1,751 Listed Companies Announced Half-Year Results, New Energy Vehicles and Other Industries Announced

　　Dong Tian

　　Wind data shows that as of July 25, when a reporter from China Securities Journal went to press, a total of 1,751 A-share listed companies had disclosed their 2022 semi-annual performance forecasts, and 736 were pre-happy, accounting for 42.03%.

Among them, 522 were pre-increased, 93 were slightly increased, 15 continued to make profits, and 106 turned losses.

The performance of listed companies in high-prosperity industries such as photovoltaics and new energy vehicles has achieved steady growth.

　　273 companies expect net profit to double

　　Wind data shows that it is expected that in the first half of 2022, there will be 549 listed companies with a net profit attributable to shareholders of listed companies exceeding 100 million yuan, 210 listed companies with more than 500 million yuan, and 120 listed companies with more than 1 billion yuan. There are 21 listed companies with a value of more than 5 billion yuan, and 11 listed companies including PetroChina, CNOOC, COSCO SHIPPING Holdings, China Shenhua, Kweichow Moutai, and Shaanxi Coal Industry are expected to realize the ownership of shareholders of listed companies in the first half of 2022. The lower limit of net profit exceeds 10 billion yuan.

　　Among them, PetroChina expects to achieve a net profit attributable to shareholders of listed companies in the first half of 2022 of 79.536 billion yuan to 85.036 billion yuan, a year-on-year increase of 50% to 60%.

China National Offshore Oil Corporation and COSCO SHIPPING Holdings followed closely with an estimated lower limit of net profit of 70.5 billion yuan and 64.716 billion yuan respectively.

　　In terms of net profit growth, excluding the impact of turning losses, it is expected that in the first half of 2022, there will be 658 listed companies with a year-on-year increase in net profit attributable to shareholders of listed companies exceeding the lower limit of 10%, 273 listed companies with over 100%, and 500% with over 100%. There are 47 listed companies, and 21 listed companies including Jiu’an Medical, Tianqi Lithium Industry, Shenglu Communication, and Kerun Intelligent Control are expected to achieve a year-on-year increase of more than 1000% in the net profit attributable to shareholders of listed companies in the first half of 2022.

Among them, Jiu'an Medical expects to achieve a net profit of 15.1 billion to 15.5 billion yuan attributable to shareholders of listed companies in the first half of 2022, a year-on-year increase of 27466.36% to 28196.6%, and the lower limit of net profit growth temporarily ranks first in A shares.

Tianqi Lithium Industry and Shenglu Communication followed closely with an estimated lower limit of net profit growth of 11089.14% and 7774.02% respectively.

　　Statistics show that among the 273 listed companies whose net profit is expected to double, 44 belong to the basic chemical industry, 28 belong to the power equipment industry, 26 belong to the electronics industry, 21 belong to the biomedical industry, 20 belong to the non-ferrous metal industry, and 18 belong to the nonferrous metal industry. One belongs to the machinery and equipment industry, and 12 belong to the coal industry.

　　Photovoltaic and other industrial chains have outstanding performance

　　The performance of listed companies in the photovoltaic and new energy vehicle industry chains was outstanding.

my country's photovoltaic industry has maintained rapid growth as a whole, and the top listed companies in polysilicon, silicon wafers, batteries, modules and other sectors are expected to increase their net profit at a higher rate in the first half of 2022.

Tongwei Co., Ltd., the leading listed company of silicon materials, announced that the net profit attributable to shareholders of the listed company in the first half of the year is expected to be 12 billion to 12.5 billion yuan, a year-on-year increase of 304.62% to 321.48%.

　　The photovoltaic industry operation data released by the Ministry of Industry and Information Technology recently showed that the national output of polysilicon in the first half of the year was about 365,000 tons, a year-on-year increase of 53.4%; the national output of silicon wafers in the first half of the year was about 152.8GW, a year-on-year increase of 45.5%; The output of crystalline silicon cells was about 135.5GW, a year-on-year increase of 46.6%; in the module sector, the national crystalline silicon module output in the first half of the year was about 123.6GW, a year-on-year increase of 54.1%.

　　Wang Bohua, honorary chairman of the China Photovoltaic Industry Association, believes that in the first half of 2022, the domestic photovoltaic power generation installed capacity was 30.88GW, a year-on-year increase of 137.4%. This data has exceeded the sum of the installed capacity in the first ten months of last year.

It is expected that the photovoltaic market may start an accelerated development mode, and the forecast for new installed capacity this year will be raised by 10GW, and it is expected to achieve 85GW to 100GW throughout the year.

　　In terms of the new energy vehicle industry chain, upstream lithium mines, lithium salts, midstream cathode materials, and downstream leading car companies have all performed well.

　　Among the listed companies in lithium mines, Tianqi Lithium Industry, Ganfeng Lithium Industry, and Salt Lake Co., Ltd. are the three leading companies whose net profit has increased significantly.

Among them, Tianqi Lithium expects to achieve a net profit of 9.6 billion to 11.6 billion yuan attributable to shareholders of listed companies in the first half of the year, a year-on-year increase of 11089.14% to 13420.21%.

Among the listed lithium salt companies, the net profit growth of Rongjie Co., Ltd., Tianhua Chaojing, and Yahua Group all increased by more than 500%.

　　In terms of new energy vehicle companies, leading companies represented by BYD performed better.

BYD expects the net profit attributable to shareholders of listed companies to be 2.8 billion to 3.6 billion yuan in the first half of the year, a year-on-year increase of 138.59% to 206.76%.

According to data from the China Automobile Association, in the first half of 2022, the production and sales of new energy vehicles in my country were 2.661 million and 2.6 million respectively. It is expected that the sales of new energy vehicles in 2022 are expected to reach 5.5 million, a year-on-year increase of 56%.

　　24 listed companies disclosed semi-annual reports

　　As of now, a total of 24 A-share listed companies have disclosed their 2022 semi-annual reports, and 15 listed companies have achieved a year-on-year increase in net profit attributable to shareholders of listed companies in the first half of 2022.

　　Among the 24 listed companies, 9 listed companies released the 2022 semi-annual performance forecast before the disclosure of the semi-annual report, and the actual net profit exceeded the lower limit of the expected net profit.

　　The brokerage research report believes that the number of listed companies that disclose semi-annual reports continues to increase, and it is necessary to focus on listed companies that have improved marginal performance and exceeded expectations.