01 沪指创近十年新高！ A股市值突破100万亿！ 今天 沪指A股继续突破2021年2月18日盘中创下的3731.69点高点，创下自2015年8月20日之后的新高。此外，据 证券时报， A股市值总和突破 100万亿元，创历史新高，这也是A股历史上首次突破100万亿元大关。 今天沪深两市全天成交额2.76万亿，较上个交易日放量5196亿，成交额再创年内新高，交投情绪活跃，十余只个股成交额突破百亿。 ↑点击上面图片 加雪球核心交流群 ↑ 太强了！ 今天A股直接突破前期高点站上3700点，不断刷新阶段新高的同时也突破了近十年的高位！ 而且今天市场呈现普涨格局，全市场超4000只个股上涨。 TMT赛道领涨，软件服务、传媒娱乐、通信设备、元器件等多个板块涨幅超过3%。 上 海广东路上股民自发形成的"股市沙龙"，也弥漫着比暑气更灼热的气息。甚至也有股民调侃到"恋爱都不想谈了"。 02 " 牛市 旗手"再发力！ 券商、互联网金融板块持续狂飙，长城证券走出4连板，华林证券盘中涨停；湘财股份、天风证券等涨幅居前。 | 4 | 证券 | P | ... | | --- | --- | --- | --- | | | 2013.2 ...

2025 年 8 月 18 日 ， 公 司 兑 付 了 本 期 短 期 融 资 券 本 息 共 计 人 民 币 1,020,515,068.49 元。 特此公告。 红塔证券股份有限公司董事会 2025 年 8 月 18 日 证券代码：601236 证券简称：红塔证券 公告编号：2025-038 红塔证券股份有限公司 2024 年度第四期短期融资券兑付完成的公告 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。 红塔证券股份有限公司(以下简称"公司")于 2024 年 8 月 22 日成功发行了 红塔证券股份有限公司 2024 年度第四期短期融资券（以下简称"本期短期融资 券"），本期短期融资券发行总额为人民币 10 亿元，发行利率为 2.08%，期限 为 360 天，兑付日期为 2025 年 8 月 18 日（详见公司于 2024 年 8 月 24 日登载于 上海证券交易所网站（www.sse.com.cn）的《红塔证券股份有限公司 2024 年度 第四期短期融资券发行结果公告》）。 ...

从进度来看，多数券商上年度分红方案已实施完毕，另中银证券、中信证券等5家券商的现金"红包"在路上。 西南证券(600369.SH)于8月14日已率先发布了2025年半年度利润分配方案。 - 智通财经记者 | 孙艺真 近期，A股阔步上扬，作为市场风向标的券商板块表现尤为强劲。 Wind券商指数近20个交易日内涨逾10个百分点。投资者在享受股价上涨带来的资本利得的同时，上市公司年报分红收益也在悄然累积。 智通财经注意到，最近一个月，多家券商正陆续派发2024年度分红，包括浙商证券(601878.SH)、中银证券(601696.SH)、华泰证券(601688.SH)、光大证券 (601788.SH)、中信建投(601066.SH)、申万宏源(000166.SZ)、中金公司(601995.SH)、首创证券(601136.SH)、兴业证券(601377.SH)等多家券商陆续发布了 2024年年度权益分派实施公告。 整体而言，在新"国九条"和现金分红新规等政策的引导下，近年来，券商"一年多次分红"已成为行业新趋势，券商分红频次与总额均有所提升。从行业整体 情况看，上市券商2024年现金分红总额逾550亿，较上年度激增超百 ...

Group 1 - The core viewpoint highlights a strong performance in the securities sector, with the Guozheng Securities Leading Index rising by 3.80% and several constituent stocks, such as Tianfeng Securities and Dongfang Caifu, showing significant gains [1] - Multiple listed securities firms have reported impressive financial results, with 31 firms disclosing mid-year performance forecasts, all indicating profit growth or turnaround, particularly Guolian Minsheng and Huaxi Securities with net profit growth rates of 1183% and 1025%-1354% respectively [1] - The market's high activity level is maintained, with trading volumes recovering and major market indices reaching new highs, which has fueled enthusiasm for the securities sector [1] Group 2 - The Guozheng Securities Leading Index closely tracks the performance of quality listed companies in the securities theme within the Shanghai and Shenzhen markets, providing investors with diversified index investment tools [2] - As of July 31, 2025, the top ten weighted stocks in the Guozheng Securities Leading Index account for 78.84% of the index, including major firms like CITIC Securities and Dongfang Caifu [2]

Core Viewpoint - The A-share market has seen significant gains, with the Shanghai Composite Index reaching a nearly four-year high, and brokerage firms are increasing their dividend payouts, indicating a positive trend in shareholder returns [1][4][5]. Group 1: Dividend Trends - Many brokerage firms are doubling their dividend payouts for 2024 compared to 2023, with Huayin Securities' dividend scale reaching ten times that of 2023 [1][5]. - As of August 13, over ten companies have proposed mid-term dividend plans for 2025, a significant increase from only two and one in 2022 and 2023, respectively [1][8]. - The number of brokerages planning mid-term dividends has surged to 26 in 2024, with expectations for further increases in 2025 [1][8]. Group 2: Specific Brokerage Dividend Data - In terms of per-hand dividend payouts for 2024, GF Securities leads with 40 yuan, followed by China Merchants Securities and Huatai Securities at 37.7 yuan and 37 yuan, respectively [2][11]. - Huayin Securities has seen its total dividend scale for 2024 reach 1.08 billion yuan, a significant increase from 0.108 billion yuan in 2023 [5][6]. - Southwest Securities' 2024 dividend scale is over double that of 2023, reaching 5.65 billion yuan, with plans for three dividend distributions throughout the year [6][8]. Group 3: Dividend Payment Rates - Among brokerages with a payout ratio above 50%, Guolian Minsheng leads at 80.04%, followed by Hongta Securities and Southwest Securities at 63.59% and 61.76%, respectively [12][14]. - In contrast, major brokerages like China Merchants Securities and GF Securities maintain payout ratios around 30%, with some even below 20% [12][14]. Group 4: Future Dividend Planning - More than ten brokerages have established three-year shareholder return plans for 2024-2026, indicating a strategic focus on long-term shareholder value [9][10]. - The upcoming half-year reports, typically released in late August, are expected to coincide with the announcement of mid-term dividend plans, potentially increasing the number of brokerages disclosing such plans [9][10].

Group 1 - The company has approved a share repurchase plan using self-owned funds ranging from 100 million to 200 million RMB to reduce its registered capital [1] - The first share repurchase occurred on August 11, 2025, where the company repurchased 2.2169 million shares, accounting for 0.047% of the total share capital, at a price range of 8.94 to 9.07 RMB per share, totaling 20.0145 million RMB (excluding transaction fees) [1] - The company will continue to make repurchase decisions based on market conditions and will fulfill its information disclosure obligations regarding the progress of the share repurchase [2]

证券代码：601236 证券简称：红塔证券 公告编号：2025-037 红塔证券股份有限公司 关于以集中竞价交易方式首次回购公司股份的公告 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： | 回购方案首次披露日 | 2025/7/18，由公司董事长景峰先生提议 | | | | | | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 月 4 8 月 日 | 8 | 日~2026 | 年 | 3 | | 预计回购金额 | 1亿元~2亿元 | | | | | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 | | | | | | | □用于转换公司可转债 | | | | | | | □为维护公司价值及股东权益 | | | | | | 累计已回购股数 | 221.69万股 | | | | | | 累计已回购股数占总股本比例 | 0.047% | | | | | | 累计已回购金额 | 2,001.45万元 | | | | | | 实际回购价 ...

Group 1 - The company Hongta Securities announced its first share buyback on August 11, 2025, repurchasing 2.2169 million shares, which represents 0.047% of its total share capital, at a maximum price of RMB 9.07 per share and a minimum price of RMB 8.94 per share, with a total expenditure of RMB 20.0145 million [1] - For the year 2024, the revenue composition of Hongta Securities is as follows: proprietary investment business accounts for 67.54%, institutional service business for 23.35%, wealth management business for 16.89%, inter-segment elimination for -1.95%, and others for -5.82% [1] - As of the report date, the market capitalization of Hongta Securities is RMB 42.6 billion [1]

Group 1 - The meeting emphasized the need to effectively release domestic demand potential and highlighted the importance of implementing special actions to boost consumption, focusing on both goods and service consumption as new growth points [2] - In the real estate sector, the meeting did not directly mention stabilizing the market but instead called for high-quality urban renewal, indicating a shift from a sales-oriented to a quality-oriented approach in the real estate market [2] - The meeting stressed the combination of consumption promotion and social welfare to stimulate domestic demand, suggesting a long-term mechanism for consumption growth that enhances social security and improves living standards [2] Group 2 - The meeting proposed enhancing the attractiveness and inclusiveness of the domestic capital market, indicating a focus on stabilizing and improving market conditions [3] - The emphasis on attracting more long-term investors and improving services for innovative enterprises in the capital market reflects a strategic direction for future investment [3] - The outcomes of the meeting are seen as laying the groundwork for a successful conclusion to the "14th Five-Year Plan" and a strong start to the "15th Five-Year Plan," with a focus on policy execution and market reforms [3]

Group 1 - The stock price of Hongta Securities as of August 7, 2025, is 9.06 yuan, down 0.02 yuan from the previous trading day, representing a decline of 0.22% [1] - On August 6, Hongta Securities announced a plan to repurchase shares using self-owned funds ranging from 100 million to 200 million yuan, with a maximum repurchase price of 12.76 yuan per share, and the repurchase period is from August 4, 2025, to August 3, 2026 [1] - The net inflow of main funds into Hongta Securities on August 7 is 18.49 million yuan, with a cumulative net inflow of 64.14 million yuan over the past five days [1] Group 2 - Hongta Securities is a comprehensive securities company with a business scope that includes securities brokerage, investment consulting, underwriting and sponsorship, proprietary trading, and asset management [1] - The company is registered in Kunming, Yunnan Province, and belongs to the securities industry sector [1]