Lugang China News Running to win the broader market: net profit exceeding 100 billion yuan, revenue increased by 8% year -on -year

On the evening of August 31, the A -share listed company was officially ended. The interim report shows that the net profit of 277 A -share listed companies in Shandong exceeds 100 billion yuan, revenue continues to grow, and the company's quality has steadily improved.

According to Wind data, in the first half of the year, 277 Lu stocks realized a total of 105.386 billion yuan in net profit attributable to shareholders of the parent company, of which 235 of the Lu stocks achieved profit, accounting for 85%, and 4 percentage points were won by winning A shares; Lu shares realized the realization Total operating income was 1.35 trillion yuan, an increase of 8%year -on -year, of which 181 Lu stocks increased operating income year -on -year, accounting for 65%, and 4.7 percentage points were won.

"Profit King" profit exceeding the whole year last year

In terms of individual stocks, Yoshiyura Energy, Wanhua Chemical, and Haier's home in the first half of the year ranked among the top three, with 18.037 billion yuan, 10.383 billion yuan, and 7.949 billion yuan, respectively.

The rise in coal prices soared the profits of upstream coal manufacturers. Yankuang Energy became the "profit king" in the first half of the year. Net profit increased by 198.54%year -on -year, earning 1.778 billion yuan over the whole year of last year.

Wanhua Chemical Insurance keeps the tens of billions, and its net profit fell 23.26%year -on -year. Wanhua Chemical said that due to the sharp rise in basic energy prices, the company's main chemical raw materials and European BC energy costs increased significantly year -on -year, and the gross profit margin of the main products decreased year -on -year.

The third -profit Haier's family became the first revenue of Lu stocks, achieving revenue of 121.858 billion yuan, an increase of 9.1%year -on -year. From the perspective of business structure, the refrigerator is the main source of revenue, accounting for 31.3%, and a gross profit margin of 30.2%. In addition, overseas markets have risen against the trend, digital change reduction reduction and efficiency, supporting bright performance.

"Shandong listed enterprises are full of motivation, especially several leading enterprises, which have performed well in Shandong and even the country. They have focused on refined in the physical field for many years. In the severe situation, they still achieve good performance and even increased in trend. Driving the role. "Fu Baodong, a specially invited researcher at the Shandong Provincial Government Development Research Center and director of the Industrial Office of the Industrial Office of the China Macroeconomic Research Institute.

"In the second quarter, some listed companies were affected by factors such as epidemic conditions. As the epidemic improved and various support policies landed, the operating conditions of listed companies gradually stabilized and improved." Zhang Zhaobing, deputy director of the Shandong Securities Regulatory Bureau.

Manufacturing singing protagonist

From the perspective of net profit, 7 of the top 10 companies have 7 manufacturing companies; among the top 20 Lu enterprises, 11 manufacturing companies. At present, Shandong has a total of 212 A -share listed manufacturing enterprises, accounting for 76.5%of the total number of Lu shares; the net profit realizes 69.074 billion yuan, accounting for 65.5%of the net profit of Lu shares.

There are 6 companies with a market value of 100 billion yuan. Except for Yankuang Energy, they are manufacturing companies. As of the closing of August 31, the total market value of Lu shares was 369.997 billion yuan, of which 212 122 manufacturing, the market value of Lu Enterprise in the manufacturing industry was 288.676 billion yuan, accounting for 77.9%of the total market value of Lu shares. Among the top 20 market value of Lu stock, there are 16 manufacturing companies; of the top 40, 32 manufacturing companies.

In terms of the number of listed companies in the science and technology board, Shandong is at the forefront of 19 homes, including 17 manufacturing. From the perspective of the market value of GEM, the market value of 46 manufacturing Lu enterprises was 385.162 billion yuan, accounting for 87.4%of the total market value of GEM companies.

"Stabilizing manufacturing is the focus of stabilizing the economy." Fu Baozong believes that "there are many listed companies in Shandong manufacturing, which reflects the structural characteristics and good situation of Shandong's dominant and real economy as the cornerstone of the real economy. "

R & D investment plus weight

In the first half of the year, a total of 5 A -share -Lu enterprise research and development costs exceeded 1 billion yuan and 63 more than 100 million yuan.

Weichai Power ranked second in R & D R & D with 3.687 billion yuan. In the first half of the year, Weichai Power released the world's first thermal efficiency of 51.09%of the body thermal efficiency, and jointly released the nation's first commercial hydrogen internal combustion engine heavy card with China Sinotruk, reaching the international advanced level. In the first six months, Weichai Power revenue was 86.74 billion yuan, achieving net profit of 2.387 billion yuan in mother -in -law.

"Enterprises with high science and technology content have strong anti -risk capabilities and can still show a good momentum," said Dong Yuling, Dean of the Institute of Economic Research, Shandong University of Finance and Economics.

From 1.3 billion yuan in 2018 to 3.7 billion yuan in 2021, China Sinotruk has invested more than 10 billion yuan in R & D in the past four years to support the improvement of product power. In the first seven months of this year, China Sinotruk won the "double first" of domestic heavy truck companies' sales and market share. In the first half of the year, China Sinotruk achieved net profit of 1.28 billion yuan in net profit; the asset -liability ratio was 58%, a year -on -year decrease of 7.8 percentage points; the net cash flow of business activities increased by 524%year -on -year.

"Scientific and technological innovation is the core driving force for industrial transformation and upgrading." Fu Baozong believes that, such as Weichai Power, China Sinotruk, etc., continued to increase the costs and intensity of R & D, and formed a high -end and high -end industrial chain in the future, and achieved high -quality development for the future. Solid pavement. "

From the perspective of R & D investment, 22 R & D investment investment accounted for more than 10%of revenue, of which digital people, Rongchang Biological, Zhongfu Information, and Shanda latitude exceeded 50%.

R & D and transforming into productivity also faces problems such as high risk and long cycle. Digital people ranked first with the Beijing Stock Exchange with a R & D expense ratio of 166.82%, but the performance was at the bottom of the North Stock Exchange, with a loss of 14.1478 million yuan in the first half of the year.

New listed companies are also increasing investment in R & D. In the first half of the year, among the 10 newly listed Lu enterprises in Shandong, Rongchang Biological R & D investment was 450 million yuan, bringing revenue increase of 1033.35%. In addition, Tianyue's development investment of advanced, ternary biology, and C also exceeds 10 million yuan. Except for ternary biology and lily, the other 8 research and development investment increased year -on -year. The market value of green smoke enterprises "tap"

In the first half of the year, Shandong 16 cities actively seized the registered opportunities, and the listing work blossomed. Judging from the number of listed companies in various cities, Qingdao has maintained a leading lead in 59, Yantai City ranks second with 47, Jinan City ranks third with 42, Weifang ranked fourth in 30, and 29 in Zibo City. The fifth.

In terms of the total market value of listed companies, the battle of Qingyan continued to see. As of the close of August 31, the total market value of Qingdao A -share listed companies was 781.696 billion yuan, and Yantai City was 769.076 billion yuan. When closed on August 26, the total market value of Qingdao A -share listed companies was 779.738 billion yuan, and 780.929 billion yuan in Yantai City lost to Yantai. Both Qingyan cities have high market value companies. Qingdao has Haier Zhijia and Qingdao Beer, and Yantai City has the number one market value of Lu stock.

Jinan, which lacks a market value of more than 100 billion yuan, ranks third in the total market value of A -share listed companies at 565.154 billion yuan. The total market value of Weifang and Zibo reached 349.161 billion yuan and 260.896 billion yuan, respectively. Although there are only 10 listed companies, Jining City has reached the top five market value with Yankuang Energy, with a total market value of 265.666 billion yuan.

From the perspective of the county, 277 listed companies are distributed in 82 counties (cities, districts), and the number of listed companies with 8 counties (cities, districts) reached double digits. Among them, the number of listed companies in Lixia District, Jinan City is far ahead. There are 12 in Laoshan District, Qingdao, 11 in Fushan District, Zibo City, and Huangdao District, Qingdao City. There are 10 in Huancui District of Weihai City and Longkou City, Yantai City.

"It can be seen that although there are differences in the economic development level of Shandong regional, each city is scrambling to make efforts, which will undoubtedly drive regional coordinated and benign interaction, thereby promoting the coordinated development of regional economy." Fu Baozong said.

Source: Volkswagen Daily

Edit: Liu Dan

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