总营收超50万亿、净利润4.4万亿！上交所最新发布

Core Viewpoint - The overall performance of companies listed on the Shanghai Stock Exchange (SSE) in 2024 shows stability and resilience, with significant revenue and profit growth supported by a series of incremental policies [1][2]. Group 1: Overall Performance - In 2024, SSE companies achieved a total operating revenue of approximately 51 trillion yuan and a net profit of about 4.4 trillion yuan [1]. - The main board companies reported operating revenue of 49.57 trillion yuan, maintaining stability year-on-year, with a net profit of 4.35 trillion yuan, reflecting a year-on-year growth of 1.9% [2]. - 80% of companies reported profits, with 40% experiencing year-on-year net profit growth, and over 230 companies saw net profit increases exceeding 30% [2]. Group 2: Stability and Growth - Over the past five years, the compound annual growth rate (CAGR) for both revenue and net profit of main board companies has been 5% [3]. - A total of 744 "long-distance running" companies achieved positive growth in both revenue and net profit over the past five years, contributing nearly 70% of total revenue and over 80% of total profit [3]. - The financial, energy, construction, and transportation sectors have played a significant role in supporting overall profitability, contributing over 80% of profits [3]. Group 3: Emerging Industries - The structure of listed companies is evolving, with emerging industries such as electronics, communications, and automotive showing significant profit growth of 11%, 6%, and 4% respectively in 2024 [5]. - Over the past decade, the proportion of companies in emerging industries has risen to 40%, with a compound profit growth rate of 11%, outperforming traditional industries by 5 percentage points [5]. - The market capitalization of leading industries has shifted from traditional sectors to emerging sectors like automotive and biomedicine, with the market value of automotive companies reaching 2 trillion yuan [5]. Group 4: Science and Technology Innovation Board - The Science and Technology Innovation Board (STAR Market) reported a total operating revenue of 1.42 trillion yuan in 2024, with nearly 70% of companies experiencing revenue growth [3]. - Companies listed on the STAR Market that were unprofitable at the time of listing have increased their revenue significantly, with 54 such companies achieving a total revenue of 1.744 billion yuan, a year-on-year growth of 24% [6]. - The STAR Market has become a nurturing ground for technology-leading companies, with 22 companies achieving profitability after listing [6]. Group 5: Dividend Trends - In 2024, the total cash dividend announced by SSE companies reached a record high of 1.77 trillion yuan, with 93% of profit-making companies declaring dividends [7]. - The proportion of companies with a dividend payout ratio exceeding 30% has increased, with 366 companies implementing interim dividends [7]. - The trend of multiple dividends within a year has emerged, reflecting a growing awareness of investor returns among companies [7]. Group 6: Foreign Investment and Market Dynamics - In 2024, 703 companies on the main board saw foreign investment increase, with a total investment amounting to 389.3 billion yuan, marking a 10% increase year-on-year [8]. - The concentration of trading in the STAR Market has increased, with the top 10 companies accounting for 23.5% of the market capitalization [8]. - The market is increasingly favoring leading companies, with over 79 STAR Market companies being heavily invested by social security funds [8].