According to the data, as of the evening of April 5, 1243 A-share listed companies had disclosed the annual report of 2021, of which 87.29% of the listed companies achieved year-on-year growth in operating revenue and 71.52% of the listed companies achieved year-on-year growth in net profit.
Among the listed companies that have disclosed their annual reports, 947 listed companies have disclosed their profit distribution plans for 2021, of which 943 intend to pay cash dividends.
net profit of 889 companies increased year on year
Among the above 1243 companies, 1085 achieved year-on-year growth in operating revenue, accounting for 87.29%; 889 companies achieved a year-on-year increase in net profit attributable to shareholders of listed companies, accounting for 71.52%.
From the perspective of the industry, the net profit growth of chemical, medical and pharmaceutical, semiconductor, coal, nonferrous metals, auto parts and other industries ranked first.
In the chemical industry, listed companies in the lithium battery industry chain related to new energy vehicles benefited from the surge in downstream orders, which significantly boosted their performance. In terms of semiconductors, many listed companies in the chip industry achieved mass production during the reporting period, contributing to performance growth. In terms of cyclical industries such as coal and nonferrous metals, the performance of relevant listed companies has risen due to the increase of product prices.
The net profit of Companies in automobile, property, semiconductor, new energy, consumption and other industries exceeded the expected number of institutions.
Yang Delong, chief economist of Qianhai open source fund, said that from the perspective of economic transformation, the new energy industry and consumer industry are the two most beneficial directions. Among them, the new energy industry can focus on the four tracks of new energy vehicles, photovoltaic, wind power and hydrogen energy, and grasp the long-term development opportunities in the field of new energy.
From the perspective of capital flow in the north, the data show that the capital increase in the north in the first quarter was significantly inclined to the "blue chip stocks" in the annual report. Among them, Jiangsu Boqian New Materials Stock Co.Ltd(605376) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Suzhou Slac Precision Equipment Co.Ltd(300382) , Kbc Corporation Ltd(688598) , Ningbo Shanshan Co.Ltd(600884) ranked first in terms of capital increase from the north in the first quarter. The annual reports and performance forecasts disclosed by these companies show that the year-on-year growth of net profit in 2021 is good.
cash dividends become a trend
947 listed companies disclosed their profit distribution plans for 2021, of which 943 planned to pay cash dividends.
The above listed companies that intend to pay cash dividends have a total dividend of 1.15 trillion yuan, with an average of 1.219 billion yuan for each listed company. China Securities News · China Securities Taurus reporter calculated that the above 1243 companies realized a total net profit attributable to shareholders of listed companies of 3.6 trillion yuan, and cash dividends accounted for 31.94% of the net profit.
In terms of dividend ratio, 179 companies paid more than 0.5 yuan per share, 53 companies paid more than 1 yuan per share and 12 companies paid more than 2 yuan per share.
From the perspective of individual companies, 52 companies plan to pay cash dividends of more than 3 billion yuan in 2021, and 21 companies plan to pay cash dividends of more than 10 billion yuan. Among the listed companies with dividends exceeding 10 billion yuan, the banking and insurance industries account for a relatively high proportion. In addition, the Baijiu industry represented by China Mobile and China Telecom Corporation Limited(601728) , the liquor industry represented by Kweichow Moutai Co.Ltd(600519) , the energy industry represented by China Petroleum & Chemical Corporation(600028) , Petrochina Company Limited(601857) and China Shenhua Energy Company Limited(601088) , the building materials industry represented by Anhui Conch Cement Company Limited(600585) , and the real estate industry represented by China Vanke Co.Ltd(000002) has a higher dividend payment.
Kweichow Moutai Co.Ltd(600519) temporarily ranks first in the proportion of dividend of 216.75 yuan (including tax) per 10 shares, while Industrial And Commercial Bank Of China Limited(601398) temporarily ranks first in the amount of dividend of A-Shares with the total amount of cash dividend of more than 104.5 billion yuan.
In terms of share increase and share offering, the reporter found that among the 947 companies mentioned above, 105 companies plan to increase their shares in 2021, and 8 listed companies plan to give shares. Among them, Yangzhou Seashine New Materials Co.Ltd(300885) , Bece Legend Group Co.Ltd(000803) , Wuhan Raycus Fiber Laser Technologies Co.Ltd(300747) , Zhejiang Hongchang Electrical Technology Co.Ltd(301008) and other four companies plan to only increase shares without cash dividends during the reporting period; There is no listed company to send shares alone.
has disclosed the performance forecast of the first quarter, and the company has more than 80% anticipation
According to the data, up to now, 183 listed companies have disclosed the performance forecast for the first quarter of 2022, and 159 are expected to be happy (a slight increase of 49, a reversal of losses of 5, a continuation of profits of 4 and a pre increase of 101), with a proportion of 86.89%. The listed companies that have disclosed the performance forecast have maintained a high performance increase as a whole.
From the perspective of industry, the water transportation industry, chemical raw materials and chemical products manufacturing industry, non-ferrous metal smelting and rolling processing industry and pharmaceutical manufacturing industry performed well in the first quarter.
In terms of water transportation industry, benefiting from the year-on-year growth of port cargo throughput and container throughput, Cosco Shipping Holdings Co.Ltd(601919) , Shanghai International Port (Group) Co.Ltd(600018) and other companies are expected to perform well in the first quarter. Among them, Cosco Shipping Holdings Co.Ltd(601919) it is estimated that the net profit attributable to the shareholders of the listed company in the first quarter will be 27.6 billion yuan, an increase of 78.6% year-on-year.
Cosco Shipping Holdings Co.Ltd(601919) temporarily listed as the "profit king" of a shares. After the performance forecast was released, the company's share price rose by the limit.
At present, only Anhui Zhonghuan Environmental Protection Technology Co.Ltd(300692) one company has disclosed the first quarterly report. The company reported a year-on-year increase of RMB 3.32 billion in operating revenue in the first quarter; The net profit attributable to the shareholders of the listed company was about 453993 million yuan, a year-on-year increase of about 41.42%.
According to the disclosure schedule of the first quarterly report, Hunan Haili Chemical Industry Co.Ltd(600731) will disclose the first quarterly report of Shanghai stock market on April 7 Zhongnongfa Seed Industry Group Co.Ltd(600313) will disclose the first quarterly report on April 8. On April 12, 13 listed companies including Hisense Home Appliances Group Co.Ltd(000921) , Guangdong Haid Group Co.Limited(002311) , Changying Xinzhi Technology Co.Ltd(002664) will disclose the first quarterly report.
