证券日报网讯 1月7日，艾迪精密发布公告称，公司已获中信银行烟台分行出具不超1.8亿元、期限3年的 股票回购专项贷款承诺，专项用于回购股份；本次回购资金总额1亿元至2亿元，价格上限27元/股，期 限12个月，资金来源为自有及自筹，用途为转换可转债。 （文章来源：证券日报） ...

石四药集团回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2026.01.07 | 112.80 | 3.030 | 3.010 | 340.63 | | 2026.01.06 | 150.00 | 3.000 | 2.960 | 446.94 | | 2026.01.05 | 110.00 | 2.920 | 2.890 | 318.76 | （文章来源：证券时报网） 证券时报·数据宝统计，石四药集团在港交所公告显示，1月7日以每股3.010港元至3.030港元的价格回购 112.80万股，回购金额达340.63万港元。该股当日收盘价3.020港元，上涨0.67%，全天成交额1323.39万 港元。 自1月5日以来公司已连续3日进行回购，合计回购372.80万股，累计回购金额1106.34万港元。 其间该股 累计上涨5.59%。（数据宝） ...

格隆汇1月7日丨百利天恒(688506.SH)公布，近日，公司取得中国银行股份有限公司四川省分行出具的 《贷款承诺函》，主要内容如下：1、贷款承诺额度：不超过1.8亿元人民币；2、贷款期限：3年；3、 贷款用途：专项用于回购公司股份；本次股票回购具体贷款相关事项以双方正式签订的股票回购贷款合 同为准。 ...

近日，公司取得了中国银行股份有限公司山东省分行出具的《贷款承诺函》。 格隆汇1月7日丨东宏股份(603856.SH)公布，公司于2025年12月24日召开第四届董事会第二十三次会 议，审议通过了《关于以集中竞价交易方式回购公司股份的议案》，同意公司使用自有资金及自筹资金 以集中竞价交易方式回购公司股份，在未来适宜时机用于实施股权激励或员工持股计划，回购的资金总 额不低于人民币3000万元(含)且不超过6000万元(含)，回购价格不超过人民币19.37元/股，回购股份的实 施期限自公司董事会审议通过本次回购股份方案之日起12个月内。 ...

Group 1 - The report highlights a significant increase in stock buybacks and dividend commitments among listed companies, with A-share buyback amounts rising by 97% and buyback proposals increasing by 50% in December 2025 compared to November 2025 [5][10]. - In December 2025, the total amount of buyback transactions in A-shares reached approximately 232.6 billion, with 88 transactions recorded, marking a substantial increase from the previous month [10][11]. - The report identifies the top three companies with the largest proposed buyback amounts: China Metallurgical Group, ZTE Corporation, and Zhongju Hi-Tech, with proposed amounts of 10-20 billion, 10-12 billion, and 3-6 billion respectively [10][11]. Group 2 - The report notes that the total amount of buyback and increase loans applied for in December 2025 was approximately 1604.5 billion, with 788 transactions recorded, indicating a structural preference for buybacks over increases [8][9]. - The A-share market saw a 58% increase in actual buybacks by controlling shareholders in December 2025, with a total of 38.9 billion in buybacks, although the number of new buyback proposals dropped significantly by 82% [17]. - The report also provides insights into the Hong Kong stock market, where buyback amounts reached approximately 219.3 billion HKD in December 2025, a rise of 87% from the previous month, driven by stock price corrections [23][24]. Group 3 - The report emphasizes the importance of dividend commitments as a key component of shareholder returns, tracking new dividend commitments from listed companies, with notable companies listed for December 2025 [30][31]. - The report suggests a focus on companies with significant buyback and increase announcements, providing a list of companies for investor reference based on their fundamentals and current valuations [27][28].

Core Insights - The article emphasizes the importance of understanding that past performance does not guarantee future results, highlighting the need for careful analysis before making investment decisions [2][3] Group 1 - The article discusses the lack of any current stock or derivative positions held by the author in the companies mentioned, indicating a neutral stance [1] - It clarifies that the information presented is believed to be factual and up-to-date, but does not guarantee accuracy, suggesting that readers should conduct their own research [2] - The article notes that the views expressed may not reflect those of the platform as a whole, indicating a diversity of opinions among contributors [3]

2026 年 01 月 07 日 AH 股回购金额大幅增长，关注新发 布分红承诺公司 ——上市公司回购、增持、分红月度跟踪（2025 年 12 月） 相关研究 《笃定前行，增持再贷款与预案金 额均大幅增长——上市公司回购增 持月度跟踪（2025 年 11 月）》 2025/12/04 证券分析师 研究支持 牟瑾瑾 A0230524100002 mujj@swsresearch.com 联系人 牟瑾瑾 A0230524100002 mujj@swsresearch.com 本研究报告仅通过邮件提供给 中庚基金 使用。1 A 股 策 略 证 券 研 究 报 告 请务必仔细阅读正文之后的各项信息披露与声明 策 略 牟瑾瑾 A0230524100002 mujj@swsresearch.com 陆灏川 A0230520080001 luhc@swsresearch.com 王雪蓉 A0230523070003 wangxr@swsresearch.com 王胜 A0230511060001 wangsheng@swsresearch.com 研 究 ⚫ 2024 年 9 月 24 日，国务院举行新闻发布会，央行行长潘 ...

星展发表研究报告指，估计保诚可从印度合资资产管理公司IPAMC的IPO中获得11.9亿美元。该行预 计，保诚未来两年的股东回报将达到7%至9%。由于保诚此前表示有意通过股票回购将所有收益返还予 股东，这意味着其股东回报可增加6.5%。该行将保诚目标价由126港元上调至138港元，维持"买入"评 级。 ...

Contactless card payment at a warehouse checkout highlights Visa payments, Walmart scale and Amazon-style logistics growth. Key Points Nothing catches the eye of growth investors like pure play AI stocks such as Palantir, which saw earnings growth of 129% last year.   Despite their allure, pure AI plays are inherently more volatile and prone to dramatic price swings.   Over the past five years, Visa, Walmart, and Amazon have demonstrated reliable and sustainable EPS growth. Interested in Visa Inc.? He ...

（文章来源：证券时报网） 今年以来该股累计进行3次回购，合计回购140.00万股，累计回购金额461.20万港元。（数据宝） 明源云回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2026.01.06 | 100.00 | 3.300 | 3.270 | 328.56 | | 2026.01.05 | 20.00 | 3.280 | 3.270 | 65.53 | | 2026.01.02 | 20.00 | 3.370 | 3.340 | 67.10 | 证券时报·数据宝统计，明源云在港交所公告显示，1月6日以每股3.270港元至3.300港元的价格回购 100.00万股，回购金额达328.56万港元。该股当日收盘价3.290港元，上涨0.61%，全天成交额2209.61万 港元。 自2025年10月30日以来公司已连续46日进行回购，合计回购6332.10万股，累计回购金额2.01亿港元。 其间该股累计下跌0.90%。 ...