Data show that this week (February 21-25), the number of restricted shares listed in Shanghai and Shenzhen stock markets totaled 8.602 billion shares, with a market value of about 78.550 billion yuan.
The top three in the market value of lifting the ban are Huaibei Mining Holdings Co.Ltd(600985) (20.186 billion yuan), Boe Technology Group Co.Ltd(000725) (14.397 billion yuan) and Baic Bluepark New Energy Technology Co.Ltd(600733) (11.264 billion yuan). In terms of the rate of return on lifting the ban, Thinkon Semiconductor Jinzhou Corp(688233) , Chengdu Rml Technology Co.Ltd(301050) the rate of return on lifting the ban exceeds 200%, and Beijing Roborock Technology Co.Ltd(688169) the rate of return on lifting the ban exceeds 180%. In terms of the proportion of lifting the ban, Wpg (Shanghai) Smart Water Public Co.Ltd(603956) (79.37%) and Huaibei Mining Holdings Co.Ltd(600985) (61.36%) exceeded 60%.
In terms of time rhythm, Huaibei Mining Holdings Co.Ltd(600985) , Boe Technology Group Co.Ltd(000725) , China Telecom Corporation Limited(601728) are concentrated on the lifting of the ban today (February 21). The number of shares lifted by the three companies exceeds 5 billion, corresponding to the lifting of the ban market value of nearly 40 billion yuan.
Huaibei Mining Holdings Co.Ltd(600985) rose sharply on the eve of lifting the ban
This week lifted the ban on stocks with the largest market value of Huaibei Mining Holdings Co.Ltd(600985) .
On February 21, Huaibei Mining Holdings Co.Ltd(600985) will lift the ban of 1.522 billion shares, with a corresponding market value of about 20.186 billion yuan, more than a quarter of the total market value of the lifting of the ban in that week. The type of lifting the ban is private placement of Placement Shares . The lifting shareholder of this time is Huaibei Mining Holdings Co.Ltd(600985) (Group) Co., Ltd., which is also the controlling shareholder of Huaibei Mining Holdings Co.Ltd(600985) .
With the lifting of the ban approaching, Huaibei Mining Holdings Co.Ltd(600985) shares rose 7.46% on Friday.
For the coal sector, Haitong Securities Company Limited(600837) said that the “steady growth” policy has been gradually strengthened, the demand toughness has been strengthened, and the logic of high-level operation of the coal price center remains unchanged. It continues to be optimistic about the opportunity of “moving up the performance center + improving the valuation” of the sector.
On February 19, Huaibei Mining Holdings Co.Ltd(600985) also announced a positive: the holding subsidiary Inner Mongolia Eerduosi Resources Co.Ltd(600295) Chengda Mining Co., Ltd. received the reply of the national development and Reform Commission on the approval of taohutu coal mine project in nalinhe mining area, Inner Mongolia.
Minsheng securities estimated that according to the announcement of the company on September 17, 2021, the company’s 3 million T / a Xinhu coal mine was officially put into operation, and the company’s capacity in property rights and interests increased by about 2.04 million T / A. It is expected that the mine can continue to contribute to the output increment in 2022. The approval of taohutu mine means that the equity production capacity of the company is expected to increase by 4.19 million tons / year.
On February 18, northbound capital increased its holdings of 3.45 million shares in Huaibei Mining Holdings Co.Ltd(600985) .
“panel brother” achieved a record high performance last year
On February 21, “panel brother” Boe Technology Group Co.Ltd(000725) will lift the ban on 2.932 billion shares, with a corresponding market value of about 14.397 billion yuan.
According to the announcement disclosed by Boe Technology Group Co.Ltd(000725) , 19 shareholders including Wuhan industrial investment and Development Group Co., Ltd., JPMorgan and Huabao Securities Co., Ltd. applied for lifting the restrictions.
Recently, Boe Technology Group Co.Ltd(000725) released the performance forecast for 2021, with a high increase in the annual performance. It is expected to achieve a revenue of 215 billion to 220 billion yuan, an increase of 59% to 62%; The net profit increased by 26.6% to 41.6 billion yuan.
In order to stabilize the stock price, Boe Technology Group Co.Ltd(000725) made a large repurchase. As of January 31, 2022, the company has repurchased 491 million A-Shares through the special securities account for repurchase, accounting for about 1.31% of the company’s a shares, and the total amount paid is about 2.577 billion yuan (excluding commissions and other fixed expenses).
lifting the ban is coming China Telecom Corporation Limited(601728) major shareholders increase their holdings of
On February 21, China Telecom Corporation Limited(601728) 986 million shares were facing the lifting of the ban, with a market value of about 4.201 billion yuan. The type of lifting the ban was the initial offline placement of shares.
Previously, on January 27, China Telecom Corporation Limited(601728) announced that the controlling shareholder China Telecom Corporation Limited(601728) Group Co., Ltd. (hereinafter referred to as ” China Telecom Corporation Limited(601728) group”) planned to take measures to stabilize the stock price by increasing its holdings of A-Shares of the company. China Telecom Corporation Limited(601728) the group plans to increase its A-share holdings within 12 months from January 28, 2022, with an amount of no less than 500 million yuan. There is no price range for this increase, and the capital source of the increase is its own capital.
According to the announcement at that time, from December 22, 2021 to January 19, 2022, the closing price of the company’s shares has been lower than the adjusted net asset value per share for 20 consecutive trading days, which has triggered the starting conditions of measures to stabilize the stock price.
Recently, the project of “counting from the east to the west” was fully launched. China Telecom Corporation Limited(601728) said that according to the layout requirements of the national integrated big data center, the company will continue to increase the construction of data centers at national hub nodes. It is expected that the scale of data centers at the eight hub nodes at the end of the 14th five year plan will account for 85%. At the same time, we will further optimize the proportion of data centers in the East and West, so that the data center will be adjusted from the current 7:3 to 6:4 at the end of the 14th five year plan.
Guolian Securities Co.Ltd(601456) believes that the development goals of gigabit network, IDC computing power and industrial digitization set in the “14th five year plan” for the development of information and communication industry provide growth space for the traditional and emerging businesses of the operator industry. While confirming the inflection point of the operator industry, it is expected to enter a new round of growth cycle. China Telecom Corporation Limited(601728) relying on the high-quality backbone network and IDC resources, Tianyi cloud maintains the first public cloud in China’s operator industry. The advantages of cloud network resources enable the company to have better growth in the field of industrial digitization.
