亿都(国际控股)(00259)涨超7%，预计中期纯利同比大增至约12亿港元。 智通财经APP获悉，港股恒生指数跌1.14%，跌302点，报26183点；恒生科技指数跌2%。港股早盘成交 1152亿港元。 光伏股延续近期上涨。多晶硅头部企业拟成立联合体收储，三季度减亏已成行业趋势。信义光能 (00968)涨6.5%；福莱特玻璃(06865)涨6.69%；协鑫科技(03800)涨2.9%。 中国中免(01880)再涨超4%，海南封关即将落地，机构称海南市场企稳迹象显现。 海伦司(09869)逆市涨超20%，公司拟在公开市场回购股份，回购上限不超总股本10%。 中船防务(00317)涨3.7%，前三季度归母净利同比增加250%，公司高价订单陆续交付释放利润。 东岳集团(00189)涨超7%，有机硅概念爆发，附属东岳硅材早盘涨停。 狮腾控股(02562)再跌超11%创新低，10月初至今已腰斩，该股近期现两宗大额转仓异动。 越疆(02432)再跌4%，拟折价一成配股净筹7.7亿港元，加码产品研发及产业链布局。 东方甄选(01797)现跌超6%，俞敏洪发文确认孙东旭离职，今年8月曾辟谣其离职传闻。 ...

Core Viewpoint - The tourism retail sector experienced a decline of 2.91% on November 6, with China Duty Free Group leading the drop, while the overall market indices showed positive performance with the Shanghai Composite Index rising by 0.97% and the Shenzhen Component Index increasing by 1.73% [1] Group 1: Market Performance - The tourism retail sector's decline was primarily driven by China Duty Free Group, which closed at 75.34, reflecting a decrease of 2.91% [1] - The Shanghai Composite Index closed at 4007.76, marking an increase of 0.97% [1] - The Shenzhen Component Index closed at 13452.42, showing an increase of 1.73% [1] Group 2: Capital Flow - The tourism retail sector saw a net outflow of 369 million yuan from institutional investors, while retail investors contributed a net inflow of 219 million yuan [1] - The capital flow data indicates that speculative funds had a net inflow of 150 million yuan into the sector [1] - China Duty Free Group specifically experienced a net outflow of 369 million yuan from institutional investors, representing a net institutional share of -11.43% [1]

Core Viewpoint - The trend of mid-term dividends is expanding among listed companies, signaling strong operational performance and positive industry outlooks [1] Group 1: Mid-term Dividends - Industrial leaders like Xinyu Bank, Luxshare Precision, China Duty Free Group, and CRRC have announced their first mid-term dividend plans, with Xinyu Bank's dividend exceeding 10 billion yuan [1] - Mid-term dividends serve as an important signal of operational quality to the capital market, reflecting companies' confidence in future industry development [1] - The introduction of mid-term dividends alongside annual dividends creates a diversified return mechanism, which is expected to attract stable long-term capital and establish a positive cycle of "improved operations - dividend returns - valuation recovery" [1]

Core Viewpoint - The trend of mid-term dividends is expanding among leading companies, signaling strong operational performance and positive industry outlooks [1][2][3]. Group 1: Mid-term Dividends - Industrial leaders like Industrial Bank, Luxshare Precision, China Duty Free Group, and China CRRC have announced their first mid-term dividend plans, reflecting a commitment to shareholder returns [2][3]. - Industrial Bank plans to distribute a cash dividend of 5.65 yuan per 10 shares, totaling 11.957 billion yuan, which represents 30.02% of its net profit attributable to ordinary shareholders for the first half of 2025 [2]. - Luxshare Precision reported a revenue of 220.915 billion yuan for the first three quarters, a year-on-year increase of 24.69%, and plans to distribute a cash dividend of 1.6 yuan per 10 shares, totaling 1.165 billion yuan [2]. Group 2: Overall Dividend Trends - As of October 31, 218 A-share companies have announced profit distribution plans, with a total proposed cash dividend of 46.619 billion yuan, maintaining high levels in both the number of companies and the amount [4]. - A total of 1,033 listed companies have announced cash dividend plans for the first quarter, half-year, and third quarter, an increase of 141 companies compared to the previous year [4]. - Companies like Gree Electric and Wuliangye have proposed significant cash dividends, with Gree planning to distribute 10 yuan per 10 shares, totaling 5.585 billion yuan [4][5]. Group 3: Normalization of Dividends - The trend of mid-term dividends is becoming normalized, with more companies actively returning profits to investors, reflecting a growing awareness of shareholder value [6]. - In 2024, 3,720 companies distributed cash dividends totaling approximately 2.4 trillion yuan, setting a historical record and maintaining over 2 trillion yuan for three consecutive years [6]. - Companies are increasingly committing to annual profit distributions, with some planning to distribute at least 70% of their net profits in cash dividends over the next three years [6]. Group 4: Recommendations for Dividend Policies - Experts suggest optimizing dividend policies with differentiated strategies based on industry and development stages, encouraging mature companies to increase dividend amounts and frequency while allowing innovative firms to reinvest more profits [7].

Group 1 - The tourism retail sector increased by 2.85% on November 5, with China Duty Free Group leading the gains [1] - The Shanghai Composite Index closed at 3969.25, up 0.23%, while the Shenzhen Component Index closed at 13223.56, up 0.37% [1] - China Duty Free Group's closing price was 77.60, reflecting a 2.85% increase, with a trading volume of 648,000 shares and a transaction value of 5.044 billion yuan [1] Group 2 - The tourism retail sector saw a net inflow of 364 million yuan from main funds, while retail investors experienced a net outflow of 271 million yuan [1] - The main funds for China Duty Free Group had a net inflow of 72.2% with a net outflow of 93.4145 million yuan from speculative funds [1]

Core Viewpoint - The tourism sector is experiencing a counter-trend rise, with significant increases in stock prices for companies like Yunnan Tourism and Hainan Airport, contributing to the overall growth of tourism ETFs [1][2]. Group 1: Market Performance - Yunnan Tourism shares rose over 4%, while Hainan Airport and China Duty Free Group saw increases of over 3%, driving the tourism ETF up [1]. - The tourism ETF managed by Fortune Fund has shown a year-to-date increase of 7.23% [2]. Group 2: Upcoming Trends - The 2026 Spring Festival holiday will last nine days, from February 15 to February 23, which is expected to boost travel demand significantly, with a 63% increase in flight bookings compared to the same period in 2025 [3]. - The optimization of duty-free consumption policies is anticipated to further stimulate the tourism sector, with new measures set to take effect from November 1, 2025 [3]. Group 3: Duty-Free Shopping Impact - On the first day of the new duty-free shopping policy in Hainan, sales reached 78.549 million yuan, marking a 6.1% increase from the previous day [4]. - The new policy allows for the sale of six categories of domestic products duty-free, enhancing consumer engagement and spending [4]. Group 4: Financial Performance - In the first three quarters of 2025, the tourism and scenic area sector generated revenue of 28.708 billion yuan, a year-on-year increase of 5.09%, but net profit decreased by 17.79% [5]. - The hotel and catering sector reported revenues of 21.697 billion yuan, down 4.05% year-on-year, with net profit declining by 25.46% [5].

智通财经APP讯，中国中免(01880)发布公告，该公司将派发截至2025年9月30日止9个月的前三季度股息 每股0.25元。 ...

证券之星消息，11月4日旅游零售板块较上一交易日下跌1.59%，中国中免领跌。当日上证指数报收于 3960.19，下跌0.41%。深证成指报收于13175.22，下跌1.71%。旅游零售板块个股涨跌见下表： | 代码 名称 主力净流入（元） 主力净占比 游资净流入（元） 游资净占比 散户净占比 | | | | | | | --- | --- | --- | --- | --- | --- | | 601888 中国中免 | -3.88亿 -14.17% | 1.30亿 | 4.76% | 2.58/Z | 9.41% | | 【大】【大】【。 八丁】【一】【日】【，】【十】【六】【六】【 | | | | | | 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 601888 | 中国中免 | 75.45 | -1.59% | | 36.11万 ...

智通财经APP讯，中国中免(01880)发布公告，该公司将派发截至2025年9月30日止9个月的前三季度股息 每股0.25元。 ...

Core Viewpoint - The tourism retail sector experienced a slight increase of 0.79% on November 3, with China Duty Free Group leading the gains, while the overall market indices also showed positive movement [1] Market Performance - The Shanghai Composite Index closed at 3976.52, up by 0.55% - The Shenzhen Component Index closed at 13404.06, up by 0.19% [1] Stock Performance - China Duty Free Group (stock code: 601888) closed at 76.67, with a gain of 0.79% - The trading volume for China Duty Free Group was 480,600 shares, resulting in a transaction value of 3.657 billion yuan [1] Fund Flow Analysis - The tourism retail sector saw a net outflow of 4.1451 million yuan from institutional investors - Retail investors experienced a net outflow of 1.837 million yuan, while speculative funds had a net inflow of 5.9591 million yuan [1] Fund Flow Details - For China Duty Free Group: - Institutional net inflow: -4.1451 million yuan (-0.13%) - Speculative net inflow: 5.9591 million yuan (0.19%) - Retail net outflow: -1.837 million yuan (-0.06%) [1]