December 19, 2023.
This information is an informational work, and regularly counts and sorts out the relevant data of the decoration and building materials industry sector and ** investment for reference.
First, the overall situation of listed companies in the industry
, a listed company involving a concept
There are 94 companies in total, including 78 on the main boards of Shanghai and Shenzhen, and 16 on the GEM.
, overall market capitalization, revenue, and non-net profit
1) Total market capitalization (As of December 15, 2023).
The total market value of listed companies is about 537.4 billion yuan, and the top 10 companies in terms of market value are about 2,395 yuan, accounting for about 4457%。
Overall revenue
The revenue of listed companies in the first three quarters was about 306.9 billion yuan, and the top 10 companies in terms of revenue were about 1,488 yuan, accounting for about 4848%。
OverallDeduction of non-net profit.
listed companies in the first three quartersNon-net profit is deductedabout 14.8 billion yuanNon-net profit is deductedThe top 10 companies are about 12.1 billion yuan.
The first three quartersThere were 33 enterprises with losses after deducting non-net profits, accounting for 3511%。
, leading enterprises
Top 10 companies by market capitalization (as of December 14, 2023).
Oriental Yuhong (48.5 billion), Opai Home Fnishing (41.1 billion), Beijing New Building Materials (37.4 billion),
Gujia Home Furnishing (28.7 billion), Weixing New Materials (23 billion), Sophia (23 billion), Mousse (12.2 billion), Gold Mantis (10.1 billion), Rabbit Baby (7.7 billion), Keshun (7.5 billion).
Based on revenue in the first three quarters of 2023Top 10 companies
Oriental Yuhong (25.4 billion), Beijing New Building Materials (17 billion), Opai Home (16.6 billion), Gold Mantis (16.5 billion), Gujia Home Furnishing (14.1 billion), Jianghe Group (14.1 billion), Weiye (11.7 billion), Yaxia (8.8 billion), Sophia (8.2 billion), Keshun (6.2 billion).
Non-net profit will be deducted for the first three quarters of 2023Top 10 companies
North New Building Materials (27.)100 million), Oppai Home Flourning (22000 million), Oriental Yuhong (21700 million), Gujia Home Furnishing (13700 million), Sophia (9100 million), Weixing New Materials (8500 million), Gold Mantis (6000 million), Mousse shares (5000 million), Jianghe Group (3900 million), Xilinmen (3800 million).
, the main concept stocks
1) MSCI, FTSE, and S&P are not one of the three major index concepts.
2) 27 social security ** shareholding concepts.
Sophia, Zhibang Home, Opai Home, Xilinmen, Gold Kitchen Cabinet, Rabbit Baby, Qumei Home, Daya Shengxiang, Weixing New Materials, Yayi Technology, Jianghe Group, Mingdiao Co., Ltd.
3) QFII shareholding concept 23 companies.
Oriental Yuhong, Beijing New Building Materials, Wang Li Security, Mengtian Home, Aili Home, Zhongyuan Home, Hengshang Energy Saving, Meizhi Shares, Yazhen Home, Zhejiang Zhengte, Fillinger, Zhengyuan Shares, Matrix Shares, etc.
4) The concept of major state-owned enterprises 9.
1) 3 central enterprises: Western Construction, Beijing New Building Materials, and China Railway Assembly.
2) 6 local state-owned enterprises: Sichuan Jinding, Conch New Materials, Jianyi Group, Weiye Shares, Meizhi Shares, and Baoying Shares.
Second, the prosperity of the industry
The top 10 companies in the industry by market capitalization are selected as samples, and the comparison of operating income and non-net profit data in the first three quarters of 2023 is mainly used to analyze and judge the changes in the prosperity of the industry.
Select 10 sticks** as:Oriental Yuhong, Opai Home, Beijing New Materials, Weixing New Materials, Gujia Home, Sophia, Mousse Shares, Gold Mantis, Keshun Shares, Xilinmen.
, year-on-year situation in 2022
Decoration and decorationIn 2022, the non-net profit deducted from 2021 will increase significantly. The revenue of 10 companies in 2022 will reach 152.9 billion yuan, a year-on-year decrease of 196%, deducting non-net profit to achieve 1267.1 billion yuan, an increase of 37 percent year-on-year67%。
Year-on-year performance in the three quarters of 2023
Q1The revenue of 10 enterprises reached 31.8 billion yuan, a year-on-year decrease of 308%, deducting non-net profit to achieve 202.3 billion yuan, a year-on-year decrease of 1127%。
Q210 enterprises achieved 43.2 billion yuan, an increase of 6 percent year-on-year40%, deducting non-net profit to achieve 498.9 billion yuan, an increase of 27 percent year-on-year17%。
Q310 enterprises achieved 42.6 billion yuan, an increase of 462%, deducting non-net profit to achieve 467.7 billion yuan, an increase of 1823%。
The first three quarters10 enterprises achieved 117.6 billion yuan, an increase of 304%, deducting non-net profit to achieve 1168.9 billion yuan, an increase of 15 percent year-on-year06%。
3. The overall valuation and volatility of the industry
Looking at valuations in terms of static P/E ratios
33 companies below 30 times, accounting for 3511%；
31 40 times 4, accounting for 426%；
41 times more than 57, accounting for 6064%。
Judging from the fluctuation of the 2 faucets
Oriental rainbow
As of December 18,Oriental rainbow**Price is 1965 yuan.
Ups and downs this year:Relative to the end of 2022 ** price (3357 yuan), under the ** 4117%。
Recent 12-month gains:Relative to recent highs (390 yuan)** 4962%, relative to recent lows (18.).7 yuan)** 508%。
Feedback outOriental rainbowRecently, it has fluctuated in the low range.
Oppai Home
As of December 18,Oppai Home**Price is 67$11.
Ups and downs this year:Relative to the end of 2022 ** price (12153 yuan), * 4329%。
Recent 12-month gains:Relative to recent highs (14487 yuan)** 5243%, relative to recent lows (66.).66 yuan)** 068%。
Feedback outOppai HomeRecently, it has clearly fluctuated in the low range.
Fourth, ** relevant information
, the recent 34** performance growth with high institutional attention
In the first three quarters of 2023, 16 companies deducted non-net profit to achieve a significant increase**
Oriental Yuhong (33), Sophia (31), Beijing New Materials (24), Mousse (21), Mona Lisa (21), Jianlang Hardware (21), Three Trees (21), Jiangshan Oupai (20), Good Wife (18), Lege (13), Ingenuity Home (12), Dream Lily (10), Asia Cuaneng (10),
Jianghe Group (8), AD (8), Shangpin Home Delivery (8).
In the first three quarters of 2023, 13 companies achieved a slight increase in non-net profit**
Opai Home Furnishing (36), Zhibang Home Furnishing (35), Gujia Home Furnishing (31), Weixing New Materials (28), Xilinmen (22), Gold Medal Cabinet (18), Ruierte (17), Rabbit Baby (16), Yongyi (10), Walrus New Materials (6), Henglin (6), Donghong (4), Beijing Lier (2).
In the first three quarters of 2023, 1 non-net profit declined slightly**
Luyang Energy Conservation (11).
In the first three quarters of 2023, 4 non-net profits fell sharply**
Keshun shares (21), Hollywood (3), Sente shares (4),
Piano (2).
, the recent static P/E ratio and dynamic P/E ratio are relatively low 10**
1) Lege shares (Static P/E Ratio: 2316 timesDynamic P/E Ratio: 735times).
2) Beijing New Building Materials: (12.)28 times, 1048 times).
3) Sophia: (14.)38 times, 1206 times).
4) Bunny: (17.)21 times, 1258 times).
5) Yongyi shares: (10.)58 times, 1259 times).
6) Joy Door: (28.)88 times, 1319 times).
7) Ingenuity Home Furnishing: (17.)13times). times).
8) Oppai Home: (15.)51 times, 1354 times).
9) Jianghe Group: (1504 times, 1382 times).
10) Gujia Home: (15.)93 times, 1442 times).
, 10 branches that have fluctuated in the low range recently**
Oppai Home, Zhibang Home, Sophia, Gujia Home, Beijing New Materials, Xilinmen, Mona Lisa, Jiangshan Opai, Rabbit Baby, Jianghe Group.