In the first half of the year, the net profit of listed companies increased by more than 3%, and the growth rate of the STAR Market led the way

time:2023-01-28 07:47:22 source:clevelanddrifters.com author:Individual stock analysis
In the first half of the year, the net profit of listed companies increased by more than 3%, and the growth rate of the STAR Market led the way

Editor's note: With the conclusion of the 2022 semi-annual report disclosure, the operating conditions of listed companies in the first half of the year have surfaced. In the first half of the year, A-shares achieved stable performance growth as a whole, with a total operating income of 34.47 trillion yuan, a year-on-year increase of 8.48%, and a net profit of 3.00 trillion yuan, a year-on-year increase of 3.34%. In the first half of the year, the performance of A-share listed companies increased slightly. The mid-term report season of A-share listed companies has come to an end. Flush data shows that as of August 31, 4,883 listed companies on the Shanghai, Shenzhen and Beijing stock exchanges have disclosed their 2022 semi-annual reports. In the first half of the year, A-shares achieved stable performance growth as a whole, with a total operating income of 34.47 trillion yuan, a year-on-year increase of 8.48%, and a net profit of 3.00 trillion yuan, a year-on-year increase of 3.34%. In terms of quarters, the growth rate of performance in the second quarter was lower than that in the first quarter, the overall net profit growth rate was 1.84%, and the performance growth rate of listed companies in the first quarter was 4.93%. Which companies experienced rapid growth in the first half of the year? Among the listed companies in Shanghai and Shenzhen, Jiu'an Medical won the top performance. Jiu'an Medical's performance in the first half of the year surged 277 times year-on-year, making it the king of this year's interim report. At the end of 2021, iHealth, a subsidiary of Jiu'an Medical, has suddenly received a large number of orders for testing kits in the US market, and even attracted some hot money and institutions to investigate the production status of test kits at the entrance of Jiu'an Medical. In the first half of 2022, the performance has grown explosively, and the gold has exceeded 15 billion in half a year. However, it is worth noting that the net profit of Jiu'an Medical in the second quarter fell by 90% compared with the first quarter. With the decrease in the demand for testing kits in the United States, whether Jiu'an Medical, whose business model relies on iHealth test kits, can get another "big order" has become a question on the minds of investors. new challenges. Among other stocks with the highest year-on-year growth rate of net profit in the first half of 2022, there is Tianqi Lithium, the leading lithium mine with a market value of 100 billion. As the penetration rate of new energy vehicles reached 26.7% in my country in July, the demand for upstream lithium battery materials continued to increase, and the price of lithium salt remained at a high level. Based on the objective rigid demand and the limited supply end of the year, the agency predicts that the supply of lithium resources will still be in a structural imbalance. The performance growth rate of the Science and Technology Innovation Board leads the "Investment Express" reporter noticed that in the first half of the year, the performance growth rate of the Science and Technology Innovation Board was the highest, with an operating income growth rate of 33.27%, followed by the Shanghai and Shenzhen Main Board, with a revenue growth rate of 33.02%. The revenue growth rate was 18.93%, while the North Exchange revenue growth rate was 7.29%. In terms of profitability, the Science and Technology Innovation Board also led the growth rate of net profit attributable to the parent by 19.74%, while the Growth Enterprise Market experienced negative growth, and the net profit attributable to the parent fell by 1.24% year-on-year. The growth rate of net profit attributable to the parent of the Shanghai and Shenzhen Main Board and the Beijing Stock Exchange was 19.69% and 3.23% respectively. As of August 31, all 459 companies on the Science and Technology Innovation Board have disclosed their main operating performance information for the first half of 2022. In the first half of the year, as the "vanguard" of technological innovation, the companies on the Science and Technology Innovation Board achieved rapid growth in both operating income and net profit, showing strong development resilience and vitality. At the same time, the Sci-tech Innovation Board implements the innovation-driven development strategy and continues to increase investment in research and development. Specifically, in the first half of 2022, the companies on the Science and Technology Innovation Board achieved a total operating income of 519.501 billion yuan, a year-on-year increase of 33%; net profit attributable to the parent company was 58.558 billion yuan, a year-on-year increase of 20%. Over 70% of the companies achieved revenue growth, 85 companies achieved revenue growth of more than 50%, 31 companies doubled their revenue, and 20% of the companies achieved operating revenue of more than 1 billion yuan. In the first half of the year, the total amount of R&D investment on the Science and Technology Innovation Board reached 46.054 billion yuan, a year-on-year increase of 20%; R&D investment accounted for an average of 17% of operating income, and the R&D investment intensity of 63 companies exceeded 30%; The total number of new invention patents exceeded 4,800 On average, each company has 120 invention patents. The Science and Technology Innovation Board has also formed a certain industrial agglomeration effect. There are 73 integrated circuit industry chain companies in the sector, accounting for about 60% of the A-share listed companies in the same industry. In the first half of the year, operating income and net profit attributable to the parent increased by 34% and 23% year-on-year respectively; the number of biomedical companies reached 101, of which in vitro In the first half of the year, the operating income and net profit attributable to the parent company of the diagnostic industry increased by 66% and 46% year-on-year respectively; in the new energy field, the operating income and net profit attributable to the parent company of 12 photovoltaic industry chain companies in the first half of the year increased by 106% and 210% year-on-year respectively; 14 companies The operating income and net profit attributable to the parent company of the power battery industry chain increased by 84% and 92% respectively year-on-year. Listed companies' performance growth in the first half of the year TOP50 STAR Market listed companies' performance growth TOP50

(Responsible editor:Market analysis)

Related content