随着上市公司中期业绩逐步明朗，市场趋势有望转向关注上市公司业绩。数据显示，截至6月11日收盘，两市共有1024家上市公司公布中期业绩预告。Except for 20 enterprises with uncertain performance, 651 enterprises (including continued earnings) are expected to be happy, accounting for more than 60%.
The performance of 102 enterprises doubled
Among these 1024 companies, except for the companies with uncertain performance, 157 companies increased in advance, 294 companies increased slightly, 157 companies continued to gain and 43 companies reversed losses, respectively; among the companies reporting performance worries, 85 companies decreased in advance, 94 companies decreased slightly, 75 companies first lost and 99 companies continued to lose, respectively.
At present, 177 entrepreneurs, 755 entrepreneurs and 92 entrepreneurs disclose interim performance notice on the main board, SME board and gem respectively.Among them, small and medium-sized board enterprises have been basically disclosed.In addition to 9 enterprises with uncertain performance, 126, 249, 131 and 22 entrepreneurs are expected to increase, slightly increase, continue to make profits and turn losses, respectively.The proportion of enterprises expected to be happy reaches 70%.According to the statistics of the upper and lower limits of expected profits, the growth range of medium-term net profit of small and medium-sized board is 5.81% – 40.64%, with an average of 23.23%, which is expected to usher in the largest growth in the same period of nearly five years.
More than half of the industries with pre increased performance mainly include medicine, architectural decoration, automobile, electric power equipment, TMT, chemical products and non bank finance, while the proportion of real estate, non-ferrous metals, iron and steel, and coal companies reporting good news is lower.Analysts pointed out that, from the perspective of the proportion of performance increase in advance, the profitability of Listed Companies in consumer non cyclical industries is guaranteed, and subject to the economic environment, the performance of upstream resource products such as coal and steel in cyclical industries is still difficult to improve in the short term.
In terms of individual companies, 483 companies achieved profit growth based on the lower limit of net profit growth, of which 149 companies achieved a net profit growth rate of more than 50%, and 102 companies doubled their net profits.The net profit of Sinosteel international, Shunrong Sanqi, Haixiang pharmaceutical and other eight companies increased by more than 10 times year on year.Major asset restructuring, disposal of equity assets and merger and acquisition are still the main reasons for the growth of companies with surging performance.
Sinosteel international is currently the “growth king” of the two cities.It is estimated that the company’s net profit in the reporting period will be 20-250 million yuan, with a year-on-year growth of 15647.26% – 19534.08%.业绩增长的主要原因是，实施重大资产重组后，公司资产配售将继续具有较强的盈利能力。顺融三七和海翔药业的大幅增长主要是由于被收购企业的合并。
Affected by the low price of main products, animal husbandry is also a disaster area for companies with declining performance.At present, among the 10 listed companies that have announced the performance forecast, except for Dakang animal husbandry, Huaying agriculture and muyuan, the remaining seven companies have reported a decline in performance.Shengnong development is expected to make a net profit of – 25000 to – 165 million yuan in the first half of the year.At the same time, the company is expected to further improve its production capacity and raise more funds than in the first quarter of 2015.However, the overall business performance of the company is still not affected by the downturn of the domestic industry from June to January 2015.
Some “problem companies” continue to make losses in the first half of the year.These companies are unable to turn around their losses in the second half of the year by relying on their main businesses, or they will “wear a hat” or suspend listing.* St Cloud is expected to have a net profit loss of 80-95 million yuan in the first half of 2015.The company said that although the registration authority has accepted the trademark transfer of “xiangeqing”, it is impossible to predict whether it can meet and meet the income recognition conditions agreed in the agreement during this period.The company will make timely announcement and accounting treatment according to the specific transaction and transfer progress.In the same period of 2014, the company’s environmental protection business made a profit contribution and realized assets and equity trading income.In the first half of 2015, in addition to the above-mentioned “xiangeqing” trademark transfer transaction may have an impact on the performance, other assets and equity transactions can not be expected to have an impact on the performance.
At present, the company with the largest loss is Suning cloud business.The company said that in the second quarter, the company continued to promote the construction of Omni channel platform, accelerated the opening of the platform, improved the richness of goods, further improved the level of logistics services, increased the promotion of cloud stores and Internet businesses, especially mobile terminals, maintained a positive price strategy, and carried out more frequent promotional activities.It is expected that the sales scale of goods in the second quarter will grow by about 30% year-on-year, and the net profit will be reduced Profits and losses are expected to range from 250 million yuan to 350 million yuan; losses in the first half of the year are expected to range from 581.923 million yuan to 681.923 million yuan.
有关方面，采用的是，进行了以下方面的研究，进行了以下的调查；估计的是，各种各样的测量；；估计的的是，测量测量的数据；；；估计的是，有关有关的测量的；；；；；进行进行进行的是；；进行进行的是；；有关的是；进行进行进行进行的；；进行的是；进行进行进行的调查；；；各1010101010；；测量测量测量的10?10；；10 18 18 18 18 18 18 18 99999999999;;;;8 8 8；测量测量测量测量测量测量的各各各各各各各各各各各各各2009；；；测量的；；；；；；；；各各各各调查调查调查；；；；；；；；各各各各各各各各各各各各各各各各各各各各各各各各各各各各各各各各各各各各各各各各各各各各各各各各派现0.10俎（含俎）；露笑科技划每10股转增10股派现0.1俎（含俎）
市场人士表示，牛市大环境下，上市公司股价、市值快速增长，部分公司扩张股本预期增强，中报高送转行情值得期待。 中小板、创业板由于股本规模较小，高送转热情较为高涨。 实现高转增需有较高的资本公积，高比例分红要有丰厚的未分配利润，这两项数值越高的公司，实现大比例利润分配的可能性越高。
从历史上看，拥有高送转预期的上市公司股票在披露期间常会掀起一波行情，部分机构和投资者会选择提前布局。 不过，分析人士认为，对高送转概念股，投资者要重点关注上市公司的主业表现和业绩增长，高送转并非等于高增长。 (中国证券报 张玉洁)