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格力电器:近10年分红15次,自2020年来累计回购约300亿元
Sou Hu Cai Jing· 2025-12-03 13:15
来源:市场资讯 针对上述提问,格力电器回应称:"尊敬的投资者,感谢您对公司发展的持续关注、对管理层及全体员 工付出的认可,以及对公司持续稳定分红的肯定。关于市值管理,公司坚持以高质量经营为根基,积极 通过分红、回购等多种方式提升公司投资价值。分红方面,公司近十年、近五年累计分红金额在A股上 市公司(剔除金融石油石化行业)中分别位列第七位、第八位,近10年实施分红15次(含拟实施2025年 中期分配预案),分红水平、分红持续性及稳定性均位于上市公司前列。回购方面,自2020年以来公司 累计回购股份约6.17亿股,回购总金额约300亿元,累计注销约4.15亿股,占注销前总股本的6.89%。关 于股东回报规划,公司董事会将结合市场环境、经营状况及资金规划等因素综合考虑。感谢您对公司的 关注与支持!" 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。 有投资者在互动平台向格力电器提问:"董秘您好,我是一名格力6年的股东,感谢董总及各位同事的辛 苦付出,让股东们每年都有稳定的分红。但是格力确实给人不关心股价的态度,董总也确实表态不关心 股价。但是格力确实是上市公司,应该积极的去 ...
大中矿业:公司股价受多重复杂因素的影响
Zheng Quan Ri Bao Wang· 2025-12-03 13:15
Core Viewpoint - The company's stock price is influenced by multiple complex factors including macroeconomic environment, industry policies, overall market sentiment, and sector rotation [1] Group 1: Company Operations - The company emphasizes the importance of market value management and states that all production and operational activities are normal [1] - The company obtained a mining license for the Hunan Jijiao Mountain lithium mine in October, marking significant progress for its lithium mining project [1] Group 2: Industry Context - The company benefits from favorable developments in downstream industries such as new energy vehicles and energy storage, maintaining high market attention on the lithium battery industry chain and lithium resources [1] - The company asserts that there is no irrational speculation surrounding its stock [1]
九华旅游:公司重视股东回报
Zheng Quan Ri Bao Wang· 2025-12-03 13:11
证券日报网讯12月3日,九华旅游(603199)在互动平台回答投资者提问时表示,公司重视股东回报, 坚持市值管理的核心逻辑,聚焦主责主业、拓展产业链布局、强化市场开发、提升经营业绩,努力为投 资者创造长期投资价值。 ...
国药一致:公司高度重视市值管理工作
Zheng Quan Ri Bao· 2025-12-03 07:37
(文章来源:证券日报) 证券日报网讯 12月3日,国药一致在互动平台回答投资者提问时表示,公司高度重视市值管理工作,围 绕稳经营、提质效,做强医药分销及零售主业,提高分红比率,加强与投资者交流,持续提升信息披露 质量等方式增进市场认同,努力推动公司价值合理反映上市公司质量。 ...
华源控股(002787) - 002787华源控股投资者关系管理信息20251203
2025-12-03 05:38
Group 1: Company Performance and Strategy - The company's main business in metal and plastic packaging is performing normally, with a focus on the chemical, lubricating oil, and food industries [2] - The company aims to explore new business opportunities while deepening its core business, promoting sustainable development [2] - The company has established production bases in multiple locations, including Suzhou, Guangzhou, and Tianjin, to enhance customer service and reduce logistics costs [6][7] Group 2: Semiconductor Investments - The establishment of Suzhou Huayuan Semiconductor Co., Ltd. aims to create an operational entity for the company's transition into integrated circuits and information technology [3] - The company has acquired a 46% stake in Wuxi Nuanchip Semiconductor Technology Co., Ltd., marking a significant step in its semiconductor strategy [4] - Strategic cooperation with Shanghai Huanding Integrated Circuit is expected to diversify the company's layout and create new profit growth opportunities [4] Group 3: Share Repurchase Plans - The company recently completed a share repurchase plan of 39.9 million yuan and announced a new plan to repurchase between 30 million to 60 million yuan worth of shares [5] - The repurchase strategy is based on the company's confidence in its value and future development prospects, aimed at enhancing investor confidence and returns [5] Group 4: Future Outlook and Innovation - The company is committed to technological innovation and process transformation to improve its product structure and overall profitability [7] - Plans include focusing on lightweight and recyclable packaging materials, responding to customer needs, and ensuring high-quality product delivery [7] - The company is actively considering mergers and acquisitions in high-end intelligent manufacturing, particularly in semiconductor processing and robotics [7]
保利发展20251202
2025-12-03 02:12
保利发展 20251202 摘要 保利发展面临老项目带来的经营压力,通过调整存量土地、换退地等方 式积极应对,而非依赖报表减值。公司过去几年已结转亏损项目超 400 亿元,实质性消化存量压力,并计划在年底重新评估所有项目,以确保 业绩稳定并逐步缓解历史包袱。 公司目前已售未结货值接近 3,000 亿元,整体毛利率约 13-14%。增量 资源未售货值不到 1,000 万平方米,均价约 3 万元/平方米;存量已开 工部分 2,100 万平方米,今年销售均价 1.1 万-1.5 万元/平方米;未开 工土地 2,700 万平方米,账面价值 800-900 亿元,计划通过调整换退 改善资源价值。 增量项目净利润率预计在 6%-8%之间,而存量项目受市场下行影响, 整体毛利率接近于零甚至亏损。公司预计存量项目未来仍面临一定压力, 但将通过增量项目带动存量,改善资源质量,加快调整存量带来的利润 压力。 2025 年前 10 个月拓展金额达 600 多亿元,投资主要集中在 38 个核心 城市,其中 10 个城市占七八成投资额。公司对广州市场持乐观态度, 认为其改善需求潜力巨大,并关注产品提质逻辑。 Q&A 保利发展资金安全, ...
峨眉山20251202
2025-12-03 02:12
Summary of Emei Mountain Company Conference Call Industry and Company Overview - The conference call pertains to Emei Mountain Company, which operates in the tourism industry, specifically focusing on the Emei Mountain scenic area and its related services such as ticketing, cable cars, and hotel accommodations [2][10]. Key Points and Arguments - **Technological Empowerment**: Emei Mountain is actively exploring technological innovations to enhance visitor interaction and experience, aiming to increase tourist flow and related revenues from tickets, cable cars, and hotels. This initiative is primarily managed by subsidiaries Shitu Network and Lingchuang [2][3]. - **Leshan Airport Development**: The upcoming opening of Leshan Airport is seen as a significant opportunity. The company plans to enhance marketing efforts to improve awareness of travel convenience to Emei Mountain and develop corresponding travel routes, while continuing to promote joint tourism routes with the Leshan Giant Buddha [2][6]. - **Golden Summit Cableway Project**: The approval process for the Golden Summit cableway renovation is complex, requiring national-level approvals. The project is part of the 2025 capital expenditure plan, with no significant changes in investment scale or amount anticipated [2][7][8]. - **High Debt Ratio**: The company's high asset-liability ratio is attributed to its strategic development as a wholly state-owned enterprise, which also undertakes some tourism infrastructure construction responsibilities. Currently, there are no plans for equity pledge financing [2][9][10]. - **Social Responsibility and Marketing**: The company is conducting free ticket and cable car promotions as part of its social responsibility and marketing strategy, aimed at enhancing its market value management, which is a long-term goal [5][10]. - **New Product Launches**: Emei Mountain's tea brand, Emei Snow Bud, has introduced new products like beer, with efforts underway to enhance marketing and brand influence, aiming to make these products a highlight of sales revenue [5][11]. - **Impact of Holiday Policies**: National holiday policies, such as the Spring and Autumn holidays, positively influence tourist flow. The company plans to leverage these policies with targeted marketing activities and develop specific tourism products for these periods [5][12]. - **Visitor Demographics**: Post-introduction of the Autumn holiday, there has been a positive impact on visitor numbers, with approximately 80% of visitors being individual travelers and over 50% being under the age of 45 [12]. Other Important Information - The company is currently in a phase of exploring AI and robotics, which is not expected to yield significant short-term profits but is aimed at attracting younger demographics and enhancing visitor experiences [3]. - The company is not facing any competition issues with its new major shareholder, as per the strategic decisions made by the local government [10]. - The company is committed to ongoing communication regarding project updates and operational timelines through official announcements [7][8].
广东冠豪高新技术股份有限公司第九届董事会第十次会议决议公告
证券代码:600433 证券简称:冠豪高新 公告编号:2025-048 广东冠豪高新技术股份有限公司 第九届董事会第十次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 广东冠豪高新技术股份有限公司(以下简称"公司")第九届董事会第十次会议于2025年12月2日以现场 结合通讯方式召开。会议通知及会议材料于2025年11月24日以电子邮件方式送达各位董事。会议应参加 董事8人,实际参加董事8人,会议通知和召开程序符合《公司法》及《公司章程》的有关规定,本次会 议由公司董事长李飞先生主持。 相关内容详见2025年12月3日刊登于上海证券交易所网站www.sse.com.cn《冠豪高新市值管理制度》。 (五)董事会以 8 票同意、 0 票反对、 0 票弃权审议通过了《关于公司风险评估结果及风险应对策略、 应对方案的议案》 二、董事会会议审议情况 (一)董事会以 8 票同意、 0 票反对、 0 票弃权审议通过了《关于制定〈经理层工作规则〉的议案》 为深入贯彻落实习近平总书记关于"两个一以贯之"的重 ...
价值在线刘守卫:上市公司应该如何正确进行市值管理?
Jing Ji Guan Cha Wang· 2025-12-02 14:05
他进一步表示,上述正向循环机制可以拆分为三个环节:首先是价值创造,提升企业的经营质量;其次是通过价值传播的方式和资本市场沟通,让资本市场 了解并认可企业;最后则是价值经营,即市值提升之后再用资本运作的手段反哺到生产经营,从而实现经营质量提升。也就是说,价值创造和价值经营的目 的都是为了提升企业的经营质量,其中价值创造是基础,价值经营是杠杆,基础要打牢,杠杆才有意义,价值传播才会顺理成章。 经济观察报记者 邹永勤 2025年12月1日,深圳价值在线信息科技股份有限公司联合创始人刘守卫在当天召开的"2025中国AI赛道与ESG可持续发展大会"上,发表了其对当前资本市 场市值管理现状的一些看法。 据刘守卫介绍,A股市场的市值管理是在2005年提出来的,经过20来年的发展,正统的市值管理方式包括并购、股权激励、投关、战略规划等,这几种方式 在各自的领域都起到了非常重要的作用,但亦存在一些不足,所以也有个别企业会铤而走险,寻求短平快的伪市值管理方式。 刘守卫认为,《上市公司监管指引第10号——市值管理》的发布,背后有着深刻含义。首先,除了要肃清伪市值管理,还要提高A股和国企的估值,提升国 际竞争力;其次,是要规范短期行 ...
科德教育(300192) - 300192科德教育投资者关系管理信息20251202
2025-12-02 12:42
Group 1: Company Overview and Investment - Suzhou Kede Education Technology Co., Ltd. holds a 5.53% stake in Zhonghao Xinying, a company specializing in TPU architecture AI chip technology and mass production [4][8]. - Zhonghao Xinying has initiated the process for its IPO and is currently undergoing a share reform [7][20]. - In 2024, Zhonghao Xinying is expected to contribute an investment income of 5.9299 million CNY to Suzhou Kede, based on its shareholding [20]. Group 2: Market Strategy and Value Management - The company emphasizes value management, having established a value management system to enhance corporate governance and improve information disclosure quality [3]. - Suzhou Kede aims to leverage AI technology in education, focusing on integrating new technologies and products to enhance competitiveness [10][16]. - The company is actively seeking to optimize its business operations and explore new market opportunities to ensure sustainable growth [15][16]. Group 3: Financial Performance and Investment Insights - The company's R&D expenses for the first three quarters of 2025 reached 18.7236 million CNY, reflecting a 52.03% increase compared to the previous year [21]. - The company reported a decrease in accounts receivable compared to the beginning of the year, while inventory saw a slight increase due to preparations for the National Day holiday [20]. - The company has a long-term investment strategy focused primarily on Zhonghao Xinying, which is expected to enhance its investment value [6][12].