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A股 “新常态”!
Zheng Quan Shi Bao· 2025-12-24 13:58
Core Viewpoint - The A-share market is experiencing a "new normal" in cash dividends, with an increasing number of companies adopting quarterly cash dividends and multiple distributions within a year, fundamentally changing the previous focus on financing over returns [1][5]. Group 1: Increase in Cash Dividends - As of December 23, 2025, the number of companies in the A-share market that distributed cash dividends in the third quarter reached 270, with expectations for further increases [2]. - The trend of quarterly cash dividends has been growing, with the number of companies distributing dividends in the third quarter rising from fewer than 10 before 2019 to 60 in 2023, and projections indicate a surge to over 300 in 2024 [2]. Group 2: Generosity in Dividend Payments - Companies are showing significant generosity in their cash dividends, with some, like Gigabit, announcing a cash dividend of 6.00 yuan per share, totaling approximately 431 million yuan [3]. - Several companies reported cash dividend yields exceeding 2% for the third quarter of 2025 [3]. Group 3: Increased Frequency of Dividends - The number of companies conducting multiple cash dividends within a year has also increased, indicating a developing ecosystem for more frequent distributions [4]. - For instance, Yuyin Co. and 37 Interactive Entertainment have both implemented multiple cash dividend plans in 2025, showcasing the trend of increased distribution frequency [4]. Group 4: Impact on Market Ecology - Analysts believe that the enhanced cash dividend policies will fundamentally alter the A-share market's previous focus on financing, promoting a balanced development of investment and financing, which is beneficial for the long-term health of the market [5][6]. - Increased cash dividends are expected to shift the market's profit model from speculative trading to long-term value investment, enhancing the attractiveness for long-term capital [5][6].
创识科技(300941.SZ):目前没有涉及互联网金融领域
Ge Long Hui· 2025-12-24 13:06
Core Viewpoint - The company, Chuangshi Technology (300941.SZ), is not involved in the internet finance sector and is focusing on expanding its digital marketing business, which is rapidly growing and becoming one of its dual engines of growth [1] Group 1 - The company is actively taking measures to enhance its digital marketing business [1] - The digital marketing business is experiencing rapid growth [1] - The company is increasing investments in key industries such as elderly care, healthcare, and scenic areas [1] Group 2 - The company is actively seeking new directions and high-quality assets [1]
A股,“新常态”!
证券时报· 2025-12-24 12:35
A股分红"新常态"。 随着 A 股市场从制度性层面加强投资者回报,以及上市公司回报投资者意识增强, A 股 公司 进行季度现金分红 以及一年多次分红的案例明显增加,并逐渐成为 A 股市场"新常态"。 有专家在接受证券时报记者采访时认为,现金分红力度的增强将从根本上改变A股以往"重融 资、轻回报"的格局,进一步优化市场生态,推动市场投融资均衡发展,有利于A股长期健康 发展。 值得注意的是,除了进行季度现金分红的公司数量明显增长外,A股市场一年内多次进行现金 分红的公司数量也明显增多,加大分红频次的A股市场生态亦初具雏形。 截至目前,2025年以来进行了两次现金分红的公司数量已达数十家,其中部分公司已进行了 多次现金分红。 比如御银股份在2025年第一季度、2025年半年度,以及2025年第三季度均推出了利润分配 方案,均为每10股派发现金股利0.02元(含税)。 季度现金分红渐成A股"新常态" 据同花顺iFinD数据,以三季度现金分红为例,截至12月23日,A股市场2025年三季度进行现 金分红的公司数量已达270家,且有望进一步增加。 总体上看,包括三季度现金分红在内,最近数年来,A股市场进行季度现金分红的公 ...
氪星晚报|现代汽车美国公司因安全隐患召回逾5万辆汽车;京东:七鲜小厨在北京已开出30家门店;日本最大核电站将于明年1月20日重启
3 6 Ke· 2025-12-24 11:17
Group 1 - OPPO is in deep cooperation with Alipay and plans to announce another strategic partnership in January [1] - OPPO's ColorOS product development director denied rumors of rejecting collaboration with ByteDance regarding "Doubao AI phone," emphasizing an open attitude towards partnerships [1] Group 2 - JD's restaurant platform, Seven Fresh Kitchen, has opened 30 stores in Beijing within four months, achieving coverage in major urban areas within the Fifth Ring Road [2] Group 3 - Thunderbolt eSports Hotel has signed over 200 locations nationwide, doubling its scale in six months, with high occupancy rates and a young customer demographic [3] Group 4 - Hyundai Motor Company is recalling over 51,000 vehicles in the U.S. due to safety hazards, including issues with trailer lights and potential short circuits [4] Group 5 - "Yisoo Innovation," a tech company focused on desktop laser processing equipment, has completed a Pre-A round financing of 100 million yuan to enhance core technology and expand product lines [5] Group 6 - Alibaba upgraded its voice model family Qwen3-TTS, introducing new models for voice design and cloning, which can generate human-like voices and enhance applications in various fields [6] Group 7 - Tencent Music launched its AI music creation tool "VEMUS" for public testing, offering a comprehensive platform for music creation with low barriers to entry [7] Group 8 - SoundAI released its multi-modal AI fashion headphones on Kickstarter, designed as a "personal perception tool" integrating sound and vision [8] Group 9 - The National Development and Reform Commission and the Ministry of Commerce released the "Encouragement Directory for Foreign Investment Industries (2025 Edition)," increasing the number of entries to 1,679 [9] - The central bank and eight departments are exploring cross-border digital currency payment trials with Singapore [9] Group 10 - Beijing has adjusted housing purchase policies for non-local residents, reducing the required duration of social insurance or income tax payments for home purchases [10] Group 11 - The State Administration for Market Regulation is implementing stricter regulations for live e-commerce, including the establishment of a supervisory framework [11] Group 12 - Japan's Tokyo Electric Power Company plans to restart the Kashiwazaki-Kariwa nuclear power plant on January 20, marking the first restart of a nuclear reactor since the Fukushima disaster [12][13]
联易融科技-W(09959)12月24日斥资93.84万港元回购41万股
智通财经网· 2025-12-24 09:57
智通财经APP讯,联易融科技-W(09959)发布公告,于2025年12月24日,该公司斥资93.84万港元回购41 万股股份,每股回购价格为2.27-2.3港元。 ...
创识科技实控人张更生被留置 2021年上市募资7.27亿元
Zhong Guo Jing Ji Wang· 2025-12-24 08:45
中国经济网北京12月24日讯 创识科技(300941.SZ)12月22日晚间发布关于公司控股股东、实际控制 人被采取留置措施的公告。公司于近日收到邹平市监察委员会签发的《立案通知书》和《留置通知 书》,公司控股股东、实际控制人张更生被立案调查并实施留置措施。张更生已于2025年5月17日辞任 公司董事、董事长,目前未在公司担任董事及高管职务。 截至公告日,公司董事及高级管理人员均正常履职,董事会依法履行相关职责。公司拥有完善的治 理结构及内部控制机制,将按照《公司法》《上市公司治理准则》《深圳证券交易所创业板股票上市规 则》及《公司章程》等法律法规和相关制度规范运作,日常经营管理由公司高管团队负责,上述事项不 会对公司的生产经营管理情况产生重大负面影响。 此前,公司于2024年7月12日发布了《关于公司董事兼副总经理被采取留置措施的公告》,公司董 事兼副总经理黄忠恒收到上海市浦东新区监察委员会签发的《立案通知书》和《留置通知书》,并被立 案调查并实施留置措施。 创识科技募集资金总额为7.27亿元,扣除发行费用后,募集资金净额为6.67亿元。创识科技最终募 集资金净额较原计划多2.22亿元。招股说明书显示,公司 ...
八部门:支持探索推进内地与新加坡数字人民币跨境支付试点
财联社· 2025-12-24 08:14
Core Viewpoint - The People's Bank of China and eight other departments issued opinions to support the construction of the new land-sea corridor in the western region, emphasizing the exploration of digital financial international cooperation [1] Group 1: Digital Financial Cooperation - The opinions propose supporting provinces along the corridor to participate in multilateral central bank digital currency bridge projects [1] - There is a push to promote cross-border payments using central bank digital currencies with countries such as Thailand, Hong Kong, the UAE, and Saudi Arabia [1] - The initiative includes exploring a pilot program for cross-border payments of digital renminbi between the mainland and Singapore [1] Group 2: E-commerce and Digital Services - The opinions encourage provinces with conditions to build cross-border e-commerce digital service platforms [1] - There is a focus on connecting with cross-border e-commerce and trade digital platform companies in countries like Singapore to enhance cross-border e-commerce service capabilities [1]
新晨科技连中两家全国性股份制银行亿级订单 AI算力&数据中心级网络信创建设获金融客户认可
Quan Jing Wang· 2025-12-24 07:56
2025年第四季度, 新晨科技 凭借深厚的技术积累及多年金融行业服务经验,突破激烈竞争,连续中标 两家全国性股份制商业银行的亿元级订单。此次中标项目涉及AI算力、数据中心网络信创建设、信息 技术支持服务等多个业务,进一步巩固了其作为金融领域数字化解决方案与服务提供商的领先地位。 01 某全国性股份制银行 AI算力基础设施 赋能金融智能化转型 02 某全国性股份制银行 数据中心信创网络建设 引领高效稳定的金融基础设施升级 在AI技术浪潮中,新晨科技中标某全国性股份制商业银行的鲲鹏CPU AI算力 服务器 及配件选型入围项 目。该项目聚焦于构建高性能计算平台,支持银行在智能风控、客户服务等场景的AI应用落地。凭借 与 华为鲲鹏 生态的深度适配能力,提供兼容性强、成熟度高的算力解决方案,助力银行加速数据分析 和模型训练,驱动业务智能化升级。此次合作不仅强化了新晨科技在AI基础设施领域的优势,也体现 了金融机构对技术创新投入的持续加码。 (运行维护方向) 新晨科技成功中标另一家全国性股份制商业银行的数据中心级路由交换(通用场景)网络设备入围采购 项目。该项目聚焦于构建高可靠性、低延迟的数据中心网络架构,旨在满足银行核 ...
国元国际:维持百融云-W“买入”评级 目标价14.28港元
Zhi Tong Cai Jing· 2025-12-24 07:12
Core Viewpoint - Company has launched the AIAgent strategy, which has achieved large-scale application across multiple sectors, serving over 8,000 enterprise clients [1][3] Group 1: AIAgent Strategy - The AIAgent strategy focuses on a new business model called RaaS (Result as a Service), shifting from "tool provision" to "result co-creation" [2] - This strategic shift aims to address the core pain points of AI application in enterprises by delivering quantifiable business results [2] - The company plans to implement flexible pricing models based on task billing and value sharing to enhance commercialization [2] Group 2: Market Expansion - The AIAgent strategy is being extended from the financial sector to other high-potential verticals such as telecommunications, healthcare, retail, education, and government [3][4] - The company is leveraging its mature AI capabilities developed in the financial industry to penetrate these new markets [3] Group 3: Business Outlook - The company expects to adapt its AI solutions for the financial industry to quickly enter new markets like telecommunications, retail, healthcare, and government [4] - The macroeconomic recovery is anticipated to boost credit market demand, further enhancing the dependency of financial institutions on AIAgent [4] - BaaS financial cloud is projected to maintain a growth rate of 20%-25%, while MaaS business growth is expected to stabilize at 10%-15% [4] - The "百工" platform could contribute 10%-15% to overall revenue if it becomes a widely used enterprise-level development tool [4]
互联网金融板块午后暴走,瑞达期货涨停,AI+金融红利爆发!
Jin Rong Jie· 2025-12-24 06:42
今日A股互联网金融板块午后迎来强势拉升行情,成为大金融赛道的核心亮点。板块内核心标的瑞达期 货表现尤为亮眼,午后快速封死涨停板,成为板块情绪风向标;科创信息、志晟信息紧随其后同步跟 涨,天玑科技、赢时胜等金融IT细分领域标的积极响应,恒逸石化等产业链相关企业协同上扬,形成覆 盖期货、金融科技、数据服务等多环节的上涨梯队。从交易情况来看,资金进场迹象明确,反映出市场 对互联网金融行业数字化转型潜力与政策红利的高度认可。 数据资产增信融资服务落地,小微企业融资新路径打通:据中国人民银行深圳市分行2025年12月4日发 布的《金融科技创新应用声明书》显示,光大银行深圳分行基于大数据技术的数据资产增信融资服务拟 于12月31日正式运营。该服务通过构建企业数据资产价值评估模型,将数据规模、质量、应用性能等指 标量化,为缺乏传统抵质押物的小微企业提供信贷支持,同时依托深圳数据交易所跨境数据专区,探索 港澳科创企业信贷服务新路径,预计2025-2027年贷款规模将逐步增至2亿元,有效激活数据要素在金融 领域的价值转化。 金融科技发展报告发布,明确AI+数据核心趋势:华夏基金2025年12月10日援引《中国金融科技与数字 金 ...