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金固股份(002488.SZ)拟斥3000万元至6000万元实施回购
智通财经网· 2025-12-09 09:04
智通财经APP讯,金固股份(002488.SZ)公告,公司拟回购公司股份用于实施员工持股计划或股权激励。 回购股份的价格不超过13.63元/股(含);回购股份的资金总额不低于3000万元(含)且不超过6000万元(含)。 拟回购股份的实施期限自董事会审议通过本次回购股份方案之日起12个月内。 ...
京基智农拟2亿元回购股份 2026年成本目标为12元/kg
Core Viewpoint - Jingji Zhino announced the termination of its previous share reduction plan by the controlling shareholder, with core executives committing to not reduce their holdings in the next six months, alongside a share buyback plan to maintain company value and protect shareholder rights [1] Group 1: Share Buyback and Management Commitment - The company plans to repurchase shares totaling between 100 million and 200 million yuan, with a maximum buyback price of 23.70 yuan per share, expecting to buy back between 4.2194 million and 8.4388 million shares, representing 0.80% to 1.59% of the total share capital [1] - The repurchased shares will be used for equity incentives or employee stock ownership plans to stimulate internal motivation [1] Group 2: Business Performance and Financials - For the first three quarters of 2025, Jingji Zhino achieved operating revenue of 3.67 billion yuan and a net profit attributable to shareholders of 298 million yuan, with the breeding business generating 2.896 billion yuan in revenue [2] - The company reported a complete cost of approximately 13.4 yuan/kg from January to September, with a sales average price of about 14.7 yuan/kg for live pigs, positioning it favorably within the industry [2] - By 2026, the company aims to reduce complete costs to 12 yuan/kg to enhance efficiency and maintain profitability [2] Group 3: Capacity and Operational Strategy - Jingji Zhino is focusing on releasing existing capacity and fine management in response to national macro-control policies, while also expanding its contract farming business [2] - The company has established over 12 service departments in the Guangdong and Guangxi regions to provide comprehensive breeding services to partner farmers, achieving a high survival rate of 98% for signed farmers [2] - By the end of 2025, the company expects its contract farming inventory to exceed 250,000 pigs [2] Group 4: Financial Health and Real Estate Business - The company's asset-liability ratio improved to 59.20% by the end of the third quarter of 2025, a decrease of 1.05% from the previous year [2] - As of the end of October, the pig farming segment contributed approximately 452 million yuan in cash flow, indicating a stable overall financial situation [2] - The real estate business has limited remaining products for sale, with a significant urban renewal project expected to generate considerable cash flow in the future [2]
小摩:料渣打集团诉讼和解案限制股份回购上行空间 惟投资观点保持不变
Zhi Tong Cai Jing· 2025-12-09 07:55
Core Viewpoint - Standard Chartered's stock price fell by 2% on October 8, underperforming the Hang Seng Index by 0.8 percentage points, potentially due to allegations of violating Iran sanctions and a £1.5 billion ($2 billion) settlement with investors [1] Group 1: Financial Impact - The actual settlement amount has not been disclosed, but the company stated that the settlement would not significantly impact its operating performance or financial condition [1] - JPMorgan expects the related expenditure to be classified as a special item by Standard Chartered in Q4 2025, which may lower the Common Equity Tier 1 (CET1) capital ratio and could limit share buyback potential in 2026 [1] - The negative impact on the CET1 capital ratio is anticipated to be less than approximately 13 basis points [1] Group 2: Investment Outlook - JPMorgan reiterated an "Overweight" rating for Standard Chartered with a target price of HKD 190 [1] - The forecast for Standard Chartered's CET1 capital ratio in Q4 2025 is 14%, with a projected share buyback of $2.5 billion in 2026 and a total return rate of 7.2%, the highest among banks in the Greater China region [1]
港股异动 渣打集团(02888)回暖近2% 诉讼和解案对公司经营影响不大 小摩称或限制明年股份回购上行空间
Jin Rong Jie· 2025-12-09 05:09
智通财经获悉,渣打集团(02888)回暖近2%,截至发稿,涨1.9%,报171.7港元,成交额5263.4万港元。 小摩预计,有关支出将于2025年第四季被渣打列为一项特殊项目,虽然对每股股息或正常化有形股本回 报率(ROTE)并无影响,但和解或会降低普通股权一级资本比率,并可能限制2026年股份回购的上行空 间。不过,摩通相信对普通股权一级资本比率的负面影响将低于约13个基点。另外,小摩预测,渣打集 团2025年第四季普通股权一级资本比率为14%,2026年股份回购规模达到25亿美元,总回报率达7.2%, 在大中华区各银行中最高。 本文源自:智通财经网 小摩发布研报称,渣打集团股价在12月8日下跌2%,表现逊于恒生指数0.8个百分点,当中可能与市场 媒体报道集团就违反伊朗制裁的指控,在英国以15亿英镑(20亿美元)与投资者达成诉讼和解有关;虽然 渣打集团未披露实际和解金额,但公司声明该和解对集团的经营业绩或财务状况影响不大。 ...
渣打集团回暖近2% 诉讼和解案对公司经营影响不大 小摩称或限制明年股份回购上行空间
Zhi Tong Cai Jing· 2025-12-09 04:05
Core Viewpoint - Standard Chartered Group's stock price has shown a recovery of nearly 2%, trading at HKD 171.7 with a transaction volume of HKD 52.634 million, despite a previous decline related to legal settlements over sanctions violations [1] Group 1: Stock Performance - The stock price of Standard Chartered Group fell by 2% on December 8, underperforming the Hang Seng Index by 0.8 percentage points [1] - The recent recovery in stock price indicates a potential rebound following the negative news [1] Group 2: Legal Settlement - The decline in stock price may be linked to media reports regarding the group's settlement of GBP 1.5 billion (USD 2 billion) with investors over allegations of violating Iranian sanctions [1] - Although the actual settlement amount has not been disclosed, the company stated that it would not significantly impact its operational performance or financial condition [1] Group 3: Financial Projections - JPMorgan estimates that the related expenditure will be classified as a special item in the fourth quarter of 2025, with no impact on earnings per share or normalized return on tangible equity (ROTE) [1] - The settlement may reduce the common equity tier 1 capital ratio and could limit the upside for share buybacks in 2026, although the negative impact is expected to be less than approximately 13 basis points [1] - JPMorgan forecasts the common equity tier 1 capital ratio for Standard Chartered Group to be 14% in the fourth quarter of 2025, with a share buyback plan of USD 2.5 billion in 2026 and a total return rate of 7.2%, the highest among banks in the Greater China region [1]
港股异动 | 渣打集团(02888)回暖近2% 诉讼和解案对公司经营影响不大 小摩称或限制明年股份回购上行空间
智通财经网· 2025-12-09 04:02
智通财经APP获悉,渣打集团(02888)回暖近2%,截至发稿,涨1.9%,报171.7港元,成交额5263.4万港 元。 小摩预计,有关支出将于2025年第四季被渣打列为一项特殊项目,虽然对每股股息或正常化有形股本回 报率(ROTE)并无影响,但和解或会降低普通股权一级资本比率,并可能限制2026年股份回购的上行空 间。不过,摩通相信对普通股权一级资本比率的负面影响将低于约13个基点。另外,小摩预测,渣打集 团2025年第四季普通股权一级资本比率为14%,2026年股份回购规模达到25亿美元,总回报率达7.2%, 在大中华区各银行中最高。 小摩发布研报称,渣打集团股价在12月8日下跌2%,表现逊于恒生指数0.8个百分点,当中可能与市场 媒体报道集团就违反伊朗制裁的指控,在英国以15亿英镑(20亿美元)与投资者达成诉讼和解有关;虽然 渣打集团未披露实际和解金额,但公司声明该和解对集团的经营业绩或财务状况影响不大。 ...
美的集团完成100亿回购,超70%回购股份用于注销
Group 1 - The core announcement from Midea Group is the completion of a share buyback program, with a total of approximately 135 million shares repurchased, accounting for 1.76% of the total share capital, at a total cost of around 10 billion yuan [1] - This buyback is the largest in A-share history, second only to Gree Electric's 15 billion yuan buyback in 2021 [1] - Of the repurchased shares, over 70% will be used for cancellation, reducing the registered capital, with 95 million shares to be legally canceled, decreasing the total share capital from 7.69 billion shares to 7.596 billion shares [1] Group 2 - Midea Group has been generous in shareholder dividends, with total cash dividends reaching 26.722 billion yuan in 2024 and a dividend payout ratio close to 70% [2] - The company introduced a mid-term dividend plan for the first time this year, distributing 5 yuan per 10 shares, totaling 3.448 billion yuan [2] - Over the past three years, the total amount of cash dividends and buybacks has exceeded 67 billion yuan [2] Group 3 - The ability of Midea Group to sustain large-scale buybacks and dividends is supported by strong fundamentals, with a reported revenue of 364.716 billion yuan for the first three quarters, a year-on-year increase of 13.85% [3] - The net profit attributable to shareholders for the same period was 37.883 billion yuan, up 19.51% year-on-year [3] - The cash flow from operating activities reached 57.066 billion yuan by the end of September [3] - The TOB business has become a core growth engine, with a revenue growth rate of 18% in the first three quarters, and specific segments like new energy and industrial technology showing significant growth [3]
12月8日港股回购一览
Summary of Key Points Core Viewpoint - On December 8, 49 Hong Kong-listed companies conducted share buybacks, totaling 45.44 million shares and an aggregate amount of HKD 1.089 billion [1]. Group 1: Share Buyback Details - Tencent Holdings repurchased 1.049 million shares for HKD 636 million, with a highest price of HKD 608.50 and a lowest price of HKD 604.50, bringing its total buyback amount for the year to HKD 70.501 billion [1][2]. - Xiaomi Group-W repurchased 4.8 million shares for HKD 204 million, with a highest price of HKD 42.72 and a lowest price of HKD 42.14, totaling HKD 4.147 billion for the year [1][2]. - China COSCO Shipping repurchased 3 million shares for HKD 41.21 million, with a highest price of HKD 13.89 and a lowest price of HKD 13.67, totaling HKD 6.155 billion for the year [1][2]. Group 2: Notable Buybacks - The largest buyback amount on December 8 was by Tencent Holdings at HKD 636 million, followed by Xiaomi Group-W at HKD 204 million [1][2]. - The highest number of shares repurchased on December 8 was by China Feihe, with 7 million shares, followed by Jinxin Fertility and Xiaomi Group-W with 5.9285 million and 4.8 million shares, respectively [1][2]. Group 3: Other Companies Involved - Geely Automobile conducted its first buyback of the year, repurchasing shares for HKD 27.12 million [2]. - Other companies with significant buybacks included Kuaishou-W and Jinxin Fertility, with respective amounts of HKD 2.995 million and HKD 1.484 million [2].
美的公告:已回购100亿元,至少将注销70亿元股份
Mei Ri Jing Ji Xin Wen· 2025-12-09 01:05
每日经济新闻消息,12月8日晚间,美的集团公告称,公司已完成以集中竞价交易方式回购公司部分已发 行的A股股份,回购金额达100亿元,占回购方案的金额上限。 根据本次回购方案,回购股份70%及以上将用于注销并减少注册资本。公司本次累计回购股份1.35亿股, 其中9500万股将予以依法注销减少注册资本,注销股份占注销前总股本比例为1.24%。 编辑:陈艳琦 责编:秦雨 审核:吴忠兰 公告一出,炒股软件平台上,股民纷纷留言称赞。 最新财报显示,美的集团前三季度实现营业总收入3647.2亿元,同比增长13.8%;归母净利润378.8亿元, 同比增长19.5%。其中,仅第三季度,美的集团营业总收入再次突破千亿达到1124亿元。截至2025年9月30 日,股东总户数为30.87万户。 截至今日收盘,美的集团A股报81.81元/股 ,市值约为6296亿元。值得一提的是,美的集团在12月4日的盘 中一度达83.17元,创下其近4年多来新高。 另据公开数据,截至11月底,A股市场已有1400余家上市公司实施股份回购,累计回购金额突破1300亿元 大关。这一规模已达到A股历史上年度回购金额的第二高水平,仅次于2024年(1658 ...
高光制药递表港交所;民生健康首次回购8.29万股丨医药早参
Mei Ri Jing Ji Xin Wen· 2025-12-09 00:11
Group 1 - TaiLong Pharmaceutical's controlling shareholder has made significant progress in planning the transfer of company shares, with an agreement reached to transfer 8.73% of the company's total shares to Jiangyao Holdings at a price of 11.043 yuan per share, totaling 553 million yuan [1] - The transfer of control to Jiangyao Holdings is expected to inject resources into TaiLong Pharmaceutical's core business, although it is subject to government approval and subsequent integration actions [1] Group 2 - Minsheng Health announced its first share buyback of 82,900 shares at a maximum price of 15.67 yuan per share, totaling 1.29 million yuan, signaling recognition of the company's value and stability in stock price [2] - If Minsheng Health increases the buyback scale, it may further boost market confidence and solidify its long-term development foundation [2] Group 3 - Gaoguang Pharmaceutical has submitted its listing application to the Hong Kong Stock Exchange, with a post-C round financing valuation exceeding 2.462 billion yuan after raising 162 million yuan [3] - The company aims to accelerate research and development with capital support, although details on its core pipeline remain undisclosed [3] Group 4 - Yuekang Pharmaceutical plans to issue shares overseas (H shares) and list on the Hong Kong Stock Exchange to enhance its comprehensive competitiveness and international brand image [4] - This move aligns with the trend of globalization for pharmaceutical companies, and attention should be paid to the timing of the issuance and market feedback [4]