| 和运营 | | | --- | --- | | 房 地 产 开 发 房地产服务 | 无评级 无评级 | 2026 年 02 月 24 日 行业日报 中性/维持 房地产 房地产 太平洋房地产日报（20260224）：义乌节后首场土拍成交一宗地块 走势比较 (20%) (10%) 0% 10% 20% 25/2/12 25/4/26 25/7/8 25/9/19 25/12/1 子行业评级 推荐公司及评级 相关研究报告 <<商业不动产 REITs 获受理，助力房 企盘活存量资产>>--2026-02-11 <<太平洋房地产日报（20260210）：南 通海门北部新城 3 宗宅地以底价成 交>>--2026-02-11 <<太平洋房地产日报（20260209）：重 庆实施首次购房补贴和人才购房补 贴>>--2026-02-10 证券分析师：徐超 电话：18311057693 E-MAIL：xuchao@tpyzq.com 分析师登记编号：S1190521050001 证券分析师：戴梓涵 电话：18217681683 E-MAIL：daizh@tpyzq.com 分析师登记编号：S1190524110003 报告 ...

经济观察网宁波富达（600724）发布2025年中期利润分配方案，拟向全体股东每10股派发现金红利0.70 元(含税)，合计派发约1.01亿元，股权登记日为2026年2月11日，现金红利发放日为2026年2月12日。 除权除息后股价通常会进行调整，但长期走势仍由基本面主导。数据显示，2026年2月3日，宁波富达主 力资金净流出706.74万元，占当日成交额的8.27%，部分反映了分红前市场的获利了结情绪。分红直接 增加了股东现金收益，符合当前A股市场鼓励回报投资者的政策导向。 行业与风险分析 与同地区上市公司相比，宁波富达的分红规模处于中游水平。但需注意，公司市盈率(TTM)为61.85 倍，高于电网设备板块的平均水平，估值压力可能在一定程度上稀释分红的吸引力。公司主营业务受宏 观经济周期影响，若未来盈利下滑，当前较高的分红比例可能难以维持。同时，主力资金的持续净流出 也需警惕市场流动性风险。 以上内容基于公开资料整理，不构成投资建议。 财务状况 本次分红总额约占公司2024年末货币资金及等价物的5.6%，预计不会对公司的偿债能力或日常经营造 成重大压力。但现金流出可能略微降低账面资金充裕度，需关注后续投资活 ...

每经AI快讯，数据显示，根据上市公司权益分配方案梳理统计，1只A股今日股权登记，宁波富达 （600724）每10股派息0.70元。此外，还有1股抛出分红派息预案，众诚科技每10股拟派息1.5元。 ...

红利质量（931468.CSI）指数，选取50只连续现金分红、股利支付率较高且兼具较高盈利能力特征的上 市公司证券作为指数样本，截至2月6日，该指数近1年股息率为2.87%；红利质量ETF（159758）是跟 踪该指数的唯一ETF，联接基金A类016440；联接基金C类016441；联接基金D类024263。 红利低波（H30269.CSI）指数，选取50只流动性好、连续分红、红利支付率适中、每股股息正增长以 及股息率高且波动率低的证券作为指数样本，采用股息率加权，截至2月6日，该指数近1年股息率为 4.53%；红利低波ETF华夏（159547）是跟踪该指数综合费率最低的ETF，每季度评估可分红，联接基 金A类021482；联接基金C类021483。 宁波富达：每股派发现金红利0.07元（含税），股权登记日：2026-2-12，除息除权日：2026-2-13，数 据来源《宁波富达2025年中期权益分派实施公告》；申万一级行业：房地产，非红利低波 （H30269.CSI）成分股，非红利质量（931468.CSI）成分股。 （文章来源：每日经济新闻） ...

Core Viewpoint - Ningbo Fuda (600724.SH) announced a cash dividend distribution of 0.07 yuan per share, totaling approximately 101.17 million yuan, based on a total share capital of 1,445,241,071 shares [1] Group 1 - The cash dividend distribution is set to be implemented based on the company's total share capital before the distribution [1] - The record date for the dividend distribution is February 12, 2026, and the ex-dividend date is February 13, 2026 [1]

证券日报网讯 2月6日，宁波富达发布公告称，公司2025年中期利润分配方案为A股每股派0.07元（含 税），股权登记日为2026年2月12日，除权除息及红利发放日均为2026年2月13日。 （文章来源：证券日报） ...

宁波富达股份有限公司 证券代码：600724 证券简称：宁波富达 公告编号：2026-003 2025年中期权益分派实施公告 本公司董事会及全体董事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： 每股分配比例 A 股每股派发现金红利0.07元（含税） 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2026/2/12 | － | 2026/2/13 | 2026/2/13 | 差异化分红送转： 否 一、 通过分配方案的股东会届次和日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2026/2/12 | － | 2026/2/13 | 2026/2/13 | 四、 分配实施办法 1. 实施办法 宁波富达股份有限公司（以下简称"公司"）于 2025 年 5 月 19 日召开 2024 年年度 ...

Core Insights - The real estate service sector experienced a significant increase of 3.94% on February 4, with "I Love My Home" leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Group 1: Stock Performance - "I Love My Home" (code: 000560) closed at 3.61, with a rise of 10.06% and a trading volume of 4.1629 million shares [1] - "Te Fa Service" (code: 300917) saw a closing price of 42.50, increasing by 6.52% with a trading volume of 166,900 shares [1] - "World Union" (code: 002285) closed at 2.87, up 5.90%, with a trading volume of 984,700 shares [1] - "Huangting International" (code: 000056) closed at 1.88, increasing by 5.03% with a trading volume of 944,200 shares [1] - "Zhongshan Service" (code: 002188) closed at 7.24, up 1.69%, with a trading volume of 250,600 shares [1] Group 2: Capital Flow - The real estate service sector saw a net inflow of 335 million yuan from institutional investors, while retail investors experienced a net outflow of 155 million yuan [2] - "I Love My Home" had a net inflow of 254 million yuan from institutional investors, but a net outflow of 168 million yuan from retail investors [3] - "Te Fa Service" recorded a net inflow of 46.64 million yuan from institutional investors, with a net outflow of 23.48 million yuan from retail investors [3]

Market Performance - The real estate service sector increased by 1.52% on February 3, with TeFa Service leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Individual Stock Performance - TeFa Service (300917) closed at 39.90, up 3.07% with a trading volume of 86,200 shares and a transaction value of 3.47 billion [1] - World Union (002285) closed at 2.71, up 3.04% with a trading volume of 491,800 shares and a transaction value of 133 million [1] - ST Mingcheng (600136) closed at 1.75, up 2.34% with a trading volume of 166,100 shares and a transaction value of 28.86 million [1] - I Love My Home (000560) closed at 3.28, up 2.18% with a trading volume of 1,884,200 shares and a transaction value of 616 million [1] - Zhongtian Service (002188) closed at 7.12, up 2.15% with a trading volume of 284,700 shares and a transaction value of 204 million [1] Capital Flow Analysis - The real estate service sector experienced a net outflow of 5.73 million from institutional investors and 30.98 million from speculative funds, while retail investors saw a net inflow of 36.70 million [2] - The capital flow for individual stocks shows that I Love My Home had a net outflow of 15.62 million from institutional investors, while retail investors had a net inflow of 10.58 million [3] - World Union had a net inflow of 6.67 million from institutional investors, but a net outflow of 13.87 million from speculative funds [3]

Group 1 - Core viewpoint: Companies are announcing significant financial updates, including profit changes, new product approvals, and share repurchase plans [1][2][3][4][5][6][15] Group 2 - Company: Chip导科技 reported a revenue of 394 million yuan for 2025, a year-on-year increase of 11.52%, but a net profit of 106 million yuan, down 4.91% [1] - Company: 亿帆医药's subsidiary received a drug registration certificate for Vitamin K1 injection, which is used for treating vitamin K deficiency [2] - Company: 勤上股份 announced the termination of its share repurchase plan to stabilize stock prices [3] - Company: 极米科技 plans to repurchase shares worth between 50 million and 100 million yuan for employee stock ownership plans [4] - Company: 凌云光 intends to change the purpose of repurchased shares to cancellation, reducing total share capital from 461 million to 457 million shares [5] - Company: 苏州科达's general manager resigned, and the chairman will take over the role to ensure management continuity [6] - Company: 银轮股份 identified 徐铮铮 as a co-actual controller, following a retrospective recognition [7] - Company: 西南证券 received approval to issue bonds up to 14 billion yuan [8] - Company: 上港集团 expects a 1.3% year-on-year increase in container throughput for January [10] - Company: 宁波富达 plans to distribute a cash dividend of 0.7 yuan per 10 shares, totaling 101 million yuan [11] - Company: 协和电子 is investing 5 million yuan in a venture capital fund to enhance its understanding of high-tech industries [12] - Company: 乐鑫科技's controlling shareholder proposed a share repurchase plan of 50 million to 100 million yuan [13] - Company: 奥瑞德's subsidiary plans to invest approximately 145 million yuan in computing power equipment [14] - Company: 上汽集团 reported a 23.94% year-on-year increase in vehicle sales for January [15] - Company: 道恩股份 plans to acquire a foreign company's plastic business for 15.737 million USD [16] - Company: 红相股份 intends to transfer 100% equity of 南通瀚蓝 for 120 million yuan [17] - Company: 长龄液压 announced a tender offer to acquire 12% of its shares at 35.82 yuan per share [19] - Company: 润都股份 faces uncertainty regarding the approval of its innovative drug [20] - Company: *ST东易's asset injection plans face significant uncertainty [21] - Company: 棒杰股份 is undergoing a restructuring process that could improve its financial structure [22] - Company: 绿联科技 has submitted an application for H-share listing in Hong Kong [23] - Company: ST泉为 is facing a creditor's application for restructuring [24] - Company: 海思科's shareholders plan to reduce their holdings by up to 0.89% [25] - Company: 钧崴电子's shareholder plans to reduce holdings by up to 3% [26]