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The market value of shares to be unblocked next week is 28.434 billion yuan.

CATL, with a latest market value of 832.914 billion yuan, released its 2024 semi-annual report. In the first half of this year, CATL's operating income was 166.767 billion yuan, a year-on-year decrease of 11.88%; net profit attributable to the parent was 22.865 billion yuan, a year-on-year increase of 10.37%, a new high since its listing; of which the net profit attributable to the parent in the second quarter was 12.355 billion yuan, a year-on-year increase of 13.4%.

Regarding the performance growth, CATL stated that the growth in global sales of new energy vehicles has driven continued growth in demand for power batteries.In addition, driven by the clean energy transformation goals of various countries, with the increase in the proportion of wind power and photovoltaic installed capacity, the increase in the flexibility requirements of the power system, the advancement of energy storage technology and the reduction of system costs, the demand for energy storage batteries in the market continues to grow rapidly.

In the field of power batteries, according to SNE Research data, CATL ranked first in the world in terms of power battery usage for seven consecutive years from 2017 to 2023. From January to May 2024, the company's global market share of power battery usage was 37.5%, an increase of 2.3 percentage points from the same period last year, still ranking first in the world. In the field of energy storage, according to SNE Research data, the company ranked first in the world in terms of energy storage battery shipments for three consecutive years from 2021 to 2023; from January to June 2024, according to statistics from relevant institutions, the company's energy storage battery shipments continued to maintain the world's first market share.

According to statistics from Securities Times Databao, as of 9 p.m. on July 26, 96 A-shares released their first-half performance reports or semi-annual reports, of which 28 stocks released semi-annual reports.

CATL temporarily ranks first in the net profit list. Hangzhou Bank ranks second in net profit, with the company's net profit attributable to its parent company reaching 9.996 billion yuan in the first half of the year, up 20.06% year-on-year.Baofeng Energy, Qilu Bank, Sichuan Energy Investment, Orient Securities, and Satellite Chemical ranked at the top in terms of net profit in the first half of the year, and all achieved year-on-year growth.

Looking at the second quarter performance data of the 28 stocks that have released semi-annual reports, Tianma Technology, Yichang Technology, Boma Technology, and Yida Holdings all turned losses into profits in the second quarter. Haitong Development's second quarter net profit doubled year-on-year, with a net profit attributable to the parent company of 152 million yuan, an increase of 168% year-on-year. Weilan Lithium Core, Hangya Technology, Chengzhi Holdings, Langhong Technology, and Sinochem all saw a year-on-year increase of more than 50% in the second quarter net profit.

In terms of institutional holdings, there were 9 stocks whose institutional holdings increased in the second quarter, among which the institutional holdings of Zhongjin Irradiation increased from 34.98% at the end of the first quarter to 70.13%. The institutional holdings of Yichang Technology, Hongqi Chain Store, Yida Shares, and Hangya Technology all increased by more than 0.5 percentage points compared with the end of the first quarter.

42 stocks face lifting of restrictions next week

There will be 42 stocks that will be unblocked next week. Based on the latest closing price, the total market value of the unblocked stocks is 28.434 billion yuan.

Next week, Runfeng shares will have 189 million shares listed and circulated, mainly restricted shares of original shareholders of the initial public offering, with a market value of 7.262 billion yuan, ranking first.

The scale of Blue Sky Gas's unblocking is the second largest, with 400 million shares to be listed and circulated next week. The unblocked shares are mainly restricted shares of the original shareholders of the initial public offering, with a market value of 5.386 billion yuan.

In comparison, 19 stocks including Zhonglan Environmental Protection, Baodi Mining, Three Gorges Tourism, and Xintian Technology have less pressure to lift the ban, and their market value after lifting the ban is less than 100 million yuan.

In terms of the lifting ratio, Baolijia, Runfeng, Weisebo, Jindik, Blue Sky Gas, and Ulead have a relatively large lifting ratio, all exceeding 50%. The lifting ratio of 14 stocks including Midea Group, Montage Technology, and Ninebot-WD is relatively small, all less than 1%.

The average share price of 42 stocks that will be released next week has fallen by 7.35% since July. Wanda Information and Ninebot-WD had the highest share price increases, up 13.26% and 4.16% respectively.

Among the stocks that will be unblocked next week, 10 stocks have released their first-half performance forecasts, of which 6 stocks are expected to have good performance.

Lanqi Technology expects net profit to be at the top, with a net profit of about 583 million yuan to 623 million yuan in the first half of the year, a year-on-year increase of 612.73% to 661.59%. Lanqi Technology said that since the beginning of this year, the company's demand for memory interfaces and module supporting chips has achieved restorative growth, the downstream penetration rate of DDR5 has increased, and the iteration of DDR5 sub-generations has continued to advance. In the first half of the year, the company's DDR5 second-generation RCD chip shipments have exceeded the first-generation RCD chip; on the other hand, some of the company's new AI "capacity" chip products have begun to be shipped on a large scale, contributing new performance growth points to the company. The above two factors jointly promoted a significant year-on-year increase in operating income and net profit in the first half of the year.

BIWIN Storage's net profit is the second largest, with 50 million shares facing unblocking next week. The company's first-half performance is expected to turn losses into profits, with a net profit of about 280 million to 330 million yuan. In the first half of the year, the company firmly grasped the upward opportunities of the industry, vigorously expanded domestic and foreign first-tier customers, achieved market and business growth breakthroughs, and product sales increased significantly year-on-year.

The four unblocked stocks, Tianyang New Materials, Hongyuan Green Energy, Shengxin Lithium Energy and Shenzhen Tianma A, are expected to suffer losses. Among them, Tianyang New Materials, Hongyuan Green Energy and Shengxin Lithium Energy are expected to suffer their first losses, while Shenzhen Tianma A is expected to suffer continued losses.

Hongyuan Green Energy has the largest expected loss, and the company expects its first loss, with a net profit loss of 800 million to 1.1 billion yuan. During the reporting period, the photovoltaic industry entered a stage of structural adjustment. Under the influence of the continued expansion of the imbalance between supply and demand in the industry, market competition further intensified, the prices of products in the main industrial chain were under pressure, and the industry's profitability level dropped sharply. The company's operating income declined compared with the same period last year, the gross profit margin of its main business products decreased significantly year-on-year, and the inventory impairment provision increased significantly, resulting in a negative net profit for the company.

Statement: All information content of Databao does not constitute investment advice. The stock market is risky and investment should be cautious.

Editor: Xie Yilan

Proofreading: Ran Yanqing

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