According to statistics, a total of 86 stocks were lifted this week, with a market value of about 100.485 billion yuan. Among them, Wuxi Shangji Automation Co.Ltd(603185) will lift the ban on 171 million shares on December 28, accounting for 62.17% of the total share capital. The type of lifted shares is the restricted shares of the original shareholders. In addition, Inmyshow Digital Technology (Group) Co.Ltd(600556) will also lift the ban of 590 million shares, corresponding to a market value of 8.48 billion yuan. However, the large-scale lifting of the ban did not bring downward pressure on Inmyshow Digital Technology (Group) Co.Ltd(600556) share price, which still rose strongly on December 24.
Market analysts believe that in terms of high-quality individual stocks, shareholders cherish their chips and often will not sell easily after the lifting of the ban; For some equity investment institutions, it is possible to sell cash out after the lifting of the ban, especially when considerable floating profits have been obtained. The circulation of chips of high-quality companies to the secondary market can improve the liquidity of individual stocks and provide investment opportunities for value investors.
Lifting the ban market value ranking
Ranking of banned yield
Ranking of lifting proportion
Wuxi Shangji Automation Co.Ltd(603185) stock price correction before lifting the ban
In this week's list of lifting the ban, Wuxi Shangji Automation Co.Ltd(603185) has a large market value and proportion of lifting the ban. Wuxi Shangji Automation Co.Ltd(603185) the number of shares lifted this time exceeds 170 million, and the market value of the lifted shares is about 26.6 billion yuan, accounting for 62.17%. The type of lifted shares is the restricted shares of the original shareholders.
According to the data, Wuxi Shangji Automation Co.Ltd(603185) is a manufacturer of Cecep Solar Energy Co.Ltd(000591) silicon wafer special CNC grinding machine, special chamfering machine and cutting sawing machine. The stock hit a record high of 358.12 yuan / share at the beginning of September this year, and the current share price is 155.43 yuan / share.
Perhaps the large-scale lifting of the ban induced the advance adjustment of stock prices. Since December, Wuxi Shangji Automation Co.Ltd(603185) has been on the low side, and this week has dropped by about 14%.
According to the data, the company's lifting of the ban involves 11 shareholders, of which Yang Jianliang holds the largest number of shares. The number of shares lifted this time is 101.068 million shares, and the lifting market value is 15.709 billion yuan. Yang Jianliang is also one of the actual controllers of the company.
The investment manager of a state-owned financial institution believes that major shareholders tend to pay more attention to enterprise value, and the selling pressure expectation of lifting the ban is small, but it does not rule out the reduction and cash out due to the excessive increase of stock price.
On November 19, Wuxi Shangji Automation Co.Ltd(603185) announced a major procurement contract. Hongyuan new material, a wholly-owned subsidiary of the company, signed a 97500 ton polysilicon and granular silicon procurement contract with Jiangsu Zhongneng. The contract period is from 2022 to 2026, and the estimated procurement amount is 26.2275 billion yuan (including tax).
Zheshang Securities Co.Ltd(601878) believes that Wuxi Shangji Automation Co.Ltd(603185) has the characteristics of high growth, undervalued value and great potential. It is an important company in the 210mm large silicon wafer and granular silicon industry in the future. With the integrated business layout of "silicon wafer + granular silicon + nano silicon", it is expected that the net profit from 2021 to 2023 will be 2 billion, 4 billion and 6 billion yuan, with a year-on-year increase of 278%, 100% and 50%, maintaining the "buy" rating.
However, Zheshang Securities Co.Ltd(601878) also said that Wuxi Shangji Automation Co.Ltd(603185) may also face risks such as the deterioration of the competition pattern caused by the substantial expansion of production and the impact of the price rise of silicon on terminal demand.
Since December, northbound capital has been "sweeping" Wuxi Shangji Automation Co.Ltd(603185) all the way, and the number of shares has been increasing. The rise of its shareholding deviates from the decline of the company's share price.
the ban on the concept of meta universe
The yuan universe concept leader Inmyshow Digital Technology (Group) Co.Ltd(600556) will be lifted on December 31, with a lifting proportion of 32.68%, and the floating profits of restricted shareholders are considerable. According to the data, Inmyshow Digital Technology (Group) Co.Ltd(600556) will lift the ban of 590 million shares, corresponding to the market value of 8.48 billion yuan, and the yield of lifting the ban is 380.07%. However, Inmyshow Digital Technology (Group) Co.Ltd(600556) shares still rose strongly on December 24.
According to the data, Inmyshow Digital Technology (Group) Co.Ltd(600556) is a platform enterprise based on Hongren new economy, serving Hongren (content entrepreneurs), MCN (Hongren brokerage company), brand merchants and small and medium-sized merchants, and is committed to the new infrastructure construction of decentralized Hongren new economy driven by technology.
Most of the restricted shareholders lifted this time are private equity institutions. Institutions with a large number of shares lifted include Chengmai Xinsheng investment management center, Shenzhen Malong Jinshi investment management center, Xiamen Saifu equity investment partnership and Jiaxing Tengyuan investment partnership.
A private placement person believes that "investment" shareholders with low shareholding ratio may have cash out impulse after lifting the ban, but they should also be considered in combination with the company's performance, growth and market expectations.
There are also views that under the background of the continuous popularity of the concept of meta universe, even in the face of the pressure of lifting the ban, the companies on the tuyere can still obtain some funds. For example, the stock price performance of Inmyshow Digital Technology (Group) Co.Ltd(600556) should depend on the development of the "Rainbow universe" of the company's layout.
Inmyshow Digital Technology (Group) Co.Ltd(600556) announced on November 18 that the company has not participated in the R & D of AR, VR, Mr and related hardware technologies, and has no relevant hardware technology reserves or patents. At present, the "Rainbow universe" products have not been connected to the above hardware technologies. "Rainbow universe" as an experimental product has great uncertainty.
Citic Securities Company Limited(600030) believes that there is still a long time to develop from the ultimate metauniverse, and there are many uncertainties. However, as a possible digital survival mode of mankind in the future, the meta universe may have a far-reaching impact on social development.
(Shanghai Securities News)
