Recently, listed ceramic companies such as Mona Lisa, Keda Manufacturing, Dow Technology, Sitong Shares, Huida Sanitary Ware, and National Porcelain Materials have successively released performance forecasts for the first three quarters of 2021. From the overall situation, in the first three quarters, most of the listed ceramic companies have achieved performance growth.
Among them, in the first three quarters, Mona Lisa achieved revenue of 4.927 billion yuan, an increase of 47.69% year-on-year; Keda Manufacturing achieved revenue of 6.921 billion yuan, an increase of 39.94% year-on-year; Sitong shares achieved revenue of 313 million yuan, an increase of 87.4% year-on-year; Dow Technology achieved revenue of 4.602 billion yuan, up 112.72% year-on-year; Huida Sanitary Ware achieved revenue of 2.839 billion yuan, an increase of 27.3% year-on-year; and National Porcelain Materials achieved revenue of 2.273 billion yuan, an increase of 24.37% year-on-year.
Mona Lisa
Revenue for the third quarter was RMB1.847 billion
Net profit was RMB135 million
On the evening of October 26, Mona Lisa disclosed the third quarter report of 2021. According to the report, in the first three quarters, Mona Lisa achieved operating income of 4.927 billion yuan, an increase of 47.69% year-on-year; net profit attributable to shareholders of listed companies was 417 million yuan, an increase of 10.07% year-on-year.
Among them, the operating income in the third quarter was about 1.847 billion yuan, an increase of 19.25% year-on-year. The net profit attributable to the shareholders of the listed company was about 135 million yuan, down 16.87% year-on-year.
For the growth of operating income, Mona Lisa said that it was mainly due to the company's continuous and effective implementation of the "distribution business + engineering business" two-wheel drive model during the reporting period, and the increase in operating income.
It is reported that in the first three quarters, Mona Lisa publicly issued convertible corporate bonds with a total face value of 1,168.93 million yuan to the public, with a maturity of 6 years, which was listed on September 16, 2021. In this regard, the Mona Lisa said in the report -
The issuance of convertible bonds is in line with the company's strategic development plan, and the implementation of the fundraising project is conducive to optimizing and improving the regional layout of the company's ceramic production base, effectively enriching the company's architectural ceramic product categories, realizing the complementary advantages of the product structure, further improving the level of digital information management and warehousing capabilities, and improving the management level and operational efficiency, thereby enhancing the company's core competitiveness, which is an important part of the company's strategic layout and is of great significance to the company's development.
In addition, Mona Lisa also disclosed its business dealings with Evergrande Group and its member companies in the report.
The company had previous business dealings with Evergrande Group and its member enterprises, and Evergrande Group purchased tiles and other products from the company. Recently, due to the difficulty of capital turnover of Evergrande Group, there was a situation that commercial acceptance bills were overdue and unpaid, as of September 30, 2021, the company and Evergrande Group still had accounts receivable and bills receivable balance of 17.7528 million yuan, of which 16.6563 million yuan was receivable from commercial acceptance bills and 14.1303 million yuan was overdue. Consultations are being held with Evergrande Group to seek corresponding solutions. The company does not rule out safeguarding the legitimate rights and interests of the company and the majority of investors through property preservation, legal litigation and other channels.
Manufactured by Koda
Net profit for the third quarter was RMB349 million
Year-on-year increase of 377.42%
On the evening of October 25, Keda Manufacturing disclosed the third quarter report of 2021. According to the report, in the first three quarters, Keda Manufacturing revenue was 6.921 billion yuan, an increase of 39.94% year-on-year; net profit attributable to shareholders of listed companies was 759 million yuan, an increase of 392.63% year-on-year.
Among them, in the third quarter of 2021, the operating income was 2.363 billion yuan, an increase of 27.03% year-on-year; the net profit attributable to the shareholders of the listed company was about 349 million yuan, an increase of 377.42% year-on-year.
For the performance of the first three quarters of this year, Keda made a relevant explanation in its official public account, "The three major fist business lines go hand in hand and develop sustainably and with high quality." It is understood that Keda Manufacturing currently has three major business lines: African building materials business, building materials machinery business, and lithium battery strategic investment business.
Building materials machinery business: strong market demand, boosting revenue growth. The market demand in the building materials machinery industry is high, and the sales revenue of related products has increased significantly, which has boosted the company's revenue growth at a high base.
African ceramics business: Positioning African building materials group to accelerate the construction of overseas projects. As of the reporting period, Keda has put into production 12 architectural ceramic production lines in 5 African countries, achieving full production and full sales; in addition, Keda uses the profits of the African ceramic plate in previous years to increase investment in local production capacity in Africa, and 5 production lines are under construction to be built, which is expected to be put into operation in 2022.
Strategic investment business: Keda indirectly holds 43.58% of the equity of Lanke Lithium through its subsidiaries, with 48.58% voting rights. In the first three quarters of 2021, Lanke Lithium produced about 16,300 tons of lithium carbonate products and sold about 15,000 tons of lithium carbonate products, achieving operating income of 1.238 billion yuan and net profit of 673 million yuan, of which Keda confirmed investment income of 327 million yuan.
Four links shares
Revenue for the third quarter was $118 million
Net profit of 14.09 million yuan
On the evening of October 27, Sitong released the third quarter report of 2021. The report shows that in the first three quarters of 2021, Sitong achieved operating income of 313 million yuan, an increase of 87.4% year-on-year, and net profit attributable to shareholders of listed companies was 0.45 billion yuan.
Among them, in the third quarter of 2021, the operating income was about 118 million yuan, an increase of 103.27% year-on-year; the net profit attributable to the shareholders of the listed company was about 14.09 million yuan; and the basic earnings per share were 0.044 yuan.
Dow technology
Net profit for the third quarter was RMB183 million
Year-on-year increase of 419.69%
On the evening of October 24, Dow Technology disclosed its third quarter report. According to the report, the main revenue of Dow Technology in the first three quarters was 4.602 billion yuan, up 112.72% year-on-year; the net profit attributable to shareholders of listed companies was 445 million yuan, up 637.01% year-on-year.
Among them, in the third quarter of 2021, the company's main revenue was 1.829 billion yuan, up 85.69% year-on-year; net profit attributable to shareholders of listed companies was 183 million yuan, up 419.69% year-on-year; deducted non-net profit was 184 million yuan, up 524.74% year-on-year.
Huida bathroom
Net profit for the third quarter was RMB115 million
Year-on-year increase of 12.86%
On October 21, Huida Sanitary Ware disclosed the third quarter report of 2021, which showed that the operating income in the first three quarters was 2.839 billion yuan, an increase of 27.3% year-on-year; the net profit attributable to the shareholders of the listed company was 227 million yuan, a year-on-year decrease of 1.54%.
Among them, the company achieved operating income of 1.095 billion yuan in the third quarter, an increase of 19.98% year-on-year; net profit attributable to shareholders of listed companies was 115 million yuan, an increase of 12.86% year-on-year.
National porcelain material
Net profit for the third quarter was RMB207 million
Year-on-year increase of 31.57%
On October 21, the third quarter report of national porcelain materials was disclosed. According to the announcement, the operating income of National Porcelain Materials in the first three quarters was 2.273 billion yuan, an increase of 24.37% year-on-year, and the net profit attributable to the shareholders of listed companies was 601 million yuan, an increase of 44.69% year-on-year.
Among them, in the third quarter of 2021, the company's operating income was 800 million yuan, an increase of 6.38% year-on-year; the net profit attributable to the shareholders of the listed company was 207 million yuan, an increase of 31.57% year-on-year; and the net profit attributable to the shareholders of the listed company after deducting non-recurring gains and losses was 190 million yuan, an increase of 23.95% year-on-year.