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分红密集期来袭,“股王”茅台创新高!还有这些公司股权登记
格隆汇 06-19 16:38

来源:wind

参与分红是A股“例菜”,6月下旬是分红实施密集期。据悉,“股王”贵州茅台2020年分红213.87亿元,再次刷新历史。哪些公司要大手笔分红?

6月迎分红实施高峰

股票收益主要由资本利得、股票分红组成。时至6月,正是A股公司分红实施密集期。

按照以往经验,6月抢权、填权表现较好。从股价表现来看,高送转一直看做是重大利好,主要是高送转向投资者传递出上市公司对业绩成长的信心。

对于二级市场的交易者来说,炒高股价→高送转拉低股价→再炒高股价→高送转……这就是股票炒作套路。

不过,受监管升级等因素影响,2019年高送转公司大幅减少。

据Wind数据统计,2019年,两市3760家公司有2647家推出了分红方案。其中,涉及现金分红2615家,涉及送转股390家。

8家公司即将高送转

物以稀为贵。对于一些股本小、优质的高成长类公司,一定比例的高送转是其股本扩张的重要方式,其投资机会仍值得风险偏好较高的投资者关注。

高送转从公告到实施需要经过预案公告日、股东大会公告日、股权登记日、除权除息日以及股利发放日等时间节点。目前,股权登记日是重要关注时点。

截止6月19日,2647只分红股票中,1750公布了分红实施公告。其中,已过股权登记日的有1562家,188家公司未到股权登记。

据Wind数据统计,在即将股权登记的这188家公司中,拓斯达、三丰智能、华图山鼎、华统股份、移为通信、高澜股份、中飞股份、南兴股份8家公司达到高送转标准(10送转5股)。

每股派17.025元,茅台再创新高

随着监管层引导政策的不断推进,上市公司分红总额逐年增长,投资者获得感大增。

A股公司派现忙。6月19日,贵州茅台盘中创历史新高价1445.2元,市值一度超越工商银行,位居A股市场第一位。

截止收盘,股价收于1439.84元,上涨1.90%,总市值18087亿元。以外,带动五粮液、洋河股份、泸州老窖等白酒股纷纷上扬。

消息面上,6月18日晚,贵州茅台发布2019年年度权益分派实施公告,A股拟每股派发现金红利17.025元(含税),股权登记日2020年6月23日,除权(息)日2020年6月24日。

此次茅台向股东分红213.87亿元,再度创历史最高纪录,再一次让行业感叹茅台股东的“幸福感”。

茅台今日的成就,得益于产品、得益于市场、得益于管理,更得益于团队。因而对于股东,茅台从来讲求实实在在的回馈,其高分红方案一直是热门话题。

据Wind数据统计,自2001年上市以来,茅台分红总额已达971.167亿元,分红率达到43.72%。是两市难得的“现金奶牛”,也是机构最喜欢的长线金股。

18家公司高现金分红

除贵州茅台外,A股还有大量的上市公司向广大投资者派发现金红利。

目前A股正处于存量博弈、维稳行情中。高派现从侧面显示企业经营水平很好,传递出积极的信息。同时,持续稳定的现金回报能让投资者做出合理的投资决策。

据Wind数据统计,在即将股权登记的现金分红公司中,贵州茅台、洋河股份、苏泊尔、威孚高科、浙江医药、昂利康、上汽集团、片仔癀、大商股份、迎驾贡酒等18公司派现较高,达到每10股派5元及以上标准。

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