Structural recovery continues to close 60% in 941 companies in three quarters

Forecast three quarterly performance of the 941 companies in nearly 60% pre-hi, concentrated in machinery and equipment, electronic chemicals, information services and other industries in the first half of the cyclical industry rebound, rapid growth of emerging industries and other factors driven by the steady growth of listed companies, three quarters of this structural recovery trend is still continuing. Wind data show that there are 941 listed companies in Shanghai and Shenzhen have disclosed three quarterly performance forecasts, the company accounted for about 60%.　　From the three quarter performance, cyclical industry continued to rebound, TMT and other emerging industries continue to maintain a rapid growth, which makes the overall performance of listed companies is expected to further improve. Performance growth is expected to improve the data show that in the disclosure of the three quarterly results of the 941 companies, a total of 393 companies in advance, 48 corporate losses, 116 companies continue to profit, the company accounted for about 60%.　　In addition, 220 companies have been reduced, 146 companies lost and 18 companies are uncertain. This year, the performance of listed companies to increase the growth of the momentum of the chain. Overall, the first quarter of the performance of listed companies Rose 10.36%, following last year's fourth-quarter results after the stabilisation.　　In the second quarter, net profits of listed companies Rose 11.98% Year-on-year, the highest quarterly profit growth since 2012. According to the Chinese Securities News reporter calculates, if according to the current listed company disclosed the net profit estimated growth median estimate, after deducting the not to be compared to the 800 companies in the first three quarters expected to achieve net profit 85.8 billion yuan, year-on-year growth of about 12%.　　Net profit growth is expected to rise further in the third quarter of this year as the results are relatively low in the third quarter of last year. Statistics show that among the 393 companies, 60 companies expect net profit growth of more than 100% in the first three quarters, with 194 companies expected to grow more than 50%. Currently disclosed in the three quarterly forecasts, the highest increase in performance is the number of the world Rongchao. The company is expected to achieve a net profit of 430 million to 450 million yuan in the first three quarters, up from 4,600% to 4,800% year-on-year. The company said that the performance growth mainly due to the transfer of equity shares in the investment income and the carry-over of commercial housing income than a year earlier increase.　　The first half of this year, the world Rongchao has recorded a net profit of 412 million yuan, an increase of 2027.89%. It can be seen that some companies in the transfer of assets to obtain a one-time income, resulting in a significant increase in performance. Xin Mao technology is expected to achieve the first three quarters of the net profit of about 33 million yuan, the growth rate of about 2673.11%.　　The company said that the performance compared with the same period last year, the main department of the transfer of Chinese Heaven 3rd real Estate, resulting in about 100 million yuan of non-recurrent profit and loss. In contrast, there are a number of companies due to the sales rebound, performance has increased. Central shares are expected to achieve a net profit of 40 million to 50 million yuan in the first three quarters, with a growth rate of 1692% to 2,140%.　　The company said that through the development of foreign market sales channels, increased sales share. Cycle industry continued to rebound from the industry distribution, the preIncrease the company mainly concentrated in machinery and equipment, electronics, chemicals, information services, pharmaceutical biology and other industries, especially in the first half of the cyclical industry stabilisation momentum in the three quarter will continue. As a cyclical industry closely related to the investment in fixed assets, the machinery industry is driven by a weak macroeconomic recovery, which has shown a steady trend. At the same time, due to many industry of machinery industry, the demand environment is different, the performance of the subdivision field is different. Of the 165 machinery companies currently disclosing three quarterly results, 66 have been increasing.　　Among them, Ding Han technology, Goldwind technology, three-variable technology, such as electrical equipment companies in the pre-growth rate. Ding Han technology is expected, the first three quarters of railway investment and construction will continue to maintain a good momentum of progress. With the start-up of the new High Iron project and the implementation of the company's orders in the hand subway, the company will steadily improve its performance. The company is expected to achieve a net profit of 27.2754 million to 28.0401 million yuan in the first three quarters, up from 970% to 1000% year-on-year.　　With increased revenue and increased cost control, Goldwind is expected to achieve a net profit of 173 million to 193 million in the first three quarters, up from 350% to 400% per cent. For the performance of the machinery industry, Hongyuan Securities that the second half of the industrial chain based on traditional investment is still at the bottom of the machinery and equipment, but the new economy is pulling the newly-emerging machinery and fine molecule industry will usher in more opportunities for growth.　　Among them, robot industrialization, the beautiful China brings the environmental protection equipment, the elevator demand release as well as the consumer upgrades related machinery industry will maintain the fast development.　　Southwest Securities research shows that, as of the end of the disclosure, machinery and equipment sub-industry, transportation equipment, instrumentation, general machinery manufacturing, electrical machinery and equipment manufacturing, special equipment, etc. are all kinds of institutions heavy warehouse hold. The petrochemical industry, which also reflects economic well-being, continued to improve in the three quarter. There are currently 43 chemical companies in the first three quarters of the advance. Rainbow Refinement, Weiyuan biochemical, Huafeng spandex and other companies have increased markedly. Citic Securities that the three quarter of the petrochemical industry earnings quarter-on-quarter Improvement has been clear, PetroChina, Sinopec Three quarterly refining business earnings will be better than the first quarter. Chemical products in August by the cost of driving the price rises, September-October will usher in demand season. Data show that August butadiene, butyl acrylate, methanol and other varieties of prices have a large increase.　　9, October downstream textile, construction, packaging and other industries into the demand season, driving related varieties of price promotion. Also benefiting from the rebound in prices, the performance of the non-ferrous metals industry in the three quarter is expected to improve. According to GF Securities statistics, after June, domestic rare earths, copper and other metal prices have rebounded significantly, will help the relevant listed companies three quarter performance improvement.　　From the current disclosure of performance forecasts, there are 8 non-ferrous metal companies, including sea shares, clouds of metal, Yunnan germanium industry and other companies, mainly in metal materials, small metal and other fields. If the cyclical industry is divided into the upper and middle reaches of the upstream cyclical industries such as coal mining industry is still in the relative bottom, but the middle and lower weeksThe period of industry such as machinery, chemical industry, delivery, real estate and other industries as the demand to improve and show continued improvement.　　Highlights of emerging industries bursting in the cyclical industry to continue the momentum of recovery, the new urbanization, information consumption and other emerging industries have gradually taken over the leading economic growth "baton" to support the overall performance of listed companies improve the important factor. From the first half of the performance of the electronics, information services, information equipment, TMT industry performance growth and gross profit margins have maintained a high level, and this feature in the three quarter is still more obvious. Statistics show that at present, 45 information services companies have disclosed three quarterly forecasts, the number of pre-add a total of 26, accounted for more than half, and most of the advance increase in more than 40%. Among them, brilliant technology is expected to achieve January-September net profit of 12 million yuan to 16 million yuan, the year-on-year growth of 1444.2% to 1958.94%. The media is expected to increase by 100% to 150%.　　China News media, Canton Tatsu, Zhejiang Newspaper Media, Beyondsoft technology and other companies are expected to the first three quarters of the net profit growth. As the development direction of China's high-end manufacturing industry, the electronics industry has played an important role in economic restructuring and industrial transfer. At present, 66 electronics industry listed companies have 29. Among them, LED, integrated circuit and other sub industries related company performance growth. Insiders believe that in the three quarter of the new frequency out of the lead, the trend of the electronics industry is still bullish. The research of Changjiang securities shows that the battery industry is in the process of industrial transfer, and the beneficial trend of related enterprises is very obvious. The precise structural parts benefit from the user's drive to transfer the product experience from the internal performance chip to the appearance structure. With the whole electronic industry manufacturing gradually to automation, the relevant Automation electronics equipment sub-industry prospects are also worth watching.　　LED is expected to usher in demand and profitability improvement. At the same time, the pharmaceutical biology industry in the traditional aperiodic industry still maintains relatively stable performance growth. Of the 56 pharmaceutical companies that disclosed the three quarterly forecasts, 35 have been in advance, accounting for more than 60%, most of which are Chinese medicine companies. From the disclosure of institutional holdings, the pharmaceutical industry as a whole has been overweight.　　According to the statistics of the Southwest Securities, the securities companies and the Social Security Fund have carried on the overall overweight of the medicine stock; Third quarterly performance forecast of the larger number of companies with the name of the industry three quarterly results of the first half of net profit (million) the first half of the net profit growth rate (%) the World Rongchao real estate net profit of 430 million to 450 million yuan, the growth rate of 4,600% to 4,800% 41246.49 202 7.89 Xin Mao Science and technology information equipment net profit of about 33 million yuan, the growth rate is about 2673.11% 5023.47 263.60 BYD's net profit of the delivery equipment 430 million yuan to 477 million yuan, the growth rate is 1959% to 2,184% 42693.80 2524.24 China Central shares electronic net profit of 40 million to 50 million yuan, the growth rate is 1692% to 2,140% 2800.22 176.69 Jin pu titanium pharmaceutical bio Net profit 60 million to 65 million yuan, the growth rate is 1915.18% to 2083.11% 4 053.39-30.02 Brilliant technology information Services net profit of 12 million yuan to 16 million yuan, the growth rate of 1444.2% to 1958.94% 1019.04 316.82 Rong Sheng Microelectronics net profit of 3 million yuan to 6 million yuan, the growth rate of 775% to 1649% 18 5.56 253.53 Southland Real Estate net profit 157.56 million to 181.8 million yuan, the growth rate is 1200% to 1400% 11660.95 926.80 Jin Feida textile Clothing net profit 98 million yuan to 102 million yuan, the growth range is 1190% to 1240% 910 4.60 1279.65 Rainbow Refined Chemical net profit of 56.4 million to 58.75 million yuan, the growth rate of 1077.23% to 1126.28% 3125.03 3996.32 Jia Pharmaceutical Pharmaceutical Bio Net profit of 11 million to 12 million yuan, the growth rate is 985.45% to 10 84.13% 737.56 382.21 Ding Han technical machinery equipment net profit of 27.2754 million to 28.0401 million yuan, the growth rate is 970% to 1000% 1908.50 1333.00 Huafeng spandex Chemical net profit 135 million to 175 million Yuan 8021.41 361.09 the net profit of the development of food and beverage in Tibet is 141.67 million to 151.51 million yuan, the growth rate is 620% to 670% 13844.62 1364.04 data Source: Wind Tabulation: Uping more than 60% SME company three quarterly performance pre-Hi-reporter Zhang Jie compared to the GEM board Weakness of the performance of the show, the SME board listed companies three quarter performance is significantly better. Wind data show that as of September 22 when the reporter press, 696 of the listed companies have all disclosed the 2013-year quarterly performance notice.　　Among them, the performance and the loss of enterprises are 328 and 18 respectively, the surplus of the enterprise has 113, the performance of the SME Board company accounted for up to 65.95%. Overall performance better this year, the overall performance of the SME board listed companies better than other sectors.　　Wind data show that, up to now, the two cities 2,467 listed companies have disclosed three quarterly performance notice of more than 900. The listed companies that have disclosed the three quarterly reports have found that the top ten companies with the largest performance increase accounted for 80%. of which the world Rongchao to a net profit increase of 4600%-4800% won the championship. In addition to the world Rongchao, BYD and central shares in the three-quarter net profit growth of more than 20 times times. However, as the three quarter is the traditional off-season of the auto industry, mobile phone parts business is expected to reduce orders, and solar business will still drag on overall performance, BYD is expected to achieve net profit of about 430 million to 477 million yuan in the first three quarters, with an increase of 19.59 times to 21.84 times times, less than 25 times times the first half of its shareholder net profit.　　The semi-annual report shows that the three quarter is expected to be the profit of BYD's business, three quarterly net profit of about 3 million to 50 million yuan. Wind data show that only the three quarterly SME growth rate of more than 100% of the company has 55, accounting for similar growth in the total number of a-share company "half."　　One of the machinery and equipment, chemical, electronic information industry companies are the main force. Huafeng Spandex is expected to achieve a net profit of 135 million yuan to 175 million yuan in January-September, an increase of 572.11% to 771.25%. Su Ying, an analyst at Shanxi Securities, said the big increase in spandex prices was an important reason for its performance growth.　　The report shows that the company in the third quarter of 2013 net profit of about 54 million yuan to 95 million yuan, although the third quarter is the traditional off-season, but because the end of August, the price of spandex continued to rise, the company three quarter net profit will be significantly better than two quarters. In addition, information technology and electronic manufacturing are expected to continue to benefit in the three quarter of the industry boom. Central technology, Yung-won Ultra micro, Infineon Billiton, the sea to reach and other companies are expected to increase the first three quarters of the performance of more than 200%. Yung-won ultra micro-forecast in the first three quarters of the company to achieve net profit of 3 million yuan to 6 million yuan, the year-on-year growth of 775% to 1649%.　　Infineon Billiton estimated the first three quarters to achieve losses, January-September company net profit of about 20 million to 33 million yuan, the main reason for the company's performance changes in domestic sales improved. Vigilant performance of the economic restructuring of landmines to many high-tech, high growth of small and medium-sized enterprises have brought opportunities for development, but also to the industry segmentation, limited business coverage of enterprises suffering pain.　　Wind data show that 696 of the first three quarters of the company, 55 companies estimated net profit first loss and continued deficit, the reduction of 179. HTC forecast that the first three quarters of this year, the company's net profit loss of about 220 million yuan to 200 million yuan. The company said that the major losses during the reporting period were mainly attributable to the fire of the Company (formerly the Changjiang Branch), which occurred on November 8, 2012, although the direct loss was small, but according to government departments, January 2013 to May in the early part of the rectification treatment of by-products and monomers, the cost of large, low output, Leading to the first half of the company's revenue of only 28.55 million yuan, net profit loss of 139 million yuan (of which fixed assets impairment of 83.756 million yuan). In addition, the company also said that the European debt crisis caused by the downstream market of silicone rubber, which is home appliance accessories industry as the silicone rubber downstream market severely atrophy. The company announced its withdrawal from the silicone monomer production industry in response to the current unfavourable environment.　　Although the same as electronic products manufacturing enterprises, seven-Hi holding 2013 years ago three quarter results are not optimistic. The company expects January-September net profit will lose 45 million yuan to 40 million yuan.　　The company has put most of the energy into the smartphone field according to the plan, and improve and optimize the incentive mechanism, but affected by the market environment, the current effect is less than expected. In recent years, with the impact of smartphones and mobile terminals, the PC market has developed far less than expected and showed a downward trend. Gross profit margin of the company's main business began to decline markedly since 2006. To achieve breakthrough, the company hot into the online game market. However, game development and replacement speed, the company as a new entrants, game development experience and talent reserves are not enough, may face greater market competition.