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保利联合:将持续推进市值管理相关工作
Sou Hu Cai Jing· 2025-12-25 07:21
有投资者在互动平台向保利联合提问:"12月24号的央企负责人会议中,强调央企要做好并购重组和市 值管理,作为民爆行业的龙头央企,市值却只有47亿,远不及易普力,甚者不如一个区域小国企高争民 爆,长期价值投资者认为,保利联合的行业地位、大股东背景、公司管理都高于易普力,其内在价值远 高于易普力,市值一定会超过易普力,对此,您是否赞同?" 声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 来源:市场资讯 针对上述提问,保利联合回应称:"您好,感谢您对公司的关注!公司将持续聚焦主责主业,围绕重大 战略与重要布局,坚持科技创新驱动,推动智能化爆破技术升级,并加强市场拓展及精益管理,持续推 动公司经营业绩及核心竞争能力的提升。同时公司也将持续推进市值管理相关工作。谢谢关注!" ...
政策层面又迎利好!央企红利ETF(561580)19个交易日持续“吸金”、份额刷新近两年新高
Xin Lang Cai Jing· 2025-12-25 06:51
Group 1 - The core viewpoint of the article highlights the positive signals from policy levels, particularly the State-owned Assets Supervision and Administration Commission (SASAC) emphasizing the enhancement of market value management and shareholder returns for listed central enterprises, which is expected to improve profitability and dividend capacity of these companies [1][8] - The recent policy catalyzed a rebound in the dividend sector, with high-dividend sectors such as banking, non-bank financials, oil and petrochemicals, and public utilities continuing to rise [1][8] Group 2 - The SASAC meeting outlined key tasks for central enterprises in 2026, including strengthening the quality and market value management of listed companies, promoting strategic and professional restructuring, and enhancing the contractual management level of managerial members [2][9] - The central enterprise dividend ETF (561580) has seen continuous net inflows for 19 trading days, accumulating 387 million yuan, reaching a new high in both scale and shares, with respective figures of 1.112 billion yuan and 897 million shares, marking increases of 74% and 70% in 2025 [3][10] Group 3 - The central enterprise dividend index, which the ETF tracks, is noted for its high dividend yield of 4.90%, significantly higher than the current 10-year government bond yield of 1.84%, indicating a favorable investment opportunity for long-term funds seeking enhanced returns in a low-interest environment [3][10] - The cumulative cash dividends of the central enterprise dividend index's constituent stocks reached 392.3 billion yuan, accounting for 57% of the total cash dividends in the A-share market, outperforming other mainstream dividend indices [4][11] Group 4 - The central enterprise dividend full return index has increased by 10.18% since the beginning of 2025, outperforming other mainstream dividend full return indices, demonstrating strong resilience in a relatively volatile market [4][12] - The total management scale of the "dividend family" under Huatai-PB Fund, which includes multiple dividend ETFs, reached 50.886 billion yuan as of December 24, 2025, showcasing the firm's extensive experience in managing dividend-themed index investments [5][12]
深圳市力合科创股份有限公司第六届董事会第二十次会议决议公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002243 证券简称:力合科创 公告编号:2025-060号 深圳市力合科创股份有限公司 第六届董事会第二十次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 深圳市力合科创股份有限公司(以下简称"公司")第六届董事会第二十次会议于2025年12月24日在公司 会议室以现场方式召开。本次董事会会议通知已于2025年12月19日以电子邮件方式送达给全体董事和高 级管理人员。本次应参加会议的董事9人,实际参加会议的董事9人。本次会议由董事长贺臻先生召集和 主持,公司全体高级管理人员列席了本次会议。会议的内容以及召集、召开的方式、程序均符合《公司 法》和《公司章程》的规定。经全体与会董事表决,通过以下决议: 一、会议以9票同意、0票反对、0票弃权,审议并通过了《关于制定〈市值管理制度〉的议案》; 《市值管理制度》刊登在2025年12月25日巨潮资讯网www.cninfo.com.cn。 二、会议以9票同意、0票反对、0票弃权,审议并通过了《关于全资子公司为其控股子公司向关联方申 请授信额度提供 ...
股民惊呆!一券商88年首席分析师“吹票”,收取18万“好处费”!判了
中国基金报· 2025-12-24 15:05
Core Viewpoint - The article discusses a recent criminal case involving two analysts from a brokerage firm who were convicted of accepting bribes to enhance the market visibility of a listed company, highlighting ongoing issues of unethical practices in the financial industry [2][4][8]. Group 1: Case Details - The two analysts, Zou and Cheng, received bribes of 180,000 yuan and 50,000 yuan respectively to write favorable research reports for Jiangsu Litong Electronics Co., Ltd. [4] - Zou was responsible for organizing the report writing and received the larger sum, while Cheng facilitated communication and delivered the cash [4]. - Both analysts confessed to their crimes, leading to their convictions for non-state personnel bribery [4][5]. Group 2: Court Sentencing - The court sentenced Zou to ten months in prison with a one-year probation and a fine of 100,000 yuan, while Cheng received an eight-month sentence with similar probation and fine [5]. - The court also mandated that both individuals comply with community supervision and engage in community service after their release [6]. Group 3: Industry Implications - The case underscores a persistent issue in the brokerage industry where analysts may collude with market manipulators to issue favorable reports, often leading to misleading market signals [8]. - Regulatory scrutiny has intensified in recent years, particularly concerning the public statements made by chief economists and analysts, aiming to curb such unethical practices [8].
中化装备:公司在主营业务领域的市场规模将进一步增大
Zheng Quan Ri Bao· 2025-12-24 14:13
证券日报网讯 12月24日,中化装备在互动平台回答投资者提问时表示,公司二级市场股价受到宏观经 济、政策环境、行业变化等多重因素影响,公司高度关注股价走势以及投资者权益的保护。2025年初, 公司制定了全年市值管理相关工作计划,提升信息披露工作质量,做好重大信息的及时、主动披露;加 强投关工作管理,通过多种方式加强与投资者的互动交流,强化与资本市场的沟通,向资本市场及时传 递业务亮点、公司投资价值。2025年3月5日,公司披露《关于"提质增效重回报"行动方案的公告》, 2025年半年度报告中披露了相关的进展情况,践行以"投资者为中心"的发展理念,推动公司高质量发展 和投资价值提升,切实履行上市公司的责任和义务,保护投资者尤其是中小投资者合法权益。6月18 日,公司2024年度股东会审议通过的《关于拟执行以股份回购方式替代分红的承诺的议案》,并于9月 26日完成股份回购,已实际回购公司股份累计1111600股,占公司总股本的比例为0.2247%,回购最高价 格8.99元/股,回购最低价格8.29元/股,回购均价8.85元/股,使用资金总额9835320元(不含交易费 用)。7月25日公司董事会审议通过了关于发行 ...
四川美丰:公司将依法合规做好市值管理相关工作
Zheng Quan Ri Bao Wang· 2025-12-24 13:42
证券日报网讯12月24日,四川美丰(000731)在互动平台回答投资者提问时表示,公司将坚持以提高发 展质量为核心,依法合规做好市值管理相关工作,努力为投资者创造稳定持久的长期价值。 ...
炬申股份(001202) - 2025年12月24日投资者关系活动记录表
2025-12-24 13:38
| | 一方面公司将全力以赴做好各项经营工作,以提高公司内 | | --- | --- | | | 在价值。另一方面,将不断完善公司治理,提升信息披露 | | | 质量,强化股东回报,多途径与投资者保持良好的沟通和 | | | 交流。 | | | 2、公司对客户的信用政策如何? | | | 答:公司一般根据客户的信用状况、业务规模及财务状况 | | | 等,综合评定客户的信用政策,一般分为预付、批结和月 | | | 结。 | | | 3、公司AGV设备用于哪个场景较多? | | | 答:公司AGV(Automated Guided Vehicle)设备通过 | | | 预设路径等,主要用于部分棉纱业务的装卸、搬运作业。 | | | 4、公司如何在现有的基础上继续扩大市场? | | | 答:公司将继续深耕国内大宗商品物流市场,在巩固现有 | | | 业务的基础上,密切关注行业政策、市场需求等,不断开 | | | 拓新市场、新客户、新服务品类,加强仓储设施、物流网 | | | 络建设,持续巩固大宗商品物流服务优势,不断提升管理 | | | 服务效能。同时深入实施"走出去"战略,抓住海外市场 | | | 机会,在几 ...
四川美丰:公司将继续依法合规做好市值管理工作
Zheng Quan Ri Bao Wang· 2025-12-24 13:10
Group 1 - The company aims to enhance the quality of the listed company and increase its value creation capability [1] - The company will continue to manage its market value in compliance with laws and regulations [1] - The company is focused on promoting the simultaneous improvement of development quality and investment value [1]
埃科光电:公司始终高度重视市值和投资者回报
Zheng Quan Ri Bao· 2025-12-24 13:06
Core Viewpoint - The company emphasizes the importance of market value and investor returns, acknowledging that stock prices are influenced by macroeconomic factors, market sentiment, and investment preferences [2] Group 1: Company Strategy - The company is committed to enhancing its profitability and market competitiveness through improving technological capabilities, optimizing product structure, and expanding market share [2] - The goal is to create greater value for shareholders and improve performance in the capital market [2] Group 2: Investor Engagement - The company encourages investors to focus more on its fundamentals and long-term value rather than short-term market fluctuations [2]
山东路桥20151223
2025-12-24 12:57
山东路桥 20151223 摘要 山东路桥因三季度分红导致转股价下调,未来计划加大分红力度,以吸 引机构投资者并促使可转债转换为股票。分红决策受业绩、国资委考核 (2026 年)及现金流状况等多重因素影响。 国家专项债对山东路桥的基建项目资金支持有积极作用,但短期内支付 速度和到位情况改善不明显,整体大环境正在改善。 山东路桥未来一到两年的业绩预期取决于国家及山东省十五五规划,通 车及在建里程目标是关键指标,公司业绩增长需结合具体基建规划情况。 山东路桥省内项目毛利率稳定在 8%-13.5%,省外项目毛利率略低。养 护项目毛利率最高,其次是成熟的路桥综合类项目。内部高速集团项目 毛利率及支付优质度均高于外部项目。 面对现金流压力,山东路桥将通过加强催收、解决两金清欠、利用三 A 级平台优势及低息专项贷款等方式支持分红,以满足国资委考核要求和 解决破净问题。 国资委预计在 2026 年正式出台针对国有上市公司的考核文件,市值管 理和股价考核将是重点,可能包括股价、分红、市值管理以及 ESG 等方 面,具体比例和形式尚未确定。 Q&A 山东路桥在可转债方面的操作计划是什么? 山东路桥的目标是尽可能促使可转债转股。 ...