The second quarter performance refreshing single quarterly new high -wide exchange energy high -scoring commitment to attract attention

Guanghui Energy (600256) is expected to increase by 259.85%to 266.95%year -on -year in the first half of the year, of which the performance in the second quarter refreshed the company's single -quarter performance high. The agency believes that the company's layout resources have ushered in the harvest period for many years. In addition, the company promises to make the guarantee dividend more highly highlight the characteristics of high dividends, low valuations, and high growth.

In the second quarter of performance, the new highs were renewed in order

On June 25, Guanghui Energy disclosed the announcement of the 2022 interim reporting performance. It is expected that the company will achieve net profit in the first half of the year from 5063 billion yuan to 5.163 billion yuan. Compared with the same period of the previous year, it will increase by 3.656 billion yuan to 3.756 billion yuan in the same period last year. , Year -on -year increased by 259.85%to 266.95%. Among them, the company achieved 2.85 billion yuan to 2.95 billion yuan in the second quarter, a year -on -year increase of 2.246 billion yuan to 2.346 billion yuan, a year -on -year increase of 371.70%to 388.25%. %.

"The net profit of Guanghui Energy in the second quarter is expected to continue the new quarterly performance high." Zhang Xucheng, an analyst of open source securities. The rise in prices has driven a significant increase in performance, and it is optimistic about the company's annual performance. "

On April 25 this year, the company issued an announcement promised that from 2022 to 2024, the profits that have cumulatively allocated to ordinary shareholders by cash from 2024 to ordinary shareholders can be achieved by 90%of the annual distribution of ordinary shareholders. Dividends 0.70 yuan/share (tax included). In 2021, the company distributed a cash dividend of 4 yuan to all shareholders, and a total of 2.626 billion yuan in cash dividends were allocated, setting a record for the company's highest dividends since listing.

Dividend data shows that the company's cumulative cash dividend amount from 2019 to 2021 was 3.327 billion yuan, accounting for 125.76%of the average three -year net profit in the past three years.

High scores commitment to attract institutional attention

In response to the promise of high scores, Guanghui Energy said that according to the actual production and operation conditions and capital expenditure plans, the proportion of cash dividends in the next three years (2022-2024) will not affect daily operations. It also takes into account the long -term and sustainable development of the enterprise, which is conducive to protecting the common interests of listed companies and all shareholders.

"The company's entire industrial chain layout professional energy company promises high -scoring red high -dividend characteristics." Meng Xiangwen, an analyst at Shen Wanhongyuan, believes that "the company's commitment to dividends from 2022 to 2024 %. Based on the relative valuation model according to the rhythm of production capacity and the change of product prices, we raised the company from 2022 to 2024 from 1.69 yuan, 2.32 yuan, 3.11 yuan to 1.83 yuan, 2.35 yuan, 3.07 yuan, PE in 2022 PE The target valuation, corresponding to the target market value of about 100 billion yuan, is still 50%of the increase in the current price. "The announcement shows that the third phase of the company's equity incentives is from 2022 to 2024. Yuanhe 20 billion yuan.

It should be mentioned that on June 15, 2022, Guanghui Energy announced that the company intends to acquire a 20%equity of the listed company's alloy investment by 750 million yuan in cash.

"The company intends to use the newly acquired listed platform to conduct investment and financing of new projects and broaden the financing channels. It is expected that this will effectively ensure the high -scoring commitment commitment of the Guanghui Energy Listing Platform in the next three years." Zhang Xucheng analyzed. Reporter Zhang Yan

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