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龙源电力: H股-2024年度股东大会通告
Zheng Quan Zhi Xing· 2025-05-27 11:24
香港交易及結算所有限公司及香港聯合交易所有限公司對本通告的內 容 概 不 負 責,對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明,並 明 確 表 示,概 不對因本通告全部或任何部分內容而產生或因依賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 茲 通 告 龍 源 電 力 集 團 股 份 有 限 公 司(「本 公 司」)謹 訂 於 2025 年 6 月 17 日 (星 期 二)上 午 9 時 30 分 於 中 華 人 民 共 和 國(「中 國」)北 京 市 西 城 區 阜 成 門 北 大 街 6 號(c 幢)3 層 會 議 室 召 開 本 公 司 2024 年 度 股 東 大 會(「年 度 股 東 大 會」), 以 審 議 及 批 准 下 列 事 宜: 普通決議案 * 僅供識別 –1– 特別決議案 之一般性授權 之一般性授權 作為匯報文件 除 另 行 界 定 者 外,本 通 告 所 用 詞 彙 與 本 公 司 日 期 為 2025 年 5 月 27 日 載 有 上 述 決 議 案 詳 情 的 通 函 所 界 定 者 具 有 相 同 涵 義。 承董事會命 龍源電力集團股份有限公司 ...
中证中央企业红利指数下跌0.34%
Sou Hu Cai Jing· 2025-05-27 10:45
Core Points - The Central Enterprises Dividend Index (央企红利, 000825) experienced a decline of 0.34%, closing at 3185.9 points with a trading volume of 21.801 billion yuan on May 27 [1] - Over the past month, the index has increased by 1.41%, while it has risen by 1.78% over the last three months, but has decreased by 2.17% year-to-date [1] - The index comprises 50 securities selected from central enterprises that have high cash dividend yields, stable dividends, and certain scale and liquidity, reflecting the overall performance of high dividend yield securities among central enterprises [1] Index Adjustment Criteria - The index samples are adjusted annually, with the adjustment taking place on the next trading day after the second Friday of December [2] - Original samples are removed if they do not meet specific criteria, including being controlled by the State-owned Assets Supervision and Administration Commission or the Ministry of Finance, having a cash dividend yield greater than 0.5% in the past year, and ranking in the top 90% for average total market capitalization and trading volume [2] - The adjustment ratio is generally limited to 20%, unless more than 20% of the original samples are disqualified due to the cash dividend yield criterion [2] Fund Tracking the Index - Public funds tracking the Central Enterprises Dividend Index include Huatai-PB Central Enterprises Dividend Link A, Huatai-PB Central Enterprises Dividend Link C, and Huatai-PB Central Enterprises Dividend ETF [2]
两则大消息定调A股!
摩尔投研精选· 2025-05-27 10:36
今日,A股市场震荡下跌,三大指数集体回调,两市成交额缩量至1.01 万亿元。市场观望情绪浓厚。 中央汇金公司近日召开2025年党建与经营工作会议,会议强调,要突出核心功能,更好履行国有金融资本受托管理职责;推动控参股 机构持续当好服务实体经济的"主力军"、打造一流金融机构的"领头雁"和维护金融稳定的"压舱石"。 盘面上,农药、化工股午后爆发,中农联合等多股涨停。新消费股集体走强,饮料、IP经济等方向领涨,均瑶健康等多股涨停。医药股 一度冲高,华森制药涨停。下跌方面,机器人概念股展开调整,绿的谐波等多股跌超5%。 市场呈现明显的分化格局。 01 两则大消息定调A股 02结构行情关注这三个方向 这次会议的核心,简单总结就是三句话: 当好服务实体经济的 "主力军"、 打造一流金融机构的 "领头雁"、 做好维护金融稳定的 "压舱石"。 2025年是 "十四五" 规划的收官年,汇金给自己定了两个小目标: 一方面,要确保过去五年的任务圆满完成, 另一方面,得提前谋划未来五年的发展蓝图。 汇金强调当好"压舱石",这无疑就是在喊话空头!汇金是明牌的国家队,每次关键时刻的出手,都成为了行情转折重要催化剂。 其次,财政部回应穆迪 ...
长城汽车: H股公告-截至2024年12月31日止年度的末息股息
Zheng Quan Zhi Xing· 2025-05-27 10:21
免責聲明 EF001 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性 亦不發表任何聲明,並明確表示,概不對因 公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 股票發行人現金股息公告 發行人名稱 長城汽車股份有限公司 股份代號 02333 多櫃檯股份代號及貨幣 82333 RMB 相關股份代號及名稱 不適用 公告標題 截至2024年12月31日止年度的末期股息 公告日期 2025年5月27日 公告狀態 更新公告 更新/撤回理由 更新股息所涉及的股東批准日期、香港過戶登記處相關信息及代扣所得稅 信息 股息信息 股息類型 末期 股息性質 普通股息 財政年末 2024年12月31日 宣派股息的報告期末 2024年12月31日 宣派股息 每 股 0.45 RMB 股東批准日期 2025年6月18日 香港過戶登記處相關信息 派息金額及公司預設派發貨幣 HKD, 金額有待公佈 匯率 有待公佈 除淨日 2025年7月8日 為符合獲取股息分派而遞交股份過戶 文件之最後時限 暫停辦理股份過戶登記手續之日期 由 2025年7月10日 至 2025年7月15日 ...
Prediction: This High-Yield Dividend Stock Will Outperform the S&P 500 Over the Next Decade
The Motley Fool· 2025-05-27 08:28
Core Viewpoint - The S&P 500 index, despite its heavy weighting towards large companies, has shown strong performance over the years, with a 173% increase from 2015 to 2025, and a total return of 226% including dividends [2] Company Overview: UnitedHealth Group - UnitedHealth Group has faced significant challenges recently, particularly in its UnitedHealthcare business, leading to a decline in stock prices [5][11] - The company has a strong history of dividend growth, with a 320% increase over the past decade, currently offering a 2.8% dividend yield, which is more than double the average yield of S&P 500 dividend payers [6] Financial Performance and Outlook - The company added 2.1 million new Medicare Advantage patients in 2024, indicating growth potential in this segment [6] - Management's earnings guidance has been revised downward due to higher-than-expected medical expenditures, with initial projections for 2025 earnings per share revised from $28.15-$28.65 to $24.65-$25.15, and ultimately suspending the earnings outlook entirely [8][9] - The stock is currently trading at a low valuation of 12.4 times trailing-12-month earnings, suggesting potential for future growth as the company has historically increased earnings per share by 10.9% annually over the past decade [15] Competitive Position - UnitedHealth Group's Optum Health segment employs around 10% of America's physicians, providing it with significant control over medical expenses compared to competitors [13] - The company is expected to maintain a competitively priced option in the market due to its integrated business model, despite potential short-term earnings contractions related to Medicare Advantage planning [14]
听说炒港股的人赚麻了
投中网· 2025-05-27 02:21
以下文章来源于时代财经APP ,作者周梦梅 时代财经APP . 聚焦于企业财经新闻,互联网新闻信息服务许可证编号:44120230006 将投中网设为"星标⭐",第一时间收获最新推送 不少投资者在这轮港股盛宴中吃到"肉"。 作者丨 周梦梅 编辑丨 张常旺 来源丨 时代财经APP 2025年年初至今,恒生指数涨幅达到17.65%,在全球股票市场中领跑。 港股市场也变得热闹起来。蜜雪集团、泡泡玛特、老铺黄金"新消费三股"股价暴涨,成为资本市场现 象级盛宴;阿里、腾讯、小米等为代表的"中国科技七姐妹"强势崛起;宁德时代赴港募资约353亿港 元,成为年内全球最大规模IPO,掀起港股融资热浪。 不少投资者在这轮港股盛宴中吃到"肉"。"打恒瑞医药这只新股,中签400股,单只股票赚了6413元 港币。"投资者王淼称。5月23日,恒瑞医药在港股挂牌上市,恒瑞医药首日涨幅达到25.20%。近 来,港股新股上市行情火爆,宁德时代和沪上阿姨在上市首日分别收涨16.43%和40.03% 这背后是,2025年二季度以来,全球宏观叙事主线出现变化,"东稳西荡" 成为资本市场新故事,市 场对美国经济增长、资产价格和美元的信心在衰退,对中国 ...
5.26犀牛财经晚报:信用债ETF开展质押式回购即将实施 美团一季度收入865.5亿元
Xi Niu Cai Jing· 2025-05-26 10:23
Group 1 - Credit bond ETFs will soon implement a general pledge-style repurchase business, with multiple public fund institutions' credit bond ETFs meeting the criteria to be included in the repurchase pledge library [1] - The average dividend yield of over 70% of A-share listed banks exceeds 4%, with some banks surpassing 8%, making bank stocks more attractive compared to traditional savings [1] - The banking sector has seen a year-to-date increase of 7.66%, driven by a high dividend strategy, while regional banks have shown stronger performance [1] Group 2 - AI demand is expected to stimulate significant growth in enterprise SSDs, with prices of NAND Flash likely to rise by 10% in Q3 2025 due to tight supply [2] - A new 3D printing device developed by a research team at the University of Washington allows for more precise modeling of human tissues [2] - The popularity of traditional cultural experiences during the Dragon Boat Festival has surged by 105% compared to last year, with significant increases in family travel and car rentals [2] Group 3 - Meituan reported a revenue of 86.55 billion yuan for Q1 2025, marking an 18.1% year-on-year increase, with a profit of 10 billion yuan, up 87.3% [3] - The merger between Zhongke Shuguang and Haiguang Information aims to enhance competitiveness in the high-end chip market, responding to industry trends and national strategic needs [4] - Shanghai Suhe Bay Group is offering a 51% stake in its real estate development company for a minimum price of 850 million yuan [5] Group 4 - Lide Health Technology completed nearly 100 million yuan in angel financing to accelerate technology development and market expansion [6] - Three squirrels have submitted their H-share issuance application to the Hong Kong Stock Exchange, pending approval from relevant regulatory bodies [6] - Country Garden's liquidation hearing has been postponed to August 11, as the company seeks more time for its overseas debt restructuring involving 14.074 billion USD [7] Group 5 - Pingzhi Information signed a framework agreement worth approximately 246 million yuan with China Telecom for AI computing power services [11] - Hemai Co. signed a 1 billion yuan cooperation agreement for household photovoltaic systems, which is expected to positively impact its future performance [12] - The Shanghai Composite Index experienced a slight decline of 0.05%, with nuclear power stocks showing significant gains [13]
这只股票入选全天候强股 靠啥撑起华尔街23个“买”?
Jin Shi Shu Ju· 2025-05-26 09:53
尽管如此,该名单中仍有不少赢家。其中表现最好的就是奈飞(NFLX.O)——我们之所以将其纳入,是 因为它已成为美国人最具性价比的娱乐选择之一。美国废物管理(WM.N)因其稳健的营收表现也位列赢 家之列,上周五甚至获摩根大通上调评级。 表现最差的其实是稳健型股息类ETF,不过跌幅并不大。John Melloy认为在一般的市场震荡期,这类基 金应当表现得更好。但由于美债收益率上升,使得投资股息股的吸引力下降——毕竟10年期美债收益率 已经达到4.5%,为何还要去买股息股?通常,在股市低迷时,利率会下行,股息股就成了避险港湾, 但今年却并非如此。 负责CNBC市场与投资板块的编辑John Melloy表示,"我们正在把一家具有韧性历史、且当前业务有望 受益于关税的汽车零部件公司,加入我们的'全天候股票名单'。这一名单的目标,是借助CNBC Pro资 源——华尔街顶级分析师的研究报告与专业选股工具——筛选出能在任何市场或经济环境下都能表现出 色的股票。我们在2月推出该名单,是因为当时我们对牛市的持续性越来越感到担忧。" 美国前总统唐纳德·特朗普上周五再次引发市场动荡,让投资者重新意识到这类"耐打型"资产的重要 性。 ...
丁二烯、煤焦油等涨幅居前,建议关注进口替代、纯内需、高股息等方向| 投研报告
Group 1 - The core viewpoint of the report highlights significant price fluctuations in chemical products, with notable increases in butadiene and coal tar, while liquid chlorine and sulfur experienced substantial declines [1][2][3] - The report lists the top gainers for the week, including butadiene (up 19.15%), domestic naphtha (up 13.10%), and coal tar (up 10.94%), among others [1][2] - Conversely, the report identifies major losers, such as coke (down 4.12%), urea (down 4.55%), and liquid chlorine (down 71.43%) [2][3] Group 2 - The report suggests that the international oil price is stabilizing, with WTI at $61.53 per barrel and Brent at $64.78 per barrel, indicating a slight decline from the previous week [3] - It emphasizes the importance of focusing on sectors like tire manufacturing, which is expected to outperform due to global strategies and tariff negotiations [4] - The report also highlights opportunities in domestic self-sufficiency in fertilizers and coal chemical industries, suggesting investments in companies like China National Chemical and Hualu Chemical [4]
高股息资产投资价值有望延续,300红利低波ETF(515300)最新资金净流入超3000万元
Sou Hu Cai Jing· 2025-05-26 05:33
Group 1 - The CSI 300 Dividend Low Volatility Index decreased by 0.52% as of May 26, 2025, with mixed performance among constituent stocks [1] - Minsheng Bank led the gains with an increase of 0.72%, followed by Ninghu Expressway at 0.63% and China Unicom at 0.56%, while Shanghai Bank, Conch Cement, and Huayu Automotive experienced declines [1] - The CSI 300 Dividend Low Volatility ETF (515300) underwent a rebalancing adjustment [1] Group 2 - The CSI 300 Dividend Low Volatility ETF recorded a trading volume of 54.8688 million yuan during the session, with an average daily trading volume of 110 million yuan over the past week [3] - The latest scale of the CSI 300 Dividend Low Volatility ETF reached 5.643 billion yuan, with a net inflow of 30.3007 million yuan recently [3] - Over the past five trading days, there were three days of net inflows totaling 36.9613 million yuan [3] Group 3 - As of April 30, 2025, the top ten weighted stocks in the CSI 300 Dividend Low Volatility Index accounted for 37.43% of the index, including China Shenhua, Gree Electric, and Daqin Railway [3] - Dongfang Wealth Strategy suggests that the relative return probability of dividends remains high, with a potential marginal increase in stable dividend style profitability from Q2 to Q3 [3] - The micro liquidity environment is expected to limit the valuation elasticity of high sensitivity styles, supporting the relative return probability of stable dividend styles in the near future [3] Group 4 - According to estimates from Founder Securities, long-term holding of dividend assets shows a higher success rate compared to broad indices like the CSI 300, aligning with the long-term performance assessment direction of the "Action Plan for Promoting the High-Quality Development of Public Funds" [4] - Institutions indicate that dividend assets are a valuable investment direction for long-term investors, especially in the context of ongoing policy encouragement for long-term capital market entry [4] - Investors without stock accounts can access investment opportunities through the corresponding CSI 300 Dividend Low Volatility ETF linked fund (007606) [4]