分红家数、规模双创新高 近年来，深市分红生态持续向好，上市公司分红的持续性和稳定性明显提升。 分红家数、分红总额均创历史新高。从分红总额来看，深市共有1884家公司披露年度分红预案，金额合 计4308.29亿元，叠加前期中期分红等，已披露年报公司2024财年共计分红5789.55亿元，同比增 14.97%，占上市公司净利润的47.72%。从平均分红金额来看，2024年度深市上市公司年度平均分红金 额3.08亿元，同比增长21.26%。 证券时报记者 吴少龙 在资本市场中，现金分红是上市公司对股东的直接回报，也是衡量企业经营质量与投资价值的关键指 标。伴随2024年年报收官，深市上市公司用真金白银交出了一份亮眼的分红成绩单。 数据显示，已披露年报公司2024财年共计分红5789.55亿元，同比增14.97%。从平均分红金额来看， 2024年度深市上市公司年度平均分红金额3.08亿元，同比增长21.26%。 常态化分红机制已形成 与此同时，民企分红家数、分红总额齐增，充分显示深市民企成长韧性足、潜力大。 2024年，1315家民企披露了分红预案，年报分红金额达2119.74亿元，2024年度分红总额3090.7亿 ...

| 阶段涨幅 | 李度涨幅 | 年度涨幅 | | [] 下载天天基金手机版,随时查 | | | --- | --- | --- | --- | --- | --- | | | 近1周 | 近1月 | 近3月 | 近6月 | 今年来 | | 阶段涨幅 | -3.28% | -5.98% | 3.17% | -7.78% | -3.38% | | 同类平均0 | -0.25% | -4.29% | 0.80% | -2.50% | -1.17% | | 沪深300 | -0.23% | -3.58% | -1.10% | -3.81% | -4.06% | | 跟踪标的? | -3.42% | -6.23% | 3.44% | -8.97% | -4.49% | | 同类排名 3 | | 3336 3430 2470 3388 707 3242 2371 2855 | | | 2064 3161 | | | | | | 图片来源:天天基金网 2025/4/29 | | | ○ 基金经理:侯昊 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | - ...

Group 1 - The company has approved a profit distribution plan for 2024, proposing a cash dividend of 23.17 yuan per 10 shares, totaling approximately 3.49 billion yuan [15][16][67] - The company operates primarily in the production and sale of liquor, utilizing solid-state fermentation for production and both offline distribution and online direct sales for marketing [2][4] - The company has maintained its business model and has not undergone significant changes in its operations during the reporting period [2] Group 2 - The company reported a 31.92% decrease in operating revenue compared to the previous period, attributed to market conditions affecting liquor sales [75] - The company’s operating costs also decreased by 30.67%, reflecting the decline in sales revenue [75] - Research and development expenses increased by 246.35%, indicating a focus on enhancing product development [75] Group 3 - The company has a history of consistent cash dividends since its listing in 2009, with a total cash dividend amounting to 52.85 billion yuan (including the mid-2024 dividend) [67] - The company has implemented a "Quality Return Double Improvement" action plan to enhance operational quality and investor confidence [64][67] - The company has received an A rating for its information disclosure for twelve consecutive years, reflecting its commitment to transparency [68]

Core Viewpoint - The China Securities Hong Kong 300 Leisure Index (H300 Leisure) has shown a decline of 6.48% over the past month, but has increased by 3.86% over the last three months and 1.65% year-to-date [2] Group 1: Index Performance - The H300 Leisure Index is currently reported at 2622.85 points [1] - The index reflects the overall performance of listed companies in various themes such as banking, transportation, resources, infrastructure, logistics, and leisure, selected from the China Securities Hong Kong 300 Index [2] - The index was established on December 31, 2004, with a base point of 1000.0 [2] Group 2: Index Holdings - The top ten weighted companies in the H300 Leisure Index are Tencent Holdings (12.0%), NetEase-S (11.48%), Kuaishou-W (10.64%), Baidu Group-SW (10.57%), Yum China (9.36%), Trip.com Group-S (8.2%), Meituan-W (7.81%), Galaxy Entertainment (5.15%), China Resources Beer (3.1%), and Haidilao (2.79%) [2] - The index's holdings are entirely composed of companies listed on the Hong Kong Stock Exchange, with a 100.00% allocation [2] Group 3: Sector Allocation - The sector allocation of the H300 Leisure Index includes Leisure Services (39.89%), Digital Media (38.67%), Cultural Entertainment (12.69%), Alcohol (7.30%), and Marketing & Advertising (1.45%) [2] Group 4: Index Adjustment - The index samples are adjusted semi-annually, with adjustments implemented on the next trading day following the second Friday of June and December each year [3] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [3]

数据来源： Choice，统计截至2025/3/31，不作投资推荐 以下文章来源于东方财富Choice数据 ，作者Choice数据 东方财富Choice数据 . Choice数据是东方财富旗下智能金融数据品牌，是国内领先的金融数据服务商。我们致力于为金融投资 机构、学术研究机构、政务监管、媒体和专业投资者提供金融投资领域多场景解决方案，以及更高效、 更精准的投资决策依据。 基金市场 截至2025年一季度末，公募基金市场基金数量12532只，资产净值32.07万亿 元， 环 比 减少1.74% 。 ， 统计截至2025/3/31，不作投资推荐 重仓持股 资产配置 1.大类资产配置 Choi ce数据显示，截至2025年一季度末，基金持有量最多的资产类型为 债券 ，持有市值 19.66万亿元，占基金资产总值比例58.1%；其次为 股票 ，持有市值6.92万亿元，占比 20.45%。 其中，较2024年年报占比提升最多的资产类型为债券 ，占比增长3.99%，占比下降最多的 资产类型为现金，占比下降3.6%。 | Choice数据 | | 2025年一季报公募基金资产配置 | | | | --- | --- | -- ...

Group 1 - The core index, CN Consumption Composite Index, closed at 8775.28 points, with a monthly increase of 0.61%, a quarterly increase of 7.78%, and a year-to-date increase of 1.78% [1] - The index is designed to reflect the overall performance of different industry securities from mainland Chinese enterprises, classified according to the China Securities Index industry classification standards [1] - The top ten holdings in the CN Consumption Composite Index include Kweichow Moutai (27.04%), Wuliangye (7.02%), Yili (5.12%), Muyuan Foods (3.07%), Shanxi Fenjiu (2.96%), Luzhou Laojiao (2.64%), Wens Foodstuff (2.55%), Nongfu Spring (1.97%), Haitian Flavoring (1.96%), and Dongpeng Beverage (1.63%) [1] Group 2 - The market distribution of the CN Consumption Composite Index shows that the Shanghai Stock Exchange accounts for 54.65%, Shenzhen Stock Exchange for 34.46%, Hong Kong Stock Exchange for 10.65%, and other exchanges have negligible shares [2] - In terms of industry composition, the index is heavily weighted towards alcohol (50.76%), followed by food (21.30%), breeding (13.38%), soft drinks (6.02%), planting (3.20%), beauty care (2.71%), household goods (1.94%), and tobacco (0.58%) [2] Group 3 - The index sample is adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December, and can also be adjusted temporarily under special circumstances [3] - Adjustments to the index sample occur when there are changes in industry classification due to special events or when a sample company is delisted [3]

Fundraising Overview - The company raised a total of RMB 411,999,905.24 through a non-public stock issuance of 22,562,974 shares, with a net amount of RMB 404,971,004.16 after deducting issuance costs [2][3] - As of December 31, 2023, the cumulative amount used from the raised funds was RMB 172,965,729.28, leaving a balance of RMB 242,481,797.23 [3][4] Fund Usage and Management - In the reporting period, the company used RMB 74,038,828.66 from the raised funds, with a balance of RMB 171,503,968.81 remaining at the end of the period [4][5] - The company has established a strict management system for the raised funds, ensuring that they are used for designated purposes and are subject to rigorous approval processes [5][6] Changes in Fund Usage - The company decided to change the use of part of the raised funds, terminating the "Research and Testing Center for Qingke Liquor" project and reallocating RMB 35,399,000.00 to supplement working capital [7][18] Financial Performance - For the fiscal year 2024, the company reported total revenue of RMB 125,484.07 million and a net profit attributable to shareholders of RMB 4,213.53 million [41][46] Shareholder Returns - The company proposed a cash dividend of RMB 0.11 per share, amounting to a total distribution of RMB 5,302,032.71, which represents 50.33% of the net profit for the year [47][48] Corporate Governance - The company held its fifth board meeting on April 22, 2025, where various reports including the annual financial report and profit distribution proposal were approved [37][41][46]

Group 1 - The core viewpoint of the news is the performance of the China Securities Hong Kong 300 Leisure Index, which has seen a decline of 15.19% over the past month but an increase of 3.60% over the past three months, with a year-to-date decrease of 0.33% [1] - The China Securities Hong Kong 300 Leisure Index is composed of securities from various industry themes such as banking, transportation, resources, infrastructure, logistics, and leisure, reflecting the overall performance of different thematic listed companies in the Hong Kong market [1] - The index's top ten holdings include Tencent Holdings (11.72%), NetEase-S (11.24%), Kuaishou-W (10.7%), Baidu Group-SW (10.16%), Yum China (9.2%), Meituan-W (8.52%), Trip.com Group-S (8.35%), Galaxy Entertainment (5.09%), China Resources Beer (3.21%), and Qingdao Beer Co. (2.78%) [1] Group 2 - The industry composition of the holdings in the China Securities Hong Kong 300 Leisure Index shows that leisure services account for 40.54%, digital media for 37.99%, cultural entertainment for 12.43%, alcohol for 7.67%, and marketing and advertising for 1.38% [2] - The index samples are adjusted semi-annually, with adjustments implemented on the next trading day following the second Friday of June and December each year, and weight factors are adjusted accordingly [2]

燕京啤酒（000729）3月24日主力资金净流入 1404.98万元 金融界消息 截至2025年3月24日收盘，燕京啤酒（000729）报收于12.28元，上涨0.49%，换手率 0.63%，成交量15.93万手，成交金额1.95亿元。 资金流向方面，今日主力资金净流入1404.98万元，占比成交额7.21%。其中，超大单净流出135.50万 元、占成交额0.7%，大单净流入1540.48万元、占成交额7.91%，中单净流出流出3224.70万元、占成交 额16.56%，小单净流入1819.72万元、占成交额9.34%。 燕京啤酒最新一期业绩显示，截至2024三季报，公司营业总收入128.46亿元、同比增长3.47%，归属净 利润12.88亿元，同比增长34.73%，扣非净利润12.61亿元，同比增长45.68%，流动比率1.721、速动比率 1.284、资产负债率36.18%。 天眼查商业履历信息显示，北京燕京啤酒股份有限公司，成立于1997年，位于北京市，是一家以从事 酒、饮料和精制茶制造业为主的企业。企业注册资本281853.9341万人民币，实缴资本281853.9341万人 民币。公司法定代表人为耿 ...

通过天眼查大数据分析，泸州老窖股份有限公司共对外投资了30家企业，参与招投标项目1136次，知识 产权方面有商标信息5000条，专利信息1020条，此外企业还拥有行政许可69个。 泸州老窖最新一期业绩显示，截至2024三季报，公司营业总收入243.04亿元、同比增长10.76%，归属净 利润115.93亿元，同比增长9.72%，扣非净利润115.64亿元，同比增长10.24%，流动比率4.484、速动比 率3.363、资产负债率31.46%。 天眼查商业履历信息显示，泸州老窖股份有限公司，成立于1995年，位于泸州市，是一家以从事酒、饮 料和精制茶制造业为主的企业。企业注册资本147198.7769万人民币，实缴资本147189.51万人民币。公 司法定代表人为刘淼。 泸州老窖（000568）3月24日主力资金净流入 8227.61万元 金融界消息 截至2025年3月24日收盘，泸州老窖（000568）报收于132.75元，上涨1.58%，换手率 0.84%，成交量12.38万手，成交金额16.31亿元。 资金流向方面，今日主力资金净流入8227.61万元，占比成交额5.04%。其中，超大单净流入1884.5 ...