From May 23 to 27, the restricted shares of 60 companies were lifted. According to the closing price on May 20, the market value of the lifted shares was 65.75 billion yuan.
Among them, the top three in the market value of lifting the ban are: Sichuan Road & Bridge Co.Ltd(600039) (RMB 11.005 billion), Xi’An Triangle Defense Co.Ltd(300775) (RMB 8.765 billion), Shandong Hi-Speed Road&Bridge Co.Ltd(000498) (RMB 7.937 billion); In terms of the proportion of lifting the ban, the top three are: Sichuan Furong Technology Co.Ltd(603327) (74.45%), Allgens Medical Technology Co.Ltd(688613) (56.23%), Shandong Hi-Speed Road&Bridge Co.Ltd(000498) (52.13%).
Ranking by the market value of lifting the ban
Calculated according to the proportion of lifting the ban
Sichuan Road & Bridge Co.Ltd(600039) good news
On May 24, Sichuan Road & Bridge Co.Ltd(600039) will have 1.064 billion shares lifted, with a market value of about 11.004 billion yuan and a lifting proportion of 22.29%. The lifting shareholder is Sichuan Railway Industry Investment Group Co., Ltd. (hereinafter referred to as “Railway Investment Group”). Tietou group is the controlling shareholder of Sichuan Road & Bridge Co.Ltd(600039) (former).
According to the announcement, Sichuan Railway Industry Investment Group Co., Ltd. and Sichuan Transportation Investment Group Co., Ltd. have implemented strategic restructuring and merged to establish Shudao group Sichuan Road & Bridge Co.Ltd(600039) the controlling shareholder of the company was changed from railway investment group to Shudao group, and the actual controller of the company remained unchanged. The ownership of the above restricted shares is enjoyed by Shudao group.
Although the lifting of the ban is imminent, the Sichuan Road & Bridge Co.Ltd(600039) benefits are frequent.
Sichuan Road & Bridge Co.Ltd(600039) 2021 handed over the best report card in history. According to the annual report released on March 30, the company achieved an operating revenue of 85.049 billion yuan last year, an increase of 31.73%; The net profit attributable to shareholders of listed companies was 5.582 billion yuan, an increase of 85.43%.
In the first quarter of this year, Sichuan Road & Bridge Co.Ltd(600039) revenue, performance and orders continued to grow rapidly. In the first quarter, the operating revenue was 18.286 billion yuan, a year-on-year increase of 32.77%; The net profit was 1.572 billion yuan, a year-on-year increase of 30.92%. Huachuang Securities believes that Sichuan Road & Bridge Co.Ltd(600039) deeply promotes the fine management, continuously improves the project management level, reduces the cost and increases efficiency, excavates the potential, gradually improves the profitability of the project, strengthens the implementation of “information and intelligence” construction, promotes the digitization of project management and fewer production operations through scientific and technological innovation, improves the management efficiency and efficiency, and greatly increases the performance.
Since 2017, Sichuan Road & Bridge Co.Ltd(600039) has achieved revenue of “ten billion yuan a year”, with total revenue of more than 30 billion yuan, 40 billion yuan, 50 billion yuan, 60 billion yuan and 80 billion yuan respectively, and net profit increasing year by year.
In addition, the continuous increase of major shareholders also shows their confidence in the future development of the company. Huaxin Securities said, Sichuan Road & Bridge Co.Ltd(600039) controlling shareholder Shudao Group continued to increase its holdings of the company’s shares through secondary market purchase and participation in fixed growth, and never reduced its holdings during this period. Recently, Sichuan Road & Bridge Co.Ltd(600039) promoted the acquisition of assets and raised 2.5 billion yuan of supporting funds. In the plan, Shudao capital (controlled by Shudao group) subscribed 1.8 billion yuan.
Moreover, Sichuan Road & Bridge Co.Ltd(600039) also began to lay out the lithium industry and create the second growth curve On May 18, Sichuan New Energy Power Company Limited(000155) 5, it was announced that it planned to transfer 5% equity of energy investment lithium industry held by Sichuan Road & Bridge Co.Ltd(600039) to at a transfer price of 149 million yuan Sichuan New Energy Power Company Limited(000155) take this opportunity to build a comprehensive strategic cooperative relationship with Sichuan Road & Bridge Co.Ltd(600039) in wind power, photovoltaic and lithium battery industries.
The organization is also organizing groups to increase positions Sichuan Road & Bridge Co.Ltd(600039) . According to the first quarterly report of the fund, as of March 31, 2022, Sichuan Road & Bridge Co.Ltd(600039) , an increase of 4 over the fourth quarter of last year, appeared in the top 10 heavy positions of 21 funds; A total of 757318 million shares were held, an increase of 34.8% over the end of the previous quarter.
Hubei Xingfa Chemicals Group Co.Ltd(600141) fixed increase and lifting of the ban yield exceeding 300%
On May 25, China’s leader in phosphorus chemical industry Hubei Xingfa Chemicals Group Co.Ltd(600141) will lift the ban on 5.5494 million shares, with a market value of about 202 million yuan. According to the announcement, the fixed increase price is 9.01 yuan, and the lifting yield of Yichang Hubei Xingfa Chemicals Group Co.Ltd(600141) Co., Ltd., the shareholder holding the above lifted shares, exceeds 3 times.
However, after the sharp rise of Hubei Xingfa Chemicals Group Co.Ltd(600141) share price, some shareholders chose to leave at a high price.
On January 19 this year, Hubei Xingfa Chemicals Group Co.Ltd(600141) announced that the company disclosed the announcement of Hubei Xingfa Chemicals Group Co.Ltd(600141) on the share reduction plan of controlling shareholders (Announcement No.: pro 2021071) on September 15, 2021. Yichang Xingfa plans to reduce its holdings by no more than 1.20% of the company’s total share capital, i.e. no more than 13426700 shares, through centralized bidding transaction due to its own capital needs. The reduction period is from October 18, 2021 to April 18, 2022. Finally, Yichang Xingfa actually reduced its holdings of 10.76 million shares.
On March 12, Hubei Xingfa Chemicals Group Co.Ltd(600141) also announced that Zhejiang jinfanda Biochemical Co., Ltd., the shareholder of Hubei Xingfa Chemicals Group Co.Ltd(600141) holding more than 5%, held about 162 million shares of the company, accounting for 14.61% of the total share capital of the company. Among them, there are about 118 million non tradable shares, accounting for 10.57% of the total share capital of the company. Due to its own capital needs, jinfanda plans to reduce its total holdings by no more than 2% of the company’s total share capital, i.e. no more than 22.23 million shares, through centralized bidding trading and block trading.
In terms of performance, in the first quarter of this year, Hubei Xingfa Chemicals Group Co.Ltd(600141) achieved an operating revenue of 8.575 billion yuan, a year-on-year increase of 90.7%, and a net profit of 1.72 billion yuan, a year-on-year increase of 384.6%.
China Securities Co.Ltd(601066) believes that the upward boom of agrochemical industry has driven the continuous improvement of the company’s profitability. Since the first quarter of 2022, the global supply constraints and strong demand brought by high food prices have led to the continuous rise of agrochemical boom. In the first quarter of 2022, the average selling prices (excluding tax) of phosphate rock, yellow phosphorus, ammonium phosphate and glyphosate related products in the phosphorus chemical sector of the company were 377 yuan, 28998 yuan, 3404 yuan and 66590 yuan / ton respectively, with a year-on-year increase of 90%, 97%, 51% and 202% respectively.
