Get ahead of the performance forecast! Multiple industries are recovering
2023-12-12
On the evening of December 11th, Nikko Chemical disclosed its 2023 performance forecast. At this point, 22 listed companies have disclosed their full year performance forecasts for 2023, of which nearly 40% are expected to be positive, and the overall performance differentiation is obvious. From an industry perspective, listed companies such as computer, communication, and other electronic equipment manufacturing, power and thermal production and supply, and pharmaceutical manufacturing have seen the highest net profit growth. The industry's recovery has boosted the performance of related listed companies. 22 companies disclose their performance forecasts. According to the 2023 annual performance forecast disclosed on the evening of December 11th, the company expects to achieve a net profit attributable to shareholders of the listed company of approximately 100 million to 120 million yuan for the full year of 2023, a year-on-year decrease of 38.93% to 49.11%; The net profit after deducting non recurring gains and losses was 83.2305 million yuan to 10.32305 million yuan, a year-on-year decrease of 48.02% to 58.09%. Nikko Chemical announced that during the reporting period, the company's performance decreased compared to the same period last year, mainly due to the slowdown in economic growth, the decline in the prosperity of the real estate industry, which resulted in lower than expected demand for downstream plastic pipes and profiles, and insufficient market confidence leading to intensified price competition. As a result, the sales price and overall gross profit margin of one of the company's main products, the ACM series, have declined to a certain extent, This leads to a decrease in the company's profitability; The impact of non recurring gains and losses on the company's net profit is expected to be approximately 16.7695 million yuan (non recurring gains and losses for the same period last year were -210.06 million yuan). At present, there are 22 listed companies that have disclosed their full year performance forecasts for 2023. Among the 8 companies that are expected to be positive, there is a slight increase of 6, 1 continuing profit, and 1 expected increase, accounting for 36.36% of the total number of listed companies that have disclosed their performance forecasts. In terms of net profit value, it is expected that 9 companies will have a lower limit of net profit attributable to shareholders of listed companies exceeding 100 million yuan in 2023. Companies such as Lixun Precision, Enhua Pharmaceutical, Jinjiang Shipping, and Duofuduo are expected to have a higher lower limit of net profit attributable to shareholders of listed companies in 2023. Lixun Precision predicts that the net profit attributable to shareholders of the listed company for the full year of 2023 will be approximately RMB 10.767 billion to RMB 11.225 billion, a year-on-year increase of 17.5% to 22.5%. During the reporting period, the company strengthened its exploration of existing businesses, as well as its forward-looking layout in new fields, technologies, and products. Leveraging the advantages of independent research and development in precision intelligent manufacturing platforms and process manufacturing, the company achieved the integration and interoperability of various resources in consumer electronics, communications, automobiles, and other fields, created a complete vertical integration loop in the industry, and promoted the stable development of the company's operations towards the expected direction. From an industry perspective, the net profit growth of listed companies such as computer, communication, and other electronic equipment manufacturing, power and thermal production and supply, and pharmaceutical manufacturing has been among the top. The industry recovery has boosted the performance of related listed companies. For example, according to the annual performance forecast disclosed by Essen Group, the company's operating revenue is expected to be between RMB 350 million and RMB 380 million in 2023, a year-on-year increase of 8.1% to 17.37%. Since the second quarter of 2023, the overall performance of the domestic semiconductor industry has been
Edit：Hou Wenzhe Responsible editor：WeiZe
Source：Securities Daily
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