B[Mid-term dividends hit new highs, leading companies’ “red envelope rain” hits] September 22nd, Wind data showed that as of now, the number of A-share companies planning to pay mid-term dividends in 2026 has reached 875, and the total amount of cash to be distributed is approximately 720.474 billion yuan, a record high. Recently, a number of leading A-share listed companies, including China Railway, China Mobile, and Yankuang Energy, have released announcements on the implementation of semi-annual equity distribution in 2026, clarifying the equity registration date and ex-rights and ex-dividend date. Many leading companies in the industry will usher in a "rain of red envelopes" in the near future. (China Securities Journal) B[Interim dividends for listed securities companies are gradually implemented] September 19th, after the disclosure of the 2026 interim report of listed securities companies, the progress of their mid-term dividends has become one of the topics that investors pay close attention to. Wind data shows that three listed securities companies, China Merchants Securities, Hongta Securities, and First Venture Capital, have completed the mid-term equity distribution this week, distributing a total of more than 1.7 billion yuan (tax included, the same below). Another 24 securities companies have announced mid-term dividend plans and plan to distribute more than 26 billion yuan in cash. From an investment perspective, as the capital market reform continues to advance, all main businesses of securities firms are expected to fully benefit. The current sector valuation is at a relatively low level, and the relatively solid fundamental performance has provided important support for the restoration of the valuation of securities firms. The investment value of leading securities firms in the industry with strong comprehensive strength and balanced business layout, as well as leading securities firms with differentiated competitive advantages in wealth management, institutional business and other fields, has attracted much attention. (China Securities News) B[20 listed banks plan to pay more than 260 billion yuan in mid-term dividends] September 11th, Ruifeng Bank issued a 2026 mid-term cash dividend of 196 million yuan on September 10, becoming the first A-share listed bank to distribute a mid-term "red envelope" this year. So far, 20 A-share listed banks, including Ruifeng Bank, have disclosed or implemented their 2026 mid-term profit distribution plans, with a total planned dividend of 266.114 billion yuan. Among them, large state-owned banks accounted for more than 80% of the total dividends, and the collective plans to increase the dividend ratio to 31%. Industry insiders believe that in the next step, while listed banks continue to enhance investors' sense of gain, their dividend policies should also be dynamically adapted to changes in the macroeconomic environment, regulatory orientation and actual operating conditions. B[The scale of mid-term dividends for A-share companies exceeds 700 billion yuan] On September 1, Wind data showed that as of August 31, a total of 867 companies in the A-share market had launched 2026 mid-term cash dividend plans, with the total amount of cash planned to be distributed reaching 716.751 billion yuan (including those that have been implemented), continuing the high operating trend. From the perspective of industry distribution, finance, energy, technology, medicine and other industries are the main contributors to medium-term dividends. Among them, traditional blue-chip companies continue to lead the way, a number of growth-oriented companies have significantly increased their willingness to pay dividends, and the overall dividend ecosystem of A-shares continues to optimize. A[Over 800 companies plan mid-term dividends] On August 31, the A-share semi-annual report disclosure work for 2026 came to an end, and mid-term profit distribution plans for listed companies were intensively released. Under the guidance of normalized supervision, the profitability resilience of listed companies, and the continuous improvement of cash flow, the enthusiasm for A-share mid-term dividends continues to heat up. As of 22:50 on August 30, 856 A-share listed companies have disclosed their mid-term dividend plans for 2026, with the overall planned dividend scale reaching 716.6 billion yuan. According to industry insiders, the ecosystem of A-share listed companies with regular dividends, mid-term dividends, and high-proportion dividends continues to take shape, effectively giving back to the majority of small and medium-sized investors and institutional shareholders with stable operating results. (China Securities Journal)
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