业绩创新高、拟大手笔分红回购,美的集团A、H股均涨近7%

南方财经网
Mar 31

  南方财经3月31日电,美的集团A、H股纷纷大涨,盘中均涨近7%。与此同时,A股家电板块持续强势,海信视像涨超7%,晨丰科技热威股份老板电器德业股份等跟涨。港股多只家电股上涨,TCL电子海信家电海尔智家等上涨。

  消息面上,3月30日晚间,美的集团发布2025年年报,公司去年营收、净利创下新高。2025年,公司实现营业总收入4585亿元(人民币,下同),同比增长12.1%;归属于上市公司股东的净利润439.5亿元,同比上升14%。公司拟每10股派发现金红利38元,现金分红总额达286亿元,加上2025年中期分红的每10股派发5元,美的集团2025年全年的现金分红总额达324亿元。与此同时,美的集团董事会审议通过了最新的回购方案,拟回购资金总额不超过130亿元且不低于65亿元。

  华源证券表示,2026年坚持杠铃策略(红利+出海新产品),重点挖掘企业定价权提升的机会。建议关注三条主线:1)内销格局出清,效率提升,经营周期有望底部反转的公司:极米科技老板电器;2)出海重新定义产品的公司:极米科技九号公司石头科技科沃斯影石创新;3)保持成长的“质量红利”标的,低估值&高股息的公司:美的集团海尔智家海信家电

(文章来源:南方财经网)

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