上市银行超2600亿元分红在途

Core Viewpoint - The announcement of mid-term dividends by major state-owned banks indicates a robust financial performance and a commitment to returning value to shareholders, with a total cash dividend distribution of approximately 762 billion yuan planned for December 15, 2025 [1][2]. Group 1: Dividend Announcements - Industrial and Commercial Bank of China (ICBC) plans to distribute a cash dividend of 0.1414 yuan per share, totaling approximately 503.96 billion yuan, with A-shares accounting for about 381.23 billion yuan [1]. - Agricultural Bank of China (ABC) will distribute a cash dividend of 0.1195 yuan per share, amounting to approximately 418.23 billion yuan, with A-shares also around 381.50 billion yuan [1]. - As of now, 32 listed banks have announced mid-term dividends, an increase of 8 banks compared to 2024, with an average dividend payout ratio of 24.9% and a total dividend amount of 264.57 billion yuan, reflecting a 2.55% increase from last year [2][3]. Group 2: Market Trends and Analyst Insights - The mid-term dividend distribution by state-owned banks is occurring earlier this year, with four major banks having already announced their plans, compared to the previous year [2][3]. - Analysts indicate that the increase in the number of banks planning to distribute dividends and the stability of dividend rates reflect the banking sector's solid dividend value, which is expected to attract long-term capital [3]. - The average dividend yield for listed banks is currently 4.48%, with 12 banks yielding over 5% and 26 banks exceeding 4% [3]. Group 3: Shareholder and Executive Actions - There have been 15 instances of share buyback plans disclosed by 13 banks this year, indicating strong confidence from major shareholders and executives in the banks' strategic direction and long-term value [6][7]. - Notable buybacks include Nanjing Bank, which saw an increase of over 1.28 billion shares by foreign shareholder BNP Paribas, raising its stake to 18.06% [7]. - The banking sector has attracted significant buyback amounts, totaling approximately 90.30 billion yuan, ranking first among 31 industries [7][8].