截至8月31日,深市上(shang)市公司全部如期披露2017年半年度(du)報告。2017年上(shang)半年,深市公司實現(xian)平均營業總收入(ru)22.8億元(yuan),同(tong)(tong)比(bi)增(zeng)長26.39%,實現(xian)平均歸屬(shu)于母(mu)公司股東的凈(jing)利潤(run)1.63億元(yuan),同(tong)(tong)比(bi)增(zeng)長25.25%;剔除金融業后,平均營業總收入(ru)和(he)平均凈(jing)利潤(run)分別增(zeng)長26.25%和(he)28.57%,增(zeng)速創3年來最(zui)高水平,折射出經(jing)濟發(fa)展穩中(zhong)向好的態(tai)勢(shi)。與此同(tong)(tong)時,深市主(zhu)板、中(zhong)小板、創業板各具特(te)色(se),多(duo)層次(ci)市場(chang)呈(cheng)現(xian)蓬勃發(fa)展的良好勢(shi)頭。
推進供給側改革
成效初顯
從行(xing)業(ye)(ye)(ye)(ye)(ye)情況(kuang)看,18個行(xing)業(ye)(ye)(ye)(ye)(ye)中有(you)13個行(xing)業(ye)(ye)(ye)(ye)(ye)業(ye)(ye)(ye)(ye)(ye)績(ji)同比(bi)增長。占深(shen)市公(gong)司數量(liang)近七成(cheng)的(de)制(zhi)(zhi)(zhi)(zhi)造業(ye)(ye)(ye)(ye)(ye)公(gong)司平(ping)均營(ying)業(ye)(ye)(ye)(ye)(ye)總收入和(he)(he)凈(jing)利潤分別增長29.23%和(he)(he)40.26%,黑色(se)金屬冶(ye)煉和(he)(he)壓延加(jia)工業(ye)(ye)(ye)(ye)(ye)、有(you)色(se)金屬冶(ye)煉和(he)(he)壓延加(jia)工業(ye)(ye)(ye)(ye)(ye)、化學原料和(he)(he)化學制(zhi)(zhi)(zhi)(zhi)品(pin)制(zhi)(zhi)(zhi)(zhi)造業(ye)(ye)(ye)(ye)(ye)、專(zhuan)用設備制(zhi)(zhi)(zhi)(zhi)造業(ye)(ye)(ye)(ye)(ye)等(deng)傳統制(zhi)(zhi)(zhi)(zhi)造業(ye)(ye)(ye)(ye)(ye)業(ye)(ye)(ye)(ye)(ye)績(ji)明顯回升;電氣機(ji)械和(he)(he)器材制(zhi)(zhi)(zhi)(zhi)造業(ye)(ye)(ye)(ye)(ye)、醫藥制(zhi)(zhi)(zhi)(zhi)造業(ye)(ye)(ye)(ye)(ye)、汽車制(zhi)(zhi)(zhi)(zhi)造業(ye)(ye)(ye)(ye)(ye)等(deng)子(zi)行(xing)業(ye)(ye)(ye)(ye)(ye)受益于消費升級和(he)(he)智能(neng)(neng)制(zhi)(zhi)(zhi)(zhi)造,業(ye)(ye)(ye)(ye)(ye)績(ji)保持兩位數增長。公(gong)共環(huan)保業(ye)(ye)(ye)(ye)(ye)、信息技術業(ye)(ye)(ye)(ye)(ye)、商務服務業(ye)(ye)(ye)(ye)(ye)和(he)(he)運輸(shu)倉儲業(ye)(ye)(ye)(ye)(ye)等(deng)代表新發(fa)展動能(neng)(neng)的(de)行(xing)業(ye)(ye)(ye)(ye)(ye)營(ying)業(ye)(ye)(ye)(ye)(ye)總收入增幅均超過(guo)30%。
深市(shi)上(shang)(shang)市(shi)公司(si)(si)推進供給(gei)側結(jie)構性改革(ge)成(cheng)效初步(bu)顯現。“去(qu)產(chan)(chan)能”方面,采礦業(ye)(ye)(ye)上(shang)(shang)半(ban)(ban)年固(gu)定資(zi)(zi)產(chan)(chan)投(tou)資(zi)(zi)金額(e)同比(bi)下降(jiang)11.1%,制(zhi)造業(ye)(ye)(ye)中(zhong)(zhong)的(de)黑色金屬冶煉和(he)壓延加工(gong)業(ye)(ye)(ye)、化學(xue)纖維制(zhi)造業(ye)(ye)(ye)在業(ye)(ye)(ye)績攀升的(de)情況下,固(gu)定資(zi)(zi)產(chan)(chan)投(tou)資(zi)(zi)額(e)與上(shang)(shang)年同期基(ji)本持平。“去(qu)庫存(cun)”方面,截至6月(yue)末(mo),深市(shi)公司(si)(si)存(cun)貨(huo)余額(e)占總資(zi)(zi)產(chan)(chan)的(de)比(bi)例為(wei)14.13%,比(bi)上(shang)(shang)年同期下降(jiang)0.61個百分(fen)點。房地產(chan)(chan)業(ye)(ye)(ye)公司(si)(si)存(cun)貨(huo)余額(e)占總資(zi)(zi)產(chan)(chan)的(de)比(bi)例由2016年6月(yue)末(mo)的(de)58.67%下降(jiang)至2017年6月(yue)末(mo)的(de)53.84%。“補短板(ban)”方面,上(shang)(shang)半(ban)(ban)年,深市(shi)公司(si)(si)研(yan)發投(tou)入(ru)金額(e)共計998.96億元(yuan),同比(bi)大(da)幅(fu)增長24%。如中(zhong)(zhong)興通訊全方位布局“5G”技術(shu),其2017年上(shang)(shang)半(ban)(ban)年研(yan)發投(tou)入(ru)達66.77億元(yuan)。截至目前,深市(shi)高新(xin)技術(shu)企業(ye)(ye)(ye)已達1459家,中(zhong)(zhong)小板(ban)和(he)創業(ye)(ye)(ye)板(ban)中(zhong)(zhong),80%的(de)公司(si)(si)為(wei)高新(xin)技術(shu)企業(ye)(ye)(ye)。
服務實體經濟
踐行國家戰略
深市上(shang)市公(gong)司(si)積極踐行國(guo)家(jia)(jia)創新驅動發展戰略。報(bao)(bao)告期(qi)內,深市764家(jia)(jia)(占比(bi)37.88%)戰略性(xing)新興產業(ye)(ye)公(gong)司(si)營業(ye)(ye)總(zong)收入和(he)凈利潤(run)同比(bi)增(zeng)長(chang)(chang)32.09%和(he)26.93%。各細分(fen)產業(ye)(ye)亦呈(cheng)現諸多亮(liang)點,折射出我國(guo)經(jing)濟(ji)轉型的側(ce)影和(he)正在(zai)形成的突破口。深市高端裝備制造業(ye)(ye)公(gong)司(si)已達(da)到100家(jia)(jia),報(bao)(bao)告期(qi)內營業(ye)(ye)總(zong)收入和(he)凈利潤(run)分(fen)別(bie)增(zeng)長(chang)(chang)37.57%和(he)210.29%。新一代(dai)信息(xi)技(ji)術(shu)產業(ye)(ye)公(gong)司(si)已突破250家(jia)(jia),當中不乏(fa)海康威視(shi)、京東方、網宿科技(ji)等行業(ye)(ye)領軍(jun)企(qi)業(ye)(ye),報(bao)(bao)告期(qi)內營業(ye)(ye)總(zong)收入和(he)凈利潤(run)分(fen)別(bie)同比(bi)增(zeng)長(chang)(chang)31.75%和(he)31.07%。
2016年(nian)(nian)重(zhong)組(zu)新規發(fa)布后,產(chan)業(ye)整合型和轉型升級型并購(gou)重(zhong)組(zu)逐漸成(cheng)為(wei)深市公(gong)(gong)司(si)重(zhong)大(da)資(zi)產(chan)重(zhong)組(zu)方(fang)(fang)案的(de)主流。標的(de)資(zi)產(chan)溢(yi)價(jia)率(lv)趨(qu)于理性,以深市主板為(wei)例(li),2016年(nian)(nian)上(shang)半(ban)(ban)(ban)年(nian)(nian)、2016年(nian)(nian)下半(ban)(ban)(ban)年(nian)(nian)和2017年(nian)(nian)上(shang)半(ban)(ban)(ban)年(nian)(nian)披(pi)露的(de)重(zhong)組(zu)方(fang)(fang)案中(zhong),標的(de)資(zi)產(chan)平均(jun)溢(yi)價(jia)率(lv)分別為(wei)803%、580%和361%。并購(gou)重(zhong)組(zu)對促進(jin)產(chan)業(ye)整合、助(zhu)力企業(ye)踐行(xing)供給(gei)側(ce)結構性改革方(fang)(fang)面(mian)的(de)作用(yong)愈加凸(tu)顯(xian),上(shang)市公(gong)(gong)司(si)業(ye)績出現明顯(xian)提升。據(ju)統計,2016年(nian)(nian)完成(cheng)重(zhong)組(zu)的(de)公(gong)(gong)司(si),其2017年(nian)(nian)上(shang)半(ban)(ban)(ban)年(nian)(nian)營業(ye)總收(shou)入同(tong)(tong)比增(zeng)長29.66%,凈(jing)利潤同(tong)(tong)比增(zeng)長144.73%,顯(xian)著高于深市平均(jun)水平。2017年(nian)(nian)上(shang)半(ban)(ban)(ban)年(nian)(nian),深市公(gong)(gong)司(si)共(gong)完成(cheng)90單重(zhong)大(da)資(zi)產(chan)重(zhong)組(zu),涉及金額3219.71億(yi)元,交易金額比上(shang)年(nian)(nian)同(tong)(tong)期(qi)大(da)幅(fu)增(zeng)長66.17%。
與此(ci)同時,深市(shi)上(shang)(shang)市(shi)公(gong)(gong)(gong)司深度參與“一(yi)(yi)帶(dai)一(yi)(yi)路”建(jian)設。據不完(wan)全統計,深市(shi)有280余家(jia)公(gong)(gong)(gong)司通(tong)過(guo)設立子公(gong)(gong)(gong)司或制造基地、創建(jian)研發中心、開(kai)展境外(wai)并購(gou)(gou)、承接工程(cheng)項目等多種形式(shi)開(kai)展“一(yi)(yi)帶(dai)一(yi)(yi)路”建(jian)設,如沙隆達通(tong)過(guo)發行股份購(gou)(gou)買資產的方式(shi)作價184.71億元(yuan)收購(gou)(gou)農(nong)業化(hua)工巨頭AMADA,促進我國農(nong)藥產品的結構性調(diao)整,恒逸石化(hua)非公(gong)(gong)(gong)開(kai)發行募集資金38億元(yuan)投建(jian)文(wen)萊PMB石油化(hua)工項目。上(shang)(shang)述(shu)公(gong)(gong)(gong)司2017年(nian)(nian)上(shang)(shang)半年(nian)(nian)營業總收入和凈利(li)潤分別同比(bi)增(zeng)長28.18%和40.12%。
深市(shi)上市(shi)公(gong)司(si)(si)積極履行社(she)會責(ze)任,回(hui)(hui)報股(gu)(gu)東、回(hui)(hui)饋社(she)會。在回(hui)(hui)報股(gu)(gu)東方面,共有56家(jia)公(gong)司(si)(si)推出年中現金(jin)分紅(hong)方案,分紅(hong)金(jin)額合(he)計60.79億元(yuan)。創(chuang)業板公(gong)司(si)(si)電連(lian)技(ji)術推出了“每10股(gu)(gu)現金(jin)股(gu)(gu)利10元(yuan)”的(de)分紅(hong)方案。在回(hui)(hui)饋社(she)會方面,2017年上半(ban)年深市(shi)公(gong)司(si)(si)投入資金(jin)及物資折款總(zong)金(jin)額達到49.91億元(yuan),幫助超(chao)過73000人(ren)次建檔(dang)立卡貧(pin)困人(ren)口實現脫貧(pin),“精準扶(fu)貧(pin)、實效扶(fu)貧(pin)”貫穿(chuan)扶(fu)貧(pin)工(gong)作(zuo)的(de)全(quan)過程(cheng)。
主板中小板創業板
持續差異化發展
上半年,深市(shi)主(zhu)(zhu)板公(gong)司(si)實現(xian)平(ping)均(jun)營業(ye)總收(shou)入51.23億(yi)(yi)元(yuan),同(tong)比(bi)增長(chang)(chang)24.95%;實現(xian)平(ping)均(jun)凈(jing)利(li)潤(run)(run)3.32億(yi)(yi)元(yuan),同(tong)比(bi)增長(chang)(chang)34.01%。深市(shi)主(zhu)(zhu)板市(shi)場化藍籌群體表現(xian)亮眼,美的(de)集團半年度銷售收(shou)入破(po)千(qian)億(yi)(yi)、凈(jing)利(li)潤(run)(run)破(po)百億(yi)(yi),格力(li)電器凈(jing)利(li)潤(run)(run)同(tong)比(bi)增長(chang)(chang)47.6%,平(ping)安(an)銀行、萬科、五糧(liang)液(ye)等公(gong)司(si)業(ye)績(ji)持(chi)續(xu)攀升。主(zhu)(zhu)板國(guo)有上市(shi)公(gong)司(si)通過并(bing)購重組、再融資、市(shi)場化債(zhai)轉股(gu)、股(gu)權激(ji)勵等方式(shi)踐行國(guo)企改革,2017年上半年平(ping)均(jun)凈(jing)利(li)潤(run)(run)同(tong)比(bi)增長(chang)(chang)55.81%。
作(zuo)為(wei)培育行業龍頭和(he)領軍企業的(de)搖籃,中(zhong)(zhong)小(xiao)(xiao)板(ban)聚集了一大批細分行業優(you)秀公(gong)(gong)司(si)(si)(si),在經(jing)濟發展中(zhong)(zhong)發揮了良好的(de)示(shi)范和(he)引領作(zuo)用。2017年(nian)上半年(nian),中(zhong)(zhong)小(xiao)(xiao)板(ban)公(gong)(gong)司(si)(si)(si)實(shi)現平均(jun)營業總(zong)收(shou)(shou)入(ru)19.35億(yi)元(yuan),同(tong)比(bi)增(zeng)(zeng)長26.68%;實(shi)現平均(jun)凈(jing)利潤(run)1.44億(yi)元(yuan),同(tong)比(bi)增(zeng)(zeng)長23.2%,21家(jia)公(gong)(gong)司(si)(si)(si)營業總(zong)收(shou)(shou)入(ru)超過100億(yi)元(yuan),16家(jia)公(gong)(gong)司(si)(si)(si)凈(jing)利潤(run)超過10億(yi)元(yuan),越來(lai)越多的(de)中(zhong)(zhong)小(xiao)(xiao)板(ban)公(gong)(gong)司(si)(si)(si)利用資本市場平臺做(zuo)優(you)做(zuo)強,逐步成長為(wei)優(you)質藍籌企業。中(zhong)(zhong)小(xiao)(xiao)板(ban)凈(jing)利潤(run)前30名的(de)公(gong)(gong)司(si)(si)(si)主要集中(zhong)(zhong)在金融、計算機(ji)通信、設(she)備制造、醫藥等領域,實(shi)現平均(jun)營業總(zong)收(shou)(shou)入(ru)108.09億(yi)元(yuan),同(tong)比(bi)增(zeng)(zeng)長24.54%,實(shi)現平均(jun)凈(jing)利潤(run)14.34億(yi)元(yuan),同(tong)比(bi)增(zeng)(zeng)長28.83%。
創(chuang)(chuang)(chuang)業(ye)(ye)(ye)板(ban)踐行“創(chuang)(chuang)(chuang)新(xin)驅動發(fa)展”戰略(lve),總(zong)(zong)(zong)體(ti)(ti)業(ye)(ye)(ye)績繼續增(zeng)(zeng)長(chang)。2017年上半(ban)年,創(chuang)(chuang)(chuang)業(ye)(ye)(ye)板(ban)公(gong)司平均(jun)營(ying)(ying)業(ye)(ye)(ye)總(zong)(zong)(zong)收入同(tong)(tong)比增(zeng)(zeng)長(chang)33.27%;凈利潤(run)同(tong)(tong)比增(zeng)(zeng)長(chang)6.02%。剔除(chu)溫氏股份(fen)及(ji)樂(le)視(shi)網的影響,創(chuang)(chuang)(chuang)業(ye)(ye)(ye)板(ban)公(gong)司平均(jun)營(ying)(ying)業(ye)(ye)(ye)總(zong)(zong)(zong)收入同(tong)(tong)比增(zeng)(zeng)長(chang)39.86%,凈利潤(run)同(tong)(tong)比增(zeng)(zeng)長(chang)25.29%。創(chuang)(chuang)(chuang)業(ye)(ye)(ye)板(ban)前(qian)十(shi)大(da)市(shi)值股中,除(chu)樂(le)視(shi)網之外,其(qi)余9家(jia)均(jun)實(shi)現(xian)盈利,信(xin)維通(tong)信(xin)、碧水源(yuan)(yuan)和(he)樂(le)普醫(yi)療的凈利潤(run)分別(bie)(bie)增(zeng)(zeng)長(chang)145.74%、97.73%、31.23%。創(chuang)(chuang)(chuang)業(ye)(ye)(ye)板(ban)戰略(lve)新(xin)興產(chan)(chan)業(ye)(ye)(ye)公(gong)司中,節能環保(bao)產(chan)(chan)業(ye)(ye)(ye)、新(xin)能源(yuan)(yuan)產(chan)(chan)業(ye)(ye)(ye)、新(xin)能源(yuan)(yuan)汽車(che)產(chan)(chan)業(ye)(ye)(ye)、高(gao)(gao)端裝(zhuang)備制造產(chan)(chan)業(ye)(ye)(ye)表現(xian)突出,營(ying)(ying)業(ye)(ye)(ye)總(zong)(zong)(zong)收入同(tong)(tong)比分別(bie)(bie)增(zeng)(zeng)長(chang)56.28%、52.80%、48.33%、36.28%,凈利潤(run)同(tong)(tong)比分別(bie)(bie)增(zeng)(zeng)長(chang)51.28%、25.99%、111.99%、27.57%。創(chuang)(chuang)(chuang)業(ye)(ye)(ye)板(ban)高(gao)(gao)新(xin)技術企(qi)業(ye)(ye)(ye)占比達92%,戰略(lve)新(xin)興產(chan)(chan)業(ye)(ye)(ye)公(gong)司占比超過60%,整體(ti)(ti)研發(fa)強度接近(jin)5%,領跑深市(shi)市(shi)場。
深市(shi)(shi)上市(shi)(shi)公司(si)2017年半年度業(ye)績(ji)增(zeng)幅創3年來最(zui)高水平,供給(gei)側結構性改(gai)革成效初顯,與此同時,深市(shi)(shi)主(zhu)板(ban)、中小板(ban)、創業(ye)板(ban)持(chi)續差異化發(fa)展,深市(shi)(shi)多(duo)層次市(shi)(shi)場已(yi)成為推(tui)動國民經濟發(fa)展的重要力(li)量。
中(zhong)證(zheng)網(wang)(wang)聲(sheng)明(ming)(ming):凡本網(wang)(wang)注(zhu)明(ming)(ming)“來源:中(zhong)國(guo)證(zheng)券報(bao)(bao)·中(zhong)證(zheng)網(wang)(wang)”的所有(you)作品(pin),版權均屬于中(zhong)國(guo)證(zheng)券報(bao)(bao)、中(zhong)證(zheng)網(wang)(wang)。中(zhong)國(guo)證(zheng)券報(bao)(bao)·中(zhong)證(zheng)網(wang)(wang)與作品(pin)作者聯(lian)合聲(sheng)明(ming)(ming),任何組(zu)織未(wei)經(jing)中(zhong)國(guo)證(zheng)券報(bao)(bao)、中(zhong)證(zheng)網(wang)(wang)以及作者書面授權不得轉載、摘編(bian)或利用其(qi)(qi)它方式使用上述(shu)作品(pin)。凡本網(wang)(wang)注(zhu)明(ming)(ming)來源非中(zhong)國(guo)證(zheng)券報(bao)(bao)·中(zhong)證(zheng)網(wang)(wang)的作品(pin),均轉載自其(qi)(qi)它媒體(ti),轉載目的在(zai)于更好服務讀者、傳(chuan)遞(di)信息(xi)之需,并不代表本網(wang)(wang)贊同其(qi)(qi)觀點,本網(wang)(wang)亦(yi)不對其(qi)(qi)真(zhen)實性(xing)負責,持異議者應與原(yuan)出處單位(wei)主張權利。
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