江西赣能股份有限公司发布2025年度利润分配预案，现金分红大幅提升

摘要

江西赣能股份有限公司（证券代码：000899，证券简称：赣能股份）于2026年4月18日发布了2025年度利润分配预案公告。公司董事会全体成员确认公告内容真实、准确、完整。此次分红方案显示，公司将大幅提升现金分红比例，充分保护股东权益，彰显公司盈利能力及对投资者的回报承诺。

利润分配方案要点

• 2025年度每股派发现金红利0.567元（含税），以总股本975,677,760股为基准。
• 总计派发现金红利约5.53亿元（553,209,289.92元，含税），不送红股，不以公积金转增股本。
• 此次现金分红总额占归属于上市公司股东净利润的54.96%，分红力度显著增强。
• 若公司总股本在权益分派登记日前发生变动，分配总额保持不变，每股分配比例将做相应调整并另行公告。
• 2025年度未实施季度或中期分红，2025年度公司未进行股份回购。

财务及分红背景

• 2025年度经审计营业收入达73.98亿元，归属于上市公司股东净利润为10.07亿元。
• 母公司实现净利润9.12亿元，提取法定盈余公积金9124万元，2024年度现金分红3.22亿元。
• 2025年初未分配利润17.95亿元，截至2025年末可供分配利润22.94亿元。
• 近三年（2023-2025年）累计现金分红总额达10.22亿元，占近三年年均净利润的138.79%。
• 2024、2025年度合计金融资产占总资产比例分别为0.39%、0.37%，公司投资风险较低，保障股东利益。

对股东及投资者的重要影响

• 分红金额大幅提升，2025年度现金分红总额远高于往年（2024年为3.22亿元，2023年为1.47亿元），显示公司盈利能力提升及对投资者的回报承诺。
• 不触及风险警示：分红比例和金额均未触及《深圳证券交易所股票上市规则》第9.8.1条规定的风险警示情形，表明公司经营稳健、财务健康。
• 分红预案尚需2025年年度股东大会审议通过后方可实施，投资者需关注后续进展。
• 分红方案符合《公司法》《企业会计准则》《上市公司监管指引第3号》《公司章程》及《未来三年股东回报规划（2023-2025年）》规定，分红水平与行业平均无重大差异。

潜在市场影响与投资者关注点

• 现金分红比例大幅提升，或将增强市场对公司盈利能力及股东回报的预期，提升投资者信心。
• 分红方案若顺利通过，有望成为公司股价上涨的催化剂，吸引长期投资者。
• 投资者需关注股东大会审议结果及后续公告，分红实施的具体时间和最终方案。

风险提示

本次利润分配预案尚需提交公司2025年年度股东会审议通过后方可实施，存在一定不确定性。投资者需注意相关风险，密切关注公司后续公告。

结论

江西赣能股份有限公司2025年度利润分配预案体现公司盈利能力显著提升及强烈的股东回报意愿，分红总额和比例均创历史新高，分红方案若获股东大会通过，预计将对公司股价产生积极影响。

免责声明：本文基于江西赣能股份有限公司官方公告整理，信息仅供参考，不构成投资建议。投资者应根据自身风险承受能力谨慎决策。

Jiangxi Ganneng Co., Ltd. Announces Significant Increase in 2025 Dividend Proposal

Summary

Jiangxi Ganneng Co., Ltd. (Stock Code: 000899, Stock Abbreviation: Ganneng Shares) announced its 2025 dividend proposal on April 18, 2026. The board confirms the information is truthful and complete. The proposal reveals a substantial increase in cash dividend payout, reflecting strong profitability and commitment to investor returns.

Key Dividend Details

• Cash dividend of RMB 0.567 per share (tax included), based on total shares of 975,677,760.
• Total cash dividend payout of approximately RMB 553 million (tax included), no bonus shares or capital reserve transfer.
• Cash dividend payout equals 54.96% of net profit attributable to shareholders, a marked increase in payout ratio.
• If total shares change before the rights distribution date, total payout remains unchanged; per-share payout will be adjusted and announced.
• No interim or quarterly dividends in 2025; no share buybacks conducted.

Financial and Dividend Background

• 2025 audited revenue: RMB 7.398 billion; net profit attributable to shareholders: RMB 1.007 billion.
• Parent company net profit: RMB 912 million; statutory reserve: RMB 91.24 million; 2024 dividend: RMB 322 million.
• Beginning 2025 undistributed profit: RMB 1.795 billion; end-of-2025 distributable profit: RMB 2.294 billion.
• Three-year cumulative dividend payout (2023–2025): RMB 1.022 billion, 138.79% of average net profit over three years.
• Financial assets account for only 0.39% (2024) and 0.37% (2025) of total assets, indicating low investment risk.

Critical Shareholder Information & Price Sensitivity

• Substantial dividend increase: 2025 payout far exceeds previous years, signaling improved profitability and shareholder commitment.
• No risk warning triggered: The payout does not trigger Shenzhen Stock Exchange Rule 9.8.1 risk alert, indicating stable operations and financial health.
• Proposal awaits approval at the 2025 AGM; investors must watch for outcome and subsequent announcements.
• Dividend plan complies with Company Law, Accounting Standards, Regulatory Guidelines, Articles of Association, and Three-Year Return Plan; payout is in line with industry averages.

Potential Market Impact & Investor Focus

• Substantial dividend increase may boost market confidence and investor expectations, potentially driving share price up.
• If approved, the dividend could attract long-term investors and act as a price catalyst.
• Investors should monitor AGM results and subsequent announcements for details and timing.

Risk Warning

The dividend proposal is subject to approval at the 2025 AGM; there is uncertainty. Investors should pay attention to related risks and follow future updates.

Conclusion

Jiangxi Ganneng’s 2025 dividend proposal demonstrates strong profit growth and commitment to shareholder returns, with record-high payout and ratio. If approved, the plan is likely to positively impact share price.

Disclaimer: This article is based on official disclosures from Jiangxi Ganneng Co., Ltd. and is for informational purposes only. It does not constitute investment advice. Investors should make decisions based on their own risk tolerance.

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