证券日报网讯名臣健康（002919）8月26日在互动平台回答投资者提问时表示，公司游戏板块多年来持 续布局海外，游戏产品一直都有在日韩等海外发行，其收入也处于稳步上升态势，目前海外收入占游戏 业务收入约接近20%。 ...

沪深两市全天成交额2.68万亿，较上个交易日缩量逾4600亿元。 2025.08.26 作者 |一财资讯 8月26日，截至收盘，沪指跌0.39%，深成指涨0.26%，创业板指跌0.75%。 | | A股重要指数 | | | | --- | --- | --- | --- | | 名称 | 最新 | 涨跌 | 涨幅 | | 上证指数 | 3868.38 | -15.18 | -0.39% | | 深证成指 | 12473.17 | +32.10 | +0.26% | | 北证50 | 1591.90 | -12.11 | -0.76% | | 创业板指 | 2742.13 | -20.86 | -0.75% | | 科创综指 | 1563.31 | -15.61 | -0.99% | 游戏板块走强，三七互娱涨停，冰川网络涨超5%，巨人网络、完美世界、吉比特等跟涨。 消费电子板块大涨，歌尔股份、奋达科技、领益智造等多股涨停，智动力涨8%，立讯精密、捷邦科技 涨超6%。 资金流向 主力资金净流入计算机、电子、基础化工、机械设备、传媒等板块，净流出医药生物、有色金属、银 行、国防军工、房地产等板块。 个股涨多跌少，全 ...

点击蓝字，关注我们 今日上午港股 1. 中国黄金国际(02099)涨近7% 再创新高 核心产品产量进度超年度指引一半 甲玛矿未来扩产潜力较 大。 2. 泡泡玛特(09992)涨近2% ， 公司新品瞬间售罄 上半年业绩持续高增。 3 .美图公司(01357)涨超7% 今日盘后正式进入MSCI中国指数 大摩看好公司长期增长潜力。 4. 中烟香港(06055)涨近6.5% 股价刷新上市新高 上半年业绩延续稳健增长，此外，作为中烟国际在资 本市场运作和国际业务拓展的指定境外平台，外延拓展空间可期。 5. 中海石油化学(03983)跌超1% 中期股东应占溢利同比减少6.74% 尿素销售价格同比较大幅度降低。 6. 中国智能交通(01900)盈喜后涨超42% 预计中期取得股东应占溢利约3.61亿元。 7. Keep(03650)绩后跌近5% 上半年成功实现扭亏为盈 公司战略转型全面聚焦AI。 8. 西部水泥(02233)绩后涨近6.5% 中期股东应占溢利同比增加93.4% 海外市场销量高增。 10. 双登股份(06960)首挂上市 高开33% 集团在全球通信及数据中心储能电池供应商中出货量排名第 一。 昨日美股 1. 蔚 ...

(本文来自第一财经) 三七互娱公告，2025年上半年营业收入84.86亿元，同比下降8.08%；归属于上市公司股东的净利润 14.00亿元，同比增长10.72%。公司拟向全体股东每10股派发现金红利2.10元（含税），送红股0股（含 税），不以公积金转增股本。 ...

三七互娱：每股中期派息0.21元人民币，每股收益0.64元人民币。 ...

三七互娱8月25日披露半年报，公司上半年实现营业收入84.86亿元，同比下降8.08%；归属于上市公司 股东的净利润14亿元，同比增长10.72%；基本每股收益0.64元。公司拟以分红派息股权登记日实际发行 在外的总股本剔除上市公司回购专用证券账户的股份为基数，向全体股东每10股派发现金红利2.10元 （含税），送红股0股（含税），不以公积金转增股本。 ...

Core Viewpoint - The office leasing market in Hangzhou has undergone significant changes in the first half of the year, with the TMT (Technology, Media, and Telecommunications) sector emerging as the dominant force, driven by rapid expansion in e-commerce, gaming, and hard technology industries [1][4][10]. Group 1: TMT Sector Dynamics - The TMT sector accounted for 19% of the office leasing market in Hangzhou, benefiting from a favorable e-commerce environment [6]. - E-commerce companies, particularly in live streaming, continue to expand their office space, with major players like Alibaba and NetEase leading the way in business segmentation and new ventures [1][11]. - The gaming industry in Hangzhou has seen an annual growth rate exceeding 20% over the past four years, contributing to increased office leasing demand [1][12]. Group 2: Hard Technology Growth - Hard technology enterprises in Hangzhou have entered a phase of scale development, with demand for office space spilling over into surrounding districts [2][14]. - The establishment of five major industrial ecosystems in Hangzhou, including smart IoT and biomedicine, is expected to further stimulate office leasing demand [1][13]. Group 3: Other Industry Contributions - The consumer goods manufacturing sector, driven by the new energy vehicle industry, accounted for 17% of the office leasing market, showing rapid expansion [6]. - The education and study abroad service sector demonstrated strong growth potential, contributing 16% to the market [6]. - Professional services and finance sectors followed, accounting for 11% and 10% respectively, indicating a stable demand landscape [6]. Group 4: Future Outlook - The year 2023 marks a turning point for Hangzhou, with GDP surpassing 2 trillion yuan and the upcoming Asian Games enhancing the city's overall capabilities [7]. - The TMT sector is expected to continue leading office leasing demand in 2024, with financial sector demand gradually decreasing [7]. - The ongoing development of the live streaming e-commerce ecosystem in Hangzhou reflects a long-term growth trend, with significant expansions in office space by leading companies [8][11].

Core Viewpoint - The article highlights the increasing trend of mid-term dividends among A-share listed companies, with over 130 companies announcing dividend plans totaling more than 100 billion yuan, indicating a positive market response and investor interest in dividend sustainability and growth potential [1][9][11]. Group 1: Mid-term Dividends - Fuyao Glass announced its mid-term dividend for the first time in seven years, leading to a 10% surge in its A-share price [1][4]. - As of now, 802 listed companies have disclosed their semi-annual reports, with 136 companies proposing mid-term cash dividends amounting to 108.2 billion yuan [10]. - China Mobile is set to distribute approximately 540 billion yuan in cash dividends, the highest among the listed companies [10]. Group 2: Company Performance - Fuyao Glass reported a revenue of 21.447 billion yuan for the first half of the year, a year-on-year increase of 16.94%, and a net profit of 4.805 billion yuan, up 37.33% [6]. - The company plans to distribute a cash dividend of 0.90 yuan per share, totaling 2.349 billion yuan, with a distribution ratio of 48.88% [7]. - Other companies like Jibite and Nanjing Steel also announced significant dividend plans, with Jibite proposing a cash dividend of 66 yuan per 10 shares, totaling 474 million yuan, and Nanjing Steel proposing 0.1186 yuan per share, totaling 731 million yuan [8]. Group 3: Market Implications - The increase in dividend frequency and the number of mid-term dividend cases are expected to attract more long-term investors, enhancing market liquidity and stability [11]. - Companies actively distributing dividends signal good operational performance and profitability, which can boost investor confidence and reduce market volatility [11]. - The trend of higher dividends is likely to attract long-term funds, such as pensions and insurance, due to the stable and reliable nature of dividends [11].

Group 1 - The meeting emphasized the importance of adhering to the spirit of Xi Jinping's important speech during his visit to Shanghai and the decisions made at the 12th Municipal Party Committee's seventh plenary session [1] - The focus was on the development of industries such as gaming and artificial intelligence, with encouragement for companies to enhance their original innovation capabilities and core competitiveness [1] Group 2 - The discussion highlighted the economic performance of Xuhui District this year, with a call for the district to become a strong growth engine for high-quality development and a leader in the construction of the "Five Centers" [2] - There is a push to strengthen the service industry by optimizing layout and focusing on sectors like information services, business services, and technology services to create distinctive highlights [2] - The meeting called for the transformation of foreign enterprises, emphasizing the importance of attracting investment and enhancing enterprise services to accelerate innovation [2] - Industrial development was underscored, with a focus on upgrading parks and using technological innovation to create new momentum for industrial growth [2] - The integration of culture, tourism, and commerce was encouraged, aiming to create high-visibility local IPs and impactful large-scale events to maximize the "multiplier effect" [2] - Urban renewal efforts were prioritized, with plans to accelerate the renovation of commercial buildings and shopping districts to enhance urban quality and transformation [2]

Core Viewpoint - The article discusses the latest adjustments to the MSCI China Index, which will include 14 new stocks and exclude 17 stocks, effective August 26, 2025. The new additions reflect a strong focus on technology innovation and biopharmaceuticals, aligning with international capital's interest in China's growth sectors [1][5]. Group 1: New Additions and Exclusions - 14 new stocks (5 A-shares and 9 Hong Kong stocks) have been added, with a significant presence in technology and biopharmaceutical sectors, indicating a trend towards innovation [1][2]. - Notable new additions include CITIC Bank (total market value of $66.594 billion), Horizon Robotics (market value of $11.919 billion), and others, while stocks like Huaneng Water Power and Supor have been removed [1][3]. Group 2: Market Capitalization and Liquidity - The newly added stocks generally exhibit high market capitalization, with all having a market value above $6 billion, and four exceeding $10 billion, indicating robust growth potential [3][4]. - High-growth stocks such as Giant Network (137% year-to-date increase) and Jingwang Electronics (nearly 120% increase) demonstrate strong market performance and trading activity [3][4]. Group 3: Foreign Investment Preferences and Policy Alignment - Over 70% of the new constituents are from technology and pharmaceutical sectors, aligning with foreign institutional investors' recent recommendations to overweight sectors like AI and biotechnology [3][4]. - The adjustments reflect MSCI's quantitative screening standards, ensuring that included companies meet the long-term investment needs of international capital [4]. Group 4: Increase in Hong Kong Stock Representation - The inclusion of 9 Hong Kong stocks (64% of new additions) highlights a recovery in the Hong Kong market, particularly in technology and innovative pharmaceutical sectors since 2025 [4]. Group 5: Long-term Strategic Implications - The inclusion in the MSCI global index is expected to attract approximately $12.5 trillion in international capital for passive allocation, enhancing liquidity and global visibility for these companies [5]. - The common characteristics of the newly added stocks can be summarized as "driven by technological innovation, biopharmaceutical research, high market capitalization, high growth potential, high liquidity, and foreign investor favor," aligning with China's industrial upgrade trends and global capital allocation demands [5].