jiemianxinwenjizhe | daijingjing
shangbannian,meitanshangshigongsiyejijitihuiluo。
8月30日晚, “煤炭一哥”中国神华(601088.SH/01088.HK)公告称,今年上半年实现营业收入1680.78亿元,同比下降0.8%;归母净利润295.04亿元,同比下降11.3%。
jiezhimuqian,agushangshimeiqiyiquanbupilubannianbao。dongfangcaifuchoiceshujuxianshi,25jiaagushangshimeiqizhong,22jiajinglichuxianxiajiang,dayounengyuan(600403.sh)jinglixiajiangfuduzuida,tongbijianshao322%,kuisunlejin4.9yiyuan。
zonghelaikan,25jiameiqizaijinnianshangbanniangonghuodele791yiyuandejinglirun,jiaoquniantongqisuoshui25%。qizhong,shanximeiye(601225.sh)shangbannianjingliwei105.56yiyuan,tongbixiajiang8.83%;zhongmeinengyuan(601898.sh)jingliwei97.88yiyuan,tongbixiajiang17.3%。
国家统计局数据显示,2024年1-6月,全国规模以上煤炭开采和洗选业累计实现利润总额3168.6亿元,同比减少24.8%。
meitanjiagehuiluoshishangbannianmeiqiyejipubianzoudidezhuyin。
zhongguoshenhuayejibaopilu,jinnianshangbannianqinhuangdaogang5500dakadonglimeipingcangjunjiayue880yuan/dun,tongbixiajiangyue13.8%。guoneixiashuidonglimeijiagezhishunceizhongzhangqihetongjiagejunjiayue704yuan/dun,jiaoshangniantongqijunzhixiajiangyue18yuan/dun,jiangfuyuewei2.5%。
zhongguoshenhuashangbannianmeitanpingjunxiaoshoujiagewei566yuan/dun,tongbixiajiang5.8%。tongqigaigongsimeitanxiaoshouliangwei2.297yidun,tongbizengzhang5.4%。
zhongguoshenhuatongshiyongyoufadianheyunshudengyewu,jinnianshangbannianmeitan、fadianheyunshufenbudelirunzonge(hebingdixiaoqian)zhanbifenbiewei66%、13%、21%。
shanximeiyezaishangbannianshixianmeitanxiaoliang1.32wandun,tongbizengfu2.29%,danmeijiashoujia574.96yuan/dun,jiangfuwei11.33%。
zai2024nianshangbannianludejinglizuigaodeshijiashangshimeiqizhong,luanhuanneng(601699.sh)jinglixiajiangzuiduo,fududadao57.96%。luanhuannengzaicaibaozhongtiji,dangqishangpinmeijiajiangdi、xiaoliangjunxiajiang,shangpinmeishourujianshao。
luanhuannengjinnianshangbannianyuanmeichanliang2767wandun,tongbijianshao6.3%;shangpinmeixiaoliang2455wandun,tongbijianshao9.5%。
diantounengyuan(002128.sz)hejinkongmeiye(601001.sh)zaishangbannianshixianlejinglizengzhang。
diantounengyuanzhuyaoyewubaokuoshengchanxiaoshoumeitan、lv、huodianjiguangfufengdianxinnengyuanfadiandeng,benqilirunzongetongbizengjiadezhuyinshilvchanpinshoujiazengjiajiyuancailiaochengbenjiangdi。
qizhong,diantounengyuanmeitanchanpinyingyeshourutongbizeng1.32%,maolilvwei57.92%,jiaoquniantongqizengjia2.29gebaifendian;dianjielvchanpinyingshoutongbizeng11.33%,maolilv24.82%,tongbidazeng8.02gebaifendian;fengdian、guangfudemaolilvyousuoxiajiang,fudufenbiewei6.25he1.38gebaifendian。
jinkongmeiyezaishangbannianshangpinmeixiaoliang1445.18wandun,tongbixiajiang0.22%,yingshouyexiajiang0.99%,jinglizengjiazhuyaoshiyinweicaiwufeiyongheguanlifeiyongdafujiangdi。qizhong,shangbannianyouyuxinzhouyaokuangtingchan,jinkongmeiyeguanlifeiyongwei2.39yiyuan,tongbixiajiang33.65%.
分红率高一向是煤炭板块的特征。尽管业绩普遍下滑,仍有煤企选择进行今年的中期分红,尤其是冀中能源(000937.SZ),拿出了七成净利进行分红。
今年上半年,冀中能源(000937.SZ) 实现营业收入101.11亿元,同比下降31.46%;实现净利润10.02亿元,同比下降70.26%。
该公司公告称, 拟10派2元(含税),预计派现金额合计为7.07亿元,派现额占净利润比例为70.56%。
陕西煤业表示,拟向公司股东每10股派发现金股利1.09元(含税),共计现金分红金额10.56亿元,占当期合并报表(未经审计)实现的归属于母公司股东净利润的10%。
中煤能源2024年中期利润分配方案显示,将按照归母净利97.88亿元的30%,共计29.36亿元向股东派发现金股利,每股派0.221元。
电投能源也表示,将向全体股东每10股派发现金红利0.5元,合计派发现金红利人民币1.12亿元。
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