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【环球网财经综合报道】据公开数据统计,截至12月13日,已有26家A股上市银行披露了2025年中期或季度分红方案,这一数量超过了2024年同期的24家。预计分红总额突破2600亿元。 本次披露分红方案的银行涵盖6家国有大型银行、6家股份制银行及14家中小银行。其中,国有六大行作为“主力军”,预计中期现金分红总额超过2000亿元。具体来看,工商银行以约504亿元的分红额度位居榜首,建设银行、农业银行、中国银行、邮储银行和交通银行紧随其后。 在股份制银行中,兴业银行与中信银行的预计中期分红均超100亿元,光大银行与民生银行则超过50亿元。部分中小银行的分红额度也较为显著,如上海银行、南京银行等。值得注意的是,兴业银行、宁波银行等多家银行系首次推出中期分红方案。 业内分析指出,商业银行提高分红频率,是落实新“国九条”关于推动上市公司一年多次分红要求的具体举措。其核心在于通过常态化、多元化的分红安排,打通上市公司盈利与投资者回报的传导链路,夯实市场健康发展的根基。 提高分红频率本质上是一种深度的市值管理行为。相较于传统的年度分红,中期或季度分红能够打破回报的时间滞后性,通过更高频次的现金回报强化投资者对银行盈利稳定性的预期,有助于打造清晰的红利型银行股形象。 对于投资者而言,更频繁的分红能直接提升股东获得感,让投资者更及时地分享银行的经营成果。同时,稳定的现金回报尤其契合社保基金、养老金、保险资金等长期资金的配置需求。红利型银行的定位有助于吸引这类资金长期持有,形成“长期资金入驻—股价稳定性增强—更多长期资金青睐”的良性循环,从而降低股价的异常波动,减少短期投机行为对估值的扰动。(陈十一)
BEIJING, Dec. 5 (Xinhua) -- China will continue to vigorously boost consumption and expand its high-standard opening-up to underpin the country's high-quality development, Chinese Minister of Commerce Wang Wentao told Xinhua in a recent interview. The move aligns with the recommendations of the 20th Central Committee of the Communist Party of China for the formulation of the 15th Five-Year Plan (2026-2030), which identify a strong domestic market as strategic support for Chinese modernization. Wang noted that China possesses the advantage of an ultra-large market, with a population of over 1.4 billion. The people's diversified needs in the pursuit of a high-quality life continue to grow, which embodies huge consumption potential. He highlighted efforts to build an internationalized consumption environment and expand the supply of high-quality consumer goods and services, which will provide strong support for the construction of a robust domestic market and the promotion of high-quality development. As for services consumption, the country will focus on relaxing market access and the integration of business formats, and will channel resources into new consumption drivers such as cruise trips and sports events, the minister said. On the goods consumption front, China will continue holding successful consumption promotion activities, ensuring that people enjoy more tangible benefits. The country will promote the consumption of major durable goods, expand automobile consumption across the entire industrial chain, and promote the consumption of updated home appliances, Wang said. China will also unlock consumption potential in areas like green and smart goods, he said. China remains committed to refining its systems and mechanisms to promote consumption, and to outlining plans to cultivate new consumption scenarios by adopting management measures suitable for novel business forms and models, Wang said. The country will cultivate international consumption center cities and gather global high-quality consumption resources. It will also effectively implement its departure tax-refund policy to expand inbound consumption, and will develop the debut economy, according to the minister. Throughout the 14th Five-Year Plan period (2021-2025), China maintained the world's second-largest goods consumption scale, and its services consumption saw robust growth. The average annual contribution of consumption to economic growth was around 60 percent, underscoring its consistent role as the main engine of the economy, Wang said. He noted that at the same time, China has continuously opened its market to the world, becoming the top export destination for nearly 80 countries and regions. To attract foreign investment, China will foster a transparent, stable and predictable institutional environment, he said. Efforts will also include the comprehensive implementation of the strategy to enhance pilot free trade zones, the expansion of its network of high-standard free trade areas, and the high-standard construction of the Hainan Free Trade Port. China will take proactive steps to expand opening-up on its own initiative, align with high-standard international economic and trade rules, expand market access and open up more areas, with a focus on the services sector, Wang said.
China's capital market is witnessing a wave of positive developments. Just days after Chinese policymakers issued major policy measures to stabilize the market, China and the US announced on Monday that the two countries have reached what has been described by some as a better-than-expected breakthrough to ease tariff tension. With the growing positive headlines come greater confidence in Chinese assets. Some global financial institutions have moved swiftly to raise their outlooks for Chinese stocks, while others are making adjustments to their investment strategies to focus on Chinese high-tech stocks. While the outcome of the China-US trade talks offered a significant boost, China's policy orientation, market resilience, and technological breakthroughs in areas such as artificial intelligence (AI) and semiconductors are underpinning the long-term growth potential of Chinese assets, according to analysts and reports from several major global financial institutions. Near-term catalyst "We see this development as a solid near-term catalyst for the China market," Laura Wang, chief China equity strategist at Morgan Stanley, said in a research note shared with the Global Times on Monday, referring to the agreement reached between China and the US. Following two days of talks in Switzerland, China and the US released a joint statement on Monday, announcing several key agreements, most notably a significant reduction in tariffs on both sides. Specifically, the US will remove a total of 91-percent additional tariffs on Chinese products, and China will accordingly cut 91-percent countermeasure additional tariffs against US imports. In addition, the US will suspend a 24-percent "reciprocal tariff" for 90 days, and China likewise will suspend a 24-percent countermeasure tariff for the same period, according to the Ministry of Commerce. "This news greatly boosted the confidence of the global capital market," Yang Delong, chief economist at Shenzhen-based First Seafront Fund, told the Global Times on Tuesday, noting global markets have responded positively to the news. Wang Tao, head of Asia economics and chief China economist at UBS Investment Bank, said in a statement sent to the Global Times on Tuesday that "the trade war de-escalation improves growth outlook." The closely watched US-China trade talks concluded with "substantial progress" on reducing bilateral reciprocal tariffs significantly, which is more positive than many had expected, Wang said. Song Yu, chief China economist at BlackRock, told the Securities Times that the recent progress in China-US trade relations is a significant boost to the macroeconomic environment. This, combined with the stronger-than-expected April export data and intensified domestic economic policy support, as evidenced by the comprehensive package of policies rolled out by three major Chinese government departments last week, is expected to "bolster the confidence of both domestic and international investors in Chinese assets, acting as a powerful catalyst for the Chinese market," Song said. Strong resilience Even before China and the US reached major progress in the trade talks, global investors had already become increasingly bullish on the investment prospects of China's capital market, expressing strong confidence in its strong resilience and long-term growth potential. Some major financial institutions have been quick to adjust their investment strategies. UBS Global Wealth Management issued its investment views on Monday, expressing preference for leading internet companies driving AI development in China and attractive opportunities across the broader semiconductor supply chain. "We believe the continued breakthroughs in China's AI space should help drive the tech sector higher amid signs of a potential de-escalation in the US-China trade war. We now rate Chinese tech stocks as 'Attractive,' and expect the sector to post an earnings growth of 30 percent this year," the wealth management firm said. In the research note on Monday, Wang from Morgan Stanley also noted "structural investment opportunities in tech/artificial intelligence and new consumption related areas." In a May 8 report, Goldman Sachs maintained its "overweight" rating on Chinese equities and raised its 12-month index targets for MSCI China and CSI300 to 78 and 4,400, implying 7 percent and 15 percent potential returns. The report noted that Chinese financial assets have remained resilient, supported by factors such as broad US dollar weakness, signs of easing US-China trade tensions, robust activity growth as shown in hard data, and effective domestic policy easing. Last week, China's monetary and financial authorities unveiled a raft of supportive measures, including policy rate and reserve requirement ratio (RRR) cuts, as the country stepped up efforts to stabilize markets and sustain economic recovery amid external headwinds, according to Xinhua. In one of its key policy actions, the People's Bank of China, the country's central bank, announced an RRR cut of 0.5 percentage points for eligible financial institutions from May 15. Notably, the RRR for auto financing and financial leasing companies will be slashed from 5 percent to 0 percent, Xinhua reported. The timing of the announcement, in particular RRR and policy rate cuts, was seen as a positive surprise by some investors. Goldman Sachs noted that the encouraging aspect of the latest easing package lies in its targeted and increasingly demand-driven approach, which supports the government's goal of fostering a healthy stock market anchored by stable capital. During a press conference announcing the policy measures last week, Wu Qing, chairman of the China Securities Regulatory Commission, highlighted the resilience of the A-share market and emphasized the net profit growth of listed companies achieved in the first quarter. A-share listed companies are resilient, supported by strong domestic demand, diversified export markets, and rising competitiveness. In Q1 2025, their net profits rose 3.6 percent year-on-year, with real-economy firms seeing a 4.3 percent increase, Wu said, while pledging efforts to keep capital markets stable and active.
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