七成凈利實現增長 兩極分化加劇
上市公司中報凸顯經濟新變化
上市(shi)公(gong)司半年(nian)報披(pi)露接近(jin)尾聲(sheng),微(wei)觀端企業(ye)的(de)(de)運(yun)行狀況逐漸浮出水面。數據顯示,上半年(nian)A股上市(shi)公(gong)司盈利依然保(bao)持較高(gao)增速,但內部結構分(fen)化加劇。在(zai)周(zhou)期性(xing)行業(ye)繼續保(bao)持高(gao)景氣度的(de)(de)同時,新能(neng)源汽車、生物醫藥(yao)、通信等經濟中(zhong)(zhong)的(de)(de)新動能(neng)日益壯大,引領中(zhong)(zhong)國(guo)經濟發(fa)展。
近七成實現業績增長
383家凈利翻番
WIND統(tong)計(ji)(ji)數據顯示,截(jie)至記者發稿時,滬深兩市共計(ji)(ji)有2361家上市公司公布了(le)2018年半年報。上述2361家企(qi)業(ye)(ye)今(jin)年上半年共計(ji)(ji)實現(xian)營(ying)業(ye)(ye)總(zong)收(shou)入10.24萬億(yi)元(yuan),同(tong)比(bi)增(zeng)長(chang)14%;實現(xian)歸屬(shu)于母公司股東的凈(jing)利潤(run)(run)8647.8億(yi)元(yuan),同(tong)比(bi)增(zeng)長(chang)24%。在剔除(chu)銀行證券保險等金融類(lei)(lei)行業(ye)(ye)后,其(qi)余(yu)2320家非金融類(lei)(lei)企(qi)業(ye)(ye)上半年共計(ji)(ji)實現(xian)歸屬(shu)于母公司股東的凈(jing)利潤(run)(run)6172億(yi)元(yuan),同(tong)比(bi)增(zeng)長(chang)28%。
從凈(jing)利(li)潤(run)(run)增(zeng)(zeng)速(su)分布(bu)來看,已(yi)經披露(lu)中報的(de)2361家(jia)企(qi)業中,有(you)(you)1616家(jia)凈(jing)利(li)潤(run)(run)同比(bi)(bi)實現增(zeng)(zeng)長,占(zhan)比(bi)(bi)68.2%。其中凈(jing)利(li)潤(run)(run)同比(bi)(bi)增(zeng)(zeng)速(su)在50%以上(shang)的(de)有(you)(you)617家(jia),占(zhan)比(bi)(bi)26.1%;凈(jing)利(li)潤(run)(run)同比(bi)(bi)增(zeng)(zeng)速(su)在100%以上(shang)的(de)有(you)(you)383家(jia),占(zhan)比(bi)(bi)16.2%。與此同時,2361家(jia)企(qi)業中上(shang)半年共有(you)(you)190家(jia)凈(jing)利(li)潤(run)(run)出現虧損,占(zhan)比(bi)(bi)為(wei)8.0%。
從各行(xing)(xing)(xing)業(ye)(ye)(ye)(ye)(ye)來(lai)(lai)看,上(shang)游的(de)周期性行(xing)(xing)(xing)業(ye)(ye)(ye)(ye)(ye)仍然是凈利(li)(li)潤(run)(run)(run)增(zeng)(zeng)速最(zui)為(wei)(wei)顯著的(de)行(xing)(xing)(xing)業(ye)(ye)(ye)(ye)(ye),也(ye)是上(shang)半年上(shang)市公司凈利(li)(li)潤(run)(run)(run)增(zeng)(zeng)長的(de)主要(yao)來(lai)(lai)源(yuan)。國家統(tong)計局數據顯示,2018年1-7月(yue)份(fen),全(quan)國規模(mo)以上(shang)工(gong)(gong)業(ye)(ye)(ye)(ye)(ye)企業(ye)(ye)(ye)(ye)(ye)利(li)(li)潤(run)(run)(run)同比(bi)增(zeng)(zeng)長17.1%。1-7月(yue)份(fen),新(xin)(xin)增(zeng)(zeng)利(li)(li)潤(run)(run)(run)較多的(de)行(xing)(xing)(xing)業(ye)(ye)(ye)(ye)(ye)主要(yao)是:石油(you)新(xin)(xin)增(zeng)(zeng)利(li)(li)潤(run)(run)(run)1145.1億(yi)元(yuan),占全(quan)部(bu)規模(mo)以上(shang)工(gong)(gong)業(ye)(ye)(ye)(ye)(ye)企業(ye)(ye)(ye)(ye)(ye)新(xin)(xin)增(zeng)(zeng)利(li)(li)潤(run)(run)(run)比(bi)重為(wei)(wei)20.1%;鋼鐵1139.5億(yi)元(yuan),占20%;建(jian)材797.5億(yi)元(yuan),占14%;化工(gong)(gong)721.1億(yi)元(yuan),占12.6%。這(zhe)些行(xing)(xing)(xing)業(ye)(ye)(ye)(ye)(ye)對全(quan)部(bu)規模(mo)以上(shang)工(gong)(gong)業(ye)(ye)(ye)(ye)(ye)企業(ye)(ye)(ye)(ye)(ye)利(li)(li)潤(run)(run)(run)增(zeng)(zeng)長的(de)貢獻率為(wei)(wei)66.6%。
在鋼(gang)鐵(tie)(tie)行業,WIND統計數據顯(xian)示(shi),按照(zhao)申萬一級行業分類,目前共(gong)(gong)計有27家(jia)(jia)(jia)鋼(gang)鐵(tie)(tie)類上(shang)(shang)市公(gong)(gong)司(si)公(gong)(gong)布了2018年中(zhong)報。上(shang)(shang)述27家(jia)(jia)(jia)企業上(shang)(shang)半年共(gong)(gong)計實(shi)現(xian)營業總收入5560億元(yuan),同比(bi)增(zeng)(zeng)長12%;實(shi)現(xian)歸(gui)屬于(yu)母公(gong)(gong)司(si)股東的凈利潤(run)383億元(yuan),同比(bi)增(zeng)(zeng)長127%。27家(jia)(jia)(jia)上(shang)(shang)市鋼(gang)企中(zhong)有26家(jia)(jia)(jia)凈利潤(run)出(chu)現(xian)增(zeng)(zeng)長,其中(zhong)13家(jia)(jia)(jia)凈利潤(run)增(zeng)(zeng)速(su)在100%以上(shang)(shang),且無一虧損。
在(zai)石油(you)石化行(xing)業(ye)(ye),中石化半(ban)年(nian)報(bao)顯示,2018年(nian)上(shang)半(ban)年(nian),該(gai)公(gong)司實現(xian)營業(ye)(ye)收入(ru)1.3萬億(yi)元,同比增(zeng)長11.5%,實現(xian)歸屬于母公(gong)司股(gu)東的(de)凈(jing)(jing)利潤(run)416億(yi)元,同比增(zeng)長52.5%。中石油(you)此前發布(bu)的(de)業(ye)(ye)績預(yu)告則(ze)顯示,預(yu)計2018年(nian)半(ban)年(nian)度(du)實現(xian)歸屬于公(gong)司股(gu)東的(de)凈(jing)(jing)利潤(run)與上(shang)年(nian)同期相比,將增(zeng)加135億(yi)元至(zhi)155億(yi)元,同比增(zeng)長107%至(zhi)122%。
中(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)聲明(ming):凡本(ben)網(wang)(wang)注(zhu)明(ming)“來源:中(zhong)(zhong)(zhong)國證(zheng)(zheng)券(quan)(quan)報·中(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)”的(de)所(suo)有(you)作(zuo)品(pin),版(ban)權(quan)均(jun)屬(shu)于中(zhong)(zhong)(zhong)國證(zheng)(zheng)券(quan)(quan)報、中(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)。中(zhong)(zhong)(zhong)國證(zheng)(zheng)券(quan)(quan)報·中(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)與作(zuo)品(pin)作(zuo)者聯(lian)合(he)聲明(ming),任(ren)何組(zu)織(zhi)未經中(zhong)(zhong)(zhong)國證(zheng)(zheng)券(quan)(quan)報、中(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)以及作(zuo)者書面授權(quan)不(bu)得轉載、摘編或利用其它方(fang)式使用上述作(zuo)品(pin)。凡本(ben)網(wang)(wang)注(zhu)明(ming)來源非中(zhong)(zhong)(zhong)國證(zheng)(zheng)券(quan)(quan)報·中(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)的(de)作(zuo)品(pin),均(jun)轉載自其它媒體,轉載目的(de)在于更好(hao)服(fu)務讀者、傳遞信息(xi)之需(xu),并不(bu)代(dai)表本(ben)網(wang)(wang)贊(zan)同其觀(guan)點,本(ben)網(wang)(wang)亦(yi)不(bu)對其真(zhen)實性負責(ze),持異議者應與原(yuan)出(chu)處單位主(zhu)張權(quan)利。
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