Since the beginning of the year, Jianyi Group has continuously issued bid-winning announcements. According to the latest information released by its official **, Jianyi Group and its subsidiary Jianxing Group have won the bid, with a total price of more than 34.6 billion yuan. This information conveys information to the outside world that the company's 2023 performance loss has not materially affected daily operations, and the momentum of business expansion is still soaring.
Since January 31, Jianyi Group released its 2023 performance forecast, the company's stock price has suffered a wave of heavy blows. Some market observers believe that the fluctuations in the share price of Jianyi Group on January 31, February 1, 2 and 5, or the stock price was stimulated by the good news of Zhuhai state-owned assets in the early stage, accompanied by the deterioration of market conditions, which accelerated the negative performance of the stock price under the performance loss information. On the other hand, there is concern that the company will have negative net assets after large losses.
In fact, careful investors should be able to see the clues from the 2023 performance forecast released by Jianyi Group. Although the company announced a loss in net profit attributable to the parent company, there was no risk warning of negative net assets. According to the Listing Rules of the Shenzhen Stock Exchange, if the audited net assets at the end of the most recent fiscal year are negative, or the net assets at the end of the most recent fiscal year after retrospective restatement are negative, the company shall disclose the risk warning announcement that the company's ** transactions may be subject to delisting risk warning within one month after the end of the corresponding fiscal year, and disclose the risk warning announcement at least twice before disclosing the annual report. Jianyi Group also explained this issue on the interactive platform.
Looking at the 2023 performance forecast released by Jianyi Group, the company expects a net profit loss attributable to the parent company of 4 in 2023600 million to 5RMB300 million, mainly due to the impact of the large impairment provision for accounts receivable from historical customers. During the reporting period, the company's business development in various sectors was good, and the company's operating income increased significantly compared with the same period last year. This is also confirmed by the revenue performance in the three quarters of 2023. In 2022, Jianyi Group will achieve a net profit turnaround; In the first half of 2023, the company achieved a total operating income of 240.9 billion yuan, a year-on-year increase of 17415%；Net profit attributable to shareholders of the listed company was 02.9 billion yuan, a year-on-year increase of 12674%；As of the third quarter of 2023, Jianyi Group has achieved a total revenue of 357.4 billion yuan, a year-on-year increase of 16223%, more than any annual revenue scale in history, and the cumulative amount of signed and unfinished contracts in the current period is as high as 258.8 billion yuan.
For the loss of Jianyi Group's profit in 2023, it is mainly a passive loss dragged down by the impairment of historical accounts receivable, which can be understood as the inevitable pain of accelerating the clearing of industry risks. On the other hand, it also shows that the company is actively solving the problems left over from history, and the problem burden has been cleared, paving the way for the subsequent stable and upward development. From the frequent bidding of Jianyi Group, it also proves that the company's business strength has not been affected, which is also the confidence of future development.
Although it will take time for the winning project to be translated into the performance figures in the financial report, the listed companies continue to convey positive messages of business improvement, injecting rare certainty and confidence into the market. According to the announcement of Jianyi Group and the data published on its official website, since January, the company's total number of winning contracts has reached 12400 million yuan. Moreover, unlike the previous bid-winning projects of the company, most of the company's bid-winning projects were concentrated in Zhuhai, the recent bid-winning projects of Jianyi Group include Zhongshan, Shenzhen, Shanghai and other places in addition to Zhuhai. Jianyi Group focuses on the "1+5+X" domestic market, takes Shenzhen and Zhuhai as its main business positions, deeply cultivates the Guangdong-Hong Kong-Macao Greater Bay Area, focuses on the development of five regions: East China, North China, Northwest China, Southwest China and Central China, and is committed to building a well-known domestic construction industry chain group company. The sufficient orders are enough to prove the strength of the company, and the daily operation is stable.
On the other hand, it is worth noting that Zhengfang Group is the largest shareholder of Jianyi Group. Zhengfang Group is backed by the State-owned Assets Supervision and Administration Commission of Xiangzhou District, Zhuhai, and Jianyi Group is currently the only listed company platform under Zhengfang Group. It is precisely because of this that after the Zhuhai State-owned Assets Supervision and Administration Commission announced the launch of a new round of state-owned enterprise restructuring and integration on January 29, Jianyi Group opened on January 30 and rose to the daily limit. As the largest shareholder, in addition to bail-out, industrial and resource synergy, Zhengfang Group is also conducive to enhancing the financial credit and financial strength of Jianyi Group and improving the company's ability to resist risks, which is very important to help Jianyi Group smooth the fluctuations in the economic cycle. After the empowerment of Zhengfang, "Xinjian Art" is expected to continue to give full play to the Group's industry-leading advantages in the field of decoration and decoration projects, and maintain stable business and profit growth.
The loss of profits in 2023 not only shows the group's attitude of accelerating the clearing of historical receivables, but also builds the strategic determination of the company's long-term good business development, indicating a new chapter of further leapfrog development.
As one of the earliest professional building decoration enterprises established in China and listed in the top 500 enterprises in Shenzhen for 6 consecutive years, Jianyi Group is strong enough, and the conditions for upstream and downstream extension or diversified development have matured. And with the attributes of science and technology to empower the main business, promote the realization of the project from planning, design, construction, delivery to operation and maintenance of the whole life cycle of the industrial chain coverage, everything is ready to go. With the blessing of its own brand strength, with the commissioning of the project, the performance contribution to the revenue scale and other performance will be gradually released in 2024.
Following the SASAC proposed the "one profit and five rates" index system in 2023, on January 24, 2024, the SASAC said that it would further study the inclusion of market value management in the performance appraisal of the heads of ** enterprises, which indicates that a new chapter in the market value management of central enterprises has been opened, and undoubtedly puts forward new challenges and opportunities for the development of state-owned enterprises. For 2024, Jianyi Group emphasizes the core goal of "profit maximization", greatly reducing the internal operating costs of the enterprise and improving the profit acquisition ability of effective projects. Backed by state-owned assets, Jianyi Group can obtain a broad development space with the help of capital and resource strength at a time when the concentration of the building decoration industry is gradually increasing.
Article**: Finance Associated Press.