21st century business herald reporter Zhu Yiyi reports from Hangzhou

In the first half of this year, 692 Zhejiang stocks achieved a total revenue of about 2417.9 billion yuan and a net profit of about 156.2 billion yuan.

Among them, 378 Zhejiang stocks achieved revenue growth, more than half of the total, and the overall growth momentum was strong.

among them, 46 companies such as zhongda (600704.SH), rongsheng petrochemical (002493.SZ), zheshang zhongtuo (000906.SZ), hailiang shares (002203.SZ), haikangweishi (02415.SZ), zhengtai electric appliance (601877.SH) and junsheng electronics (600699.SH) have achieved revenue of over 10 billion.

in addition, there are 35 Zhejiang stocks with a net profit exceeding 1 billion yuan. the new generation of information technology, high-end equipment and new energy industries have become the main positions: haikangweishi, zheneng electric power (600023.SH), jingsheng electromechanical (300316.SZ), huayou cobalt industry (603799.SH), youngor (600177.SH), zhengtai electric appliance, bull group (603195.SH) and other companies, with a strong net profit exceeding 1.5 billion yuan.

Zhejiang started from the manufacturing industry, and currently focuses on the development of five emerging industries: new generation information technology, biomedicine and high-performance medical equipment, new materials, high-end equipment, energy conservation, environmental protection and new energy, and is moving towards the goal of a strong manufacturing province.

From the listed company's interim report, this transformation has begun to bear fruit. The number of Zhejiang listed companies in strategic emerging industries has increased from 44 at the end of 2018 to 223 at present.

strong Hengqiang, 35 outstanding net profit over 1 billion

Since the total number of Zhejiang A- share listed companies exceeded 400 in 2017, the scale of Zhejiang listed companies has grown rapidly in the past five years, from 431 at the end of 2018 to 692 at present.

In terms of volume, in the first half of this year, Zhejiang Province ranked third in the country with 692 A- share listed companies, second only to 866 in Guangdong Province and 680 in Jiangsu Province.

judging from the income scale, in the first half of 2023, Zhongda, Rongsheng Petrochemical and Zheshang Zhongtuo were firmly in the top three of Zhejiang Stock Corps with revenues of 290.075 billion yuan, 154.525 billion yuan and 97.87 billion yuan respectively.

it is worth mentioning that in the "top 10" list of revenue, Tongkun, the leader in polyester filament industry, increased its revenue by 23.60 to 36.897 billion yuan due to the increase in sales volume, while Zheshang Bank fell out of the top 10 with revenue of 33.227 billion yuan, ranking 11th.

In addition, there are 46 Zhejiang stocks with a revenue scale of more than 10 billion, distributed in the chemical industry, auto parts, non-ferrous metals and other industries.

From the perspective of profitability, who is the "top ten" Zhejiang stocks that make the most money?

according to Wind data, Ningbo bank (002142.SZ) ranks first with a net profit of 12.947 billion yuan, Hangzhou bank (600926.SH) ranks second with a net profit of 8.326 billion yuan, and Zheshang bank (601916.SH) ranks third with a net profit of 7.743 billion yuan.

although the top three are dominated by bank stocks, the net profit is between four and ten, which is basically the leading sub-division of the manufacturing industry: Haikangweishi (5.338 billion yuan), Zheneng Electric Power (2.779 billion yuan), Jingsheng Electromechanical (2.206 billion yuan), Ningbo Port (601018.SH) (2.192 billion yuan), Huayou Cobalt (2.085 billion yuan), Youngor (2.065 billion yuan) and China Jushi (600176.SH) (2.063 billion yuan).

such as Zhejiang shares "market value of the first brother" Hikvision, net profit ranked fourth in Zhejiang A- share listed companies.

although the growth rate of Hikvision's performance slowed down in the first half of this year, its innovative business is remarkable: fluorite network (688475.SH), which was spun off from the company's smart home business, was listed on the board in December 2022. In addition, Haikang Robot spin-off listing application has been accepted by the Shenzhen Stock Exchange.

In the top 50 net profit lists, Dahua shares (002236.SZ), Chint Electric, Bull Group, East China Pharmaceutical (000963.SZ), Sanhua Zhikong (002050.SZ), etc. are all industry leaders. The steady growth of more than 1 billion represents the strong growth of the new generation of information technology, new energy, medicine, intelligent manufacturing and other industries.

such as 100 billion market value leader Sanhua Zhikong in the first half of 2023 to achieve revenue of 12.529 billion yuan, up 23.32 percent year-on-year; net profit attributable to the parent of 1.395 billion yuan, up 39.03 percent year-on-year.

The 21st Century Business Herald reporter noted that in the first half of this year, Sanhua Zhikong's two major businesses achieved double-digit growth. From the perspective of revenue composition, the refrigeration and air-conditioning electrical parts business was affected by factors such as high temperature weather and consumption recovery, and the domestic and foreign market share steadily increased, achieving revenue of 7.706 billion yuan (62%), a year-on-year increase of 10.70; auto parts business With the vigorous development of the new energy automobile industry, orders continued to be released, achieving revenue of 4.823 billion yuan (accounting for 38%), a year-on-year increase of 50.78.

From the perspective of changing trends, in the first half of 2023, 336 companies achieved net profit growth, accounting for 49% of the total. Among them, 132 companies achieved net profit growth of more than 50%, showing strong Growth resilience.

Emerging Industries Lead Growth

Zhejiang started from the manufacturing industry, is good at private economy and real economy, and is making every effort to build a strong manufacturing province.

According to the "Fourteenth Five-Year Plan" for the Construction of Global Advanced Manufacturing Bases in Zhejiang Province, Zhejiang proposes to focus on the development of five new-generation information technology, biomedicine and high-performance medical devices, new materials, high-end equipment, energy conservation, environmental protection and new energy. Emerging industries.

From the semi-annual report data of listed companies, the layout of new-generation information technology, new energy, biomedicine and other strategic emerging industries is gradually deepening, and the upgrading of the manufacturing industry has achieved initial results.

According to the classification of wind's strategic emerging industries (including high-end equipment manufacturing industry, energy conservation and environmental protection industry, biological industry, digital creative industry, new material industry, new energy industry, new energy automobile industry, new generation information technology industry, etc.), the number of Zhejiang listed sectors has increased from 44 at the end of 2018 to 223 at present.

In particular, there are 49 Zhejiang stocks in the new generation of information technology industry, which has played a pivotal role in the development of Zhejiang's digital economy.

due to the continuous strengthening of the overall solution of intelligent manufacturing in the field of process industry intelligence, central control technology (688777.SH) achieved revenue of 3.641 billion billion yuan in the first half of this year, up 36.54 percent from the same period last year, and net profit of 0.51 billion billion yuan, up 62.88 percent from the same period last year.

and in the high-end manufacturing equipment industry, there are also 45 Zhejiang stocks, such as Honghua Digital (688789.SH), Changsheng Bearing (300718.SZ), etc. However, at present, the revenue and net profit of these companies are still relatively small, with only 4 companies' net profit exceeding 0.1 billion.

In addition, there are 35 Zhejiang listed companies to increase the new materials industry.

Among them, seven Zhejiang stocks, including Jiayi (301004.SZ), Zhejiang Rongtai (603119.SH) and Xingyuan Zhuomai (301398.SZ), achieved double growth in revenue and net profit.

Under the background of "double carbon", 29 Zhejiang listed companies with a keen sense of smell have taken the lead in the field of new energy and new energy vehicles.

14 companies, including Tianneng (688819.SH), Jinlang Technology (300763.SZ) and Homai (688032.SH), which are located in the new energy circuit, have maintained double-digit growth in revenue and net profit in the first half of this year.

Tianneng has been deeply involved in the battery industry for many years. In the first half of this year, its revenue was 21.558 billion yuan, up 25.14 percent from the same period last year, and its net profit was 1.092 billion yuan, up 45.21 percent from the same period last year.

Among them, the lead-acid battery business is the company's cornerstone business. In the first half of this year, it achieved revenue of 20.246 billion billion yuan, a year-on-year increase of 36.28; at the same time, the company's main second business territory lithium battery business accelerated, and achieved revenue in the first half of this year 0.371 billion yuan.

At present, Zhejiang has clearly put forward the goal of accelerating the development of new energy manufacturing industry.

according to the implementation opinions of Zhejiang province on promoting the high-quality development of new energy manufacturing industry (2023-2025), it is pointed out that by 2025, the production and manufacturing capacity of 150GW photovoltaic cells and modules, 5GW wind power complete machines and parts, 100GWh energy storage batteries and more than 5000 sets of hydrogen fuel cell equipment will be formed, and the output value of new energy manufacturing industry above designated size in the province will reach 800 billion yuan.

The biomedical industry, which is listed as one of the iconic industrial chains in Zhejiang, also has 22 Zhejiang stocks.

Beida Pharmaceuticals (300558.SZ), Meikang Bio (300439.SZ), Anxu Bio (688075.SH), Baicheng Pharmaceuticals (301096.SZ), Garden Bio (300401.SZ) and other 5 companies net profit of more than 0.1 billion.

Due to continuous increase in innovative research and development, Beida Pharmaceutical achieved revenue of 1.314 billion yuan in the first half of this year, an increase of 4.83 percent over the same period last year, while achieving a net profit of 0.148 billion yuan, an increase of 56.58 percent over the same period last year.

47 Zhejiang stocks sell plans to increase, 93 mergers and acquisitions are active

From the perspective of mergers and acquisitions, in the first half of this year, a number of Zhejiang stocks actively used industrial mergers and acquisitions to optimize their layout, and transactions were active.

According to incomplete statistics of Wind data (calculated from January to June 2023, the announcement date of the additional issuance plan), in the first half of this year, 47 Zhejiang stocks issued a fixed increase plan.

at present, the fixed increase plan of seven Zhejiang stocks has been approved by the CSRC or the CBRC, and the total amount of funds to be raised is about 20.653 billion yuan.

Among them, Hangzhou Bank, Rongbai Technology (688005.SH) and Tianbang Food plan to raise no more than 8 billion yuan, 5.428 billion yuan and 2.72 billion yuan respectively, ranking first in terms of fund-raising scale.

for example, on August 4, rong bai science and technology disclosed the prospectus (registration draft) for issuing shares to specific objects. the total amount of funds to be raised shall not exceed 5.428 billion yuan, which will be used for the lithium battery cathode material expansion project, the 2025 power lithium battery material comprehensive base project, and the first phase of engineering equipment project.

and still waiting for the approval of the fixed increase plan are 40 Zhejiang stocks, involving fuda alloy (603045.SH), Zhejiang securities (601878.SH), yonghe shares (605020.SH), its plan to raise a total of about 50.283 billion yuan.

in addition, according to incomplete statistics from January to June 2023, the date of the first disclosure of mergers and acquisitions, Zhejiang shares participated in 93 mergers and acquisitions in the first half of this year, of which 33 have been completed, with a total transaction amount of about 4.627 billion yuan.

such as Ningbo Port, a large port enterprise (601018.SH) A large merger involving 1.845 billion yuan has been announced.

in April this year, Ningbo port disclosed that it planned to bid for 45% of Ningbo Daxie China Merchants International Terminal Co., Ltd. with 1.845 billion yuan. With the help of this acquisition, the company will further optimize the layout of container terminals and enhance its service capacity and competitiveness.

Ningbo Port said that on August 8 this year, Daxie Merchants has completed the industrial and commercial change registration of equity transfer.

another merger and acquisition event worthy of attention is that "yamao" tongce medical (600763.SH) bought 19% equity (49.92 million shares) of he ren technology (300550.SZ) with 0.501 billion yuan in cash in late April this year. thus, tongce medical has become the second largest shareholder of he ren technology in order to respond to the needs of the company's medical digitalization strategy.