<b>On the</b> evening of October 29, the disclosure of the three quarterly reports of A-share listed companies was nearing the end, and the three quarterly reports of 94 Henan listed companies (Note: subject to the place of registration, the same below) were all released. According to the Wind data, the reporter of Dahe News and Dahe Financial Cube combed and found that in the first three quarters of this year, nearly 90% of Henan listed companies achieved profitability, and the proportion of Henan listed companies with positive revenue and net profit attributable to the mother was 84.04% and 68.09% respectively.
In terms of profit scale, Makihara shares (002714. SZ), Longbai Group (002601. SZ), Luoyang Molybdenum (603993. SH) is the top three net profit attributable to the mother; in terms of profitability, the first and second runners-up of sales gross profit margin are Lingrui Pharmaceutical (600285. SH), Cape Detection (003008. SZ), Hualan Bio (002007. SZ), Cape Testing, Power Diamond (301071. SZ), Senba Sensing (300701. SZ) is the top three net profit margins on sales.
Most A-share listed Yu enterprises achieved performance growth
Looking at the three quarterly reports of henan listed companies, in addition to Cape Detection, Tianmai Technology (300807. SZ), Sanhui Electric (002857. SZ), other companies in the first three quarters of the operating income of more than 100 million yuan "small target", Luoyang Molybdenum, Makihara shares, Shuanghui Development (000895. SH) revenue scale ranked in the top three, of which Luoyang Molybdenum and Makihara shares revenue of 126.559 billion yuan and 56.282 billion yuan respectively, has exceeded the annual revenue of last year.
However, the large scale of revenue does not mean that the revenue growth is good. Among the 79 listed companies in Henan with positive revenue growth, the top five Zhongyuan Environmental Protection (000544. SZ), Xinxiang Chemical Fiber (000949. SZ), Urban Development Environment (000885. SZ), Power Diamond (301071. SZ), *ST Zhongfu (600595.SH) in the first three quarters of the year-on-year growth rate of more than 1 times, while the revenue scale of the top three year-on-year growth rates of 57.59%, 43.71%, -8.46%.
The same characteristics appear in the net profit growth ranking. Among the 64 listed companies in Henan with positive net profit attributable to their mothers, a total of 20 companies have a year-on-year growth rate of net profit attributable to their mothers of more than 100%, and the top four Anyang Iron and Steel (600569. SH), polyfluoride (002407. SZ), Xinxiang Chemical Fiber, Shenma Shares (600810. SH) attributable net profit year-on-year growth rate of more than 10 times, the top three attributable net profit year-on-year growth rates are -58.53%, 96.48%, 121.07%, respectively.
It is worth noting that the profitability of listed Yu enterprises with high revenue, net profit scale or growth is not dominant, so it does not overlap with the above-mentioned companies with high sales gross margin and net profit margin.
Lingrui Pharmaceutical, Cape Detection, and Hualan Biotech ranked in the top three with sales gross profit margins of 75.39%, 69.83% and 69.11% respectively, while Cape Detection, Power Diamond and Senba Sensing ranked in the top three with net profit margins of 49.42%, 46.81% and 38.72%. Among the companies with the highest revenue and net profit related indicators, the highest sales gross profit margin and net profit margin are all Longbai Group, which are 42.61% and 25.41% respectively.
Companies in traditional and emerging industries have their own strengths and weaknesses
Judging from the industry in which the above-mentioned listed Yu enterprises are located, in the first three quarters of this year, the revenue and net profit "excellent students" were mainly mining resources, pig breeding, chemicals, steel and other traditional industry companies, and the sales gross margin and net profit margin "excellent students" were mainly emerging industry companies such as proprietary Chinese medicines, biological products, and sensors.
Wang Youqian, director of the Urban Department of the National Bureau of Statistics, said that in months, the CPI generally showed a downward trend of first rising and then falling, of which since June, driven by factors such as the decline in pork prices, the previous increase has gradually declined; affected by the impact of rising international commodity prices, PPI has risen rapidly year-on-year, and after July, multiple factors have led to prices in coal, steel, chemical and other related industries, promoting the PPI year-on-year increase again.
Therefore, the net profit growth of companies in the production fields such as Anyang Iron and Steel, Polyfluoride, and Xinxiang Chemical Fiber is better than that of consumer companies such as Makihara Shares and Shuanghui Development, and is related to the price difference between the domestic consumption field and the production field in the first three quarters of this year.
In the sales gross margin and net profit margin "excellent students", except for Cape Detection, Senba Sensing revenue and net profit, which declined year-on-year, other companies were positive growth. The reporter of Dahe News and Dahe Financial Cube learned from Cape Detection that the company's performance in the first three quarters fell because the industry market space shrank and the competition was fierce, but the company insisted on research and development investment, and the company's profit margin was better. Senba Sensing said on the interactive platform that the decline in performance is related to the decline in market demand and the rise in raw material prices.
Although the revenue and net profit indicators are not as good as the above-mentioned traditional industry companies, the sales gross profit margin and net profit margin of Lingrui Pharmaceutical and Hualan Bio also have their own advantages. According to public information, the core competitiveness of Lingrui Pharmaceutical includes advantages such as products and production capacity and brand; Hualan Bio is the first blood products enterprise in China to pass GMP certification; and Power Diamond has a leading advantage in the special octahedral diamond spinel and other special diamond product segments for IC chip superfining.
Editor-in-charge: Chen Yuyao | Review: Li Zhen | Director: Wan Junwei