Financing should also increase holdings!
At the time of market shock, more and more listed companies join the team of repurchase to send a positive signal to the market. Among them, on March 11, Jiangsu Eastern Shenghong Co.Ltd(000301) ‘s announcement made the stock market boiling – the controlling shareholders and employees’ financing should also increase their holdings of the company’s shares!
financing offers a great way to increase holdings
On March 11, Jiangsu Eastern Shenghong Co.Ltd(000301) announced that some employees of Shenghong technology, the controlling shareholder of the company, and its affiliated enterprises (except listed companies and holding subsidiaries of listed companies) planned to increase their holdings of shares of listed companies through secondary market purchase.
It is worth noting that this shareholding increase is planned to be implemented through the establishment of special financial products, securities company margin trading, asset management / trust products and other ways permitted by laws and regulations. The ratio of financing funds to self raised funds shall not exceed 1:1, that is, the financing amount of financial institutions shall not exceed 1.63 billion yuan.
Source: company announcement
In fact, Jiangsu Eastern Shenghong Co.Ltd(000301) is only an epitome of the recent increase in shareholders’ holdings and repurchase of listed companies. According to the incomplete statistics of zhongzhengjun, since March 7, nearly 70 companies have issued announcements related to increased holdings and repurchase.
Taking March 11 as an example, in addition to Jiangsu Eastern Shenghong Co.Ltd(000301) , Cnfc Overseas Fisheries Co.Ltd(000798) also issued an announcement on increasing shareholders’ holdings.
Cnfc Overseas Fisheries Co.Ltd(000798) announced that the person acting in concert of the actual controller of the company spent money to increase the shares of the company. The announcement showed that Huanong assets, the person acting in concert of the actual controller of the company, planned to increase the shares of the company by 1% – 2%. On the same day, Huanong assets started to increase its holdings, with an increase of 3.0443 million shares on the same day, accounting for 0.59% of the total share capital of the company. Today Cnfc Overseas Fisheries Co.Ltd(000798) raised the limit to close at 7.54 yuan / share, with a transaction of 110 million yuan throughout the day.
In addition, many companies choose to buy back to enhance market confidence.
On March 11, several listed companies issued repurchase announcements.
Yonyou Network Technology Co.Ltd(600588) announced that the company plans to buy back shares with 600 million yuan to 1 billion yuan, and the repurchase price shall not exceed 32.4 yuan / share Chengdu M&S Electronics Technology Co.Ltd(688311) announced that it is planned to repurchase shares with 25 million yuan to 50 million yuan, and the repurchase price shall not exceed 70 yuan / share Hangzhou Onechance Tech Corp(300792) plans to buy back shares with 50 million yuan to 100 million yuan, and the repurchase price shall not exceed 50 yuan / share.
monthly business performance report of several listed companies
Announcing the good news of monthly operation is a method adopted by many listed companies to cheer up the market.
Since Kweichow Moutai Co.Ltd(600519) took the lead in disclosing the monthly operation data on March 7, nearly 60 listed companies have disclosed the monthly operation data so far, many of which released the monthly operation data for the first time in history.
On March 11, Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) , Zhejiang Jasan Holding Group Co.Ltd(603558) and other 11 companies disclosed the operating data and business development from January to February 2022, of which Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) achieved a total operating revenue of 5.3 billion yuan, an increase of 75% year-on-year; The net profit was 1.6 billion yuan, a year-on-year increase of 110% Zhejiang Jasan Holding Group Co.Ltd(603558) announced that the company achieved an operating revenue of about 355 million yuan, a year-on-year increase of 38%; The net profit attributable to the parent company was about 48 million yuan, a year-on-year increase of 136.69%.
In terms of business development, Camel Group Co.Ltd(601311) and other three companies issued announcements on the company’s operation. From January to February, Camel Group Co.Ltd(601311) continued to promote the implementation of strategy, maintained a steady development momentum of various major businesses, and the utilization rate of comprehensive capacity far exceeded that of the same period, with more than 10 million orders for batteries in hand Crrc Corporation Limited(601766) announcement: the company signed several contracts during the period from January to February, with a total amount of about 15.93 billion yuan Yunnan Copper Co.Ltd(000878) announcement: from January to February, the company achieved a total operating revenue of 14.199 billion yuan, a year-on-year increase of 13%; The net profit attributable to the shareholders of the listed company was 109 million yuan, a year-on-year increase of 489%.
communication “Big Mac” performance preview
At the time of the disclosure window of the annual report, on March 11, many companies, including the three major operators, released big surprises about their annual performance.
A-share China Mobile released a performance forecast. It is expected that the operating revenue in 2021 will be about 844877 billion yuan – 852558 billion yuan, the net profit attributable to the parent company will be about 114307 billion yuan – 116464 billion yuan, and the net profit deducted from non-profit will be about 107285 billion yuan – 109328 billion yuan. Mobile customers reached 957 million, a net increase of 14.97 million, of which 5g package customers reached 387 million, a net increase of 222 million.
China Telecom Corporation Limited(601728) expects net profit to increase by 23% – 25% year-on-year in 2021. By the end of 2021, China Telecom Corporation Limited(601728) mobile users will reach 372 million, 5g package user penetration will exceed 50%, and wired broadband users will reach nearly 170 million. After preliminary accounting, it is estimated that the operating revenue of the company in 2021 will increase by 10% – 12% year-on-year, and the net profit attributable to the parent company will increase by 23% – 25% year-on-year.
China United Network Communications Limited(600050) released the 2021 annual report. In 2021, the company achieved a net profit of 6.305 billion yuan, an increase of 14.2% year-on-year; It is proposed to pay a cash dividend of RMB 0.391 per 10 shares, totaling about RMB 1.192 billion to the shareholders of the company.
Meanwhile, the communication “Big Mac” disclosed the operation since 2022. China Mobile said that in 2022, the company achieved all-round improvement in customer value, enterprise value and shareholder value, and its business performance was excellent China Telecom Corporation Limited(601728) said that in 2022, the company fully implemented the “cloud to digital transformation” strategy, continued to change the mode of development and growth, and promoted innovative development, quality improvement and efficiency. From January to February, the company’s business performance continued to improve, and new achievements were made in high-quality development.
In addition, among the companies that disclosed the performance of 2021 on March 11, Zhe Jiang Dong Ri Limited Company(600113) won the “king of net profit growth” on that day with a year-on-year increase of 1763% in net profit.
Zhe Jiang Dong Ri Limited Company(600113) announcement shows that the company achieved an operating revenue of 645 million yuan in 2021, with a year-on-year increase of 18.64%; The net profit attributable to the parent company was 652 million yuan, a year-on-year increase of 1762.9%; The basic earnings per share is 1.59 yuan Zhe Jiang Dong Ri Limited Company(600113) said that the increase in operating revenue was mainly due to the increase in transaction fee income and distribution business of newly added snow capped bean products and its agricultural approval market within the consolidation scope in the reporting period. The substantial increase in net profit was mainly due to the collection of compensation receivable from Wenzhou Oriental lamps market, which belongs to the company, and included in the current profit and loss in 2021.
Qinghai Salt Lake Industry Co.Ltd(000792) , Anhui Jiangnan Chemical Industry Co.Ltd(002226) and other net profit growth exceeded 100%.
