A股半年报加速披露。Wind数据显示，截至8月18日17时，A股共有531家上市公司对外披露2025年半年 报，353家实现归母净利润同比增长，占比约为66.48%。不少头部上市公司业绩表现不俗。以建投能 源、华发股份为代表的部分上市公司半年报业绩超预期。从分红角度看，已发布半年报的上市公司中， 101家上市公司对外发布现金分红方案。 另以华发股份为例，公司2025年半年报显示，2025年上半年，公司共实现营业收入381.99亿元，同比增 长53.46%；实现归属于上市公司股东的净利润1.72亿元，同比下降86.41%。 净利润数值方面，上述已披露2025年半年报的531家上市公司，归属于上市公司股东的净利润超过1亿元 的有205家，超过3亿元的有96家，超过10亿元的有36家，中国移动、贵州茅台、宁德时代、中国电信、 工业富联、万华化学、华能国际等公司归属于上市公司股东的净利润居前。 贵州茅台2025年半年报显示，2025年上半年，公司共实现营业收入893.89亿元，同比增长9.1%；实现归 属于上市公司股东的净利润为454.03亿元，同比增长8.89%。茅台酒基酒产量4.37万吨，系列酒基酒产 量2.96 ...

Core Insights - A-share companies are accelerating the disclosure of their 2025 semi-annual reports, with 531 companies having reported by August 18, 2025, and 353 of them achieving a year-on-year increase in net profit attributable to shareholders, accounting for approximately 66.48% [1][2] Group 1: Company Performance - Among the 531 companies that disclosed their semi-annual reports, 301 companies reported a net profit growth of over 10%, 197 companies over 30%, and 87 companies over 100%. Notably, companies like Zhimin Da and Rongzhi Rixin saw net profit growth exceeding 1000% [2] - Zhimin Da reported a revenue of 295 million yuan, an increase of 84.83% year-on-year, and a net profit of 38.298 million yuan, up 2147.93% year-on-year. The company experienced a significant increase in orders, particularly in airborne and other product categories, with total orders reaching 608 million yuan, a 73.71% increase from the previous year [2][3] - Major companies with net profits exceeding 1 billion yuan include China Mobile, Kweichow Moutai, and CATL. Kweichow Moutai reported a revenue of 893.89 billion yuan, a 9.1% increase, and a net profit of 454.03 billion yuan, an 8.89% increase [3] Group 2: Dividend Distribution - A total of 101 companies announced cash dividend plans alongside their semi-annual reports. Of these, 77 companies plan to distribute over 1 yuan per 10 shares, 52 companies over 2 yuan, and 20 companies over 5 yuan [5] - Companies with proposed total dividends exceeding 1 billion yuan include China Mobile, China Telecom, and Hikvision. China Mobile reported a revenue of 543.8 billion yuan and a net profit of 84.2 billion yuan, with a proposed dividend of 2.5025 yuan per share, amounting to approximately 540.83 billion yuan [5][6]

Group 1 - The company plans to distribute a fixed cash dividend of 266 million yuan (including tax) for the first half of 2025, which accounts for 31.29% of the total fixed cash dividend amount of 850 million yuan for the year 2025 [9][13][15] - The expected cash dividend per share is 0.4079 yuan (including tax), based on the total share capital after deducting the shares repurchased [9][13][15] - The company will not use capital reserves to increase share capital or issue bonus shares in this profit distribution [11][17] Group 2 - The company achieved a net profit attributable to shareholders of 860.73 million yuan for the first half of 2025, with a distributable profit of 5.23 billion yuan as of June 30, 2025 [15][14] - The company has a cash dividend plan for the years 2024 to 2026, with fixed cash dividends set at 750 million yuan, 850 million yuan, and 1 billion yuan respectively [13][14] - The company’s board of directors and supervisory board have approved the profit distribution plan, confirming its compliance with relevant laws and regulations [18][28] Group 3 - The company held its third board meeting on August 18, 2025, where the profit distribution plan was reviewed and approved unanimously [5][8][18] - The supervisory board also reviewed and approved the profit distribution plan, affirming its legality and compliance with the company's articles of association [26][28] - The company will hold a performance briefing on August 26, 2025, to discuss its business development and the first half of 2025's operational performance [51][53]

Core Viewpoint - The company, Jiangsu Shuoshi Biotechnology Co., Ltd., is holding a half-year performance and cash dividend briefing session on August 28, 2025, to communicate its operational results and financial status for the first half of 2025 with investors [2][4]. Group 1: Meeting Details - The meeting is scheduled for August 28, 2025, from 14:00 to 15:00 [2][3]. - It will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted in an interactive online format [2][3]. - Investors can submit questions from August 21 to August 27, 2025, via the company's email or the Roadshow Center's website [3][4]. Group 2: Participants - Key participants include the Chairman and General Manager, Wang Guoqiang, and other executives such as Liu Zhonghua, Hu Yuanyuan, and Meng Yuanyuan [2][3]. - Independent director Liu Xiaolun will also be present, although adjustments to the participant list may occur due to special circumstances [2]. Group 3: Investor Participation - Investors can join the briefing by logging into the Shanghai Stock Exchange Roadshow Center on the scheduled date and time [2][3]. - The company will address commonly asked questions during the session [2][3]. Group 4: Additional Information - After the meeting, investors can access the details and main content of the briefing through the Shanghai Stock Exchange Roadshow Center [4].

证券代码：603083 证券简称：剑桥科技 公告编号：临 2025-047 上海剑桥科技股份有限公司 关于调整 2025 年半年度现金分红预案 并制定 2025 年半年度现金分红方案的公告 特别提示 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。 重要内容提示： ? 每股分配比例，每股转增比例 A 股每股派发现金红利 0.0452 元（含税）、不送红股、不转增。 ? 本次利润分配以实施权益分派股权登记日登记的总股本为基数，具体日 期将在权益分派实施公告中明确。在实施权益分派的股权登记日前公司总股本发 生变动的，拟维持分配总额不变，相应调整每股分配比例，并将在相关公告中披 露。 上海剑桥科技股份有限公司（以下简称"公司"）于 2025 年 8 月 18 日召开 的第五届董事会第十六次会议审议通过《关于调整 2025 年半年度现金分红预案 并制定 2025 年半年度现金分红方案的议案》。现将具体情况公告如下： 一、利润分配方案内容 （一）调整背景与原因 本次调整后的方案仍需满足以下条件： （1）公司当期盈利且累计未分配利润为正； ...

Meeting Overview - The shareholder meeting of Shanghai Cambridge Technology Co., Ltd. is scheduled for September 3, 2025, at 14:30 [1] - The meeting will be held at Shanghai Pujiang Holiday Inn, Multi-Function Hall, located at 800 Pu Xing Road, Minhang District, Shanghai [1] - Voting will be conducted through both on-site and online methods, utilizing the Shanghai Stock Exchange's online voting system [1][2] Voting Procedures - Shareholders can vote via the Shanghai Stock Exchange's online voting system, with specific time slots for trading system voting from 9:15 to 15:00 on the meeting day [1][4] - Shareholders holding multiple accounts can aggregate their voting rights across all accounts for the same class of shares [5] - The voting results will be determined by the first vote cast if the same voting right is exercised multiple times [5] Agenda Items - The meeting will review several non-cumulative voting proposals, including adjustments to the 2025 semi-annual cash dividend plan and amendments to the company's articles of association and meeting rules applicable after the issuance of overseas listed shares [2][8] - These proposals were approved in the 16th meeting of the 5th Board of Directors held on August 18, 2025 [2] Attendance and Registration - Only shareholders registered with the China Securities Depository and Clearing Corporation Limited as of the close of trading on August 27, 2025, are eligible to attend the meeting [6] - Proxy attendance is allowed, with specific documentation required for registration [6][8] Additional Information - The company will provide a reminder service for shareholders to facilitate participation in the meeting [4] - Shareholders are responsible for their own travel and accommodation expenses related to attending the meeting [8]

Core Viewpoint - Changjiang Electric Power, known as a "cash cow" in the A-share market, is facing scrutiny from minority shareholders due to a proposed investment of 26.6 billion yuan in the Gezhouba shipping capacity expansion project, raising concerns about its impact on company performance and dividends [1][7][9]. Group 1: Company Overview - Changjiang Electric Power has a market capitalization exceeding 676 billion yuan and is recognized as the largest power listed company in China and the largest hydropower listed company globally [1][3]. - The company has consistently distributed over 20 billion yuan in dividends annually for the past three years, with a planned cash dividend of 23.074 billion yuan for 2024, representing 71% of its net profit attributable to shareholders [3][7]. Group 2: Shareholder Concerns - Minority shareholders expressed dissatisfaction with the absence of the chairman at shareholder meetings, highlighting the importance of leadership presence [4][6]. - Concerns were raised regarding the potential impact of the 26.6 billion yuan investment on future company performance and dividend distributions, with shareholders questioning the commercial return mechanisms associated with the investment [7][8]. Group 3: Investment Details - The Gezhouba shipping capacity expansion project is expected to take 91 months to complete and aims to enhance the operational safety and efficiency of the Yangtze River navigation [7][8]. - The company clarified that the investment is for the renovation of existing assets, which will remain under its ownership, and emphasized that the project aligns with its operational management responsibilities [7][8]. Group 4: Financial Health and Future Outlook - The company reported a net profit of 12.984 billion yuan for the first half of the year, a year-on-year increase of 14.22% [8]. - Changjiang Electric Power's operating cash flow for 2024 is projected to be approximately 59.648 billion yuan, with assurances that dividends will be prioritized [8][10]. - The investment is expected to generate annual depreciation of around 600 million yuan, but the company anticipates that the overall impact on its financial performance will be manageable [8][10].

Core Viewpoint - Changjiang Electric Power, known as a "cash cow" in the A-share market, is facing scrutiny from minority shareholders due to a significant investment of 26.6 billion yuan in the Gezhouba shipping capacity expansion project, raising concerns about its impact on company performance and dividends [1][9][10]. Group 1: Company Overview - Changjiang Electric Power has a market capitalization of approximately 676.1 billion yuan and is recognized as the largest power listed company in China and the largest hydropower listed company globally [4][12]. - The company has consistently distributed over 20 billion yuan in dividends annually for the past three years, with a planned cash dividend of 23.074 billion yuan for 2024, representing 71% of its net profit attributable to shareholders [4][10]. Group 2: Shareholder Concerns - Minority shareholders expressed dissatisfaction with the absence of the chairman at the shareholder meeting, highlighting the importance of leadership presence in corporate governance [6][7]. - Concerns were raised regarding the potential impact of the 26.6 billion yuan investment on future company performance and dividend payouts, with shareholders questioning the commercial return mechanisms associated with the project [9][10][11]. Group 3: Investment Details - The Gezhouba shipping capacity expansion project has a total construction period of 91 months, including a 12-month preparatory phase, and aims to enhance the operational safety and efficiency of the Yangtze River navigation [10]. - The company clarified that the investment aligns with its asset ownership and is expected to generate depreciation costs of approximately 600 million yuan annually, while maintaining a strong cash flow of nearly 60 billion yuan from operating activities [11][12]. Group 4: Voting Outcome - During the shareholder meeting, all proposals, including the controversial investment, received over 99% approval, with the Gezhouba project specifically garnering 96.02% support [12]. - The company emphasized its commitment to high cash dividends and the protection of minority shareholder rights, despite the significant investment [13].

Core Viewpoint - The company, Wuxi Best Precision Machinery Co., Ltd., held its 16th meeting of the 4th Board of Directors on August 14, 2025, where several key resolutions were passed, including the approval of the 2025 semi-annual report and a cash dividend plan for shareholders [1][2][3]. Group 1: Semi-Annual Report - The Board unanimously approved the 2025 semi-annual report, confirming that it complies with legal and regulatory requirements, accurately reflecting the company's actual situation without any false statements or omissions [1][2]. - The consolidated financial statements for the first half of 2025 reported a net profit attributable to shareholders of 148,468,688.19 yuan, while the parent company reported a net profit of 167,161,053.79 yuan [2][3]. Group 2: Cash Dividend Plan - The cash dividend plan for the first half of 2025 was approved, proposing a distribution of 0.3 yuan (including tax) per 10 shares, based on a total share capital of 500,543,865 shares [3][4]. - The total distributable profit as of June 30, 2025, was calculated to be 1,399,792,044.58 yuan, after accounting for legal surplus reserves [2][3]. Group 3: Guarantee for Subsidiaries - The Board approved a resolution to provide a guarantee for the financing of wholly-owned subsidiaries, with a total guarantee limit not exceeding 400 million yuan [4][5]. - The guarantee will be valid for 12 months from the date of the Board's approval and can be used in a rolling manner within the approved limit [4].

记者：衣韵潼周倜然 编辑：韩懿 校对：刘卓 具体来看，宁德时代拟向全体股东每10股派发现金分红10.07元（含税）；扣税后，通过深股通持有股 份的香港市场投资者、境外机构（含QFII、RQFII）以及持有首发前限售股的个人和证券投资基金每10 股派9.063元。 根据公告，本次分红对象为截至股权登记日在中国证券登记结算有限责任公司深圳分公司登记在册的宁 德时代全体A股股东。其中，部分股东的现金红利由宁德时代自行派发，其余通过托管机构划转。 据了解，宁德时代现有A股总股本44.03亿股，剔除回购专用账户中已回购股份2263.25万股后还有43.81 亿股。此次，宁德时代将以43.81亿股为基数，按照"分配比例固定不变"的原则对现金分红总额进行调 整，股权登记日为8月19日，除权除息日为8月20日。 8月13日晚间，宁德时代新能源科技股份有限公司（以下简称"宁德时代"）发布2025年中期分红A股实 施公告，拟派发现金分红总额44.11亿元。截至目前，宁德时代的中期分红规模位居A股第二。 ...