Core Insights - The overall performance of listed companies in 2024 shows resilience, with 74% of companies reporting profits and 48% experiencing profit growth, despite a slight decline in total revenue and net profit [2][3] Group 1: Financial Performance - In 2024, listed companies in Shanghai and Shenzhen achieved total operating revenue of 71.8 trillion yuan, a slight decrease of 0.7% year-on-year, while net profit was 5.2 trillion yuan, down 2.3% [2] - The financial sector saw a net profit of 2.7 trillion yuan, growing by 10.3% year-on-year, indicating a recovery in the industry [2][3] - The net profit margin for the main board increased by 2.7%, with significant growth in sectors such as agriculture, electronics, transportation, and automotive [2] Group 2: Sector-Specific Highlights - The financial industry showed accelerated performance, with brokerages and insurance companies reporting net profit growth of 16.0% and 110.0%, respectively [3] - Consumer spending policies led to steady growth in household appliance and automotive sectors, with net profits increasing by 7.1% and 11.1% respectively [3] - The transportation sector experienced a net profit increase of 11.5%, with significant growth in airport and airline profits [5] Group 3: Export and International Business - China's goods trade exports reached a new high in 2024, growing by 7.3%, with overseas business income for listed companies accounting for 14.3% of total revenue [6] - High-tech manufacturing sectors, including communications and electronics, saw overseas business income growth between 10% and 30% [6][7] Group 4: AI and Innovation - The AI technology revolution is driving growth in the semiconductor and consumer electronics sectors, with R&D expenses increasing by 17.2% and 8.0% respectively [8] - Companies focusing on AI, such as Haiguang Information and Inspur Information, reported net profit growth of 52.9% and 28.5% [8] Group 5: Shareholder Returns - In 2024, 3,472 listed companies announced cash dividends totaling 1.66 trillion yuan, marking a 7.2% increase year-on-year [10][11] - The total dividend amount for the fiscal year reached 2.39 trillion yuan, with the dividend yield for the Shanghai and Shenzhen 300 index at 3.59%, both historical highs [10] Group 6: Market Reforms and Quality Improvement - A total of 55 companies were smoothly delisted in 2024, with ongoing reforms leading to improved quality and efficiency among listed companies [12] - The introduction of new delisting regulations has prompted many companies to enhance their operational quality [12]
上市公司亮“成绩单”：向“新”力十足 政策驱动下业绩显韧性
Zheng Quan Shi Bao Wang·2025-04-30 14:50