| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002357 | 富临远业 | 11.12 | 3.06% | 16.35万 | | 1.78亿 | | 600561 | 江西长运 | 6.85 | 1.33% | 5.95万 | | 4046.55万 | | 001317 | 三丰司 | 47.60 | 1.08% | 1 4.01万 | | 1.92亿 | | 603069 | 海汽集团 | 21.15 | 1.00% | 4.92万 | | 1.04亿 | | 600548 | 深高速 | 10.42 | 0.97% | 3.74万 | | 3872.71万 | | 000548 | 湖南投资 | 5.56 | 0.91% | 6.32万 | | 3505.22万 | | 600269 | 赣粤高速 | 5.11 | 0.79% | 12.13万 | | 6172.68万 | | 000429 | 粵高速 A | 12.41 | 0.73% | 5.06万 | | 6276 ...

Core Viewpoint - The article highlights the active cash dividend distribution by listed companies in the 2024 fiscal year, with a total of 3,679 companies proposing distribution plans, reflecting a strong emphasis on cash dividends encouraged by regulatory bodies [1] Summary by Relevant Sections Dividend Distribution Overview - A total of 3,679 companies have proposed distribution plans for the 2024 fiscal year, with 3,674 of these including cash dividends, amounting to a total cash payout of 1.64 trillion yuan [1] - There are 347 companies that have included stock transfers in their distribution plans for 2024 [1] Important Dates for Investors - Investors should pay attention to two key dates during the dividend distribution season: the ex-dividend date and the record date [1] - As of now, 3,548 companies have implemented their distribution plans, and the focus will be on whether these companies can achieve a "filling rights" market trend [1] Companies with Upcoming Dividend Payments - Six companies have their record date today, with four of them offering cash dividends of 1 yuan (after tax) or more per 10 shares [1] - The company with the highest cash payout is Baihe Co., Ltd., offering 7.50 yuan per 10 shares, followed by Yinlefen and Shandong Expressway, with payouts of 5.00 yuan and 4.20 yuan respectively [1] Upcoming Dividend Payment Details | Stock Code | Stock Name | Cash Dividend per 10 Shares (yuan) | Stock Transfer per 10 Shares | Latest Closing Price (yuan) | 5-Day Price Change (%) | | --- | --- | --- | --- | --- | --- | | 002832 | Yinlefen | 5.000 | - | 16.30 | -1.63 | | 600350 | Shandong Expressway | 4.200 | - | 10.08 | -2.04 | | 300457 | Yinghe Technology | 1.170 | - | 20.46 | -2.48 | | 603102 | Baihe Co., Ltd. | 7.500 | - | 42.85 | -3.73 | | 601456 | Guolian Minsheng | 0.560 | - | 11.12 | -3.89 | | 600638 | Xinhuangpu | 0.370 | - | 5.87 | -4.08 | [1]

Core Viewpoint - Weihai Bank is initiating a new round of capital replenishment with the support of local state-owned assets, planning to issue up to 758 million domestic shares and 154 million H-shares to raise approximately 3 billion yuan for core tier one capital supplementation [2][3][4]. Group 1: Capital Raising Details - The planned issuance price is 3.29 yuan per share, representing a 22.6% premium over the secondary market price [3][4]. - The controlling shareholder, Shandong Expressway Group, will participate in the subscription while maintaining its current shareholding ratio, potentially investing 1.414 billion yuan, which accounts for 47% of the total fundraising target [3][5]. - The total fundraising amount is approximately 3 billion yuan, with 2.494 billion yuan from domestic shares and 506 million yuan from H-shares [4][5]. Group 2: Financial Performance and Capital Adequacy - As of March 2025, Weihai Bank's total assets exceeded 465 billion yuan, with a capital adequacy ratio of 12.72%, a tier one capital ratio of 9.89%, and a core tier one capital ratio of 8.47%, all showing a decline from the end of 2024 [3][7][8]. - The bank's total assets surpassed 400 billion yuan by the end of 2024, marking a 12.65% increase year-on-year, with loans and deposits also showing significant growth [7][8]. - The non-performing loan ratio was at a record low of 1.41% by the end of 2024, with a provision coverage ratio of 156.07%, indicating improved asset quality [8].

青岛银行：上半年净利润30.65亿元 同比增长16.05% 8月1日，青岛银行（002948）发布2025年半年度快报，公司上半年实现营业收入76.62亿元，同比增长 7.50%；实现归属于母公司股东的净利润30.65亿元，同比增长16.05%。 资料显示，青岛银行成立于1996年11月，主营业务是向客户提供公司及个人存款、贷款、支付结算等服 务和产品。 所属行业：银行–城商行Ⅱ–城商行Ⅲ 富安娜：拟5585万–1.04亿元回购公司股份 8月1日，富安娜（002327）发布公告称，公司计划以集中竞价交易方式回购公司股份，回购资金总额不 低于5585万元且不超过1.04亿元，回购价格不超过11元/股。回购的股份将全部用于实施员工持股计划或 股权激励计划。 资料显示，富安娜成立于1994年8月，主营业务是纺织家居、睡眠家居、生活类产品的研发、设计、生 产及销售。 所属行业：纺织服饰–服装家纺–家纺 资料显示，正丹股份成立于2007年1月，主营业务是高端环保新材料和特种精细化学品的研发、生产和 销售。 所属行业：基础化工–化学制品–其他化学制品 汇绿生态：控股子公司拟增加投资额度至8亿元建设光模块生产基地 8月1日 ...

2025年上半年，山东高速（600350）集团作为山东省交通基础设施建设领域的重要力量，各在建项目有 序推进，多项工程取得阶段性进展。3月28日，高商项目黄河特大桥主桥吊杆张拉全部完成，主桥上部 结构实现体系转换；4月25日，济南绕城高速港沟立交至殷家林段改扩建项目沥青下面层首件工程完 工，项目建设进入新阶段；6月27日，烟蓬改扩建项目机场互通至蓬莱枢纽段通车运营，该路段为烟台 地区首段 "双向八车道" 高速公路……上半年，山东高速各在建项目建设跑出"加速度"。 下一步，山东高速集团将继续推进项目建设，确保完成全年建设目标，助力山东省交通基础设施建设和 经济发展。 在京台高速公路齐济段改扩建工程现场，施工人员正进行上跨京沪三四线转体桥造桥机安装施工。该项 目为全国首个"6+6"车道高速公路改扩建项目，通过创新开发 BIM 协同数字化管理平台，实现试验设 备、拌和设备及施工机械的数据互通，完成数据自动采集、分析与整合。截至目前，项目路基、路面和 桥涵工程分别完成95.5%、85.6% 和97.4%。 在庆章高速黄河特大桥施工现场，两台150吨重型龙门吊已完成调试，正在开展主桥主墩钢箱梁吊装作 业。作为该项目的控 ...

Core Viewpoint - Shandong Hi-Speed Company plans to participate in the capital increase of its associate, Weihai Bank, by subscribing to a maximum of 105,816,432 domestic shares at a price of 3.29 yuan per share, totaling up to approximately 348.14 million yuan, to enhance the bank's core tier one capital [2][4][15]. Group 1: Transaction Overview - Weihai Bank intends to issue shares to raise no more than 3 billion yuan for enhancing its core tier one capital [2][4]. - The company will maintain an 11.60% stake in Weihai Bank post-investment [2][4]. - The internal rate of return for this project is estimated at 6.63%, with a static payback period of 16.73 years [4]. Group 2: Transaction Details - The transaction has been approved by the company's board and does not require shareholder approval [3][5]. - The company has engaged in two related transactions with its controlling shareholder, Shandong Hi-Speed Group, totaling 709.7 million yuan in the past 12 months [3][7]. - The share subscription agreement has not yet been signed, and there may be risks associated with the execution of the agreement [3][19]. Group 3: Financial Performance of Weihai Bank - Weihai Bank's total revenue over the past three years was 8.291 billion yuan, 8.735 billion yuan, and 9.316 billion yuan, with year-on-year growth rates of 12.39%, 5.36%, and 6.65% respectively [11]. - The bank's corporate banking segment showed revenue growth rates of 9.58%, 5.03%, and 14.21% over the same period [11]. - The retail banking segment experienced revenue growth rates of 15.29%, -0.45%, and -4.46% [12]. Group 4: Regulatory and Compliance Aspects - The transaction complies with relevant laws and regulations, including the Company Law and Securities Law [25]. - The transaction price is based on the latest audited net asset value per share of Weihai Bank, ensuring fairness and alignment with the company's interests [17]. - The bank's credit status is normal, and it has not been listed as a dishonest executor [9].

Key Points - Tibet Tourism may apply for suspension of trading if significant abnormalities occur in stock transactions [1] - Southern Road Machinery's stock price has deviated from its fundamental situation [1] - Industrial Fulian's major customers and products have not undergone significant changes [1] - Yingweike has established a relatively complete liquid cooling technology and product solution capability [1] - Victory Energy's operational situation remains normal with no significant changes in the internal and external business environment [1] - Qizheng Tibetan Medicine's operational situation is normal with no significant changes in the internal and external business environment [1] - Dongxin Co. states that its investment in Shanghai Lishuan's chip products is not applicable for large model computing clusters [1] - Guosheng Co. has obtained project filing related to PEEK from its wholly-owned subsidiary [1] - Action Education's actual controller proposed a mid-term dividend of 10 yuan per 10 shares [1] Mergers and Acquisitions - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share acquisition [1] - Dashengda intends to acquire 30% equity of Thailand's Far East [1] Financing - Aoshikang plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [1] - Sixuan New Materials intends to raise no more than 466 million yuan through a private placement [1] - Changhua Chemical plans to raise no more than 230 million yuan for a carbon dioxide polyether project [1] Share Buybacks and Reductions - Fuanna plans to repurchase shares worth between 55.85 million and 104 million yuan [1] - Jiangnan Yifan's board member intends to increase his stake in the company [1] - Jieya Co. and its concerted parties plan to reduce their holdings by no more than 4.95% [1] - Other companies including Tongda Co., Haohan Deep, and Wanhu Chemical also plan to reduce their holdings [1] Operational Data - Sinopec expects a net profit decline of 39.5% to 43.7% year-on-year for the first half of the year [1] - Qingdao Bank reported a net profit of 3.065 billion yuan for the first half, up 16.05% year-on-year [1] - Daodaquan's net profit increased by 563.15% year-on-year, proposing a dividend of 1.76 yuan per 10 shares [1] - Zhengdan Co. reported a net profit increase of 120.35% year-on-year, proposing a dividend of 3 yuan per 10 shares [1] - Other companies reported varying profit changes, including losses and significant increases [1] Contracts and Major Investments - Sanhui Electric signed a framework contract for robot equipment sales [1] - Zhejiang University Network New's subsidiary won a smart engineering project worth 94.2712 million yuan [1] - New Aluminum Times plans to invest no less than 500 million yuan in a project for lightweight, high-strength auto parts [1] - Zhishang Technology will use part of its raised funds for a smart manufacturing production base in Vietnam [1]

增资项目暨关联交易的公告 证券代码：600350 证券简称：山东高速 公告编号：2025-058 山东高速股份有限公司关于威海银行股份有限公司 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： （一）本次交易的基本情况 威海银行拟发行股票募资资金总额不超过 30 亿元，用于补充威海银行核心 一级资本，公司以 3.29 元/股股价认购威海银行不超过 105,816,432 股内资股， 认购总额不超过人民币 348,136,061.28 元。投资完成后，公司持有威海银行股 权比例保持在 11.60%不变。 经测算，本项目内部投资收益率为 6.63%，项目的静态投资回收期为 16.73 年。按照折现率 6%计算，项目净现值 1,708.47 万元，动态投资回收期为 31.62 年。权益法并表下，预计投资本项目在 2025-2030 年的平均投资收益率为 10.86%。 购买 □置换 交易事项 | | □其他，具体为： | | --- | --- | | 交易标的类型 | 股权资产 □非股权资产 | | 交易标 ...

Group 1 - Dazhengda plans to acquire 30% equity in Thailand Far East for a total consideration of 204 million Thai Baht, with an additional capital increase of 670 million Thai Baht post-acquisition [4] - Fuanan intends to repurchase shares worth between 55.85 million to 104 million Yuan for employee stock ownership plans or equity incentive plans, with a maximum repurchase price of 11 Yuan per share [7] - Siquan New Materials plans to raise no more than 466 million Yuan through a private placement, with proceeds allocated to various projects including a heat dissipation product project in Vietnam [10] Group 2 - Zhengdan Co. reported a net profit of 630 million Yuan for the first half of 2025, a year-on-year increase of 120.35%, and proposed a cash dividend of 3 Yuan per 10 shares [11] - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share purchase, aiming to enhance its strategic layout in lightweight materials [12] - Shandong Highway intends to participate in a capital increase project for Weihai Bank, with a total investment not exceeding 348 million Yuan [2] Group 3 - Ankai Micro plans to launch the AK1037 series low-power lock control SoC chip designed for smart locks, featuring high integration and low power consumption [3] - Industrial Fulian announced that its main customers and products have not undergone significant changes despite recent stock price fluctuations [5] - Zhishang Technology will invest 180 million Yuan of its excess fundraising into building a smart manufacturing base in Vietnam to expand its product line and capacity [9]

Group 1 - Dazhengda plans to acquire 30% equity in Thailand Far East for a total consideration of 204 million Thai Baht, with an additional capital increase of 670 million Thai Baht [1][3] - Fuanan intends to repurchase shares worth between 55.85 million and 104 million yuan for employee stock ownership plans or equity incentive plans, with a maximum repurchase price of 11 yuan per share [1][6] - Siquan New Materials plans to raise no more than 466 million yuan through a private placement, with proceeds allocated to various projects including a cooling product project in Vietnam [1][8] Group 2 - Zhengdan Co. reported a 120.35% year-on-year increase in net profit for the first half of the year, with a proposed cash dividend of 3 yuan per 10 shares [1][9] - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share purchase, aiming to enhance its strategic layout in lightweight materials [1][10] - Shandong Highway intends to participate in a capital increase project for Weihai Bank, with a total investment not exceeding 348 million yuan [2] Group 3 - Ankai Micro plans to launch a low-power lock control SoC chip series designed for smart locks, featuring high integration and low power consumption [3] - Industrial Fulian announced that its main customers and products have not undergone significant changes, despite recent stock price fluctuations [4] - Zhishang Technology will invest 180 million yuan of over-raised funds into a smart manufacturing base in Vietnam to expand its product line and capacity [1][7] Group 4 - Aoxin plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [1][11] - Dalian Friendship reached a settlement in a lawsuit with its controlling shareholder, with the case being withdrawn from court [1][12]