**Wan Fan Incentive Plan The contract liability is changed from the previous advance collection account, which is the deposit received by the enterprise from the customer in advance, which means that the certainty of the order is relatively large, and the change of contract liability can reflect the direction of the company's performance change. Today, I used three sales to export the contract liabilities of all A-share companies, and then screened out the companies with contract liabilities greater than 100 million in Q3 in 2022 and 2023, and found that there are only 10 A-share companies with contract liabilities of more than 30% year-on-year, which means that the certainty of these companies' future performance is very high!
The first: Ganfeng Lithium
Ganfeng Lithium's 2022 Q3 contract liabilities are 36.6 billion, 23 Q3 contract liabilities increased to 92.5 billion yuan, the world's largest lithium metal producer, the largest domestic lithium compound business, benefiting from the development of new energy vehicles;
The second: CMOC
CMOC's 2022Q3 contract liabilities are 124.6 billion yuan, and the contract liabilities in Q3 2023 will increase to 240.6 billion yuan. The company is a polymetallic mining giant, a model of mixed reform, and its business covers many places around the world. With the gradual increase of TFM mixed ore and KFM copper and cobalt ore, the company's performance is very certain.
The third: Goldwind
Contract liabilities for the third quarter of '22 were 61With a contract liability of 7.9 billion yuan and a contract liability of 11.1 billion yuan in the third quarter of 23, Goldwind is a leading wind power enterprise in the world, and its wind turbine technology has always been in a leading position, and its shipments have maintained the first place in China for many years.
The fourth: CNOOC
CNOOC's contract liabilities for 3Q22 were 70.6 billion yuan, and the contract liabilities in the third quarter of '23 increased to 110.2 billion yuan, the company's oil service sector broke the technology monopoly, continued to expand the domestic and foreign markets, and is expected to benefit from the increase in domestic and foreign market share in the future.
The fifth: Xinhua Winshare
Xinhua Winshare reported contract liabilities of 10 in the third quarter of 221.5 billion, 23 years three quarterly report contract liabilities 132.8 billion yuan, the general book publishing business, educational equipment & education informatization business, and Internet book e-commerce business cultivated by the company will enter the harvest period one after another.
Sixth: Zheng Coal Machine
The contract liabilities in the third quarter of 22 are 3 billion, and the contract liabilities are 3.9 billion in the third quarter of 23, and the domestic hydraulic support is the leader, and the hydraulic support accounts for about 45% of the fully mechanized mining equipment expenditure, and the prosperity of coal mining machinery is on the rise.
Attached is the data on the change of contract liabilities of some enterprises**: