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重生后我撩了皇叔:轻松获取海量影视资源,让你尽情追剧不停歇!
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重生后我撩了皇叔:轻松获取海量影视资源,让你尽情追剧不停歇!

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专题:市场缩量分化A股热点轮动或将延续

  新华财经和面包财经研究员梳理的信披数据显示,2025年一季度A股共有668家上市公司实施回购,回购金额合计达293.74亿元。

  其中,贵州茅台、京沪高铁等回购金额靠前。行业方面,医药生物、交通运输及电子行业的回购金额位居前。

  2025年一季度回购总额达293.74亿元

  按照公告披露日口径,2025年一季度A股共有668家上市公司实施回购,回购金额合计达293.74亿元。

  图1:近三年一季度A股回购金额

  具体来看,贵州茅台、京沪高铁等公司2025年一季度回购金额居前。

  贵州茅台一季度回购金额达到15.99亿元,位居首位。2025年3月,公司通过集中竞价交易方式累计回购股份260,500股,支付的金额为398,885,362.24元。截至2025年3月底,公司已累计回购股份1,082,700股,占公司总股本的比例为0.0862%,购买的最高价为1,584.06元/股、最低价为1,417.01元/股,已支付的总金额为1,598,768,542.16元(不含交易费用)。

  图2:贵州茅台回购公告

  京沪高铁一季度回购金额同样较高,合计回购1.73亿股,回购金额达到9.55亿元。根据公司4月7日公告,2025年3月,公司通过集中竞价方式累计回购股份125,187,600股,占公司总股本比例约为0.2549%,回购成交的最高价为5.40元/股,最低价为5.20元/股,支付的资金总额为692,955,887.58元(不含交易费用)。

  医药生物、交通运输、电子行业回购额居前

  行业方面,医药生物、交通运输、电子行业的回购金额位居前三。

  2025年一季度,医药生物行业实施回购公司数量、回购金额均居首,分别达87家、37.88亿元。其中,京新药业回购金额较大,一季度回购金额超4亿元。

  图3:2025年一季度实施回购金额居前的行业

  由于京沪高铁、辽港股份等公司的大额回购,交通运输行业一季度回购金额位居第二,达27.25亿元。

  电子设备行业上市公司一季度实施回购金额同样较多,包括顺络电子、工业富联在内等72家公司实施回购。

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