In the first half of the year, A-share listed companies withstood the test of the epidemic and the risk of global economic downturn, achieving breakthroughs in both revenue and net profit, demonstrating the resilience of my country's economy.

The industry is different from heat to cold. Affected by the price increase of resources, listed companies in the mining industry have performed brilliantly, and the net profit of the coal industry has nearly doubled year-on-year.

Civil aviation, tourism, and aquaculture were struggling in the first half of the year.

Securities Times·Databao released the "2022 A-Share Semi-annual Report Revenue Ranking" and "2022 A-Share Semi-annual Report Net Profit Ranking" to help you fully understand the operation of A-share listed companies in the first half of the year.

　　Securities Times reporter Lin Lifeng

　　The A-share semi-annual report is closed.

Data treasure statistics, A-share companies achieved a total revenue of 34.55 trillion yuan, a record high, an increase of 9.24%.

The proportion of GDP reached 61%, a record high.

The net profit exceeded 3 trillion yuan for the first time, a year-on-year increase of 3.19%.

　　In the first half of the year, 15 of the 31 Shenwan industries had a total revenue of more than one trillion yuan, an increase of 3 compared to last year, and the number reached a record high. Power equipment, public utilities, and basic chemicals rank among the trillion-dollar revenue industries.

The total revenue of the petroleum and petrochemical and building decoration industries exceeded 4 trillion yuan, ranking among the top.

The industries with the highest revenue are still dominated by traditional industries. In addition to the above two industries, banking, transportation, non-bank finance, and non-ferrous metals rank high.

　　From the perspective of revenue changes, there are 19 industries with positive revenue growth, and 12 industries with declines.

Resource-based industries, including petroleum and petrochemicals, coal, basic chemicals, and non-ferrous metals, have seen the largest growth rates, with an increase of more than 20%.

Affected by the high prosperity of the new energy industry, the power equipment industry has experienced a substantial increase in revenue and is the only industry with an increase of more than 40% in the first half of the year.

　　The revenue of the four industries of real estate, general services, social services and automobiles fell by more than 10% in the first half of the year, of which real estate fell the most, reaching 14.62%.

The social service industry was affected by the epidemic and policies, and the revenue of tourism and education companies declined significantly, and the revenue of the entire industry fell by 11.2% year-on-year.

　　In the first half of the year, there were 8 industries with a net profit exceeding 100 billion yuan, an increase of 3 compared with last year, and the number reached a new high. The newly added industries include coal, building decoration and communications.

　　Banks are the only industry with a net profit of trillions of yuan, and they have also created a history of over one trillion yuan in net profits in the industry's semi-annual reports.

The net profits of the petroleum and petrochemical industries and the non-bank financial industry both exceeded 200 billion yuan.

In terms of growth, the net profit of coal and non-ferrous metals increased by more than 90%, of which coal increased by 96.66%, almost doubling the profits of the entire industry.

　　Agriculture, forestry, animal husbandry and fishery and social services are the only two loss-making industries, with losses of 13.108 billion yuan and 2.267 billion yuan respectively.

The loss of the agriculture, forestry, animal husbandry and fishery industry was mainly dragged down by the pig industry. The industry leaders Muyuan, Zhengbang Technology and New Hope lost 6.68 billion yuan, 4.28 billion yuan and 4.13 billion yuan respectively.

　　In the first half of the year, there were 54 companies with revenue exceeding 100 billion, a record number.

The number of companies with trillion-dollar revenue reached 3, and China State Construction’s first semi-annual report revenue exceeded one trillion.

　　It is worth noting that the revenue of a single company also broke the A-share record. For the first time, a company with a half-year revenue exceeding 1.6 trillion yuan appeared. Sinopec and PetroChina had the highest half-year revenue of 1.49 trillion yuan and 1.19 trillion yuan respectively. This year, the revenue of both companies exceeded 1.6 trillion yuan.

　　Databao released the "2022 A-Share Semi-annual Report Revenue Ranking". Among the top 50 rankings, the Ningde era ranked the fastest, up 67 places compared to last year, and the company's revenue in the first half of the year increased by 156% year-on-year.

In addition, Rongsheng Petrochemical and BYD have risen by more than 20 places compared to last year.

Among the top 50 companies by revenue last year, HNA Technology’s ranking dropped the most, from 30th last year to 4,779th, mainly due to the company’s completion of the divestiture of Ingram Micro.

In addition, Weichai Power fell 25 places and fell out of the top 50, and COSCO SHIPPING Holdings, Greenland Holdings, and Shanghai Construction Engineering all fell by more than 10 places.

　　The top 50 companies this year are still dominated by central enterprises and financial companies, of which 12 are financial companies (including banks and insurance companies), the largest number; 7 central enterprises in construction, ranking second in number; delivery companies There are 6 and 5 in the oil industry.

　　In the first half of the year, there were 51 companies with a net profit of 10 billion yuan, an increase of 7 compared with last year, and the number hit a record high.

The number of companies with a net profit of 100 billion yuan has remained stable, and they are still the four state-owned banks of China Construction Industry and Agriculture.

According to statistics from Databao, 4 large state-owned banks have maintained a net profit of over 100 billion in semi-annual reports for 7 consecutive years, and they are the only 4 A-share companies.

　　Databao released the "2022 A-Share Semi-annual Report Net Profit Ranking", and the threshold for entering the top 50 in the list was raised to 10.3 billion yuan.

Compared with last year, Jiu'an Medical and Tianqi Lithium have improved their rankings by an astonishing amount, and both companies have risen by more than 2,000 places.

　　Jiu'an Medical ranked 29th this year, up 2,696 places. The company's net profit has increased from more than 50 million yuan last year to 15.2 billion yuan this year, which has surpassed traditional white horse stocks such as Wuliangye, Tongwei, Vanke A, and Gree Electric Appliances. .

Although the performance in the first half of the year was gratifying, the company's net profit in the second quarter was only 932 million yuan, down 93% from the first quarter.

　　Tianqi Lithium happened to be ranked 50th, up 2,088 places compared to last year, and its net profit increased by nearly 120 times year-on-year.

In the first half of the year, the price of lithium carbonate continued to maintain a high level.

At present, lithium carbonate still maintains a high level of about 490,000 yuan / ton.

　　In the first half of the year, there were 894 loss-making companies, accounting for 18.27% of all A-share companies, and 259 companies with losses exceeding 100 million yuan, accounting for only 5% of all A-share companies.

A total of 4 companies lost more than 10 billion yuan, and they were all covered by civil aviation companies, including Air China, China Eastern Airlines, ST Hainan Airlines, and China Southern Airlines.

　　From the perspective of the top 100 companies and industries in terms of losses, real estate has become the hardest hit area, and a total of 19 real estate stocks ranked in the top 100.

In addition, there are 12 in the transportation industry and 10 in the pharmaceutical industry.

　　Some companies have experienced a sharp decline in their performance this year. Last year’s half-yearly reported net profit exceeded 1 billion yuan, but there were 8 companies that lost more than 1 billion yuan in the first half of this year, including Muyuan Shares, Huaneng International, Jinke Shares, Rainbow Shares, and Beijing-Shanghai High-speed Railway. , Rongsheng Development, Sunshine City and Zhongnan Construction.

　　From the perspective of the reasons behind, the epidemic and the drastic changes in the industry are the main reasons. For example, the Beijing-Shanghai high-speed railway has caused a sharp drop in the number of trains running directly due to the epidemic.

Huaneng International suffered losses due to high upstream coal prices, while Muyuan shares were dragged down by falling pork prices.

Four real estate stocks, Jinke Co., Ltd., Rongsheng Development, Sunshine City and Zhongnan Construction, were affected by the industry downturn.

　　(The special data of this edition is provided by the database of Securities Times Center)