Jingle666的个人主页 - 老虎社区

Jingle666

Jingle666

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08-28

京东就不能为消费者多做点事情？

那些大手笔回购的中资股

08-26

$拼多多(PDD)$ 这还不算底

08-26

$拼多多(PDD)$ 这才哪儿到哪儿

06-27

$拼多多(PDD)$ 130以下捡回来一些

06-18

$拼多多(PDD)$ 还会继续回调，估计130左右

03-26

$叮咚买菜(DDL)$ 即时零售行业，未来7年年复合增速在30%左右，未来可期。

03-26

$拼多多(PDD)$ 四月必涨

03-20

$拼多多(PDD)$ 起飞！

2020-12-10

$京东(JD)$狗子怎么了狗子

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/WMT\">沃尔玛</a>（WMT.US）清仓阴霾下的物流巨头京东集团（JD.US），突然宣布已获董事会批准一项新股份回购计划，从2024年9月起生效，可于未来36个月内回购价值不超过50亿美元的股份，这一巨额回购额度相当于当前美股市值386.20亿美元（按美股股价26.38美元计算）的12.95%！</p><p>值得留意的是，在今年3月，<strong>京东（09618.HK）</strong>才批出了30亿美元的股份回购计划，并在8月21日宣布已充分使用，而在今年上半年，该公司回购合共33亿美元，股份总数大约占了其2023年末流通在外普通股的7.1%。</p><p>这次50亿美元回购计划是此基础上的再加码，两者合起来，或占到京东当前市值的20%以上，力度相当大。</p><p><strong>安踏百亿回购</strong></p><p>刚刚公布了2024年上半年业绩的鞋履龙头<strong>安踏（02020.HK）</strong>也随业绩公布了一份百亿回购计划。该公司计划在即日起18个月内动用不超过100亿港元，实行股份回购计划。若按安踏当前的股价75.75港元计，市值2,145.71亿港元，这一回购计划大约相当于其市值的4.66%。</p><p>不仅如此，安踏还宣派中期息每股1.18港元，同比大增43.9%，派息率达到50.1%，相当于现价75.75港元的1.56%，如此算来，加上中期息和回购额度在内，安踏接下来或为股东带来6%以上的回馈。</p><p><strong><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>回馈最慷慨</strong></p><p>不过说到回购，最“狠”的要算阿里巴巴（09988.HK）。于截至2024年6月30日止的季度，阿里巴巴以58亿美元的总额回购了总计6.13亿股普通股；在截至2024年3月31日止的季度，该集团已以总额48亿美元回购总计5.24亿股普通股。换言之，在2024年上半年，阿里巴巴就合共斥资106亿美元，合共回购超过11亿股普通股，这一回购金额相当于其当前美股市值1,908.30亿美元（按现价81.45美元计算）的5.55%。</p><p>截至2024年6月30日，阿里巴巴还有261亿美元的回购额度，有效期至2027年3月，相当于其当前市值的13.68%，这还不算阿里巴巴的潜在派息。</p><p>于截至2024年3月末的财政年度，阿里巴巴宣派定期现金股息每股0.125美元和特别股息0.0825美元，合共0.2075美元，大约相当于阿里巴巴现价81.45美元的0.25%。</p><p><strong>最近一个月回购计划</strong></p><p>除了上述三家上市公司规模可观的回购计划外，在最近一个月中也有多家大型公司发布了自己的回购计划。</p><p>房屋租赁交易服务平台<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>（BEKE.US）在公布2024年6月季度业绩时也表示，在稳健的现金储备下，通过积极的股票回购，持续进行股东回报。其于2022年8月起建立一项股份回购计划，随后于2023年8月扩大及延长，而在今年8月，该公司又进一步将回购授权从20亿美元增至30亿美元，回购计划期限延长至2025年8月31日。</p><p>截至2024年8月12日，贝壳（02423.HK）已累计用13.898亿美元回购了95百万份美国存托股份，这意味着30亿美元回购计划仍有16.102亿美元的额度，大约相当于其美股市值176.38亿美元（按14.53美元计）的9.13%。</p><p>截至2024年6月30日，贝壳持有现金及现金等价物94.09亿元人民币，约合12.95亿美元；短期投资为422.23亿元人民币，约合58.10亿美元，短期借款只有4.46亿元人民币，负债总额仅占资产总值的42.28%，可见贝壳有充裕的财务资源，支持其回购计划。</p><p>近日处于舆论漩涡中心的<a href=\"https://laohu8.com/S/09901\">新东方-S</a>（09901.HK），也于8月6日宣布将其原来的股份回购计划授权额度由4亿美元增至7亿美元，有效期至2025年5月31日。另外还宣布计划派发每股0.06美元的特别现金股息，合共达到1亿美元。</p><p><strong>港股市场今年以来回购最高的上市公司</strong></p><p>如上文所述，阿里巴巴和京东的回购额度都非常大，不过它们的回购活动或主要在美股市场，在港股市场，回购金额最高的则为<strong><a href=\"https://laohu8.com/S/00700\">腾讯</a>（00700.HK）</strong>。</p><p>Wind的数据显示，从年初至2024年8月28日，腾讯合共斥资693.75亿港元，回购了1.998亿股，约合88.95亿美元，大约相当于腾讯当前市值3.50万亿港元（按375.00港元计算）的1.98%。</p><p>2024年7月31日，<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>（00005.HK）在公布季度业绩时也表示，其董事会已宣派第二次股息每股0.1美元，上半年合共选派季度股息每股0.20美元，并计划最多达30亿美元的股份回购，预计于三个月内完成。从其现金流表可以看到，于2024年上半年，汇丰注销股份53.3亿美元，已派发股息合共126.85亿美元，两项合计180.15亿美元，相当于其市值12600亿港元（按68.40港元计）的11.15%。</p><p><a href=\"https://laohu8.com/S/01299\">友邦保险</a>（01299.HK）于今年上半年通过股息及股份回购向股东返还了34亿美元，相当于其当前市值6180.36亿港元（按55.90港元计），约合792.38亿美元的4.29%。在今年4月时，该公司宣布将回购额度提高20亿美元，至120亿美元，相当于其市值的15.14%。另外，在中期业绩中，该公司宣派中期股息每股0.445港元，上升5.2%。</p><p>此外，<a href=\"https://laohu8.com/S/03690\">美团-W</a>（03690.HK）也是回购生力军，今年以来回购金额达到233.26亿港元，相当于其当前市值的3.69%，该公司稍后将公布中期业绩，或对其回购计划会有更多启示。</p><p>除此以外，一些市值体量较小的上市公司，也推出相对其市值较为可观的回购计划，例如大中华区肯德基运营商<a href=\"https://laohu8.com/S/YUMC\">百胜中国</a>（09987.HK），今年上半年已通过股票回购与现金股息的形式向股东回馈近10亿美元，超过2023年全年的回馈金额，大约相当于其当前市值1006.66亿港元（按现价262.60港元计），约合129.06亿美元的7.75%。到2024年6月30日，<a href=\"https://laohu8.com/S/09987\">百胜中国</a>仍有大约6.66亿美元的回购额度尚未动用。</p><p><strong>总结</strong></p><p>上市公司大手笔回购，部分原因固然与其抵消当前一些负面消息的影响有关，例如<a href=\"https://laohu8.com/S/EDU\">新东方</a>，但更多或是为了给股价提供支持。低迷的股价，稳健的财务基础，是这些上市公司大手笔回购的底气。回购也有利于上市公司的治理和财务纪律，将收益回馈给股东，降低了管理层滥用公司资源投入低回报甚至亏损项目的风险。</p><p>不过另一方面，回购盛行，或也意味着目前这些上市企业评估潜在的投资计划回报还不如回购取悦股东的好处。从企业的发展角度来看，在大手回购的同时，或许也需积极地思考公司的战略前景，为迎接未来的机遇提前铺垫，若单是为了取悦股东而“躺平”，对于创造未来价值并没有好处。</p></body></html>","source":"finet_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>那些大手笔回购的中资股</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n那些大手笔回购的中资股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-28 19:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.finet.hk/newscenter/news_content/66cecf2fbde0b36975c18db7><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>港股的中期业绩期行将结束，多家公司在公布季度或中期业绩的同时，都抛出了慷慨的回购计划。京东加推50亿美元回购笼罩在大股东沃尔玛（WMT.US）清仓阴霾下的物流巨头京东集团（JD.US），突然宣布已获董事会批准一项新股份回购计划，从2024年9月起生效，可于未来36个月内回购价值不超过50亿美元的股份，这一巨额回购额度相当于当前美股市值386.20亿美元（按美股股价26.38美元计算）的12.95%...</p>\n\n<a href=\"https://www.finet.hk/newscenter/news_content/66cecf2fbde0b36975c18db7\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cf777090175126e4590c3b8afdfe41e","relate_stocks":{"80700":"腾讯控股-R","81299":"友邦保险-R","82020":"安踏体育-R","89618":"京东集团-SWR","89988":"阿里巴巴-WR","09988":"阿里巴巴-W","LU0823426480.USD":"法巴中国股票经典Dis","09987":"百胜中国","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","03690":"美团-W","BK4585":"ETF&股票定投概念","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","00700":"腾讯控股","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","ANPDY":"安踏体育ADR","BK1609":"ChatGPT概念","LU0052750758.USD":"富兰克林中国基金A Acc","AAGIY":"友邦保险ADR","BK1604":"节假日概念","00005":"汇丰控股","HSBC":"汇丰","BABA":"阿里巴巴","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","IE00B3T34201.USD":"BNY MELLON GLOBAL EQUITY INCOME \"B\" (USD) INC","02423":"贝壳-W","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","09901":"新东方-S","01299":"友邦保险","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","JD":"京东","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","IE00B031J352.USD":"FSSA GREATER CHINA GROWTH \"I\" (USD) INC","02020":"安踏体育","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","03143":"华夏香港银行股","BK4548":"巴美列捷福持仓","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","09618":"京东集团-SW","LU0173614495.USD":"富达中国焦点A","HSBA.UK":"汇丰控股有限公司"},"source_url":"https://www.finet.hk/newscenter/news_content/66cecf2fbde0b36975c18db7","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462489401","content_text":"港股的中期业绩期行将结束，多家公司在公布季度或中期业绩的同时，都抛出了慷慨的回购计划。京东加推50亿美元回购笼罩在大股东沃尔玛（WMT.US）清仓阴霾下的物流巨头京东集团（JD.US），突然宣布已获董事会批准一项新股份回购计划，从2024年9月起生效，可于未来36个月内回购价值不超过50亿美元的股份，这一巨额回购额度相当于当前美股市值386.20亿美元（按美股股价26.38美元计算）的12.95%！值得留意的是，在今年3月，京东（09618.HK）才批出了30亿美元的股份回购计划，并在8月21日宣布已充分使用，而在今年上半年，该公司回购合共33亿美元，股份总数大约占了其2023年末流通在外普通股的7.1%。这次50亿美元回购计划是此基础上的再加码，两者合起来，或占到京东当前市值的20%以上，力度相当大。安踏百亿回购刚刚公布了2024年上半年业绩的鞋履龙头安踏（02020.HK）也随业绩公布了一份百亿回购计划。该公司计划在即日起18个月内动用不超过100亿港元，实行股份回购计划。若按安踏当前的股价75.75港元计，市值2,145.71亿港元，这一回购计划大约相当于其市值的4.66%。不仅如此，安踏还宣派中期息每股1.18港元，同比大增43.9%，派息率达到50.1%，相当于现价75.75港元的1.56%，如此算来，加上中期息和回购额度在内，安踏接下来或为股东带来6%以上的回馈。阿里巴巴回馈最慷慨不过说到回购，最“狠”的要算阿里巴巴（09988.HK）。于截至2024年6月30日止的季度，阿里巴巴以58亿美元的总额回购了总计6.13亿股普通股；在截至2024年3月31日止的季度，该集团已以总额48亿美元回购总计5.24亿股普通股。换言之，在2024年上半年，阿里巴巴就合共斥资106亿美元，合共回购超过11亿股普通股，这一回购金额相当于其当前美股市值1,908.30亿美元（按现价81.45美元计算）的5.55%。截至2024年6月30日，阿里巴巴还有261亿美元的回购额度，有效期至2027年3月，相当于其当前市值的13.68%，这还不算阿里巴巴的潜在派息。于截至2024年3月末的财政年度，阿里巴巴宣派定期现金股息每股0.125美元和特别股息0.0825美元，合共0.2075美元，大约相当于阿里巴巴现价81.45美元的0.25%。最近一个月回购计划除了上述三家上市公司规模可观的回购计划外，在最近一个月中也有多家大型公司发布了自己的回购计划。房屋租赁交易服务平台贝壳（BEKE.US）在公布2024年6月季度业绩时也表示，在稳健的现金储备下，通过积极的股票回购，持续进行股东回报。其于2022年8月起建立一项股份回购计划，随后于2023年8月扩大及延长，而在今年8月，该公司又进一步将回购授权从20亿美元增至30亿美元，回购计划期限延长至2025年8月31日。截至2024年8月12日，贝壳（02423.HK）已累计用13.898亿美元回购了95百万份美国存托股份，这意味着30亿美元回购计划仍有16.102亿美元的额度，大约相当于其美股市值176.38亿美元（按14.53美元计）的9.13%。截至2024年6月30日，贝壳持有现金及现金等价物94.09亿元人民币，约合12.95亿美元；短期投资为422.23亿元人民币，约合58.10亿美元，短期借款只有4.46亿元人民币，负债总额仅占资产总值的42.28%，可见贝壳有充裕的财务资源，支持其回购计划。近日处于舆论漩涡中心的新东方-S（09901.HK），也于8月6日宣布将其原来的股份回购计划授权额度由4亿美元增至7亿美元，有效期至2025年5月31日。另外还宣布计划派发每股0.06美元的特别现金股息，合共达到1亿美元。港股市场今年以来回购最高的上市公司如上文所述，阿里巴巴和京东的回购额度都非常大，不过它们的回购活动或主要在美股市场，在港股市场，回购金额最高的则为腾讯（00700.HK）。Wind的数据显示，从年初至2024年8月28日，腾讯合共斥资693.75亿港元，回购了1.998亿股，约合88.95亿美元，大约相当于腾讯当前市值3.50万亿港元（按375.00港元计算）的1.98%。2024年7月31日，汇丰（00005.HK）在公布季度业绩时也表示，其董事会已宣派第二次股息每股0.1美元，上半年合共选派季度股息每股0.20美元，并计划最多达30亿美元的股份回购，预计于三个月内完成。从其现金流表可以看到，于2024年上半年，汇丰注销股份53.3亿美元，已派发股息合共126.85亿美元，两项合计180.15亿美元，相当于其市值12600亿港元（按68.40港元计）的11.15%。友邦保险（01299.HK）于今年上半年通过股息及股份回购向股东返还了34亿美元，相当于其当前市值6180.36亿港元（按55.90港元计），约合792.38亿美元的4.29%。在今年4月时，该公司宣布将回购额度提高20亿美元，至120亿美元，相当于其市值的15.14%。另外，在中期业绩中，该公司宣派中期股息每股0.445港元，上升5.2%。此外，美团-W（03690.HK）也是回购生力军，今年以来回购金额达到233.26亿港元，相当于其当前市值的3.69%，该公司稍后将公布中期业绩，或对其回购计划会有更多启示。除此以外，一些市值体量较小的上市公司，也推出相对其市值较为可观的回购计划，例如大中华区肯德基运营商百胜中国（09987.HK），今年上半年已通过股票回购与现金股息的形式向股东回馈近10亿美元，超过2023年全年的回馈金额，大约相当于其当前市值1006.66亿港元（按现价262.60港元计），约合129.06亿美元的7.75%。到2024年6月30日，百胜中国仍有大约6.66亿美元的回购额度尚未动用。总结上市公司大手笔回购，部分原因固然与其抵消当前一些负面消息的影响有关，例如新东方，但更多或是为了给股价提供支持。低迷的股价，稳健的财务基础，是这些上市公司大手笔回购的底气。回购也有利于上市公司的治理和财务纪律，将收益回馈给股东，降低了管理层滥用公司资源投入低回报甚至亏损项目的风险。不过另一方面，回购盛行，或也意味着目前这些上市企业评估潜在的投资计划回报还不如回购取悦股东的好处。从企业的发展角度来看，在大手回购的同时，或许也需积极地思考公司的战略前景，为迎接未来的机遇提前铺垫，若单是为了取悦股东而“躺平”，对于创造未来价值并没有好处。","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342734086177048,"gmtCreate":1724680482295,"gmtModify":1724680484142,"author":{"id":"3495715807125567","authorId":"3495715807125567","name":"Jingle666","avatar":"https://static.tigerbbs.com/0231a63f7363de60cac0c0335a68fd70","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495715807125567","authorIdStr":"3495715807125567"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/WMT\">沃尔玛</a>（WMT.US）清仓阴霾下的物流巨头京东集团（JD.US），突然宣布已获董事会批准一项新股份回购计划，从2024年9月起生效，可于未来36个月内回购价值不超过50亿美元的股份，这一巨额回购额度相当于当前美股市值386.20亿美元（按美股股价26.38美元计算）的12.95%！</p><p>值得留意的是，在今年3月，<strong>京东（09618.HK）</strong>才批出了30亿美元的股份回购计划，并在8月21日宣布已充分使用，而在今年上半年，该公司回购合共33亿美元，股份总数大约占了其2023年末流通在外普通股的7.1%。</p><p>这次50亿美元回购计划是此基础上的再加码，两者合起来，或占到京东当前市值的20%以上，力度相当大。</p><p><strong>安踏百亿回购</strong></p><p>刚刚公布了2024年上半年业绩的鞋履龙头<strong>安踏（02020.HK）</strong>也随业绩公布了一份百亿回购计划。该公司计划在即日起18个月内动用不超过100亿港元，实行股份回购计划。若按安踏当前的股价75.75港元计，市值2,145.71亿港元，这一回购计划大约相当于其市值的4.66%。</p><p>不仅如此，安踏还宣派中期息每股1.18港元，同比大增43.9%，派息率达到50.1%，相当于现价75.75港元的1.56%，如此算来，加上中期息和回购额度在内，安踏接下来或为股东带来6%以上的回馈。</p><p><strong><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>回馈最慷慨</strong></p><p>不过说到回购，最“狠”的要算阿里巴巴（09988.HK）。于截至2024年6月30日止的季度，阿里巴巴以58亿美元的总额回购了总计6.13亿股普通股；在截至2024年3月31日止的季度，该集团已以总额48亿美元回购总计5.24亿股普通股。换言之，在2024年上半年，阿里巴巴就合共斥资106亿美元，合共回购超过11亿股普通股，这一回购金额相当于其当前美股市值1,908.30亿美元（按现价81.45美元计算）的5.55%。</p><p>截至2024年6月30日，阿里巴巴还有261亿美元的回购额度，有效期至2027年3月，相当于其当前市值的13.68%，这还不算阿里巴巴的潜在派息。</p><p>于截至2024年3月末的财政年度，阿里巴巴宣派定期现金股息每股0.125美元和特别股息0.0825美元，合共0.2075美元，大约相当于阿里巴巴现价81.45美元的0.25%。</p><p><strong>最近一个月回购计划</strong></p><p>除了上述三家上市公司规模可观的回购计划外，在最近一个月中也有多家大型公司发布了自己的回购计划。</p><p>房屋租赁交易服务平台<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>（BEKE.US）在公布2024年6月季度业绩时也表示，在稳健的现金储备下，通过积极的股票回购，持续进行股东回报。其于2022年8月起建立一项股份回购计划，随后于2023年8月扩大及延长，而在今年8月，该公司又进一步将回购授权从20亿美元增至30亿美元，回购计划期限延长至2025年8月31日。</p><p>截至2024年8月12日，贝壳（02423.HK）已累计用13.898亿美元回购了95百万份美国存托股份，这意味着30亿美元回购计划仍有16.102亿美元的额度，大约相当于其美股市值176.38亿美元（按14.53美元计）的9.13%。</p><p>截至2024年6月30日，贝壳持有现金及现金等价物94.09亿元人民币，约合12.95亿美元；短期投资为422.23亿元人民币，约合58.10亿美元，短期借款只有4.46亿元人民币，负债总额仅占资产总值的42.28%，可见贝壳有充裕的财务资源，支持其回购计划。</p><p>近日处于舆论漩涡中心的<a href=\"https://laohu8.com/S/09901\">新东方-S</a>（09901.HK），也于8月6日宣布将其原来的股份回购计划授权额度由4亿美元增至7亿美元，有效期至2025年5月31日。另外还宣布计划派发每股0.06美元的特别现金股息，合共达到1亿美元。</p><p><strong>港股市场今年以来回购最高的上市公司</strong></p><p>如上文所述，阿里巴巴和京东的回购额度都非常大，不过它们的回购活动或主要在美股市场，在港股市场，回购金额最高的则为<strong><a href=\"https://laohu8.com/S/00700\">腾讯</a>（00700.HK）</strong>。</p><p>Wind的数据显示，从年初至2024年8月28日，腾讯合共斥资693.75亿港元，回购了1.998亿股，约合88.95亿美元，大约相当于腾讯当前市值3.50万亿港元（按375.00港元计算）的1.98%。</p><p>2024年7月31日，<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>（00005.HK）在公布季度业绩时也表示，其董事会已宣派第二次股息每股0.1美元，上半年合共选派季度股息每股0.20美元，并计划最多达30亿美元的股份回购，预计于三个月内完成。从其现金流表可以看到，于2024年上半年，汇丰注销股份53.3亿美元，已派发股息合共126.85亿美元，两项合计180.15亿美元，相当于其市值12600亿港元（按68.40港元计）的11.15%。</p><p><a href=\"https://laohu8.com/S/01299\">友邦保险</a>（01299.HK）于今年上半年通过股息及股份回购向股东返还了34亿美元，相当于其当前市值6180.36亿港元（按55.90港元计），约合792.38亿美元的4.29%。在今年4月时，该公司宣布将回购额度提高20亿美元，至120亿美元，相当于其市值的15.14%。另外，在中期业绩中，该公司宣派中期股息每股0.445港元，上升5.2%。</p><p>此外，<a href=\"https://laohu8.com/S/03690\">美团-W</a>（03690.HK）也是回购生力军，今年以来回购金额达到233.26亿港元，相当于其当前市值的3.69%，该公司稍后将公布中期业绩，或对其回购计划会有更多启示。</p><p>除此以外，一些市值体量较小的上市公司，也推出相对其市值较为可观的回购计划，例如大中华区肯德基运营商<a href=\"https://laohu8.com/S/YUMC\">百胜中国</a>（09987.HK），今年上半年已通过股票回购与现金股息的形式向股东回馈近10亿美元，超过2023年全年的回馈金额，大约相当于其当前市值1006.66亿港元（按现价262.60港元计），约合129.06亿美元的7.75%。到2024年6月30日，<a href=\"https://laohu8.com/S/09987\">百胜中国</a>仍有大约6.66亿美元的回购额度尚未动用。</p><p><strong>总结</strong></p><p>上市公司大手笔回购，部分原因固然与其抵消当前一些负面消息的影响有关，例如<a href=\"https://laohu8.com/S/EDU\">新东方</a>，但更多或是为了给股价提供支持。低迷的股价，稳健的财务基础，是这些上市公司大手笔回购的底气。回购也有利于上市公司的治理和财务纪律，将收益回馈给股东，降低了管理层滥用公司资源投入低回报甚至亏损项目的风险。</p><p>不过另一方面，回购盛行，或也意味着目前这些上市企业评估潜在的投资计划回报还不如回购取悦股东的好处。从企业的发展角度来看，在大手回购的同时，或许也需积极地思考公司的战略前景，为迎接未来的机遇提前铺垫，若单是为了取悦股东而“躺平”，对于创造未来价值并没有好处。</p></body></html>","source":"finet_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>那些大手笔回购的中资股</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n那些大手笔回购的中资股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-28 19:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.finet.hk/newscenter/news_content/66cecf2fbde0b36975c18db7><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>港股的中期业绩期行将结束，多家公司在公布季度或中期业绩的同时，都抛出了慷慨的回购计划。京东加推50亿美元回购笼罩在大股东沃尔玛（WMT.US）清仓阴霾下的物流巨头京东集团（JD.US），突然宣布已获董事会批准一项新股份回购计划，从2024年9月起生效，可于未来36个月内回购价值不超过50亿美元的股份，这一巨额回购额度相当于当前美股市值386.20亿美元（按美股股价26.38美元计算）的12.95%...</p>\n\n<a href=\"https://www.finet.hk/newscenter/news_content/66cecf2fbde0b36975c18db7\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cf777090175126e4590c3b8afdfe41e","relate_stocks":{"80700":"腾讯控股-R","81299":"友邦保险-R","82020":"安踏体育-R","89618":"京东集团-SWR","89988":"阿里巴巴-WR","09988":"阿里巴巴-W","LU0823426480.USD":"法巴中国股票经典Dis","09987":"百胜中国","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","03690":"美团-W","BK4585":"ETF&股票定投概念","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","00700":"腾讯控股","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND 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INC","09618":"京东集团-SW","LU0173614495.USD":"富达中国焦点A","HSBA.UK":"汇丰控股有限公司"},"source_url":"https://www.finet.hk/newscenter/news_content/66cecf2fbde0b36975c18db7","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462489401","content_text":"港股的中期业绩期行将结束，多家公司在公布季度或中期业绩的同时，都抛出了慷慨的回购计划。京东加推50亿美元回购笼罩在大股东沃尔玛（WMT.US）清仓阴霾下的物流巨头京东集团（JD.US），突然宣布已获董事会批准一项新股份回购计划，从2024年9月起生效，可于未来36个月内回购价值不超过50亿美元的股份，这一巨额回购额度相当于当前美股市值386.20亿美元（按美股股价26.38美元计算）的12.95%！值得留意的是，在今年3月，京东（09618.HK）才批出了30亿美元的股份回购计划，并在8月21日宣布已充分使用，而在今年上半年，该公司回购合共33亿美元，股份总数大约占了其2023年末流通在外普通股的7.1%。这次50亿美元回购计划是此基础上的再加码，两者合起来，或占到京东当前市值的20%以上，力度相当大。安踏百亿回购刚刚公布了2024年上半年业绩的鞋履龙头安踏（02020.HK）也随业绩公布了一份百亿回购计划。该公司计划在即日起18个月内动用不超过100亿港元，实行股份回购计划。若按安踏当前的股价75.75港元计，市值2,145.71亿港元，这一回购计划大约相当于其市值的4.66%。不仅如此，安踏还宣派中期息每股1.18港元，同比大增43.9%，派息率达到50.1%，相当于现价75.75港元的1.56%，如此算来，加上中期息和回购额度在内，安踏接下来或为股东带来6%以上的回馈。阿里巴巴回馈最慷慨不过说到回购，最“狠”的要算阿里巴巴（09988.HK）。于截至2024年6月30日止的季度，阿里巴巴以58亿美元的总额回购了总计6.13亿股普通股；在截至2024年3月31日止的季度，该集团已以总额48亿美元回购总计5.24亿股普通股。换言之，在2024年上半年，阿里巴巴就合共斥资106亿美元，合共回购超过11亿股普通股，这一回购金额相当于其当前美股市值1,908.30亿美元（按现价81.45美元计算）的5.55%。截至2024年6月30日，阿里巴巴还有261亿美元的回购额度，有效期至2027年3月，相当于其当前市值的13.68%，这还不算阿里巴巴的潜在派息。于截至2024年3月末的财政年度，阿里巴巴宣派定期现金股息每股0.125美元和特别股息0.0825美元，合共0.2075美元，大约相当于阿里巴巴现价81.45美元的0.25%。最近一个月回购计划除了上述三家上市公司规模可观的回购计划外，在最近一个月中也有多家大型公司发布了自己的回购计划。房屋租赁交易服务平台贝壳（BEKE.US）在公布2024年6月季度业绩时也表示，在稳健的现金储备下，通过积极的股票回购，持续进行股东回报。其于2022年8月起建立一项股份回购计划，随后于2023年8月扩大及延长，而在今年8月，该公司又进一步将回购授权从20亿美元增至30亿美元，回购计划期限延长至2025年8月31日。截至2024年8月12日，贝壳（02423.HK）已累计用13.898亿美元回购了95百万份美国存托股份，这意味着30亿美元回购计划仍有16.102亿美元的额度，大约相当于其美股市值176.38亿美元（按14.53美元计）的9.13%。截至2024年6月30日，贝壳持有现金及现金等价物94.09亿元人民币，约合12.95亿美元；短期投资为422.23亿元人民币，约合58.10亿美元，短期借款只有4.46亿元人民币，负债总额仅占资产总值的42.28%，可见贝壳有充裕的财务资源，支持其回购计划。近日处于舆论漩涡中心的新东方-S（09901.HK），也于8月6日宣布将其原来的股份回购计划授权额度由4亿美元增至7亿美元，有效期至2025年5月31日。另外还宣布计划派发每股0.06美元的特别现金股息，合共达到1亿美元。港股市场今年以来回购最高的上市公司如上文所述，阿里巴巴和京东的回购额度都非常大，不过它们的回购活动或主要在美股市场，在港股市场，回购金额最高的则为腾讯（00700.HK）。Wind的数据显示，从年初至2024年8月28日，腾讯合共斥资693.75亿港元，回购了1.998亿股，约合88.95亿美元，大约相当于腾讯当前市值3.50万亿港元（按375.00港元计算）的1.98%。2024年7月31日，汇丰（00005.HK）在公布季度业绩时也表示，其董事会已宣派第二次股息每股0.1美元，上半年合共选派季度股息每股0.20美元，并计划最多达30亿美元的股份回购，预计于三个月内完成。从其现金流表可以看到，于2024年上半年，汇丰注销股份53.3亿美元，已派发股息合共126.85亿美元，两项合计180.15亿美元，相当于其市值12600亿港元（按68.40港元计）的11.15%。友邦保险（01299.HK）于今年上半年通过股息及股份回购向股东返还了34亿美元，相当于其当前市值6180.36亿港元（按55.90港元计），约合792.38亿美元的4.29%。在今年4月时，该公司宣布将回购额度提高20亿美元，至120亿美元，相当于其市值的15.14%。另外，在中期业绩中，该公司宣派中期股息每股0.445港元，上升5.2%。此外，美团-W（03690.HK）也是回购生力军，今年以来回购金额达到233.26亿港元，相当于其当前市值的3.69%，该公司稍后将公布中期业绩，或对其回购计划会有更多启示。除此以外，一些市值体量较小的上市公司，也推出相对其市值较为可观的回购计划，例如大中华区肯德基运营商百胜中国（09987.HK），今年上半年已通过股票回购与现金股息的形式向股东回馈近10亿美元，超过2023年全年的回馈金额，大约相当于其当前市值1006.66亿港元（按现价262.60港元计），约合129.06亿美元的7.75%。到2024年6月30日，百胜中国仍有大约6.66亿美元的回购额度尚未动用。总结上市公司大手笔回购，部分原因固然与其抵消当前一些负面消息的影响有关，例如新东方，但更多或是为了给股价提供支持。低迷的股价，稳健的财务基础，是这些上市公司大手笔回购的底气。回购也有利于上市公司的治理和财务纪律，将收益回馈给股东，降低了管理层滥用公司资源投入低回报甚至亏损项目的风险。不过另一方面，回购盛行，或也意味着目前这些上市企业评估潜在的投资计划回报还不如回购取悦股东的好处。从企业的发展角度来看，在大手回购的同时，或许也需积极地思考公司的战略前景，为迎接未来的机遇提前铺垫，若单是为了取悦股东而“躺平”，对于创造未来价值并没有好处。","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321367326331064,"gmtCreate":1719500220392,"gmtModify":1719500221711,"author":{"id":"3495715807125567","authorId":"3495715807125567","name":"Jingle666","avatar":"https://static.tigerbbs.com/0231a63f7363de60cac0c0335a68fd70","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495715807125567","authorIdStr":"3495715807125567"},"themes":[],"htmlText":"<a 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