Overweight is usually regarded as shareholders’ confidence in the future development of listed companies, which will also boost the stock price to a certain extent.
According to the statistics of securities times · databao, based on the first announcement date of the shareholding increase plan, a total of 37 important shareholders of listed companies have issued the shareholding increase plan in the past three months (November 1, 2021 to January 21, 2022), of which Shenzhen Sunlord Electronics Co.Ltd(002138) , Aecc Aero-Engine Control Co.Ltd(000738) , Shanghai Golden Bridge Infotech Co.Ltd(603918) , Guangdong Ellington Electronics Technology Co.Ltd(603328) have completed the shareholding increase plan.
8 company shareholders
the upper limit of shareholding increase reached 100 million yuan
Among the above 37 companies, 21 companies disclosed the increase amount. Based on the upper limit of the increase amount, the shareholders of these 21 companies plan to increase their holdings by nearly 1.9 billion yuan. On December 6, the company announced that the controlling shareholder Chenguang Group acted in concert, and renkeying investment and jiekui investment plan to increase the company’s shares by 100 million yuan to 500 million yuan within three months.
There are also seven companies that plan to increase their holdings by up to 100 million yuan, including Zhejiang Conba Pharmaceutical Co.Ltd(600572) , Nanjing Iron & Steel Co.Ltd(600282) , Jafron Biomedical Co.Ltd(300529) , Zibo Qixiang Tengda Chemical Co.Ltd(002408) , Do-Fluoride New Materials Co.Ltd(002407) .
Since January this year, a total of 9 important shareholders of the company have proposed to increase their holdings, including Shandong Shida Shenghua Chemical Group Company Limite(603026) , Beijing Sun-Novo Pharmaceutical Research Co.Ltd(688621) , Shanghai Guao Electronic Technology Co.Ltd(300551) , Hengtong Logistic Co.Ltd(603223) . On Shandong Shida Shenghua Chemical Group Company Limite(603026) January 21, the leader of lithium battery electrolyte solvent issued an announcement on the shareholding increase plan of shareholders. The chairman and general manager of the company plan to increase the shares of the company by 80 million yuan to 100 million yuan.
In terms of the number of shareholders participating in the shareholding increase plan, more than 10 shareholders of 10 companies plan to increase their shareholding, Shanghai Ceo Environmental Protection Technology Co.Ltd(688335) , Guangdong Tianhe Agricultural Means Of Production Co.Ltd(002999) , Northeast Pharmaceutical Group Co.Ltd(000597) more than 5 shareholders plan to increase their shareholding, Shandong Shida Shenghua Chemical Group Company Limite(603026) , Shanghai Qifan Cable Co.Ltd(605222) , Zhejiang Weiming Environment Protection Co.Ltd(603568) and more than 3 shareholders plan to increase their shareholding.
The effect of increasing Shareholding on the stock price of listed companies is significant. According to the statistics of data treasure, according to the market performance of the first announcement day as of the close of last Friday, the average share price of the company to be increased by more than 6%, and the average share price of the company to be reduced by 3.3%. The share price of the company to increase its holdings outperformed the performance of the Shanghai stock index over the same period, while the company to reduce its holdings fell more than the market.
According to the statistics of data treasure, 12 companies to increase their holdings have increased by more than 10% since the announcement of increasing their holdings. Northeast Pharmaceutical Group Co.Ltd(000597) since the shareholders of the company issued the shareholding increase plan on November 30, the stock price has increased by more than 25%; Since November 4, Zhejiang Weiming Environment Protection Co.Ltd(603568) has increased by more than 20%, and since the release of Shanghai Guao Electronic Technology Co.Ltd(300551) , Guangdong Tianhe Agricultural Means Of Production Co.Ltd(002999) share increase plan, it has increased by more than 15%.
several companies to increase their holdings
2021 performance forecast
Among the above-mentioned companies that issued the shareholding increase plan, 8 companies are in the process of shareholding increase plan, and the performance in 2021 is expected to be good. In terms of the amount of increase in holdings, Zhejiang Conba Pharmaceutical Co.Ltd(600572) shareholders Zhejiang traditional Chinese medicine health industry group and Zhejiang Conba Pharmaceutical Co.Ltd(600572) group plan to increase their holdings by 200 million yuan and 100 million yuan respectively; Do-Fluoride New Materials Co.Ltd(002407) 5 shareholders have a total ceiling of 100 million yuan.
In terms of performance, among the above eight companies, Jiangsu Yida Chemical Co.Ltd(300721) pre increase limit exceeded 30 times. However, since the company released the shareholder increase plan on November 23, the stock price has fallen by more than 20%. After the performance forecast, the stock price of the company rebounded slightly.
The lower limit of year-on-year growth of net profit in Do-Fluoride New Materials Co.Ltd(002407) , Shandong Shida Shenghua Chemical Group Company Limite(603026) , Zhejiang Conba Pharmaceutical Co.Ltd(600572) 2021 exceeded 300%. Do-Fluoride New Materials Co.Ltd(002407) the lower limit of net profit growth exceeds 2400%. The company is a global leading enterprise of fluoride salt, and its performance has increased significantly. It mainly benefits from the strong market demand for new material products mainly lithium hexafluorophosphate, the gradual release of new capacity of relevant products, the high level of capacity utilization and the significant improvement of the company’s profitability.
