第一财经
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深市近120家公司节前分红
第一财经· 2026-02-13 03:36
Core Viewpoint - The article highlights the increasing trend of cash dividends among listed companies in the Shenzhen market, with a significant rise in the number of companies distributing dividends and the total amount of cash dividends paid out, reflecting a positive outlook on corporate performance and a commitment to returning value to shareholders [3][4]. Summary by Sections Dividend Distribution Trends - Since December 2025, nearly 120 companies in the Shenzhen market have implemented profit distributions, totaling over 37.5 billion yuan in cash dividends [3]. - In 2025, the total cash dividends distributed by Shenzhen companies reached 547.56 billion yuan, marking the second consecutive year exceeding 500 billion yuan [3]. - During the "14th Five-Year Plan" period, the total cash dividends from Shenzhen companies surpassed 2 trillion yuan, indicating a growing ecosystem of companies willing to distribute dividends regularly [3]. Corporate Performance - As of January 31, 2026, 1,714 out of 2,866 Shenzhen companies pre-disclosed their 2025 operating performance, accounting for 59.39% of the total number of companies and 48.48% of market capitalization [3]. - Nearly 60% of these companies reported improved performance, with a combined net profit of 82.01 billion yuan, an increase of 155.67 billion yuan year-on-year [3]. - Among the top 100 companies by market capitalization in Shenzhen, 40 companies pre-disclosed their 2025 performance, all of which are expected to be profitable, with anticipated growth exceeding 60% [3]. Notable Companies and Their Dividends - Lixun Precision (002475.SZ) announced a cash dividend of 1.6 yuan per 10 shares, totaling approximately 1.165 billion yuan, with a projected net profit for 2025 between 16.518 billion yuan and 17.186 billion yuan, reflecting a year-on-year growth of 23.59% to 28.59% [5]. - Tianshan Aluminum (002532.SZ) implemented a cash dividend of 1 yuan per 10 shares, totaling about 459 million yuan, with a commitment to a minimum cash dividend of 50% of the net profit attributable to shareholders for 2025, up from 41% in 2024 [5]. - Yilian Network (300628.SZ) distributed a cash dividend of 5 yuan per 10 shares, amounting to 633 million yuan, maintaining a high dividend payout ratio of over 50% of its net profit [6]. - GoerTek (002241.SZ) distributed a cash dividend of 1.5 yuan per 10 shares, totaling approximately 521 million yuan, and has established a long-term stable dividend policy through a rolling planning mechanism [7].
像造汽车一样造房子,危旧住宅46天原地变新房
第一财经· 2026-02-13 03:36
Core Viewpoint - The article discusses the innovative approach to urban renewal in Beijing, specifically focusing on the successful renovation of a nearly 50-year-old residential building using smart construction technology, which allows for rapid and high-quality rebuilding, addressing long-standing issues faced by residents [3][5][10]. Group 1: Project Overview - The renovation project of Building 28 in Xicheng District, Beijing, was initiated in September 2025 and completed in less than six months, showcasing a significant reduction in construction time compared to traditional methods [5][6]. - The project utilized a "one household, one policy" approach to cater to the diverse needs of the 54 resident households, offering six different housing layouts tailored to individual requirements [5][6]. - The building, originally constructed in 1978, faced numerous structural issues, prompting strong resident demand for renovation [5][6]. Group 2: Smart Construction Technology - The project employed the "Intelligent Construction-MiC Technology," which integrates high levels of industrialization and smart manufacturing, allowing for 90% of construction processes to be completed in a factory setting [8][9]. - This technology enabled a construction speed that was 75% faster than traditional methods, while also reducing construction waste by 75%, material loss by 25%, and carbon emissions by 30% [9][10]. - Each module of the building was assigned a unique digital identity, facilitating maintenance and management throughout the building's lifecycle [9]. Group 3: Policy and Financial Innovations - The project introduced a collaborative funding model where residents, the government, and property units share costs, making the renovation financially feasible for residents [6][10]. - The approval process for the project was streamlined, achieving a 90% reduction in the time required for necessary permits and documentation [6][10]. - The initiative aligns with national policies promoting urban renewal and the transformation of old housing, with various provinces adopting similar strategies [12][13]. Group 4: Future Implications - The article highlights a shift in urban development in China from expansion to enhancing existing housing quality, with "original demolition and reconstruction" expected to become a mainstream model for housing renovation by 2030 [12][13]. - The successful implementation of this project serves as a replicable model for urban renewal in densely populated areas across China, potentially influencing future housing policies and construction practices [10][13].
一号难求!多地214结婚登记约满
第一财经· 2026-02-13 03:19
2026.02. 13 本文字数:1911,阅读时长大约4分钟 作者 | 第一财经 林靖 结婚登记场景越来越多样化。在婚姻登记全国通办后,旅游即可就地结婚。不少城市、景区打造 了"领证新地标",发展结婚登记旅游,开辟"婚登+文旅"的赛道。其中,在湖北,各地打造了一批地 方特色明显、文化底蕴深厚、群众办事便捷的婚姻登记机关。武汉市青山区民政局在青山江滩建设了 湖北省首个长江边结婚登记点,汉阳区民政局在俞伯牙和钟子期"高山流水遇知音"的古琴台月湖公园 建设了湖畔结婚登记点;宜都市民政局在山峡千古情——鲟龙水街建设了首个国风结婚登记点。 第一财经记者2月7日查询广东民政婚姻登记网上预约系统发现,2月14日当天,珠海和汕头的结婚登 记也已经全部约满。 据成都发布2月5日消息,四川省婚姻登记网上预约系统显示,成都多个区域的结婚登记服务点在2月 14日的预约名额已满。包括四川天府新区、成都高新区、锦江区、青羊区、金牛区、武侯区、成华 区。 在江苏,根据当地媒体报道,多地2月14日的线上预约名额已经被约满。其中,常州各大婚姻登记处 2月14日线上预约名额已被约满;宿迁多个结婚登记点在2月14日的结婚登记预约同样火爆:沭阳 ...
2026年《融资租赁产融讲坛》接续启航
第一财经· 2026-02-13 03:00
| 时间 | 主题 | | 地点 | | | --- | --- | --- | --- | --- | | 2月 | 国际局势动荡下航运企业应对策略 | | 上海 | | | 3月 | 融资租赁赋能上市公司产融沙龙 | | 上海 | | | 4月 | 租赁+储能行业闭门会 | | 北京 | | | 5月 | 汽车租赁业务管理与风险 | | 上海/北京 | | | 6月 | 具身智能租赁联动研讨 | | 上海 | | | | 【详细时间及内容,以实际预告为准】 | | 3 . . | . | | | 12 | | . 120 | | | | 1 Status and States 2 | 2017 | | | | | | | The Real Property | | 注:活动动态以官方预告为准,报名请留意后续通知 详情及合作咨询 CONTACT INFORMATION 2025年由第一财经、上海市融资租赁行业协会和上海交易集团联合打造的"融资租赁产融讲坛"系列 公益活动,获得业内关注和租赁机构积极参与,全年围绕跨境租赁、资产证券化、生物医药、文旅 产融租赁、低空与航空租赁、科创租赁认股权等主题,尝试助力融资 ...
专家称六成孕妇在县城生孩子
第一财经· 2026-02-13 03:00
2026.02. 13 在城市地区,"大三甲"医院集中了更多胎儿宫内治疗、危重孕产妇等救治需求,却也面临医保控费压 力。曾有地方妇幼医学中心负责人公开发声称,针对孕期合并症患者治疗中使用的保胎药,"一年可 能会让医院亏损数十万元"。 更为难过的是民营妇产医院的日子。关停、破产、拖欠员工工资和药械企业款项、无力缴纳房租…… 近半年以来,在广东、安徽、贵州等全国多地,此类案例并不罕见。 从县公立综合医院妇产科、民营妇产专科医院到县妇幼保健院,各自面临的生存困境相似却又不同。 今年,"努力稳定新出生人口规模"被写入全国卫生健康工作会议。为激发"生"的意愿,生育医疗费用 也逐步实现从"十月怀胎"到"一朝分娩"的全周期保障。目前,这些需求端生育支持政策尚待显效,而 供给侧的市场"优胜劣汰"压力已迫使各类医院将视线再次投向产科出路。 在多名受访业界人士看来,妇产医疗本就是一个相对同质化的赛道。面对分娩量下滑,各地妇产医院 和妇产科将在相当长的时间里延续"倒闭一批、转型一批、合并一批"的趋势。但在社会分娩总量减少 的同时,孕期全周期服务以及高龄妊娠、辅助生育等也为产科转型带来新的需求。未来,产科市场的 行业集中度会进一步提 ...
醉酒后自己睡觉,让辅助驾驶“自动”开车,司机构成危险驾驶罪
第一财经· 2026-02-13 02:26
今天(13日),最高人民法院发布第48批指导性案例。这是最高人民法院首次发布道路交通安全刑事 专题指导性案例。其中案例《王某群危险驾驶案》引人关注。该案例明确, 车载辅助驾驶系统不能代 替驾驶人成为驾驶主体,驾驶人激活车载辅助驾驶功能后,仍是实际执行驾驶任务的人,负有确保行车 安全的责任。即使驾驶人不在驾驶位也一样 。 基本案情 2025年9月13日0时30分许,被告人王某群饮酒后驾驶汽车,从浙江省杭州市临平区塘栖镇某饭店附 近回到其居住小区。同日1时15分许,王某群又驾驶该车离开小区,随后激活该车辅助驾驶功能,设置 目的地,利用其私自安装的、可以逃避辅助驾驶系统监测的"智驾神器"配件,使车辆在实际无人监管 状态下继续行驶,其则坐到副驾驶座位睡觉。1时37分许,该车行驶至目的地附近的杭州市临平区某路 段处停止。因车辆挡道,过路群众发现车内仅有在副驾驶位睡觉的王某群,遂报警。民警到场后,对王 某群进行呼气酒精含量检测,发现王某群涉嫌醉驾,将其送至医院提取血样。经鉴定,王某群血液酒精 含量为114.5毫克/100毫升,属醉酒。 经查,被告人王某群所驾汽车安装有2级驾驶自动化系统,亦即辅助驾驶系统,具有辅助驾驶功能 ...
中央戏剧学院表演系主任王鑫被查
第一财经· 2026-02-13 02:16
据中央纪委国家监委驻教育部纪检监察组、河南省纪委监委消息:中央戏剧学院表演系主任王鑫涉嫌严 重违纪违法,主动投案,目前正接受中央纪委国家监委驻教育部纪检监察组纪律审查和河南省许昌市监 委监察调查。 来源|河南省纪委监委官方公众号 编辑 | 钉钉 ...
超3300只个股上涨
第一财经· 2026-02-13 01:59
2026.02. 13 作者 | 一财阿驴 09:44 全市场超3300只个股上涨 09:36 港股智谱盘初快速拉升涨超13%再创上市来新高,此前Coding Plan连续包月、连续包季、连 续包年套餐全部售罄。 09:34 双良节能盘初触及跌停,消息面上,双良节能发布关于海外订单的说明,间接参与相关商业 航天项目,未直接与SpaceX合作。此外,上交所决定对双良节能系统股份有限公司及时任董事会秘 书杨力康予以监管警示。 | | 分时 多日 1分 5分 15分 30分 60分 日 周 月 更多 | | | | | | F9 盘前盘后 叠加 九转 画线 工具 @ 2 >> | | | | | | | 双良节能 ① 立即 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 11.78 | | | 600481[双良节能] 09:34 价 9.64 涨跌 -1.07(-9.99%) 均价 9.90 成交量 6.41万 成交金额 6187万 | | | | 202 ...
70城房价最新数据出炉
第一财经· 2026-02-13 01:51
Core Viewpoint - The latest data from the National Bureau of Statistics indicates a general narrowing of the month-on-month decline in commodity residential sales prices across 70 large and medium-sized cities in January 2026, with year-on-year prices also showing a decline [1]. Group 1: Month-on-Month Price Changes - In January, the sales prices of new commodity residential properties in first-tier cities decreased by 0.3% month-on-month, consistent with the previous month. Shanghai remained stable, while Beijing, Guangzhou, and Shenzhen saw declines of 0.3%, 0.6%, and 0.4% respectively [2]. - The month-on-month decline in second-tier cities' new commodity residential prices was 0.3%, a reduction of 0.1 percentage points from the previous month. Third-tier cities experienced a 0.4% decline, unchanged from the previous month [2]. - For second-hand residential properties, first-tier cities saw a month-on-month decline of 0.5%, which is a narrowing of 0.4 percentage points from the previous month. The declines in Beijing, Shanghai, Guangzhou, and Shenzhen were 0.2%, 0.4%, 0.7%, and 0.6% respectively [2]. Group 2: Year-on-Year Price Changes - In January, the year-on-year sales prices of new commodity residential properties in first-tier cities fell by 2.1%, with the decline expanding by 0.4 percentage points compared to the previous month. Shanghai saw an increase of 4.2%, while Beijing, Guangzhou, and Shenzhen experienced declines of 2.4%, 5.3%, and 4.9% respectively [3]. - The year-on-year decline in new commodity residential prices for second-tier and third-tier cities was 2.9% and 3.9%, with declines expanding by 0.4 and 0.2 percentage points respectively [3]. - For second-hand residential properties, first-tier cities experienced a year-on-year decline of 7.6%, with the decline expanding by 0.6 percentage points from the previous month. The declines in Beijing, Shanghai, Guangzhou, and Shenzhen were 8.7%, 6.8%, 8.3%, and 6.5% respectively [3].
王兴兴:具身智能未来热度或远超移动互联网
第一财经· 2026-02-13 01:43
本文字数:339,阅读时长大约1分钟 据央视财经,目前,具身智能赛道有多火?对此,宇树科技创始人、CEO 王兴兴表示:"目前机器人 产业或具身智能产业,背后最大的驱动因素或不确定因素,基本都是由AI主导,但增长曲线可能越 来越陡峭。如果未来几年,有真正大规模应用的具身智能AI模型和机器人技术突破,那时候热度可 能会比现在至少高100倍,甚至1000倍。而这个热度,我觉得会远超移动互联网。所以,我觉得当下 阶段绝对不是最热,目前可能还是处于爬坡或爬坡阶段的平台期。" 微信编辑 | 夏木 2026.02. 13 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 , 欢 迎 提 供 。 专 用 邮 箱 : bianjibu@yicai.com (注:我们会对线索进行核实。您的隐私将严格保密。) 推荐阅读 比尔·盖茨再次访华,直面"爱泼斯坦争议" ...