According to the data, excluding the new shares listed this week, a total of 22 companies lifted the ban on restricted shares this week, with a number of 2.432 billion shares. Based on the latest closing price (the same below), the market value of the lifted shares was 45.383 billion yuan Industrial Bank Co.Ltd(601166) ( Industrial Bank Co.Ltd(601166) . SH) is the largest company to lift the ban this week.
According to the announcement, Industrial Bank Co.Ltd(601166) april 7 lifted the ban on 1.159 billion fixed increase restricted shares, accounting for 5.58% of the total share capital, which is 5.91% of the tradable shares before the lifting of the ban. Based on the latest closing price (the same below), the market value of the lifting of the ban is about 24.801 billion yuan. After the lifting of the ban, Industrial Bank Co.Ltd(601166) achieved full circulation.
This is a non-public offering of Industrial Bank Co.Ltd(601166) shares five years ago, of which the issuing objects are Fujian Provincial Department of finance, China National Tobacco Corporation, Fujian Company of China National Tobacco Corporation and Guangdong company of China National Tobacco Corporation. The sales restriction period is 60 months. Since the formation of restricted shares, the number of share capital of the company has not changed. Compared with the latest price, the rate of return on the lifting of the ban by the above-mentioned fixed increase shareholders exceeds 70%.
Industrial Bank Co.Ltd(601166) asset quality is good. The 2021 annual report disclosed not long ago shows that the bank’s operating revenue last year was 221236 billion yuan, a year-on-year increase of 8.91%; The net profit attributable to shareholders of listed companies was 82.680 billion yuan, a year-on-year increase of 24.10%.
At the same time, the non-performing rate of the bank has improved and the provision level is also improving. The non-performing loan ratio decreased by 0.15 percentage points to 1.10% year-on-year, and the provision coverage increased by 49.90 percentage points to 268.7% compared with the end of the previous year.
During the fourth quarter of last year, Industrial Bank Co.Ltd(601166) the largest shareholder, Fujian Provincial Department of finance, increased its holdings of 13049200 shares, and northbound funds were also increasing its holdings, increasing its position by 121 million shares to become the fifth largest shareholder. Meanwhile, Guangdonghectechnologyholdingco.Ltd(600673) Holding Co., Ltd., the eighth largest shareholder holding 497 million shares, withdrew from the list of top ten shareholders.
it can be seen from the action of Fujian Provincial Department of finance that Industrial Bank Co.Ltd(601166) the relevant shareholders of the lifting of the ban are long-term equity holders, so the impact of the lifting of the ban is limited .
Industrial Bank Co.Ltd(601166) details of the lifting of restricted shares
On the whole, there are four listed companies whose number of shares lifted exceeds 100 million, namely Industrial Bank Co.Ltd(601166) , Zhejiang Sanmei Chemical Industry Co.Ltd(603379) ( Zhejiang Sanmei Chemical Industry Co.Ltd(603379) . SH), Luoxin Pharmaceuticals Group Stock Co.Ltd(002793) ( Luoxin Pharmaceuticals Group Stock Co.Ltd(002793) . SZ), Shenzhen Topraysolar Co.Ltd(002218) ( Shenzhen Topraysolar Co.Ltd(002218) . SZ).
There are five listed companies whose market value exceeds 1 billion yuan, namely Industrial Bank Co.Ltd(601166) , Zhejiang Sanmei Chemical Industry Co.Ltd(603379) , Luoxin Pharmaceuticals Group Stock Co.Ltd(002793) , Chengdu Zhimingda Electronics Co.Ltd(688636) ( Chengdu Zhimingda Electronics Co.Ltd(688636) . SH), Anhui Golden Seed Winery Co.Ltd(600199) ( Anhui Golden Seed Winery Co.Ltd(600199) . SH).
It has been three years since Zhejiang Sanmei Chemical Industry Co.Ltd(603379) listed, the second largest company to lift the ban this week, and the current stock price is in a broken state. The company is an enterprise engaged in fluorine chemical industry in Zhejiang. It was listed in early April 2019, with an issue price of 32.43 yuan / share and the latest closing price of 30.14 yuan / share (post resumption).
Zhejiang Sanmei Chemical Industry Co.Ltd(603379) share price broke for a reason, and the company’s performance changed after listing 2. In 2019 and 2020, the operating revenue decreased by more than 10% and 30% respectively; The net profit attributable to the parent decreased by more than 40% and more than 65% in the same period. On the basis of low base and rising prices of chemical products, the performance of the company doubled in 2021.
Zhejiang Sanmei Chemical Industry Co.Ltd(603379) on April 6, the ban on 417 million initial restricted shares was lifted, more than twice that of the circulation before the lifting of the ban, with a market value of 8.808 billion yuan. After lifting the ban, the company realized full circulation. The Zhejiang Sanmei Chemical Industry Co.Ltd(603379) lifting of the ban involves the actual controllers Hu Rongda and Hu Qixiang family, Wuyi Sanmei Investment Co., Ltd., Feiyu Chuangqi investment partnership (limited partnership) in Ningbo Meishan bonded port area and Anji Huifeng Huinian management consulting partnership (limited partnership). The company has certain pressure to lift the ban. At the same time, it should be noted that the directors and executives of the company are still reducing their holdings of Zhejiang Sanmei Chemical Industry Co.Ltd(603379) .
Zhejiang Sanmei Chemical Industry Co.Ltd(603379) the details of the lifting of the restricted shares
In addition, the highest income from the lifting of the ban is Anhui Golden Seed Winery Co.Ltd(600199) , and the rate of return of relevant shareholders is as high as 334.21%. A total of 513274 million shares were lifted, accounting for 7.80% of the total share capital. The market value of the lifted shares exceeded 1.2 billion yuan. The shareholders involved were golden seed No. 1 asset management plan and golden seed No. 2 asset management plan.
Anhui Golden Seed Winery Co.Ltd(600199) the share price has performed well in recent two years, especially in February this year, the share price went out of the limit for five consecutive times, and the share price doubled in a short time performance is not the reason for Anhui Golden Seed Winery Co.Ltd(600199) rise. Last year, the company expected a loss of 155 million yuan to 185 million yuan , with a low comprehensive sales gross profit margin.
The sharp rise in share prices during the year was related to the introduction of important strategic shareholders by Anhui Golden Seed Winery Co.Ltd(600199) controlling shareholders. On February 16, the company announced that Fuyang investment development group, the controlling shareholder of golden seed group, planned to transfer 49% of the shares of golden seed group to China Resources war Investment Co., Ltd. The actual controller of the company remains unchanged, but the fundamental change is expected to increase after the introduction of China Resources.
The ban on the two asset management plans will be lifted at this time. If you choose to exit, it is also a good time.
Anhui Golden Seed Winery Co.Ltd(600199) details of the lifting of the restricted shares
In addition, there are five companies whose number of tradable shares has more than doubled before the lifting of the ban, namely Zhejiang Sanmei Chemical Industry Co.Ltd(603379) , Chengdu Zhimingda Electronics Co.Ltd(688636) ( Chengdu Zhimingda Electronics Co.Ltd(688636) . SH), Suzhou Gyz Electronic Technology Co.Ltd(688260) ( Suzhou Gyz Electronic Technology Co.Ltd(688260) . SH), Shandongsino-Agriunitedbiotechnologyco.Ltd(003042) ( Shandongsino-Agriunitedbiotechnologyco.Ltd(003042) . SZ), Luoxin Pharmaceuticals Group Stock Co.Ltd(002793) . Due to the large increase of circulating shares, the lifting of the restricted shares of such companies has a relatively great impact on their own share prices.
From the perspective of the types of shares lifted, there are 10 restricted shares of the original initial shareholders, 7 rationed shares of private placement institutions and 5 restricted shares of equity incentive.
