股价表现方面，股权登记日为今日的12只个股中，近5日涨幅最大的是城建发展，累计涨幅为3.77%， 其余涨幅居前的有中金公司、首创证券等。（数据宝） 即将实施分红的公司一览 上市公司目前进入分红实施季。证券时报·数据宝统计，以股权登记日为基准，今日12家公司分配方案 将要实施。 统计显示，2024年度推出分配方案的公司合计有3679家。在监管层大力提倡现金分红的背景下，上市公 司现金分红更加积极，2024年度分配方案中含有现金分红的有3674家，累计派现金额1.64万亿元。2024 年度分配方案中含送转股的有347家。 对于关注分红的投资者而言，在分红方案密集实施季，上市公司分红有两个比较重要的日期，即股权登 记日和除权除息日。以除权除息日计算，目前有3650家公司分配方案已经实施，未来一段时间需要关注 的就是这些公司股价能否走出"填权"行情。 尚未实施的含权股中，投资者若看重分红，可提前进行"抢权"，而股权登记日则是对本次分红"抢权"的 最后一个交易日。证券时报·数据宝统计显示，股权登记日为今日的共有12家公司。从这些公司的分红 方案来看，每10股派现金额在1元（含税）及以上的共有5家，东方电气派现最大方，每 ...

Core Points - The current season marks the implementation of dividend distribution for listed companies, with 24 companies executing their distribution plans today [1] - A total of 3,679 companies have announced distribution plans for the 2024 fiscal year, with 3,674 of them including cash dividends, amounting to a total cash payout of 1.64 trillion yuan [1] - The distribution plans also include stock transfers, with 346 companies offering such options [1] Group 1 - The key dates for investors focusing on dividends are the ex-dividend date and the record date, with 3,421 companies having already implemented their distribution plans [1] - Investors interested in dividends may consider "抢权" (rights grabbing) before the record date, which is the last trading day to qualify for the current dividend [1] - Among the 24 companies with a record date today, 16 companies are offering cash dividends of 1 yuan (after tax) or more per 10 shares, with 博隆技术 offering the highest at 7.50 yuan per 10 shares [1][2] Group 2 - The highest stock transfer ratio among the companies with a record date today is also from 博隆技术, which has a distribution plan of 10 shares for every 2 shares transferred, along with a cash dividend of 7.5 yuan [2] - In terms of stock performance, 国机通用 has seen the highest increase over the past five days, with a cumulative rise of 21.42%, followed by 梓橦宫 and 氯碱化工 [2] - A detailed list of companies implementing dividend distributions includes their respective cash payouts, stock transfer ratios, latest closing prices, and five-day price changes [2][3]

Group 1 - The core logic behind the recent filling rights market is the optimistic expectations regarding the future performance of the underlying companies [1] - Filling rights refer to the process where a stock price rises to fill the gap after ex-rights and ex-dividend [1] - Companies with good development prospects, stable profitability, and sustainable growth potential tend to receive higher valuations from the market [1] Group 2 - Emerging technology companies are examples of firms experiencing filling rights due to their core technologies, large market shares, and strong innovation capabilities [1] - The market is confident in the future performance growth of these companies, which is expected to lead to significant stock price increases [1] - This performance-driven filling rights market not only provides substantial returns for investors but also helps optimize market resource allocation [1] Group 3 - However, some filling rights stocks may be subject to pure speculation, lacking performance support [2] - Short-term speculation can lead to significant price volatility, particularly in small-cap stocks without fundamental backing [2] - Investors are advised to analyze the company's fundamentals, focusing on performance, industry position, and core competitiveness to identify sustainable filling rights [2] Group 4 - Future performance is a crucial support for the filling rights market, representing an inherent market operation rule [3]

Core Insights - The Hong Kong dividend assets have strengthened this year, primarily benefiting from defensive allocation needs after a relative decline in risk appetite. As growth stocks continue to narrow, these defensive assets with stable absolute return capabilities have become a consensus among both domestic and foreign investors [1][3] - Insurance capital has frequently targeted Hong Kong dividend assets this year, driven by the positioning of insurance OCI accounts and a domestic asset shortage. Additionally, the relatively smaller market capitalization of Hong Kong banks compared to A-shares makes them more susceptible to triggering the takeover mechanism [1][4] - The pricing logic of Hong Kong dividend assets is influenced by multiple factors, including foreign investor preferences, changes in global risk-free interest rates, and liquidity discounts relative to A-shares [1][6] - The significant contraction of the AH premium this year has limited its impact on Hong Kong dividend assets in the medium to long term, as the majority of allocation funds come from long-term investors like insurance and social security, which have strong dividend capabilities and high long-term value [1][8] - There is a potential for a filling rights market after the ex-dividend date for high-dividend stocks in both Hong Kong and A-shares, with statistical data indicating that many stocks may see this filling rights market occur around July and August [1][9] Industry Outlook - The second half of the year is a turning point for insurance OCI allocation and accounting standard shifts, with expected incremental insurance funds favoring high-dividend stocks in both A-shares and Hong Kong, providing support for the Hong Kong dividend market [2][11] - As of June 17, the Hang Seng High Dividend Low Volatility Index has increased by 20.91% since the low on April 8, indicating strong performance in Hong Kong's high-dividend assets, especially in contrast to the pullback of the A-share dividend index [3] - The total cash dividend for Hong Kong stocks in 2024 is projected to reach HKD 1.38 trillion, with a year-on-year growth rate exceeding 10%. The dividend payout ratio is close to 40%, and the average dividend yield is expected to reach 4%, showing improvements compared to 2023 [5] - The pricing of Hong Kong dividend assets is also affected by the ability to short sell, which allows for more efficient pricing compared to A-shares, where liquidity is generally lower, leading to potential undervaluation of many Hong Kong stocks [6][8] - In a potential interest rate cut scenario by the Federal Reserve, Hong Kong dividend assets may benefit from a more favorable liquidity environment, increasing foreign capital interest [7]

Group 1 - The core point of the article highlights the active cash dividend distribution by listed companies, with 3,675 companies proposing distribution plans for the 2024 fiscal year, including cash dividends from 3,670 companies totaling 1.64 trillion yuan [1][2][3] - The implementation of dividend distribution is concentrated around two key dates: the ex-dividend date and the record date, with 1,294 companies having already implemented their distribution plans [1][2] - Investors are encouraged to pay attention to the "filling rights" market for companies that have not yet implemented their dividend plans, with 167 companies having their record date today [1][2] Group 2 - Among the companies with a record date today, 123 companies are distributing cash dividends of 1 yuan (including tax) or more per 10 shares, with China Mobile being the most generous, distributing 22.92 yuan per 10 shares [1][2][3] - The highest stock transfer ratio among the companies with a record date today is from Zhiyang Innovation, which has a distribution plan of 10 shares for 4.9 shares and a cash dividend of 5 yuan [2][3] - The stock performance of companies with a record date today shows that Gongchuang Lawn has the highest increase over the past five days at 34.43%, followed by Lakala and Yuhua Tian [2][3]

Group 1 - The core point of the article is that the current dividend distribution season has seen 90 companies implementing their distribution plans, with a total of 3,671 companies proposing distribution plans for the 2024 fiscal year, reflecting a strong emphasis on cash dividends from listed companies [1][2] - In the 2024 distribution plans, 3,666 companies included cash dividends, amounting to a total cash distribution of 1.64 trillion yuan, while 346 companies included stock transfers [1] - Important dates for investors focusing on dividends are the ex-dividend date and the record date, with 578 companies having already implemented their distribution plans [1] Group 2 - Among the companies with record dates today, 60 companies are distributing cash dividends of 1 yuan (including tax) or more per 10 shares, with Spring Wind Power being the most generous, distributing 38.50 yuan per 10 shares [1][2] - The highest stock transfer ratio among the companies with record dates today is from Tongxing Technology, which has a distribution plan of 10 shares transferred for every 4.5 shares and a cash distribution of 2.5 yuan [2] - The stock performance of companies with record dates today shows that Zhengzhong Design has the highest increase over the past five days, with a cumulative increase of 22.78% [2]

Core Viewpoint - The article highlights the active cash dividend distribution by listed companies in the 2024 fiscal year, with a total of 3,669 companies announcing distribution plans, reflecting a strong emphasis on cash dividends encouraged by regulatory bodies [1][2]. Summary by Category Dividend Distribution - A total of 3,664 companies included cash dividends in their distribution plans for 2024, with a cumulative cash payout amounting to 1.64 trillion yuan [1]. - There are 346 companies that included stock transfers in their distribution plans for 2024 [1]. Key Dates for Investors - Important dates for investors focusing on dividends are the ex-dividend date and the record date. Currently, 119 companies have implemented their distribution plans, and investors should monitor whether these companies' stock prices can achieve a "filling rights" trend [1]. - For companies yet to implement their rights, investors may consider "抢权" (grabbing rights) before the record date, which is the last trading day for this dividend [1]. Notable Companies and Performance - Among the companies with a record date today, 9 out of 10 have a cash dividend of 1 yuan (tax included) or more per 10 shares. 雅艺科技 (Yayi Technology) has the highest payout of 5.00 yuan per 10 shares, followed by 九强生物 (Jiuqiang Biology) and 中润光学 (Zhongrun Optics) with payouts of 4.00 yuan and 3.50 yuan, respectively [1][2]. - The highest stock transfer ratio among the companies with a record date today is also from 雅艺科技, which has a distribution plan of 10 shares for every 3 shares transferred, along with a cash payout of 5 yuan [2]. - In terms of stock performance, 香山股份 (Xiangshan Co.) has seen the largest increase over the past five days, with a rise of 12.14%, followed by 三利谱 (Sanlipu) and 雅艺科技 (Yayi Technology) [2]. Summary of Upcoming Dividend Companies - A table lists companies with their respective cash payouts, stock transfer ratios, latest closing prices, and five-day price changes, indicating the financial health and market performance of these companies [2].

Core Points - The current season marks the implementation of dividend distribution for listed companies, with 31 companies executing their distribution plans today [1] - A total of 3,529 companies have announced distribution plans for the 2024 fiscal year, with 3,525 of them including cash dividends, amounting to a total cash payout of 1.56 trillion yuan [1] - The implementation of cash dividends is increasingly active among listed companies, reflecting regulatory encouragement for cash dividends [1] Dividend Distribution Details - Among the companies with distribution plans, 26 companies are offering cash dividends of 1 yuan (after tax) or more per 10 shares, with Aimeike leading at 38.00 yuan per 10 shares [1] - The companies with the highest stock transfer ratios include Zhucheng Technology, Tongye Technology, and Leirwei, each offering a transfer of 4 shares for every 10 shares held [2] - The stock performance of companies with distribution plans shows that Sanwei Chemical has the highest increase over the past five days, with a rise of 23.38% [2] Company Performance Overview - A summary of companies with upcoming dividend distributions includes: - Sanwei Chemical: 3.00 yuan per 10 shares, latest closing price 9.87 yuan, 5-day increase 23.38% [2] - Yunnan Baiyao: 11.85 yuan per 10 shares, latest closing price 57.91 yuan, 5-day increase 1.22% [2] - Aimeike: 38.00 yuan per 10 shares, latest closing price 173.53 yuan, 5-day decrease -2.68% [3]

Core Viewpoint - The article highlights the active cash dividend distribution by listed companies in the 2024 fiscal year, with a total of 3,118 companies proposing distribution plans, reflecting a strong emphasis on cash dividends encouraged by regulatory bodies [1]. Summary by Category Dividend Distribution - A total of 3,114 companies will include cash dividends in their distribution plans for 2024, amounting to a cumulative cash payout of 1.47 trillion yuan [1]. - Among the 22 companies with a registration date today, 15 companies will distribute cash dividends of at least 1 yuan per 10 shares, with Minexplosion Optoelectronics offering the highest payout of 18.95 yuan per 10 shares [1][2]. Stock Performance - The stock with the highest recent performance among the 22 companies is Beiding Co., which has seen a cumulative increase of 37.18% over the past five days [2]. - Other notable performers include Hanyu Group and Lexin Medical, with increases of 10.01% and 6.74%, respectively [2]. Share Transfer - The company with the highest share transfer ratio among those distributing dividends today is Yizhi Konjac, which has a distribution plan of 10 shares transferred for every 10 shares held, along with a cash dividend of 5 yuan [2][3].