After China Shenhua Energy Company Limited(601088) high dividend, Henan Shuanghui Investment & Development Co.Ltd(000895) also gave a stiff hand and gave 90% of the net profit to the shareholders! According to the data of China stock market news choice, although the market has continued to adjust since March, some stocks with high dividend yield have still been favored by the main funds.
China Shenhua Energy Company Limited(601088) : share price hit an 11 year high
On March 29, “coal Mao” China Shenhua Energy Company Limited(601088) a shares rose again in the session, up nearly 3% as of the closing, and the share price hit a new high in recent 11 years.
China Shenhua Energy Company Limited(601088) 2021 annual report shows that the net profit of the company in 2021 was 50.269 billion yuan, a year-on-year increase of 28.3%, benefiting from the strong demand of the coal market and the rise of coal prices.
At the same time, China Shenhua Energy Company Limited(601088) also announced the annual dividend plan, which plans to pay a cash dividend of 25.4 yuan (the plan). According to the latest stock price, the dividend rate is over 8%, and a total of 50.466 billion yuan of cash dividend is paid, which is a new record.
Shuanghui: one share of 90% net profit
After China Shenhua Energy Company Limited(601088) , Henan Shuanghui Investment & Development Co.Ltd(000895) also needs a large amount of dividends! On the evening of March 28, Henan Shuanghui Investment & Development Co.Ltd(000895) disclosed in the annual report of 2021 that although the revenue and net profit fell, the company planned to distribute 12.98 yuan (tax included) to all shareholders for every 10 shares, with a total profit of 4.497 billion yuan, which is equivalent to that more than 90% of Henan Shuanghui Investment & Development Co.Ltd(000895) last year’s net profit will be used for dividends.
Today, in the face of sudden favorable conditions, the Henan Shuanghui Investment & Development Co.Ltd(000895) share price once soared by more than 9% and closed up nearly 7%. The market value increased by 6.3 billion yuan compared with yesterday.
northbound capital: 61 additional dividend shares
According to the data of China stock market news choice, according to the estimation of the average transaction price and the number of holdings, since March, northbound funds have increased their holdings of 67 dividend paying stocks against the trend, with a total amount of more than 6.1 billion yuan.
Among the stocks with a dividend yield of more than 3.7%, China Shenhua Energy Company Limited(601088) is the most popular, with an increase of more than 360 million yuan, and the dividend yield of the stock exceeds 8% according to the latest price Anhui Conch Cement Company Limited(600585) dividend yield also exceeded 6%, with an increase of more than 260 million yuan.
The amount of capital increase of Industrial Bank Co.Ltd(601166) , Shanghai Zijiang Enterprise Group Co.Ltd(600210) , Shanghai Zhonggu Logistics Co.Ltd(603565) , China Petroleum & Chemical Corporation(600028) , Huadian Power International Corporation Limited(600027) , Avic Industry-Finance Holdings Co.Ltd(600705) and other high dividend yield stocks to the north is also between 135 million yuan and 80 million yuan.
main funds: 930 million yuan to buy China Shenhua Energy Company Limited(601088)
According to the data of China stock market news choice, since March, the main funds have increased their holdings of 39 dividend paying stocks with a dividend yield of more than 1%, with a total amount of more than 4.3 billion yuan.
Among the stocks with a dividend yield of more than 3.7%, China Shenhua Energy Company Limited(601088) is the most popular, with the main net purchase amount exceeding 930 million yuan Bank Of China Limited(601988) dividend yield also exceeded 6.9%, and the main net purchase amount exceeded 230 million yuan.
The net purchases of China Coal Energy Company Limited(601898) , China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Citic Pacific Special Steel Group Co.Ltd(000708) , Bank Of Communications Co.Ltd(601328) , Nanjing Iron & Steel Co.Ltd(600282) and other main forces ranged from 177 million yuan to 60 million yuan.
Chongqing Department Store Co.Ltd(600729) , Bengang Steel Plates Co.Ltd(000761) and other two stocks with a dividend yield of more than 14% also received main funds, with a net purchase of more than 20 million yuan.
investment high dividend yield, high score red stock price at the right time
Gf Securities Co.Ltd(000776) believes that the background of this year is that the growth rate of A-share earnings decreases while the interest rate of US bonds rises. Therefore, the most appropriate strategy is the low PEG (price earnings ratio relative to profit growth ratio) strategy that takes into account the P / E ratio and net profit growth rate. Since the end of last year, the profit forecast of nonferrous metals, coal, steel, transportation and other industries has been significantly revised, making the original low peg more deterministic.
Guotai Junan Securities Co.Ltd(601211) believes that recently, investors’ risk appetite has decreased rapidly, and the discount rate expectation has also shown high fluctuations. The market style has begun to re focus on the certainty of profitability and valuation cost performance. A new market main line is taking shape. Energy infrastructure, supply side inflation and consumption dilemma are reversed, involving coal and other sectors.
Kaiyuan Securities pointed out that China Shenhua Energy Company Limited(601088) released the annual report, which showed that the 100% dividend rate was much higher than expected under the background of high performance, and the dividend rate was as high as 9.3%, which verified the trend that high profits of head coal enterprises supported high dividends.
At present, the coal sector still has high allocation value and is optimistic about the market of the sector. Objects benefiting from steady performance and high dividend: Yankuang energy, China Shenhua Energy Company Limited(601088) , Shaanxi Coal Industry Company Limited(601225) , Pingdingshan Tianan Coal Mining Co.Ltd(601666) ; Objects expected to benefit from growth: Shanxi Coking Coal Energy Group Co.Ltd(000983) , Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , Huaibei Mining Holdings Co.Ltd(600985) Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) transformation target beneficiaries: Power Investment energy, Gansu Jingyuan Coal Industry And Electricity Power Co.Ltd(000552) , Shan Xi Hua Yang Group New Energy Co.Ltd(600348) , Shanxi Coal International Energy Group Co.Ltd(600546) , Jinneng Science&Technology Co.Ltd(603113) , China Xuyang group; Object of benefit from debt restructuring: Wintime Energy Co.Ltd(600157) .
Cinda Securities pointed out that clean and efficient utilization of coal will be the main tone of the industry in the future. The 14th five year plan for green industrial development proposes to increase the proportion of clean energy consumption and encourage the application of alternative energy such as hydrogen energy in iron and steel, cement, chemical industry and other industries.
