Longbai CNPC Pangang Jinpu Ananda Anning Huiyun Baotai Lubei 2023 first-half performance report summary

On August 21, Longbai Group (002601) released its semi-annual results report in the evening, saying that the operating income in the first half of 2023 was about 13.248 billion yuan, an increase of 6.84 percent over the same period last year; the net profit belonging to shareholders of listed companies was about 1.262 billion yuan, down 44.31 percent from the same period last year; basic earnings per share was 0.53 yuan, down 47.52 percent from the same period last year.

In the first half of the year, the operating income of titanium dioxide products of Longbai Group was 8.789 billion yuan, accounting for 66.34% of the company's operating income in the first half of the year; the operating income of iron products was 1.281 billion yuan, accounting for 9.67% of the company's operating income in the first half of the year; and the operating income of sponge titanium products was 1.086 billion yuan, an increase of 1.59% over the same period last year.

Medium Nuclear Titanium dioxide (002145) According to the semi-annual report disclosed in the evening, the company's operating income for the first half of 2023 was 2.214 billion yuan, down 22.97% from the same period last year; the net profit returned to its mother was 214 million yuan, down 60.12% from the same period last year; and basic earnings per share was 0.06 yuan. It is expected that the titanium dioxide industry will continue the format of "stable and weak operation of supply and demand and high cost price" in the second half of 2023. The international leading market position, the casting and consolidation of the operating advantages of leading enterprises, and the introduction of a series of policies in China's real estate industry will help China's titanium dioxide industry to speed up the clearance of new and old production capacity and repair the profitability of the industry.

On August 21, Vanadium and Titanium shares (000629) released its semi-annual results report in the evening, saying that operating income in the first half of 2023 was about 7.627 billion yuan, down 7.53 percent from the same period last year; net profit belonging to shareholders of listed companies was about 603 million yuan, down 43.81 percent from the same period last year; basic earnings per share was 0.0702 yuan, down 43.75 percent from the same period last year.

On August 10, Jinpu Titanium Industry (000545) released its semi-annual report for 2023, with operating income of 1.123 billion yuan during the reporting period, down 18.32% from the same period last year. Net profit belonging to shareholders of listed companies-78.4098 million yuan, turning into profit and loss compared with the same period last year; net profit belonging to shareholders of listed companies after deducting non-recurring gains and losses-87.6927 million yuan; basic earnings per share-0.0795 yuan.

On the evening of August 18, Anada (002136) released its semi-annual performance report, saying that operating income in the first half of 2023 was about 1.064 billion yuan, down 21.48 percent from the same period last year; net profit belonging to shareholders of listed companies was about 63.97 million yuan, down 49.96 percent from the same period last year; basic earnings per share was 0.2975 yuan, down 49.96 percent from the same period last year.

On August 25, Anning (002978) released its semi-annual results report, saying that the operating income in the first half of 2023 was about 845 million yuan, down 21.45 percent from the same period last year; the net profit belonging to shareholders of listed companies was about 444 million yuan, down 32.34 percent from the same period last year; and basic earnings per share was 1.1074 yuan, down 32.35 percent from the same period last year.

On the evening of August 30th, Huiyun Titanium Industry (300891) disclosed its semi-annual report that operating income in the first half of the year was about 861 million yuan, an increase of 6.21% over the same period last year; net profit was about 12.3707 million yuan, down 78.98% from the same period last year; and basic earnings per share was about 0.03 yuan. Huiyun Titanium Industry also announced that in order to further expand the company's industrial layout in the titanium dioxide industry and meet market demand, the company intends to acquire Detian Chemical holding shares with self-raised funds.

On August 24th, Baoti (600456) released its semi-annual report that the operating income was 3.709 billion yuan, up 9.81% from the same period last year, and the net profit was 380 million yuan, up 5.46% from the same period last year. The non-net profit was 356 million yuan, up 3.91% from the same period last year, and the basic earnings per share was 0.7967 yuan.

Lubei Chemical (600727) released its semi-annual performance report on the evening of August 30th, saying that the operating income in the first half of 2023 was about 2.145 billion yuan, down 24.05% from the same period last year; the net profit belonging to shareholders of listed companies was about 12.59 million yuan, down 88.5% from the same period last year; basic earnings per share was 0.02 yuan, down 88.66% from the same period last year.