China Longyuan Power Group Corp LtdAnnounced annual cash dividends of no less than 30% of net profit from 2025-2027.
7月20日前場、A株3指数は上昇。上海総合指数は1.18%高、深セン成分指数は0.21%高、創業板指数は1.13%高。両市場合計の売買代金は1兆6700億元、2900超の銘柄が上昇した。石油・天然ガス、白酒、石炭などのセクターが上昇を主導し、電力セクターは全面反発。珈偉新能、華銀電力、涪陵電力がストップ高。貴州茅台は5%超上昇し1322.97元で取引を終えた。電力・石炭セクターの複数企業が寄り付き前に増資や自社株買い計画を発表。国投電力の親会社は6カ月以内に1億5000万元の追加取得を計画。中煤能源の親会社は12カ月以内に5000万元から1億元の追加取得を計画。国電南瑞の董事長は5億元から10億元の自社株買いを提案。中国神華は2026年の石炭販売量目標を6億1810万トン、発電量目標を2881億キロワット時、営業収入目標を3600億元と発表。龍源電力は2025年から2027年まで、毎年の現金配当比率を親会社帰属純利益の30%以上とする方針。このほか、中国アルミの親会社は10億元から20億元の追加取得を計画し、中国中車の親会社は1億5000万元から3億元の追加取得を計画。両銘柄は前場にいずれも6%超上昇した。
China Longyuan Power Group Corp LtdAnnounced annual cash dividends of no less than 30% of net profit from 2025-2027.
SDIC Power Holdings Co LtdControlling shareholder plans to increase stake by 150 million yuan.
China Shenhua Energy CoAnnounced 2026 coal sales volume target of 618.1 million tonnes, power generation target of 288.1 billion kWh, and operating revenue target of 360 billion yuan.
Aluminum Corp of China LtdControlling shareholder plans to increase holdings by 1 billion to 2 billion yuan.
CRRC Corp Ltd Class AControlling shareholder plans to increase holdings by 150 million to 300 million yuan.
China Coal Energy Co LtdControlling shareholder plans to increase holdings by 50 million to 100 million yuan within 12 months.
Shenzhen Jiawei Photovoltaic Lighting Co LtdJiawei New Energy hit daily limit up as part of the power sector rally, but the article mentions no company-specific catalyst; the buyback/holding increase news is for other firms.
NARI Technology Co LtdChairman proposed a buyback of 500 million to 1 billion yuan.
Chongqing Fuling Electric Power Industrial Co LtdHit daily limit up as part of power sector rebound, but no company-specific news.
Datang HuaYin Electric Power Co LtdHit daily limit up as part of power sector rebound, but no company-specific news.
China Coal Xinji Energy Co LtdChina Coal Energy's controlling shareholder plans to increase holdings by 50-100 million yuan, but China Coal Xinji Energy is a different subsidiary; the news is about the parent, not directly about this company.
Kweichow Moutai Co Ltd