· 16 listed car companies announced dividend plans

In 2012, Shanghai Stock Exchange encouraged listed companies to have an annual cash dividend ratio of no less than 30%. However, as China's economy shrinks and financing costs rise, many listed companies' cash flow becomes more and more tight, and there are only a handful of companies that dare to distribute large proportions of dividends. However, the auto sector is undoubtedly an exception.

As of May 12, from the annual financial reports released by major auto companies, although the growth rate of China's auto market in 2015 has slowed down compared with the same period of last year, the net profit of 90% of listed auto companies has achieved different degrees of increase. The top three car companies are SAIC, Changan Automobile and Great Wall Motor, with net profit of 29.651 billion yuan, 9.953 billion yuan and 8.04 billion yuan respectively.

According to the statistics of the reporters, 16 of the 22 listed car companies announced dividends and transfer plans. Among them, SAIC, Yutong Bus and Changan Automobile were the most generous, with dividends of 14.995 billion yuan, 3.321 billion yuan and 2.984 billion yuan respectively.

On the Other hand, the "Iron Rooster" Jinbei car has not been distributed or transferred for 25 years from 1991 to now; Yaxing Bus has not been distributed in dividends for 13 years since 2003.

Yutong bus dividends are the most generous 3.5 billion yuan net profit of the company's 3.3 billion yuan

According to Wind statistics, in 2015, among the 22 listed companies, 16 companies had the transfer of shares or cash dividends, accounting for 72%. The accumulated dividends of the above 16 car companies reached 25.810 billion yuan. Compared with the total profit of 61.112 billion yuan, the dividend payout ratio of the automobile industry reached 42.23%.

In terms of dividends, SAIC Group took the first place with a total of 14.995 billion yuan. Yutong Bus and Changan Automobile ranked second and third with 3.321 billion yuan and 2.984 billion yuan.

Prior to the SAIC Group's financial report, the company will distribute cash dividends to shareholders in 2015, with a total of 13.60 yuan (including tax) for every 10 shares, with a total dividend of 14.795 billion yuan. The company's 2015 full year net profit totaled 29.794 billion yuan. This means that 50.3% of SAIC's annual net profit is returned to shareholders.

As the biggest beneficiary of new energy subsidies, Yutong Bus's 2015 financial report shows that the company has completed the sales of 67,018 passenger cars and realized operating income of 31.21 billion yuan. The subsidies for the promotion and application of new energy vehicles by the state and local governments amounted to 6.86 billion yuan. It is equivalent to nearly twice the net profit of 3.535 billion yuan.

At the same time as the annual report was released, Yutong Bus also announced its dividend plan. The company plans to find a bonus of 15 yuan (including tax) for every 10 shares. According to the current 2.132 billion shares of Yutong Bus, the dividend will be 15 yuan for every 10 shares, and the dividend will cost about 3.32 billion yuan, which accounts for 93.92% of its net profit. According to its current share price of 20.33 yuan / share, its dividend yield is as high as 7.4%.

It is worth mentioning that among the 16 car companies that have submitted dividend distribution plans, there are 5 dividends per share exceeding 0.5 yuan, accounting for 31.3%, and the remaining dividends per share are below 0.2 yuan. There are 6 households above 0.1 yuan, accounting for 37.5%; 5 households are below 0.1 yuan, accounting for 31.3%.

Some auto industry analysts told reporters that companies with sufficient capital and stable operations will not rely too much on profit accumulation in their daily operations and normal investment processes. For the current income, investors will be given more dividends, and the company will be considered more The potential of value investment is easy to attract investors to hold for a long time.

Jinbei Automobile has not paid dividends for 24 years. The auto industry dividend rate is only 1%.

In stark contrast to the companies that are well-off, some listed car companies have always been silent on the annual dividend. For example, the Jinbei car has become the "senior iron cock" with the longest record of 25 years of incompetence.

The data shows that although the Jinbei Automobile has only had a six-year book loss since its listing in 1992, it has never expressed its "mind" to investors regardless of the company's losses or profits.

In 2015, there were no dividend transfer plans for the whole vehicle companies, including Yaxing Bus, BYD, FAW Xiali and Shuguang.

The reporter inquired about the relevant information and found that Yaxing Bus was only based on the total share capital of 900,000 shares in 2002, and 0.6 yuan for every 10 shares (including tax, 0.48 yuan after tax). Since 2003, the company has not made dividends and transferred shares in 13 years.

Yaxing Bus said that the company closely followed the national strategy and policy orientation, seized the opportunity of explosive growth of the new energy market, operating income increased by 36.81%, and the net profit attributable to shareholders of the parent company reached RMB 20.2 million. In the dividend distribution scheme, there is only one word: no allocation does not increase.

In addition, the dividend plans of the three major private car companies also appear to be relatively low-key. Great Wall Motor's net profit last year fell slightly from 8.051 billion yuan to 8.040 billion yuan, earnings per share was 0.88 yuan, but the dividend was 0.19 yuan per share; Geely Automobile's net profit increased 58% to 2.261 billion yuan, but the dividend was 0.04 per share. Yuan, an increase of 0.01 points over 2014. BYD shares, whose profits have risen sharply, have no dividends directly. Their net profit reached 2.823 billion yuan and earnings per share was 1.12 yuan.

In this regard, BYD said that because the company's non-public issuance of A shares has been approved by the China Securities Regulatory Commission, according to the regulations, dividends should be carried out after the implementation of the plan. As a result, the company accumulates undistributed profits to the next year to meet the company's general working capital needs. At the same time, the company plans to make a profit distribution based on cash flow in the middle of 2016 after the completion of this non-public offering of shares.

Analysts believe that the dividend payout of auto companies is too thin, and it is also related to the current expansion pressures they face. The reporter learned that since last year, car companies including BAIC, SAIC, BYD, and Changan have announced plans for new energy investment in the future. The cumulative investment in new energy will reach 80 billion yuan, including the whole vehicle, infrastructure and parts. Integration and combing.

In general, as measured by the dividend rate, the performance of automobile manufacturers is still no surprise. Based on the closing price on May 12, among the many car companies, except for Yutong Bus and SAIC, the dividend yield can approach 7%, and Jiangling Motors and Changan Automobile reach 4.3%, which is higher than the one-year fixed deposit rate of the bank during the same period. The rest of the majority of enterprises are below 1%, Guangzhou Automobile Group is only 0.49%, and FAW Car is only 0.34%.

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