近年来，上市公司分红意愿显著提升，A股市场分红生态持续优化，呈现出分红总额、参与分红公司数 量占比以及年内多次分红公司数量逐年递增的趋势。 按照除权除息日统计（下同），截至12月15日，今年以来A股上市公司现金分红总额达到2.56万亿元， 已超过2024年全年，创出历史新高。 头部公司加大回报力度 从具体公司来看，传统"分红大户"今年均加大现金回报力度。以2025年现金分红超过百亿元的36家公司 来看，超八成年内现金分红总额超过去年。 其中，中远海控（601919）现金分红总额增幅超过100%，紫金矿业（601899）、中国人保（601319） 等分红总额较去年增幅均超过50%。现金分红超千亿元的4家公司中，建设银行（601939）、中国银行 （601988）的分红总额较去年增幅均超过45%。 招商蛇口（001979）表示，公司2026年至2028年度现金分红占当年归属于上市公司股东净利润的比例均 不低于40%。 首钢股份（000959）表示，公司全年度以现金方式分配的利润原则上不低于当年实现归属于上市公司股 东净利润的30%。 明泰铝业（601677）表示，2026年至2028年每年以现金方式分配的利润不少 ...

（原标题：承诺现金分红比例不低于50%！未来三年分红规划，这些公司已提前布局） 2024年年初，沪深交易所相继发出"提质增效重回报""质量回报双提升"的倡议；同年4月，新"国九 条"出台，其中提出强化上市公司现金分红监管，并提出"推动一年多次分红、预分红、春节前分红"。 2025年12月初，中国证监会主席吴清在人民日报发表署名文章《提高资本市场制度的包容性适应性(学 习贯彻党的二十届四中全会精神)》。该文章指出，督促和引导上市公司强化回报投资者的意识，更加 积极开展现金分红、回购注销等。 年内分红总额已超过去年全年 近年来，上市公司分红意愿显著提升，A股市场分红生态持续优化，呈现出分红总额、参与分红公司数 量占比以及年内多次分红公司数量逐年递增的趋势。 按照除权除息日计算(下同)，截至12月12日，今年以来，A股上市公司现金分红总额达到2.47万亿元， 已超过2024年全年的现金分红总额。 今年以来，上市公司以现金分红等方式积极回馈投资者。 作为回馈投资者的重要方式，近年来，国内资本市场有关现金分红的政策文件相继出炉。 招商蛇口表示，公司2026年度至2028年度现金分红占当年归属于上市公司股东净利润的比例均 ...

Core Insights - The report emphasizes that the computer industry is driven by model iteration, application breakthroughs, and domestic computing power leadership, with a buy rating for the sector [2][4][17]. Industry Overview - The AI infrastructure sector is transitioning from "testing and trial" to "large-scale rollout in 2026" for domestic AI chip replacements, with a narrowing gap between domestic and international leading models [8][17][26]. - The AI application sector is categorized into three types of companies: those with recognized benchmark clients but in early stages, those with long-term trends but uncertain timelines, and those leveraging AI with reachable inflection points [8][17][19]. - The EDA and R&D software sector is seeing rapid improvement in domestic product capabilities, with mergers and acquisitions expected to accelerate due to policy support [8][17][21]. - In the intelligent driving and robotics sector, the report suggests focusing on competitive chip tracks, overseas expansion, and new autonomous driving opportunities, recommending global AMR leader Geek+ [8][18][21]. - The report notes that traditional trust and innovation directions are facing funding delays, while the release of HarmonyOS PC in 2025 is seen as a catalyst for business growth and technological upgrades [8][18][21]. - The energy information sector is expected to benefit from stable capital expenditures and market reforms, although policy implementation timelines need to be monitored [8][18][21]. Key Companies - In the AI infrastructure sector, recommended companies include Cambricon, Inspur, and Unisoc, with attention to Sugon [8][19]. - For AI applications, notable companies are Jingtaikong, Rainbowsoft, and Kingdee International, with additional focus on Hancloud and Guangyun Technology [8][19][21]. - In the intelligent driving and robotics sector, key players include Geek+, Black Sesame Intelligence, and Rui Ming Technology, with recommendations to monitor Desay SV and SOTER [8][19][21]. - In the EDA and R&D software sector, companies like GigaDevice, Gexin Electronics, and BGI are highlighted, with attention to Zhongkong Technology and Haocen Software [8][19][21]. - For trust and innovation, recommended companies include Kingsoft and Softcom, with additional focus on Taiji Co. and China Software International [8][19][21]. - In the energy information sector, notable companies are Guoneng Rixin and Longxin Group, with attention to State Grid Information and South Grid Digital [8][19][22].

编号：2025-25 北京中长石基信息技术股份有限公司投资者关系管理活动记录-调研纪要 证券代码：002153 证券简称：石基信息 北京中长石基信息技术股份有限公司 投资者关系活动记录表 投资者关系 活动类别 ☑ 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他： 参与单位名 称及人员姓 名 国泰基金-韩知昂；东方证券-宋鑫宇 时间 2025 年 12 月 4 日 地点 北京市海淀区复兴路甲 65 号石基信息大厦会议室 上市公司接 待人员姓名 董秘、副总裁-罗芳；证券部-何龙光 投资者关系 活动主要内 容介绍 1、海外的酒店集团对于咱们公司有地缘政治方面的顾虑 吗？ 目前现行法律法规并没有不能采购中国软件的限制。对于地 缘政治的担忧，公司采取的策略没有变化，依然是让成熟的已经 被全球高端酒店普遍采用并在全球范围内部署的石基云餐饮系 统 INFRASYS POS 为先锋，加快上线更多的酒店，酒店通过使 用石基餐饮云认识和了解了石基是一个什么样的公司，我们的产 品和服务是否比他们原来使用的系统好很多，用事实告诉客户石 基的数据是如何访问和保存的，是否安全合规，研发 ...

| 新股发行及今日交易提示 | 2025/12/2 | 星期二 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025/12/2 | 新股上市 | 证券代码 | 证券简称 | 发行价格 | | | | | | | 920035 | 精创电气 | 12.10 | 2025/12/2 | 内地市场权益提示 | | | | | | | 类别 | 证券代码 | 证券简称 | 权益日期 | 最新公告链接 | https://www.cninfo.com.cn/new/disclosure/detail?stockCode=605255&announcementId=12248320 | 要约收购 | 要约申报期：2025年11月20日至2025年12月19日 | 605255 | 天普股份 | | 75&orgId=9900039799&announcementTime=2025 | -11-28 | https://www.cninfo.com.cn/new/disclosure/detail?stock ...

Core Insights - The transition of large-scale inventory for InterContinental Hotels in the Greater China region is progressing slower than expected, raising concerns among investors [2] - Shiji Information has confirmed that the system transitions for signed hotel groups, including InterContinental, are proceeding normally, with a focus on completing brand demonstrations before mass rollouts [2] - Successful batch rollouts have already been achieved for Kempinski Hotels and MELCO, with MELCO's Daylight PMS now operational [2]

11月27日，上证指数早盘震荡上扬，午后冲高回落；深证成指、创业板指、科创50指数早盘冲高回 落，午后一度回升，随后再度回落。截至收盘，上证指数报3875.26点，涨0.29%，成交额6985亿元；深 证成指报12875.19点，跌0.25%，成交额10112.75亿元；创业板指报3031.30点，跌0.44%，成交额 4991.06亿元；科创50指数报1310.70点，跌0.33%，成交额618亿元。沪深两市合计成交17097.75亿元， 成交额较上一交易日减少735.52亿元。 有机硅、固态电池等概念走强 金富科技、广济药业(000952)均4连板 Wind统计显示，沪深两市主力资金今日净流出186.22亿元；其中，创业板主力资金净流出94.23亿 元；沪深300成份股主力资金净流出60.4亿元；科创板主力资金净流出0.66亿元。 从行业来看，申万所属的31个一级行业，今日有5个行业主力资金呈现净流入，其中，轻工制造行 业主力资金净流入最多，净流入金额为4.71亿元；行业主力资金净流入居前的还有房地产、食品饮料 等，净流入金额分别为1.82亿元、1.44亿元。26个行业主力资金呈现净流出，其中，计算机行业 ...

Company Insights - Haike New Source has signed a three-year supply agreement with Kunlun New Materials to supply electrolyte solvents from 2026 to 2028, with specific quantities based on orders [8] - The company is currently in a full production and sales state for its main products, which include lithium-ion battery electrolyte solvents, additives, and high-end propylene glycol [8][9] - Haike New Source has a leading global market share in lithium battery electrolyte solvents and is continuously investing in the research and development of cutting-edge materials such as solid-state electrolytes and lithium supplementation agents, with some products already in pilot testing [9] Industry Insights - Lithium carbonate prices have increased by over 60% in the past six months, driven by supply-demand mismatches and inventory depletion, with recent main contract prices breaking through 100,000 yuan/ton, reaching a new high since June 2024 [7][11] - The 2025 China International Lithium Industry Conference revealed that global lithium demand is expected to reach 2 million tons of lithium carbonate equivalent by 2026, reinforcing the industry's growth expectations due to a tight supply-demand balance [7][11] Company Performance - Te Yi Pharmaceutical reported a revenue of 692 million yuan for the first three quarters, a year-on-year increase of 51.86%, and a net profit of 65.52 million yuan, up 985.18% year-on-year, with its core product, cough syrup, recovering to 64% of the same period last year [15][16] - The company has seen a significant increase in demand for its cough syrup during the flu season, with a total effectiveness rate of 93% for treating flu-related coughs [16]

Core Viewpoint - On November 27, the Shanghai Composite Index rose by 0.29%, with institutional investors appearing on the trading lists of 28 stocks, net buying 9 and net selling 19 stocks [1] Institutional Trading Summary - The stock with the highest net buying by institutional seats was Haike Xinyuan, which closed at the daily limit with a turnover rate of 39.89% and a transaction amount of 2.352 billion. The net buying amounted to 133.13 million [2] - LeiKe Defense saw a decline of 9.73% with a turnover rate of 44.16% and a transaction amount of 4.244 billion. Institutional seats net bought 100.40 million, while the stock experienced a net outflow of 478 million [2] - Shiji Information closed at the daily limit with a turnover rate of 7.12% and a transaction amount of 1.412 billion. Institutional seats net bought 84.30 million, with a net outflow of 240 million [3] Market Performance - The average increase of stocks with net institutional buying was 5.14%, outperforming the Shanghai Composite Index. Stocks like Xinmeixing and Huazi Technology showed strong performance, closing at the daily limit [3] - A backtest of stocks with net institutional buying over the past month revealed a 55.63% probability of rising the next day and a 54.34% probability of outperforming the Shanghai Composite Index [3] Net Selling Summary - The stock with the highest net selling by institutions was Nanguang Digital, with a turnover rate of 53.03% and a net selling amount of 88.63 million. The stock experienced a net outflow of 196 million [3] - Shanghai Film was on the trading list due to a decline of 7.35%, with institutional seats net selling 86.87 million [4] - Yunhan Xincheng had a turnover rate of 39.77% and a net selling amount of 85.52 million, with a net inflow of 858.36 million [4] Deep and Shanghai Stock Connect - On November 27, 18 stocks on the trading list had appearances from Deep and Shanghai Stock Connect, with net buying in stocks like Shida Group and Zhong'an Technology, amounting to 102 million and 38.81 million respectively [7] - The stocks with net selling included Dongbai Group and Guofeng New Materials, with net selling amounts of 65.45 million and 34.84 million respectively [7]

石基信息今日跌停，全天换手率7.12%，成交额14.12亿元，振幅5.34%。龙虎榜数据显示，机构净买入 8430.20万元，深股通净卖出3214.67万元，营业部席位合计净卖出1.25亿元。 深交所公开信息显示，当日该股因日跌幅偏离值达-9.89%上榜，机构专用席位净买入8430.20万元，深 股通净卖出3214.67万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交3.80亿元，其中，买入成交额为1.53亿 元，卖出成交额为2.26亿元，合计净卖出7283.18万元。 具体来看，今日上榜的营业部中，共有4家机构专用席位现身，即买二、买三、买四、买五，合计买入 金额9784.75万元，卖出金额1354.55万元，合计净买入8430.20万元，深股通为第一大买入营业部及第一 大卖出营业部，买入金额为4951.42万元，卖出金额为8166.08万元，合计净卖出3214.67万元。 资金流向方面，今日该股主力资金净流出2.40亿元，其中，特大单净流出2.55亿元，大单资金净流入 1460.08万元。近5日主力资金净流入1.93亿元。 融资融券数据显示，该股最新（11月26日）两融余额为3.18亿元， ...