Statistics show that this week (January 17-21), a total of 75 companies lifted the ban on restricted shares, with a total amount of 15.151 billion shares. According to the closing price on January 14, the market value of the lifted shares totaled 130.313 billion yuan.
Among them, Chinalin Securities Co.Ltd(002945) , Qingdao Port International Co.Ltd(601298) , Bank Of Qingdao Co.Ltd(002948) , China Southern Power Grid Energy Efficiency&Clean Energy Co.Ltd(003035) ranked top in the market value of lifting the ban; The proportion of banned shares such as Suzhou Longjie Special Fiber Co.Ltd(603332) , Chinalin Securities Co.Ltd(002945) , Qingdao Port International Co.Ltd(601298) is high, all exceeding 50%; According to the rate of return on lifting the ban, Dook Media Group Limited(301025) rate of return is far ahead, reaching 1219.35%.
ultra low issue price brings ultra-high lifting yield?
This week, Dook Media Group Limited(301025) and China Southern Power Grid Energy Efficiency&Clean Energy Co.Ltd(003035) have one thing in common among the secondary new shares with high yield after lifting the ban: they are all IPOs at ultra-low issue prices. Among them, China Southern Power Grid Energy Efficiency&Clean Energy Co.Ltd(003035) is the stock with the lowest issue price last year, and the initial price is 1.40 yuan / share; Dook Media Group Limited(301025) is the stock with the lowest issue price last year, and the issue price is 1.55 yuan / share.
Simply looking back, on July 19 last year, Dook Media Group Limited(301025) rose 1942.58% on its first day of listing, and its closing price reached 31.66 yuan / share. Dook Media Group Limited(301025) winning the first signing only costs 775 yuan, and the online winning rate is 0.019%, but winning the first signing can earn 15100 yuan. Despite the subsequent decline of its share price, it is still up 12 times compared with the issue price, with a market value of more than 8 billion yuan.
Dook Media Group Limited(301025) the ban on 2445100 shares will be lifted on January 19, with restricted shares accounting for 0.61% of the total share capital, and 8567 shareholders of restricted shares quietly “earn more”. However, the shares held by these shareholders are less than 10000 shares, of which the largest restricted share shareholder is China Construction Bank Corporation(601939) enterprise annuity plan, and the lifted shares are 4400 shares.
Look at China Southern Power Grid Energy Efficiency&Clean Energy Co.Ltd(003035) , the success rate of its online issuance is 0.18%. At present, the share price is 7.77 yuan / share, which is nearly five times higher than the issuance price. On January 19, China Southern Power Grid Energy Efficiency&Clean Energy Co.Ltd(003035) will usher in the lifting of the ban. The number of shares lifted is 878 million, and the lifting proportion is 23.19%. Five original shareholders were lifted this time, namely Guangdong Energy Group Co., Ltd., Guangdong Guangye Green Fund Management Co., Ltd., Tbea Co.Ltd(600089) , Guangzhou Zhiguang Electric Co.Ltd(002169) , and Guangdong Guangye Group Co., Ltd.
Chinalin Securities Co.Ltd(002945) obtained northward capital increase
The individual stocks with a market value of more than 10 billion were lifted this week, including Chinalin Securities Co.Ltd(002945) , Qingdao Port International Co.Ltd(601298) . The largest scale of lifting the ban is Chinalin Securities Co.Ltd(002945) , which will have 1.945 billion shares listed and circulated, mainly the restricted shares of the original shareholders, with a market value of 24.393 billion yuan. There are two shareholders lifting the ban on restricted shares, namely Shenzhen Liye Group Co., Ltd. and Shenzhen sigma Computer Technology Co., Ltd.
From the recent shareholding data of northbound funds, foreign investors do not care about the approaching time of Chinalin Securities Co.Ltd(002945) lifting the ban. From January 6 to 14, BEIXIANG capital increased its holdings of Chinalin Securities Co.Ltd(002945) 319 million shares.
According to market analysis, this may be related to the continuous upward trend of the securities industry and the gradual optimization of the business model of securities companies. In the process of accelerating the Internet transformation of the securities industry, Chinalin Securities Co.Ltd(002945) is a leader among small and medium-sized securities companies. In order to comprehensively promote the strategic transformation of fintech, Chinalin Securities Co.Ltd(002945) upgraded the company’s organizational structure.
On January 17, Bank Of Qingdao Co.Ltd(002948) 1.631 billion shares will be lifted, with a market value of 7.243 billion yuan.
On January 13, Bank Of Qingdao Co.Ltd(002948) just handed over an “answer sheet”. The disclosed performance express shows that the operating revenue of Bank Of Qingdao Co.Ltd(002948) in 2021 is 11.136 billion yuan, an increase of 5.65%; The net profit was 2.923 billion yuan, an increase of 22.08%; The basic earnings per share was 0.54 yuan, an increase of 28.57%; The non-performing loan ratio decreased by 0.17 percentage points to 1.34% compared with the end of 2020.
Zhongtai Securities Co.Ltd(600918) believes that the asset quality of Bank Of Qingdao Co.Ltd(002948) has improved significantly month on month, and the marginal risk offset ability has increased. The non-performing rate decreased to 1.34% month on month, reaching the best level in four years.
