揭秘送转股320只除权以来股价上涨

金融理财阅读 37 2023-11-23 15:33:14

揭秘送转股320只除权以来股价上涨

上市公司分红出现积极变化，更加注重现金分红来回报投资者，流行多年的高送转出现大幅缩减。证券时报・数据宝统计显示，2019年度分配方案中包含送转的有375家公司，其中符合高送转标准的有9家。

2019年送转公司中，主板、中小板、创业板公司分别有168家、78家、129家，主板公司占比最高，是送转的主力军。从业绩看，送转公司2019年盈利的有370家。盈利增幅来看，2019年净利润同比增长的有283家，占比75.47%，净利润增幅居前公司为万集科技、金溢科技、牧原股份，净利润增幅分别为13152.74%、3942.96%、1075.37%。

以最新业绩进行统计，1只送转股公布了半年报或业绩快报，净利润增幅较高的有春秋电子，上半年净利润同比增幅为426.94%。

65只送转股公布了2020年上半年业绩预告，业绩预告类型显示，预增有33只，预盈有2只。以业绩预告净利润增幅中值进行统计，上半年业绩同比增幅最高的是牧原股份，公司预计实现净利润中值为1075000.00万元，同比增幅为7004.22%；净利润同比增幅居前的还有金溢科技、达安基因，预计净利润增幅中值分别为721.51%、521.82%。

在严监管下，市场对送转股的炒作热度如何？统计显示，2019年公布送转方案的公司中，已经有337家公司送转方案已经实施。除权除息当日股价平均上涨0.51%，56.68%个股当日股价上涨。

从除权除息以来的股价表现看，320只个股除权除息以来股价出现上涨，走出填权行情，累计涨幅最高的前三名分别是西藏药业、振德医疗、仙乐健康。股价下跌的有17只，累计跌幅居前的有焦点科技、泰和科技、壹网壹创。

与期间沪指走势对比发现，已实施送转方案的个股中，除权除息以来走势强于大盘的共有160只，西藏药业除权除息以来累计上涨171.97%，跑赢大盘149.61%；振德医疗除权除息以来上涨119.63%，强于大盘101.90%。

已实施送转股除权除息以来表现

代码简称每10股送转除权除息日除权除息以来涨跌相对期间沪指600211西藏药业4.00004.17171.97149.61603301振德医疗4.00006.08119.63101.90300791仙乐健康5.00005.28105.2683.63300657弘信电子6.50005.2890.1968.55300059顶尖财经2.00005.2181.9262.26603960克来机电4.00005.2679.5457.09603880南卫股份3.00006.1271.5953.45603429集友股份4.00006.0268.5550.19603185上机数控3.00005.2066.8647.81603806福斯特4.00005.1865.0044.70300763锦浪科技7.00005.1563.5843.37300522世名科技5.00005.0762.1742.28002930宏川智慧3.00004.3064.0841.82603187海容冷链4.00004.1664.1341.38300738奥飞数据7.00004.2962.4739.67300624万兴科技6.00005.2259.5439.22300014亿纬锂能9.00906.0955.0437.58603919金徽酒3.00005.2056.1037.05603078江化微3.00005.0653.6432.99300489中飞股份5.00006.2348.4232.06603317天味食品4.50005.0850.5230.36603383顶点软件4.00006.0848.0730.33300636同和药业6.00004.1750.6528.29300227光韵达8.00005.2046.9727.92300548博创科技8.00005.2046.6327.59002950奥美医疗5.00006.0545.6027.40300253卫宁健康3.00006.2241.5925.32600570恒生电子3.00006.0543.0624.85002832比音勒芬7.00005.2245.0224.71002050三花智控3.00006.0342.7524.64300696爱乐达5.00005.2745.7124.49300348长亮科技5.00005.2846.1124.47603811诚意药业4.00006.0342.0523.94300525博思软件3.00005.2844.5922.96300502新易盛4.00005.2944.0422.80300480光力科技3.00005.1340.1520.81300438鹏辉能源5.00006.0338.5120.39600588用友网络3.00005.1939.8419.84603040新坐标3.00006.0937.2319.78002084海鸥住工1.00006.0537.5319.33603890春秋电子4.00005.2840.8619.23000661长春高新10.00006.0936.6219.17300638广和通8.00005.2037.8118.76300623捷捷微电6.00005.2640.4017.95300541先进数通3.00005.2640.4017.95002107沃华医药6.00005.2939.1117.88603019中科曙光4.00005.0837.5017.33300576容大感光3.00006.2433.3517.20300793佳禾智能6.00006.1834.3016.77603638艾迪精密4.50006.0137.5816.60300617安靠智电3.00003.3040.0815.61603990麦迪科技3.00007.0327.0515.40300397天和防务8.00006.1733.0815.38002475立讯精密3.00006.1732.7015.00300607拓斯达8.00006.2930.4714.66002905金逸影视4.00005.2134.2614.60002803吉宏股份7.00006.0931.8514.40300457赢合科技5.00005.2636.7714.33002880卫光生物5.00004.2936.9114.12002324普利特6.00004.2236.0013.94002414高德红外7.00006.0232.2813.93300598诚迈科技3.00006.0831.3013.56603138海量数据2.00006.3030.0313.51603101汇嘉时代4.00006.1030.2213.49603232格尔软件4.20006.0134.3913.42300460惠伦晶体4.00006.1830.8813.34300680隆盛科技8.00005.1432.4013.33300661圣邦股份5.00005.2132.9013.24603887城地股份4.00006.0830.7813.05603666亿嘉和4.00006.2428.4512.29002869金溢科技5.00007.0323.3011.65600521华海药业1.00006.0829.2511.52000736中交地产3.00006.1828.9011.37603089正裕工业3.50005.2932.4911.25002734利民股份3.00005.2633.6011.15002970锐明技术10.00005.2130.6510.99002909集泰股份4.00006.0529.1210.91002714牧原股份7.00006.0428.8310.80300778新城市2.50006.0131.1910.21300762上海瀚讯6.00006.0827.8810.15300451创业慧康5.00004.3032.2610.01600371万向德农3.00007.0812.479.32603005晶方科技4.00005.1928.568.56300595欧普康视5.00005.2027.548.49002859洁美科技6.00006.0326.588.47603259药明康德4.00006.0426.248.21300468四方精创5.00406.1925.448.04002833弘亚数控6.00006.0226.317.95300770新媒股份8.00007.098.717.32002837英维克5.00005.2928.517.28300328宜安科技5.00005.2828.917.27300602飞荣达5.69206.0325.337.22603986兆易创新4.00005.0727.027.13603298杭叉集团4.00005.2928.357.12300229拓尔思5.00005.2728.046.82603039泛微网络4.00005.1125.986.81603267鸿远电子4.00006.0224.976.61300360炬华科技3.00005.2628.856.40300226上海钢联2.00006.1123.616.40603939益丰药房4.00005.1826.686.38300632光莆股份3.00004.1728.676.31600120浙江东方4.00005.2125.856.19300628亿联网络5.00006.0127.106.13603613国联股份4.50005.2125.605.95603179新泉股份3.00005.1925.805.79002351漫步者5.00005.2926.675.43300653正海生物5.00006.0523.615.41002036联创电子3.00005.2926.605.37600802福建水泥2.00007.096.575.18002975博杰股份10.00007.078.695.15002007华兰生物3.00004.2727.995.12000983西山煤电3.00006.2421.285.12000901航天科技1.02107.0218.794.76300552万集科技8.00005.1924.744.73600266城建发展2.00006.2920.284.47600195中牧股份1.98907.087.444.29300613富瀚微8.00006.0222.634.27002959小熊电器3.00006.1020.894.16002548金新农3.00006.1522.133.94600452涪陵电力4.00006.2320.253.89300820英杰电气5.00006.0821.563.82000848承德露露1.00004.2926.603.81603027千禾味业4.00006.1120.873.65300656民德电子1.00005.2825.093.45603679华体科技4.00007.086.503.35603041美思德4.00005.1122.313.13600740山西焦化3.00006.2319.342.97603665康隆达4.80006.1622.042.64300785值得买4.94606.2319.012.64603218日月股份4.00006.0320.732.62300551古鳌科技8.00006.0123.582.61603288海天味业2.00005.0722.412.52300735光弘科技4.00005.2923.672.44002936郑州银行1.00006.3018.842.33300709精研科技3.00006.1220.312.17600884杉杉股份4.50006.1919.271.88300769德方纳米8.00005.2624.251.80603023威帝股份1.90006.0919.161.70002205国统股份6.00006.1018.361.64603520司太立4.00006.0122.611.63603936博敏电子4.00006.0419.661.63002627宜昌交运7.00006.1918.951.56002912中新赛克6.00007.0313.101.45300568星源材质7.89606.1620.831.43603737三棵树4.00006.2917.001.20300622博士眼镜4.00005.2120.801.14603339四方科技4.80007.0610.441.00300015爱尔眼科3.00005.2822.620.98600276恒瑞医药2.00005.2523.590.95603797联泰环保4.00007.092.300.91002368太极股份4.00007.092.260.87600382广东明珠3.00007.0610.310.87002621美吉姆4.00006.0918.200.74300009安科生物3.00005.2220.870.56300782卓胜微8.00006.3016.910.39002194武汉凡谷2.00006.0121.330.36000027深圳能源2.00006.1117.400.18300711广哈通信2.00006.1218.310.18600750江中药业2.00006.1218.300.17300758七彩化学8.00005.2721.250.03300773拉卡拉10.00006.0120.93-0.04601828美凯龙1.00007.068.98-0.47300543朗科智能7.00005.2621.90-0.55300590移为通信5.00006.3015.85-0.66300507苏奥传感4.00006.0120.21-0.77603421鼎信通讯4.00007.068.53-0.91002915中欣氟材5.00006.1816.60-0.93600963岳阳林纸3.00005.1318.37-0.96300667必创科技5.00007.082.13-1.02000617中油资本4.00007.090.36-1.02603985恒润股份4.00006.1618.22-1.17603038华立股份4.00007.081.92-1.22300452山河药辅3.00005.2820.23-1.41002868绿康生化3.00005.2820.20-1.44603121华培动力2.00006.1716.22-1.47300802矩子科技6.00006.0119.35-1.62002809红墙股份7.00005.2719.58-1.64000708中信特钢7.00004.3020.43-1.82300659中孚信息6.00005.1518.31-1.90300587天铁股份7.00007.039.74-1.91300550和仁科技4.00006.1715.73-1.97300445康斯特2.00006.0118.99-1.98300776帝尔激光6.00006.0415.99-2.05300722新余国科3.00005.2117.60-2.06603499翔港科技4.00007.0113.35-2.26300475聚隆科技4.00005.2217.78-2.54300767震安科技8.00006.1515.37-2.81300685艾德生物5.00006.1616.55-2.85603214爱婴室4.00004.3019.24-3.02603228景旺电子4.00005.2619.35-3.10603701德宏股份3.00006.0414.91-3.12002777久远银海4.00006.1616.19-3.20300654世纪天鸿3.00006.1714.39-3.30300790宇瞳光学8.00005.1916.58-3.43603079圣达生物4.00006.0814.21-3.52300787海能实业5.00005.1415.54-3.53603662柯力传感4.00007.038.11-3.54603458勘设股份3.00007.07-0.12-3.65300530达志科技5.00005.2618.76-3.69002967广电计量6.00004.2719.17-3.70002757南兴股份5.00006.2312.61-3.75000819岳阳兴长0.50006.1214.31-3.83300630普利制药5.32207.037.62-4.03002962五方光电2.00006.0116.84-4.13002300太阳电缆1.00007.0111.25-4.36300276三丰智能8.00006.2411.75-4.40603309维力医疗3.00005.2518.18-4.45300498温氏股份2.00006.1112.61-4.61600516方大炭素4.00006.0413.40-4.63002840华统股份6.00007.0110.75-4.86603033三维股份4.00006.0413.05-4.98600979广安爱众3.00006.1614.29-5.11300529健帆生物9.00005.2013.60-5.44300404博济医药3.00006.1212.66-5.47002883中设股份5.00007.063.97-5.48300497富祥药业6.00005.1814.81-5.48002817黄山胶囊7.00006.0911.97-5.49603393新天然气4.00005.2013.55-5.49600742一汽富维3.00006.2410.57-5.59603060国检集团4.00006.1712.09-5.61300432富临精工7.00005.2816.02-5.61002952亚世光电5.00006.0412.39-5.64300492华图山鼎7.00006.2310.68-5.69600507方大特钢4.90004.0916.79-5.78002955鸿合科技7.00006.0512.29-5.91300533冰川网络5.00006.2210.29-5.99603156养元饮品2.00005.2214.28-6.04603700宁水集团3.00005.2915.15-6.08603338浙江鼎力4.00006.0512.12-6.08603320迪贝电气3.00005.2616.37-6.08603607京华激光4.00006.1811.40-6.13002935天奥电子3.00006.1711.50-6.19002350北京科锐1.00005.1913.66-6.34300753爱朋医疗3.00005.2815.12-6.52603086先达股份4.00006.1710.95-6.75603236移远通信2.00006.109.98-6.75603871嘉友国际4.00006.1511.39-6.79300542新晨科技3.00006.0211.37-6.98300765新诺威11.00004.2915.77-7.03603326我乐家居4.00007.034.57-7.08002875安奈儿3.00007.018.53-7.08002801微光股份3.00007.034.40-7.24000597东北制药4.90005.2011.71-7.34603639海利尔4.00006.1510.79-7.39600717天津港2.00006.1910.00-7.39300416苏试试验5.00005.1912.47-7.54603617君禾股份4.00005.1512.40-7.82600305恒顺醋业2.80006.0410.21-7.83603669灵康药业4.00005.2614.57-7.87002893华通热力3.00006.238.33-8.03603368柳药股份4.00006.247.95-8.21002395双象股份5.00005.2010.76-8.28603488展鹏科技4.00006.059.81-8.39603878武进不锈4.00006.227.82-8.46300569天能重工7.00006.129.66-8.48300627华测导航4.00006.129.59-8.55300756中山金马4.00006.1610.84-8.55002917金奥博5.00005.2712.41-8.81603637镇海股份4.00007.025.15-8.88600527江南高纤2.00006.0111.95-9.02002956西麦食品10.00007.032.57-9.08300732设研院2.00006.098.33-9.13603568伟明环保3.00006.237.20-9.17300771智莱科技6.00005.2110.30-9.35002887绿茵生态5.00006.198.02-9.38603610麒盛科技3.80006.058.71-9.49002749国光股份1.58005.2911.72-9.52603351威尔药业4.00005.2711.63-9.59000703恒逸石化3.00005.2811.95-9.69603527众源新材4.00006.087.96-9.78300647超频三5.00005.1510.18-10.04603977国泰集团4.00005.219.56-10.10603360百傲化学4.00004.2812.34-10.21300327中颖电子1.00006.028.08-10.28603165荣晟环保4.00005.199.61-10.39603127昭衍新药4.00006.087.19-10.54603018中设集团2.00006.027.50-10.85600793宜宾纸业4.00006.157.33-10.86300669沪宁股份3.00005.148.19-10.88300220金运激光2.00007.023.01-11.02603602纵横通信3.00006.086.62-11.12600106重庆路桥1.00006.086.61-11.12300664鹏鹞环保5.00005.2710.07-11.15603587地素时尚2.00005.228.94-11.38300486东杰智能5.00006.046.64-11.40603379三美股份4.00006.026.92-11.43002860星帅尔7.00005.078.34-11.55603963大理药业3.00006.085.94-11.79603229奥翔药业4.00006.234.43-11.93603508思维列控4.00006.095.47-11.98300786国林科技6.00005.228.28-12.03601100恒立液压4.80007.013.57-12.04300417南华仪器7.00006.045.90-12.13300559佳发教育5.00005.228.10-12.22002030达安基因1.00006.185.25-12.29002916深南电路4.00005.136.92-12.41603088宁波精达4.00006.223.79-12.48002931锋龙股份6.00006.125.47-12.66002796世嘉科技5.00005.288.76-12.87002927泰永长征3.00006.045.13-12.91002878元隆雅图7.00006.194.44-12.95000922佳电股份2.00005.259.67-12.96603819神力股份3.00006.242.91-13.25603233大参林2.00006.174.31-13.39603657春光科技4.00006.034.67-13.45603183建研院4.00005.268.82-13.63603226菲林格尔3.90006.093.31-14.15300499高澜股份5.00006.232.19-14.18002320海峡股份5.00004.278.46-14.40600448华纺股份2.00006.112.40-14.81300505川金诺3.00004.167.83-14.91002968新大正5.00004.307.29-14.96000952广济药业2.00005.296.15-15.09300144宋城演艺8.00005.295.60-15.64300385雪浪环境6.00005.212.92-16.74603217元利科技4.00005.284.79-16.85002238天威视讯3.00006.24-1.17-17.32300817双飞股份2.00005.293.58-17.65300586美联新材9.00006.013.25-17.73300682朗新科技5.00005.082.10-18.07603208江山欧派3.00006.04-1.39-19.43300800力合科技10.00005.14-0.65-19.72002811郑中设计5.00006.03-2.07-20.19603823百合花4.00005.262.23-20.22002862实丰文化5.00005.290.80-20.44600753东方银星4.00006.01-1.65-22.62603336宏辉果蔬4.50005.22-2.98-23.30300393中来股份8.00006.10-7.39-24.12603577汇金通4.00004.29-1.37-24.16002427*ST尤夫1.00006.01-4.03-25.00002120韵达股份3.00006.12-9.21-27.35002315焦点科技3.00003.10-12.81-30.04300234开尔新材8.12504.21-9.34-30.31002458益生股份7.00003.19-4.32-30.77300792壹网壹创8.00005.27-9.63-30.85603180金牌厨柜4.00005.28-9.48-31.12300801泰和科技8.00004.09-11.67-34.24