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The "report cards" of 6 ceramic-related listed companies in the first half of the year were released, and only one had positive growth!

Release time:2025-02-28click:1

Recently, Dongpeng Holdings, Yuexin Health, Huida Sanitary Ware, Haiou Housing, Stone Co., Ltd., Keda Manufacturing, etc. Ceramic-related listed companies have successively released 2022 semi-annual reports.

Some people are happy and some are worried, this6Among the domestic ceramic enterprises, there are 5 The performance of the family has experienced negative growth, and only the performance of 11 is impressive. . Regarding the "ideal" and "unsatisfactory" operating conditions in the first half of the year, the company provided explanations in the report.

01< /strong>

Dongpeng Holdings

RevenueDescending13.61%

8monthOn 17, Dongpeng Holdings released2022< /span>Semi-annual report. The report shows that in the first half of the year, Dongpeng Holdings achieved operating income of 31.32 billion, a year-on-year decrease< /span>13.61%; Net profit attributable to shareholders of listed companies1.18billion yuan, a year-on-year decrease69.45% span>. It is understood that the main products of Dongpeng Holdings include ceramic tiles and sanitary ware, among which the ceramic tile segment is priced at 25.93Proportion of 100 million yuan82.78%, the sanitary ware sector accounted for 4.28100 million13.67%, other sectors are 1.11< /span>Proportion of 100 million yuan3.55%.

In response to the decline in performance, Dongpeng Holdings listed unfavorable factors in the first half of the year in the report: Liquidity pressure in the real estate industry has not been resolved Effective mitigation; proactively manage and control risks in the real estate engineering business and adopt prudent strategies;The prices of natural gas, coal and raw materials have risen sharply.

02

Happy Heart

Loss860.88Ten thousand yuan

8monthOn 14, Yuexin Health released2022< /span>Semi-annual report. The report shows that in the first half of the year, Yuexin Health’s operating revenue was approximately 4.99 billion, a year-on-year decrease< /span>11.38%; the net profit loss attributable to shareholders of listed companies is approximately860.88ten thousand yuan. It is understood that Yuexin Health’s total revenue mainly comes from ceramic tiles and ecological building materials business, and comprehensive health(Health/Medical)business and warehouse leasing and other businesses, ceramic tiles and Ecological building materials business revenue was approximately 4.15 100 million, a year-on-year decrease< span style="font-family:Calibri">14.5%; Great Health(< /span>Health/ The medical business and warehouse leasing business respectively achieved revenue4224.15Wan Yuanhe4178.65 10,000, a year-on-year increase4.64%And12%.

In view of the company's losses, Yuexin Health mainly attributed it in the announcement to"The downstream real estate market is sluggish, and customer orders from real estate engineering channels have dropped sharply" and "Competition in ceramic tile sales prices has intensified, and the cost of raw materials and the price of natural gas, the main production factor, have both increased."

03

Huida Bathroom< /span>

Revenue decline1.01%

8month18On the 18th, Huida Sanitary Ware released2022< /span>Semi-annual report. The report shows that Huida Sanitary Ware’s operating income in the first half of the year was 17.26100 million, a year-on-year decrease1.01%; Net profit attributable to shareholders of listed companies0.68 100 million, a year-on-year decrease39.21%. In terms of regions, Huida Sanitary Ware’s overseas sales revenue increased by 17.37%, while domestic sales revenue declined. 7.51%, among which the retail channel dropped13.07%. As of2022year6month30Day, the company has a total of 2056 domestic specialty stores, including Huida Sanitary Ware Store1745home.

In response to the decline in revenue and profit, Huida Sanitary Ware stated in the report that the real estate market is expected to weaken and real estate sales will decline. , bringing huge pressure to the sanitary ware industry, causing production and sales to decline, inventory to increase, and operating risks to increase.

03

Haiou Live Work

Tile revenue decline< span style="font-family:Calibri">12.91%

8month19Sunday, seagullsLive Work released the 2022 semi-annual report. The report shows that in the first half of the year, Haiou Housing achieved operating income of 17.7017.70100 million, a year-on-year decline< /span>10.77%; Achieve net profit attributable to shareholders of listed companies0.43100 million, a year-on-year decrease47.37%< /span>; The net cash flow generated from operating activities is0.84100 million, a year-on-year increase of 29.19%. Among them, the ceramic tile business segment achieved operating income of 3.25 billion, a decrease from the same period last year span>12.91%.

In view of the decline in revenue of the ceramic tile business segment, Haiou Residential Industry stated in the report that during the reporting period, due to the epidemic shutdown, raw materials Due to the impact of rising prices and new environmental protection regulations on dual carbon and dual control, the development of the ceramic tile business fell short of expectations. Worth it One thing to mention is that As of2022year6month30On the same day, the cumulative balance of external guarantees provided by Haiou Housing and its holding subsidiaries was approximately1.24100 million, including guarantee for its holding subsidiary Seagull Champion Co., Ltd.3000Ten thousand yuan.

05

Sitong Shares

turned from profit to loss

8month3On March 3, Sitong Co., Ltd. released2022< /span>Semi-annual report. The report shows that in the first half of the year, Sitong Co., Ltd. achieved operating income of 1.34100 million, a year-on-year decrease< /span>31.09%; Net profit attributable to shareholders of listed companies-101.5210,000 yuan, a year-on-year decrease103.29%< /span>; Net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses-964.73Ten thousand yuan, down year-on-year524.03%.

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Sitong Co., Ltd. stated that the company’s performance turned from profit to loss compared with the same period last year, mainly due to the decrease in product sales revenue and the international energy Affected by factors such as price increases, operating costs increased, and gross sales profit margin and gross sales profit decreased significantly. In addition, the equity of Guangdong Dongwei New Materials Co., Ltd. was transferred in the same period last year, and the difference between the disposal price and the share of the subsidiary’s net assets at the consolidated financial statement level corresponding to the disposal investment 2732million yuan, correspondingly increasing the net profit in the same period last year.

06

Made by Keda

Profit growth417.97%

< span style="font-family:宋体">8month12Japan, made by Keda Released2022year span> Semi-annual report . Report Display, First half of the yearMade by KedaRealized operating income56.51100 million, a year-on-year increase23.98%; net profit attributable to shareholders of listed companies 21.21billion yuan, a year-on-year increase417.97%.During the reporting period, Lanke Lithium produces lithium carbonate products15253 tons, selling lithium carbonate products15004tons, achieving operating income of 52.58100 million and net profit span>36.85100 million, for KedaManufacturing brought 17.917.9 billion in investment income.

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< span style="font-family:Calibri">Keda Manufacturing stated that the main reason for the growth in performance in the first half of the year was the steady increase in profitability of the building materials machinery business; the release of overseas building materials business output, Maintaining a good market share; in the lithium battery materials business, the company's Fujian anode material integrated factory gradually released graphitization processing capacity, achieving better results compared with the previous period.

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< span style="font-family:宋体">From the data disclosed above, it is not difficult to find that the profits of ceramic companies have shrunk significantly. Yuexin Health and Sitong The shares even turned from profit to loss. The explanation of Taoqi cannot be that it was affected by the macro environment.

< span style="font-family:宋体">In contrast, Keda Manufacturing, which has switched to the field of lithium batteries, in the first half of the year only relied on Lanke Lithium then rush to get close to you< span style="font-family:Calibri">18 billion, the objectiveness of its profits is embarrassing.

< spanstyle="font-family:宋体">Today, among the ceramic-related listed companies, there are Mona Lisa Group, Diou Home Furnishing, Tianan Profile and Dow Technology that have not yet released< /span>Semi-annual Report , youDo you think this 4 ceramics company can deliver a "report card" of positive growth? ?

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