截至23日晚发稿时，沪深两市已有1354家上市公司披露半年报。本周将迎来半年报披露的收官阶段。按照沪深交易所安排，本周将有1400多家上市公司披露半年报。已披露的半年报显示，802家上市公司上半年净利润实现增长，占比接近60%；120多家公司发布高送转预案，创历史新高。

据Wind数据统计，已披露的半年报显示，上半年净利润增速在50%以上的公司有296家，净利润翻倍的公司有191家。其中，业绩同比增速最高的是东方航空(0.00,0.000,0.00%)，虽然公司上半年营业收入仅小幅增长，但受益于油价大幅走低和民航市场转暖，净利润同比大增236.67倍。中钢国际(0.00,0.000,0.00%)因重大资产重组完成，上半年净利润同比增长193.78倍。深圳惠程(0.00,0.000,0.00%)、湖北金环(0.00,0.000,0.00%)、兰石重装(0.00,0.000,0.00%)、汉麻产业(0.00,0.000,0.00%)、天海投资(0.00,0.000,0.00%)、恒顺众昇(0.00,0.000,0.00%)、红宇新材(0.00,0.000,0.00%)、光大证券(0.00,0.000,0.00%)、兰花科创(0.00,0.000,0.00%)、当代东方(0.00,0.000,0.00%)、祥龙电业(0.00,0.000,0.00%)、兰州黄河(0.00,0.000,0.00%)等公司上半年净利增速同比均超过10倍。

这些业绩倍增的公司多数属于化工、电子、信息技术、券商、医药、机械等行业。值得注意的是，相当一部分上市公司业绩大增是因为资产重组或处置资产。整体来看，TMT新兴行业的上市公司保持较强业绩增长能力。周期性行业上市公司呈现“两极分化”状况，部分公司因所处行业周期反转而业绩大幅回升，部分公司业绩增长来自重大资产重组和处置资产。

券商和券商“影子股”上半年业绩喜人。受益于上半年的牛市行情，国泰君安(0.00,0.000,0.00%)、光大证券、山西证券(0.00,0.000,0.00%)、招商证券(0.00,0.000,0.00%)、西部证券(0.00,0.000,0.00%)、东吴证券(0.00,0.000,0.00%)、长江证券(0.00,0.000,0.00%)、东兴证券(0.00,0.000,0.00%)等券商净利同比增幅均超过1倍。

大量上市公司推出高送转预案是今年“中报季”的突出特点。目前已有120多家公司发布高送转预案。其中，昆仑万维(0.00,0.000,0.00%)拟10转30，浙江永强(0.00,0.000,0.00%)拟10转25，红宇新材、汉缆股份(0.00,0.000,0.00%)等公司拟10转20。