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铜陵有色时隔9年再启中期分红 将派现6.7亿占净利46.5%
Chang Jiang Shang Bao· 2025-09-29 23:33
时隔9年,铜陵有色(000630.SZ)再度实施中期派现。 9月29日午间,铜陵有色披露2025年半年度利润分配预案,公司拟派发现金红利6.7亿元,约占当期归母 净利润的46.5%。 长江商报记者注意到,这是公司时隔9年再现中期分红,上一次还是2015年。 业绩方面,2025年上半年,铜陵有色的营业收入为760.8亿元,同比增长6.39%,创同期新高;归母净利 润为14.41亿元。与此同时,截至9月29日收盘,铜陵有色年内股价累计上涨约65%。 分红+回购累计耗资80亿 长江商报消息 ●长江商报记者 潘瑞冬 粗略计算,上市以来,铜陵有色累计耗资超80亿元用于分红和回购。 上市累赚253.92亿 资料显示,铜陵有色是集铜采选、冶炼、加工、贸易为一体的大型全产业链铜生产企业,主要产品涵盖 阴极铜、硫酸、黄金、白银、铜箔及铜板带等。铜陵有色表示,公司在铜矿采选、铜冶炼及铜箔加工等 领域有着深厚的技术积累、领先的行业地位和显著的竞争优势。 上市以来,铜陵有色的业绩实现较大跨越。其中,2019年,铜陵有色的营业收入为929.15亿元,到2024 年营收增长至1455.31亿元;这五年,公司的归母净利润自8.31亿元增至 ...
队伍扩充!又有2家上市银行中期分红落地,六大行派发超2000亿
Xin Lang Cai Jing· 2025-09-28 00:38
9月以来,A股上市银行2025中期分红正在持续落地。 近日,沪农商行、长沙银行发布了2025年半年度权益分派实施公告,两家银行均于9月26日 发放现金红利。其中,沪农商行对普通股每股派发0.241元(含税),共计派发23.24亿元; 长沙银行每股派发0.2元(含税),共计派发8.04亿元。除了上述两家银行,常熟银行、民生 银行、苏农银行2025年中期分红方案均已派发完毕。 截至目前,已有17家A股上市银行发布2025年中期利润分配方案,其中,六家国有大行现金 分红总额合计达2046.57亿元,工行派发超500亿元,农行及建行均超400亿元,延续"大手 笔"分红。 17家银行公布中期分红方案,5家已落地 9月20日,沪农商行发布2025年半年度权益分派实施公告,其中显示,该行此次对普通股每 股派发现金红利0.241元(含税),共计派发现金红利23.24亿元,派发时间为9月26日。 实际上,在此次分红潮中,多家银行首次明确实施中期分红,包括招商银行、常熟银行、宁 波银行、苏农银行、张家港行、江阴银行、长沙银行等多家上市行。 其中,招商银行在半年报中指出,2025年度中期利润分配现金分红金额占半年度归属于该行 普通 ...
透视A股中期分红:合计派现超6000亿元 央企担当“中流砥柱”
Zheng Quan Ri Bao Wang· 2025-09-18 10:37
股权登记日即上市公司为确定股利分配对象而设定的股东名册截止日期,该日收盘时持有公司股票的投 资者可享有分红或配股权益。具体来看,上述18只A股中厦门吉比特(603444)网络技术股份有限公 司、山东信通电子(001388)股份有限公司、可孚医疗(301087)科技股份有限公司分红力度最大,每 10股分别拟派息66元、6元、6元。 根据对于上市公司权益分配方案的统计,18只A股于9月18日股权登记,派息日均为9月19日。其中,17 股拟派息,1股拟派息、转增或送股同时实施。 中期分红密集落地,折射了上市公司回报投资者的意愿显著提升。进入2025年,加入中期分红队列的上 市公司继续增多。数据显示,2025年共780家A股上市公司公布半年度现金分红方案,合计现金分红总 额6446亿元,远超去年同期水平,从实施进度看,303家已实施,其余则处于董事会预案或股东大会通 过阶段。 当下,A股上市公司中期分红正密集落地。 一年多次分红蔚然成风 近年来,相关部门多次部署加强市值管理。在此背景下,越来越多的上市公司不断丰富市值管理"工具 箱",其中分红是基础性手段。近年来,A股上市公司一年多次分红已成为新风向。从数据看,自20 ...
美联储降息“靴子落地”!指数跳水个股滞涨,还有哪些投资机会?
Sou Hu Cai Jing· 2025-09-18 07:15
Group 1: Dividend Trends - Since the introduction of the new "National Nine Articles" last year, many listed companies have adopted frequent dividend distributions as a means to enhance the stability, sustainability, and predictability of dividends [1] - In the Shanghai Stock Exchange, 406 listed companies have announced their semi-annual dividend plans, setting new records for both the number of companies and the total dividend amount [1] - Nearly 60% of these companies have consistently returned cash to investors through semi-annual dividends for two consecutive years, indicating a growing trend in mid-term dividends in the Shanghai market [1] Group 2: Coal Industry Performance - Despite improved cost control among coal enterprises, the net profit of sample companies in the first half of the year decreased by approximately 32% year-on-year, with a 15% quarter-on-quarter decline in the second quarter [3] - The mid-term dividend activity in the coal sector has increased, reflecting the leading companies' commitment to returning value to investors [3] - The supply-demand dynamics in the coal industry may improve in the second half of the year, potentially leading to a significant increase in coal prices compared to the second quarter [3] Group 3: Semiconductor Industry Growth - The semiconductor industry is experiencing growth driven by the explosive increase in artificial intelligence applications, with 66 out of 102 A-share companies in the digital chip design, analog chip design, integrated circuit manufacturing, and packaging sectors reporting profits in the first half of the year [3] - Among these, 38 companies achieved year-on-year net profit growth, while 7 companies turned losses into profits, indicating a positive trend across the semiconductor supply chain [3] Group 4: Fund Investment Trends - In the first half of 2025, Guotai Haitong emerged as the stock with the highest net buy amount by public funds, alongside significant purchases of stocks like Lanke Technology and Industrial Bank [5] - Public funds have shown a strong preference for financial stocks, with several banks demonstrating stable operations and improved asset quality, enhancing their risk resilience [5] - Public funds achieved a total investment income of 636.17 billion yuan in the first half of 2025, with equity and mixed funds contributing over 330 billion yuan to this figure [11]
华尔泰(001217) - 001217华尔泰投资者关系管理信息20250915
2025-09-15 09:22
Group 1: Company Performance and Projects - The company's energy-saving and environmental upgrade project for synthetic ammonia has been successfully accepted and put into production in the first half of 2025 [2] - The production and sales of the sulfuric acid series products are currently normal [2] Group 2: Shareholder Information - Investors can check the number of shareholders at the end of the reporting period in the company's quarterly, semi-annual, and annual reports [2] - Shareholders can visit the company with valid identification and proof of shareholding for inquiries regarding the number of shareholders [2] Group 3: Dividend and Profitability - The company currently has no plans for a mid-term dividend [3] - Information regarding the profitability for the first three quarters will be disclosed in future company announcements [3]
日照港股份有限公司关于2025年半年度业绩说明会召开情况的公告
Group 1 - The company held a half-year performance briefing on September 5, 2025, to communicate with investors and discuss its financial results [1] - The company reported a total cargo throughput of 238 million tons in the first half of the year, with bulk dry cargo and general cargo accounting for 167 million tons and container throughput reaching 3.66 million TEUs [3] - The company plans to implement a mid-term cash dividend for the first time, distributing 0.33 yuan per 10 shares, totaling 101 million yuan, which represents 28.34% of the net profit attributable to shareholders in the first half [5] Group 2 - The company experienced a decline in grain throughput due to reserve policies, while container throughput increased due to the stable operation of new container shipping routes [2] - For the second half of the year, the company aims to focus on "two enhancements" to increase revenue and maintain stable growth in bulk, container, and general cargo [4] - The company intends to enhance its supply chain service system and improve customer satisfaction through upgraded service levels [4]
宁波银行(002142):首推中期分红,活期存款占比上升
Wanlian Securities· 2025-09-05 11:17
Investment Rating - The investment rating for the company is "Buy" with a target of outperforming the market by more than 15% over the next six months [12]. Core Insights - The company plans to implement its first interim dividend, proposing a dividend of 0.3 yuan per share, which corresponds to a payout ratio of 13.4% [2]. - The total assets of the company grew by 14.4% year-on-year as of the end of 1H25, with loans increasing by 19.1% and financial investments by 12.7% [2]. - The net profit attributable to shareholders for 1H25 increased by 8.2% year-on-year, while revenue grew by 7.9% [2]. - The company reported a stable asset quality with a non-performing loan ratio of 0.76% as of 1H25, remaining unchanged year-on-year and quarter-on-quarter [3]. - The company has adjusted its profit forecast slightly, expecting net profit growth rates of 5.84%, 6.28%, and 7.73% for 2025-2027 [3]. Summary by Sections Financial Performance - In 2Q25, the company's revenue and net profit attributable to shareholders grew by 10.3% and 10.8% year-on-year, respectively [2]. - For 1H25, the company reported a revenue of 70,477 million yuan and a net profit of 28,711 million yuan, with growth rates of 7.9% and 8.2% year-on-year [4]. Asset Quality - The company maintained a non-performing loan ratio of 0.76% and a coverage ratio of 374.2% as of 1H25, indicating strong risk mitigation [3]. - The retail loan non-performing ratio increased by 18 basis points compared to the end of the previous year, with personal consumption loans seeing a rise of 22 basis points [3]. Growth Projections - The company forecasts its total assets to reach approximately 3,561.5 billion yuan by the end of 2025, with a projected loan total of 1,712.2 billion yuan [9]. - The expected earnings per share for 2025 is 4.35 yuan, with a price-to-earnings ratio of 6.50 [4].
日照港: 日照港关于2025年半年度业绩说明会召开情况的公告
Zheng Quan Zhi Xing· 2025-09-05 10:16
Group 1 - The company held a half-year performance briefing for 2025, attended by key executives including the chairman and general manager, to engage with investors [1][2] - In the first half of 2025, the company reported a total cargo throughput of 238 million tons, with bulk and general cargo accounting for 167 million tons and container throughput reaching 3.66 million TEUs [2] - The company achieved operating revenue of 3.668 billion yuan, total profit of 519 million yuan, and net profit attributable to shareholders of 358 million yuan [2] Group 2 - The company plans to focus on "two enhancements" in the second half of the year, aiming to increase revenue and optimize existing operations while ensuring stable growth in bulk, container, and general cargo [2] - The company will enhance its supply chain service system, leveraging port advantages to enrich supply chain projects and increase customer loyalty [2] - For the first time, the company will implement a mid-term dividend, distributing 28.34% of its profits [3]
多维度透视沪深2025年中报:谁在领衔增长?
Group 1: Overall Performance of Listed Companies - The total operating revenue of listed companies in Shanghai and Shenzhen reached 34.92 trillion yuan, with a net profit of 2.99 trillion yuan for the first half of 2025 [1] - Shenzhen companies achieved a total operating revenue of 10.24 trillion yuan, a year-on-year increase of 3.64%, and a net profit of 595.46 billion yuan, up 8.88% [1] - Shanghai companies reported operating revenue of 24.68 trillion yuan, a slight decrease of 1.3%, with a net profit of 2.39 trillion yuan, an increase of 1.1% [1] Group 2: Sector Performance - Emerging industries such as semiconductors, electronics, pharmaceuticals, and new energy are rapidly rising, while traditional industries like steel and machinery are seeking transformation [2] - The electronics sector in Shenzhen saw 253 companies generate 984.76 billion yuan in revenue, a 14.1% increase, and a net profit of 454.57 billion yuan, up 24.59% [3] - The computer industry in Shenzhen reported 501.25 billion yuan in revenue, a 13.74% increase, and a net profit of 122.85 billion yuan, up 26% [5] Group 3: R&D Investment - Shenzhen companies invested a total of 352.97 billion yuan in R&D, with significant contributions from companies like BYD and ZTE [9] - The R&D investment in strategic emerging industries in Shenzhen reached 92.46 billion yuan, a year-on-year increase of 22.36% [9] - Shanghai's R&D investment also hit a record high of 432.6 billion yuan, growing by 1% [9] Group 4: International Expansion - Over 830 manufacturing companies in Shanghai achieved overseas revenue of 1.1 trillion yuan, a 5% increase [11] - Shenzhen's strategic emerging industries reported overseas income of 434.66 billion yuan, a 23.59% increase, with a 29.22% share of total revenue [11] - Companies are diversifying their overseas markets, with significant growth in exports from firms like Huayou Cobalt and Quectel [12] Group 5: Dividend and Shareholder Returns - A total of 794 listed companies in Shanghai and Shenzhen announced mid-term dividends amounting to 643.81 billion yuan [12] - Shenzhen companies saw an 18.04% increase in the number of mid-term dividends declared, with a 49.51% increase in dividend amounts [12] - Companies are also increasing share buybacks, with Shenzhen firms announcing 230 buyback plans totaling 68.21 billion yuan [13]
中期分红井喷:央企压舱,制造业扩围
Sou Hu Cai Jing· 2025-09-04 11:11
Core Viewpoint - The mid-term dividend trend in A-shares is driven by policy guidance, corporate financial optimization, and changing market preferences, contributing to market stability and investor confidence [2][8]. Group 1: Dividend Trends - As of August 31, 818 A-share companies announced cash dividend plans, an increase of 141 companies compared to the previous year, with total cash dividends reaching 649.7 billion yuan and an overall payout ratio of 31.97% [2]. - The number of companies declaring mid-term dividends has significantly increased from 102 in 2022 to 677 in 2024, marking a new high [2]. - The total cash dividend amount this year exceeded 531.2 billion yuan from last year, representing a growth of over 22% [2]. Group 2: Industry Contributions - Traditional high-dividend sectors such as finance, telecommunications, and energy continue to dominate, with state-owned enterprises contributing 71% of the total dividend amount [3]. - China Mobile leads the dividend payout with 54.082 billion yuan, followed by Industrial and Commercial Bank of China and China Construction Bank with 50.4 billion yuan and 48.61 billion yuan, respectively [3]. - The banking sector has been particularly prominent, with the six major state-owned banks planning to distribute nearly 204.7 billion yuan in dividends, accounting for almost one-third of the total [3]. Group 3: Corporate Behavior and Investor Sentiment - More manufacturing companies, such as CRRC and Changan Automobile, have begun to announce mid-term dividends, indicating a broader distribution of dividend practices beyond traditional sectors [5]. - Companies implementing mid-term dividends signal stable operations and strong cash flow, enhancing investor trust [4]. - The trend towards more frequent dividends reflects a shift in investor focus from mere stock price appreciation to cash dividend capabilities [10]. Group 4: Regulatory and Market Dynamics - Regulatory policies, such as the "New National Nine Articles," have emphasized the importance of cash dividends, encouraging companies to enhance their dividend policies [8]. - Over 60% of companies that disclosed mid-term dividend plans reported a year-on-year increase in net profit, indicating strong underlying performance [9]. - The increasing presence of institutional investors has heightened the demand for stable cash flows, pressuring companies to improve their dividend offerings [9]. Group 5: Future Outlook - There is a growing expectation that the frequency of dividends in A-shares will increase, with some companies potentially adopting quarterly dividend distributions similar to those in mature markets [11]. - The evolving dividend culture is expected to transform the investment landscape, promoting a balance between financing and investor returns [10].