证券时报·2026-02-12 11:10Core Viewpoint - A significant number of companies in the Shenzhen Stock Exchange are actively distributing cash dividends to reward investors, reflecting a positive trend in profit distribution and investor satisfaction [1][2]. Group 1: Dividend Distribution Trends - Since December 2025, nearly 120 companies in the Shenzhen market have implemented profit distributions, totaling over 37.5 billion yuan [2]. - In 2025, Shenzhen companies distributed a total of 547.56 billion yuan in cash dividends, marking the second consecutive year of exceeding 500 billion yuan [2]. - During the "14th Five-Year Plan" period, the total amount of dividends distributed by Shenzhen companies surpassed 2 trillion yuan, establishing a robust ecosystem of regular and willing dividend distribution [2]. Group 2: Company Performance and Dividend Capacity - As of January 31, 2026, 1,714 out of 2,866 Shenzhen companies pre-disclosed their 2025 operating performance, representing 59.39% of the total number of companies and 48.48% of market capitalization, with nearly 60% showing performance improvement [2]. - The pre-disclosed companies collectively achieved a net profit of 82.01 billion yuan, an increase of 155.67 billion yuan year-on-year [2]. - Among the top 100 companies by market capitalization in Shenzhen, 40 companies pre-disclosed their 2025 operating performance, all of which are expected to be profitable, with anticipated growth exceeding 60% [2]. Group 3: Private Enterprises and Dividend Initiatives - Private enterprises are increasingly participating in dividend distributions, with nearly 70 of the companies that distributed dividends since December 2025 being private, accounting for about 60% [3]. - Leading companies like Luxshare Precision and Tianshan Aluminum have actively announced dividend distributions, demonstrating confidence in their business growth and commitment to rewarding investors [3]. Group 4: Specific Company Dividend Actions - Luxshare Precision announced a cash dividend of 1.6 yuan per 10 shares, totaling approximately 1.165 billion yuan, supported by a revenue of 220.91 billion yuan and a net profit of 11.52 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 24.69% and 26.92% respectively [3]. - Tianshan Aluminum implemented a cash dividend of 1 yuan per 10 shares, amounting to approximately 459 million yuan, with a commitment to maintain a dividend payout ratio of no less than 50% of the net profit attributable to shareholders [4]. - Yilian Network, recognized as a "cash cow" among GEM-listed companies, distributed a cash dividend of 5 yuan per 10 shares, totaling 633 million yuan, which is over 50% of its net profit for the first half of 2025 [5].