news

Cailianshe News, August 18 (Editor: Li Chen)The disclosure of the 2024 semi-annual reports of A-share listed companies is in full swing. Choice data shows that as of press time,Nearly 650 A-share listed companies have disclosed their 2024 semi-annual reports。

With the disclosure of the semi-annual report, as of today,174 listed companies in the A-share market have planned to distribute interim dividendsIn terms of dividend amount,China MobileIt plans to pay shareholders a dividend of 2.38 yuan per share (including tax), with a total interim dividend of approximately 51 billion yuan, temporarily ranking first。Ping An Bank、China UnicomThey plan to rank second and third with dividend amounts of 4.774 billion yuan and 3.05 billion yuan respectively.Zijin Mining、Shanghai Rural Commercial Bank、Shuanghui DevelopmentThe dividend amounts were 2.658 billion yuan, 2.305 billion yuan and 2.287 billion yuan respectively.

also,Wanhua Chemical、China Coal Energy、Focus MediaThe dividend amounts of all companies are over 1 billion yuan. The proposed dividend amounts of Huadian International, Jizhong Energy, and Huadong Medicine are all over 500 million yuan. The dividend amounts of Zangge Mining, Founder Securities, Jidian Co., Ltd., Jibit, Lakala, Tibet Pharmaceutical, Guobo Electronics, and Yifong Pharmacy are all over 300 million yuan.The specific situation is as follows：

Data source: Choice data listed company announcements

China Mobile announced on August 8 that its net profit in the first half of the year was 80.2 billion yuan, a year-on-year increase of 5.3%. Along with the semi-annual report, China Mobile also released its mid-term dividend plan.China Mobile disclosed the "Announcement on the 2024 Interim Profit Distribution Plan" and showed that dividends will be distributed to all shareholders, a year-on-year increase of 7.0%. The A-share dividends will be paid in RMB, with an amount of 2.3789 yuan per share (including tax).. As of the end of the first half of 2024, the total number of shares is 21.443 billion shares, and a total interim dividend of approximately 51.011 billion yuan will be distributed. Gao Yuyang and others from Shanxi Securities stated in a research report released on August 14 that China Mobile is currently in the process of transforming the old and new driving forces of traffic business to new information services. Analysts believe that the company has a solid customer base, data base, and computing power base, and is expected to accelerate the realization of new AI momentum. China Mobile promotes the "30,000" artificial intelligence action to maintain its advanced nature in the domestic AI field. In the first half of the year, intelligent computing (FP16) was 19.6EFLOPS, an increase of 9.5EFLOPS from the beginning of the year. At present, 23 AI+ products have been created. In the future, AI+DICT will add new momentum to government and enterprise business, and model-as-a-service will add new momentum to mobile cloud business.

Ping An Bank announced on August 15 that its net profit in the first half of the year was 25.879 billion yuan, a year-on-year increase of 1.9%. Ping An Bank disclosed on the same day thatPlans to distribute interim profits in 2024, with a cash dividend of RMB 2.46 (tax included) per 10 shares, and a cash dividend amount of RMB 4.774 billion (tax included)。Zheshang SecuritiesLiang Fengjie and others said in a research report released on August 15 that Ping An Bank's revenue momentum has stabilized, its liability costs have improved significantly, and the results of its business adjustments have already been evident. Looking ahead to the whole year, as the interest rate spread base continues to decline over the same period, it is expected that the drag on earnings from the interest rate spread will continue to improve, the decline in revenue for the whole year is expected to continue to narrow slightly, and profits are expected to maintain positive growth.

China Unicom announced on August 15 that its net profit in the first half of 2024 was 6 billion yuan, a year-on-year increase of 10.9%.In terms of profit distribution, China Unicom's board of directors proposed to distribute a cash dividend of RMB 0.959 (including tax) for every 10 shares, an increase of 20.5% year-on-year. A total of approximately RMB 3.05 billion (including tax) in dividends will be distributed to the company's shareholders.In a research report released on August 16, Tang Haiqing and others from Tianfeng Securities stated that China Unicom continued to strengthen the construction of new infrastructure, focusing on the three networks of "Internet, computing network, and data network", insisting on network-industry collaboration and precise investment, and completed fixed asset investment of 23.9 billion yuan in the first half of the year (the annual investment is expected to be within 65 billion yuan). The scale of investment has been stable with a decline, down 13.4% year-on-year, and the investment efficiency has continued to improve, laying a solid foundation for the company's high-quality development.

Zijin Mining announced on July 8 that it expects to achieve a net profit attributable to shareholders of the listed company of approximately RMB 14.55 billion to RMB 15.45 billion in the first half of 2024, an increase of approximately 41% to 50% year-on-year. Zijin Mining announced on July 19,The company plans to implement the 2024 interim dividend, with a cash dividend of RMB 1 for every 10 shares, and a total cash dividend of RMB 2.658 billion.China Galaxy Huali and others said in a research report released on July 9 that Zijin Mining has made major breakthroughs in prospecting and increasing reserves, and has strong endogenous growth momentum. Zijin Mining has strong independent exploration capabilities and rich reserves of key mining projects. In the future, copper and gold mine production is expected to maintain stable growth, and long-term growth momentum is sufficient.

Shanghai Rural Commercial Bank announced on August 16 that its net profit in the first half of the year was 6.971 billion yuan, a year-on-year increase of 0.62%.The company plans to pay a cash dividend of 2.39 yuan per 10 shares, totaling 2.305 billion yuan, with a dividend ratio of 33.07%.In a research report released on August 17, Liang Fengjie and others from Zheshang Securities said that considering that the mid-term dividend plan of Shanghai Rural Commercial Bank has been clarified, it is expected that the mid-term dividend will be implemented quickly in the following months of the year. In addition, it is noted that the core tier 1 capital adequacy ratio of Shanghai Rural Commercial Bank at the end of 24Q2 increased by 19bp month-on-month to 14.68%, which is at a relatively high level among listed banks. Shanghai Rural Commercial Bank has sufficient capital and is capable of maintaining dividends at a high level or even further increasing them.

(Li Chen, Cailianshe)