66 Science And Technology Innovation Board Companies Revealed The Performance Of The Interim Report: The Impact Of The Epidemic Situation Weakened In The Second Quarter, And The Performance Watershed Reappeared

The science and technology innovation board has just turned one year old, and the half yearly report in 2020 has also quietly arrived.

On July 20, the first half year report of the science and technology innovation board, which attracted much attention, was released. RuiChuang micro nano made a good start for the report season of the science and technology innovation board with the net profit growth of more than three times.

Since then, the semi annual reports of Aotewei, Pumen technology, microchip biology, China Resources micro and other sci tech Innovation Board companies have successively announced, with double-digit and above growth in net profit.

Combined with the previous performance forecasts, 66 companies have published interim reports or performance forecasts. We can have a glimpse of the operation of the company in the first half of the year.

On the whole, science and Technology Innovation Board companies are mixed. There are 29 companies with expected performance reduction or loss in the first half of the year, 29 companies are expected to have good performance, and 8 companies are uncertain. The sudden outbreak of new crown pneumonia in 2020 is the main factor affecting the performance decline of most companies. At the same time, from the perspective of the company's economic improvement in the second quarter, it was found that the main impact of the company's operation in the first quarter was obvious.

Gradually getting rid of the burden of the epidemic

According to statistics, of the 66 companies mentioned above, 44 companies mentioned the impact of the epidemic in their performance forecasts; 25 of the 29 companies with reduced performance mentioned the impact of the epidemic; and 5 of the 8 companies with uncertain performance were affected by the epidemic. Four companies are expected to report the first loss in the interim, which are ambotong, Funeng technology, Sansheng Guojian and Xinguang optoelectronics. Behind the cases affected by the epidemic situation, almost all of them are typical industries which are greatly impacted by the epidemic.

At present, Funeng technology is the company with the largest decline in the performance of the interim report, with a net profit loss of 177.5294 million yuan - 179.1531 million yuan, a decrease of 428.68% - 431.69%.

Funeng technology is a provider of overall technical solutions for the power battery system of new energy vehicles. Affected by the new crown epidemic, the sales volume of new energy vehicles has declined sharply since this year. The production and operation of the company and its main customers are affected. It is estimated that the revenue in the first half of the year will decrease by 71.16% - 72.75%.

Rongbai technology is also in the industry chain of new energy vehicles. Affected by the epidemic, the market demand for power lithium batteries has declined significantly, and the demand for orders from downstream customers has been reduced. It is estimated that the net profit in the first half of the year will drop by 47.75% - 65.17%.

Another typical industry affected by the epidemic is the film and television industry. Guangfeng technology is mainly engaged in the production and sales of semiconductor optoelectronic products and projection equipment. Due to the delay of the resumption plan, the company's operating rental income of theater light source and overseas sales of theater light source are directly affected. However, in the case of the suspension of cinema rental business, the company still needs to continue to bear the relevant depreciation costs and financial expenses. Guangfeng technology expects the net profit to decrease by 74.53% - 83.02%.

Overall, however, the impact of the epidemic is weakening. Huichen information said that due to the impact of the epidemic in the first quarter, revenue and profit decreased year on year, and business orders decreased. After entering the second quarter, the business recovered. It is expected that from January to June 2020, the company's overall operation will be in good condition.

In the first half of the year, the net medical profit increased by RMB 44.80 billion to RMB 18 million. The company said that with the improvement of the domestic epidemic situation in the second quarter, the operation of medical institutions gradually returned to normal, the company's business also returned to normal, and the sales revenue recovered a good growth trend.

From the 10 science and Technology Innovation Board companies that have published the interim report, we can clearly see signs of better performance in the second quarter.

RuiChuang micro nano's net profit in the first half of the year increased by 376.7%, which was faster than the growth of 102.8% in the same period of last year. At the same time, the second quarter achieved a net profit of 223 million yuan, up 163% month on month. RuiChuang micro nano said that it was mainly due to the rapid increase in the production and sales of uncooled infrared detectors, movements and thermal imagers in the main business of the company during the reporting period.

In addition, the second quarter net profit of 8 companies, including China Resources micro, micro core biology, otevi, Aidi pharmaceutical, Xinpeng micro, earth bear, Lihe micro and Lexin technology, increased month on month in the second quarter.

Among them, Lihe micro achieved a turnaround in the second quarter, while Aidi pharmaceutical's performance in the first quarter was still expected to decrease. In the first half of the year, it turned to a pre growth, and the net profit in the second quarter increased by 6 times on a month on month basis. In the second quarter, the net profit of Huanxin technology increased by more than 35216% compared with that in the second quarter.

"Both macro-economic and micro business data of listed companies show that the economy gradually got rid of the drag of the epidemic situation in the second quarter. At present, the performance forecast shows that the overall growth of the science and technology innovation board is good, and the science and technology innovation board is also the first one to get rid of the impact of the epidemic and rebound quickly A strategic analyst told reporters.

The company's R & D and follow-up earnings ratio are expected to be stable. Ic photo

Information technology and pharmaceutical industry are obviously divided

As far as the industry is concerned, the 66 enterprises listed above are concentrated in the computer, communication and other electronic equipment manufacturing industry, software and information technology service industry, pharmaceutical manufacturing industry and special equipment manufacturing industry, with 28, 28, 18 and 30 enterprises respectively, which are also the advantages of the science and technology innovation board.

In the four industries with relatively sufficient samples, the companies in the software and information technology service industry and the pharmaceutical manufacturing industry can see obvious performance differentiation.

Take the pharmaceutical manufacturing industry as an example, it can be said that "the success of the epidemic, the failure of the epidemic.".

Among them, the net profit of Oriental biology was 463 million yuan in the first half of this year, with a year-on-year increase of 1294.1%. The rapid increase in demand for the new coronavirus antibody test paper and test kit developed by the company has had an important impact on the company's business performance in the first half of the year, and the company's share price has soared since February.

Sansheng Guojian, also in the pharmaceutical industry, was not so lucky. In the first half of the year, the net profit was 87 million yuan, down 179.74%. The company is an innovative drug company focusing on antibody drugs. Due to the reduction of personnel flow, delay in returning to work and transportation obstruction caused by the epidemic, the company's sales and production are affected; on the other hand, with the increase in the number of medical insurance competitive products, the price of competitive products and other factors, the company's products are facing increased market competition, which also has a certain impact on business income.

Fudan Zhangjiang is also engaged in biomedical innovation research, and the net profit in the first half of the year is expected to be between loss and profit. The company said that as it is still in the period of epidemic control, the number and frequency of patients visiting the hospital are still significantly lower than the normal level, and the company's operating performance in the second quarter will still be greatly affected.

In the software information industry, in addition to the impact of the epidemic, or its industry profitability characteristics. Six companies with loss or uncertain performance pointed out that the company's operating income has significant seasonal characteristics, and the company's net profit is mainly realized in the second half of the year, especially in the fourth quarter.

The net profit of the first half of the year is expected to decline significantly. As the global epidemic is still in the process of fermentation, there are risks of uncertainty in the development of global economy and semiconductor industry. At the same time, affected by seasonal factors, the company's operating income has certain seasonal fluctuation characteristics, and the second quarter's operating income accounts for a relatively low proportion of the whole year's operating income.

Abbott also said that the company's operating revenue has significant seasonal characteristics. The company's net profit is mainly realized in the second half of the year, especially in the fourth quarter, and the expenses occur more evenly in the year. Therefore, the company expects to still have seasonal losses in the first half of the year. In addition, Anheng information, Shanshi Wangke and Puyuan information all mentioned the impact of seasonal fluctuations on income.

However, in the industry, Yunyong technology is the only one with net profit of about 30.4443 million yuan - 32.4443 million yuan in the first half of the year, with a year-on-year increase of 165.45% - 182.89%. The company still put forward the policy of safety monitoring at the downstream side of the plant, because of the continuous implementation of the policy of the State Grid.

In fact, the performance differentiation of the science and technology innovation board company is reflected from the data of the 2019 annual report. It is generally believed by the industry that this trend of differentiation may continue. However, on the other hand, scientific and technological innovation oriented growth companies are the main ones, and it is normal that the performance of enterprises in the early stage of growth fluctuates greatly. It is expected that with the follow-up policy support and the high proportion of R & D expenditure, there may be a trend of stable profits and month on month improvement.

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