Zheng Quan Shi Bao·2026-01-04 11:53Core Insights - Since 2025, companies listed on the Shenzhen Stock Exchange have actively engaged in share buybacks and increases, with a total of 424 disclosed plans amounting to a maximum of 114.25 billion yuan, reflecting their confidence in long-term development and enhancing investor trust [1] Group 1: Overall Trends - In 2025, the buyback and increase plans from Shenzhen-listed companies showed a clear trend of "high willingness, considerable scale, and industry concentration," with 288 buyback plans totaling 82.725 billion yuan and 136 increase plans totaling 31.521 billion yuan [2] - A total of 383 companies and major shareholders have obtained commitments for special loans for stock buybacks, with a total loan amount of 82.981 billion yuan [2] Group 2: Industry Focus - The electronics, biomedicine, machinery, and power equipment sectors have become the main forces in buybacks, accounting for 40.97% of the total, while biomedicine, machinery, basic chemicals, and home appliances lead in increases, making up 37.78% [2] - Expert analysis indicates that buyback and increase actions help optimize equity structure, enhance shareholder returns, stabilize stock prices, and improve market liquidity [2] Group 3: Leading Companies - Leading companies in various sectors have played a stabilizing role in the market through significant buybacks and continuous increases, setting benchmarks and stabilizing expectations [3] - Midea Group has launched multiple buyback plans totaling over 10 billion yuan, aimed at capital reduction and employee stock ownership plans, enhancing shareholder rights and binding core team interests [3] - Contemporary Amperex Technology Co., Ltd. plans to buy back shares totaling between 4 billion and 8 billion yuan, with a current buyback amount of 4.386 billion yuan, reflecting its ambition and value co-creation [3] Group 4: Future Outlook - As of January 4, 2026, several leading companies, including Ningde Times and Midea Group, have disclosed buyback progress, indicating a synergy between market forces and corporate actions [4] - The ongoing market reforms and regulatory improvements are expected to sustain the positive trend in buybacks and increases among Shenzhen-listed companies, providing solid support for high-quality capital market development [4]