2024-09-25
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a batch of third quarter performance forecasts and august operating reports are coming.
in the morning of september 25, the major a-share indices jumped higher and the shanghai composite index regained 2,900 points at the opening. it rose by more than 3% during the day and then fell back, closing up 1.73% at 2,912.65. the shenzhen component index rose by 3.59% during the day and closed up 2.36%; the chinext index rose by 2.63%. more than 5,000 stocks rose in the two markets, and the turnover in the morning was nearly 800 billion yuan.
in terms of sectors, the construction and decoration, media, steel, and home appliances industry indices rose by more than 3%. large infrastructure central enterprises led the gains in both markets.china communications construction, china railway construction, china railway group, china constructionthe increase is at the top.
among the popular concepts, short drama games, cross-border payments, and data element concepts performed well, and the net inflows of major funds such as securities companies, big consumption, and new energy vehicles ranked at the top.
in the early trading, the securities sector, known as the "bull market flag bearer", exploded collectively, rising by more than 5% at one point during the session.tianfeng securities, sealand securities2 consecutive daily limit ups,pacific securities, southwest securities, guojin securitiesthe increase is at the top.
at yesterday's state council press conference, a number of important favorable policies were released, and the securities industry has become more prosperous. guotai junan securities believes that the policy has released a positive signal to the market to enhance the investment value of listed companies, and the supply-side reform of the securities industry is expected to be accelerated, and the investment value is expected to increase. the "six mergers and acquisitions" provide simplified procedures for the mergers and acquisitions of high-quality securities companies, and increase the tolerance for pricing, commitment arrangements, peer competition and related transactions. support listed securities companies to enhance their core competitiveness through mergers and acquisitions and restructuring, and accelerate the construction of first-class investment banks, and the industry's investment value is expected to increase.
14 listed companies released their third quarter performance forecasts
the third quarter is about to end, and some listed companies have already released their third-quarter performance forecasts.
according to statistics from securities times databao, a total of 14 listed companies have announced their performance forecasts for the first three quarters. based on the median year-on-year growth rate of net profit forecasts, 12 listed companies are expected to increase their performance, and the overall good news ratio exceeds 85%;rhine biotech, junhe biotech, huayuan biotechthe growth rate is at the forefront and is expected to exceed 50%.
rhine biothe performance forecast shows that the net profit attributable to the parent company in the first three quarters is expected to be 81.8014 million yuan to 102.2517 million yuan, a year-on-year increase of 100% to 150%. the company said that in the first three quarters, the company continued to increase r&d investment, optimize product structure, focus on exploring customers' deep application potential, provide customized services and compound products to strengthen customer service capabilities and other related measures, continuously improving the company's main business market share, so that the company's operating ability and main business profit quality have been significantly improved.
junhe sharesthe company released its earnings forecast for the first three quarters last night, and it is expected that the net profit attributable to the parent company after excluding the impact of share-based payment expenses in the first three quarters will be between rmb 73.7687 million and rmb 79.7687 million, an increase of 78.58% to 93.1% over the same period last year. the company recently stated in an investor survey that the overseas market has rebounded since the fourth quarter of 2023, and downstream customer demand has continued to recover. the company's orders in hand during the same period have returned to a historically high level, which has effectively increased product production and sales and gross profit margin in the first half of the year year-on-year.
judging from the listing date, the stocks that disclosed the third quarter performance forecast are mainly the newly listed stocks since august, among whichguoke tiancheng, zhongxin shares, huihan sharesthe net profit growth rate is expected to be the highest.
guoke tianchengit was listed on august 21 this year, and rose 220.02% on the first day of listing. the prospectus shows that guoke tiancheng is mainly engaged in optoelectronics business such as infrared thermal imaging. in 2023, it successfully developed the t2sl cooling detector and began to build its own production line. it is one of the very few infrared companies in china that has mastered this technology. the company expects to achieve a net profit of 112 million yuan attributable to its parent company from january to september, a year-on-year increase of 47.86%, mainly due to the continued growth in industry demand and the expansion of purchases by new and old customers.
several listed companies disclosed their operating results
the total amount of newly signed contracts of central enterprises with chinese characters has increased significantly
in addition to the performance forecast, some listed companies disclosed their operating reports for august, mainly including listed companies in the express delivery, breeding, construction and transportation industries. many industry leaders are operating well.
five central soes announced their operating results for the first eight months, includingchina construction, powerchina, china nuclear engineering, china coal energy, china national chemical corporation, operating data generally increased.
chinese architecturethe announcement showed that the total amount of newly signed contracts in the first eight months reached 2.85 trillion yuan, a year-on-year increase of 6.5%, mainly due to the rapid growth of newly signed contracts in the construction business.
china power constructionthe announcement showed that the contract value of new energy and power projects in the first eight months reached 451.643 billion yuan, a year-on-year increase of 20.16%. in august, the company signed 20 new projects with contract values of more than 500 million yuan, of which the epc general contracting contract value of the chenxi pumped storage power station project in hunan province reached 5.306 billion yuan.
in the morning session, the central enterprise index led the two markets. among the listed companies that announced their august operating reports,chinese architecturethe stock price rose by 5.18% in early trading.china power construction, china national chemical corporationit rose more than 4% in early trading.
yunda express, sto express, yto express, sf holdingfour listed companies in the express delivery industry announced operating reports on their express logistics businesses, and their business revenues all achieved year-on-year growth.sto express, yto expressin august, the express delivery business revenue increased by 21.5% and 20.67% respectively, ranking first in growth rate;yunda express, sf holdingthe revenue growth rate was also above 8%.