[专题]2022年上半年上市公司商混业务经营发展比较分析

2022-09-15 17:20:51

据不完全统计,目前在A股主板、港股以及台股中发展商混业务的上市企业约有31家,其中以商混作为主营业务的企业有9家。2022年中期报告披露出具体商混收入的上市企业有28家,而青松建化、中国能建和亚泰集团未披露商混业务收入数据。关于上市企业2022年上半年商混的销量、售价、毛利率以及回款情况表现如何,具体分析详见下文:

一、 超七成企业商混收入下滑 总量为近三年同期最低水平

2022年上半年28家上市企业共计实现商混收入总额489.07亿元,同比减少约17.06%,甚至已低于2020年同期水平。

从商混收入总额来看,2022年上半年中国建材商混业务收入为176.78亿元,继续稳居首位。商混收入第二名到第四名仍是西部建设、上海建工和华润水泥,华新水泥则取代金隅集团成为2022年上半年商混收入排行的第五名。前五大上市企业商混收入共计386.74亿元,占28家上市企业商混收入总额的79.08%,占比较2021年同期降低约3.94个百分点。最后,垒知集团、上峰水泥、塔牌集团、泰林科建和苏宁环球实现商混收入在0.15-1.26亿元之间,居于倒数后五位。

从商混收入增速来看,由于疫情反复以及房地产景气度下滑影响,2022年上半年有21家上市企业商混收入同比减少。其中,降幅在30%以上的企业有8家,分别为深天地A(-68.34%)、塔牌集团(-36.02%)、金圆股份(-35.73%)、上海建工(-34.51%)、三圣股份(-34.36%)、苏宁环球(-30.50%)、云南建投混凝土(-30.27%)、金隅集团(-30.11%)。

与此同时,有7家上市企业商混收入同比增长,增速在30%以上的企业分别为海螺水泥(484.10%)、华新水泥(68.69%)以及四方新材(44.95%)。上述三家上市公司上半年均通过兼并收购以及新设站点的行为,扩大了商混产能和市场份额,在行业整体景气度不足的情况下,逆市实现商混营收大幅增长。

表1:2020-2022年上半年28家上市企业的商混收入情况(单位:亿元,%)

数据来源:水泥大数据(https://data.ccement.com/)

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