In April, the 2021 first quarter reports of listed ceramic companies were released one after another. Their performance increased significantly year-on-year, and the revenue of the top three companies with the highest growth rate at least doubled year-on-year.
The performance overview of the first quarter is as follows: Keda Manufacturing’s revenue was 2.112 billion yuan, a year-on-year increase of 65.91%; Diou Home’s revenue was 1.160 billion yuan, a year-on-year increase of 46.16%; Dongpeng Holdings’ revenue was 1.133 billion yuan, a year-on-year increase of 135.28% ; Dow Technology's revenue was 1.068 billion yuan, a year-on-year increase of 134.07%; Mona Lisa's revenue was 996 million yuan, a year-on-year increase of 105.62%; Yuexin Health's revenue was 209 million yuan, a year-on-year increase of 71.90%.
Top 10 richest people in listed ceramic companies in the first quarter
Both are worth more than 1 billion yuan
In the first quarter report, listed ceramic companies all announced the shareholdings of their top 10 shareholders.
Among them, Liang Tongcan, the largest shareholder of Keda Manufacturing, holds 412,842,779 shares, an increase of 32,080,000 shares compared with 380,762,779 shares at the end of 2020, and the shareholding ratio also increased from 20.16% to 21.86%.
Based on the number of shares held by a shareholder and combined with its stock price, the theoretical worth of the shareholder can be calculated.
However, some shareholders are hidden behind the company name. For example, the top 10 shareholders of Dongpeng Holdings are all named after the company, but the operators or beneficiaries behind them can be known through the names. According to Qichacha, the first two shareholders of Dongpeng Holdings, "Ningbo Lijian Venture Capital Partnership (Limited Partnership), Foshan Huashengchang Ceramics Co., Ltd." and the tenth shareholder "Guangdong Yuhe Trading Co., Ltd." are all He Xin Ming and his family hold the shares. The total shareholding ratio of these three shareholders reached 45.21%.
In April this year, He Xinming and his family made their debut on the Forbes list of global billionaires with a net worth of US$1.8 billion, ranking 1,750 in the world. Forbes calculates their worth by multiplying the stock price by the number of shares held.
Based on the closing price on April 30, "Ceramic Information" found after sorting that listed ceramic companies in China have produced 10 billionaires. Among them, He Xinming and his family top the list with a net worth of 10.761 billion yuan. Followed by Liang Tongcan, Xiao Hua, Huo Rongquan, Rong Jihua, Lu Qin, Deng Qitang, Zhang Qikang, Bian Cheng, Liu Jin.
Sales from the top 5 customers of listed ceramic companies in 2020
The highest proportion reached 35.46%
From March to April 2021, major listed ceramic companies successively released their 2020 financial reports. It can be learned from the financial reports that listed ceramic companies have achieved performance growth in 2020.
In 2020, Keda Manufacturing’s revenue was 7.390 billion yuan, a year-on-year increase of 15.06%; Dongpeng Holdings’ revenue was 7.158 billion yuan, a year-on-year increase of 6.02%; Diou Home Furnishing’s revenue was 5.637 billion yuan, a year-on-year increase of 1.20% (including European Shennuo’s revenue was 5.022 billion yuan, a year-on-year increase of 0.33%); Mona Lisa’s revenue was 4.864 billion yuan, a year-on-year increase of 27.86%; Dow Technology’s revenue was 3.315 billion yuan, a year-on-year increase of 10.99%; Yuexin Health (Smick)’s revenue 1.195 billion yuan, a year-on-year increase of 2.44%.
From the 2020 annual report, you can also learn the sales contributed by the top five customers of each listed ceramic company.
For example, the largest customer of Dongpeng Holdings contributed 362 million yuan in sales last year, accounting for 5.06% of annual sales; the sales volume of the second to fifth largest customers last year were 126 million yuan and 105 million yuan respectively. , 91 million yuan, and 77 million yuan, accounting for 1.75%, 1.47%, 1.27%, and 1.08% respectively. The total sales of the top five customers was 761 million yuan, accounting for 10.63% of its annual sales. It can be seen that the sources of Dongpeng Holdings' performance last year were relatively dispersed and balanced.
Keda Manufacturing disclosed that the total sales of the top five customers were 848 million yuan, accounting for 11.49% of the overall revenue, but the sales figures of the top five customers were not announced.
The total sales of Diou Home Furnishing’s top five customers was 1.999 billion yuan, accounting for 35.46% of its annual sales, especially the top two customers combined accounted for 32.61%. Among them, the sales volume of the largest customer was 997 million yuan, accounting for 17.69% of the annual sales; the sales volume of the second largest customer was 841 million yuan, accounting for 14.92% of the annual sales. In comparison, the third to fifth largest customers were 60 million yuan, 53 million yuan, and 47 million yuan respectively, accounting for 1.07%, 0.94%, and 0.84% respectively.
The total sales of Mona Lisa’s top five customers was 1.425 billion yuan, accounting for 29.29% of its annual sales. Among them, the sales volume of the first largest customer was 364 million yuan, accounting for 7.49%; the sales volume of the second largest customer was 321 million yuan, accounting for 6.61%; the sales volume of the third largest customer was 320 million yuan, accounting for 6.58%; The sales volume of the four largest customers was 287 million yuan, accounting for 5.91%; the sales volume of the fifth largest customer was 132 million yuan, accounting for 2.71%. The sales of Mona Lisa's top five customers are not much different from each other and are relatively balanced.
The total sales of Dow Technology's top five customers was 1.082 billion yuan, accounting for 32.66% of its annual sales. Among them, the largestCustomer sales were 295 million yuan, accounting for 8.91%; the second largest customer's sales were 215 million yuan, accounting for 6.48%; the third largest customer's sales were 213 million yuan, accounting for 6.43%; the fourth largest customer's sales The sales volume of the fifth largest customer was 205 million yuan, accounting for 6.18%; the sales volume of the fifth largest customer was 154 million yuan, accounting for 4.65%. The sales of Dow Technology's top five customers are also relatively balanced.
The total sales of Yuexin Health’s top five customers was 119 million yuan, accounting for 9.92% of its annual sales. The sales volume of the first to fifth largest customers last year were 30 million yuan, 29 million yuan, and 21 million yuan respectively. yuan, 20 million yuan, and 18 million yuan, accounting for 2.55%, 2.44%, 1.74%, 1.66%, and 1.53%, respectively.
(The article is reproduced from Ceramic Information)
