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the mid-term dividend trend continues, with the “big three oil companies” making large dividend payments.

nvidia's revenue forecasts fell short of the high end of the range

after the market closed, the stock fell 8%

after the market close on august 28, eastern time,nvidiathe company released its second quarter financial report, achieving revenue of $30 billion, a year-on-year increase of 122.11%, and the expected $28.61 billion; net profit of $16.599 billion, a year-on-year increase of 168.24%, and the expected $14.64 billion. the second quarter financial report results all exceeded expectations.

the company also released its third-quarter earnings outlook in its financial report, predicting third-quarter revenue of $32.5 billion, with a fluctuation of plus or minus 2%. the market expectation was $31.9 billion.

it is worth noting that although analysts on average expected third-quarter revenue to be $31.9 billion, the highest expectation was $37.9 billion, and the company's performance outlook fell short of analysts' highest expectations.

affected by this,nvidiait fell by more than 8% after the market closed, and the latest after-market decline is still more than 6%.

before the release of the second quarter financial report,nvidiathe year-on-year growth rate of operating income has exceeded 100% for four consecutive quarters. previously, many institutions were optimistic about nvidia's financial report. keybanc, citi, goldman sachs, and hsbc all expressed their optimism about nvidia's financial report and expected it to announce performance that exceeded expectations.

previously, huafu securities stated in a research report that upstream and downstream companies in the industry chain have recently made optimistic outlooks on ai computing power demand at earnings conferences. combined with the industry chain's research information on blackwell delays, the brokerage firm believes that nvidia will still give optimistic guidance at the earnings conference call held on august 28, and recommends paying attention to the catalysis brought by the relevant guidance to the a-share computing power sector.

regarding the nvidia blackwell platform, which the market is most concerned about, nvidia stated in its financial report that blackwell's capacity expansion plan will start in the fourth quarter and continue until fiscal year 2026. it is expected that blackwell's revenue will reach billions of dollars in the fourth quarter of fiscal year 2025. however, the company also stated in its financial report thatgross margin in the second quarter of fiscal 2025 was impacted by lower pass rates at blackwell, and these impacts are likely to persist going forward.

interim dividends exceeding 10 billion yuan

the number of listed companies reached 6

according to statistics from securities times databao, as of now, a total of 493 listed companies have released interim dividend plans or shareholder proposals, of which 456 listed companies have disclosed the amount of interim dividend plans, totaling 631.253 billion yuan.the "big three oil companies" are distributing dividends generously. petrochina, cnooc and sinopec plan to pay dividends of 40.265 billion yuan, 32.139 billion yuan and 17.768 billion yuan respectively. among them, the interim dividend amounts of petrochina and cnooc hit record highs.

china national offshore oil corporationthe semi-annual report released yesterday evening showed that the company achieved operating income of 226.77 billion yuan in the first half of the year, an increase of 18.07% year-on-year; and achieved a net profit attributable to the parent company of 79.731 billion yuan, an increase of 25.05% year-on-year. the company stated in the semi-annual report that in the first half of the year, facing a complex and changing external environment, the company focused on high-quality development, vigorously implemented the implementation of increasing reserves and production, firmly adhered to the development of scientific and technological innovation, promoted the integration of new energy, and insisted on improving quality, reducing costs and increasing efficiency. the production and operation performance has reached the best level in the same period in history.

the company's interim dividend distribution plan announcement shows that it plans to distribute an interim dividend of hk$0.74 per share (tax inclusive) to all shareholders, a record high for the same period in history. in the previous announcement of the "quality improvement, efficiency enhancement and return focus" action plan, the company stated that it will maintain the continuity and stability of the company's shareholder return policy based on a comprehensive consideration of the company's future earnings, capital requirements, financial status, future prospects and other factors that the board of directors deems relevant, and provide shareholders with competitive dividend returns.

previously,china national petroleum corporation, china petrochemical corporationthe semi-annual report and dividend plan have been released respectively, and the net profit attributable to the parent company has increased.

china national petroleum corporationwang hua, cfo and secretary of the board of directors, stated at the semi-annual performance briefing that since its listing, the company has always paid dividends of no less than 45% of the net profit attributable to the parent company's shareholders. in recent years, as the company's profitability has continued to improve, the dividend amount has also set new highs. the company's stable and sustainable dividend policy makes the company's stock have a higher predictability of investment returns.

in the first half of the year, the growth of the world economy led to a rebound in crude oil demand. geopolitical factors and opec's production cuts led to tight supply and international oil prices rose. the average spot price of brent crude oil was us$84.06 per barrel, up 5.5% from us$79.66 per barrel in the same period last year; the average spot price of us west texas intermediate crude oil was us$78.95 per barrel, up 5.6% from us$74.76 per barrel in the same period last year.

in addition to the "three oil companies", other listed companies with a total cash dividend of 10 billion yuan in the first half of the year include:ping an, china telecom, bank of communications。ping an of chinait is planned to pay a cash dividend of rmb 0.93 per share (including tax), with a total dividend of rmb 16.84 billion, which is the same as the historical high.

total cash dividends for 25 shares

exceeds current net profit

according to databao statistics, the semi-annual dividend payout ratio of 25 stocks exceeded 100%, which means that the total dividend amount exceeded the current net profit attributable to the parent company.liandi information, dian diagnostics, st shilongthe dividend payout ratios ranked first, at 2535.25%, 554.06% and 466.11% respectively.

in terms of total dividends, among the stocks with a dividend payout ratio exceeding 100%, 10 stocks have a total dividend of more than 100 million yuan.oriental rainbowthe total amount of dividends ranked first, reaching 1.462 billion yuan;guangri holdings, mulinsen, gaoneng environmentfollowing closely behind were 655 million yuan, 534 million yuan and 503 million yuan respectively.

oriental rainbowthe semi-annual report stated that based on the company's core philosophy of stable operation and its firm confidence in the company's future development, after comprehensive consideration of shareholder returns, the company's cash flow and capital needs, it plans to pay a cash dividend of 6 yuan (including tax) per 10 shares to all shareholders, with a total cash dividend of 1.462 billion yuan; the company's net profit attributable to shareholders in the first half of the year was 943 million yuan, and the dividend payout ratio reached 154.97%.