每经AI快讯，立讯精密12月31日晚间发布公告称，公司第六届第二十一次董事会会议于2025年12月31 日在广东省东莞市清溪镇北环路313号公司综合楼四楼会议室召开。会议审议了《关于以集中竞价交易 方式回购公司股份方案的议案》等文件。 每经头条（nbdtoutiao）——最高返现60%！惠民保年末销售乱象调查：业务员"贴钱"冲考核，谁在"赔 本赚吆喝"？ （记者 曾健辉） ...

Core Viewpoint - The implementation of stable cash dividends by listed companies enhances shareholder recognition and market acceptance, with regulatory support from the China Securities Regulatory Commission (CSRC) encouraging reasonable and stable dividend policies [2][3]. Group 1: Dividend Implementation - Over 10 companies listed on the Shenzhen Stock Exchange announced mid-term and third-quarter dividend implementation announcements, with over 18 companies expected to distribute more than 10 billion yuan in total dividends at the beginning of 2026 [2]. - In 2025, Shenzhen-listed companies cumulatively distributed cash dividends amounting to 547.56 billion yuan, with a total of over 2 trillion yuan in dividends expected during the "14th Five-Year Plan" period [2]. - A total of 533 companies in Shenzhen implemented mid-term dividends of 132.93 billion yuan in 2025, representing a year-on-year increase of 25.98% [2]. Group 2: Regulatory Environment - The new "National Nine Articles" strengthens the regulation of cash dividends for listed companies and increases incentives for high-dividend companies [3]. - The CSRC issued guidelines to encourage cash dividends, aiming to enhance dividend levels and promote more frequent dividend distributions [3]. Group 3: Dividend Distribution by Sector - In 2025, the main board of Shenzhen listed 965 companies that cumulatively distributed cash dividends of 410.11 billion yuan, accounting for 74.90% of the total cash dividends in Shenzhen [3]. - The growth rate of dividends in the ChiNext board is notable, with 945 companies distributing a total of 137.45 billion yuan, reflecting a year-on-year growth of 8.41% [3]. Group 4: Notable Companies and Dividend Amounts - In the consumer sector, Wuliangye (000858.SZ) distributed 10 shares for 25.78 yuan, totaling 10.01 billion yuan in December 2025 [4]. - Gree Electric (000651.SZ) approved a mid-term profit distribution plan, distributing 10 yuan per 10 shares, totaling 5.59 billion yuan [4]. - In the financial sector, GF Securities (000776.SZ) distributed 1 yuan per 10 shares, totaling 0.76 billion yuan [4]. Group 5: Financial Performance - In the first three quarters of 2025, Shenzhen-listed companies achieved a total operating income of 15.72 trillion yuan, a year-on-year increase of 4.31%, and a net profit attributable to shareholders of 903.02 billion yuan, up 9.69% [5]. - 2,169 companies reported profits, representing 75.34% of the total, with 207 companies (9.54% of profitable companies) experiencing profit growth exceeding 100% [5].

Group 1 - The core viewpoint is that Lens Technology (300433.SZ) is initiated with a "Buy" rating, with projected revenues for 2025E/2026E/2027E at 90.657 billion, 112.837 billion, and 134.903 billion yuan, representing year-on-year growth of 29.7%, 24.5%, and 19.6% respectively, and net profits of 5.424 billion, 6.705 billion, and 7.931 billion yuan, with growth rates of 49.7%, 23.6%, and 18.3% respectively, corresponding to P/E ratios of 26.2, 21.2, and 17.9 times [1] Group 2 - Lens Technology is a one-stop precision manufacturing solution provider for the global smart terminal industry, primarily focusing on mobile glass processing, with capabilities in integrating various materials [2] - The company is expected to benefit significantly from the innovation cycle of iPhone, particularly with the anticipated launch of foldable screen products in 2026, which is projected to drive performance [2] - In the AI glasses sector, Lens Technology provides comprehensive production services for Rokid Glasses, positioning itself to capture early advantages in the smart glasses market [2] - The company is also expanding into humanoid robotics, with plans to undertake the assembly of Lingxi X2 robots in 2025 and participate in the development and manufacturing of key components [2] Group 3 - Contrary to common perceptions, the sales proportion of the iPhone Pro version has increased from 65.2% to 77.4% over the past three years, indicating a significant upgrade in market demand [3] - The launch of the iPhone foldable screen model is expected to fill the demand gap in the high-end market, despite concerns about its acceptance due to the delayed launch compared to competitors [3] - The company anticipates that the introduction of the iPhone foldable screen will leverage its brand premium and high average selling price (ASP) to achieve better-than-expected market performance [3] Group 4 - Key assumptions include projected revenue growth rates of approximately 29.7%, 24.5%, and 19.6% for 2025-2027, with smartphone and computer segments expected to grow at around 30.0%, 25.5%, and 20.0% respectively [3] - The company expects to maintain stable gross margins due to product structure optimization, vertical integration of upstream materials, and global capacity layout, with gross margins projected at 16.1%, 15.9%, and 15.8% for 2025-2027 [3] Group 5 - The launch of foldable screens by Apple and other smartphone brands in 2026 is expected to significantly boost the upstream supply chain [4]

2025.12. 31 本文字数：1446，阅读时长大约3分钟 作者 | 第一财经 安卓 2025年的最后一天，10余家深市上市公司披露了中期分红、三季度分红实施公告。第一财经根据 Wind数据统计，预计2026年初还有超18家公司分红金额合计超百亿元。 上市公司实施稳定分红，不仅能增强股东对公司的认同，还能提升公司在市场中的认可度。近期，证 监会发布《上市公司监督管理条例（公开征求意见稿）》，对上市公司现金分红作出明确要求，支持 上市公司制定合理稳定的分红政策。 从全年的数据来看，年内，深市上市公司累计发放现金股利5475.59亿元。"十四五"期间实施分红 总额超2万亿元，上市公司"愿分红、常分红"的生态逐步形成。 近年来，越来越多的上市公司加入了中期分红大军。年内深市已有533家公司实施中期分红1329.28 亿元，同比增加25.98%。近六成中期分红的深市公司股利支付率超20%，其中105家公司股利支付 率超50%。 上市公司实施中期分红，可以让投资者更早分享企业成长红利。新"国九条"明确强化上市公司现金 分红监管，加大对分红优质公司的激励力度。证监会发布《上市公司监管指引第3号——上市公司现 金分红》 ...

Group 1 - The company, Yidun Electronics (603328.SH), has limited PCB products applied in the industrial robot sector [1] - The company has not yet ventured into low Earth orbit satellites and AI server markets [1]

（记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：贵公司工业机器人显示面板有没有合作的？ 春秋电子（603890.SH）12月31日在投资者互动平台表示，尊敬的投资者，您好，镁合金可用于人形机 器人骨架等结构，公司正与客户共同进行相关产品的研发，以提升在相关领域的竞争优势。 ...

2025年，广东省A股上市公司市值增量为42700亿元，较年初市值增长27.95%。 广东省市值缩量最为严重的企业为迈瑞医疗、海天味业、华利集团、保利发展、传音控股，其中迈瑞医 疗的市值下降程度远高于其他四家，其年内市值缩水783亿元，而其他四家均未超过400亿元。 责任编辑：公司观察 其中，市值增量前五企业的增幅均超千亿，工业富联的市值增量甚至达到8050亿元，增幅188.46%，贡 献了全省市值增量的18.85%。而TOP5的其余四家企业，即中国平安、胜宏科技、立讯精密、生益科 技，市值增量均未超过3000亿元，全省市值增长贡献率未超过7%。 ...

证券时报•数据宝对上一期(12月10日)筹码集中股监测显示，这些股12月1日以来平均上涨0.27%，走势弱于同期沪指表现（上涨2.06%），其中， 30%的筹码集中股相对大盘获超额收益。 上期股东户数降逾一成个股中，久之洋涨幅最高，12月1日以来累计上涨58.86%，涨幅居前的还有北京君正、新金路等。 34股最新股东户数降逾一成 证券时报•数据宝统计显示，共有974只个股公布了12月20日股东户数，与上期（12月10日）相比，股东户数下降的有575只。其中股东户数降幅超 一成的有34只。 股东户数降幅最多的是福蓉科技，截至12月20日最新股东户数为61763户，较12月10日下降25.72%，筹码集中以来该股累计下跌19.44%，累计换 手率为78.15%，其间主力资金净流出2.72亿元。 （原标题：股东户数降幅榜：34股最新股东户数降逾一成） 974只股公布截至12月20日最新股东户数，相比上期股东户数下降的有575只，降幅居前的是福蓉科技、福晶科技、力聚热能等。 投资者除了在定期报告中获得股东信息数据外，还可以在交易所互动平台上通过提问方式了解部分公司更及时（每月10日、20日、月末）的股东 户数信息。以 ...

Group 1 - The core viewpoint of the article highlights that Liyuan Information's wholly-owned subsidiary, Nanjing Feiteng, is actively engaged in PCBA-related business [2] - Nanjing Feiteng operates a modern anti-static workshop covering an area of 15,000 square meters, equipped with advanced automated, intelligent, and environmentally friendly production inspection equipment [2] - The company has invested in fully automated high-speed SMT lines and automatic plug-in assembly lines, which provide robust hardware support for the production and processing of PCBA-related activities [2]

弘信电子公告称，近日控股股东弘信创业将其所持公司部分股份办理质押及解除质押手续。质押方面， 合计质押2325万股，占其所持股份27.62%，占公司总股本4.82%，质权人包括上海张江科技小额贷款股 份有限公司等，用途均为融资。解除质押方面，解除1400万股，占其所持股份16.63%，占公司总股本 2.90%。本次质押后，弘信创业累计质押股份2870万股，占其所持股份34.09%，占公司总股本5.95%， 目前不存在平仓等风险。 ...