According to the data, as of 20:00 on March 15, a total of 212 A-share listed companies disclosed the annual report of 2021, maintaining a high performance growth as a whole. In terms of industry, the net profit of Listed Companies in chemical industry, semiconductor chip, auto parts, coal mining and steel industry increased significantly. In addition, among the listed companies that have disclosed their annual reports, cash dividends are standard, and 139 companies plan to carry out cash dividends.
cash dividend standard configuration
As of 20:00 on March 15, 142 A-share listed companies had issued annual profit distribution plans, of which 139 involved cash dividends.
From the perspective of dividend ratio, 15 listed companies are expected to distribute cash dividends of more than 10 yuan per 10 shares, and the pre scoring bonus ratio of Sino Biological Inc(301047) ( Sino Biological Inc(301047) ), Shanghai Bright Power Semiconductor Co.Ltd(688368) , Xinghui huancai (300834), Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Imeik Technology Development Co.Ltd(300896) ( Imeik Technology Development Co.Ltd(300896) ), Wanhua Chemical Group Co.Ltd(600309) ( Wanhua Chemical Group Co.Ltd(600309) ) 6 listed companies is more than 20 yuan per 10 shares.
Looking at the total amount of proposed dividends, 52 listed companies have proposed cash dividends of more than 100 billion out of 52 companies, 21 companies and 21 companies have proposed cash dividends of more than 300 billion out of more than 100 billion out of the total amount of proposed cash dividends of more than 100 million out of 52 companies, and 21 companies, and 21 proposed cash dividends of more than 300 billion out of the total amount of proposed cash dividends. From the total amount of proposed dividends, 52 listed companies have proposed cash dividends of more than 100 million yuan in cash out of 52 companies, and 21 companies have proposed cash out of more than 300 billion out of the proposed cash out of the proposed cash out of 52 companies, and 21 proposed cash out of 21 companies, with cash out of more than 300 billion out of the total amount of proposed cash out of cash out of the proposed cash out of 52 companies, and 0000000000 Ping An Bank Co.Ltd(000001) Ping An Bank Co.Ltd(000001) \thecompany's proposed dividend amount ranks first.
Industry insiders said that generally speaking, after enterprises enter the mature period, the return on investment stabilizes, the willingness to spend capital is low, and the willingness to pay dividends will increase. From the historical data, low dependence on external financing, low debt and good cash flow are often the prerequisites for supporting listed companies to make high profit distribution.
Pan Helin, CO director and researcher of digital economy and financial innovation research center of International United Business School of Zhejiang University, told China Securities Journal that listed companies with good performance and abundant cash flow can repay investors through dividends. However, whether to pay dividends depends on the actual situation of the enterprise. Companies with idle funds and mature development are suitable for dividends. For companies with strong growth, because they need a lot of cash in the development process, whether to pay dividends depends on long-term development. Excessive dividends are not conducive to the improvement of the company's value.
several industries with outstanding performance
Among the 212 listed companies that have issued annual reports, 191 listed companies achieved year-on-year growth in operating revenue in 2021, accounting for 90.09%; 163 listed companies achieved a year-on-year increase in net profit attributable to shareholders of Listed Companies in 2021, accounting for 76.89%.
In terms of industry, the net profit of Listed Companies in chemical, medical and pharmaceutical, semiconductor chips, auto parts, coal mining and steel industries increased significantly in 2021. In the chemical industry, the performance of Listed Companies in sub industries related to new energy vehicles and lithium battery industry is particularly outstanding.
Wanhua Chemical Group Co.Ltd(600309) 2021 annual report shows that the company achieved an operating revenue of about 145538 billion yuan, a year-on-year increase of 98.19%; The net profit attributable to shareholders of listed companies was about 24.649 billion yuan, a year-on-year increase of 145.47%. During the reporting period, the products and solutions of polyurethane business sector were driven by two lines and cooperated closely to maintain the momentum of rapid growth. The fine chemicals business continued to grow rapidly.
In terms of semiconductor chip industry, the performance of relevant listed companies has increased rapidly due to the simultaneous rise of the volume and price of chip products Shanghai Bright Power Semiconductor Co.Ltd(688368) 2021 achieved a total operating income of 2.302 billion yuan, a year-on-year increase of 108.75%; The net profit attributable to the shareholders of the listed company was 677 million yuan, a year-on-year increase of 883.72%. The company said that during the reporting period, the sales volume of the company's products increased, the unit price increased and the product structure optimized, while the investment income of the participating companies increased.
Listed companies in the coal mining and steel industries benefited from the rise in product prices during the reporting period, and their annual performance was significantly improved. However, it should be noted that the performance of both industries fell in the fourth quarter of last year due to the increased regulation.
first quarter report has a high prediction rate
Up to now, a total of 23 A-share listed companies have disclosed the performance forecast for the first quarter of 2022. Among them, 19 are pre happy, and the proportion of pre happy is 82.61%, which has maintained a high performance growth as a whole.
From the perspective of the industry, benefiting from the development of the new energy vehicle industry, there is a strong demand for lithium battery material products and auto parts, and the performance of relevant listed companies has increased significantly Zhejiang Yongtai Technology Co .Ltd(002326) ( Zhejiang Yongtai Technology Co .Ltd(002326) ), Do-Fluoride New Materials Co.Ltd(002407) ( Do-Fluoride New Materials Co.Ltd(002407) ), Zhejiang Shuanghuan Driveline Co.Ltd(002472) ( Zhejiang Shuanghuan Driveline Co.Ltd(002472) ), Sichuan Yahua Industrial Group Co.Ltd(002497) ( Sichuan Yahua Industrial Group Co.Ltd(002497) ) and many other listed companies related to new energy vehicle business have performed well.
Sichuan Yahua Industrial Group Co.Ltd(002497) first quarter performance forecast shows that the company expects to realize a net profit attributable to the parent company of RMB 900 million to RMB 1.2 billion, with a year-on-year increase of 105367% to 143822% Sichuan Yahua Industrial Group Co.Ltd(002497) said that during the reporting period, the company's civil explosive business continued to make progress while maintaining stability and its performance increased steadily; The demand of lithium industry continues to rise, and the price of lithium salt products continues to rise. The company seizes the opportunity to release production capacity and increase sales. The sales volume of lithium salt products has gradually increased, and the profit of lithium business has increased significantly.
In addition to the first quarter performance forecast, listed companies have recently intensively released the main business data from January to February 2022. Many consumer and gold companies had good sales in the first two months.
The company's operating income increased by about 20.3 billion yuan from January to July, 2022, mainly showing a year-on-year increase of about 20.03 billion yuan; The net profit attributable to the shareholders of the listed company was about 218 million yuan, a year-on-year increase of 36.01%. The company said that during the reporting period, the company overcame difficulties, solidly promoted various work, made a good start in business and achieved good business results.
For the consumer industry, Yang Delong, chief economist of Qianhai open source fund, told China Securities Journal that Baijiu, as the most profitable sector in the consumer sector, took the lead in stabilizing consumer stocks. Recently, Baijiu leading shares disclosed 1 to February major business data generally exceeded expectations. During the Spring Festival of 2022, the sales momentum of Baijiu leading enterprises was good, showing a flourishing trend.
