Statistics show that as of August 3 1 day, the number of A-share listed companies has increased to 4,893, with a total market value of 87 trillion yuan. The revenue and profit of the whole market increased year-on-year, reaching 34.47 trillion yuan and 3.25 trillion yuan respectively, with growth rates of 9.3 1% and 3. 16% respectively.
Supporting economic development, A-shares contributed nearly 1/3 of tax revenue, among which head companies with a market value of 100 billion accounted for more than 50%, which activated the development momentum. However, it should be noted that while the A-share market continues to advance, listed companies also have various problems such as performance fluctuation and profit differentiation. There is still a long way to go to improve the quality of listed companies.
The net profit of five major industries, such as non-ferrous metals, increased the most.
Throughout the A-share market, 2,963 listed companies achieved revenue growth in the first half of the year, accounting for 60.64%. Among them, there are 524 companies whose growth rate exceeds 50%, accounting for 10.438+0%.
From the perspective of industry categories, the five major sectors of nonferrous metals, coal, power equipment, petroleum and petrochemical, and communications have the highest increase in revenue and profit, among which the increase in non-ferrous net profit ranks first in all major industries, reaching 103.09%.
According to industry analysis, there are three reasons for the high net profit of the five major industries such as nonferrous metals in the first half of the year: first, the development of new energy industry promotes the growth of nonferrous metals and power equipment industries; Second, the global energy supply is tight, which promotes the growth of coal, oil and petrochemical industries with rising upstream prices of traditional energy; Third, under the influence of the new infrastructure policy, the communication industry is booming.
According to the analysis of the Academic Advisory Committee of China Association of Listed Companies, under the background of global energy substitution, the track of new energy vehicles is booming, and the development of industrial chain is gradually shifting from policy-driven to market-driven. The sharp increase in downstream orders for new energy vehicles has brought about an increase in demand for spare parts and raw materials, while profits have gradually poured into upstream enterprises that produce energy storage batteries or mine energy metals, and the growth of the industrial chain has been transmitted from downstream to upstream.
This phenomenon is particularly obvious in the performance of net profit growth of A-share listed companies: 28. 14% of the net profit growth of power equipment industry is contributed by battery industry; 53. 15% of the non-ferrous metal industry's net profit growth is contributed by the energy metal industry's net profit growth; The net profit growth of energy metals is almost entirely driven by the core raw material "lithium" in the upstream of the new energy automobile industry chain.
Compilation basis: industrial chain diagram of Yidong value platform
The income of listed companies in science and technology innovation board increased by 33.32%
As far as the revenue growth rate of listed companies in the A-share sector is concerned, in the first half of the year, the revenue growth rate of listed companies in the science and technology innovation board reached 33.32%, ranking first in all sectors.
Through the sample pool analysis of listed companies in the past three years, the total revenue and net profit of science and technology innovation board increased by 35.72% and 30.35% in the first half of the year. The number of listed companies with net profit growth accounted for 53.73%, among which the listed companies with scientific and technological attributes grew prominently, especially the performance growth.
In addition, it is worth mentioning that since the implementation of the A-share IPO registration system, the listing speed of enterprises has accelerated. As of August 3 1 day, there were 254 A-share IPO companies, including GEM 100, 82 science and technology innovation board companies and 3 1 company of North Exchange, accounting for 83.86% of the registered companies. The IPO fundraising situation is equally gratifying. In the first eight months alone, the scale of fund-raising reached 4089.3 1 100 million yuan, with a median of 899 million yuan, a year-on-year increase of 44%.
It should be noted that with the continuous improvement of the A-share system, the number of delisting companies has reached a historical peak. In the second year of the implementation of the new regulations, 46 companies withdrew from the market in the first eight months alone, an increase over the same period last year.
Statistics show that in the first half of 2023, the net profit of 1 186 listed companies decreased by 50%, accounting for 24.24% of the total number of listed companies, which was nearly 2.5 times higher than that of 202 1. At the same time, the distribution of net profit increase and decrease in the first half of 2023 is completely different from the "normal distribution" of revenue. 43.58% of listed companies' performance fluctuates greatly, and the polarization trend of net profit is obvious. The number of companies whose growth rate and loss rate exceed 50% is much higher than the middle range.
Articles of association of listed companies
As far as market value is concerned, there are 34 12 companies with the market value of A-shares below 654.38+0 billion, accounting for 69.73%, of which the total market value of privately held listed companies decreased from 42.8 1% to 40.89%, down 654.38+0.92% year-on-year. Although the revenue increased compared with the first half of 20021,the net profit decreased to 17.03%, which was less than 20% of the total net profit of all A-share listed companies. It can be seen that private listed companies have been accurately freed.
Relevant data show that the cash conversion cycle of A-share listed companies has increased from 182.84 days and 5438+0 days in the first half of 2026 to 18 days in the first half of 2023. About 57.85% of listed companies' cash conversion cycle has increased compared with the same period of last year, and the cash flow situation has slightly deteriorated.
As far as the net loss rate of the industry is concerned, as of the end of August, the net assets of 340 listed companies in * * * fell below, accounting for 8.73%. In addition to the special banking industry, the steel and real estate industries have become the high-risk places for net-breaking stocks, accounting for 48.89% and 43.48% respectively.
This article is from China Fortune Network.
Related Questions and Answers: How many A shares * * * are RMB ordinary shares, which are issued by companies registered in China and listed in China and denominated in RMB for domestic institutions, organizations or individuals (Hong Kong, Macao and Taiwan residents can open A-share accounts from April 20 13) to subscribe and trade in RMB. The English letter A has no practical significance, but is only used to distinguish ordinary RMB stocks from special RMB stocks. A shares are not physical shares. Electronic recording, paperless, implementation of "T+ 1" delivery system, price limit (10%). The participating investors are Chinese mainland institutions or individuals. According to the different places of listing and investors, the stocks of listed companies in China are divided into A shares, B shares and H shares. On June 27, 2020, the CSRC issued a notice to the securities and futures exchanges, which were closed on June 38, 2020 and opened as usual on February 3. On June 5, 2005, 165438+ The People's Bank of China jointly issued the Interim Measures for the Administration of Domestic Securities of Qualified Foreign Institutional Investors, allowing qualified foreign institutions approved by the CSRC and the State Administration of Foreign Exchange to invest in A shares. A shares are also called RMB common shares, tradable shares, public shares and common shares. Refers to the common stock registered in Chinese mainland and listed in Chinese mainland. Subscribe and trade in RMB. A shares are not physical shares. Electronic recording, paperless, implementation of "T+ 1" delivery system, price limit (10%). The participating investors are Chinese mainland institutions or individuals. On April 2, 2065438, China Securities Depository and Clearing Co., Ltd. issued a notice, clarifying that the A-share market was fully liberalized from April 3, 2065438. From 13, both natural persons and institutional investors can open multiple A-share accounts and closed-end fund accounts according to actual needs, with a maximum of 20 accounts. In other words, investors who can only have one securities account in one securities company will be able to open as many as 20 accounts in 20 securities companies. The number of A shares has changed. Basically, companies are listed on the Shenzhen Stock Exchange or the Shanghai Stock Exchange every day, and then they can trade in the A-share market. At present, there are 4,499 stocks in the A-share market, including 4,367 stocks opened and 32 stocks closed/kloc-0. Among the 4367 stocks opened, there are more than 400 new shares, 25 with less than 2 shares, and *ST shares have 108, all of which are about to be delisted.