Focus · Semi-annual report of A-share listed companies "riding the wind and breaking the waves"
Which company has the best semi-annual report performance? The pig raising and epidemic prevention sectors have outstanding performance
Cartography Gao Xiang
In the first half of 2020, the A-share market declined first and then rose. In the context of multiple meltdowns in the US stock market, it still emerged from a wave of bull market, and its resilience has become a hot spot for everyone.
Recently, A-share listed companies have begun to release half-year performance forecasts. Which companies have become "top students"?
According to iFind data, among the 1,566 companies that have disclosed half-year performance forecasts, 606 companies have reported good news, and nearly half of them doubled their half-year net profit. On the whole, Brother Technology, Muyuan, Xinwufeng, Wanji Technology, Dabeinong, and Intech Healthcare are among the best in the first half of the year. Riding on the east wind of the pharmaceutical industry, Brother Technology's net profit soared by 12764.24%, and in the first half of this year, it was "one of the best".
606 company semi-annual reports
According to iFind data, as of July 21, a total of 1,566 companies in the Shanghai and Shenzhen stock markets had disclosed their half-year performance forecasts, while the number of companies reporting good news reached 606, including pre-increasing, turning losses and sharp increases, accounting for 39%.
Among them, nearly half of the company’s half-year net profit will increase by 100%. Brother Technology, Muyuan, New Wufeng, Wanji Technology, Dabeinong, Intech Healthcare, Xinlong Holdings, Sanlipu, Oufeiguang, Nebulas Ranked in the top 10, net profit is expected to increase more than 20 times.
In the performance forecast, 37 companies are expected to have a profit ceiling of more than 1 billion yuan in the first half of the year, of which Muyuan shares will take the lead with a net profit of nearly 11 billion yuan. In addition, three companies including Wen's Co., Ltd. and Zoomlion are all expected to have a profit cap of more than 4 billion yuan in the first half of the year. Eight companies including Yuexiu Financial Holdings, Kunlun Wanwei, and Mindray Medical are also expected to have a net profit cap of 30% in the first half of the year. 100 million yuan and above.
In terms of industries, these pre-xi enterprises are mainly concentrated in chemical, pharmaceutical and biological, electronics, mechanical equipment, electrical equipment, computers, agriculture, forestry, animal husbandry and fishery industries. Kaiyuan Securities stated in its research report that the pre-happy rate of the agriculture, forestry, animal husbandry and fishery industries is far ahead of other industries. The food, beverage, and electronics industries are less affected by the epidemic, their performance recovers faster, and the pre-happy rate is higher. Businesses that are severely affected by the epidemic The performance of the trade and leisure service industries has recovered slowly, and the pre-happy rate ranks low.
Dark horses appear frequently in the medical industry
In the first half of this year, many listed companies with the "anti-epidemic concept" stood out and their performance rose against the trend. Among them, dark horses appeared frequently in the medical industry. On July 9, Brother Technology announced that due to the increase in the sales price of related vitamin products and the increase in product gross profit margin, it is expected that the performance will turn around from January 2 to June 30, and the net profit will be 70 million to 90 million. , Basic earnings per share were 0.0782 yuan to 0.1005 yuan, while a loss of 631,700 yuan in the same period last year, basic earnings per share -0.0007 yuan.
Huajin Securities stated in its research report that in the first half of the year, the performance of medical and biological companies was significantly affected by the epidemic. From the data disclosed on July 19, the medical and biological industry is expected to increase its net profit by 18.8% in the first half of the year. Affected by the rapid growth in demand for equipment such as masks, nucleic acid kits, and ventilators, the performance of listed companies such as BGI, Capbio, Antu Bio-Mindray Medical, Yuyue Medical, and Intech Medical have maintained high growth rates.
In addition, in the first half of this year, "pig raising" companies all made money, and "pig raising" has also become the concept of internet celebrity. On July 18, Muyuan issued a semi-annual report showing that the company's net profit in the first half of the year increased by 7026.08% year-on-year to approximately 10.78 billion yuan. Muyuan said that in addition to the increase in pig prices, the main factors affecting performance changes are the improvement of intelligent and standardized management. Not only that, the net profit of "big pig farmers" such as Wen's shares and New Hope also exceeded 3 billion yuan.
"From the perspective of the competitive landscape of the breeding industry, the pig breeding group is in a period of strategic expansion opportunities, and leading companies are expanding rapidly." Tianfeng Securities believes that in the short term, the epidemic in Europe and the United States has restricted imported pork, and pig prices are expected to continue to rise in the third quarter. And the high level is maintained, and the performance of listed companies is expected to continue to grow at a high level.
West China Metropolis Daily-cover news reporter Zhu Zhu