in the first half of the year, the operating performance of guangdong listed companies was generally stable, and their overseas performance ranked first in the country
2024-09-18
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text/hang ying, omnimedia reporter of yangcheng evening news
on september 18, the reporter learned from the guangdong securities regulatory bureau that in the first half of 2024, the operating performance of guangdong listed companies was generally stable, and 872 listed companies achieved a total operating income of 4.83 trillion yuan, a year-on-year increase of 2.7%, higher than the national average. in addition, the net profit attributable to shareholders of parent companies of listed companies (hereinafter referred to as "net profit") was 390.01 billion yuan, a year-on-year decrease of 2.1%, and the growth rate was also higher than the national average.
in terms of profitability, 656 of the 872 listed companies were profitable, accounting for 75.2%; 452 listed companies had positive year-on-year net profit growth, accounting for 51.8%; 196 listed companies had a net profit growth rate of 50%, accounting for 22.5%. among them, 862 non-financial listed companies achieved operating income of 4.02 trillion yuan, a year-on-year increase of 3.7%, and a net profit of 189.98 billion yuan, a year-on-year decrease of 5.5%. 604 private listed companies achieved operating income of 1.91 trillion yuan, a year-on-year increase of 8.8%, and a net profit of 115.09 billion yuan, a year-on-year increase of 16.1%.
manufacturing performance and r&d expenditure are better than the national average and major provinces and cities such as jiangsu, zhejiang and shanghai
as a major manufacturing province, guangdong has always insisted on taking manufacturing as its main industry. in the first half of 2024, the performance of guangdong's manufacturing listed companies was better than that of the whole country and major provinces such as jiangsu, zhejiang and shanghai, and net profit in the second quarter showed double-digit growth.
in the first half of the year, the province's 620 manufacturing listed companies achieved operating income of 2.59 trillion yuan and net profit of 160.04 billion yuan, up 8.4% and 11.1% year-on-year respectively. the growth rate was higher than the national average (1.4% and -7.4%) and the average levels of manufacturing listed companies in jiangsu (3.1% and -17%), zhejiang (5.6% and 0.2%), and shanghai (-2.7% and -7.3%).
the profit margin of listed manufacturing companies was 6.2%, higher than the national average (5.5%). in the second quarter, guangdong's listed manufacturing companies achieved operating income of 1.4 trillion yuan and net profit of 89.17 billion yuan, up 17.2% and 25.8% month-on-month, respectively, 5.4 and 16.2 percentage points higher than the national average, and 4.7 and 1.1 percentage points higher than zhejiang.
in terms of the growth rate of r&d expenditure of listed companies, guangdong's return awareness has been significantly enhanced, and the growth rate is higher than the national level and provinces and cities such as jiangsu, zhejiang and shanghai. data shows that in the first half of the year, a total of 840 listed companies in guangdong disclosed r&d expenses totaling 141.31 billion yuan, an increase of 8.5% year-on-year, a growth rate higher than the national level (5.1%), jiangsu (8.1%), zhejiang (4.6%), shanghai (3.2%), beijing (3.5%) and other major provinces and cities. r&d intensity (r&d expenses as a proportion of operating income) is 2.9%, higher than the national level (2%) and zhejiang (2.7%).
among them, listed companies in the automobile manufacturing industry continued to increase their r&d investment, with r&d expenses of 22.24 billion yuan in the first half of the year, a year-on-year increase of 36%, and r&d intensity of 5.8%, higher than jiangsu (4.4%), zhejiang (3.9%) and other provinces. for example, byd's r&d expenses in the first half of the year were 19.62 billion yuan, a year-on-year increase of 42%, and r&d intensity of 6.5%.
performance in the automotive, communications and other manufacturing sectors continued to grow
looking at specific industries, the province's commercial consumption continued to recover in the first half of the year, and performance in the electronics and information, machinery and equipment, and automobile manufacturing sectors continued to grow.
in general, the commercial and consumption sectors continued to recover and improve in the first half of this year. the net profit of 20 listed companies in the province's entertainment, hotel, tourism, and leasing industries increased by 11% year-on-year, the net profit of 15 listed companies in the ports, railways, roads, and warehousing industries increased by 14.6% year-on-year, the losses of four listed companies in the aviation transportation industry narrowed by 81.7%, the net profit of 21 listed companies in the food manufacturing and agricultural and sideline products processing industries increased by 38.4% year-on-year, and two listed companies in agriculture, forestry, animal husbandry, and fishery turned losses into profits.
in addition, the net profit of computer, communication and other electronic equipment manufacturing industry increased significantly. the 221 related listed companies achieved a total operating income of 907.14 billion yuan and a net profit of 41.73 billion yuan, up 15.2% and 35.1% year-on-year, respectively, and increased by 17.9 and 17.6 percentage points year-on-year; the net profit growth rate was higher than the national rate (16.5%) and jiangsu (12%).
the machinery and equipment manufacturing industry grew steadily, with 184 related listed companies achieving operating income of 695.64 billion yuan and net profit of 65.97 billion yuan, up 6.8% and 9.6% year-on-year respectively, higher than the national average (-1.1%, -19.1%).
as a strong industry in guangdong, the automobile manufacturing industry has achieved steady growth in performance. in the first half of the year, 15 listed companies in the automobile manufacturing field in guangdong achieved operating income of 384.29 billion yuan, a year-on-year increase of 7.6%, and net profit of 17.16 billion yuan, a year-on-year increase of 1.1%.
the number of listed companies going overseas and the scale of their business rank first in the country
since the beginning of this year, as an important growth pole of performance, guangdong listed companies have also achieved remarkable results in going overseas in the first half of the year. data shows that more than 60% of listed companies have gone overseas, and the number of companies going overseas and the scale of business are ranked first in the country, with electronics, automobiles, home appliances and other industries concentrated in going overseas.
according to the data, in the first half of this year, a total of 536 listed companies in guangdong disclosed overseas business revenue of 819.36 billion yuan, ranking first in the country in terms of the number of companies going overseas and the scale of their overseas business revenue. the number of companies going overseas accounted for 61.3% of all listed companies in the province, and the proportion of overseas business revenue in the total operating revenue of relevant listed companies was 16.9%, higher than the national average (11%), zhejiang (13.3%), and shanghai (8.6%).
among them, the top five industries of companies going overseas are electronics, household appliances, automobiles, power equipment and transportation. in the first half of the year, the overseas business revenue was about 589.51 billion yuan, accounting for 72% of the total overseas business revenue of listed companies in the province. for example, in the first half of the year, the province's automobile manufacturing listed companies achieved a total overseas business revenue of 106.85 billion yuan, ranking first in the country, accounting for 27.8% of the total operating income.
specifically, the top five companies in guangdong in terms of overseas revenue in the first half of the year were midea group, luxshare precision, byd, transsion holdings, and tcl technology. among them, midea group achieved overseas revenue of 91 billion yuan, accounting for 41.8% of total revenue; luxshare precision achieved overseas revenue of 90 billion yuan, accounting for 87% of total revenue; byd achieved overseas revenue of 89.9 billion yuan, accounting for 30% of total revenue.
