业绩稳健夯实底气 港股公司拟中期分红超3800亿港元

Core Viewpoint - The article highlights the robust mid-term dividend distribution among Hong Kong-listed companies, driven by strong performance and a growing trend towards returning value to shareholders [1][5]. Group 1: Dividend Distribution Overview - As of August 28, 277 Hong Kong-listed companies announced mid-term dividend plans, with a total proposed dividend exceeding 380 billion HKD [1]. - Major state-owned enterprises, such as China Mobile and China Petroleum, are leading in dividend payouts, with each company distributing over 10 billion HKD [2]. - China Mobile plans to distribute a mid-term dividend of 2.75 HKD per share, reflecting a 5.8% year-on-year increase, while China Telecom aims to distribute approximately 182.3 billion HKD, with a payout ratio of 72% [2]. Group 2: Notable Companies and Their Dividends - CITIC Bank has increased its mid-term dividend to 104.6 billion RMB, achieving a payout ratio of 30.7% [3]. - Several companies, including China CRRC and Midea Real Estate, are initiating their first mid-term dividends, with China CRRC proposing a cash dividend of 31.57 billion RMB at a payout ratio of 43.57% [4]. - Aneng Logistics is also distributing its first dividend post-listing, with a total of 0.16 HKD per share, alongside a special dividend of 0.04 HKD per share [4]. Group 3: Factors Driving Dividend Growth - The trend of increasing dividends is supported by stable corporate performance, with nearly 60% of Hong Kong-listed companies reporting profit growth or returning to profitability [5][6]. - The regulatory environment is encouraging companies to enhance cash dividend distributions, particularly under the new "National Nine Articles" which strengthens dividend regulations [5]. - The established culture of high dividends in the Hong Kong market is attracting long-term investors, especially in a low-interest-rate environment, making dividend-paying stocks appealing [6].