22家公司推出高送转方案

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。

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。

证券时报·数据宝统计显示，截至4月19日，1474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175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；美瑞新材、宝丽迪等紧随其后，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22家公司的分配方案包含高送转。

业绩方面，公布送转方案的公司中，有175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%。

市场表现上，送转方案公布首日，股价上涨的有98只，股价涨停的有宝丽迪、爱美客等，股价下跌的有71只。送转方案公布以来股价上涨的有102只，涨幅较大的有美瑞新材、奥海科技等，分别上涨46.35%、36.50%；股价下跌的有67只，跌幅最大的是中岩大地，累计下跌26.36%。

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175家公司中，在进行送转的同时有169家同时搭配现金分红，占送转公司比例的96.57%。目前推出纯派现的公司也有1299家。（数据宝）

年度送转方案一览

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2021.03.3011.2010.0001.44-16.88300848美瑞新材2021.03.162.0010.00020.0046.35300905宝丽迪2021.04.0810.0010.00020.017.43300832新产业2021.03.3110.009.0003.879.55300860锋尚文化2021.02.2310.009.000-9.42-20.69300692中环环保2021.03.050.809.000-3.6911.20300563神宇股份2021.03.161.509.0007.7411.42300483首华燃气2021.03.178.000-2.94-11.95300655晶瑞股份2021.03.232.008.00017.2410.69300715凯伦股份2021.03.316.008.0002.2211.93300723一品红2021.03.302.508.000-7.65-9.49300738奥飞数据2021.03.020.758.0001.69-13.75300751迈为股份2021.04.1015.008.000-0.49-2.79300782卓胜微2021.03.3110.008.0000.9117.79300852四会富仕2021.03.314.008.000-4.01-3.08300887谱尼测试2021.03.195.008.000-4.36-1.35300896爱美客2021.02.0935.008.00020.001.02002709天赐材料2021.03.252.007.00010.0124.84300850新强联2021.03.314.107.000-13.50-20.84300638广和通2021.04.173.007.000002985北摩高科2021.03.183.007.0000.48-0.81002810山东赫达2021.03.177.000-0.6816.41002886沃特股份2021.01.121.007.00010.015.19002911佛燃能源2021.03.236.007.0009.9815.39002922伊戈尔2021.03.312.007.0004.3911.59002925盈趣科技2021.03.2010.007.00010.0016.23002846英联股份2021.02.091.506.00010.0410.58003021兆威机电2021.03.3010.006.000-2.37-9.13002030达安基因2021.03.315.506.0003.935.53300593新雷能2021.04.100.656.000-3.86-8.66300636同和药业2021.04.020.856.000-2.15-2.19300806斯迪克2021.04.172.006.000300748金力永磁2021.03.192.006.0004.93-2.99300697电工合金2021.03.104.006.0004.1115.76300674宇信科技2021.03.312.706.0000.813.36600061国投资本2021.04.021.965.2003.595.05300916朗特智能2021.04.163.005.0001.181.18300893松原股份2021.04.165.005.0005.485.48300822贝仕达克2021.03.095.005.000-9.81-2.25300871回盛生物2021.03.294.105.0001.225.86300884狄耐克2021.04.152.005.0000.534.35300690双一科技2021.03.1610.005.000-7.49-12.28300623捷捷微电2021.03.201.605.0001.184.87300658延江股份2021.03.316.505.0003.829.05300575中旗股份2021.03.314.005.0002.719.74300582英飞特2021.03.311.195.0000.695.12003027同兴环保2021.03.265.005.00010.00-0.96300453三鑫医疗2021.03.272.005.0003.366.79002968新大正2021.03.305.505.000-0.062.45002746仙坛股份2021.03.303.005.0003.361.12002493荣盛石化2021.04.151.505.0000.262.08002320海峡股份2021.03.271.405.0005.078.52002867周大生2021.03.306.005.0001.16-7.96002801微光股份2021.03.233.005.0001.819.07002891中宠股份2021.03.310.705.000-0.854.45605009豪悦护理2021.03.2610.004.900-2.804.07002184海得控制2021.04.101.004.700-9.99-13.88000049德赛电池2021.03.2310.004.5000.48-8.77002979雷赛智能2021.04.075.004.500-5.18-9.30603466风语筑2021.04.165.004.5001.671.67603613国联股份2021.03.301.324.500-3.72-1.28603659璞泰来2021.03.164.104.0004.1830.03603500祥和实业2021.03.162.004.00010.024.15603516淳中科技2021.03.054.004.000-0.225.11603359东珠生态2021.04.162.004.000-0.95-0.95603392万泰生物2021.03.262.504.000-1.6816.00603010万盛股份2021.03.234.004.000-1.22-12.20603043广州酒家2021.04.154.004.000-0.473.30603060国检集团2021.03.301.614.0001.173.35603076乐惠国际2021.04.161.504.0003.953.95603127昭衍新药2021.03.303.504.000-2.15-1.35603180金牌厨柜2021.04.089.004.0003.42-1.98603183建研院2021.04.090.884.0001.484.20605077华康股份2021.03.3110.004.000-2.620.82605111新洁能2021.03.314.154.000-3.7515.86002603以岭药业2021.04.0910.004.0001.053.95002648卫星石化2021.04.131.704.0000.282.74002799环球印务2021.04.150.804.000-1.88-3.52002800天顺股份2021.04.170.794.000603578三星新材2021.03.262.804.0001.964.27603801志邦家居2021.03.238.004.0003.98-6.86603810丰山集团2021.03.315.004.000-0.71-4.79603866桃李面包2021.03.2410.004.0001.796.25603881数据港2021.03.200.604.000-2.08-9.36603906龙蟠科技2021.03.271.774.0000.891.55603909合诚股份2021.04.100.664.0001.270.36603927中科软2021.04.165.504.0002.132.13603986兆易创新2021.04.175.604.000605008长鸿高科2021.04.102.504.0004.442.19002987京北方2021.04.152.004.000-4.00-1.34300595欧普康视2021.03.302.054.0002.758.38002890弘宇股份2021.04.161.404.0005.395.39002226江南化工2021.03.230.554.000-5.70-7.42605369拱东医疗2021.03.0818.004.000-1.3714.48605377华旺科技2021.04.166.004.0003.363.36002876三利谱2021.03.182.004.000-3.416.69002909集泰股份2021.04.091.504.0003.331.37600452涪陵电力2021.04.092.204.0001.72-0.16600605汇通能源2021.02.271.024.0002.944.16600760中航沈飞2021.03.302.404.00010.00-0.16000987越秀金控2021.03.202.503.5002.63-7.97000048京基智农2021.03.2615.003.0000.14-2.98002993奥海科技2021.03.163.003.0001.8636.50003001中岩大地2021.04.083.603.0008.94-26.36003007直真科技2021.04.154.003.000-3.68-4.35002983芯瑞达2021.03.313.003.000-0.5917.27003022联泓新科2021.03.242.003.00010.0021.90300608思特奇2021.04.150.803.0004.4810.34300416苏试试验2021.03.171.503.0001.297.23300671富满电子2021.04.092.003.0006.7510.89300482万孚生物2021.03.315.003.000-1.713.05300541先进数通2021.04.070.903.0002.543.17300725药石科技2021.03.261.003.00020.0028.17300765新诺威2021.03.051.003.0000.16-5.59300886华业香料2021.03.292.003.000-5.411.02600120浙江东方2021.04.170.403.000603938三孚股份2021.03.190.803.000-5.864.36603985恒润股份2021.04.084.003.000-0.46-3.32603458勘设股份2021.04.026.403.000-2.13-0.65603920世运电路2021.04.156.003.000-2.280.99603880南卫股份2021.04.151.503.0001.633.74603588高能环境2021.04.090.703.000-0.20-1.87002706良信股份2021.03.263.003.0001.0915.05605169洪通燃气2021.04.086.003.000-9.25-15.19605266健之佳2021.04.1523.003.0000.032.29605108同庆楼2021.04.161.003.0003.853.85603078江化微2021.03.301.203.000-0.68-0.43600277亿利洁能2021.04.170.573.000601919中远海控2021.03.313.00010.0122.21603336宏辉果蔬2021.03.270.653.000-0.312.62603288海天味业2021.03.3110.303.0001.415.98603565中谷物流2021.04.139.003.000-3.58-3.26603505金石资源2021.03.193.003.000-10.00-13.52603773沃格光电2021.03.150.523.000-1.863.01600845宝信软件2021.04.139.003.0000.668.09600731湖南海利2021.03.230.403.000-4.98-7.11600459贵研铂业2021.04.152.303.0002.392.44600426华鲁恒升2021.03.273.003.0006.342.86002947恒铭达2021.03.313.003.0000.29-1.76002896中大力德2021.03.254.003.000-9.99-0.51002921联诚精密2021.03.204.003.000-3.05-2.08300639凯普生物2021.04.132.502.5000.384.14300009安科生物2021.04.082.002.0006.3811.51002001新和成2021.03.317.002.000-0.70-5.40002020京新药业2021.03.303.502.0001.776.37000880潍柴重机2021.03.310.502.0000.96-1.49300895铜牛信息2021.04.150.802.000-7.16-5.78300787海能实业2021.04.023.502.000-1.92-2.40300732设研院2021.03.312.502.0005.253.99300722新余国科2021.03.312.202.000-5.78-11.78603776永安行2021.04.156.502.000-5.20-0.43603317天味食品2021.03.312.502.000-1.95-13.51603393新天然气2021.03.276.002.0006.53-6.93603377东方时尚2021.04.100.852.0005.78-0.91603005晶方科技2021.03.272.352.000-1.223.38601872招商轮船2021.03.261.242.0000.58-4.26603018华设集团2021.03.302.502.000-1.04-1.90603027千禾味业2021.04.160.932.000-2.44-2.44603039泛微网络2021.03.311.502.0004.808.58603259药明康德2021.03.313.632.000-2.21-6.08002324普利特2021.04.100.502.000-3.430.06002401中远海科2021.03.271.002.000-0.320.81603806福斯特2021.03.264.502.0000.690.54603887城地香江2021.03.311.002.0002.805.95603916苏博特2021.03.263.602.0000.101.22002962五方光电2021.03.262.002.000-1.2913.56600717天津港2021.03.250.862.000-0.211.85600753东方银星2021.03.312.0003.6712.85600848上海临港2021.04.143.002.0000.498.00600176中国巨石2021.03.202.241.4300.41-16.82002084海鸥住工2021.04.131.000-4.088.16300327中颖电子2021.03.314.801.000-2.5115.95002463沪电股份2021.03.252.001.0000.97-2.48002936郑州银行2021.03.311.000-1.57-1.57002216三全食品2021.04.156.001.000-1.79-2.46

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。