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the end of February, listed companies have released their 2022 performance reports. Small series of epoxy resin industry chain representative listed enterprises in 2022 annual results.
From the listed company's 2022 performance, epoxy resin production enterprises profit growth; upstream raw material bisphenol A/epichlorohydrin and other chemical production enterprises performance has declined, from the 2022 epoxy resin raw material market decline trend.
Downstream view:
- wind power enterprises: downstream wind power resin enterprises profit surge, of which the new material on the latitude to achieve more than 500 percent growth.
carbon fiber: downstream applications of high-performance carbon fiber demand is strong, enterprises have expanded production capacity to bring positive earnings, most enterprises in 2022 profits have achieved significant growth. copper plate: downstream end market demand is less than expected, copper plate product unit price and sales decreased year-on-year. According to statistics, the revenue performance of the five leading copper clad laminate enterprises in 2022 all declined, and the decline was large. Coatings and glue: 2022 demand side more depressed, the paint industry situation is still not optimistic, in addition to a few enterprises to achieve a profit, most of the corporate profits have different degrees of decline. Supporting curing agent category: in addition to acid anhydride production enterprises, polyether amine and additives production enterprises have a decline in performance.
Epoxy resin production enterprises
Expected 2022 home-to-home net profit of $0.545 billion to $0.567 billion, up 45% to 51% YoY.
It is estimated that in 2022, the non-net profit will be deducted from 0.126 billion yuan to 0.145 billion yuan, a year-on-year decrease of 61% to 66%; The company's annual operating income was 9.529 billion billion yuan, up 7.98 percent.
Achieved a total profit of 0.81 billion billion yuan, up 3.64 percent;
the net profit attributable to shareholders of listed companies was 0.7 billion billion yuan, up 1.82 percent year on year.
raw material production enterprises
1, the Binhua shares (ECH)
The company's annual operating income was about 8.892 billion yuan, down 4.06 percent.
the total profit was 1.54 billion yuan, down 30% year on year.
Attributable to the listed company shareholders of the net profit of about 1.17 billion yuan, down 28.03;
2. Lihua Yiwei Yuan (BPA)
The company's annual operating income of 7.778 billion yuan, down 19.1;
To achieve the return of net profit of 0.608 billion yuan, down 71.7;
1, the Yangzhou morning (polyether amine)
It is expected that the 2022 year to achieve the return of net profit of 0.116 billion yuan to 0.132 billion yuan, down 15%-25%;
It is estimated that the net profit deducted in 2022 will be 99.01 million yuan -0.114 billion yuan, down 18.85-29.82 percent year-on-year;
2, Wansheng shares (additives)
It is expected to achieve a net profit of 0.32 billion yuan to 0.42 billion yuan in 2022, a year-on-year decrease of 49.1 to 61.2 percent.
It is expected that in 2022 to achieve non-net profit of 0.32 billion yuan to 0.42 billion yuan, a year-on-year decrease of 49% to 61.3 percent.
3. Puyang Huicheng (Anhydride)
It is estimated that the 2022 home-to-home net profit will be about 0.392 billion yuan to 0.442 billion yuan, up 55% to 75% YoY.
It is expected that in 2022 to achieve non-net profit of 0.379 billion yuan to 0.43 billion yuan, a year-on-year increase of 61% to 83%. Expected 2022 year to achieve home-grown net profit of 76.49 million yuan to 93.49 million yuan, an increase of 508 to 643 percent;
Expected 2022 to achieve non-net profit of 77.13 million yuan to 94.27 million yuan, year-on-year increase of 569 to 718 percent; It is expected that the 2022 year to achieve the return of net profit of 45 million yuan to 55 million yuan, a year-on-year increase of 104.58-150.05;
Expected 2022 to achieve non-net profit of 30.67 million to 40.67 million yuan, year-on-year growth of 463.6 to 647.3 percent;
the performance of the main reason for the company's main product raw material prices showed a downward trend, the company's performance recovery played a positive role.
Copper Clad Laminate Related Enterprises
Operating income of about 18.014 billion yuan, down 11.15;
Attributable to listed company shareholders net profit of about 1.531 billion yuan, a year-on-year decrease of 45.89 percent; from 2022 January to June, Shengyi Technology's operating income composition is: copper clad laminate and adhesive sheet accounted for 77.67 percent, printed circuit board accounted for 18.45 percent.
2. New South Asian Materials
It is expected that the 2022 year to achieve the return of net profit of 42 million yuan to 48 million yuan, down 87.98 to 89.48 percent;
It is estimated that the 2022 non-net profit will be -8 million yuan to -5 million yuan, down 101.40 to 102.24 percent year-on-year; It is expected that the 2022 year to achieve the return of net profit of 40 million yuan to 60 million yuan, down 94.20 to 91.31 percent;
It is estimated that the 2022 non-net profit will be 0 yuan to 15 million yuan, down 100 to 97.64 percent year-on-year; the It is expected that the 2022 year to achieve the return of net profit of 33 million yuan to 40 million yuan, a year-on-year decrease of 83.21 to 86.15 percent;
It is expected that the 2022 year to achieve non-net profit of 14 million yuan to 21 million yuan, a year-on-year decrease of 87.73 to 91.82 percent;
5, Super China Technology
It is expected that the 2022 year to achieve the return of net profit of -0.25 billion yuan to -0.3 billion yuan, down 447.77 to 517.33 percent;
It is estimated that the net profit deducted in 2022 will be -0.245 billion yuan to -0.295 billion yuan, down 344.28~394.13% year on year.
Carbon fiber and carbon fiber composite enterprises
1, the Jilin chemical fiber
It is expected that the 2022 year to achieve the return of net profit of -78 million yuan to 95 million yuan, a year-on-year increase of 26.48-39.64;
It is estimated that in 2022, the net profit will be -13.65 million yuan to -30.65 million yuan, up 77.56-90.01 percent year-on-year.
2. Guangwei compound material
2022 year to achieve total operating income of 2.52 billion yuan, down 3.41;
Returned net profit of 0.93 billion yuan, up 22.88 percent;
Deduction of non-net profit was 0.88 billion yuan, up 23.45 percent year-on-year.
It is expected that the 2022 year to achieve the return of net profit of 0.57 billion yuan to 0.62 billion yuan, a year-on-year increase of 104.51 to 122.45;
It is expected that the 2022 year to achieve non-net profit of 0.53 billion yuan to 0.58 billion yuan, a year-on-year increase of 105.41 to 124.81 percent;
4, The Jilin Carbon Valley
Expected 2022 year to achieve home-grown net profit of 6.1 to 0.65 billion yuan, a year-on-year increase of 93.77 to 106.48 percent;
It is expected that in 2022, the net profit will be 0.3 billion yuan to 0.41 billion yuan, compared with the same period last year, it will turn losses into profits.
It is estimated that the 2022 non-net profit will be 0.2 billion yuan to 0.3 billion yuan. It is expected that the 2022 year to achieve the return of net profit will turn a profit, the expected return of net profit of 80 million yuan to 120 million yuan;
It is estimated that the net profit will be 23.61 million yuan to 63.61 million yuan. It is expected that the 2022 year to achieve the return of net profit of 17 million yuan to 2500 yuan, a year-on-year decrease of 73.38 to 81.90;
It is expected that the 2022 year to achieve non-net profit of 4.5 million yuan to 6.5 million yuan, a year-on-year decrease of 91.09 to 93.83 percent; It is estimated that the net profit of 2022 will be -0.1 billion yuan to -0.15 billion yuan, with a loss of 0.111 billion yuan in the same period last year.
It is estimated that the deduction of non-net profit in 2022 will be -0.104 billion yuan to -0.15 billion yuan, with a loss of 0.123 billion yuan in the same period last year. Operating income of about 0.508 billion yuan, down 0.05;
the net profit attributable to shareholders of listed companies is about 81.88 million yuan, a year-on-year decrease of 15.93; source: epoxy resin and application * Disclaimer: The content contained in the content comes from public channels such as the Internet and WeChat public numbers. Maintain a neutral attitude. This article is for reference only, exchange. The copyright of the reproduced manuscript belongs to the original author and institution. If there is any infringement, please contact the customer service of Huayi World to delete it.
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