Workflow
股票回购
icon
Search documents
巨量ETF即将“优雅退场” 日央行“百年减持计划”扫除日股心头大患
Zhi Tong Cai Jing· 2025-09-22 02:57
日本央行推出一项跨度长达百年的计划,逐步减持其持有的巨额交易所交易基金(ETF),这一举措正为 日本股市移除此前悬而未决的重大"重压"(指大规模持仓对市场流动性和估值的潜在抑制)。 短期震荡后市场快速企稳,"慢减持"成核心定心丸 上周五,日本央行宣布将减持规模达75万亿日元(约合5070亿美元)的ETF持仓时,基准股指应声下跌, 呈现"条件反射式"反应。但随着市场焦点转向该计划"极慢的推进节奏",即日本央行拟按市值计算每年 仅减持约6200亿日元,交易员们迅速缩小跌幅,股指收复大部分失地。 值得一提的是,央行宣布消息的当周,日本蓝筹股指数日经225指数与更广泛的东证指数(Topix)均创下 历史新高。过去两年,日本股市展现出极强的抗冲击韧性,印证了市场信心:先是在2024年日本央行终 结负利率政策后迅速反弹,近期又在美国加征关税的背景下实现上涨。从期货合约走势看,东京股市周 一有望延续涨势。 "投资者一直对日本央行何时开始减持ETF心存担忧——很多人都向我问过这个问题。"东海东京调查咨 询公司(Tokai Tokyo Intelligence Laboratory Co.)首席股票分析师Seiichi Suz ...
11家上市公司股票获回购,武汉天源回购金额最高
Di Yi Cai Jing· 2025-09-19 15:37
Group 1 - On September 19, 11 listed companies repurchased their stocks, indicating a trend of companies investing in their own shares [1] - Wuhan Tianyuan had the highest repurchase amount at 128 million yuan, with a total of 9.26 million shares repurchased [1] - Bluefeng Biochemical repurchased shares worth 50.89 million yuan, totaling 19.72 million shares [1] - China Communications Construction Company repurchased shares amounting to 44.38 million yuan, with 5 million shares repurchased [1]
蒙牛乳业(02319.HK)连续8日回购,累计回购161.80万股
Group 1 - The core point of the news is that Mengniu Dairy has been actively repurchasing its shares, with a total of 161.80 million shares repurchased since September 10, amounting to 24.639 million HKD [2][3] - On September 19, the company repurchased 200,000 shares at a price range of 15.170 to 15.240 HKD, with a total repurchase amount of 3.0439 million HKD [2] - The stock price increased by 1.33% during the period of repurchase, indicating a positive market response [2] Group 2 - Year-to-date, Mengniu Dairy has conducted 80 repurchase transactions, totaling 19.668 million shares and an aggregate amount of 32.8 million HKD [3] - The detailed repurchase data shows consistent activity, with multiple transactions occurring daily, reflecting the company's commitment to supporting its stock price [3][4][5]
腾讯控股(00700.HK)9月19日回购85.70万股,耗资5.51亿港元
Summary of Key Points Core Viewpoint - Tencent Holdings has been actively repurchasing its shares, with a total of 22.39 million shares bought back since August 18, amounting to HKD 13.765 billion, reflecting a cumulative increase of 8.53% in share price during this period [2][3][4]. Repurchase Details - On September 19, Tencent repurchased 857,000 shares at a price range of HKD 638.500 to HKD 647.000, totaling HKD 550.78 million [2]. - The stock closed at HKD 642.500 on the same day, showing a slight increase of 0.08% with a total trading volume of HKD 13.371 billion [2]. - Year-to-date, Tencent has conducted 87 repurchase transactions, acquiring a total of 111 million shares for a total expenditure of HKD 53.808 billion [2][3]. Historical Repurchase Data - The repurchase activity has been consistent, with 25 consecutive days of buybacks since August 18, 2025 [2]. - The highest repurchase price recorded during this period was HKD 664.000 on September 18, while the lowest was HKD 586.000 on August 20 [3][4]. - The detailed repurchase data includes daily share counts, maximum and minimum prices, and total amounts spent, indicating a strategic approach to managing share value [3][4].
蒙牛乳业9月19日斥资304.39万港元回购20万股
Zhi Tong Cai Jing· 2025-09-19 10:49
蒙牛乳业(02319)发布公告,于2025年9月19日该公司斥资304.39万港元回购20万股,回购价格为每股 15.17-15.24港元。 ...
信利国际9月19日斥资121万港元回购100万股
Zhi Tong Cai Jing· 2025-09-19 09:29
信利国际(00732)发布公告,于2025年9月19日该公司斥资121万港元回购100万股,回购价格为每股1.21 港元。 ...
万咖壹联9月19日斥资105.56万港元回购100万股
Zhi Tong Cai Jing· 2025-09-19 09:15
万咖壹联(01762)发布公告,该公司于2025年9月19日斥资105.56万港元回购100万股股份,每股回购价格 为1.05-1.06港元。 ...
大摩看好淡水河谷(VALE.US)2026年增长:铁矿石与铜矿业务双轮驱动
Zhi Tong Cai Jing· 2025-09-19 08:44
Core Viewpoint - Morgan Stanley's recent report on Vale (VALE.US) highlights discussions with CFO Marcelo Bacci regarding shareholder returns, railway operations, iron ore product flexibility, copper business growth strategies, and challenges in the nickel segment [1][2]. Group 1: Financial Strategies and Shareholder Returns - The company may distribute a special dividend if net debt falls below $15 billion, with expectations for this to occur by December 2025 if iron ore prices remain high and operations are stable [2][3]. - Management is optimistic about the Brazilian railway concession, despite previous unsuccessful negotiations with the government, and is focused on maintaining control over railway assets until 2057 [2][3]. Group 2: Market Outlook and Product Strategy - The iron ore market is expected to tighten by 2026, with prices projected to remain above $90 per ton, prompting Vale to invest in a flexible product portfolio with an annual capacity of 360 million tons [2][3]. - The company plans to focus on supplying high-silica iron ore to the Chinese market and introducing new mid-grade products, which could generate additional revenue [3]. Group 3: Copper and Nickel Business Developments - The copper business aims to increase production to 700,000 tons per year, primarily relying on internal resources rather than acquisitions, with the Manara project aligning with this growth strategy [3]. - Although the nickel segment has seen cost reductions, it has not yet reached breakeven, and there are no plans for expansion in Canada, with a preference for developing multi-metal mines instead [3].
港股股票回购一览:27只个股获公司回购
Mei Ri Jing Ji Xin Wen· 2025-09-19 01:20
(文章来源:每日经济新闻) 每经AI快讯,Wind数据显示,9月18日,共27只港股获公司回购,4只个股回购金额超千万港元。其 中,腾讯控股、恒生银行、美高梅中国回购金额最大,分别获公司回购5.5亿港元、2379.52万港元、 1875.8万港元。截至9月18日,今年已有228只港股获公司回购,48只个股年内累计回购金额超亿港元。 其中,腾讯控股、汇丰控股、友邦保险年内累计回购金额最大,分别获公司回购532.57亿港元、260.37 亿港元、176.93亿港元。 ...
美高梅中国(02282.HK)连续7日回购,累计斥资1.10亿港元
Summary of Key Points Core Viewpoint - MGM China has been actively repurchasing its shares, indicating a strategy to support its stock price amid recent declines [2][3]. Share Buyback Details - On September 18, MGM China repurchased 1.20 million shares at a price range of HKD 15.500 to HKD 15.770, totaling HKD 18.758 million [2]. - The stock closed at HKD 15.590 on the same day, reflecting a decrease of 2.44% with a total trading volume of HKD 102 million [2]. - Since September 10, the company has conducted buybacks for seven consecutive days, acquiring a total of 6.902 million shares for a cumulative amount of HKD 110 million, during which the stock price fell by 1.52% [2]. Year-to-Date Buyback Activity - Year-to-date, MGM China has executed 25 buybacks, totaling 23.9042 million shares and an aggregate buyback amount of HKD 372 million [3]. - A detailed breakdown of recent buybacks shows varying prices and amounts, with the highest buyback price recorded at HKD 16.650 and the lowest at HKD 10.660 [4].