（文章来源：证券日报） 证券日报网讯 9月2日晚间，振华重工发布公告称，公司拟在2025年5月28日至2026年5月27日期间通过 上海证券交易所股票交易系统以集中竞价交易方式回购公司发行的人民币普通股（A股）股票，用于减 少公司注册资本。回购股份的价格上限为人民币6.93元/股，回购的资金总额不低于人民币5，000万元 （含）且不超过人民币10，000万元（含）。截至2025年8月31日，公司暂未回购股份，公司后续将根据 市场情况择机实施本次回购计划。 ...

Core Viewpoint - Midea Group has disclosed the progress of its share repurchase plans, indicating significant financial commitment to enhance shareholder value through stock buybacks [1] Summary by Relevant Categories Share Repurchase Plans - The company has initiated a share repurchase plan for A-shares amounting to 15-30 billion CNY, with a total of 20.56 million shares repurchased as of August 29, 2025, representing 0.2679% of the total share capital, at a total expenditure of 1.51 billion CNY (excluding transaction fees) [1] - Additionally, under a separate plan of 50-100 billion CNY, the company has repurchased 40.66 million A-shares, accounting for 0.5297% of the total share capital, with a total payment of 2.92 billion CNY (excluding transaction fees) as of the same date [1]

宁德时代9月2日公告，截至2025年8月31日，公司通过深圳证券交易所股票交易系统以集中竞价交易方 式累计回购公司A股股份869万股，占公司同日A股总股本的0.1973%，最高成交价为290元/股，最低成 交价为231.5元/股，成交总金额为人民币21.31亿元（不含交易费用）。公司后续将继续实施本次回购计 划，并及时履行信息披露义务。 登录新浪财经APP 搜索【信披】查看更多考评等级 ...

Summary of Key Points Core Viewpoint - China Eastern Airlines Corporation Limited (00670) announced that as of August 31, 2025, it had not conducted any A-share repurchases, with a total of 89.55 million A-shares repurchased, representing approximately 0.4017% of the total share capital [1] A-Share Repurchase Details - The total number of A-shares repurchased is 89.55 million [1] - The highest repurchase price for A-shares was 4.10 CNY per share, while the lowest was 3.53 CNY per share [1] - The total amount spent on A-share repurchases was approximately 337 million CNY, excluding transaction fees [1] H-Share Repurchase Details - The total number of H-shares repurchased is 114 million [1] - The highest repurchase price for H-shares was 3.03 HKD per share, while the lowest was 2.26 HKD per share [1] - The total amount spent on H-share repurchases was approximately 311 million HKD, excluding transaction fees [1]

Core Viewpoint - The article discusses the significant stock buyback and dividend increase activities of major tech companies, particularly Nvidia, amidst a booming stock market driven by the "Seven Sisters" tech giants, indicating a strategic move to balance shareholder returns with substantial investments in AI development [2][11]. Group 1: Stock Performance and Buybacks - The Nasdaq and S&P 500 indices have seen year-to-date increases of 11.11% and 9.84%, reaching 21,455.55 points and 6,460.26 points respectively, largely driven by strong performances from major tech companies [2]. - Nvidia's stock price has surged approximately 10.93 times from the beginning of 2023, reflecting its robust market position and confidence in future growth [4]. - Nvidia has returned $24.3 billion to shareholders through buybacks and dividends by the end of July 2025, with an additional $74.7 billion in buyback authorization remaining [4]. Group 2: Dividend Increases - Nvidia increased its dividend by 41.86% in the first half of the 2026 fiscal year, distributing $488 million [4]. - Meta has repurchased $23.16 billion worth of shares in the first half of the year and increased its dividend by 5% starting from Q1 2025 [7]. - Google repurchased $28.564 billion worth of shares and also raised its quarterly cash dividend by 5% [8]. Group 3: Capital Expenditure and Strategic Investments - Major tech companies are increasing capital expenditures to strengthen their AI development capabilities, with Apple planning to invest $500 billion in the U.S. over the next four years [6]. - Meta's capital expenditure for 2024 is projected at $39.2 billion, with an increase in its 2025 budget from $64-72 billion to $66-72 billion, indicating a growth of at least 68% [7]. - Microsoft has seen significant increases in capital expenditures, with a 74.61% rise in 2024 and a 58.35% rise in 2025, reaching $55.7 billion and $88.2 billion respectively [9]. Group 4: Strategic Implications of Buybacks and Dividends - The buyback and dividend strategies are not merely for shareholder returns but are aimed at paving the way for larger capital expenditures to maintain a competitive edge in the AI race [11]. - These companies aim to reassure shareholders while investing heavily in long-term, high-risk AI infrastructure, balancing immediate cash returns with future growth potential [12]. - The generous buyback programs reflect a rational economic approach, exchanging short-term benefits for long-term strategic support, ultimately focusing on maximizing future value in AI development [12].

Group 1 - The company Mengniu Dairy (02319) announced a share buyback plan, intending to repurchase 1 million shares at a total cost of HKD 14.9742 million [1] - The buyback price range is set between HKD 14.87 and HKD 15.08 per share [1]

中国石油化工股份(00386)发布公告，2025年8月22日，公司首次实施本轮A股回购。截至2025年8月31 日，公司本轮已累计回购A股股份1720万股，占公司总股本的比例为0.01%，购买的最高价为人民币 5.86元/股、最低价为人民币5.77元/股，已支付的总金额为人民币9980.6万元(不含交易费用)。 ...

（原标题：腾讯开启新一轮回购！连续11日累计回购超60亿港元） 【导读】8月以来，腾讯连续11日累计回购超60亿港元，居同期第一 8月18日起，腾讯已连续11个交易日实施回购，累计回购60.57亿港元，居同期第一。拉长时间，2025年年内，腾讯累计回购金额仍居同期第一， 互联网和金融头部公司仍是港股回购主力。 腾讯开启新一轮回购，连续11日累计回购超60亿港元 在财报"静默期"结束后，腾讯控股开启新一轮回购。 wind数据显示，进入8月，8月18日至9月1日，腾讯已连续11个交易日实施回购，累计回购60.57亿港元，每笔回购金额约为5.5亿港元。 分析人士表示，一方面，回购释放股价低估信号；另一方面，大规模回购需要充沛现金流作为支持。公司回购还有助于增厚EPS（每股收益）， 提高ROE水平。尤其是互联网龙头和金融巨头等，在近年加大股票回购行为，获得较高的回购收益率。 目前，恒生科技指数估值处于历史相对低位，腾讯在股价走高后，仍大手笔回购，或也折港股科技板块的配置性价比。 回购力度居港股第一 8月以来，腾讯以60.57亿港元的累计回购金额，居港股第一。同期累计回购金额居前的还有金融股汇丰控股、恒生银行，以及同为 ...

腾讯开启新一轮回购，连续11日累计回购超60亿港元 在财报"静默期"结束后，腾讯控股开启新一轮回购。 8月18日起，腾讯已连续11个交易日实施回购，累计回购60.57亿港元，居同期第一。拉长时间，2025年年内，腾讯累计回购金额仍居同期第一，互联网和 金融头部公司仍是港股回购主力。 数据显示，进入8月，8月18日至9月1日，腾讯已连续11个交易日实施回购，累计回购60.57亿港元，每笔回购金额约为5.5亿港元。 | 起始日期： 2025-08-01 | | --- | 【导读】8月以来，腾讯连续11日累计回购超60亿港元，居同期第一 目前，恒生科技指数估值处于历史相对低位，腾讯在股价走高后，仍大手笔回购，或也折港股科技板块的配置性价比。 回购力度居港股第一 8月以来，腾讯以60.57亿港元的累计回购金额，居港股第一。同期累计回购金额居前的还有金融股汇丰控股、恒生银行，以及同为互联网股的快手等。 | 123 Fri 120 - | 1 6 V Ku S - V 1 - V 1 | For As fund 20 = has V low W has V the | | | | | | --- | --- | --- ...

【 导读 】 8月以来，腾讯连续11日累计回购超60亿港元，居同期第一 中国基金报记者 储是 8月18日起 ，腾讯已连续 11 个交易日实施回购， 累计回购60.57亿港元，居同期第一。拉长时间，2025年年内，腾讯累计回购金额仍居 同期第一，互联网和金融头部公司仍是港股回购主力。 腾讯开启新一轮回购，连续11日累计回购超60亿港元 在 财报 "静默期"结束后，腾讯控股 开启新一轮回购。 wind数据显示，进入8月，8月18日至9月1 日，腾讯已连续 11 个交易日实施回购， 累计回购60.57亿港元，每笔回购金额约为5.5亿港 元。 本轮连续回购前，8月13日盘后，腾讯公布了二季报，营利双增。数据显示，第二季度，腾讯营收同比增长15%至1845亿元，超出市场预 估的1789.4亿元；经营利润为692.5亿元，同比增长18%。 8月14日，腾讯盘中再度突破了600港元/股。截至9月2日，今年以来，腾讯股价涨幅为45.26%，超过2024年全年股价涨幅 （43.26%）。 中国基金报记者注意到，相较于2024年，腾讯2025年的回购力度有所减弱。2024年，腾讯全年累计回购1120亿港元的公司股票。截至目 前， ...