[the highest number] the shareholding increase plan of shareholders, directors and supervisors of listed companies usually represents their optimism about the future development of the company and has a certain impact on the decision-making of investors. In fact, the year of the ox is not very bull. According to the statistics of the securities times and databao, the Shanghai stock index fell by more than 8% in the year of the ox, and the Shanghai and Shenzhen 300 index fell by more than 21%. The industry sector also fell more or less, with 13 Shenwan level industries rising and 18 falling. How can I get there in the year of the tiger? Let’s take a look at the situation that the major shareholders of the year of the ox vigorously increased their holdings of individual stocks.
13 shares of the year of the ox were increased by shareholders by more than 1 billion yuan
According to the statistics of data treasure, in terms of the increase amount, the largest net increase amount of shareholders in the year of the ox is Yonghui Superstores Co.Ltd(601933) , with a net increase of more than 500 million shares and a net increase of more than 3.5 billion yuan. According to the shareholding increase announcement, Mr. Zhang xuansong is based on his confidence in the future sustainable development of the company and his recognition of the long-term investment value of the company, as well as the consideration of maintaining the stability of the company’s share price and the legitimate rights and interests of all shareholders of the company.
Followed by Tongwei Co.Ltd(600438) , with a net increase of 76.5 million shares and an increase of nearly 2.7 billion yuan. The overweight party is the employee stock ownership platform. In addition, Skshu Paint Co.Ltd(603737) , Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , China Mobile and other individual shareholders’ net holdings exceeded 1 billion yuan. In the year of the ox, shareholders increased their net holdings of individual shares by more than 100 million yuan, a total of nearly 100. In terms of industry, shareholders’ net holdings of more than 100 million shares were mainly concentrated in pharmaceutical and biological, transportation, real estate and other industries, including 8 shares, 7 shares and 6 shares respectively.
In terms of the proportion of net increased shares in circulating a shares, Hangzhou Wensli Silk Culture Co.Ltd(301066) and Anji Foodstuff Co.Ltd(603696) two individual shareholders, Niunian net increased shares, accounted for more than 20% of circulating shares. Among them, Hangzhou Wensli Silk Culture Co.Ltd(301066) shareholders’ net additional shares accounted for nearly 25%. It is worth mentioning that the stock was listed for only 13 trading days. On October 15 last year, Lin Xiang announced that he held 5.28% of the total share capital of the company and completed the first placard. It is disclosed that in September, Lin Xiang bought Hangzhou Wensli Silk Culture Co.Ltd(301066) 666 million shares, accounting for 4.95% of the total share capital. In October, Lin Xiang bought 450000 shares again, the number of shares increased to 7.11 million, and the shareholding ratio increased to 5.28%. Based on the transaction price range, Lin Xiang spent about 150 million yuan to raise the card.
6 shareholders increased their holdings by more than 30%
As “insiders” of listed companies, important shareholders have a relatively better understanding of the company’s operation and other aspects, reflecting their confidence in the company’s future development. However, the market is often full of uncertainty. Even if major shareholders increase their holdings on a large scale, they may be trapped. Data treasure statistics show that according to the latest price and the average price of net increase of shareholders, among the net increase of more than 100 million yuan of shares held by shareholders in the year of the ox, Dalian Sunasia Tourism Holding Co.Ltd(600593) , Yonghui Superstores Co.Ltd(601933) , Dalian My Gym Education Technology Co.Ltd(002621) , China Pacific Insurance (Group) Co.Ltd(601601) and other shares are discounted by more than 30%.
Dabaima China Pacific Insurance (Group) Co.Ltd(601601) obtained an additional 31.2676 million shares held by Shanghai state owned Assets Management Co., Ltd., with an additional amount of nearly 1.3 billion yuan. The latest price of the stock is less than 27 yuan, and the additional shares held by Shanghai state-owned assets are covered by more than 35%.
the performance of multiple jacketed stocks is expected to increase significantly
In terms of performance, the net profit of several stocks among the shareholders’ increased holdings of jacketed shares is expected to double last year. Among them, Cosco Shipping Holdings Co.Ltd(601919) is expected to have a net profit of about 89.3 billion yuan in 2021, an increase of about 8 times year-on-year. The growth of the company’s performance is mainly due to the rise in the price of centralized transportation. According to the company’s announcement, during the reporting period, the average value of China’s export container freight rate composite index (CCFI) was 2615.54 points, with a year-on-year increase of 165.69%.
In terms of other stocks, Inner Mongolia Baotou Steel Union Co.Ltd(600010) , Chengdu Kanghong Pharmaceutical Group Co.Ltd(002773) , China Shipbuilding Industry Company Limited(601989) and other stocks are expected to double their net profit last year. Shanghai Milkground Food Tech Co.Ltd(600882) it is expected to realize the net profit attributable to the parent company of 140-180 million yuan, with a year-on-year increase of 136.26% – 203.76%; The net profit deducted from non parent company was 120-160 million yuan, with a year-on-year increase of 169.24% – 258.99%. As of the last trading day of the year of the ox, Inner Mongolia Mengniu had increased its holdings of 7.8538 million shares, accounting for 1.52% of the total share capital of the company. Since then, Mengniu has increased its holdings of Shanghai Milkground Food Tech Co.Ltd(600882) by more than 1 billion yuan in the whole year of the ox.
