Wind数据显示，1月26日，2家公司共发布2个股票回购相关进展。其中，1家公司首次披露股票回购预 案，1家公司回购方案已实施完毕。从首次披露回购预案来看，当日共1家公司股票回购预案金额超千 万。中宠股份回购预案金额最高，拟回购不超2.0亿元。从已完成回购来看，当日共1家公司回购金额超 千万。凯发电气已完成回购金额最高，回购3172.82万元。截至1月26日，今年以来已有89个回购方案已 实施完毕，涉及72家公司，其中21家公司已完成回购金额超亿元。其中京东方A、雅戈尔、中远海控回 购金额居前，分别已完成回购15.00亿元、8.98亿元、8.25亿元。 ...

来自交易信息汇总：1月23日主力资金净流入3212.68万元，显示主力对山金国际的积极布局。 截至2026年1月23日收盘，山金国际(000975)报收于34.55元，上涨1.41%，换手率1.85%，成交量46.75万 手，成交额16.39亿元。 董秘最新回复 投资者： 张董您好，目前回购已无法执行，公司后续补救措施如何？ 董秘： 尊敬的投资者您好！回购股份的实施期限为自公司股东大会审议通过回购方案之日起12个月 内。后续公司会根据市场情况，在合规前提下择机实施回购，相关进展将及时履行信息披露义务。感谢 您的关注！ 当日关注点 交易信息汇总资金流向 1月23日主力资金净流入3212.68万元；游资资金净流出5049.29万元；散户资金净流入1836.61万元。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Core Viewpoint - Pop Mart's recent stock buyback action has not swayed short sellers' confidence, despite a significant rebound in stock price, indicating a growing risk for these positions [1] Group 1: Short Positions - As of January 22, short positions in Pop Mart accounted for approximately 8% of free-floating shares, up from 6% the previous week, marking the highest level since July 2023 [1] - The number of short positions reached about 60 million shares, an increase from 44 million shares a week prior [1] Group 2: Market Sentiment - While Pop Mart attempts to restore investor confidence through strong stock buyback measures, many traders remain skeptical about its long-term growth prospects [1] - The market landscape shows a divide, with bulls emphasizing new product launches and attractive valuation levels, while bears focus on signs of cooling demand in key overseas markets [1] Group 3: Analyst Insights - Bernstein's analyst Melinda Hu noted that the U.S. market continues to generate significant short positions, with local sales trends slowing down in January [1] - The recent stock price rebound is suspected to not be driven by fundamental factors, leading to speculation that short sellers may take the opportunity to increase their positions [1]

Core Viewpoint - Eastern Bankshares has decided to focus on organic growth and share buybacks rather than pursuing mergers and acquisitions, following criticism from activist investor HoldCo Asset Management [1][10]. Company Strategy - Eastern plans to utilize its excess capital for share repurchases, having already bought back 635,000 shares for $12.3 million and intends to seek board approval for further repurchase programs [2][10]. - CEO Denis Sheahan emphasized that the bank is not focused on M&A, stating that prioritizing organic growth and returning capital to shareholders will create meaningful value [3][10]. Financial Performance - In the fourth quarter, Eastern repurchased 3.1 million shares for $55.4 million, which is 26% of the authorized share repurchase program [8]. - The bank reported a net income of $99.5 million, a 63% increase year-over-year, with earnings per share at 46 cents, surpassing analyst expectations of 39 cents [12]. - Revenue reached $283.5 million, reflecting a nearly 31% year-over-year increase [12]. Cost Management - Noninterest expenses for the quarter were $189.4 million, up 37.7% from the previous year, partly due to merger-related costs and additional expenses from integrating HarborOne's employees [13]. Market Context - Eastern has faced scrutiny from HoldCo, which criticized the bank for depleting its excess capital through acquisitions and restructuring, urging it to consider selling itself to a larger bank [7][10]. - Other banks targeted by HoldCo have also shifted focus away from M&A towards organic growth and share buybacks [6][10].

此外，爱立信表示，将提议2025年每股派息3瑞典克朗，并推出150亿瑞典克朗的股票回购计划。分析师 此前预计每股派息3.76瑞典克朗。值得一提的是，这是爱立信自成立以来首次提出此类大规模的股票回 购提议。 智通财经APP获悉，周五，爱立信(ERIC.US)盘前涨近8%，料开盘势创近年新高，现报10.33美元。消息 面上，该公司公布了一份表现强劲的2025财年第四季度财务报告。爱立信第四季度调整后息税前利润 (EBITA)达到127亿瑞典克朗，与上年同期相比增长了24%，这一数字显著高于分析师此前预估的105亿 瑞典克朗。不仅如此，其调整后EBITA利润率更是提升至18.3%。在本季度，净利润表现格外突出，从 2024年同期的49亿瑞典克朗大幅飙升至86亿瑞典克朗，几乎实现了翻倍增长;稀释后每股收益也水涨船 高，从1.44瑞典克朗增至2.57瑞典克朗。 ...

港股龙头公司积极回购。 1月22日，小米集团公告称，公司拟回购不超过25亿港元小米集团的B类普通股，回购计划将于1月23日 正式启动。 2026年以来，港股市场主要指数整体保持震荡走强态势，港股市场回购金额超过110亿港元。行业龙头 公司的回购节奏和力度不减，其中，腾讯控股今年以来累计回购金额已超60亿港元。 不过，记者注意到，今年已有108家港股上市公司加入了回购队伍，较去年同期的121家有所减少，回购 金额缩水更为明显。 腾讯控股是"回购王" 回购是指上市公司利用流动现金从二级市场购回发行在外一定数额股票的行为，国内市场上的大规模回 购潮往往发生在下跌过程中，通常意味着上市公司认为当前自家股票的价格远低于其内在价值，同时， 也是借此向投资者表达当前股价已被严重低估的积极信号，以此来稳定投资者信心和公司股价。 在目前回购规模的基础上，小米集团等加码回购股票。 1月22日，小米集团公告称，公司已与一家独立经纪商签订协议，该经纪商将根据经纪协议所记载的预 定参数在港交所回购不超过25亿港元小米集团的B类普通股。此项自动股份回购计划将于1月23日正式 启动。 小米集团在公告中表示，实施自动股份回购计划可展示公司对 ...

Core Viewpoint - The article discusses the active share buyback activities of leading companies in the Hong Kong stock market, highlighting the ongoing trend despite a decrease in the number of companies participating in buybacks compared to the previous year [2][3]. Group 1: Share Buyback Activities - Xiaomi Group announced a plan to repurchase up to 2.5 billion HKD of its Class B shares, starting on January 23 [2][8]. - Since 2026, the Hong Kong stock market has seen a total buyback amount exceeding 11 billion HKD, with Tencent Holdings leading with over 6 billion HKD in buybacks this year [2][5]. - A total of 108 Hong Kong-listed companies have engaged in buybacks this year, a decrease from 121 companies in the same period last year, with a significant reduction in total buyback amounts [3][5]. Group 2: Notable Companies and Their Buybacks - Tencent Holdings has repurchased 10.2 million shares for a total of 6.36 billion HKD, while Xiaomi Group has repurchased 60.56 million shares for 2.25 billion HKD [5]. - Pop Mart conducted its first buyback in nearly two years, repurchasing shares at prices ranging from 177.7 to 194.9 HKD, which led to a rebound in its stock price [6]. - Kunlun Energy plans to buy back up to 8.659 million shares, potentially exceeding 600 million HKD, while Haier Smart Home announced a buyback plan for up to 200,000 euros [9]. Group 3: Market Context and Investor Sentiment - The article notes that share buybacks are often seen as a signal that companies believe their stock is undervalued, which can help stabilize investor confidence and stock prices [5][10]. - There is a growing trend of foreign capital returning to the Chinese market, with significant inflows noted, indicating renewed investor confidence in Chinese assets [11]. - Goldman Sachs has recommended overweighting Chinese stocks for 2026, citing significant undervaluation compared to global peers and predicting annual growth rates of 15% to 20% for the Chinese stock market [13].

Core Viewpoint - Midea Group announced a share buyback plan, investing RMB 110 million to repurchase 1.4306 million A-shares at a price range of RMB 76.74 to 76.99 per share [1] Group 1 - The company will execute the buyback on January 23, 2026 [1] - In conjunction with the buyback, the company will issue a total of 75,400 A-shares under the eighth and ninth stock option incentive plans [1]

安琪酵母公告称，2026 年 1 月 23 日公司董事会审议通过回购议案，将以 14.86 元/股回购注销 2024 年 度激励计划的 49,800 股限制性股票，价款 74.00 万元，资金为自有资金。回购完成后 10 日内申请注销 股票，公司注册资本将由 867,978,471 元减至 867,928,671 元。因减资，债权人可自接到通知起 30 日 内、未接到通知者自公告披露日起 45 日内申报债权，申报时间自 1 月 24 日起 45 天内。 ...

专题：聚焦美股2025年第四季度财报 瑞典电信设备制造商爱立信周五公布的季度收益远超市场预期，同时宣布计划通过股票回购向投资者返 还 150 亿瑞典克朗（约合 17 亿美元）。 该公司公布，2025 年第四季度调整后息税前利润（不含重组费用）为 122.6 亿瑞典克朗，高于英富特 （Infront）分析师调查给出的 100.9 亿瑞典克朗平均预期值。 作为全球仅有的两家西方网络设备供应商之一（另一家为诺基亚），爱立信去年迅速采取行动以适应美 国的进口关税政策，并持续推进深度重组计划，以应对 5G 投资疲软的挑战。 这家瑞典集团本月早些时候曾表示，将在本土裁员 1600 人以提升运营效率。 爱立信方面称，此次拟议的股票回购为公司首次开展此类操作，预计于 2026 年第一季度财报发布后启 动，持续至 2027 年。 同时，爱立信将年度股息从去年的每股 2.85 瑞典克朗上调至每股 3 瑞典克朗。 此次推出股票回购计划的背景，是爱立信现金流状况大幅改善，这得益于公司的成本削减举措，以及旗 下美国子公司艾科奈迪夫（Iconectiv）的出售交易。 该集团第四季度净销售额达 693 亿瑞典克朗，超出分析师 666 亿瑞 ...