【中期现金分红公司数量再创历史新高】随着2026年半年报披露收官,A股上市公司中期利润分配方案基本落定,其中现金分红情况备受关注。Wind数据显示,今年中期拟进行现金分红的A股公司达867家,中期现金分红公司数量再创历史新高。A股公司近年的中期现金分红走过了一条由少到多的演进路径:2022年,仅有百余家上市公司进行中期现金分红;2023年增至超过180家;2024年进一步“井喷”,增至700家以上;2025年进一步增至800家以上,达到852家;2026年达到867家,创出历史新高。从中期现金分红金额合计规模上看,2026年中期拟现金分红总额合计超过7000亿元,与上一年中期大体持平,处于近年来的高位。从规模结构看,2026年中期分红呈现“龙头引领、行业集中”的显著特征。石油石化、银行、通信、非银金融等行业成为分红主力,合计分红金额占比超六成。大额分红高度集中于现金流充沛的央国企与行业龙头企业。
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