【轻工】核心公司半年报业绩前瞻-韭研公社

登录注册

【轻工】核心公司半年报业绩前瞻

机构投资探测仪~~~

2023-07-10 15:22:01

江山欧派

王力安防

好太太

晨光股份

百亚股份

明月镜片

华旺科技

行业	代码	公司名称	备注	收入(百万元)																							收入变化 (%)
行业	代码	公司名称	备注	2019Q1	2019Q2	2019Q3	2019Q4	2020Q1	2020Q2	2020Q3	2020Q4	2020	2021Q1	2021Q2	2021Q3	2021Q4	2021	2022Q1	2022Q2	2022Q3	2022Q4	2022	2023Q1	2023Q2	2023H1E	2023E	2022Q4同比	2022同比	2023Q1同比	2023Q2同比	2023H1同比	2023同比
轻工制造	603833.SH	欧派家居	已出预告	2,203.04	3,306.99	4,025.28	3,998.06	1,430.02	3,535.52	4,766.07	5,008.08	14,739.69	3,299.58	4,900.60	6,201.71	6,039.71	20,441.60	4,144.23	5,549.13	6,575.35	6,210.79	22,479.50	3,570.33	6,270.52	9,840.85	24,727.45	2.9%	10.0%	-13.8%	13.0%	1.5%	10.0%
轻工制造	002572.SZ	索菲亚	已出预告	1,184.93	1,957.46	2,169.16	2,374.52	763.39	1,791.46	2,539.40	3,258.58	8,352.83	1,760.28	2,539.64	2,943.85	3,163.32	10,407.09	1,998.51	2,782.50	3,152.83	3,288.71	11,222.54	1,804.73	3,060.75	4,865.48	12,681.47	2.9%	7.8%	-9.7%	10.0%	1.8%	13.0%
轻工制造	603801.SH	志邦家居	已出快报	414.18	734.73	809.06	1,004.17	326.42	898.02	1,147.83	1,468.17	3,840.44	682.51	1,225.72	1,413.94	1,830.62	5,152.80	758.74	1,276.51	1,481.71	1,871.82	5,388.78	805.74	1,531.82	2,337.56	6,304.87	2.3%	4.6%	6.2%	20.0%	14.9%	17.0%
轻工制造	603180.SH	金牌厨柜	已出快报	278.13	507.24	601.58	738.50	267.20	561.47	786.54	1,024.64	2,639.84	485.09	841.80	892.63	1,228.25	3,447.77	568.70	862.20	1,057.91	1,064.54	3552.33	574.85	1,034.64	1,609.48	4,440.41	-13.3%	3.0%	1.1%	20.0%	12.5%	25.0%
轻工制造	001322.SZ	箭牌家居		-	-	-	-	-	-	-	-	-	-	2,250.22	2,280.50	2,756.59	7,287.31	1128.38	2,178.36	1,960.19	2,246.54	7,513.46	1,109.56	2,614.03	3,723.59	9,016.16	-10.0%	3.1%	-1.7%	20.0%	12.6%	20.0%
轻工制造	603208.SH	江山欧派		242.05	488.38	605.01	691.18	300.84	761.13	960.42	989.13	3,011.51	474.45	932.53	880.65	869.68	3,157.31	490.88	779.56	942.70	995.79	3,208.92	682.22	974.45	1,656.67	4,492.49	25.0%	1.6%	39.0%	25.0%	30.4%	40.0%
轻工制造	605268.SH	王力安防	已出预告	-	-	585.95	580.40	155.65	521.67	710.84	725.75	2,113.91	335.60	685.33	785.54	838.44	2,644.91	353.73	640.98	593.60	614.41	2,202.72	394.68	801.23	1,195.91	3,000.00	-26.7%	-16.7%	11.6%	25.0%	20.2%	36.2%
轻工制造	603816.SH	顾家家居		2,459.76	2,550.42	2,764.60	3,318.81	2,287.72	2,573.65	3,683.34	4,121.27	12,665.99	3,781.96	4,234.05	5,209.12	5,116.82	18,341.95	4,540.19	4,475.81	4,746.04	4,248.41	18,010.45	3,953.54	5,147.18	9,100.72	19,811.49	-5.0%	-1.8%	-12.9%	15.0%	0.9%	10.0%
轻工制造	603008.SH	喜临门		838.60	1,203.23	1,309.64	1,519.93	724.69	1,251.11	1,477.01	2,170.47	5,623.29	1,250.18	1,856.70	1,935.81	2,729.16	7,771.84	1,404.61	2,200.97	2,135.47	2,097.68	7,838.73	1,467.42	2,531.11	3,998.53	9,798.41	-3.0%	0.9%	4.5%	15.0%	10.9%	25.0%
轻工制造	001323.SZ	慕思股份		-	-	-	-	-	-	-	-	-	1,242.32	1,566.61	1,462.80	2,209.31	6,481.04	1,244.77	1,507.26	1,401.43	1,659.21	5,812.68	957.20	1,657.99	2,615.19	6,684.58	-15.0%	-10.3%	-23.1%	10.0%	-5.0%	15.0%
轻工制造	603848.SH	好太太		264.04	312.50	282.08	401.65	122.45	250.73	320.18	466.64	1,160.01	210.65	368.22	369.39	477.19	1,425.45	243.72	379.25	385.10	373.95	1,382.02	276.23	474.06	750.29	1,727.52			13.3%	25.0%	20.4%	25.0%
轻工制造	603899.SH	晨光股份		2,355.61	2,483.01	3,108.72	3,193.76	2,083.59	2,677.84	3,776.38	4,599.94	13,137.75	3,812.03	3,874.21	4,465.38	5,455.79	17,607.40	4,228.85	4,204.59	5,296.16	6,266.72	19,996.32	4,881.60	5,255.74	10,137.33	24,595.47	15.0%	13.6%	15.4%	25.0%	20.2%	23.0%
轻工制造	002511.SZ	中顺洁柔	已出预告	1,540.52	1,631.87	1,647.49	1,815.03	1,670.91	1,945.29	1,939.11	2,268.21	7,823.53	2,102.13	2,145.52	2,027.21	2,875.02	9,149.87	1,884.34	2,483.28	1,746.33	2,455.75	8,569.69	2,060.54			10,026.54	-6.0%	-6.3%	9.4%			17.0%
轻工制造	603195.SH	公牛集团		2,224.14	2,747.27	2,560.12	2,508.91	1,379.76	2,728.92	3,038.37	2,904.08	10,051.13	2,574.27	3,245.50	3,192.75	3,372.40	12,384.92	3,078.42	3,759.88	3,636.18	3,606.88	14,081.37	3,334.14			16,897.65	10.0%	13.7%	8.3%			20.0%
轻工制造	003006.SZ	百亚股份	已出年报	-	242.85	246.51	329.05	300.81	305.78	299.74	344.41	1,250.75	405.31	355.06	323.27	379.42	1,463.06	432.00	306.60	390.83	482.72	1,612.14	522.66	459.90	982.56	1,972.76	27.2%	10.2%	21.0%	50.0%	33.0%	22.4%
轻工制造	001328.SZ	登康口腔		0.0000	0.0000	0.0000	0.0000	0.0000	0.0000	0.0000	0.0000	-	0.0000	0.0000	0.0000	0.0000	1,142.52	309.69	301.00	0.00	0.00	1,313.33	342.67	316.05	658.73	1,536.60	#DIV/0!	14.9%	10.7%	5.0%	7.9%	17.0%
轻工制造	301101.SZ	明月镜片	已出预告	-	-	-	-	-	-	126.40	166.39	292.79	120.25	151.61	138.06	165.65	575.57	136.20	150.19	168.34	168.33	623.07	171.61	224.85	396.46	795.99	1.6%	8.3%	26.0%	49.7%	38.4%	27.8%
轻工制造	603898.SH	好莱客		362.48	575.05	618.99	668.63	187.39	553.16	665.57	777.18	2,183.30	567.81	956.22	904.63	942.30	3,370.96	615.22	780.50	725.76	701.69	2,823.17	347.76	643.33	991.09	2,657.60			-43.5%	-17.6%	-29.0%	-5.9%
轻工制造	002790.SZ	瑞尔特		254.61	264.04	268.78	322.02	188.43	273.29	324.89	497.59	1,284.20	332.20	471.12	506.06	558.91	1,868.29	406.83	493.81	485.38	573.57	1,959.59	395.61	550.06	945.67	2,311.22			-2.8%	11.4%	5.0%	17.9%
轻工制造	605009.SH	豪悦护理		0.00	0.00	548.61	564.15	491.35	894.27	652.46	552.87	2,590.95	529.56	555.13	561.78	815.57	2,462.05	514.74	761.94	708.45	817.15	2,802.28	632.04			3,369.69			22.8%			20.2%
轻工制造	300616.SZ	尚品宅配		1,273.86	1,863.60	1,920.10	2,203.23	669.30	1,596.93	2,115.45	2,131.76	6,513.43	1,407.40	1,769.64	1,986.54	2,146.04	7,309.61	1,085.50	1,219.17	1,455.34	1,554.33	5,314.34	808.65	1,292.32	2,100.97	5,845.78			-25.5%	6.0%	-8.8%	10.0%
轻工制造	603733.SH	仙鹤股份		1,013.39	1,089.45	1,184.33	1,279.86	903.51	1,128.76	1,305.19	1,505.64	4,843.10	1,525.96	1,360.19	1,475.88	1,654.95	6,016.97	1,677.95	1,920.06	1,911.89	2,228.41	7,521.21	1,837.47	2,150.46	3,987.94	8,875.03	34.7%	25.0%	9.5%	12.0%	10.8%	18.0%
轻工制造	605007.SH	五洲特纸		-	-	563.86	693.66	540.07	614.77	822.73	657.10	2,634.66	761.22	873.72	1,049.10	1,005.49	3,689.52	1,330.97	1,642.45	1,577.10	1,411.56	5,903.23	1,258.39	1,741.00	2,999.38	6,493.56	40.4%	60.0%	-5.5%	6.0%	0.9%	10.0%
轻工制造	605377.SH	华旺科技		-	-	444.66	396.27	279.14	391.17	427.63	514.04	1,611.98	633.38	696.32	673.97	936.53	2,940.19	756.18	850.40	882.88	946.94	3,469.43	913.97	1,003.47	1,917.44	3,885.76	1.1%	18.0%	20.9%	18.0%	19.3%	12.0%
轻工制造	002831.SZ	裕同科技	已出预告	1,785.11	1,898.67	2,662.47	3,498.62	1,823.24	2,486.60	3,069.06	4,410.04	11,788.94	2,658.89	3,392.80	4,003.49	4,794.94	14,850.13	3,350.83	3,799.93	4,885.90	4,325.44	17,820.15	2,911.81	3,495.94	6,407.75	20,671.38	-9.8%	20.0%	-13.1%	-8.0%	-10.4%	16.0%
轻工制造	002701.SZ	奥瑞金		2,050.90	2,093.08	2,311.29	2,913.89	1,873.33	2,769.66	3,235.85	2,682.18	10,561.01	3,072.27	3,476.61	3,455.70	3,880.40	13,884.98	3,437.42	3,405.64	4,021.38	3,202.63	14,162.68	3,351.94	3,575.92	6,927.86	15,295.69	-17.5%	2.0%	-2.5%	5.0%	1.2%	8.0%
轻工制造	301296.SZ	新巨丰		-	-	-	-	227.03	-	-	235.07	462.10	-	-	333.96	379.52	1,241.84	349.24	346.27	426.66	485.80	1,626.81	432.67	398.20	830.88	2,114.85	28.0%	31.0%	23.9%	15.0%	19.5%	30.0%