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。证券时报•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%。
31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20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伊戈尔,公司预计实现净利润中值为13550.00万元,同比增幅为797.58%;净利润同比增幅居前的还有三利谱、万盛股份,预计净利润增幅中值分别为526.08%、315.00%。
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312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%,48.08%个股当日股价上涨。
从除权除息以来的股价表现看,163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思特奇、拱东医疗、英飞特。股价下跌的有148只,累计跌幅居前的有天味食品、淳中科技、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155只,思特奇除权除息以来累计上涨140.37%,跑赢大盘140.78%;拱东医疗除权除息以来上涨94.31%,强于大盘89.92%。
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(%)300608思特奇3.00005.26140.37140.78605369拱东医疗4.00004.1594.3189.92300582英飞特5.00005.1788.2486.05300671富满电子3.00005.2771.6672.40300581晨曦航空8.00006.0971.6372.01002709天赐材料7.00004.2767.2663.62300896爱美客8.00003.1666.2261.93300887谱尼测试8.00004.2264.1261.42603659璞泰来4.00004.2660.6958.03300811铂科新材8.00005.2852.2253.39603906龙蟠科技4.00005.1052.1047.77300656民德电子1.00005.2846.1947.36002922伊戈尔7.00005.1451.3447.34300722新余国科2.00005.1445.1641.17300655晶瑞股份8.00105.0744.7141.07300393中来股份4.00005.2838.5239.69603986兆易创新4.00005.2139.6337.92300598诚迈科技5.00005.3134.5435.49605111新洁能4.00005.1238.8635.23300806斯迪克6.00005.2035.7534.16300847中船汉光5.00005.2829.5130.68300613富瀚微4.99506.1731.5830.20300977深圳瑞捷5.00006.0427.1627.65300701森霸传感5.00006.0825.8826.80002976瑞玛工业2.00006.1626.8026.51603806福斯特2.00005.2428.7826.48300915海融科技5.00006.0124.9226.27300623捷捷微电5.00004.2929.0625.89300638广和通7.00005.2526.7724.78300593新雷能6.00006.1122.3123.53300709精研科技2.00006.0122.0923.44300115长盈精密2.00006.0421.9522.44300453三鑫医疗5.00004.2925.2322.06300541先进数通3.00005.1922.2921.22003021兆威机电6.00005.1722.3320.14300416苏试试验3.00004.2122.6819.98300812易天股份8.00005.3118.5719.52603909合诚股份4.00006.0717.4818.18300700岱勒新材3.00006.0116.5817.94300687赛意信息6.00005.2816.6517.82603920世运电路3.00006.1718.7717.40300680隆盛科技4.00006.1617.3317.05603565中谷物流3.00005.2118.7117.01603519立霸股份2.00006.0316.0716.92603938三孚股份3.00004.2319.7316.80605337李子园4.00005.2715.4416.18300752隆利科技6.00006.0314.7315.58300871回盛生物5.00005.1019.5315.21300576容大感光2.00005.2813.9815.15300543朗科智能3.00005.2614.1414.55300782卓胜微8.00004.3016.9814.34603078江化微3.00005.1217.9514.32002891中宠股份5.00005.1815.5114.12603005晶方科技2.00006.1513.1113.76300829金丹科技6.00005.2712.6913.44300697电工合金6.00004.1418.2713.26300895铜牛信息2.00005.2711.9612.70600426华鲁恒升3.00005.2114.3612.65603033三维股份4.00006.0811.6612.58603358华达科技4.00006.0911.6712.05603737三棵树4.00006.1011.2311.92002201九鼎新材4.00006.1612.1911.91300787海能实业2.00005.0615.3411.87300948冠中生态5.00006.0411.3111.80300569天能重工7.00006.1510.7411.39002985北摩高科7.00005.1415.2011.21300561汇金科技3.00005.3110.1611.11300507苏奥传感4.00006.029.4311.03300884狄耐克5.00005.2610.3910.80300748金力永磁6.00005.1313.6710.67300864南大环境9.00005.279.6510.39002947恒铭达3.00005.1313.3710.37605266健之佳3.00005.2112.0010.30600753东方银星2.00006.118.749.97300762上海瀚讯6.00006.038.369.21002648卫星石化4.00006.038.058.89603613国联股份4.50005.2010.468.87603881数据港4.00004.2611.328.66300751迈为股份8.00005.189.728.32002833弘亚数控4.00006.037.348.19300639凯普生物2.51405.286.737.90002861瀛通通讯3.00005.259.537.55603027千禾味业2.00006.188.647.47601012隆基股份4.00006.237.647.38300778新城市2.50005.266.767.17600740山西焦化3.00005.285.957.12002888惠威科技2.00006.036.066.91002801微光股份5.00006.035.986.83603392万泰生物4.00005.188.076.68002414高德红外4.00006.015.326.67300665飞鹿股份4.00006.035.646.49300916朗特智能5.00006.217.316.14300696爱乐达3.00005.275.286.03300850新强联7.00005.079.635.99300880迦南智能2.00006.177.185.80300595欧普康视4.00005.217.445.74003022联泓新科3.00005.078.965.32002886沃特股份7.00005.138.115.11300124汇川技术5.00006.044.424.91300379东方通6.00006.094.454.83003031中瓷电子4.00006.103.904.59603259药明康德2.00006.083.674.59300713英可瑞1.00006.073.774.47002579中京电子2.00006.153.824.47300781因赛集团3.00006.094.084.46603377东方时尚2.00006.164.724.44300674宇信科技6.00006.083.424.34002884凌霄泵业4.00005.263.874.28603236移远通信3.00006.113.004.22603010万盛股份4.00004.277.744.10300817双飞股份2.00006.093.654.03002817黄山胶囊4.50006.093.543.91300590移为通信2.00005.312.953.90300789唐源电气8.00005.312.943.89300725药石科技3.00004.266.533.86002876三利谱4.00004.236.723.79603319湘油泵4.00006.082.603.52300921南凌科技8.00006.032.583.42300800力合科技5.00006.021.763.36300743天地数码3.99606.163.343.06603232格尔软件2.00006.011.572.92300767震安科技4.00006.111.682.91002953日丰股份4.00006.021.242.84300679电连技术5.00006.111.462.68300882万胜智能3.00006.213.762.58300885海昌新材9.00006.092.092.47002214大立科技2.00006.092.092.47600406国电南瑞2.00006.232.692.43603183建研院4.00005.193.402.33603588高能环境3.00006.071.602.30600731湖南海利3.00005.254.172.19300852四会富仕8.00004.304.601.96000880潍柴重机2.00005.271.031.78603801志邦家居4.00005.192.831.76002778高科石化4.00006.041.251.74603110东方材料4.00006.041.161.65300673佩蒂股份5.00006.212.601.42600845宝信软件3.00006.091.031.41002880卫光生物4.00006.161.651.37300172中电环保3.00005.270.621.36300893松原股份5.00005.310.381.33002960青鸟消防3.99106.040.651.14300718长盛轴承5.00006.070.311.01002890弘宇股份4.00005.202.500.92603316诚邦股份3.00006.240.860.85300791仙乐健康5.00006.08-0.380.53603136天目湖4.50006.160.720.44300550和仁科技4.00006.160.660.38002896中大力德3.00005.191.320.26600717天津港2.00006.230.510.25002992宝明科技3.00005.28-0.940.23603308应流股份4.00006.181.380.21603028赛福天3.00006.240.210.19603500祥和实业4.00005.063.660.18300486东杰智能5.00006.171.380.00603931格林达4.00006.03-0.91-0.06300732设研院2.00004.302.51-0.13600452涪陵电力4.00005.27-0.89-0.15603180金牌厨柜4.00005.211.50-0.20603158腾龙股份4.00006.220.77-0.29300450先导智能6.00006.03-1.18-0.33603018华设集团2.00006.10-1.08-0.39605008长鸿高科4.00005.201.02-0.57002568百润股份4.00006.08-1.50-0.59603985恒润股份3.00006.220.28-0.78603393新天然气2.00005.27-1.69-0.95603887城地香江2.00006.24-0.96-0.97600459贵研铂业3.00006.210.17-1.01605003众望布艺2.50006.10-1.88-1.19003007直真科技3.00005.180.15-1.25601872招商轮船2.00006.24-1.28-1.29603809豪能股份4.00006.170.00-1.37002921联诚精密3.00005.112.67-1.37600760中航沈飞4.00006.24-1.55-1.56605169洪通燃气3.00005.19-0.58-1.64003011海象新材4.00005.28-2.90-1.73600475华光环能3.00006.01-3.14-1.79300059东方财富2.00005.27-2.56-1.81300015爱尔眼科2.96606.24-1.83-1.84603730岱美股份2.50006.03-2.71-1.86603039泛微网络2.00005.240.31-1.99600276恒瑞医药2.00006.10-2.80-2.11603638艾迪精密4.00006.08-3.19-2.27002979雷赛智能4.50005.18-0.89-2.28600061国投资本5.20006.18-1.17-2.33603203快克股份2.00006.23-2.09-2.35002184海得控制4.70006.16-2.07-2.36603106恒银科技3.00006.09-2.75-2.37603506南都物业4.00006.15-3.09-2.44600120浙江东方3.00006.09-2.94-2.57300693盛弘股份5.00006.02-4.48-2.88603683晶华新材4.00005.31-3.85-2.90600848上海临港2.00006.22-1.86-2.92603583捷昌驱动4.00006.07-3.63-2.93603578三星新材4.00005.28-4.11-2.95603387基蛋生物4.00006.23-2.69-2.95603040新坐标3.00006.11-4.25-3.02603226菲林格尔3.00006.03-3.92-3.07002226江南化工4.00005.25-1.20-3.18300702天宇股份8.00006.18-2.06-3.22002800天顺股份4.00005.26-3.66-3.25600176中国巨石1.43005.21-1.55-3.25300853申昊科技8.00006.10-4.10-3.41603200上海洗霸2.50006.17-2.06-3.43300917特发服务3.00006.08-4.39-3.48300925法本信息7.00006.15-4.16-3.52003025思进智能4.00006.10-4.57-3.88002871伟隆股份4.50005.28-5.06-3.89300690双一科技5.00004.26-1.26-3.93603336宏辉果蔬3.00005.17-1.76-3.94002030达安基因6.00005.19-2.88-3.95300765新诺威3.00004.28-0.44-4.04002986宇新股份4.00006.22-3.05-4.12603610麒盛科技3.50006.07-4.87-4.16603288海天味业3.00005.17-2.04-4.23603810丰山集团4.00006.18-3.09-4.25603811诚意药业4.00006.04-4.76-4.27300563神宇股份9.00004.160.64-4.29002995天地在线4.00006.04-4.83-4.34300692中环环保9.00005.12-0.72-4.35002962五方光电2.00005.26-4.78-4.37603076乐惠国际4.00006.17-3.12-4.50002931锋龙股份4.00006.08-5.57-4.66603187海容冷链4.00006.07-5.41-4.71300792壹网壹创5.00205.28-5.90-4.73603043广州酒家4.00006.02-6.33-4.73300420五洋停车3.00006.23-4.48-4.74300832新产业9.00005.21-3.16-4.86300525博思软件4.00005.31-5.94-5.00002799环球印务4.00005.27-5.81-5.06002493荣盛石化5.00006.01-6.45-5.10605158华达新材3.00006.21-3.95-5.13600605汇通能源4.00005.17-3.32-5.51002990盛视科技10.00005.27-6.33-5.59605108同庆楼3.00006.15-6.36-5.71002925盈趣科技7.00004.21-3.18-5.88002020京新药业2.00005.28-7.18-6.01300636同和药业6.00005.18-4.75-6.14300849锦盛新材5.00006.09-6.61-6.23603639海利尔4.00006.08-7.23-6.32002746仙坛股份5.00006.09-6.77-6.39603086先达股份4.00006.09-6.80-6.42002987京北方4.00005.26-6.83-6.42002084海鸥住工1.00006.01-7.81-6.46002999天禾股份4.00006.04-7.13-6.64605077华康股份4.00005.19-5.75-6.82300661圣邦股份5.00006.18-5.70-6.87002867周大生5.00006.18-5.70-6.87300502新易盛4.00306.08-7.86-6.95300517海波重科8.00006.01-8.45-7.10300720海川智能8.00006.02-8.71-7.11002810山东赫达7.00006.02-8.87-7.27300947德必集团5.00005.21-5.57-7.27002993奥海科技3.00004.29-4.20-7.37000049德赛电池4.50005.11-3.34-7.38603088宁波精达4.00006.02-9.02-7.42003027同兴环保5.00005.13-4.56-7.56300610晨化股份4.00006.02-9.22-7.62603233大参林2.00006.10-8.33-7.65300723一品红8.00004.29-4.55-7.72002216三全食品1.00005.19-6.78-7.85605377华旺科技4.00005.27-8.71-7.97002153石基信息4.00006.16-7.79-8.08002968新大正5.00004.30-5.48-8.12603776永安行2.00006.11-9.41-8.19605001威奥股份3.00006.22-7.21-8.28603880南卫股份3.00005.21-6.57-8.28300729乐歌股份3.00005.27-9.05-8.31300886华业香料3.00005.12-4.77-8.40300905宝丽迪10.00005.17-6.27-8.45002324普利特2.00005.28-9.76-8.59603096新经典2.00006.10-9.43-8.74300826测绘股份4.00005.25-7.00-8.98603866桃李面包4.00005.11-4.96-9.01300551古鳌科技5.00005.25-7.13-9.12603739蔚蓝生物4.00005.25-7.72-9.70603466风语筑4.50006.01-11.50-10.15603871嘉友国际3.00006.15-10.96-10.32300658延江股份5.00006.07-11.24-10.54300575中旗股份5.00005.21-8.94-10.64300976达瑞电子8.00006.02-12.27-10.67605122四方新材4.00006.02-12.57-10.97002001新和成2.00005.19-10.10-11.17300753爱朋医疗2.00006.02-13.02-11.41300715凯伦股份8.00004.30-8.93-11.57300815玉禾田10.00006.08-13.04-12.12002320海峡股份5.00004.29-9.22-12.39300841康华生物5.00005.27-13.14-12.40300522世名科技5.00005.28-14.24-13.07603916苏博特2.00005.18-11.69-13.08300566激智科技5.00006.04-13.64-13.15002714牧原股份4.00006.03-14.18-13.33603658安图生物3.00005.27-14.34-13.60603918金桥信息3.00006.15-14.26-13.61300738奥飞数据8.00004.08-11.72-14.22603939益丰药房3.00006.07-15.11-14.41300482万孚生物3.00005.26-15.09-14.68603353和顺石油3.00005.31-15.74-14.79003001中岩大地2.96305.14-10.81-14.80300860锋尚文化9.00004.06-13.07-15.43605009豪悦护理4.90005.10-11.31-15.63300009安科生物2.00005.14-13.25-17.25300483首华燃气8.00004.20-15.64-18.20300848美瑞新材10.00004.20-15.66-18.22002706良信股份3.00004.27-15.26-18.90300822贝仕达克5.00004.14-14.36-19.37000048京基智农3.00005.10-16.05-20.37002124天邦股份4.00005.20-19.14-20.73002911佛燃能源7.00004.22-18.32-21.02603317天味食品2.00005.24-20.60-22.89002846英联股份6.00003.30-19.33-23.15603516淳中科技4.00004.16-19.63-24.56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。
超级复盘、分红送转
高送转、送转