策略跟踪报告：A股上市公司中期分红规模大幅增长

Group 1 - The total dividend amount of all A-share listed companies has significantly increased, reaching 5324.88 billion yuan as of September 13, 2024, representing a year-on-year growth of 237.13% and 153.24% respectively [6][7][10] - Among the 670 companies that declared or implemented dividends in the mid-term of 2024, 249 companies are expected to distribute over 100 million yuan [6][10] - Central enterprises are the most proactive in dividend distribution, with 88 out of 478 declaring or implementing dividends, accounting for 18.41% of the total [7][10][12] Group 2 - In terms of industry performance, the banking sector has the largest dividend scale, with a total of 2181.23 billion yuan, followed by the oil and petrochemical industry at 903.74 billion yuan and the communication sector at 712.57 billion yuan [10][12][13] - The number of companies declaring dividends in the machinery equipment, pharmaceutical biology, and basic chemical industries exceeds 50, indicating a strong dividend willingness in these sectors [10][12] - Several industries, including textiles, environmental protection, and construction decoration, have seen dividend growth rates exceeding 500% compared to the mid-term of 2023 [10][12][15] Group 3 - The report suggests focusing on industries with historically high dividend ratios and significant growth in dividend amounts, as A-share companies have increased their dividend distribution efforts in 2024 [10][15] - Regulatory changes from the China Securities Regulatory Commission (CSRC) have encouraged cash dividends and simplified the mid-term dividend process, promoting more frequent distributions [10][15] - The overall trend indicates that companies are prioritizing investor returns, which is expected to stabilize market expectations [10][15]