The semi-annual report disclosure period has quietly begun. According to statistics, nearly 500 listed companies in the A-share market have already previewed their semi-annual results. Among them, the proportion of listed companies with promising interim results is More than 60%.
Among the 60% of listed companies with positive performance forecasts, 115 reported net profit growth exceeding 100%, and 52 reported net profit growth between 50% and 100%.
There are 18 companies whose net profits have increased by more than 10 times year-on-year. Among them, Shuanghuan Transmission ranks first. The company expects to achieve a median net profit of 120 million yuan in the first half of the year, a year-on-year increase of 10115.38%;
p>
Followed by Landai Technology and ST Baling, ranking second and third respectively with median year-on-year growth rates of 4704.1% and 3509.7% respectively;
Specific to the industry In terms of performance, listed companies with performance growth expected to exceed 100% in the first half of the year are mainly concentrated in the chemical, electronics, automobile and other industries;
From the perspective of institutional attention, Focus Media has become a listed company favored by institutions, with a total There are 33 agencies rating. In addition, stocks such as Semir Apparel, Tianci Materials, Ganfeng Lithium, Zhongtai Chemical, Kedali, Hailide, GEM, etc. all have ratings by more than 10 agencies.
Focus Media: There are 33 rating agencies, and the net profit in the interim report is expected to increase by 252.81% year-on-year (median value)
Focus Media is mainly engaged in the development and operation of life circle media, and its main products are Building media (including elevator TV media and elevator poster media), cinema screen advertising media and terminal store media, etc.
Created the core scene of "building elevator", forming a high frequency of effective arrivals every day in the building elevator space that mainstream people in mainstream cities must pass through, and was rated as "the most brand-explosive media in Chinese advertising" ".
Semir Clothing: There are 27 rating agencies, and the net profit in the interim report is expected to increase by 2909.78% year-on-year (median value)
The domestic casual clothing leader, the company has two major brands, namely mass casual The Semir brand and the mid-priced children's clothing brand "Balabala" have become leading brands in the casual clothing and children's clothing industries.
Semir’s brand market share and brand awareness are among the best in the domestic casual wear market. The Balabala brand is far ahead of other brands in many indicators such as brand awareness, market share, channel scale, etc., and ranks first in the domestic children’s clothing market. one.
Tianci Materials: There are 23 rating agencies, and the net profit in the interim report is expected to increase by 124.59% year-on-year (median value)
It has been deeply involved in the lithium battery electrolyte industry for many years and is currently the domestic electrolyte leader. The lithium-ion battery materials produced by the company mainly include lithium-ion battery electrolyte and cathode material lithium iron phosphate, both of which are key raw materials for lithium batteries.
At the same time, focusing on its main products, the company has also deployed key raw material production capabilities for electrolytes and lithium iron phosphate, including hexafluorophosphate, new electrolytes, additives, and iron phosphate.
Ganfeng Lithium Industry: There are 23 rating agencies, and the net profit in the interim report is expected to increase by 539.04% year-on-year (median value)
The world's largest lithium metal producer, the world's third largest and China's largest lithium compound manufacturer is the only company in the global lithium industry that possesses the industrialization technologies for "lithium extraction from brine", "lithium extraction from ore" and "lithium recovery from recycling";
The company's main products include metals There are more than twenty kinds of lithium (industrial grade, battery grade), lithium carbonate (battery grade), lithium chloride (industrial grade, catalyst grade), butyl lithium, lithium fluoride (industrial grade, battery grade), etc.
The company is one of the domestic professional manufacturers with the most complete range of lithium products, the longest product processing chain, and the most comprehensive process technology. It is also one of the domestic enterprises that uses lithium-containing recycled materials to produce lithium products on a large scale. .
Zhongtai Chemical: There are 12 rating agencies, and the net profit in the interim report is expected to increase by 680.62% year-on-year (median value)
The company has two main businesses: chlor-alkali chemical industry and viscose textile industry. An advantageous enterprise, it mainly produces four major products: polyvinyl chloride resin (PVC), ion membrane caustic soda, viscose fiber, and viscose yarn, and supports the circular economy industry chain such as thermoelectricity, blue carbon, calcium carbide, cement made from calcium carbide slag, and cotton pulp.
It is one of the few leading enterprises in the domestic chlor-alkali chemical industry with a complete industrial chain. It has a complete circular economy industrial chain integrating coal, thermoelectricity, chlor-alkali chemical viscose fiber and viscose yarn upstream and downstream;
Kodali: There are 12 rating agencies, and the net profit in the interim report is expected to increase by 338.11% year-on-year (median value)
The main business is the research and development and manufacturing of lithium battery precision structural parts and automotive structural parts. The company's products are mainly divided into two categories: lithium battery precision structural parts and automobile structural parts.
After more than 20 years of development, the company has grown into a leading domestic R&D and manufacturer of lithium battery precision structural parts and automotive structural parts, especially in power lithium battery precision structural parts used in new energy vehicles. field, the company occupies a leading market position.
Hailide: There are 12 rating agencies, and the net profit in the interim report is expected to increase by 155% year-on-year (median value)
The outstanding products are polyester high-modulus low-shrinkage yarn, polyester seat belt yarn, The three major automotive yarns of polyester airbag yarn have reached the international advanced level in product performance and have high technical barriers; they have a complete industrial chain from the production of PET, polyester industrial filament to polyester cord fabric;
GEM: Rating There are 11 institutions, and the net profit in the interim report is expected to increase by 145% year-on-year (median value)
The company is the world’s largest cobalt, nickel and tungsten resource recycling base, the world’s largest ultra-fine cobalt powder manufacturing base, and the world’s largest ternary power Raw material remanufacturing base.
It has the most complete rare metal (cobalt, nickel, tungsten, etc.) resource recycling industry chain in China, and has built a large recycling industry chain for waste batteries and power batteries;
The company's power ternary Precursor materials have become high-quality key raw materials for ternary materials for power batteries in the world. The annual production capacity of ternary precursors of 80,000 tons ranks among the top in the world. It is the core manufacturing enterprise of high-nickel and single-crystal precursors in the world;
< p> Sanlipu: There are 8 rating agencies, and the net profit in the interim report is expected to increase by 526.08% year-on-year (median value)The company is mainly engaged in the research and development, production and sales of polarizer products. Polarizers are liquid crystal displays One of the key raw materials for panels.
The company independently developed and mastered core technologies for polarizer production such as PVA extension technology, PVA composite technology, and pressure-sensitive adhesive development technology, breaking the long-term monopoly of polarizers by Japanese and Korean companies.
Cap Biotech: There are 7 rating agencies, and the net profit in the interim report is expected to increase by 167.47% year-on-year (median value)
A leading domestic provider of molecular diagnostic products and services, the company’s main The products are third-party medical laboratory testing services and nucleic acid testing reagents and instruments
The company has developed a series of nucleic acid testing products in the fields of maternal and child health, birth defects and infectious diseases, and occupies a leading position in the field of HPV nucleic acid testing in China. , has developed into one of the leading companies in the field of molecular diagnostics in China.
I love my family: There are 7 rating agencies, and the net profit in the interim report is expected to increase by 790.78% year-on-year (median value)
One of the earliest national real estate agency service chains in China, Together with "Lianjia", it is ranked as the two leading domestic real estate intermediaries, with a clear market share advantage in East China;
Its main business is real estate comprehensive service business, commercial retail industry, and also involves the real estate industry, hotel tourism service industry and property management.
Shuanghuan Transmission: There are 7 rating agencies, and the net profit in the interim report is expected to increase by 10115.38% year-on-year (median value)
China's largest and most powerful gear manufacturer in the production of gear parts One, whose main business is the R&D, design and manufacturing of mechanical transmission gears and related parts. Its main application areas include automobile powertrains and transmission devices, including transmissions, transfer cases, etc.
SINBON Pharmaceuticals: There are 7 rating agencies, and the net profit in the interim report is expected to increase by 315.01% year-on-year (median value)
An enterprise engaged in the research, development, production and sales of pure natural plant-based proprietary Chinese medicines.
Its products are concentrated in the two categories of cardiovascular and cerebrovascular and digestive systems, including Ginkgo leaves, Liuwei Anxiao capsules, Zhenqi Fuzheng capsules, Huganning tablets, Yixinshu capsules, etc. The company's in vitro diagnostic reagents have obtained US FDA and EU CE certification, EU GMP certificates, etc.
The company has 17 varieties in the National Essential Drug List, including the company’s flagship varieties: Yixinshu Capsules, Maixuekang Capsules, Weixuening Granules, Ginkgo Leaf, Liuwei Anxiao Capsules, Zhenqi Fuzheng Capsules etc.
Shengxin Lithium Energy: There are 7 rating agencies, and the net profit in the interim report is expected to increase by 264.33% year-on-year (median value)
Subsidiary Zhiyuan Lithium has an annual output of 40,000 tons of battery grade The lithium salt production capacity of lithium carbonate, lithium hydroxide monohydrate and lithium chloride ranks among the top in the country, and the products are used in lithium-ion battery cathode materials;
The company acquired 100% equity of Shengtun Lithium Industry, the target Owning 75% of the equity of Oino Mining, Oino owns the mining rights of the Yelonggou spodumene mine and the exploration rights of the Sun River lithium polymetallic mine;
Mulinsen: 7 rating agencies, expected Net profit in the interim report increased by 182.83% year-on-year (median value)
Absolute leader in domestic LED packaging, leading domestic companies in packaging production capacity; in-depth layout of upstream chips and downstream lighting applications to create an LED industry chain; one of the LED duopoly Mulinsen series includes Huacan Optoelectronics, Aoyang Shunchang, Kaifa Jing, etc.;
Its LEDVANCE has sales channels in more than 40 countries and more than 100 authorized trademarks and brands;
ORG: There are 7 rating agencies, and the net profit in the interim report is expected to increase by 224.50% year-on-year (median value)
A leading domestic beverage can and food can packaging solution provider, mainly engaged in three-piece cans, two-piece cans can production and canning business; the company's core customers are well-known companies in the food and beverage field such as Red Bull, Jiaduobao, and Want Want;
Kelun Pharmaceutical: There are 7 rating agencies, and the net profit in the interim report is expected to increase year-on-year 121.85% (median value)
Mainly engaged in large-volume injections (infusion), small-volume injections (water injections), sterile powder injections for injection (including packed powder injections and freeze-dried powder injections), tablets R&D, production and sales of 25 dosage forms of pharmaceuticals including dosage forms, capsules, granules, oral liquids and peritoneal dialysis solutions, as well as antibiotic intermediates, APIs, pharmaceutical packaging materials and other products. The main products cover anesthesia, analgesia, central nervous system, anti-infection, parenteral nutrition and other fields.
Note: The above-mentioned companies are compiled and summarized based on public information such as performance statements. They are only for sharing and exchange and learning, and are not used as a basis for buying and selling;
(The stock prices of some listed companies have increased significantly recently. , don’t chase the high, don’t chase the high, don’t chase the high)
If you have anything to say, please leave a message in the comment area below!
Coding is not easy. Friends who agree with the article’s views can like it and support it. Thank you!
You can also click on the blue button at the top to follow me. If you have any questions, you can also send me a message. The latest stock market information will be shared with you every trading day, and you can see it as soon as possible every day.