Tu yingtianxia news: as of May 1, the annual reports of coating companies of A-share listed companies have been disclosed in succession. From the perspective of the main business income of coatings in 2019, sankeshu ranked first with 5.972 billion yuan, which is also the first time that sankeshu has won the "No.1" in A-share coating revenue. The second are the 4.875 billion yuan Dongfang Yuhong and 2.425 billion yuan asichuang Neng. With the increasing profits of the coating industry, more and more non main coating business listed companies began to expand the coating industry, taking their own original business + coating business multiple development routes. The following is the performance data of coatings listed companies in 2019 for reference.
According to the listing data, there are 8 A-share listed companies whose main business is coating. They are sanjeshu, Dongfang Yuhong, asichuang Neng, FeiKai materials, Guangxin materials, jinlitai, Feilu Co., Ltd. and Chongqing Three Gorges a. Among them, the top three operating revenue in 2019 are three trees, Dongfang Yuhong and asichuang Neng, with revenue of 5.972 billion yuan, 4.875 billion yuan (total revenue of Dongfang Yuhong is 18.154 billion yuan) and 2.425 billion yuan, respectively. At the bottom of the list is Chongqing Three Gorges a, with a revenue of 473 million yuan. Three trees are more than 12 times of it!
From the perspective of net profit, Dongfang Yuhong ranks first. In 2019, the total net profit is 2.066 billion yuan, of which the net profit of waterproof coating business accounts for about one third of it, totaling 660 million yuan. Secondly, there are 406 million yuan of three trees and 255 million yuan of FeiKai materials. Asichuang energy ranks fourth with 114 million yuan. Although Dongfang Yuhong's revenue of coating business is lower than that of sankeshu, its net profit has been exceeded. Among the 8 listed coating companies, Feilu shares ranked the last in net profit.
In addition to the above-mentioned 8 coating enterprises, there are 7 listed companies in A-share that also involve coating business, including Beixin building materials, Shidai new materials, Keshun Co., Ltd., Jihua Group, Xingye Co., Ltd., Jitai Co., Ltd. and Shanghai Xinyang. The largest one is Beixin building materials, with a revenue of 13.323 billion yuan in 2019. Let's take a look at the specific data.
Main coatings listed enterprises
Dongfang Yuhong (002271)
Beijing Dongfang Yuhong Waterproof Technology Co., Ltd. is a professional building waterproof system enterprise integrating R & D, production, sales, technical consultation and construction services. The company is mainly engaged in the R & D, production, sales and construction of new building waterproof materials. The company is the first listed company in the construction waterproof industry in China. During the reporting period, the company realized operating revenue of 18.154 billion yuan, an increase of 29.25% over the previous year; net profit of 2.066 billion yuan, an increase of 36.98% over the previous year; net profit after deducting non profits of 1.878 billion yuan, an increase of 41.94% over the previous year. Among them, the revenue of waterproof coating is 4.875 billion, an increase of 22.61%, and the revenue of coating construction accounts for about one-third of the total revenue of 750 million yuan.
Three trees (603737)
Sankeshu paint Co., Ltd. is mainly engaged in the development and sales of healthy products such as architectural paint, decoration paint, furniture paint, industrial paint, adhesive and resin. During the reporting period, the company's operating revenue was 5.972 billion yuan, up 66.64% year-on-year; the net profit attributable to shareholders of the listed company and the net profit excluding non recurring profit and loss were 406 million yuan and 357 million yuan respectively, up 82.55% and 89.06% year-on-year.
Ashchuang Neng (603378)
As a leading enterprise of architectural coatings and new building insulation materials, asichuanneng Technology (Shanghai) Co., Ltd. 2019 is the first complete year for the company to enter the new era of "young ASI". During the reporting period, the company's main business income mainly comes from three kinds of products: functional building coating, thermal insulation decorative board and thermal insulation board. In the whole year, the company realized a total operating revenue of 2.425 billion yuan, a year-on-year increase of 45.89%; the net profit attributable to the shareholders of the listed company and the net profit excluding non recurring profit and loss were 114 million yuan and 80181500 yuan, a year-on-year increase of 94.41% and 119.17%; the comprehensive gross profit rate was 33.12%, a year-on-year increase of 3.63 percentage points. The company's performance increased significantly compared with the same period of last year.
FeiKai materials (300398)
Shanghai FeiKai photoelectric materials Co., Ltd. is mainly engaged in the research, production and sales of UV curing materials and other new materials suitable for high-tech fields. The company is carrying out research and development: UV curing plastic coating, LED optical fiber coating, UV coating for automotive interior parts, UV coating for white household appliances, etc. In 2019, the company realized an operating revenue of 1.513 billion yuan, an increase of 4.68% over the same period of last year; realized a net profit of 255 million yuan attributable to shareholders of the listed company, a decrease of 10.3% over the same period of last year; deducted non post net profit of 168 million yuan, a decrease of 34.87% over the same period of last year.
Guangxin materials (300537)
Jiangsu Guangxin photosensitive New Material Co., Ltd. has been committed to the research and development, production and sales of electronic chemicals such as special ink and special coating. During the reporting period, the company achieved an operating revenue of 809 million yuan, an increase of 26.52% over the same period of last year; a net profit of 72.1847 million yuan, an increase of 31.18% over the same period of last year; and a net profit of 52.4398 million yuan, an increase of 143.01% over the same period of last year.
The overall sales volume of the company in 2019 increased significantly compared with the same period of last year, mainly due to the large growth of the company's coating business and the consolidation of Hunan Sunshine in October 2018 and Dongguan Hangsheng in January 2019.
Jinlitai (300225)
Shanghai jinlitai Chemical Co., Ltd. is a paint R & D, production and sales enterprise focusing on automobile coatings. The main products of the company are electrophoretic coatings (cathodic electrophoretic coatings and anode electrophoretic coatings), topcoats, ceramic coatings, etc. At present, cathodic electrophoretic paint and topcoat are the key products of the company, and the total operating revenue in 2019 accounts for 91.31% of the total operating revenue.
During the reporting period, the company realized an operating revenue of 814 million yuan, an increase of 0.59% over the same period of last year; net profit attributable to shareholders of listed companies was 30.0808 million yuan, an increase of 171.63% over the same period of last year; net profit after deducting non profits was 15.8982 million yuan, an increase of 161.26% over the same period of last year.
Feilu Co., Ltd. (300665)
Zhuzhou Feilu high tech materials Co., Ltd. is mainly engaged in the research and development, production, sales and coating services of new materials for concrete waterproof and anti-seepage and interface protection, water-based industrial series environmental protection coatings, medium and high-grade metal anti-corrosion coatings, and is specialized in providing customers with a systematic and comprehensive overall solution for new material protection and anti-corrosion. In 2019, the company achieved an operating revenue of 499 million yuan, an increase of 30.13% over the same period last year; a net profit of 21.1982 million yuan, a year-on-year increase of - 16.13%; and a net profit of 15.81 million yuan, a year-on-year increase of - 26.97%.
Chongqing Three Gorges a (000565)
Chongqing Three Gorges paint Co., Ltd. achieved an operating revenue of 473 million yuan in 2019, a year-on-year decrease of 25.06%. (including: the operating revenue of paint and coating manufacturing industry was 471 million yuan, down 1.95% year on year; the operating revenue of chemical trade was 2.44 million yuan, down 98.39% year on year.) The net profit attributable to the shareholders of the listed company was 64.91 million yuan, an increase of 43.53% on a year-on-year basis; the net profit after deducting non profits was 26.2329 million yuan, a decrease of 28.51% on a year-on-year basis.
Listed companies involved in coating business
Beixin building materials (000786)
The main products and services provided by Beixin Group Building Materials Co., Ltd. include: gypsum board, light steel keel, paint keel, mineral wool sound-absorbing board, waterproof material, decorative board, rock wool, granular cotton, paint, mortar, steel plate radiator, hardware, Jinbang board, cement tile, profile, doors and windows, domestic and foreign building materials, decorative material Trade and technology transfer Let, develop and serve.
During the reporting period, the company realized operating revenue of 13.323 billion yuan, an increase of 6.03% year on year; operating profit of 2.698 billion yuan, a decrease of 10.95% year on year; net profit attributable to shareholders of listed companies of 441 million yuan, a decrease of 82.11% year on year; basic earnings per share of 0.261 yuan / share, a decrease of 82.12% year on year. The business income of waterproof building materials is about 205 million yuan.
Time new material (600458)
Zhuzhou Times New Material Science and Technology Co., Ltd. is a company mainly engaged in the research, development, production, sales and service of three series of products, i.e. polymer damping and noise reduction products, polymer composite modified materials, special coatings and new insulating materials. It has reached the world level in the field of engineering application of damping and noise reduction.
During the reporting period, the company's sales revenue reached 11.246 billion yuan, a decrease of 750 million yuan, or 6.26%, compared with 11.996 billion yuan in the same period of last year. The realized net profit attributable to shareholders of the listed company was 54 million yuan, an increase of 481 million yuan compared with - 427 million yuan in the same period of last year.
Keshun Co., Ltd. (300737)
Keshun Waterproof Technology Co., Ltd. specializes in R & D, production and sales of new building waterproof materials and provides waterproof engineering construction services. The company's products cover more than 100 varieties of waterproof roll and waterproof coating, which can provide customers with "one-stop" building waterproof solutions.
During the reporting period, the company achieved an operating revenue of 4.652 billion yuan, an increase of 50.22% year-on-year, which is mainly due to the company's production capacity improvement in 2019, further improvement of brand awareness after listing, significant enhancement of comprehensive competitiveness and significant increase in sales orders. The net profit attributable to the company's shareholders was 360 million yuan, an increase of 96.13% year-on-year, mainly due to the company's increase in R & D investment, optimization of formula technology, reduction of production costs, and improvement of product gross profit rate through optimization of customer structure and product structure.
Jihua Group (603980)
Zhejiang Jihua Group Co., Ltd. is mainly engaged in the R & D, production and sales of dyes, dye intermediates and other chemical products. The company has always attached great importance to the development, production and market development of non stick coating, polyurethane sponge and other chemical products. At present, the company has a capacity of 70000 tons of disperse dyes, 15000 tons of reactive dyes, 10000 tons of other dyes, 20000 tons of H-acid, 330000 tons of sulfuric acid, 6000 tons of paint and 6000 tons of polyurethane sponge. According to the annual report, the company achieved a total operating revenue of 2.634 billion yuan in 2019, a year-on-year decrease of 9.64%, and a net profit of 434 million yuan attributable to shareholders of the parent company, a year-on-year decrease of 38.19%.
Societe Generale (603928)
The main products of Suzhou Xingye Material Technology Co., Ltd. are divided into five series: casting resin and curing agent (self hardening furan resin, cold box resin, alkaline phenolic resin, etc.), coating, riser, filter and auxiliary materials.
In 2019, the company's operating revenue reached 1.29 billion yuan, down 14.18% compared with the same period last year, and the net profit attributable to shareholders of the listed company was 133 million yuan, down 9.27% compared with the same period last year.
Jitai Co., Ltd. (002909)
Guangzhou Jitai Chemical Co., Ltd. is a company whose main business is R & D, production, sales and service of sealant and coating. During the reporting period, the company realized a total operating revenue of 1.016 billion yuan, an increase of 8.95% over the same period of last year, and realized a net profit of 85.4156 million yuan attributable to shareholders of listed companies, an increase of 355.74% over the same period of last year.
During the reporting period, the main business income sources of the company are: silicone sealant, water-based coating, other sealant, water-based sealant, asphalt paint and electronic glue, with sales revenue of 722 million yuan, 172 million yuan, 57137900 yuan, 32322700 yuan, 17445400 yuan and 13472700 yuan, respectively accounting for 71.05%, 16.94%, 5.62%, 3.18%, 1.72% and 1.33% of the company's business income.
Shanghai Xinyang (300236)
The main business of Shanghai Xinyang semiconductor materials Co., Ltd. is divided into two categories: one is the R & D, production, sales and service of key process materials and supporting equipment for IC manufacturing, and provides integrated solutions for customers. The other is the R & D, production and related service business of environmental protection and functional coatings, and provides professional overall coating industry for customers