When the market turns cold or the stock price falls flat, repurchase and increasing holdings are positive signals for listed companies and important shareholders to be optimistic about the future development of the company.
Since March, the A-share market has fallen, track stocks and white horse have continued to callback, and investor confidence is in the doldrums. In this context, listed companies and senior executives have taken many measures to boost investor confidence, including repurchase, increase of holdings, early appearance of operation, etc.
According to the statistics of securities times · databao, as of April 14, the repurchase amount of listed companies this month was nearly 4.8 billion yuan, more than twice that of March; 34 important shareholders started the shareholding increase plan within the month, and the number of shareholders increased more than that in January and February this year.
amount to be increased by shareholders in year
has exceeded RMB 6 billion
According to the statistics of data treasure, since this year, 162 important shareholders of 87 companies have disclosed the share increase plan, involving an amount of more than 6 billion yuan. Shareholders of 11 companies, including Cre8 Direct (Ningbo) Co.Ltd(300703) , Gem Co.Ltd(002340) , Haier Smart Home Co.Ltd(600690) have completed the share increase plan, and some shareholders of Shandong Shida Shenghua Chemical Group Company Limite(603026) , Hengtong Logistic Co.Ltd(603223) have completed the share increase plan.
From the perspective of the ongoing share increase plan, 14 companies plan to increase their holdings by more than 100 million yuan, and China Mobile and Jiangsu Eastern Shenghong Co.Ltd(000301) more than 1 billion yuan. China Mobile returned to A-Shares in January this year, and the controlling shareholder China Mobile Communications Group plans to increase its holdings by up to 5 billion yuan Jiangsu Eastern Shenghong Co.Ltd(000301) controlling shareholder Shenghong technology and some employees of its affiliated enterprises (except listed companies and holding subsidiaries of listed companies) plan to increase their holdings by a total of 1.468 billion yuan, with a year-on-year increase of 490% in net profit in 2021, a record high. In addition, Luxshare Precision Industry Co.Ltd(002475) , Zhuzhou Kibing Group Co.Ltd(601636) and other important shareholders of the company plan to increase their holdings by more than 300 million yuan.
In terms of market performance, the stock price of China Mobile has been sideways for several trading days at the beginning of listing, and has stabilized and risen since mid March Jiangsu Eastern Shenghong Co.Ltd(000301) since the share price reached a new high in mid September last year, it has fluctuated all the way down. Since September 16, 2021, the share price has retreated by more than 60%.
11 companies repurchase cap
over RMB 500 million
In terms of the repurchase of listed companies, 366 companies have completed (partially completed) buybacks. Among them, shares such as Guangdong Songyang Recycle Resources Co.Ltd(603863) etc.
At the same time, there are 225 companies whose repurchase plans are in the stage of approval by the board of directors or the general meeting of shareholders. Calculated according to the upper limit of repurchase price and the number of shares expected to be repurchased, there are five companies with a repurchase upper limit of more than 1 billion yuan, including Haier Smart Home Co.Ltd(600690) , China Vanke Co.Ltd(000002) , Jiangsu Hengrui Medicine Co.Ltd(600276) The repurchase ceiling of six companies including Zhejiang Supor Co.Ltd(002032) , Chifeng Jilong Gold Mining Co.Ltd(600988) , Sanan Optoelectronics Co.Ltd(600703) and others exceeded 500 million yuan Lingyi Itech (Guangdong) Company(002600) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Glodon Company Limited(002410) and other repurchase plans were issued for many times during the year, but the amount was relatively low.
From the perspective of industry distribution, the proposed repurchase ceiling of Companies in the home appliance industry is more than 4 billion yuan, the repurchase ceiling of medicine, biology and real estate is more than 3 billion yuan, and the repurchase ceiling of media, building materials and electronics industry is more than 1 billion yuan.
19 companies increase their existing holdings
also has repurchase
Some companies plan to repurchase and increase their holdings at the same time. According to the statistics of databao, 19 companies conducted buybacks and increased their holdings at the same time during the year, and 6 completed buybacks, including Inkon Life Technology Co.Ltd(300143) , Suzhou Tztek Technology Co.Ltd(688003) , Chacha Food Company Limited(002557) and Chen Ke Ming Food Manufacturing Co.Ltd(002661) , Beijing Shengtong Printing Co.Ltd(002599) , Qingdao Haier Biomedical Co.Ltd(688139) repurchase plan, of which Beijing Shengtong Printing Co.Ltd(002599) has completed the increase of holdings. 19 shares retreated by more than 15% on average during the year, and 5 shares including Xiangyumedicalco.Ltd(688626) , Cambricon Technologies Corporation Limited(688256) – U and Zhuzhou Kibing Group Co.Ltd(601636) all fell by more than 30% during the year, while China Vanke Co.Ltd(000002) , Chen Ke Ming Food Manufacturing Co.Ltd(002661) , etc. rose slightly.
Eight companies have decreased by more than 10% since this year, and the increase of net profit (including the upper limit of pre increase) in 2021 has exceeded 15%. The increase of Zhuzhou Kibing Group Co.Ltd(601636) , Beijing Shengtong Printing Co.Ltd(002599) , Qingdao Haier Biomedical Co.Ltd(688139) , Jason Furniture (Hangzhou) Co.Ltd(603816) net profit has exceeded 100%, and the share price has fallen by more than 20% during the year.
