上市公司分红出现积极变化,更加注重现金分红来回报投资者,流行多年的高送转出现大幅缩减。•数据宝统计显示,2020年度分配方案中包含送转的有380家公司,其中符合高送转标准的有24家。
2020年送转公司中,主板、创业板公司分别有231家、149家,主板公司占比最高,是送转的主力军。从业绩看,送转公司2020年盈利的有379家。盈利增幅来看,2020年净利润同比增长的有292家,占比76.84%,净利润增幅居前公司为晶华新材、天赐材料、天邦股份,净利润增幅分别为4381.24%、3165.21%、3131.98%。
以最新业绩进行统计,1只送转股公布了半年报或业绩快报,净利润增幅较高的有绿地控股,上半年净利润同比增幅为2.67%。
78只送转股公布了2021年上半年业绩预告,业绩预告类型显示,预增有63只,预盈有2只。以业绩预告净利润增幅中值进行统计,上半年业绩同比增幅最高的是中远海控,公司预计实现净利润中值为3709300.00万元,同比增幅为3161.89%;净利润同比增幅居前的还有富满电子、伊戈尔,预计净利润增幅中值分别为1185.79%、797.58%。
在严监管下,市场对送转股的炒作热度如何?统计显示,2020年公布送转方案的公司中,已经有352家公司送转方案已经实施。除权除息当日股价平均上涨0.10%,46.88%个股当日股价上涨。
从除权除息以来的股价表现看,190只个股除权除息以来股价出现上涨,走出填权行情,累计涨幅最高的前三名分别是富满电子、英飞特、拱东医疗。股价下跌的有161只,累计跌幅居前的有康华生物、锋尚文化、英联股份。
与期间沪指走势对比发现,已实施送转方案的个股中,除权除息以来走势强于大盘的共有188只,富满电子除权除息以来累计上涨171.88%,跑赢大盘172.63%;英飞特除权除息以来上涨158.82%,强于大盘156.64%。
已实施送转股除权除息以来表现
代码简称每10股
送转(股)除权除息
日除权除息
以来涨跌
(%)相对期间
沪指(%)300671富满电子3.00005.27171.88172.63300582英飞特5.00005.17158.82156.64605369拱东医疗4.00004.15109.20104.81603938三孚股份3.00004.23106.66103.73300393中来股份4.00005.2897.2398.40603659璞泰来4.00004.2697.8995.23300608思特奇3.00005.2693.5593.96300655晶瑞股份8.00105.0793.7190.07603906龙蟠科技4.00005.1093.2388.91002709天赐材料7.00004.2790.9987.34300581晨曦航空8.00006.0980.1180.49300896爱美客8.00003.1683.5079.21300543朗科智能3.00005.2660.2260.63300811铂科新材8.00005.2858.7459.91300613富瀚微4.99506.1757.2555.88300748金力永磁6.00005.1350.5547.55300887谱尼测试8.00004.2249.2346.53300679电连技术5.00006.1141.4742.70603986兆易创新4.00005.2144.2742.57300806斯迪克6.00005.2043.9542.37300752隆利科技6.00006.0340.2941.14300416苏试试验3.00004.2143.6640.96605111新洁能4.00005.1244.5740.94300850新强联7.00005.0743.4339.79300638广和通7.00005.2540.9538.97300453三鑫医疗5.00004.2941.8038.63603806福斯特2.00005.2440.3938.10300568星源材质5.99506.2935.2936.40300680隆盛科技4.00006.1636.1735.89300593新雷能6.00006.1134.4635.69603613国联股份4.50005.2036.5935.01300718长盛轴承5.00006.0734.2834.98002922伊戈尔7.00005.1436.5032.50603505金石资源3.00006.2830.4931.63300656民德电子1.00005.2829.2130.38300977深圳瑞捷5.00006.0428.0628.56300915海融科技5.00006.0126.9628.32600426华鲁恒升3.00005.2129.6027.91300751迈为股份8.00005.1828.1726.78300829金丹科技6.00005.2725.9226.66300450先导智能6.00006.0325.5526.40003022联泓新科3.00005.0728.4024.77300709精研科技2.00006.0123.4124.76300379东方通6.00006.0924.2724.65300598诚迈科技5.00005.3123.6824.63300722新余国科2.00005.1428.6024.61002201九鼎新材4.00006.1624.8824.60603027千禾味业2.00006.1824.7023.54603909合诚股份4.00006.0722.5123.21603078江化微3.00005.1226.5622.93300697电工合金6.00004.1427.8722.86603809豪能股份4.00006.1724.0122.64300124汇川技术5.00006.0422.1322.63600845宝信软件3.00006.0921.7422.12300623捷捷微电5.00004.2925.1421.97300576容大感光2.00005.2820.6821.86300948冠中生态5.00006.0420.1020.59603588高能环境3.00006.0719.5620.27603232格尔软件2.00006.0118.3319.68002648卫星石化4.00006.0318.5019.35603392万泰生物4.00005.1819.6918.30603519立霸股份2.00006.0316.3917.24300657弘信电子2.00007.1317.7617.23300541先进数通3.00005.1918.0016.94300847中船汉光5.00005.2814.7215.89300115长盈精密2.00006.0415.1715.66300687赛意信息6.00005.2814.4415.61300713英可瑞1.00006.0714.8915.59603879永悦科技3.00006.2914.3715.47300812易天股份8.00005.3114.4015.36002817黄山胶囊4.50006.0914.7515.13300817双飞股份2.00006.0914.2114.59002876三利谱4.00004.2317.3714.44600459贵研铂业3.00006.2115.2414.07601012隆基股份4.00006.2314.3014.04002886沃特股份7.00005.1317.0214.02600406国电南瑞2.00006.2313.9913.74600753东方银星2.00006.1112.2513.48300700岱勒新材3.00006.0112.0913.45300507苏奥传感4.00006.0211.4113.02002979雷赛智能4.50005.1813.7212.33603039泛微网络2.00005.2414.1811.89603033三维股份4.00006.0810.8311.75300767震安科技4.00006.1110.4711.70600760中航沈飞4.00006.2411.7011.69300590移为通信2.00005.3110.6411.59300517海波重科8.00006.0110.0611.41603236移远通信3.00006.119.9411.17300561汇金科技3.00005.3110.1611.11300895铜牛信息2.00005.2710.2410.99300800力合科技5.00006.029.3010.90000625长安汽车4.00007.0110.1910.88300763锦浪科技7.00006.3010.6510.83603060国检集团4.00006.289.3910.53300693盛弘股份5.00006.028.8610.47603010万盛股份4.00004.2714.0110.37605337李子园4.00005.279.4810.22300502新易盛4.00306.089.1410.06002985北摩高科7.00005.1414.0110.01300701森霸传感5.00006.089.029.94603737三棵树4.00006.109.249.93300743天地数码3.99606.1610.039.75300610晨化股份4.00006.027.529.12300696爱乐达3.00005.278.329.07605008长鸿高科4.00005.2010.619.02002579中京电子2.00006.158.248.88300661圣邦股份5.00006.1810.038.87603259药明康德2.00006.087.918.83600809山西汾酒4.00007.0510.158.79002801微光股份5.00006.037.868.71603005晶方科技2.00006.157.658.30603931格林达4.00006.037.348.20601208东材科技3.00007.088.518.15002723金莱特4.00006.286.727.86300787海能实业2.00005.0610.977.49300827上能电气8.00006.307.217.40003021兆威机电6.00005.179.447.25002976瑞玛工业2.00006.167.196.91603881数据港4.00004.269.486.82002891中宠股份5.00005.188.116.72002892科力尔4.00007.016.036.72000713丰乐种业4.00006.295.566.66300864南大环境9.00005.275.876.62000049德赛电池4.50005.1110.566.52300791仙乐健康5.00006.085.606.52002962五方光电2.00005.265.986.39300674宇信科技6.00006.085.226.14605377华旺科技4.00005.275.306.05605003众望布艺2.50006.105.346.03603920世运电路3.00006.177.386.01002896中大力德3.00005.196.985.92300665飞鹿股份4.00006.034.925.77603583捷昌驱动4.00006.074.955.66600731湖南海利3.00005.257.545.56300778新城市2.50005.265.105.51603565中谷物流3.00005.217.075.37300639凯普生物2.51405.284.135.30600176中国巨石1.43005.216.985.28603028赛福天3.00006.245.265.25002111威海广泰4.00007.085.515.15300853申昊科技8.00006.104.284.97300587天铁股份6.92607.075.984.95600848上海临港2.00006.225.854.79002493荣盛石化5.00006.013.144.49002888惠威科技2.00006.033.504.35300781因赛集团3.00006.093.944.32300723一品红8.00004.297.464.29603158腾龙股份4.00006.225.204.14300059东方财富2.00005.273.264.01605266健之佳3.00005.215.673.97300762上海瀚讯6.00006.033.033.89603500祥和实业4.00005.067.313.84300569天能重工7.00006.152.933.58300673佩蒂股份5.00006.214.743.57002880卫光生物4.00006.163.773.49300595欧普康视4.00005.215.003.30603110东方材料4.00006.042.693.18300551古鳌科技5.00005.254.993.01002861瀛通通讯3.00005.254.952.97002947恒铭达3.00005.135.942.94002226江南化工4.00005.254.592.61002063远光软件2.00006.291.422.52300884狄耐克5.00005.262.062.48603076乐惠国际4.00006.173.742.37300644南京聚隆7.00007.063.142.23002986宇新股份4.00006.223.052.00300921南凌科技8.00006.031.091.94603358华达科技4.00006.091.481.86002925盈趣科技7.00004.214.161.46002414高德红外4.00006.010.071.43603183建研院4.00005.192.331.26600452涪陵电力4.00005.270.481.230029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注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。
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