424单、超1100亿资金：深市去年掀回购增持热潮_老虎社区_美港股上老虎

424单、超1100亿资金：深市去年掀回购增持热潮

第一财经01-04

2025年以来，上市公司积极回应号召、立足自身发展，持续掀起“真金白银”的回购增持热潮，不仅彰显了公司对自身价值的认可、对长期发展前景的坚定信心，更向市场传递出积极稳健的信号、增强投资者信心，为资本市场健康发展注入强劲动力。　　深市2026年的第一个工作日，宁德时代（300750.SZ）、美的集团（000333.SZ）、潍柴动力（000338.SZ）、蓝思科技（300433.SZ）等多家龙头公司...

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year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300433":1,"300750":1,"300760":1,"03750":0.7,"000333":1,"000039":1,"EVS.SI":0.6,"000338":1},"content_text":"2025年以来，上市公司积极回应号召、立足自身发展，持续掀起“真金白银”的回购增持热潮，不仅彰显了公司对自身价值的认可、对长期发展前景的坚定信心，更向市场传递出积极稳健的信号、增强投资者信心，为资本市场健康发展注入强劲动力。　　深市2026年的第一个工作日，宁德时代（300750.SZ）、美的集团（000333.SZ）、潍柴动力（000338.SZ）、蓝思科技（300433.SZ）等多家龙头公司披露了回购进展公告。　　其中，宁德时代公告，截至2025年底，公司以集中竞价交易方式累计回购1599.08万股，占公司同日A股总股本的0.36%，成交总金额43.86亿元；美的集团累计回购2056.46万股，占总股本的0.27%，支付总金额为15.1亿元；潍柴动力累计回购5025.25万股，占总股本的0.58%，支付总金额为7.61亿元；蓝思科技公告累计回购740.96万股，占总股本的0.15%，支付总金额为2.15亿元。　　第一财经记者获悉，去年，深市上市公司共披露回购增持计划424单。其中回购计划288单，回购金额上限达827.25亿元；增持计划136单，增持金额上限达315.21亿元。自回购增持专项贷款落地以来，383家公司及主要股东取得股票回购增持专项贷贷款承诺函，贷款额度共计829.81亿元。　　深市上市公司回购增持计划呈现出重点行业聚力的态势。电子、生物医药、机械设备、电力设备领域公司成为回购主力军，合计占比达40.97%；生物医药、机械设备、基础化工、家用电器领域公司成为增持先锋队，合计占比达37.78%，充分体现了相关实体产业对发展前景的乐观预期。　　同时，作为深市核心支柱力量，2025年，各行业龙头企业充分发挥“压舱石”作用，以大额回购、持续增持的实际行动引领市场风向。　　比如，家用电器龙头企业美的集团基于对公司未来发展前景的信心和公司价值的认可，先后推出二期回购计划，用于注销减少注册资本、实施股权激励或员工持股计划，截至目前，公司累计回购超100亿元；电力设备龙头企业宁德时代拟回购公司股份总额不低于40亿元、不超过80亿元，用于实施股权激励或员工持股计划，截至目前，该公司累计回购金额达43.86亿元；生物医药龙头企业迈瑞医疗（300760.SZ）董事长李西廷增持公司股份2亿元。　　此外，跨境回购成为新亮点，根据中集集团（000039.SZ）披露的《H股公告-翌日披露报表》及《关于部分A股股份回购结果暨股份变动的公告》显示，2025年，该公司同时回购A股、H股，通过两地回购方式传递对公司价值的认可。　　一业内人士表示，上市公司回购增持是“市场之手”与“企业之手”的有效联动，既体现了公司对自身价值的理性认知，也反映了资本市场长期投资价值的逐步显现。未来，随着市场化改革持续深化与监管体系不断完善，龙头企业不断释放强大的“带动引领效应”，预计上市公司回购增持将持续保持积极态势，为资本市场高质量发展提供更坚实的支撑。（文章来源：第一财经）","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":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}