豫股专题：河南省上市公司2024年中报总结

Group 1: Overview of Henan Listed Companies' Performance - The total operating revenue of 110 listed companies in Henan reached 503.34 billion yuan in the first half of 2024, an increase of 5.57% year-on-year, marking the highest level in recent years [1][5] - The net profit attributable to shareholders was 31.96 billion yuan, a year-on-year increase of 25.50%, the second highest level in recent years, only behind the 39.25 billion yuan recorded in the first half of 2021 [1][5] - Compared to the overall A-share market, where operating revenue decreased by 1.42% and net profit decreased by 2.37%, Henan listed companies outperformed these metrics [1][10][11] Group 2: Industry Performance - The automotive industry in Henan saw the highest revenue growth at 39.97%, followed by the non-ferrous metals industry with a 15.39% increase [2][39] - The electronic industry also showed significant profit growth, while the agriculture, forestry, animal husbandry, and fishery sector turned losses into profits [2][39] - In contrast, industries such as power equipment and new energy, pharmaceuticals, food and beverage, and coal experienced varying degrees of revenue decline [2][39] Group 3: Profitability and Financial Metrics - The overall gross profit of 108 companies (excluding those not disclosing gross profit) was 90.19 billion yuan, a year-on-year increase of 27.12%, with a gross profit margin of approximately 18.19%, up 3.06 percentage points [30] - The net profit margin for 110 companies was approximately 6.35%, an increase of 1.01 percentage points year-on-year [30] - The operating revenue structure showed a significant concentration, with the top three companies accounting for 37.23% of total revenue [16] Group 4: Dividend Distribution - A total of 12 listed companies in Henan announced dividend plans for the first half of 2024, distributing a total of 4.79 billion yuan, with notable contributions from companies like Shuanghui Development and Longbai Group [36][38] Group 5: Comparison with National Rankings - In terms of quantity and performance, Henan ranked 12th in the number of listed companies, 11th in net profit, and 13th in total assets among 31 provinces and municipalities in China [12][14][15]