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The "419 curse" reappears again.PlaygamescryptoThe high dividend sector continued to strengthen.
Yesterday was April 19th.PlaygamescryptoThe "419 curse" that made many investors tremble seems to reappear again. From the market point of view, a total of 3541 A shares fell yesterday, 54 stocks fell by the limit, an increase of 14 shares compared with the previous trading day.
Judging from overseas markets, the Hang Seng Index fell 0% yesterday.Playgamescrypto.99%, the Nikkei 225 index fell 2.Playgamescrypto.66%. The three major indexes of u.s. stocks were mixed, with the Dow up 0.56%, the Nasdaq down 2.05% and the s & p 500 down 0.88%. It is generally believed that the "419 curse" is limited to the A-share market, while the decline in overseas stock markets is mainly due to the conflict between Iran and Israel and other factors.
However, the high dividend sector represented by the CSI dividend index and the high dividend strategy index in the A-share market shows extremely strong resilience, and the high dividend sector does not seem to have a great impact.
The CSI dividend index rose 0.3 per cent yesterday, with the latest closing close close to its all-time high of June 2015; the high dividend strategy index rose 0.14 per cent, and the latest closing level reached a new high in nearly a year and a half.
Historically, from 2010 to 2024 (April 19, 2015 and 2020 are non-trading days), the CSI dividend index rose seven times and fell only five times on April 19, while only slightly fell on April 19 in 2017 and 2023 in the past decade.
Share prices of companies with persistently high dividends soar
From the perspective of individual companies, of the 62 shares that rose against the trend yesterday, Qisheng Technology, Ya Xiang Integration (603929), CNOOC Development (600968) and Zong Shen Power (001696) belong to companies with relatively high dividend yields. Among them, Zongshen Power, which involves low-altitude economy + small thermal power machinery + hydrogen energy + energy storage, is the only one of the 62 stocks that have had a dividend yield of more than 3% for three consecutive years (2021-2023, based on the closing price at the end of the period). The company's share price rose more than 40% this year, and the latest closing price reached its highest level since 2016.
Zong Shen Power is not alone. High dividend sectors continue to be sought after, and companies that continue to have high dividends have "won hemp" in the recent slump. According to Securities Times data Bao, there are a total of 141 companies with dividend yields of more than 3% from 2021 to 2023. As of April 19, the Prev index was up 3.04% for the year and 0.79% since April. The share prices of the 141 companies rose an average of nearly 14% for the year and 5.3% since April. Since the introduction of the new "nine national rules" on Friday, the share prices of the 141 companies have risen an average of 3.1 per cent this week, while the Prev has risen 1.52 per cent over the same period.
Specifically, the share prices of 24 companies have risen more than 30% this year, with Yutong bus (600066) leading the way, with a dividend yield of 13.32% in 2022 and still more than 11% in 2023. Shares of USI (601138), Huaming equipment (002270) and PetroChina (601857) all rose more than 50%. The average dividend rates of the three companies in the past three years were 4.67%, 5.37% and 6.45%, respectively.
In addition, six companies, including Citic Bank (601998), Tiandi Technology (600582) and Nangang (600282), all rose more than 40 per cent this year. Behind the outstanding performance of these companies' share prices, in addition to the pursuit of high dividend assets, they also benefit from the market advantages such as new quality productivity and the reform of central enterprises.
Seven blue chip stocks with high dividend were mistakenly killed.
Among the 141 companies mentioned above, although the number of stocks that outperform Prev by a large margin is relatively high, there is no lack of a number of companies that have fallen sharply.
According to Databao statistics, of the 37 companies that lost more than 5% this year, 15 companies lost more than 5%, and the share prices of Red Dragonfly (603116), Xuedilong (002658) and Huilong shares (002556) fell more than 10%. Among them, the shares of Red Dragonfly, Fuchun Environmental Protection (002479), Huilong and Xuedilong fell more than 5% this week, and Red Dragonfly fell as much as 17.61%.
In terms of performance, the above 15 companies with a decline of more than 5 per cent were all profitable in 2023, and seven companies showed year-on-year increase in net profit. Including Red Dragonfly, Kuaiyi Elevator (002774), Qin'an shares (603758), focus Technology (002315), Luyan Pharmaceutical (002788), Yuanzu shares (603886), Pudong Construction (600284).
Red dragonfly led the increase in net profit, rising 232.18% in 2023 compared with the same period last year, and its average dividend yield in the past three years was 4.73%. The average dividend yield of Kaiyi Elevator in the past three years was as high as 5.69%, the share price fell by nearly 15%, and the net profit in 2023 increased by 91.45% compared with the same period last year. In addition, the net profits of Qin'an shares and focus Technology both increased by more than 25% in 2023.
It is worth mentioning that among the above 15 companies, 5 companies have issued repurchase plans since 2024. The maximum repurchase amount of Red Dragonfly, Jiaxin Silk (002404) and Xuedilong has reached 100 million yuan. Qin'an shares, Allianz sharp vision repurchase amount reached 80 million yuan, Allianz Ruisi net profit in the first quarter of this year increased by 418.44% compared with the same period last year, the company is mainly engaged in the research and development of software and hardware of security video surveillance products. In addition, according to the first announcement date, Zhongchuang Logistics (603967) shareholders intend to increase their holdings by 62 million yuan.