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隆基股份上半年净利同比增21.3%,刘格菘退出前十大股东

Longji's first-half net profit increased by 21.3% compared with the same period last year, and Liu Gesong withdrew from the top 10 shareholders.

證券之星 ·  Aug 30, 2021 04:21

When trading today, Longji shares rose well, the share price once reached an all-time high, and at a time when everyone was looking forward to its performance, Longji's semi-annual report came.

  The growth rate of net profit is 21.30%.

After today's trading, Longji, whose share price just hit a record high, issued a performance announcement. During the reporting period, the company achieved operating income of 35.098 billion yuan, an increase of 74.26% over the same period last year, and a net profit of 4.993 billion yuan for shareholders of listed companies, an increase of 21.30% over the same period last year.

At this rate of growth, in order to give you an intuitive understanding, let's make a comparison with those in the same industry.

For example, Tongwei shares, its semi-annual report shows that the company's operating income is 26.562 billion yuan, up 41.75% from the same period last year, and the net profit is 2.966 billion yuan, up 193.50% from the same period last year.

For the growth of operating income, Tongwei said that it is mainly due to the expansion of the operation scale of the photovoltaic plate and the increase in product prices. In the first half of the year, the company continued to be full of production and sales, achieving an output of 50600 tons, with an average production cost of 36500 yuan / ton (the average production cost of Leshan Phase I and Baotou Phase I projects was 33700 yuan / ton), and the average gross profit margin of the products was 69.39%.

However, it must be pointed out that Tongwei also has a part of feed business. In the first half of the year, Tongwei feed and industry chain business achieved operating income of 9.895 billion yuan, an increase of 16.59% over the same period last year. Therefore, the situation of Tongwei and Longji can not be compared linearly.

  Shareholders have different opinions.

For Longji's performance, investors have different opinions, some say it is in line with expectations, some say that the performance is thunderous.

However, compared with the emotional statements of shareholders, big funds do not have much action. According to Longji's semi-annual report, the shareholdings of Hillhouse Capital and Chen Fashu remained unchanged in the second quarter; northward funds increased their holdings by 226 million shares to 10.75%; China's Industrial and Commercial Bank of China-SSE 50 traded index securities investment fund replaced Guangfa Technology Pioneer of Liu Gesong as the tenth largest shareholder.

In addition, it is worth noting that in view of the low-cost orders signed in 2020, Longji said that most of the company had completed digestion in the first half of 2021 and further improved the operation and management mechanism. In the first half of 2021, the company realized single crystal wafer shipment 38.36GW and single crystal module shipment 17.01GW.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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