Last week (April 18 to April 24), the pre reduction scale of A-share companies decreased. According to incomplete statistics of interface news, a total of 37 A-share companies disclosed shareholder reduction plans.
As for the increase of holdings, the hot stock Better Life Commercial Chain Share Co.Ltd(002251) ( Better Life Commercial Chain Share Co.Ltd(002251) . SZ) plans to sell and reduce its holdings, and the shareholders of Shanghai Aiyingshi Co.Ltd(603214) ( Shanghai Aiyingshi Co.Ltd(603214) . SH) plan to clear their positions and reduce their holdings; In terms of shareholding increase, the controlling shareholder of Sichuan Road & Bridge Co.Ltd(600039) ( Sichuan Road & Bridge Co.Ltd(600039) . SH) plans to increase its shareholding by a minimum of 500 million yuan.
Better Life Commercial Chain Share Co.Ltd(002251) questioned by regulators whether it is accurate to reduce its holdings
On April 18, Better Life Commercial Chain Share Co.Ltd(002251) announced that the board of directors agreed to reduce the company’s repurchased shares (used for 12578500 shares necessary to maintain the company’s value and shareholders’ rights and interests), and the proportion of the proposed reduction in the total share capital was 1.456%. According to the number of holdings reduced and the closing price on the day of the announcement, the above shareholders reduced their holdings and cashed out about 119 million yuan.
As a concept stock of prefabricated dishes that has been hot in the A-share market recently, Better Life Commercial Chain Share Co.Ltd(002251) has been sold down by Tencent and JD recently. On April 26, Better Life Commercial Chain Share Co.Ltd(002251) received a letter of concern from the Shenzhen Stock Exchange, asking the company to check whether Linzhi Tencent Technology Co., Ltd. and Jiangsu Jingdong bangneng Investment Management Co., Ltd. accurately reduced their holdings by using inside information; When the company’s stock price rose sharply in the early stage, check whether the relevant shareholders used the accounts controlled by them or the accounts of the persons acting in concert and related parties to manipulate the stock price.
On April 18, Shanghai Aiyingshi Co.Ltd(603214) announced that the shareholders planned to liquidate their positions and reduce their holdings of no more than 24012400 shares of the company, that is, no more than 16.97% of the total share capital of the company. According to the closing price announcement, the total number of shareholders’ holdings decreased by about 5.8 billion yuan. Affected by this news, at the opening of trading on April 19, Shanghai Aiyingshi Co.Ltd(603214) ‘s share price plunged by 7.23%, once reaching the limit. In the intraday trading on April 27, the company’s share price once fell to a new low of 14.40 yuan since its listing.
In terms of performance, the Shanghai Aiyingshi Co.Ltd(603214) net profit has decreased for two consecutive years. In 2021, the company’s operating revenue was 2.652 billion yuan, a year-on-year increase of 17.55%; The net profit attributable to the parent company was 73 million yuan, a year-on-year decrease of 36.97%; The cash flow from operating activities was – 174 million yuan, which was the first time in nearly seven years that the value was negative.
On April 19, Unisplendour Corporation Limited(000938) ( Unisplendour Corporation Limited(000938) . SZ) announced that Lin zhiqingchuang, who holds 2.03% of the shares, plans to reduce his shares by no more than 1.71%. According to the number of holdings reduced and the closing price on the day of the announcement, the above shareholders reduced their holdings and cashed out about 863 million yuan.
Unisplendour Corporation Limited(000938) main businesses include full stack ICT infrastructure and services such as network, computing, storage, cloud computing, security and intelligent terminals. In 2021, the company achieved a revenue of 67.638 billion yuan, a year-on-year increase of 12.57%; The net profit attributable to shareholders of listed companies was 2.148 billion yuan, a year-on-year increase of 18.51%. In the intraday trading on April 27, the company’s share price once fell to 14.22 yuan / share, the lowest share price in recent years Unisplendour Corporation Limited(000938) margin trading information shows that the net repayment of financing is 665461 million yuan on April 26, 2022; The financing balance was RMB 1.614 billion, a new low in recent one year, down 3.96% from the previous day.
Shenzhen Sunlord Electronics Co.Ltd(002138) and other companies intend to increase their holdings and repurchase
On April 21, Sichuan Road & Bridge Co.Ltd(600039) announced that the controlling shareholder Shudao group plans to increase its holding of 500 million yuan to 1 billion yuan. Recently, the website of Sichuan Provincial Development and Reform Commission published the “announcement on the comparison and selection of four topics such as the research on the transformation of the driving force of Sichuan’s economic development in the new era”. Some voices in the industry believe that the “new third line” construction countermeasure research project in Sichuan may have a certain impact on public utility companies in Sichuan Province, such as Sichuan Road & Bridge Co.Ltd(600039) , Chengdu Road & Bridge Engineering Co.Ltd(002628) and other large infrastructure listed companies.
On April 19, Shenzhen Sunlord Electronics Co.Ltd(002138) ( Shenzhen Sunlord Electronics Co.Ltd(002138) . SZ) announced that Shenzhen Qianhai azimuth Investment Management Co., Ltd. – azimuth growth No. 10 private securities investment fund (hereinafter referred to as “azimuth growth No. 10”) plans to increase the shares of the company, with an increase amount of no less than 50 million yuan and no more than 100 million yuan. It will be completed within 6 months from the date of announcement of this shareholding increase plan. Azimuth growth No. 10 is the company’s management shareholding platform. In addition, the company plans to repurchase shares with 200 million yuan to 300 million yuan. In the intraday trading on April 27, Shenzhen Sunlord Electronics Co.Ltd(002138) share price once fell to 20.35 yuan / share, a new low since 2021.
On April 24, Shenzhen Comix Group Co.Ltd(002301) ( Shenzhen Comix Group Co.Ltd(002301) . SZ) disclosed the performance forecast for 2021, and the estimated net profit was from 540 million yuan to 594 million yuan; It is reported that accountants and appraisers believe that the company’s subsidiaries Hangzhou maimiao and haoshitong show signs of impairment. On the same day, it was announced that the person acting in concert of the controlling shareholders firmly believed that the management consulting company planned to increase its shareholding of the company, with an additional shareholding amount of 25 million yuan to 50 million yuan.
On April 22, Zwsoft Co.Ltd(Guangzhou)(688083) ( Zwsoft Co.Ltd(Guangzhou)(688083) . SH) announced that Du Yulin, the controlling shareholder, actual controller, chairman and general manager of the company, plans to increase his holding of shares by 12.5-25 million yuan.
On April 19, Willfar Information Technology Co.Ltd(688100) ( Willfar Information Technology Co.Ltd(688100) . SH) announced that the controlling shareholder of the company, Weisheng group, plans to increase its holdings of the company’s shares by means allowed by the trading system of Shanghai Stock Exchange (including but not limited to centralized bidding, block trading, etc.) within 6 months from April 20, 2022, with a total of no less than 2.5 million shares and no more than 5 million shares. On April 22, it was announced that Weisheng group increased its holding of 1598000 shares of the company. After the increase, the shareholder held 185 million shares of the company, accounting for 0.9572% of the outstanding shares.
Recently, the share prices of Shenzhen Comix Group Co.Ltd(002301) , Zwsoft Co.Ltd(Guangzhou)(688083) , Willfar Information Technology Co.Ltd(688100) and Willfar Information Technology Co.Ltd(688100) all showed a downward trend and were at a relatively low point.
On April 21, Sichuan Expressway Company Limited(601107) ( Sichuan Expressway Company Limited(601107) . SH) announced that the controlling shareholder Shudao group increased its holdings of 4.412 million H shares in the secondary market through the trading system of the stock exchange on April 21, 2022, accounting for about 0.14% of the total issued share capital of the company, and plans to continue to increase its holdings by no more than 2%.
On April 20, Suzhou Jinhong Gas Co.Ltd(688106) ( Suzhou Jinhong Gas Co.Ltd(688106) . SH) announced that Jin Xianghua, the controlling shareholder, actual controller, chairman and general manager of the company, and Zhu Genlin, more than 5% of the shareholders, planned to increase their holdings of the company’s shares by means allowed by the trading system of Shanghai Stock Exchange (including but not limited to centralized bidding, block trading, etc.) within 6 months from April 28, with a total increase of no less than 20 million yuan and no more than 30 million yuan. Jin Xianghua and Zhu Genlin are uncles and nephews, who act in concert.
On April 19, China Animal Husbandry Industry Co.Ltd(600195) ( China Animal Husbandry Industry Co.Ltd(600195) . SH) announced that Huanong assets, the person acting in concert of the actual controller, increased its shareholding of the company by 1.51%, and planned to increase its shareholding by 1% – 2% (including the increased shares this time).
