从现金分红总额着 150家上市公司 拟现金分红总额超过 45家 市公司 拟现金分红总额超过 5 475 时报冒说 影狂哪家强? 随着上市公司半年报披露趋近尾声,越来越多的上市公司也 公布了中期分红情况。 Wind数据统计显示，截至8月26日10时，A股共有2358家 上市公司对外披露2025年半年报,1329家公司净利润实现 同比增长。而这其中,389家上市公司在发布半年报的同时 发布了中期分红方案,合计拟分红金额近1800亿元。 | 证券代码 | 证券简称 | 中期现金分红总额 (亿元) | 草菜分级 | | --- | --- | --- | --- | | 600941.SH | 中国移动 | 540.83 | 를 | | 601728.SH | 中国电信 | 165.81 | 를 | | 600028.SH | 中国石化 | 106.70 | 를 | | 002714.SZ | 牧原股份 | 50.02 | 高 | | 000001.SZ | 平安银行 | 45.80 | 를 | | 300750.SZ | 宁德时代 | 45.68 | 高 | | 002415 C7 | 海唐咸初 | 36 93 | ...

作者 |第一财经 周斌 上市公司中报纷至沓来，越来越多上市公司加入了中期分红队伍。 8月25日，炬芯科技（688049.SH）、中钢天源（002057.SZ）、泰禾股份（301665.SZ）披露了2025年半 年报，同时公布了首次中期分红方案。近日，还有中国中车（601766.SH）、长安汽车（000625.SZ）等 多家上市公司也计划首次进行中期分红。 Wind数据显示，截至8月24日发稿，已有超过290家上市公司公布中期分红预案，合计中期分红金额超 过1640亿元。 2025.08.24 本文字数：2308，阅读时长大约4分钟 从上述公司中期现金分红金额来看，有3家公司中期分红金额超过百亿元，有18家公司分红金额超过10 亿元。分红比例方面，有16家公司分红比例超过100%，接近六成的上市公司分红比例在30%-100%之 间。 同日发布上半年利润分配方案的上市公司中，还有长安汽车、恒力石化也是首次进行中期分红。其中， 长安汽车计划以总股本99.14亿股为基数，向全体股东每10股派送现金红利0.50元（含税），公司合计拟 派送现金4.96亿元（含税），现金分红比例为21.65%。 超20家公司首次中期分红 ...

作者 | 第一财经 周斌 上市公司中报纷至沓来，越来越多上市公司加入了中期分红队伍。 8月25日，炬芯科技（688049.SH）、中钢天源（002057.SZ）、泰禾股份（301665.SZ）披露 了2025年半年报，同时公布了首次中期分红方案。近日，还有中国中车（601766.SH）、长安汽车 （000625.SZ）等多家上市公司也计划首次进行中期分红。 Wind数据显示，截至8月24日发稿，已有超过290家上市公司公布中期分红预案，合计中期分红金 额超过1640亿元。 从上述公司中期现金分红金额来看，有3家公司中期分红金额超过百亿元，有18家公司分红金额超过 10亿元。分红比例方面，有16家公司分红比例超过100%，接近六成的上市公司分红比例在 30%-100%之间。 超20家公司首次中期分红 2025.08. 24 本文字数：2308，阅读时长大约4分钟 据第一财经粗略统计，截至8月24日，近期已披露2025年半年度利润分配的上市公司中，已有超20 家上市公司首次计划发放中期"现金红包"。 比如，根据炬芯科技、中钢天源、泰禾股份8月24日披露的2025年上半年利润分配方案，三家公司 拟派发的现金红利分别 ...

截至8月24日发稿，已有超过290家上市公司公布中期分红预案。 上市公司中报纷至沓来，越来越多上市公司加入了中期分红队伍。 8月25日，炬芯科技（688049.SH）、中钢天源（002057.SZ）、泰禾股份（301665.SZ）披露了2025年半 年报，同时公布了首次中期分红方案。近日，还有中国中车（601766.SH）、长安汽车（000625.SZ）等 多家上市公司也计划首次进行中期分红。 Wind数据显示，截至8月24日发稿，已有超过290家上市公司公布中期分红预案，合计中期分红金额超 过1640亿元。 从上述公司中期现金分红金额来看，有3家公司中期分红金额超过百亿元，有18家公司分红金额超过10 亿元。分红比例方面，有16家公司分红比例超过100%，接近六成的上市公司分红比例在30%-100%之 间。 超20家公司首次中期分红 据第一财经粗略统计，截至8月24日，近期已披露2025年半年度利润分配的上市公司中，已有超20家上 市公司首次计划发放中期"现金红包"。 同日发布上半年利润分配方案的上市公司中，还有长安汽车、恒力石化也是首次进行中期分红。其中， 长安汽车计划以总股本99.14亿股为基数，向全体 ...

转自：证券日报网 本报记者 吴晓璐 长安汽车8月22日晚间发布2025年中期利润分配预案，以总股本99.14亿股为基数，向全体股东每10 股派送现金红利人民币0.50元（含税），公司合计拟派送现金人民币4.96亿元（含税），不送红股，不 以资本公积金转增股本。 长安汽车称，此次分红是为积极响应《国务院关于加强监管防范风险推动资本市场高质量发展的若 干意见》（即新"国九条"）的文件精神和要求。公司制定2025年中期利润分配预案，预案符合《公司 法》和《公司章程》中关于利润分配政策的规定，在保障公司运营和长期发展方面资金需求的前提下， 积极回报股东，增加公司分红频次，与股东共享公司经营发展成果，增强股东获得感，具备合法性、合 规性及合理性。 284家公司拟半年报分红1630亿元 新"国九条"提出，增强分红稳定性、持续性和可预期性，推动一年多次分红、预分红、春节前分 红。 自去年以来，上市公司一年多次分红蔚然成风。据Wind资讯数据统计，今年以来，截至8月23日， 已经有1660家上市公司披露2025年半年报，其中284家公司披露半年报分红预案，计划分红金额合计 1630.27亿元。其中，中国移动、中国电信、中国石 ...

Group 1: Artificial Intelligence Developments - Chinese Premier Li Qiang emphasized the importance of making artificial intelligence (AI) a public good and proposed three suggestions for its development and governance during the opening ceremony of the 2025 World Artificial Intelligence Conference [2] - The Chinese government has initiated the establishment of a World Artificial Intelligence Cooperation Organization, with plans for its headquarters in Shanghai [2] - The 2025 World Artificial Intelligence Conference released the "Global Governance Action Plan for Artificial Intelligence," encouraging international cooperation and innovation-friendly policies [2] Group 2: Economic and Market Updates - The third batch of funds for the consumption upgrade program has been allocated, amounting to 69 billion yuan [3] - The film box office for the summer season has exceeded 4.9 billion yuan, with a single-day box office surpassing 100 million yuan [3] - The steel market has shown unexpected strength, with rebar prices rising to 3,356 yuan per ton, a 15.2% increase from the annual low [5] Group 3: Corporate Movements - China National Petroleum Corporation's Daqing Gas Field has achieved an annual production capacity of over 2.5 billion cubic meters, becoming a key resource for natural gas production growth in China [7] - Tesla plans to further implement its smart driving assistance system in China and Europe by 2025, pending regulatory approval [7] - Alibaba's AI glasses have completed development and are expected to be officially launched within the year [7] - Bilibili reported that over 140 million users engaged with AI-related content in Q1 2025, leading to a 100% increase in daily viewing time for such content [8] Group 4: Investment Trends - Over 330 listed companies in A-shares have announced mid-term profit distribution plans, doubling the number from the previous year [5] - The issuance of technology innovation bonds has continued to grow, with a total underwriting amount of 381.39 billion yuan in the first half of 2025, a year-on-year increase of 56.48% [5] - Global asset management giant Schroders has launched a private real estate equity investment fund of approximately 3 billion yuan, focusing on investment opportunities in core cities of the Yangtze River Delta [5]

Core Viewpoint - The recent surge in A-share bank stocks is driven by a wave of mid-term dividend announcements from listed companies, marking a significant shift in the dividend culture of the A-share market [2][3]. Group 1: Mid-term Dividend Trends - Over 330 listed companies have announced mid-term profit distribution plans, doubling the number from the same period last year, indicating a transformation in the A-share dividend ecosystem [2]. - Mid-term dividends are evolving from a rare occurrence to a common practice, reflecting a shift from fixed annual distributions to more flexible and frequent payouts [2]. Group 2: Corporate Confidence and Governance - Companies emphasize that mid-term dividends are based on expectations of sustained stable performance throughout the year, showcasing their confidence in future prospects [3]. - The decision to distribute dividends is framed as a governance philosophy rather than a mere financial tactic, highlighting a mature approach to investor relations [3]. Group 3: Market Response and Capital Structure - The market has responded positively to the mid-term dividend trend, with high-yield strategies gaining traction as a stabilizing force in volatile markets [4]. - Stable and predictable dividends are increasingly sought after by patient capital, such as social security funds and insurance institutions, which value transparent dividend policies [4]. Group 4: Regulatory Environment and Future Outlook - The new "National Nine Articles" policy, effective April 2024, aims to strengthen cash dividend regulations and incentivize companies to increase dividend payouts, promoting mid-term dividends as a new trend [4]. - The interaction between regulation, listed companies, and investors is fostering a proactive dividend culture in the A-share market, moving from passive to active engagement [4]. Group 5: Value Creation and Market Dynamics - The cycle of governance optimization, increased dividends, and valuation restructuring is reshaping the value discovery logic in the A-share market [5]. - The emerging collaborative framework between investors and listed companies is no longer just a vision, as the dividend trend is creating ripples of value reassessment across the market [5].

Market Performance - On July 23, A-shares experienced a decline, with the Shanghai Composite Index up by 0.01% and the Shenzhen Component down by 0.37% [1] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.8 trillion, showing a slight decrease compared to the previous day [1] - Over 4,000 stocks fell, while more than 1,200 stocks rose [1] Sector Performance - The super hydropower concept stocks remained strong, with companies like China Power Construction hitting the daily limit [1] - Financial stocks, including brokerages and insurance, performed well, with Guosheng Jin控 hitting the daily limit [1] - Steel stocks saw a pullback after an initial rise, with Liugang Co. achieving six consecutive daily limits [1] - The Hainan and ultra-high voltage sectors experienced significant declines [1] Index Movements - The hydropower construction index rose by 2.64%, while the Hainan Free Trade Port index fell by 4.46% [2] - The cement manufacturing index decreased by 5.07%, indicating a downward trend in that sector [2] Corporate Actions - As of July 22, 329 A-share companies announced plans for mid-term profit distribution for 2025, indicating a trend towards frequent and high dividend payouts [3] - The increasing frequency of dividends is becoming mainstream, with high dividend yield companies gaining favor among investors [3] Policy and Future Outlook - Industry insiders expect that with ongoing policy guidance, the willingness of listed companies to enhance both quality and returns will continue to grow [4] - The National Development and Reform Commission is actively engaging with enterprises to discuss the development of state-owned and private enterprises, emphasizing long-term growth and collaboration [4]

Core Viewpoint - The trend of mid-term dividends is becoming mainstream among listed companies in China's A-share market, with an increasing number of companies announcing mid-term profit distribution plans, reflecting a growing focus on shareholder returns and investor confidence [1][2][4]. Group 1: Mid-term Dividend Trends - As of July 22, 329 listed companies in the A-share market have announced plans for mid-term dividends for 2025, indicating a shift towards more frequent dividend distributions [1]. - Companies like WoHua Pharmaceutical and JuZan Optoelectronics have proposed specific dividend plans, such as a cash dividend of 1.2 yuan per 10 shares and a stock dividend of 4.5 shares for every 10 shares, respectively [1][2]. - The reasons for these dividend announcements include "returning to investors" and "enhancing investor confidence," which have become key themes among companies [1][2]. Group 2: Investor Sentiment and Market Impact - The trend of multiple dividends per year is seen as a way to provide investors with more opportunities for low-cost accumulation of shares, making these stocks attractive [3]. - Institutions like Bosera Fund view frequent dividends as a means to boost investor confidence and attract long-term capital, such as insurance funds and pensions [3]. - Goldman Sachs predicts that by the end of 2025, Chinese listed companies will distribute 3 trillion yuan in dividends, a record high that is expected to attract more global investors and enhance company valuations [3]. Group 3: Policy Support and Regulatory Framework - The positive changes in dividend distribution are attributed to both companies' focus on value management and the ongoing policy support aimed at increasing dividend rates [4]. - The new "National Nine Articles" released last year emphasizes cash dividend regulation and encourages high-dividend companies, promoting trends like multiple dividends per year and pre-dividends [4]. - Experts suggest that optimizing dividend policies and simplifying procedures can further enhance the frequency and stability of dividends, aligning with companies' long-term development needs [5].

Core Viewpoint - A total of 2,931 A-share listed companies have completed their 2024 annual profit distribution plans as of July 7, with several companies planning significant dividends for 2025 mid-term distributions [1][2][4]. Group 1: 2024 Annual Profit Distribution - Companies such as Yinbang Co., Zancore Co., and Boji Medicine have announced their 2024 annual profit distribution plans, with cash dividends ranging from 0.1 yuan to 0.17 yuan per share [1][2][3]. - For instance, Yinbang Co. plans to distribute 0.1 yuan per 10 shares, while Zancore Co. will distribute 0.17 yuan per share, and Boji Medicine will distribute 0.12 yuan per 10 shares [2][3]. - Notably, Laofengxiang plans to distribute a cash dividend of 1.72 yuan per A-share and 0.240133 USD per B-share [3]. Group 2: Upcoming Significant Dividends - Companies like Kingsoft Office, Sulian Co., Hualan Biological Engineering, Laofengxiang, Changhong Huayi, and Guangdong Expressway A are expected to announce substantial dividend distributions [2][4]. - Sulian Co. plans to distribute 8 yuan per 10 shares and additionally issue 3 bonus shares for every 10 shares held [3]. Group 3: Mid-term Profit Distribution Plans - Over 320 A-share listed companies have announced plans for mid-term profit distributions for 2025, indicating a trend towards more frequent dividend payments [4][5]. - The increase in mid-term dividends is seen as a signal of financial stability, governance transparency, and valuation support for companies [5][6]. Group 4: Investor Insights - Analysts suggest that companies increasing dividend frequency and focusing on mid-term distributions can enhance their growth, return, and certainty values [6]. - Investors are advised to consider historical dividend records, cash flow adequacy, and industry characteristics when selecting potential mid-term dividend stocks [6].