From the third quarter financial report of listed companies, the net profit of enterprises is showing a growing trend

Listed companies related to security have been announced in the third quarter of 2010. The data in semiannual and quarterly bulletin announcements of various companies are the best indication of the recent development trend of the security industry. We studied the 3 quarterly reports of 16 listed companies. Of these 16 companies, 14 companies had a growing net profit.

The third quarter financial report showed that the security industry maintained overall growth in the industry as a whole, and the technology upgrade of the video surveillance industry entered the front-end digitization stage. On this basis, the emergence of networked and intelligent applications continued to open up new application areas. The development of the economic level promoted the rapid improvement of the security awareness, and the video monitoring penetration rate continued to increase. As a result, the security concept stocks continued to rise steadily in the third quarter. On the other hand, as the Internet of things has become an emerging development industry, the introduction of the "Twelfth Five-Year Plan" has involved the rapid growth of the concept stocks in the field of the Internet of Things, and individual stocks have performed outstandingly.

However, we can also find that individual companies are losing money and fail to achieve profitability. For example, Huaping shares decreased by 18.04% in the first three quarters of 2010, despite the fact that the revenue in the third quarter was 2.2762 million yuan, which has narrowed the decline of Warburg shares, but it still has not changed the current situation of losses of Warburg shares. The performance of Hanwang Technology, which performed strongly in the semi-annual report, fell by 53.37% year-on-year in the third quarter. The analysis was mainly due to the rapid increase in the cost of Hanwang Technology this quarter. Security Technology’s third-quarter earnings per share of $0.31 also failed to reach its previous forecast of $0.32 per share. Security Technology has recently taken a high-profile move into the Internet of Things. It is not difficult to understand that companies want to use the Internet of Things to drive the company’s growth.

According to industry analysts, this year along with the Shanghai World Expo, the Guangzhou Asian Games and other large-scale activities, the construction of rail transit and other public facilities and the strengthening of campus security, the country has entered the climax of the construction of security facilities, the next year will also be held in the World University Games Will play a role in promoting the market. According to statistics from the China Security Association, the maintenance of a high degree of prosperity in the domestic security market has brought about a stable growth environment for the entire industry. Therefore, the overall outlook of the security industry is still relatively bright, but here we must also see that traditional product suppliers have been in a more passive position in the fierce market competition.

The following is a Q3 performance report for various security listed companies:

Hikvision: The three quarterly reports show that the company achieved total operating revenue of 990 million yuan in the period from July to September, an increase of 65% year-on-year, and achieved a profit of 0.57 yuan per share, an increase of 31% over the same period of last year. In the first three quarters, it achieved a total operating income of 2.39 billion yuan, a year-on-year increase of 66.58%, and a net profit of 655 million yuan, a year-on-year increase of 38.02%. In addition, as of the end of the reporting period, the top ten circulating shareholders who are subject to unlimited sales are all funds. Compared with the semi-annual report, the number of the top-ranked funds exceeds 4.21 million, and the top ten funds hold a total of nearly 20 million shares.

Dahua shares: The company maintained a high growth trend in the third quarter and its annual results exceeded expectations. In the first nine months of the year, the company realized revenue of 958 million yuan and net profit of 141 million yuan, an increase of 84.8% and 134.7% year-on-year, respectively, and earnings per share of 1.04 yuan. The company also expects its annual net profit to increase by 110%-140% year-on-year, far exceeding the market and its previous expectations. Under the drive of DaAn security strategy, the company is actively transforming from product suppliers to system solution providers. With the advantages of brands and channels, as well as system integration and the expansion of large-scale engineering projects, it is expected that the company's front-end and intelligent transportation products will usher in explosive growth. So that it will maintain rapid growth in the coming years.

Dali Technology: Data show that in the first three quarters of 2010, the company achieved operating income of 174 million yuan, an increase of 25.20% year-on-year; net profit attributable to shareholders of listed companies was 35,749,800 yuan, an increase of 18.07%; and basic earnings per share of 0.36 yuan. From July to September 2010, the company achieved an operating income of 82 million yuan, an increase of 30.24% year-on-year, which was further increased from 21.03% in the first half of the year.

Yuanwang Valley: In the first three quarters of 2010, the company realized operating income of 135 million yuan, an increase of 3.74% over the same period of the previous year. In the period from July to September 2010, it achieved total operating revenue of 56.03 million yuan, an increase of 36.75% over the same period of the previous year.

Hanwang Technology: The report shows that Hanwang's operating revenue for the quarter was 291 million yuan, up 103.9% year-on-year, and profit was 13.14 million yuan, down 53.37% year-on-year. According to financial data, Hanwang Technology's net profit fell mainly due to the rapid increase in cost. In terms of operating costs, Hanwang Technology’s operating cost growth in the quarter exceeded its operating income growth. From the point of view of product sales, Hanwang Technology did not disclose classified sales data such as electronic paper books and other main business, but sales data for the quarter increased. From the first three quarters of this year, Hanwang Technology achieved a revenue of 966 million yuan, a year-on-year growth of 202.95%, and a net profit of 100 million yuan, an increase of 104.98% year-on-year. Hanwang Technology expects its net profit this year to increase by 30% to 50% over last year.

Huaping shares: The three quarterly report, the company changed the semi-annual report of the "trend", the third quarter revenue of 22,762,200 yuan, an increase of 125.9%; net profit of 12.775 million yuan, an increase of 487.59%. The decline in the company's performance in the first three quarters was also narrowed, resulting in revenue of 4467.71 million yuan, a year-on-year decrease of 18.04%; net profit of 16.4132 million yuan, a year-on-year decrease of 7.38%. The two items were reduced by 50.61% and 94.95% year-on-year in the semi-annual report. The company explained that the growth in performance was mainly attributable to the expansion contract signed with China Agricultural Development Bank and China Life Insurance Co., Ltd., with a total contract value of 48.17 million yuan. At the same time, the company stated that in the fourth quarter, it will continue to implement the big customer strategy, continue to negotiate business with potential large customers, and will negotiate with relevant upstream and downstream companies to achieve some small-scale company mergers and acquisitions and investments.

Da Shizhi Intelligence: In the first three quarters, the company realized a net profit of 20.21 million yuan, an increase of 4.16% year-on-year; in the third quarter, it achieved a net profit of 9.788 million, a year-on-year increase of 12.4%. According to analysis, the company's operating income rose by 31.85% in the third quarter, basically in line with expectations. The main reason for dragging down the third quarter performance was the rapid growth in sales expenses. In the third quarter, the company increased its personnel and market investment, and its sales expenses increased by 109% year-on-year. The company predicts that the net profit for the year will increase by less than 20% from the same period of last year.

Security Technology: The quarterly report showed that security technology revenue in the third quarter was 182.15 billion U.S. dollars, an increase of 14% year-on-year. The third quarter gross profit margin and business interest rate increased by 860,850 basis points respectively. Third-quarter net profit was $27.27 million, which was a year-on-year increase of 24%. The third quarter earnings per share of 0.31 US dollars. The market was generally expected to be 0.32 US dollars.

The competition is smart: In the period from January to September 2010, the company achieved operating income of 244.6637 million yuan, an increase of 28.58% over the same period of the previous year, and the company's net profit attributable to shareholders of the company's common stock was 53,324,400 yuan, an increase from the same period of last year. 15.64%.

Yinjiang Stock: During the reporting period, the company's total operating income was 156,748,319.05 yuan, an increase of 27.72% over the same period of last year; the net profit attributable to shareholders of the parent company was 16,214,490.57 yuan, an increase of 31.68% over the same period of last year. The net cash flow generated by the company's operating activities was -8,662.41 million yuan, a decrease of 225.91% from the same period of last year, which was mainly due to the fact that the company increased its marketing efforts in the entire country, expanded its business scale, received more major projects, and extended its payment period accordingly. To.

SUNIX Electronics: The data show that in the first three quarters of 2010, the company achieved operating income of 200 million yuan, an increase of 30.39% year-on-year; the net profit attributable to the shareholders of the listed company was 18,185,500 yuan, an increase of 21.02% year-on-year. From July to September 2010, the company achieved an operating income of 66,368,700 yuan, a year-on-year increase of 27.93%.

Rihai Communications: The three quarterly reports showed that the prosperity of the light communications industry was boosted by strong market demand, and Rihai Communications maintained rapid growth during the reporting period. During the reporting period, the company's orders increased significantly, achieving a total of 258 million yuan in main business income and a net profit of 32.73 million yuan. At the same time, due to the economies of scale, the net profit realized by the company increased by 43.89% year-on-year, exceeding the year-on-year increase of 35.38% of main business income. In the first three quarters of this year, the company achieved a total operating income of 594 million yuan, and achieved a net profit of 71.27 million yuan, an increase of 31.86% and 43.92% respectively year-on-year. The company expects the net profit growth in 2010 will be between 30-50%. It is reported that although the communications equipment industry as a whole is slowed down by the influence of operator investment, the optical communications industry is a sub-sector concerned, benefiting from the increased construction of 3G base stations and optical networks by operators, and the increase in demand for network connection and protection equipment. The industry expects that Rihai Communications will maintain a good momentum of growth in the next 2-3 years.

Tongzhou Electronics: In the third quarter, the company achieved operating income of 600 million yuan, an increase of 39.75% year-on-year. In the first three quarters of 2010, the company achieved operating revenue of 1.7 billion yuan, an increase of 21.94% year-on-year.

Xinmao Technology: The data show that in the first three quarters of 2010, the company realized operating income of 600 million yuan, an increase of 66.06%; net profit attributable to shareholders of listed companies 5.13 million yuan, an increase of 264.31%. From July to September 2010, the company achieved operating income of 200 million yuan, an increase of 58.60%.

Hanwei Electronics: In the third quarter, the company achieved operating income of 60,483,300 yuan, an increase of 89.83% over the same period of last year; operating profit of 14,753,500 yuan, an increase of 59.45% over the same period of last year; total profit of 185.419 million yuan, an increase of 79.71% over the same period last year The net profit attributable to the shareholders of the parent company was 15,930,500 yuan, an increase of 83.98% over the same period of last year. From January to September 2010, the company's operating income was 111,281,600 yuan, an increase of 31.61% compared with the same period of last year; the net profit attributable to the shareholders of the parent company was 24,405,700 yuan, a decrease of 3.13% compared with the same period of last year.

Tongfang shares: According to the report, from July to September 2010, the net profit attributable to shareholders of listed companies of Tongfang shares reached RMB 148 million, an increase of 82.86% year-on-year. Affected by the favorable factors in the third quarter, the net profit attributable to shareholders of listed companies from January to September 2010 reached 280 million yuan. The report also shows that due to factors such as the purchase of subsidiaries, participation in the Shanghai World Expo in the third quarter, and the need to pay interest, all aspects of expenditure have increased. In addition, the report also predicts that the cumulative net profit from the beginning of the year to the end of the next reporting period may be a loss or a warning compared to the same period last year.