As of April 5, when the reporter of China Securities Journal published the report, 1243 A-share listed companies had disclosed the annual report of 2021. Data show that nearly 90% of the companies achieved year-on-year growth in operating revenue, and more than 70% of the companies achieved year-on-year growth in net profit. 947 companies disclosed their profit distribution plans for 2021, of which 943 planned to pay cash dividends. Cash dividend has become the “standard allocation” of profit distribution of A-share listed companies.
nearly 900 companies’ net profit growth
Among the 1243 listed companies, 1085 companies 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%.
In terms of industry, companies in chemical, medical and pharmaceutical, semiconductor, coal, nonferrous metals, auto parts and other industries led the increase in net profit.
In the chemical industry, listed companies in the lithium battery industry chain related to new energy vehicles benefited from the surge in downstream orders and significantly boosted their performance. In the semiconductor industry, many chip listed companies achieved mass production of products during the reporting period, contributing to performance growth. In terms of cyclical industries such as coal and nonferrous metals, the performance of relevant companies has risen due to the increase of product prices.
From the perspective of performance exceeding expectations, companies in automobile, property, semiconductor, new energy, consumption and other industries performed prominently.
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 in the economic transformation. 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 among the top in the north. 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 dividend of 1.15 trillion yuan
947 listed companies disclosed their profit distribution plans for 2021, of which 943 planned to pay cash dividends. Cash dividend has become the “standard allocation” of profit distribution of A-share listed companies.
The total amount of dividends proposed by the above-mentioned companies reached 1.15 trillion yuan, with an average of 1.219 billion yuan “big gift bag” from each listed company. 1243 listed companies achieved a total net profit attributable to shareholders of listed companies of 3.6 trillion yuan, and the amount of cash dividends accounted for 31.94% of the net profit of listed companies.
In terms of dividend ratio, 179 listed companies paid dividends of more than 0.5 yuan per share, 53 companies paid dividends of more than 1 yuan and 12 companies paid dividends of more than 2 yuan.
For a single company, the cash dividend amount of 52 listed companies exceeded 3 billion yuan and 21 companies exceeded 10 billion yuan. Among the listed companies with dividends exceeding 10 billion yuan, banks and insurance companies 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 amount.
Kweichow Moutai Co.Ltd(600519) the dividend ratio of 216.75 yuan (including tax) per 10 shares is temporarily listed as the first in the dividend ratio of A-Shares Industrial And Commercial Bank Of China Limited(601398) with a total cash dividend of more than 104.5 billion yuan, it is temporarily ranked first in the amount of A-share dividend.
preliminary report of 159 companies in the first quarter
According to the data, up to now, 183 listed companies have disclosed the performance forecast for the first quarter of 2022, and 159 companies are expected to be happy, accounting for 86.89%. Among them, 49 companies increased slightly, 5 companies reversed losses, 4 companies continued to make profits, and 101 companies were increased in advance. The listed companies that have disclosed the performance forecast have maintained high performance growth 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 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 shareholders of Listed Companies in the first quarter of 2022 will be 27.6 billion yuan, an increase of 78.6% year-on-year. The main reason for the change in performance is that during the reporting period, the company overcame the impact of multiple factors such as global epidemic, shortage of transportation capacity and slow global supply chain, and made every effort to ensure the stability of customer supply chain and smooth Global trade through stable transportation capacity investment, ensuring container supply and improving service quality.
For the first quarterly report, only Anhui Zhonghuan Environmental Protection Technology Co.Ltd(300692) one A-share listed company has disclosed the first quarterly report. In the first quarter, the company realized an operating revenue of 241 million yuan, a year-on-year increase of 33.79%; 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 of a shares, after Anhui Zhonghuan Environmental Protection Technology Co.Ltd(300692) completes the first quarterly report of Shenzhen stock market, 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 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.
