238家公司出手回购，港股回购持续升温！汇丰、腾讯等股领衔

证券导报2025-07-14

今年以来，港股回购持续升温。记者根据数据统计，今年1月1日至7月11日，合计有238家港股上市公司累计回购了69.88亿股，回购金额达到近1800亿港元，参与回购的上市公司家数和回购股票数量同比增加。与此同时，从回购金额排名来看，除了“不差钱”的汇丰、渣打等金融类上市公司，腾讯控股和阿里巴巴等互联网科技巨头也多次大手笔回购，金额都在百亿港元以上。金融、科技巨头主导大额回购今年以来，除了A股，港股...

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HSBC, Tencent and other stocks lead the way","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80700":0.9,"HSCEI":1,"TCHmain":0.6,"TCEHY":0.9,"00700":1,"HSTECH":1,"HTCD.SI":0.6},"content_text":"今年以来，港股回购持续升温。记者根据数据统计，今年1月1日至7月11日，合计有238家港股上市公司累计回购了69.88亿股，回购金额达到近1800亿港元，参与回购的上市公司家数和回购股票数量同比增加。与此同时，从回购金额排名来看，除了“不差钱”的汇丰、渣打等金融类上市公司，腾讯控股和阿里巴巴等互联网科技巨头也多次大手笔回购，金额都在百亿港元以上。金融、科技巨头主导大额回购今年以来，除了A股，港股上市公司也积极进行股份回购。东财Choice数据显示，2025年1月1日至7月11日，合计有238家港股上市公司，累计回购了约69.88亿股，回购金额达到1798.82亿港元。去年同期数据显示，有221家港股上市公司累计回购62.31亿股，合计回购金额2002亿港元。整体来看，尽管回购总金额略有下降，但是回购家数和股份数量同比增加，这也意味着覆盖面提升，越来越多港股上市公司加入股票回购队伍。从今年以来港股上市公司回购TOP10来看，汇丰控股、腾讯控股、友邦保险、渣打集团、阿里巴巴、保诚、中远海控、贝壳、中国建材和美的集团，上述十家H股上市公司股票回购金额都在30亿港元以上，而前五家上市公司回购金额超过百亿以上，除了汇丰、友邦和渣打三家“不差钱”的金融股外，其余两家为互联网科技公司腾讯和阿里巴巴，两家合计回购超500亿港元受到关注。从回购金额来看，回购金额最高为汇丰控股达到435.25亿港元，腾讯回购了400.43亿港元，仅次于汇丰控股，阿里巴巴则回购了118.79亿港元。此前，腾讯连续回购多次稳居港股回购金额榜首，在今年回购中，每日回购金额均在5亿港元以上。在2024年年报中，腾讯曾宣布2025年计划至少回购价值800亿港元的股份。对于回购，阿里巴巴7月2日在港交所披露，截至2025年6月30日止季度期间，该公司以8.05亿美元的总价回购了总计5600万股普通股。截至今年6月30日，该公司在董事会授权的股份回购计划下仍余193亿美元回购额度，有效期至2027年3月。业内人士认为，上市公司增持回购规模持续增加表达了市场主体坚定看好市场的信心和决心。同时，增持回购持续增加也反映出上市公司的自身实力在不断增强。AI投入成为新变量与往年单纯“买自己”不同，今年科技巨头的回购与AI资本开支同步放大。腾讯2025年一季报显示，该公司实现营收1800.2亿元，同比增长13%；经营利润（Non-IFRS）693.2亿元，同比增长18%。在AI领域，腾讯持续加大投入，今年一季度研发支出达189.1亿元，同比增长21%；资本开支274.8亿元，同比增幅达91%。阿里巴巴亦在今年2月宣布，未来三年，阿里将投入超过3800亿元人民币，用于建设云和AI硬件基础设施，总额超过去十年总和。就腾讯而言，其C端市场已经用AI全面渗透用户场景：原生AI产品元宝借助混元+DeepSeek双引擎驱动，用户规模显著增长；同时，微信、QQ、理财通等核心产品，通过AI能力深度整合，智能化体验持续升级。根据安排，腾讯将于8月公布其2025年第二季度业绩，多家卖方机构已发布其业绩前瞻。中信证券预计其当季营收约1786亿元、Non-IFRS净利润622亿元；瑞银则给出1560亿元收入、600亿元净利润的预测。两家机构均认为，在AI提供显著收入贡献之前，微信生态内的小程序、小游戏、搜一搜等高毛利业务仍将为盈利增长提供清晰路径；中期来看，AI的乘数效应有望逐步显现。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2551978115","isCrawlerRequest":true}