reform Commission and the Energy Administration have issued a series of major policies for the renewable energy power generation industry. Policies have allowed energy companies to achieve high -speed growth.

On July 13th, Kuron Zhikong, which landed on the Beijing Stock Exchange, increased the net profit of the first half of the year by 8427.09%year -on -year, leading the list of net profit gains in Zhejiang stocks. For the growth of profits, Ke Runzhi said that the main reason is that the "double carbon" policy leads to strong market demand.

Compared with the rise in Dongfeng's performance in policies, the repeated repeated impact of the epidemic in the first half of this year has caused a great impact on the service and leisure industry.

Hengdian Film and Television's net profit in the first half of the year fell 133.9%year -on -year. The main reason was that the more epidemic emission caused multiple films to withdraw. In the first half of 2022, Songcheng Performing Arts, which fell 107.70%of the net profit of her mother, also stated that in the second quarter, they were affected by the epidemic. Most of the time in the scenic area was closed, resulting in a sharp decline in performance.

In addition, it is worth noting that the "smoke in the campaign" of the express delivery market last year, with the performance of express delivery companies such as Tongda and SF, has declined. This year, Shentong Express fought a beautiful turn.

In the first half of the year, the net profit of Shentong Express was 189 million yuan, an increase of 228.9%year -on -year. The price of single tickets was significantly increased, and the market was no longer competing for the market through a price war.

With the capacity of production capacity and the empowerment of the Ali platform, the core cost of the full link of Shentong Express still has a decreased space. Market analysis believes that the impact of the short -term epidemic will gradually fade, online consumption demand will rebound, and as industry policy supervision will be rebounded, and as industry policy supervision will be regulated Strict, the courier industry pattern is gradually becoming clearer, and it is optimistic that the profit rebound.

Data source of this article: Flush iFind

- END -