The China Association for Listed Companies said in its Aug. 31 2026 half‑year operating report that, excluding suspended plans, 1,051 listed firms disclosed 2026 buyback proposals totaling more than 220bn yuan. Buybacks funded from firms’ own cash account for 39% of planned amounts and the market‑wide buyback completion rate is 34%. Market‑value‑management repurchases have risen, with planned amounts above 100bn yuan and complementing incentive‑linked buybacks. Separately, 273 companies disclose

2026-09-01

The China Association for Listed Companies said in its Aug. 31 2026 half‑year operating report that, excluding suspended plans, 1,051 listed firms disclosed 2026 buyback proposals totaling more than 220bn yuan. Buybacks funded from firms’ own cash account for 39% of planned amounts and the market‑wide buyback completion rate is 34%. Market‑value‑management repurchases have risen, with planned amounts above 100bn yuan and complementing incentive‑linked buybacks. Separately, 273 companies disclosed 2026 share‑purchase plans; state capital platforms China Guoxin and China Chengtong have cumulatively increased A‑share holdings by over 60bn yuan year‑to‑date.

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2026-09-01

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2026-08-31

标普500指数大约一个月前就已经走出了夏季抛售行情,重新开始刷新纪录高点。而纳斯达克100指数仍在为这波夏季行情“算账”。虽然目前尚未弥补的差距并不大,但它所揭示的市场信息却不容小觑。截至上周收盘,这一科技股基准指数仍比6月2日创下的纪录高点低4%,成为美国主要股指中最后一个尚未回升至纪录高点的指数。纳指100之所以落后,很大程度上源于持续了10个月的市场分化。这种分化已经重新排列了市场中的领涨者与落后者,也改变了究竟由谁来决定这种强弱格局。 ①去年10月29日,纳指100触及阶段高点后进入调整,开始掉队。 ②到12月中旬,标普500指数已经重新回到不断刷新纪录高点的走势,而纳指100在今年1月底却与其纪录高点失之交臂。 ③随后春季的抛售行情掩盖了两者之间的分歧,两大指数同步下跌、同步触底,并仅相隔一天完成各自的回升过程。 ④6月的芯片股暴跌成为两大指数走势开始明显不同步的分水岭。当时,标普500指数表现相对稳定,而纳指100则明显承压。 ⑤市场对两者分化的讨论和分析可能从那时开始,但这种状态实际上已经持续了10个月。