In 2022, the A-share market showed a trend of correction and consolidation. The Shanghai index fell by 3.18%, the Shenzhen Component Index fell by 5.22% and the gem index fell by 8.01%. Nevertheless, there are still many important shareholders of listed companies to increase their shares with real gold and silver.
According to the statistics of Hithink Royalflush Information Network Co.Ltd(300033) data, as of January 24 this year (subject to the transaction deadline), 51 A-share companies have been net increased by important shareholders through the secondary market. Based on the reference market value at the time of increase or decrease, the total amount of increase is 3.014 billion yuan. Among them, since this year, China Mobile, China Baoan Group Co.Ltd(000009) , Shandong Gold Mining Co.Ltd(600547) , Keshun Waterproof Technologies Co.Ltd(300737) , Zhejiang Weiming Environment Protection Co.Ltd(603568) , Jiangsu Xinquan Automotive Trim Co.Ltd(603179) , Skshu Paint Co.Ltd(603737) , Jafron Biomedical Co.Ltd(300529) and other eight companies have obtained a net increase of more than 100 million yuan from important shareholders.
In this regard, Chen Li, chief economist of Chuancai securities and director of the Research Institute, said in an interview with Securities Daily, "Most of the important shareholders of listed companies are groups with unique vision. Their ability to lead the company to the market also shows that they are 'experts' in their industry: on the one hand, it shows that they believe that their industry has' bottomed out' and is about to recover and can achieve rapid development in the future; on the other hand, shareholders can choose to increase their holdings when the stock price is depressed, which also shows that the A-share market is basically stable Companies with a good face still have abundant cash flow. "
51 companies with net increased holdings show four highlights
Through combing, the reporter found that the above 51 companies showed four highlights, which are worthy of investors' attention.
First, the performance is generally good.
Statistics show that among the above 51 companies that have been net increased holdings by important shareholders since this year, 37 companies achieved a year-on-year increase in net profit in the first three quarters of 2021, accounting for more than 70%. So far, eight companies have disclosed the performance forecast of 2021, Do-Fluoride New Materials Co.Ltd(002407) , China Baoan Group Co.Ltd(000009) , Shanghai Qifan Cable Co.Ltd(605222) , Ningbo Deye Technology Co.Ltd(605117) , Nafine Chemical Industry Group Co.Ltd(000737) , Guangzhou Grandbuy Co.Ltd(002187) , China Mobile and other seven companies.
Liu Cunxin, assistant fund manager of private placement paipai.com, told reporters, "Generally speaking, the increase of important shareholders of listed companies mainly transmits two signals to the market: one is to inform the market that the current market value of the enterprise is undervalued, and the other is to express greater confidence in the future performance of the enterprise. Therefore, the increase of important shareholders will often have a positive impact on the company's stock price, and such varieties will often get more market capital attention Investors can pay more attention to the information about the increase or decrease of the enterprise's holdings. Combined with the detailed analysis of the fundamentals and industry conditions, if many major shareholders in an industry increase their holdings one after another, it means that the industry will have a certain opportunity to maintain a high boom. "
Second, valuations are generally low. Statistics show that as of January 24, the median of the latest dynamic P / E ratio of the A-share market was 29.61 times, and the latest dynamic P / E ratios of 29 stocks were lower than this level, accounting for more than 50%. Among them, the latest valuation of six stocks, including Jiangsu Zhongnan Construction Group Co.Ltd(000961) , Bank Of Communications Co.Ltd(601328) , China Zheshang Bank Co.Ltd(601916) , Poly Developments And Holdings Group Co.Ltd(600048) , Bank Of Zhengzhou Co.Ltd(002936) , Befar Group Co.Ltd(601678) , is less than 10 times.
\u3000\u3000 "Recently, A-Shares have fallen down due to the sharp decline of US stocks. After the recent correction, the valuation of many stocks has returned to a lower level. Some shareholders of listed companies take this opportunity to raise their cards and increase their holdings, which is also for the purpose of bottom reading. Increasing their holdings of shares of the company will release a positive signal that important shareholders or senior executives of the company believe that the share price is undervalued, which is conducive to improving the valuation of the company and raising profits High investor confidence. " Yang Delong, chief economist of Qianhai open source fund, said.
Third, the stock price is stable.
Insiders pointed out that important shareholders of listed companies choose the opportunity to increase their holdings, which sends a signal to the market that the company's share price is undervalued, which may form a certain support for the company's share price. Statistics show that among the above 51 stocks, 30 stocks have outperformed the Shanghai stock index in the same period this year, accounting for nearly 60%. Among them, Guoanda Co.Ltd(300902) , Jiangsu Zhongnan Construction Group Co.Ltd(000961) , Nafine Chemical Industry Group Co.Ltd(000737) and other three stocks increased by more than 10% in the year, with eye-catching performance.
Fourth, northward funds are highly concerned.
According to the statistics, 35 of the above-mentioned 51 net increased shares have been held by northbound funds since this year, of which 16 shares were favored by northbound funds during the year, Bank Of Communications Co.Ltd(601328) , Bank Of Zhengzhou Co.Ltd(002936) the number of increased shares of northbound funds exceeded 10 million, Poly Developments And Holdings Group Co.Ltd(600048) , Humanwell Healthcare (Group) Co.Ltd(600079) , Shandong Gold Mining Co.Ltd(600547) , Topchoice Medical Co.Inc(600763) , Do-Fluoride New Materials Co.Ltd(002407) During the period of Shandong Humon Smelting Co.Ltd(002237) and other six stocks, they were also increased by millions of shares or more.
get together in three industries such as medicine and biology
In terms of industry, the above 51 companies are mainly clustered in three major industries: medicine and biology, power equipment and basic chemical industry, with 11, 5 and 4 companies respectively.
Chen Li further added, "Recently, important shareholders have increased their holdings of the company's shares. The common feature of the three industries is that they all performed well in the first half of 2021, while they have experienced a certain correction in different periods since the second half of last year. From the beginning of this year to now, they have increased their holdings of their own shares: first, they can stabilize the stock price in the market and safeguard the shareholders' rights and interests; second To show confidence in the growth of the company's performance in the new year. In terms of investment opportunities, we are optimistic about the further growth of new energy related power equipment in 2022. According to the data of the national energy administration, the proportion of China's wind power photovoltaic power generation in the whole society is estimated to reach 11% in 2021, initially forming a scale effect. With the continuous optimization of wind power and photovoltaic cost, affordable power generation has been realized, and the business model is replicable. At the same time, China has a complete industrial chain in the new energy sector. After the large-scale formation of cost advantages, China has vigorously expanded the overseas market. It is expected that under the dual role of China's policy promotion and global market demand, the industry will enter a period of rapid development. "
In terms of basic chemical industry, Chen Li said, "the global epidemic in 2022 is expected to come to an end, and the operating rate of overseas chemical enterprises will gradually increase. The situation of insufficient production capacity and tight supply and demand caused by the epidemic may gradually disappear. It is suggested to focus on the undervalued sectors with good profits, such as chemical fiber, pesticides and fertilizers, as well as the upstream sectors related to new energy, such as soda ash."
\u3000\u3000 "The important shareholders of listed companies have a more accurate and full understanding of the industry and the company's business development prospects. The concentrated shareholding increase of shareholders can indeed be used as an important reference index for investment, but it is not the only index. This is because there are many factors affecting the stock price. When there are major changes in the industry and market, some factors will exceed the control and expectation of shareholders and shareholders misjudge The situation exists. In addition, the increase of shareholders' holdings sometimes leads to the rise of stock prices. If you buy at a price higher than the increase of shareholders' holdings, the risk is naturally greater. " Yuan Huaming, general manager of Huahui Chuangfu investment, said.
Table: list of individual shares with a net increase of more than 10 million yuan held by important shareholders during the year
prepared by Ren Shibi
