
一 | The U.S. and Qatar have reached an agreement to prevent Iran from accessing $6 billion recently unfrozen as part of a prisoner swap, the deputy treasury secretary told lawmakers on Thursday, sources confirmed to ABC News.Deputy Secretary Wally Adeyemo told House Democrats in a closed-door briefing that the money "isn't going anywhere anytime soon," sources said.The agreement comes as the U.S. is scrutinizing Iran's role in backing Hamas, the terrorist group behind the unprecedented attacks on Israel over the weekend. Though the Biden administration said there's been no evidence that Iran played a direct role in the assault, the White House has said Iran is complicit given its decades of support for Hamas.The administration has faced calls from lawmakers on both sides of the aisle to re-freeze the funds in the wake of the violent conflict.The $6 billion in Iranian oil revenue was freed up last month as part of the U.S.-Iranian prisoner swap in which five American citizens were freed. It was made available solely for humanitarian purposes and is under strict U.S. oversight.The White House on Thursday repeatedly stressed that Iran has not yet tapped this humanitarian fund."Every single dime of that money is still sitting in the Qatari bank. ... Not one dime of it has been spent," National Security Council spokesman John Kirby told reporters.But Kirby went to great lengths not to comment publicly on this new understanding to prevent Iran from tapping these funds.ABC News Chief White House Correspondent Mary Bruce pressed Kirby about whether Iran could access the money if it wanted to."What I can tell you is none of it has been accessed and we are watching every dime as you would expect we would," he responded. "We're watching it very, very closely. ... We have oversight over -- over what can be assessed and for what purposes."Asked whether he didn't want to discuss the matter because of concerns that it would imply Iran's culpability, Kirby again stressed, "All I can tell you is we haven't seen any specific evidence that Iran was involved specifically with these attacks, but as we've said, broadly, yes, they're certainly complicit."Peppered with questions on the funds repeatedly during the press briefing, one reporter finally asked: "On the $6 billion, I'm trying to figure out if you' re saying that policy hasn't actually changed in any way or just that you aren't willing to talk about changes that may have happened in the last 24 hours?""Bingo! It's the last one," Kirby exclaimed.Secretary of State Antony Blinken, who visited Israel on Thursday in a show of support, also stressed the $6 billion fun could only be dispensed for humanitarian goods, medicine, medical equipment, and has "never touched Iranian hands.""We have strict oversight of the funds and we retain the right to freeze them," Blinken said.。 超450家A股上市公司,合计分红超2300亿;中国移动、中国平安、中国电信、中国石化、紫金矿业均超百亿,30余家超10亿 A股半年报披露进入收官阶段,上市公司中期分红方案成为投资者关注的焦点之一。仅24日晚间,便有115家上市公司发布中期利润分配方案或实施公告。 据中新经纬统计,截至25日发稿,超过450家A股公司公布了中期分红方案,合计分红金额超2300亿元。其中,已经有30余家上市公司实施完毕。 中国移动分红金额暂列第一 30余家公司中期派息超10亿 从分红总额来看,中国移动、中国平安、中国电信、中国石化、紫金矿业的中期分红总额超百亿元。据Wind数据统计,2026年中期分红金额超10亿元的公司共计有31家。 中国移动日前公告显示,公司充分考虑盈利能力、现金流状况及未来发展需要,决定2026年中期派息每股2.51元人民币(含税),同比增长0.3%,合计将派发中期股息544.26亿元。这一金额也让中国移动暂列上市公司中期分红首位。 2026年上半年,中国移动归母净利润达789.34亿元,据此计算,中期分红金额占当期归母净利润的比例超68%。 排名第二的是中国平安。

二 | 根据8月20日公告,截至2026年6月30日,中国平安可供股东分配利润为1194.24亿元人民币。经董事会决议,中国平安派发2026年中期现金股息每股0.98元(含税),预计派发总额为177.45亿元。

三 | 此外,中国电信拟派发146.96亿元,中国石化拟派发126.89亿元。紫金矿业中期分红111亿元,已于8月21日实施完毕。 值得注意的是,紫金矿业中期分红是以2026年一季报为编制基础,该季度合并报表归属于母公司股东净利润为200.79亿元,母公司期末未分配利润为185.92亿元。据公告介绍,为让广大投资者尽早分享公司经营发展成果,公司本次中期利润分配时点较以往大幅提前。 中信证券、宁德时代、国泰海通、海康威视四家上市公司中期分红金额超50亿元。其中,宁德时代中期分红61.80亿元和海康威视中期分红50.41亿元已于近日实施完毕。 中期拟分红金额超过30亿元的有平安银行(48.32亿元)、中国中车(31.57亿元)、恒逸石化(30.96亿元)、宝丰能源(30.55亿元)、南山铝业(30.43亿元)等多家上市公司。

四 | 从每股派现金额来看,吉比特以每股派发现金红利10元位居榜首,较去年同期的每股6.6元进一步提升,合计派发现金红利预计为7.18亿元,占2026年上半年归属于上市公司股东净利润的65.74%。 160余家上市公司股息率超过5% 据Wind数据,按8月24日收盘价计算,目前A股共有 167家 上市公司股息率(TTM)超过5%。股息率最高的是荣晟环保(14.17%),其次是南山铝业(13.74%)和达仁堂(13.41%)。

五 | 股息率高的企业中不乏蓝筹股,如格力电器(7.23%)、五粮液(7.21%)、美的集团(4.90%)、招商银行(5.09%)、中国建筑(6.15%)、双汇发展(5.71%)、伊利股份(5.34%)等。

六 | 按行业来看,高股息率公司主要集中在银行、公用事业/能源、家电、食品饮料等行业。 从券商研报来看,多家券商均将“高股息”作为个股或行业推荐重要原因之一。华泰证券近期发布的研报指出,7月以来,高股息资产迎来阶段性修复,核心驱动在于资金再平衡。 上述研报指出,进入7月,获利资金兑现以及高位板块波动增大,共同推动资金由高弹性成长向低估值价值板块回流;持仓中报披露后,机构投资者逐步对前期偏离较大的组合进行再平衡。成长板块权重快速提升后,组合波动与行业集中度明显上升,部分资金出于控制回撤、锁定收益和降低风格暴露的考虑,增配低波动、低相关性的红利资产;中长期资金持续入市以及绝对收益资金降低组合波动的需求,为银行、公用事业等低波红利板块提供了增量支撑。 作者:罗琨 来源:“中新经纬”微信公众号。

七 |
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