According to the data of Wind, as of 17: 00 on July 6th, a total of 130 listed companies in A-shares disclosed the semi-annual performance forecast for 2022, and 106 had a preview, with a preview ratio of 81.54%. Among them, 23 companies increased slightly, 3 turned losses, 9 continued profits and 71 pre-increased. The listed companies that have disclosed the performance forecast have maintained good profitability as a whole.

From the perspective of the industry, the listed companies in photovoltaic, new energy vehicles and semiconductor industry chains performed well, with full orders and booming production and sales, which helped related companies achieve high-speed growth in the first half of the year.

Three companies expect net profit to double.

Among the above 130 listed companies, Tongwei, Guanghui Energy, Xingfa Group and Tianhua Chaojing expect that the upper limit of net profit attributable to shareholders of listed companies will exceed RMB 3 billion in the first half of 2022.

Excluding the impact of losses, 91 listed companies expect the net profit attributable to shareholders of listed companies to increase by more than 10% in the first half of 2022, and 53 companies expect to increase by more than 100%. Alloy Investment, Tianhua Chaojing, Shengxin Lithium Energy, Midland New Materials, Yahua Group and xiangtan electrochemical expect the net profit attributable to shareholders of listed companies to increase by more than 500% in the first half of 2022.

Among the listed companies whose performance is expected to grow at a high speed, many companies' share prices rose in the first half of the year. After the performance forecast was released, the share prices still showed obvious changes in the short term.

Taking alloy investment as an example, the company announced on the evening of July 5th that the net profit attributable to shareholders of listed companies is expected to be 4.41 million yuan to 6.6 million yuan in the first half of 2022, up by 864.36% to 1,343.25% year-on-year. During the reporting period, the operating income of the company's nickel-based alloy business increased significantly compared with the same period of last year. On July 6th, the stock price of Alloy Investment went up to 8.32 yuan/share. Since 2022, the company's share price has increased by 40.54%.

Benefit from the development of new energy industry

From the perspective of industry, listed companies in photovoltaic, new energy vehicles, chemical industry and semiconductor industry chain have outstanding performance.

The new energy market is developing rapidly, and the performance of listed companies involved in 'lithium-containing' businesses such as lithium batteries, lithium-ion separators, lithium salts, lithium mines and lithium battery recycling has increased substantially. Among the top five listed companies with expected net profit growth, three are related to lithium business.

For example, Tianhua Chaojing expects the net profit attributable to shareholders of listed companies to be 3.35 billion yuan to 3.65 billion yuan in the first half of 2022, with a year-on-year increase of 971.7% to 1067.67%. During the reporting period, the shipment quantity and sales amount of battery-grade lithium hydroxide of the company increased significantly compared with the same period of last year, which brought great profit contribution to the company.

In terms of photovoltaic industry chain, Tongwei Co., Ltd., a leading silicon material company, is expected to realize a net profit attributable to shareholders of listed companies of 12 billion yuan to 12.5 billion yuan in the first half of 2022, with a year-on-year increase of 304.62% to 321.48%. In the first half of 2022, the high-purity crystalline silicon business benefited from the growth of downstream demand, and the superimposed new production capacity was released smoothly, achieving a substantial increase in volume and profit.

Yang Delong, chief economist of Qianhai Open Source Fund, told china securities journal that among the new energy industry chains, new energy vehicles, photovoltaics and wind power were the three industries with the highest prosperity in the first half of the year. It is expected that the economy will continue to pick up in the third quarter, and the above industries are expected to continue their excellent performance.

Many companies improved their performance in the second quarter.

China securities journal combed and found that Superstar Technology, Jacques Technology, Abison and Shengtong said in the semi-annual performance forecast that the performance in the second quarter was better than that in the previous quarter.

Jacques' semi-annual performance forecast shows that in the first half of 2022, the company expects to realize a net profit attributable to shareholders of listed companies of 278.5 million yuan to 298.5 million yuan, with a year-on-year increase of 15.04% to 23.3%. It is expected that the performance of the company's electronic materials business will be stable and good in the second quarter of 2022, and its operating income and net profit will increase from the previous month.

Although the domestic business of some companies has declined, the international business has obviously increased, and the single quarter performance in the second quarter has improved.

Abison's semi-annual performance forecast for 2022 shows that the company expects to achieve a total operating income of 1.1 billion yuan in the first half of 2022, a year-on-year increase of 30.3%. Among them, the operating income in the first quarter was 493 million yuan, and the operating income in the second quarter was 607 million yuan. During the reporting period, the year-on-year growth rate of domestic market revenue declined, but with the comprehensive recovery of overseas markets, the year-on-year growth rate of international market revenue exceeded 100%.

Although some companies lost money in the second quarter, they reduced their losses compared with the first quarter. The semi-annual performance forecast of Shengtong shares in 2022 shows that the operating condition of Shengtong shares in the second quarter is better than that in the first quarter. With the situation of epidemic prevention and control improving, the company's business will return to normal, which will show better business results.