As of press time on August 15, a total of 474 A-share listed companies had disclosed their 2023 semi-annual reports, of which 270 had achieved year-on-year net profit growth, accounting for 56.96%. During the reporting period, the listed companies with the largest year-on-year net profit growth were mainly concentrated in the hotel and catering, tourism and scenic spots, photovoltaic equipment, automobile parts and other industries.
270 A-share listed companies achieved net profit increase
From the perspective of net profit growth, among the above 270 listed companies with a year-on-year increase in net profit, 233 had a year-on-year increase of more than 10% in net profit attributable to shareholders of the listed companies, 174 had a year-on-year increase of more than 30%, and 71 had a year-on-year increase of more than 100%. .
In terms of hotels and catering, Jinling Hotel achieved operating income of approximately 887 million yuan in the first half of 2023, a year-on-year increase of 34.7%; the net profit attributable to shareholders of listed companies was approximately 31.1811 million yuan, a year-on-year increase of 916.61%. In the first half of 2023, the overall domestic economic operation is on the rise, and the wine and tourism consumption market continues to recover. During the reporting period, the company seized the opportunities brought about by the recovery of the business travel market, the recovery of the hotel industry, and the rebound in consumer demand. Focusing on enhancing the driving force for innovation, the company continued to improve the refined management level of its main hotel business, promote the integrated and symbiotic development of collaborative businesses, and achieve The good situation of "double improvement" of operation quality and efficiency and brand influence.
Jiuhua Travel's 2023 semi-annual report shows that the company achieved operating income of approximately 380 million yuan in the first half of 2023, a year-on-year increase of 218.43%; it achieved a net profit attributable to shareholders of the listed company of approximately 111.35 million yuan, compared with a loss of 32.923 million yuan in the same period last year. Previously, Jiuhua Travel estimated that the net profit attributable to the owners of the parent company in the first half of 2023 would be about 111 million yuan. Compared with the same period last year (statutory disclosure data), Jiuhua Travel will complete the turnaround.
Many leading companies performed well
Kweichow Moutai's semi-annual report shows that in the first half of 2023, the company achieved operating income of 69.576 billion yuan, a year-on-year increase of 20.76%; it achieved net profit attributable to shareholders of listed companies of 35.98 billion yuan, a year-on-year increase of 20.76%. During the reporting period, the output of Moutai base wine was 44,600 tons, and the output of series wine base wine was 24,000 tons.
Prior to this, Kweichow Moutai is expected to achieve a total operating income of about 70.6 billion yuan in the first half of 2023 (of which Moutai liquor operating income is about 59.1 billion yuan, and series liquor operating income is about 9.9 billion yuan), a year-on-year increase of about 18.8%; it is expected to be completed attributable to The net profit of shareholders of listed companies was about 35.6 billion yuan, an increase of about 19.5% year-on-year.
As the penetration rate of new energy vehicles continues to increase, companies in the new energy vehicle industry chain will benefit significantly. CATL's 2023 semi-annual report shows that during the reporting period, the company achieved total operating revenue of 189.25 billion yuan, a year-on-year increase of 67.5%; net profit attributable to parent companies was 20.717 billion yuan, a year-on-year increase of 153.64%.
Ningde era's main business is divided into four major sectors, namely power batteries, energy storage batteries, battery materials and recycling, and battery mineral resources. In the first half of the year, the company's power battery business revenue reached 139.418 billion yuan, a year-on-year increase of 76.16%, accounting for 73.67% of revenue; the gross profit margin was 20.35%, a year-on-year increase of 5.31 percentage points.
Data released by the Passenger Car Association on August 8 showed that in July, the domestic retail penetration rate of new energy vehicles in my country reached 36.1%, an increase of 9.3 percentage points from the 26.8% penetration rate in the same period last year.
In addition, the three major operators of my country Telecom, my country Unicom, and my country Mobile have all disclosed their 2023 semi-annual reports. During the reporting period, the operating performance of the three major operators achieved overall growth. It is worth noting that the three major operators have accelerated their digital transformation. In the first half of the year, industry digitalization-related business grew rapidly, and their revenue share continued to increase. In particular, cloud business developed strongly.
Among them, my country Mobile continues to maintain its leading position in profitability. The company's operating income in the first half of 2023 reached 530.7 billion yuan, a year-on-year increase of 6.8%; the company's net profit attributable to shareholders of the parent company was 76.2 billion yuan, a year-on-year increase of 8.4%. my country Unicom's operating income and profit scale in the first half of the year have continuously set new records since its listing. The company achieved a total operating income of 191.8 billion yuan, a year-on-year increase of 8.8%; the net profit attributable to the parent company was 5.44 billion yuan, a year-on-year increase of 13.7%. my country Telecom achieved a total operating income of 258.7 billion yuan in the first half of the year, a year-on-year increase of 7.7%; it achieved a net profit attributable to shareholders of listed companies of 20.2 billion yuan, a year-on-year increase of 10.2%.
Some companies have promising third-quarter results
It is worth noting that at present, some listed companies have disclosed their performance forecasts for the first three quarters of 2023.
Nhua Pharmaceutical estimates that the net profit attributable to shareholders of listed companies in the first three quarters of 2023 will be about 816 million to 964 million yuan, a year-on-year increase of 10% to 30%. The main reason for the change in performance is the increase in the company's main business income.
According to the semi-annual report of Enhwa Pharmaceuticals, the company achieved a total operating income of 2.4 billion yuan in the first half of the year, a year-on-year increase of 19.95%; the net profit attributable to shareholders of listed companies was approximately 545 million yuan, a year-on-year increase of 21.72%. During the reporting period, the company's main performance-driven factors are reflected in formulating key product brand strategies based on clinical needs and pain points, establishing product differentiation and competitive advantages, and increasing the variety of sufficient competition; the company attaches great importance to market access, academic promotion and marketing Medical service support and other work have enabled the company to achieve rapid growth in anesthesia series products approved in recent years; by sinking the business of anesthesia and spiritual line products, and digging deep into the grassroots and private hospital markets in county areas, it has ensured the rapid development of non-collected products Increase.
Jindike estimates that the company's operating income may be 0 from July to September 2023, a large year-on-year decrease; after the company resumes production, because the influenza vaccine production is completed, it will need to be issued in batches before it can be launched for sale. Sooner or later, the sales revenue in the fourth quarter will have a certain impact, because the relevant time cannot be confirmed for the time being, and the impact on the annual operating performance cannot be accurately evaluated for the time being.
According to Jindike's semi-annual report, the company achieved a total operating income of 127 million yuan in the first half of 2023, a year-on-year increase of 675.48%; realized a net profit attributable to shareholders of listed companies of approximately 35.081 million yuan, compared with a loss of 17.258 million yuan in the same period last year. The main reason for the substantial increase in operating income is the high incidence of influenza in many places in China in the first quarter of 2023, which promoted the sales of influenza vaccines; the company actively carried out sales activities to serve end users. Vaccination will be completed in the first quarter of 2023; the company will increase the export of a small amount of products in the second quarter, and the sales volume of products in the first half of the year will increase significantly year-on-year.