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the total operating income exceeded 9.88 trillion yuan, and the net profit after deducting non-operating items exceeded 480 billion yuan; nearly 80% of the listed companies achieved profitability, and nearly half of the companies achieved year-on-year growth in net profit, and the net profit of 350 companies increased by more than 100% year-on-year... as of the end of august, 2,837 listed companies on the shenzhen stock exchange disclosed their operating results for the first half of the year.

faced with a complex and changing international environment and numerous risks, as the micro-foundation for high-quality economic development, shenzhen-listed companies have delivered a steady and improving report card, achieving quality improvement in many key areas such as advanced manufacturing, digital economy, green and low-carbon development.

resilience: improvement and consolidation of the asset side

listed companies are an important micro-foundation for high-quality economic development. promoting the high-quality development of listed companies will help achieve high-level scientific and technological self-reliance, accelerate the construction of a modern industrial system, and help enhance market confidence.

since the beginning of this year, a series of policies have been implemented to promote the improvement of performance of listed companies and the restoration of investment intentions.

judging from the high-level data in the semi-annual report, shenzhen-listed companies have achieved a "stable and improving" development trend: physical companies have actively invested in production and operation activities; the accounts receivable turnover rate has increased, and the efficiency of corporate accounts receivable management has improved; asset impairment losses have decreased year-on-year, and the quality of corporate assets has improved.

data shows that the total cash invested by shenzhen-listed companies in purchasing goods in the first half of 2024 was 7.14 trillion yuan, a year-on-year increase of 4.82%.

the average accounts receivable turnover rate of shenzhen-listed companies at the end of the second quarter of 2024 was 21.29, an increase of 5.95 percentage points from the end of the same period last year and 8.82 percentage points from the end of the previous quarter.

the shenzhen stock exchange's listed companies suffered a total asset impairment loss of 37.207 billion yuan at the end of the second quarter of 2024, a year-on-year decrease of 9.51% from the asset impairment loss of 41.119 billion yuan at the end of the same period last year.

stable: the "foundation" in key areas is solid

from an industrial perspective, shenzhen's key areas such as advanced manufacturing, digital economy, green and low-carbon continue to consolidate the "foundation" for development, becoming the driving force behind high-quality economic development.

the performance of the advanced manufacturing industry showed a recovery trend, with net profit increasing significantly quarter-on-quarter. the overall performance of advanced manufacturing companies remained stable, with operating income totaling 866.043 billion yuan and net profit totaling 62.053 billion yuan in the first half of 2024. in the second quarter, operating income totaled 449.375 billion yuan and net profit totaled 33.477 billion yuan, up 8.05% and 17.35% quarter-on-quarter, respectively.

the overall business of digital economy companies is improving, and the performance continued to grow in the second quarter. the total operating income of 561 shenzhen digital economy companies in the first half of 2024 was 1.43 trillion yuan, and the total net profit was 67.32 billion yuan, an increase of 6.60% and 14.38% year-on-year respectively. the total operating income in the second quarter was 760.155 billion yuan, and the total net profit was 39.27 billion yuan, an increase of 6.22% and 12.05% year-on-year, and an increase of 12.87% and 36.62% month-on-month respectively.

in addition, some sub-sectors in the digital economy performed well, with the semiconductor and integrated circuit industry, ultra-high-definition display industry, and smart terminal industry showing good development momentum. the operating income and net profit of the semiconductor and integrated circuit industry increased by 17.22% and 47.12% year-on-year respectively; the operating income and net profit of the ultra-high-definition display industry increased by 12.82% and 351.86% year-on-year respectively; the operating income and net profit of the smart terminal industry increased by 3.72% and 17.89% year-on-year respectively.

the marginal improvement of operating performance in the green and low-carbon sector in the first half of 2024 was obvious. the overall performance showed signs of recovery, and the profit scale increased month-on-month for two consecutive quarters, with growth rates of 62% and 30% respectively.

in addition, there are many bright spots in the consumer goods manufacturing industry and traditional manufacturing industry. among them, the operating income and net profit of textile and clothing companies have increased, and the operating performance has gradually improved month-on-month; the light manufacturing industry as a whole achieved a net profit attributable to the parent company of 8.169 billion yuan, an increase of 11.90% year-on-year.

strong: leading enterprises lead and drive

at present, a number of industry chain leaders with strong r&d capabilities and international competitiveness are emerging in shenzhen. in the face of macroeconomic fluctuations, they continue to play a leading role and continue to inject vitality into industrial development.

as a representative company in the field of advanced manufacturing, mindray medical achieved counter-cyclical growth in the first half of 2024, with global innovation moving towards a larger market.

data shows that mindray medical achieved operating income of 20.531 billion yuan, a year-on-year increase of 11.12%; and achieved a net profit attributable to shareholders of 7.561 billion yuan, a year-on-year increase of 17.37%. according to wind's latest fiscal year revenue data of listed companies in the global medical device industry as of the end of 2023, mindray medical ranked 36th, 31st, 27th and 23rd in 2020, 2021, 2022 and 2023, respectively. the ranking has improved year by year, and the company is getting closer and closer to the goal of being in the top 20 global medical devices.

in the field of digital economy, leading companies in various sub-sectors have outstanding operating performance and play a leading role.

the semi-annual report of boe a in the ultra-high-definition display sub-industry showed that its operating income was 93.386 billion yuan, a year-on-year increase of 16.47%, and its net profit was 2.284 billion yuan, an increase of 210.41%; huatian technology, as an industry-leading integrated circuit packaging and testing company, has greatly improved its operating performance, with operating income of 6.718 billion yuan and net profit of 223 million yuan in the first half of the year, an increase of 32.02% and 254.23% respectively. in terms of smart terminals, zhongji xuchuan's semi-annual report showed that due to the increased investment of downstream customers in the field of computing power infrastructure, the shipment volume of high-end optical module products increased significantly, and the company achieved operating income of 10.799 billion yuan, a year-on-year increase of 169.70%; net profit of 2.358 billion yuan, a year-on-year increase of 284.26%. in terms of the internet of things, the semi-annual report of yealink network, a leading company in the enterprise communications industry, showed that the company achieved operating income of 2.667 billion yuan, a year-on-year increase of 30.50%; net profit of 1.360 billion yuan, a year-on-year increase of 32.13%.

in the green and low-carbon field, catl and byd are the two "trump cards" of the shenzhen stock exchange.

in the first half of this year, catl and byd's installed capacity of power batteries accounted for 46% and 25% of the domestic market respectively, and their net profits increased by 10.37% and 24.44% year-on-year respectively. the two companies maintain strong competitiveness in the world, with significant leading benefits and further consolidated market positions.

progress: technological innovation creates advantages

innovation is the only way for listed companies to achieve high-quality development.

taking the digital economy sector as an example, under the current complex internal and external environment, companies in the digital economy sector continue to increase their r&d investment to strengthen new economic momentum. in the first half of the year, the shenzhen digital economy sector companies invested a total of more than 100 billion yuan in r&d expenses, an increase of 4.10% year-on-year.

among them, boe a's r&d expenses were 5.806 billion yuan, a year-on-year increase of 10.24%. it insists on investing about 7% of its revenue in r&d every year; at the same time, it continues to strengthen its high-quality patent layout, with more than 4,000 new patents in the first half of 2024, including more than 90% invention patents and more than 30% overseas patents, building a solid technological leadership advantage in the industry.

hikvision's r&d expenses were 5.698 billion yuan, a year-on-year increase of 7.81%. the company continued to consolidate the foundation of its intelligent iot business, increased investment in scene digitalization business, and continuously launched new multi-dimensional sensing products with novel forms to enhance its market competitiveness with product innovation capabilities.

in its semiannual report, huichuan technology disclosed that in the first half of the year, the company had 5,822 r&d personnel, accounting for 23.44%; r&d expenses were 1.473 billion yuan, a year-on-year increase of 13.71%, and r&d expenses accounted for 9.10%.

according to the semi-annual report of north huachuang, the company's r&d expenses were 1.347 billion yuan, a year-on-year increase of 58.10%; the company has applied for more than 8,300 patents in total and has been granted more than 4,900 patents, ranking first among domestic integrated circuit equipment companies in terms of the number of patents.

on the whole, listed companies in the digital economy sector of the shenzhen stock exchange have become a solid force for driving industrial development through technological innovation and achieving high-level scientific and technological self-reliance.

in addition, shenzhen-listed companies are also actively "going global" to seek development opportunities in global competition.

in the first half of 2024, 286 export-oriented companies in shenzhen stock exchange achieved a total operating income of 934.381 billion yuan, a year-on-year increase of 7.27%, of which overseas income totaled 667.744 billion yuan, accounting for 71.46% of the total income of the above-mentioned companies. the above-mentioned companies achieved a total net profit of 54.685 billion yuan, a year-on-year increase of 4.33%. among them, overseas orders for the ai ​​industry chain continued to increase, and the performance of leading companies in the communications industry was eye-catching. zhongji xuchuan, xinyi sheng, and tianfu communication all saw significant growth in revenue and net profit in the first half of 2024, with net profits of 2.358 billion yuan, 865 million yuan, and 654 million yuan, respectively, up 284.26%, 200.02%, and 177.20% year-on-year, respectively.