Text 丨 Li Zhuang
Edit 丨 Cheng Cheng
As of February 19, 13 of Shenwan Electronicss 482 stock stocks released the 2023 Express.These companies include not only wafer founders , as well as new stocks such as Jingyi equipment that have been launched.From the perspective of performance, SMIC is temporarily the profit king of the electronics sector. Its net profit attributable to the mother of 2023 is 4.823 billion yuan; the asset scale has doubled two companies, namely Jingyi Equipment and Core Dynamics.From the perspective of institutional survey, Shanghai Electric Power Co., Ltd. has been adjusted the most this year, reaching 9 times.
13 electronic stocks disclosed 2023 performance express
Overall asset quality is better
Among the 13 electronic stocks that announced the performance report, 12 companies returned to their mothers net profit.-U is negative, and the net profit attributable to the mother is -3.245 billion yuan.Among these companies, although SMIC temporarily ranks the profit king of the Electronics Plate with a net profit of 4.823 billion yuan (see Table 1), but from the year -on -year performance, it will fall by 60.25%year -on -year.
From the perspective of total asset growth, Jingyi Equipment and Core Dynamic Union have achieved a double increase in total assets in 2023, and whileIn contrast, Huanxu Electronics, Yidon Electronics and Youyan Silicons total assets only achieve single digit growth.
In terms of net asset yields, Shanghai Electricity Co., Ltd. leads other companies with 16.84%net asset yield index, followed by the new stock Beijing instrument equipment.If the ROE is measured more than 15%for 4 consecutive years, that is, excluding listed companies since 2020, Shanghai Electricity Co., Ltd. is the only company in the electronics company that announces the performance of the performance express (see Table 2).
Jingyi Equipment: Double assets are the main reason for new shares fundraising
Among the two companies with double total assets, new shares listing financing has become one of the reasons for the rapid increase in corporate assets.
Take Jingyi equipment as an example. As of September 30, 2023, the total assets of Beijing instrumental equipment were 1.430 billion yuan.After the company was listed on November 29, 2023, the net fundraising amount reached 1.266 billion yuan.As of the reporting period, the companys total assets have expanded to 2.861 billion yuan.
In the 2023 performance express, Jingyi Equipment pointed out that the companys "total assets increased by 116.88%compared with the period, mainly due to the companys first public offering of stock raised funds in this issue."In addition, the company" The owner of the owner belonging to the parent company increased by 252.40%compared with the period, mainly due to the significant increase in stock capital and capital reserves in this period, and the increase in operating profit increases caused by increasing uniplied profits. "
According to the performance report, Beijing Instrument Equipment achieved operating income of 742.2831 million yuan in 2023, an increase of 11.84%year -on -year; net profit of home mother was 117.8043 million yuan, an increase of 29.29%year -on -year;85.6553 million yuan, a year -on -year increase of 4.43%.Compared with its 2023 annual performance in the "Announcement of the Listing Board of the Stock Science and Technology Board for the First Public Public Public Publication of the Stock Science and Technology Board" -that is, the estimated operating income is about 70 million yuan to 80 million yuan, a year -on -year increase of 5.47%to 20.53%;Mother net profit is about 110 million yuan to 130 million yuan, an increase of 20.72%year -on -year to 42.67%; non -net profit of returning mother deductions is about 85 million yuan to 105 million yuan, a year -on -year increase of 3.63%to 28.01%, all in the expected rangeEssence
Western Securities has predicted in the research report released by Western Securities in January this year that Jingyi Equipment was 758 million yuan in business revenue in 2023, and its net profit was 134 million yuan.The prediction results of Western Securities exceeded the data released by Jingyi Equipment in the listed announcement and performance express report.In the research report, Western Securities is optimistic about the leading position of Jingyi Equipments domestic semiconductor temperature control equipment.
SMIC:
Observatory 2024 Revenue realizes the increase in the middle single digits
