The world is really restless. As soon as he got up this morning, in addition to the stalemate between Russia and Ukraine, Niu Yanjun was unhappy by another news: work has started again in Saudi ArabiaP align = “center” Image Source: microblog p align = “center” Image Source: CCTV news video screenshot
Saudi Arabia has nothing to do. The key is to affect the international oil price. If the oil price rises again, niuyanjun’s car really can’t afford to add oilP align = “center” the top 10 stocks in China
On the other hand, the trend of China concept stocks is also worrying. After the US stock market closed in the early morning, the China stock index fell more than 5%, with a significant decline. With the Hang Seng index down nearly 2.5% yesterday, people are worried about whether A-Shares will be implicated next week.
Of course, Niu Yanjun still hopes that A-Shares will be tough, maintain confidence and go out of their own way!
RMB 100 billion Yunnan Baiyao Group Co.Ltd(000538) net profit decreased by 49%, and RMB 16 was sent for 10
Speaking of toughness, Niu Yanjun found that four listed companies were particularly tough last night: Although the annual report performance decreased year-on-year, they still “heroic” launched a large dividend scheme. However, is this a “golden pit” or “fellow villagers don’t go”?
First of all, the biggest contrast is Yunnan Baiyao Group Co.Ltd(000538) , with a total market value of more than 100 billion yuan.
Yunnan Baiyao Group Co.Ltd(000538) the annual report of 2021 released last night shows that the net profit attributable to shareholders of Listed Companies in 2021 decreased by 49.17% year-on-year; The basic earnings per share is 2.21 yuan / share. However, Yunnan Baiyao Group Co.Ltd(000538) ‘s dividend allotment scheme is very popular: cash dividend of 16.00 yuan (tax included) and bonus shares of 4 shares (tax included) are distributed to all shareholders for every 10 shares.
it is worth noting that this is also Yunnan Baiyao Group Co.Ltd(000538) the first decline in annual net profit in recent 20 years. At the same time, the company said that the sharp decline in net profit was mainly due to the change in the net value of securities and fund units held, resulting in a loss of 1.929 billion yuan from the change in fair value, that is, the loss of stock speculation
According to the data, in 2020, Yunnan Baiyao Group Co.Ltd(000538) held stocks including Xiaomi group, Inner Mongolia Yili Industrial Group Co.Ltd(600887) , Jiangsu Hengrui Medicine Co.Ltd(600276) , Kweichow Moutai Co.Ltd(600519) , Tencent holdings, etc., which made a lot of income in the “group” market in 2020 and the first half of 2021. However, the market was poor in the second half of 2021, and Yunnan Baiyao Group Co.Ltd(000538) also reduced its position. While selling most stocks, it bought three Hong Kong stocks, but the income was not very goodP align = “center” Yunnan Baiyao Group Co.Ltd(000538) daily K-line diagram
From the performance of the K-line in Japan, Yunnan Baiyao Group Co.Ltd(000538) has been adjusted continuously for more than one year. Yunnan Baiyao Group Co.Ltd(000538) has fallen all the way since it hit a record high of 159 yuan / share since its listing in February 2021. Last week, it just hit a new low of 73 yuan / share in recent two years, which is not only “halved” compared with the historical high, but also reduced by 56%, and the total market value has volatilized 110 billion yuan.
At the same time, the data show that the number of shareholders of Yunnan Baiyao Group Co.Ltd(000538) has decreased from 160000 at the end of the third quarter of last year to 143600 at the end of February this year, a decrease of nearly 11%. Obviously, many investors have lost confidence.
200 billion Anhui Conch Cement Company Limited(600585) net profit decreased by 5.38% and RMB 23.8 was distributed at 10
Another company whose performance declined but still launched a large dividend scheme is Anhui Conch Cement Company Limited(600585) , with a total market value of nearly 200 billion yuan.
Anhui Conch Cement Company Limited(600585) the annual report of 2021 released last night showed that the net profit in 2021 was 33.267 billion yuan, a year-on-year decrease of 5.38%; The basic earnings per share is 6.28 yuan. It is proposed to distribute a cash dividend of 23.8 yuan (including tax) for every 10 shares it is worth noting that the data show that this is also the first year-on-year decline in the annual net profit of Anhui Conch Cement Company Limited(600585) since 2016 p align = “center” Anhui Conch Cement Company Limited(600585) daily K-line diagram
Judging from the daily K-line performance of Anhui Conch Cement Company Limited(600585) , it is only a little better than Yunnan Baiyao Group Co.Ltd(000538) but the adjustment time is longer than Yunnan Baiyao Group Co.Ltd(000538) . At the end of July 2020, Anhui Conch Cement Company Limited(600585) set a record high of 61 yuan / share since its listing, but after that, it started a long shock correction. Also last week, Anhui Conch Cement Company Limited(600585) set a new low of 33.80 yuan / share for two and a half years, 45% lower than the historical high, close to “cutting half”, and the total market value decreased by 146.4 billion yuan.
Similarly, the data show that the number of shareholders of Anhui Conch Cement Company Limited(600585) has decreased from 347900 at the end of the third quarter of last year to 309700 at the end of February this year, which is nearly 11% lower than that of Yunnan Baiyao Group Co.Ltd(000538) .
Besides Yunnan Baiyao Group Co.Ltd(000538) and Anhui Conch Cement Company Limited(600585) , two listed companies with declining annual performance issued dividend plans last night: Huabao Flavours & Fragrances Co.Ltd(300741) with a total market value of 17.3 billion yuan, the annual net profit in 2021 decreased by 14.9% year-on-year, and the proposed 10 dividend was 13.2 yuan; The net profit of Changzhou Xingyu Automotive Lighting Systems Co.Ltd(601799) 2021 with a total market value of 41.6 billion yuan decreased by 18% year-on-year, and it is proposed to pay 11 yuan out of 10. See the announcement for details.
so the question is, is it the same big white horse, the industry leader who was so powerful and popular in those years, whose share price has fallen for a long time and is also “halved” from the historical high, Yunnan Baiyao Group Co.Ltd(000538) and Anhui Conch Cement Company Limited(600585) these two 100 billion stocks are digging a “golden pit” or shouting “don’t go fellow villagers”
Niu Yanjun believes that combined with the time and range of stock price adjustment, they are more likely to dig a “gold pit” this time.
From the perspective of Yunnan Baiyao Group Co.Ltd(000538) , in fact, excluding the loss of stock speculation and fund-raising, its main business net profit still increased year-on-year, but the stock speculation level of the company is not much different from that of retail investors – you can make money if you stick together and lose money if you break up. As long as the company can focus on its main business and give up the idea of making fast money, as one of the industry leaders, its performance is still very stable.
While Anhui Conch Cement Company Limited(600585) although the net profit decreased year-on-year, the range was very small, and the absolute amount of net profit was still near the historical high. Meanwhile, Anhui Conch Cement Company Limited(600585) successively announced to take shares in Jilin Yatai (Group) Co.Ltd(600881) , China West Construction Group Co.Ltd(002302) , Xinjiang Tianshan Cement Co.Ltd(000877) , Gansu Shangfeng Cement Co.Ltd(000672) and other peers in 2021, and threw out a new energy business investment plan of 5 billion yuan, trying to create a new industrial growth pole. Some analysts believe that Anhui Conch Cement Company Limited(600585) layout of new energy is not only in line with the theme of the current era of low-carbon development, but also can bring better economic benefits to enterprises. It is not impossible for the new energy industry to become its second pillar industry.
In short, Yunnan Baiyao Group Co.Ltd(000538) and Anhui Conch Cement Company Limited(600585) after falling so much and so long, with the help of the stimulation of this dividend, there may be a wave of restorative market.
