A-share repurchase boom surging. According to the statistics of interface news reporters, in the past week (from March 14 to March 18), at least 30 listed companies have thrown out the latest repurchase plan
It is worth noting that on March 16, the Finance Committee of the State Council held a special meeting to study the current economic situation and capital market problems, and then the "one bank, two sessions" quickly implemented and studied the spirit of the meeting, in which the CSRC mentioned that "encourage listed companies to increase their holdings and repurchase and guide fund companies to purchase their own shares".
According to the repurchase information last week, as many as seven listed companies planned to repurchase on March 18, hoping to boost the share price. On March 17, five companies announced repurchase.
Among them, the petrochemical giant Rongsheng Petro Chemical Co.Ltd(002493) ( Rongsheng Petro Chemical Co.Ltd(002493) . SZ) is the most "heroic". On March 15, the company announced that it plans to use its own funds of no less than 1 billion yuan and no more than 2 billion yuan to repurchase shares for the conversion of corporate bonds issued by listed companies that can be converted into shares, and the repurchase price shall not exceed 22 yuan / share (including this number).
According to the annual performance express in 2021, Rongsheng Petro Chemical Co.Ltd(002493) 2021 achieved an operating revenue of 181535 billion yuan, an increase of 69.24% year-on-year; The net profit attributable to shareholders of listed companies was 12.843 billion yuan, a year-on-year increase of 75.72%. However, affected by factors such as the conflict between Russia and Ukraine, the company's share price has performed poorly recently. The data showed that the stock fell 22.43% in the past 20 trading days.
companies with a repurchase amount of 1 billion yuan also have Jiangsu Hengrui Medicine Co.Ltd(600276) ( Jiangsu Hengrui Medicine Co.Ltd(600276) . SH), Yonyou Network Technology Co.Ltd(600588) ( Yonyou Network Technology Co.Ltd(600588) . SH) and Tongkun Group Co.Ltd(601233) ( Tongkun Group Co.Ltd(601233) . SH), all of which are used for ESOP or equity incentive
Among them, Jiangsu Hengrui Medicine Co.Ltd(600276) plans to repurchase the company's shares at a price of no more than RMB 60.22 per share at no less than RMB 600 million and no more than RMB 1.2 billion at most Yonyou Network Technology Co.Ltd(600588) plans to repurchase shares at a price of no less than 600 million yuan and no more than 1 billion yuan.
Tongkun Group Co.Ltd(601233) in terms of repurchase, it is proposed to repurchase the company's shares at a price of no less than RMB 500 million and no more than RMB 1 billion, and the repurchase price shall not exceed RMB 25 / share. The purpose also includes the conversion of corporate bonds issued by listed companies that can be converted into shares.
In addition, China National Chemical Engineering Co.Ltd(601117) ( China National Chemical Engineering Co.Ltd(601117) . SH) can repurchase no more than 1% at most, and it is expected to use 400800 million yuan of funds Giant Network Group Co.Ltd(002558) ( Giant Network Group Co.Ltd(002558) . SZ) intends to use Changshu Guorui Technology Co.Ltd(300600) million yuan for repurchase, with the price not exceeding 15 yuan / share (inclusive) Walvax Biotechnology Co.Ltd(300142) ( Walvax Biotechnology Co.Ltd(300142) . SZ) announced that the net profit in 2021 was 428 million yuan, a year-on-year decrease of 57.36%; At the same time, it is proposed to repurchase 3-6 million shares at a price of no more than 420 million yuan, and the repurchase price shall not exceed 70 yuan / share.
Zhuzhou Kibing Group Co.Ltd(601636) ( Zhuzhou Kibing Group Co.Ltd(601636) . SH), whose share price has halved since August last year, is determined to boost "morale" this time. In addition to the repurchase of listed companies, the actual controllers also plan to spend a huge amount of money to increase their holdings.
Zhuzhou Kibing Group Co.Ltd(601636) announcement shows that the company plans to repurchase no less than 28 million shares (inclusive) and no more than 42 million shares (inclusive) for the implementation of employee stock ownership plan or equity incentive; The repurchase price shall not exceed 15.42 yuan / share, and the total repurchase fund shall not exceed 450 million yuan (including).
Zhuzhou Kibing Group Co.Ltd(601636) actual controller Yu Yong, acting in concert, plans to increase his holdings by no more than 350 million yuan, with a cumulative increase of 22 million to 33 million shares; The price ceiling of increased shares is also set at 15.42 yuan / share. It is disclosed that one of the important purposes of Yu Yong's shareholding increase is to jointly provide share sources for the promotion of Zhuzhou Kibing Group Co.Ltd(601636) business partner plan and reserve share sources for the systematic implementation of the company's long-term incentive mechanism.
In addition, according to the statistics of interface news reporters, about 90% of the repurchases of these companies are used for employee stock ownership plans or equity incentives. Only Huizhou China Eagle Electronic Technology Co.Ltd(002579) made it clear that the registered capital will be cancelled and reduced simultaneously after the repurchase, while Southern Publishing And Media Co.Ltd(601900) is repurchased for 12 months before taking the opportunity to reduce its holdings.
The \ ( Unionman Technology Co.Ltd(688609) . SH) repurchase 150300 million yuan, Shenzhen Inovance Technology Co.Ltd(300124) ( Shenzhen Inovance Technology Co.Ltd(300124) . SZ) repurchase 100200 million yuan, Ningbo Jintian Copper (Group) Co.Ltd(601609) ( Ningbo Jintian Copper (Group) Co.Ltd(601609) . SH) repurchase 150300 million yuan, Wuhan Jingce Electronic Group Co.Ltd(300567) ( Wuhan Jingce Electronic Group Co.Ltd(300567) .sh) repurchase 100200 million yuan.
Of course, there are a lot of companies that are short of their own funds. Memsensing Microsystems (Suzhou China) Co.Ltd(688286) ( Memsensing Microsystems (Suzhou China) Co.Ltd(688286) . SH) announced that it plans to repurchase shares with 10 million yuan to 20 million yuan. The repurchase price is no more than 105 yuan / share and no more than 0.18%.
The most "mini" repurchase plan comes from Henan Tong-Da Cable Co.Ltd(002560) ( Henan Tong-Da Cable Co.Ltd(002560) . SZ). The repurchase plan shows that the company plans to use no less than 1220600 yuan (inclusive) and no more than 24412000 yuan (inclusive) to repurchase the company's shares through centralized bidding for the subsequent implementation of equity incentive or employee stock ownership plan, and the repurchase price is no more than 8.92 yuan / share.
