As of 18:00 on April 20, 42 of the 90 companies listed on the Beijing stock exchange had disclosed the annual report of 2021, with more than 70% of the net profit increasing year-on-year, and the performance of Companies in basic chemicals, mechanical equipment and other industries was brilliant. Among them, 30 companies plan to distribute cash dividends.
net profit growth of 30 companies
According to the data, among the 42 companies that disclosed the annual report of 2021, 30 companies realized the growth of net profit attributable to their parents. The net profit attributable to their parents of six companies such as Gaishi food and Jilin Carbon Valley increased by more than 50% year-on-year, and beiteri ranked first with a net profit increase of 191.34%.
From the perspective of profit scale, the net profit attributable to the parent of Yingtai biology, senxuan medicine, Fujida and other six companies exceeded 100 million yuan, and beiteri ranked first with the net profit attributable to the parent of 1.441 billion yuan. Beiteri said that the demand growth of new energy vehicles has driven the rapid development of lithium-ion battery and materials industry, and the production and sales volume of the company’s products has increased, which has greatly increased the current performance year-on-year.
In terms of industries, the performance of Companies in basic chemical industry, mechanical equipment and other fields is outstanding. Six companies in mechanical equipment industry have achieved net profit growth, and five belong to basic chemical industry. Among them, Jiaxian Co., Ltd., Jilin Carbon Valley and klaette, a mechanical equipment company in the field of basic chemical industry, ranked second to fourth in the profit growth list with net profit growth of 126.28%, 126.09% and 80.24% respectively, and the net profit attributable to the parent of the three companies reached a record high.
From the perspective of R & D investment, the R & D expenses of 36 companies increased to varying degrees year-on-year, the R & D expenses of 14 companies increased by more than 30% year-on-year, and Jilin Carbon Valley ranked first with an increase of more than 282 times. According to statistics, the R & D expenses of the above 36 companies totaled 1.505 billion yuan in 2021, accounting for 4.8% of the total operating revenue.
cash dividend standard configuration
Among the above 42 companies that have disclosed the annual report of 2021, 30 have disclosed the equity distribution plan and all plan to distribute cash dividends.
According to the statistics of China Securities Journal, the total cash to be distributed by the above 30 companies is 1.045 billion yuan (including tax, the same below), accounting for 30.5% of their total net profit attributable to the parent company in 2021. The cash dividend rate of 8 companies including driving force, Huawei design and Kaiteng Seiko exceeds 50%.
In addition to the proposed cash distribution, nine companies plan to convert or send shares. The total amount of cash to be distributed by Tongli shares and beiteri ranks first, reaching 179 million yuan and 170 million yuan respectively; Senxuan pharmaceutical and other three companies range from 50 million yuan to 100 million yuan; Taixiang shares and other seven companies range from 30 million yuan to 50 million yuan.
The dividend intensity of some companies has been improved. For example, the equity distribution plan of Tongli shares in 2021 is to distribute cash of 4 yuan per 10 shares, compared with 2 yuan per 10 shares in the previous year.
Industry insiders believe that many companies of the Beijing stock exchange have sufficient business resilience and maintain an upward trend in performance during the epidemic, so they are able to pay dividends.
institutions have high enthusiasm for research
The annual report season of listed companies on the Beijing stock exchange ushered in intensive research by investment institutions.
Fujitec announced on April 8 that seven institutions including Gf Securities Co.Ltd(000776) , Zhongtai Securities Co.Ltd(600918) and others investigated the company on April 6, focusing on the profitability of the company’s defense products and market expectations. This is the third batch of research institutions received by Fujida since March. The company received 18 and 11 research institutions respectively on April 1 and March 31.
Since March, Chuangyuan instrument has disclosed two research announcements of institutional investors, with a total of 31 investment institutions participating in the research, covering securities companies, public funds, private funds and other subjects.
Klaette was listed on the Beijing stock exchange on March 21 and became the “first share of ventilation equipment in the Beijing stock exchange”. On April 7, the company accepted the investigation of 10 institutions, and the development of wind power and nuclear power business received key attention. In addition, Cade quartz, which landed on the Beijing stock exchange on March 4, was investigated by six institutions a week after it was listed.
Liu Ping’an, chairman of jinchangchuan capital, believes that the low-level operation of the market is a good opportunity for layout, the construction of the Beijing stock exchange is expected to improve, and the enthusiasm of institutional research is heating up. The policy dividends of the Beijing stock exchange in supporting innovation and development will continue to be released.
The reporter of China Securities Journal learned that the key work of the Beijing stock exchange in 2022 includes: expanding the enterprise scale of the Beijing stock exchange and improving the market vitality and toughness; Improve the functional system of the new third board and improve the quality of the market reserve foundation; Implement the requirements of fully implementing the registration system and consolidate the foundation of market development; Improve the accuracy of service and start the market service brand; Improve the quality of listed and listed companies and enrich the “toolbox” of risk prevention and control.
China International Capital Corporation Limited(601995) research department managing director and strategic analyst Li qiusuo said in an interview with China Securities Journal that companies investing in Beijing stock exchange need to have certain professional ability and strong anti risk ability. We should continue to track enterprises, tap enterprises with long-term development potential and grow together with them.
