With the release of the semi-annual report on science and technology in Lan Qi, all the first semi-annual reports of 28 listed companies on the Science and Technology Innovation Board were released.
According to the statistics of IPO Daily, in the first half of the year, among the 28 enterprises in science and technology innovation board, 24 have increased their performance, 4 have decreased their performance, and nearly 90% have achieved performance growth.
0 1
Lan Qi technology saved customers' dependence.
According to public information, Lan Qi Science and Technology was founded in 2004, and had the experience of listing US stocks before landing in science and technology innovation board. Its main business is to provide chip-based solutions for cloud computing and artificial intelligence. At present, its main products include memory interface chip, Tianjin server CPU and hybrid secure memory module.
As for the increase in revenue, Lan Qi Science and Technology said that this is mainly due to the gradual embodiment of the company's technical advantages in the field of memory interface chips, stable and reliable product quality, and the increase in downstream customers' purchases of the company's products, thus promoting the corresponding increase in revenue. The increase in net profit is due to the increase in revenue of the company's memory interface chip products.
It is not surprising that the high growth of technology income and net profit has begun.
Before listing (20 16 -20 18), the operating income of Lan Qi science and technology was about 845 million yuan,12.28 million yuan and17.58 million yuan respectively, and the net profit attributable to the mother was about 93 million yuan, 347 million yuan and 737 million yuan respectively.
Although the net profit of Lan Qi Science and Technology increased significantly, the net cash flow generated by operating activities in the same period was only RMB 3,665,438+million, down 37.2% compared with the same period of last year. The company explained that the enterprise annuity in 2065,438+08 was mainly paid in the first half of 2065,438+09.
In addition, Lan Qi Technology still has a high degree of customer concentration and relies on a single business.
From 20 16 to 20 18, the company's sales to the top five customers accounted for 70. 18%, 83.69% and 90.1%respectively; The proportion of memory interface chips in the company's operating income is 66.08%, 76. 14% and 99.49% respectively, increasing year by year, and it is higher than 90% in 20 18 years, relying on large customers and single business.
The semi-annual report also pointed out that the company's main products are memory interface chips, and the DRAM market is downstream of memory interface chips, and its main customers cover international leading enterprises in this market. According to relevant industry statistics, in the DRAM market, Samsung Electronics, Hynix and Micron Technology rank among the top three in the industry, with a total market share of over 90%, resulting in relatively concentrated corporate customers. If the company's product development strategy does not adapt to market changes or customer needs, the company will not be able to continuously and stably explore new customers and maintain the new business of old customers, thus facing the risk of declining performance.
02
Increase research and development efforts
During the reporting period, Lan Qi Science and Technology continued to increase investment in research and development.
From 20 16 to 20 18, the R&D expenses of Lan Qi Science and Technology were about1980,000 yuan,1880,000 yuan and 277 million yuan respectively, accounting for 26.22%, 20.03% and 27.29% of the total operating costs.
In the first half of 20 19, the company's R&D expenses reached1500,000 yuan, up 59.57% compared with the same period of last year, and the proportion of R&D expenses to operating income was 17.07%, up from the same period of last year.
Lan Qi Science and Technology said that there are two reasons for the change of R&D expenses. On the one hand, the increase of R&D personnel and annual salary adjustment lead to the increase of employee salary; On the other hand, according to the project schedule, the R&D expenses incurred in the first half of 20 19 also led to an increase in R&D expenses.
The company believes that high R&D investment has enhanced its core competitiveness and laid a good foundation for its future development.
20 19 in the first half of the year, the company applied for new patents 13 at home and abroad, 5 new patents granted at home and abroad, and 8 new integrated circuit layout design certificates. By the end of June 30, 2009, the company was applying for 34 patents at home and abroad, authorized 94 patents at home and abroad, and obtained 47 integrated circuit layout design certificates.
03
Only four companies experienced a decline in performance.
According to the statistics of IPO Daily, the average operating income and average net profit of 28 science and technology innovation board companies in the first half of the year were165438+77 million yuan and 65438+63 million yuan respectively, and the average growth rates of operating income and net profit were 45% and 32.84% respectively.
In terms of revenue scale, China Hao Tong far surpassed other 27 enterprises, reaching 20510.20 billion yuan, becoming the only listed company with revenue exceeding 10 billion on the Science and Technology Innovation Board.
At the same time, the operating income of Bai Rong Science and Technology and Chen Jing shares both exceeded 654.38+0 billion yuan, and Bai Rong Science and Technology achieved revenue of 654.38+0.949 billion yuan in the first half of the year, a year-on-year increase of 456.5438+0.2%; Chen Jing's revenue in the first half of the year was165438+29 million yuan, a year-on-year increase of 10.85%. In addition, the operating income of two other science and technology innovation board companies in the first half of the year was less than 654.38+0.9/kloc-0.75 million yuan for Chipscreen International and 665.438+0.65 million yuan for Guangxin Optoelectronics.
On the whole, the operating income of most science and technology innovation board companies (23 companies) in the first half of the year ranged from 654.38 billion yuan to 654.38 billion yuan.
Although most companies have achieved performance growth, there are still four companies whose net profit decreased by 2.33%, 16.6 1%, 80.56% and 5 14.09% respectively.
Among them, Guangxin Optoelectronics realized operating income of 6 145 1600 yuan, up 54.86% year-on-year; The net profit returned to the mother was 5,965,438+0,000 yuan, down 80.56% year-on-year.
Platinum's semi-annual report shows that the company achieved operating income of 654.38+0.7 billion yuan in the first half of the year, a year-on-year increase of 3865.438+0.5%; The net profit returned to the mother was-2,332,900 yuan, a year-on-year decrease of 565,438+04.09%.
This means that Platinum's net profit has not only fallen sharply, but even suffered losses.
Platinum explained in the announcement that the loss in the first half of the year was mainly caused by seasonal fluctuations in business. "The company's main customers are large state-owned enterprises and institutions in the aerospace field and their subordinate research institutes. Their procurement planning is strong, and the process of price approval and contract approval is relatively complicated, resulting in relatively more production orders in the second half of the year. Some product contracts that are settled after delivery are often signed in the second half of the year. The above reasons make the company's revenue and profit mainly generated in the second half of the year, and its operating performance fluctuates seasonally. "
In addition to Platts, Aerospace Grand Plan also suffered losses in the first half of this year.
Specifically, Aerospace Hongtu achieved an operating income of 65.438+0.22 billion yuan, a year-on-year increase of 2,865.438+0.96%, ranking first in the science and technology innovation board; The net loss attributable to shareholders of the parent company narrowed to 29.066 million yuan, down 44% year-on-year.
Editor Wang Ying
Welcome to contribute and break the news.
ipowgw@ifnews。 com