2025年半年报披露：A股上市公司中期分红热情逐渐升温

Group 1 - As of August 6, 114 listed companies in A-shares have disclosed their mid-term reports for 2025, with 34 companies announcing mid-term dividend plans, totaling approximately 16 billion yuan in cash dividends [2] - The food and beverage industry leads with 6 companies announcing dividends, followed by the pharmaceutical and chemical sectors with 4 companies each. Additionally, industries such as electrical equipment and auto parts are also actively participating [2] - Over 300 listed companies have released announcements regarding plans for mid-term dividends in 2025, indicating a positive signal for stable shareholder returns [2] Group 2 - According to Yang Chao, Chief Strategy Analyst at China Galaxy Securities, the dividend strategy is expected to evolve from a short-term opportunity to a core medium-to-long-term allocation approach [4] - As more listed companies establish stable dividend mechanisms, dividend assets will shift from "valuation repair" logic to "fundamental premium" logic, reshaping the market's risk-return profile [4]