Half Of The A Share Listed Companies Showed Negative Growth.

　 Hua Fu Colored spinning Net profit fell by 80%

Huafu color spinning (002042) disclosed in the evening of July 29th, the first half of the year net profit of 51 million 178 thousand and 400 yuan, down 78.78%, earnings per share 0.06 yuan. The total revenue in the first half of this year was 2 billion 792 million yuan, a slight decrease of 0.84% in the same ratio.

The analysis of Huafu color spinning said that the average price of yarn in the first half of this year was much lower than that in the same period, which was the main factor leading to the decline in gross profit. At the same time, the company expects to achieve net profit of 80 million -1 billion yuan in 1-9 months, down 60%-80% compared with the same period last year. Mainly due to a relatively large decline in the first half of the same period, and the price difference between inside and outside the cotton yarn prices have been suppressed.

This is a microcosm of the national textile enterprises, and is also the current situation of the textile industry crisis. The cotton mill of China Cotton Textile Association has seen a loss of 40% of its textile products, and less than 30 thousand spindles of spinning enterprises have cut production and production close to 50%. 7 in the first half of 2012, the Ministry of Industry issued the analysis report of China's textile industry operation situation, also known as the impact of the weakening of the international market demand, the slow growth of domestic market demand, and the excessive cotton price difference at home and abroad. China's textile industry showed a downward trend, the growth rate of production declined significantly, the export volume decreased, and the business efficiency declined, and the loss of the front of the industrial chain (cotton spinning and chemical fiber) increased.

The loss of textile enterprises is considered by the industry as a result of low cotton prices. As of July 5th, cotton prices at home and abroad were about 4500 yuan / ton. Ma Junkai, Deputy Secretary General of the Dezhou Cotton Association of Shandong, said that all cotton textile enterprises using cotton as raw material were in a state of loss; meanwhile, the mixed textile enterprises using cotton and chemical fiber were in between micro deficit and slight profit; and those who did not use cotton all used chemical fibers were profitable, but their profitability was significantly lower than in previous years.

With the cold wave in the textile industry, half of the A share listed companies show negative growth. Of the 54 textile companies that have already announced the notice, 26 have been pre reduced, and only 5 have increased. Among them, Tianshan textile (000813), Shenzhen textile A (000045) not only performance losses, stock prices are also heavy setbacks.

For the second half of the survival of textile enterprises, the Ministry of industry and Commerce predicts that textile enterprises will still be in a more difficult position, textiles. clothing Exports will continue to grow at a low level, and the overall efficiency of the industry will decline sharply compared with the previous year. The loss of enterprises and the losses of deficit companies will be expanded. More small, medium and micro enterprises will face the risk of being eliminated.

　 Transfer assets to support half the sky

Purple ancient Chinese net profit increased by 80%

The purple light Gu Han (000590) published semi annual report on the evening of July 29th. In the first half of this year, the company achieved operating income of 198 million yuan, an increase of 21.57% over the same period last year, and the net profit attributable to shareholders of listed companies increased by 50 million 67 thousand and 500 yuan, 84.15% yuan over the same period last year, and 0.2466 yuan per share. Despite the beautiful appearance of its performance, the company's performance increased largely thanks to the transfer of assets.

The announcement shows that the main reason for the relatively large increase in net profit of purple gentry is that the total amount of accounts receivable payable by the Hainan Hansen Investment Co., Ltd. (referred to as Hansen investment) on behalf of the third party during the reporting period amounted to 36 million 600 thousand yuan, and the total amount of provision for bad debts accumulated before the company was transferred to 28 million 860 thousand and 300 yuan was counted as the current profit.

That is to say, excluding the 28 million 860 thousand and 300 yuan, the total profit of 55 million 630 thousand of the company is actually only 26 million 770 thousand. Apparently, the purple light Han Dynasty supported half the sky in the first half of the year by transferring assets.

The proceeds from the transfer of Nanyue pharmaceutical's 36% stake are just beginning to show. In the "property rights transaction contract" signed by the purple light Han and Hansen investing in the 36% equity interest of Nanyue pharmaceutical, the total amount of the transaction contract is 182 million 100 thousand (excluding the buyer's behalf third of the total amount of receivables payable by the seller is 36 million 600 thousand yuan). Hainan Hansen must pay the transfer price of the share transfer to the seller within 63 million 400 thousand days from the date of the effective date of the contract, and the balance will be paid before December 15th. The previous announcement indicated that the transaction will increase the net profit of the company in the year of 2012 to about 110 million yuan.

The main business growth of the company is not very satisfactory except the proceeds from the transfer of assets. Data show that from 2001 to 2011, the revenue of purple light has been hovering at 200 million -3 billion yuan, and the company has not paid dividends for more than 10 years. In 2011, the company's revenue was 344 million, an increase of 10% over the same period, of which 250 million of the fist product, Han Sheng health essence, grew by only 18.13% over the same period last year. The revenue of ancient Han health care has been lingering for 200 million consecutive years. In the first half of this year, the revenue of ancient Chinese health care products was 133 million, up 17.45% from the same period last year.

　 Confirm the intention to acquire gold technology

Nanling civil explosion enters Integrated Orbit

Nanling civil explosive (002096) yesterday night, for media coverage of the "well-known civil explosive research enterprise Kim technology will be included in the company's integration plan" to explain, confirmed that the actual control of Kim technology to discuss the acquisition, but has not yet signed the agreement. In July 27th, Nanling civil explosive will be resumed in July 30th.

Nanling civil explosion said the company's development strategy was transformed from the supplier of civil explosive products to the system integration service provider of the civil explosive industry, and built an integrated management mode of equipment manufacturing, scientific research, production, operation and blasting engineering and technology service. The company actively sought strategic cooperation with civil explosive research and equipment manufacturing enterprises. The negotiations with Jin Neng technology were carried out under the support of the company's actual controller, Hunan Xintiandi Investment Holding Group Co., Ltd.

Analysts believe that if the successful acquisition of Jin Neng technology, Nanling civil explosive will add new research and development, equipment manufacturing and other business sectors, the synergy effect is increasing.

As for gold technology, public information shows that in 2010, the company had sought IPO listing. However, it failed to pass the trial by the issuing committee because its main business was heavily dependent on a single business. At that time, the prospectus of the prospectus showed that Jin Neng technology had a revenue of 143 million yuan in 2009 and a net profit of 20 million 90 thousand yuan. In the same period, Nanling civil explosive sales revenue was 556 million yuan and net profit was 108 million yuan. In contrast, the scale of the business of Jin Neng is relatively small. The 2010 performance of Jin Neng technology can not be checked from public information. According to the company's website information disclosure, its 2011 Business income An increase of 31.6% compared with the same period last year, and the profit increased by 3.26 times compared with the same period last year.

From the integration of the axe explosion to Jin Neng technology, we can see that the Nanling civil explosion has entered the integrated orbit under the guidance of the government, and its target is the leading company of the national civil explosive industry.