从严监管下，上市公司分配方案逐渐完成“脱虚向实”的转换：上市公司现金分红更受追捧，送转方案逐渐遇冷。pH4一流镖客
作为股东权益的内部调整，送转股对公司经营业绩没有实质影响，但作为每年必炒的“例牌菜”，推出高送转的公司股价往往更受追捧。也正是基于这种炒作热情，上市公司一度热衷于推出高送转方案，彼时推送高送转方案的上市公司家数骤增，高送转比例也曾不断抬升。爆炒行情下，监管层重拳出击，对高送转公司从严监管，上市公司送转热情逐渐遇冷。pH4一流镖客
截至4月14日，1205家公司披露了2020年度分配方案，其中分配方案中包含送转的公司有145家。送转方案来看，目前每10股送转比例最高的是玉禾田，公司拟10送转10股；宝丽迪、美瑞新材等紧随其后，送转比例为每10股送转10股、10股。按照高送转最新要求，共有21家公司的分配方案包含高送转。pH4一流镖客
业绩方面，公布送转方案的公司中，有145家公司已经披露2020年报，净利润增幅最高的是天赐材料，2020年实现净利润5.33亿元，同比增长3165.21%。pH4一流镖客
市场表现上，送转方案公布首日，股价上涨的有83只，股价涨停的有宝丽迪、爱美客等，股价下跌的有61只。送转方案公布以来股价上涨的有72只，涨幅较大的有美瑞新材、奥海科技等，分别上涨36.08%、27.17%；股价下跌的有72只，跌幅最大的是新强联，累计下跌20.92%。pH4一流镖客
与送转遇冷相对的是，上市公司更加注重现金分红，公布送转方案的145家公司中，在进行送转的同时有139家同时搭配现金分红，占送转公司比例的95.86%。目前推出纯派现的公司也有1060家。pH4一流镖客
年度送转方案一览pH4一流镖客
代码 | 简称 | 首次预案公布日 | 每10股派现(元) | 每10股送转(股) | 预案公布当日涨跌(%) | 预案公布以来涨跌(%) | 300815玉禾田2021.03.3011.2010.0001.44-16.05300848美瑞新材2021.03.162.0010.00020.0036.08300905宝丽迪2021.04.0810.0010.00020.016.01300832新产业2021.03.3110.009.0003.878.70300860锋尚文化2021.02.2310.009.000-9.42-20.58300692中环环保2021.03.050.809.000-3.699.54300563神宇股份2021.03.161.509.0007.7413.71300483首华燃气2021.03.17 8.000-2.94-14.09300655晶瑞股份2021.03.232.008.00017.2411.69300715凯伦股份2021.03.316.008.0002.228.83300723一品红2021.03.302.508.000-7.65-9.21300782卓胜微2021.03.3110.008.0000.9119.80300738奥飞数据2021.03.020.758.0001.69-12.27300751迈为股份2021.04.1015.008.000-0.49-1.62300887谱尼测试2021.03.195.008.000-4.36-2.33300896爱美客2021.02.0935.008.00020.00-1.01300852四会富仕2021.03.314.008.000-4.01-6.18300850新强联2021.03.314.107.000-13.50-20.92002709天赐材料2021.03.252.007.00010.0117.68002810山东赫达2021.03.17 7.000-0.6817.32002886沃特股份2021.01.121.007.00010.012.53002911佛燃能源2021.03.236.007.0009.9811.53002922伊戈尔2021.03.312.007.0004.398.57002925盈趣科技2021.03.2010.007.00010.0010.71002985北摩高科2021.03.183.007.0000.483.69003021兆威机电2021.03.3010.006.000-2.37-11.77002846英联股份2021.02.091.506.00010.047.92002030达安基因2021.03.315.506.0003.93-0.55300748金力永磁2021.03.192.006.0004.93-4.12300697电工合金2021.03.104.006.0004.112.99300674宇信科技2021.03.312.706.0000.81-5.29300636同和药业2021.04.020.856.000-2.15-4.20300593新雷能2021.04.100.656.000-3.86-7.28600061国投资本2021.04.021.965.2003.593.02300871回盛生物2021.03.294.105.0001.221.42300623捷捷微电2021.03.201.605.0001.185.67300658延江股份2021.03.316.505.0003.82-0.98300575中旗股份2021.03.314.005.0002.714.24300582英飞特2021.03.311.195.0000.69-0.69300453三鑫医疗2021.03.272.005.0003.366.19300690双一科技2021.03.1610.005.000-7.49-12.94300822贝仕达克2021.03.095.005.000-9.813.33002867周大生2021.03.306.005.0001.161.98002891中宠股份2021.03.310.705.000-0.851.65002746仙坛股份2021.03.303.005.0003.364.38002801微光股份2021.03.233.005.0001.815.60002320海峡股份2021.03.271.405.0005.077.66003027同兴环保2021.03.265.005.00010.00-1.15002968新大正2021.03.305.505.000-0.062.15605009豪悦护理2021.03.2610.004.900-2.80-0.53002184海得控制2021.04.101.004.700-9.99-12.78002979雷赛智能2021.04.075.004.500-5.18-10.38000049德赛电池2021.03.2310.004.5000.48-8.98603613国联股份2021.03.301.324.500-3.72-3.77603659璞泰来2021.03.164.104.0004.1823.38603801志邦家居2021.03.238.004.0003.98-5.24603516淳中科技2021.03.054.004.000-0.223.88603578三星新材2021.03.262.804.0001.96-1.31603810丰山集团2021.03.315.004.000-0.71-6.81603127昭衍新药2021.03.303.504.000-2.15-1.83603180金牌厨柜2021.04.089.004.0003.42-4.76603183建研院2021.04.090.884.0001.481.85603060国检集团2021.03.301.614.0001.17-0.16603392万泰生物2021.03.262.504.000-1.6817.22002909集泰股份2021.04.091.504.0003.331.27603500祥和实业2021.03.162.004.00010.024.07603010万盛股份2021.03.234.004.000-1.22-14.46002603以岭药业2021.04.0910.004.0001.053.02002648卫星石化2021.04.131.704.0000.280.28002876三利谱2021.03.182.004.000-3.415.25002226江南化工2021.03.230.554.000-5.70-8.87300595欧普康视2021.03.300.934.0002.7511.36605077华康股份2021.03.3110.004.000-2.623.51605111新洁能2021.03.314.154.000-3.7517.69605369拱东医疗2021.03.0818.004.000-1.3726.29603866桃李面包2021.03.2410.004.0001.797.24603881数据港2021.03.200.604.000-2.08-12.14603906龙蟠科技2021.03.271.774.0000.892.04603909合诚股份2021.04.100.664.0001.270.61605008长鸿高科2021.04.102.504.0004.441.23600452涪陵电力2021.04.092.204.0001.720.97600605汇通能源2021.02.271.024.0002.942.61600760中航沈飞2021.03.302.404.00010.00-1.49000987越秀金控2021.03.202.503.5002.63-6.55000048京基智农2021.03.2615.003.0000.14-4.09603588高能环境2021.04.090.703.000-0.20-2.63603565中谷物流2021.04.139.003.000-3.58-3.58603773沃格光电2021.03.150.523.000-1.86-3.69603505金石资源2021.03.193.003.000-10.00-14.17603458勘设股份2021.04.026.403.000-2.13-5.08603336宏辉果蔬2021.03.270.653.000-0.317.34603078江化微2021.03.301.203.000-0.68-2.11603288海天味业2021.03.3110.303.0001.418.26002896中大力德2021.03.254.003.000-9.99-5.19002921联诚精密2021.03.204.003.000-3.05-10.86002706良信股份2021.03.263.003.0001.0912.69601919中远海控2021.03.31 3.00010.0118.06003022联泓新科2021.03.242.003.00010.0018.28002983芯瑞达2021.03.313.003.000-0.5911.52002993奥海科技2021.03.163.003.0001.8627.17003001中岩大地2021.04.083.603.0008.94-16.79002947恒铭达2021.03.313.003.0000.29-0.35600845宝信软件2021.04.139.003.0000.660.66600731湖南海利2021.03.230.403.000-4.98-7.82300886华业香料2021.03.292.003.000-5.41-2.03600426华鲁恒升2021.03.273.003.0006.34-1.34603938三孚股份2021.03.190.803.000-5.864.72603985恒润股份2021.04.084.003.000-0.46-4.44605169洪通燃气2021.04.086.003.000-9.25-14.45300416苏试试验2021.03.171.503.0001.296.11300671富满电子2021.04.092.003.0006.756.33300482万孚生物2021.03.315.003.000-1.71-5.43300541先进数通2021.04.070.903.0002.54-1.65300765新诺威2021.03.051.003.0000.16-7.64300725药石科技2021.03.261.003.00020.0026.26300639凯普生物2021.04.132.502.5000.380.38300732设研院2021.03.312.502.0005.250.59300722新余国科2021.03.312.202.000-5.78-14.85300787海能实业2021.04.023.502.000-1.92-4.79603916苏博特2021.03.263.602.0000.10-3.71603887城地香江2021.03.311.002.0002.804.48600753东方银星2021.03.31 2.0003.676.20600848上海临港2021.04.143.002.000 600717天津港2021.03.250.862.000-0.210.62002962五方光电2021.03.262.002.000-1.2914.58300009安科生物2021.04.082.002.0006.3811.01601872招商轮船2021.03.261.242.0000.58-2.71603005晶方科技2021.03.272.352.000-1.222.95603018华设集团2021.03.302.502.000-1.04-2.59603039泛微网络2021.03.311.502.0004.809.05002324普利特2021.04.100.502.000-3.43-2.07002401中远海科2021.03.271.002.000-0.32-0.08603317天味食品2021.03.312.502.000-1.95-13.20603259药明康德2021.03.313.632.000-2.21-6.19603377东方时尚2021.04.100.852.0005.784.22603393新天然气2021.03.276.002.0006.53-10.58603806福斯特2021.03.264.502.0000.69-1.21000880潍柴重机2021.03.310.502.0000.96-2.67002001新和成2021.03.317.002.000-0.70-5.58002020京新药业2021.03.303.502.0001.775.04600176中国巨石2021.03.202.241.4300.41-18.77300327中颖电子2021.03.314.801.000-2.5115.08002084海鸥住工2021.04.13 1.000-4.08-4.08002463沪电股份2021.03.252.001.0000.97-2.84002936郑州银行2021.03.31 1.000-1.57-2.61
注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。pH4一流镖客
