As of August, 1, according to statistics, a total of 169 listed companies in Shanghai and Shenzhen stock markets disclosed interim reports, of which 137 companies showed year-on-year growth, accounting for 8 1. 1%, while only 32 companies showed year-on-year decline, accounting for/kloc-0.
In terms of profit distribution, most listed companies do not distribute or increase capital in the medium term, but there are still 7 companies that pay dividends. Among them, Sudi Fashion (603587), a new share, plans to distribute a cash dividend of 10 yuan (including tax) for every 10 share, and the cash dividend of * * * is 40010 million yuan, which is the most striking. In addition, Hengli shares (,Shunhao shares (002565) 10 sent 2.0 1 yuan, Dahao Technology (603025) 10 transferred to 4.5 shares, which is also worthy of attention.
Listed companies often perform strongly when transferring interim profits. Except for Yuntu Holdings' operating income, which decreased by 0.47% year-on-year, other performances are on the rise. For example, in the first half of 20 18, the operating income of Hengli Co., Ltd. reached 26.452 billion yuan, a year-on-year increase of 26.87%, and the net profit attributable to shareholders of listed companies was/kloc-0.882 billion yuan, a year-on-year increase of 609 million yuan. Shunhao's operating income increased by 10. 19%, but its net profit increased by 169.98%.
In addition, the performance of Laobai dry wine has tripled. The financial report shows that the company achieved revenue of 65.438+0.459 billion yuan in the semi-annual report, a year-on-year increase of 365.438+0.78%; The net profit was 65.438+0.46 billion yuan, a year-on-year increase of 20.805438+0%. The main reason is that the company's main business income increases, gross profit margin increases and expense ratio decreases. At the same time, the company completed the acquisition of Fenglian Liquor, and Fenglian Liquor was consolidated.
In the first half of the year, affected by financial deleveraging, the market risk aversion was high, and the capital flow was more inclined to the plate with better cash flow. Among them, the liquor sector maintained high growth and was less affected by economic fluctuations. At present, it is still the main plate for institutional gathering and heating. In addition, consumption upgrading will lead to an increase in benign demand, and the price of high-end wine will bring some space for the secondary high-end market. Considering the persistence of performance growth and valuation level, the food and beverage industry is still an industry worthy of investors' attention in the second half of 20 18.
In terms of technology stocks, Hikvision (0024 15), a brother in Shenzhen, disclosed the 20 18 semi-annual report: the company's operating income was 20.9 billion, up 26.92% year-on-year, and the net profit attributable to its mother was 465,438+47 million yuan, up 26% year-on-year. Its performance is not bad, but the growth rate of operating income declines and the profit rate declines.
Hikvision's revenue increased by more than 40% before 15, 16 dropped sharply, 17 rose to more than 35%, but 18 fell to 26.92% in the first half of the year. According to the growth stock valuation index PEG, the growth rate drops and the valuation level should also drop, so the market performance is poor this week.
With the saturation of the domestic security market, the performance pressure of Hikvision will gradually increase, and the market forecast has reached the ceiling. Therefore, for white horse stocks with declining performance and high valuation, we should also pay attention to risks.
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