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The annual report of A-share listed companies ended in 2023, what are the new characteristics of the development of A-share companies? Which trends of economic development are reflected? 21 data News Lab interprets big data for you.
As of noon on April 30th, 5351 A-share listed companies have disclosed their 2023 annual reports, with a total operating income of 72%.Aob633slot.47 trillion yuan, an increase of 1% over the previous yearAob633slot.48%; the total net profit returned to the mother was 5.28 trillion yuan, down 2.59% from the same period last year. Gem leads the A-share market with a revenue growth rate of 6.14%.
The total revenue of 5351 companies exceeds 72 trillion yuan.
Nearly 80% of the companies are profitable.
The overall growth rate of A-shares remained stable in 2023, with revenue up 1.48% year-on-year and net profit down 2.59%. Sub-plate point of view, gem, Science and Technology Innovation Board revenue growth rate is higher than the same period last year. In terms of profit, all sectors have declined in varying degrees, with Science and Technology Innovation Board's net profit falling the most.
Although the growth rate of net profit of A-share listed companies has declined, the "cash flow", the lifeline of the enterprise, continues to improve. The average net cash flow generated by the operating activities of A-share listed companies in 2023 is 2.84 billion yuan, which is significantly higher than that in 2019.
Of the 5351 listed companies, nearly 80% have made profits, 2731 companies have achieved positive growth in net profit, and nearly 40% have achieved double growth in revenue and net profit. The net profits of 17 companies returned to their mothers exceeded 50 billion yuan, and ICBC continued to remain the "profit king".
The performance in the field of large consumption has recovered obviously.
The net profit growth rate of the three major industries is more than 100%.
From a sub-industry point of view, the industry plate "blossoms more", and the recovery in the consumer sector is obvious. Of the 31 emergency level industries, 15 have achieved positive growth in net profits, with the year-on-year growth rates of commerce and retail, social services and media industries all exceeding 100%, and the commercial vehicle and game industries in the subdivided industries growing by more than 1500%. In the context of the weak outlook for the global economy and energy demand, the overall performance of the resource products industry, such as non-ferrous metals, coal, oil and petrochemical, was poor last year, while the profitability of gold in non-ferrous metals improved because of its "risk aversion" attribute.
Microcosmic decoding "new quality" blueprint
The R & D cost of A-share has exceeded trillion for three consecutive years.
New quality productivity drives the development of the industry. The R & D cost of A shares has exceeded trillion yuan for three consecutive years, reaching 1.56 trillion yuan in 2023, an increase of 9.67% over the previous year. Among them, the number of listed companies in strategic emerging industries exceeds 1800, and the proportion of R & D investment in biological industry in subdivided areas is as high as 14.8%.
The cash dividend of A-shares has exceeded 2 trillion yuan.
30 companies pay more than 10 billion yuan in dividends.
The scale of cash dividends in A shares has increased steadily in the past 10 years, and the cumulative dividend amount in the past two years has exceeded 2 trillion yuan.
In 2023, more than 3800 listed companies disclosed cash dividend plans, including 30 companies with cash dividends exceeding 10 billion yuan, ICBC and China Construction Bank with dividends exceeding 100 billion yuan, and more than 100 companies with losses and dividends.
Since 2024, especially after the release of the new "National Nine articles", the consciousness of listed companies to give back to shareholders has become stronger and stronger. In addition to dividends, listed companies also give back to investors through write-off buybacks, equity incentives and other means.
The overall performance of A-share companies remained stable in 2023, reflectingAob633slotThe resilience, vitality and potential of China's economic development. In 2024, China's economy continues to stabilize and rebound, which is also reflected in the performance of listed companies.
As of April 30, a total of 5348 companies reported quarterly results for 2024, of which 4054 were profitable and nearly 800 had a year-on-year increase in net profit of more than 100 per cent.
According to the disclosure of the 2023 annual report, more and more listed companies are combining their own advantages and developing new quality productive forces according to local conditions to inject new vitality and momentum into the company's high-quality development, and promote the high-quality economic development of our country.
Planner: Ding Qingyun
Content co-ordination: Tan Ting
21 data Journalism Laboratory researcher: bi Fengzhi, Cao Yu
Editor: Ye Ying Orange