2024-10-01
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the only lesson humanity has learned from history is that humanity has learned nothing from history. start today with a quote from hegel.
let me share with you three cases first.
after just experiencing a wave of positive and exciting surges, the a-share market has ushered in a storm of reductions. in just one night, 50 companies have announced to reduce their stock holdings, including the actual controllers of five companies who have taken the lead in selling stocks, and some companies have even quietly defaulted on their contracts, regardless of their commitment to reduce their stock holdings.
as we all know, an important reason why a-shares have been hovering at 3,000 points for a long time is that some listed companies are not of high quality, do not want to make progress, and lack the concept of rewarding shareholders. the purpose of its listing is to raise cash, sell the company, and deceive investors.
why are a-shares soaring but shareholders of 146 listed companies are reducing their holdings?
according to statistics, 234 important shareholders of 146 listed companies plan to reduce their holdings. in many companies, multiple shareholders have formulated plans to reduce their holdings since june.
specifically, 47 companies plan to reduce the number of shareholders by more than 2, 20 companies plan to reduce the number of shareholders by more than 3, and 9 companies plan to reduce the number of shareholders by more than 4.
in terms of shareholding reduction ratio, wind data shows that among these 234 important shareholders, 104 plan to change the number of shares to account for more than 1% of the total share capital, 68 for more than 2%, and 39 for more than 3%. the amount of shareholding reduction by a single important shareholder exceeded 5%.
judging from the types of people who reduced their holdings, 113 of these 234 important shareholders involved senior executives, 34 individual shareholders, and 87 company shareholders.
35 shareholders plan to liquidate and reduce holdings
among the 234 important shareholders who plan to reduce their holdings, 35 are involved in liquidating and reducing their holdings. among them, many shareholders who are liquidating their positions and reducing their holdings are important shareholders holding more than 5% of the shares.
this is undoubtedly a warning signal, reminding everyone to pay attention to the trends of the stocks in their hands and avoid stepping on thunder.
case analysis of reduction of holdings
qianhe flavor industry: falling to historical lows
qianhe flavor industry's stock price has fallen from 35 yuan to 10 yuan, and is currently close to its lowest point in history. the company's major shareholders and executives continue to reduce their holdings and recently sold 470,000 shares, showing their pessimistic expectations for the future stock price.
baodi mining: suffered a heavy setback in its first year of listing
baodi mining has only been listed for one year, and its stock price has dropped from 12 yuan to about 5 yuan, which is a record low. what is even more shocking is that the company's shareholders actually violated their commitment to reduce their holdings and chose to sell their stocks at this time, showing that their shares were "hot".
xianda shares: core shareholders significantly reduced their holdings
xianda's stock price has fallen from 13 yuan to 3 yuan in the past two years. core shareholders recently reduced their holdings by 11.44 million shares, further damaging market confidence and causing the stock price to decline again.
saurer intelligence: controlling shareholder smashes the market
saurer intelligent's share price plummeted from 24 yuan to 1.5 yuan, and the controlling shareholder recently reduced its holdings of 17.34 million shares. this series of reductions has undoubtedly brought huge psychological pressure to investors.
other risk tips for reducing stock holdings
in addition to the above companies, many companies such as tongdahai, zhejiang longsheng, and jufei optoelectronics are also in the process of reducing their holdings, and many executives have sold their stocks. it is worth noting that companies such as founder technology, guoguang co., ltd., and weiye co., ltd. are also taking advantage of the short-term rise in the market to reduce their holdings. the risks of these stocks cannot be ignored.
the shareholders of these listed companies either lack wisdom, or are not optimistic about the future of the company and are eager to get out.
it is said that they lack wisdom because the stock market, with the strong support of national policies, is likely to rise in the future, but these companies are eager to reduce their holdings, which is simply short-sighted! operating in the opposite direction of national policies and investors and going against the trend is obviously a sign of lack of wisdom.
it is said that they are not optimistic about the company's future and are eager to get out. the state has given policies to increase holdings and re-mortgage, and they are still hurriedly retreating. it is simply speechless... is the company so unbearable? are you so anxious to leave?
investors are in the secondary market and are a weak market group compared to listed companies. all the weak can do is "can't afford to offend, and can afford to hide"!
it is recommended that investors be wary of these listed companies that reduce their holdings: stay away! stay away! stay away!
the list of companies that have recently announced reductions in stock holdings is shown in the table below:
shareholders reduce holdings |
||
name |
increase or decrease in quantity (10,000 shares) |
announcement day |
guosheng technology |
248.6 |
september 30 |
weimais |
174.1 |
september 28 |
national science and technology military industry |
351.4 |
september 28 |
novogene |
179.81 |
september 30 |
ruian gene |
55.76 |
september 28 |
haili biotechnology |
657.9 |
september 28 |
longjing environmental protection |
1000 |
september 28 |
helen zhe |
501 |
september 28 |
rhema precision |
177.3 |
september 28 |
jushen shares |
51.37 |
september 28 |
weimais |
127.34 |
september 28 |
xinyu people |
40 |
september 28 |
kejie intelligence |
250.65 |
september 27 |
tiaowei |
124 |
september 28 |
fengyao technology |
18.9 |
september 27 |
haili biotechnology |
657.9 |
september 27 |
yatai group |
1000 |
september 27 |
three gorges new materials |
300 |
september 28 |
cicc irradiation |
145.7 |
september 27 |
cicc irradiation |
116.77 |
september 27 |
haineng industrial |
144.73 |
september 27 |
haineng industrial |
12.51 |
september 27 |
company nine |
231.41 |
september 26 |
jiulian technology |
50 |
september 27 |
xinyu people |
40 |
september 28 |
shangsheng electronics |
60 |
september 26 |
juguang technology |
80.3 |
september 28 |
bohui technology |
79.79 |
september 26 |
taihe water |
199.88 |
september 27 |
quectel |
225.26 |
september 27 |
wantong development |
5177.7 |
september 27 |
zhaowei electromechanical |
7.72 |
september 28 |
wanrun technology |
279.88 |
september 27 |
jiulian technology |
251.91 |
september 27 |
jiulian technology |
100 |
september 27 |
xinyu people |
30 |
september 28 |
hengshuo shares |
96.03 |
september 25 |
pumen technology |
130 |
september 28 |
yaokang biology |
88.82 |
september 25 |
dongpeng beverage |
311.5 |
september 26 |
cathay pacific group |
3.3 |
september 25 |
haili biotechnology |
276.43 |
september 26 |
guizhou sanli |
0.99 |
september 26 |
quectel |
90.33 |
september 27 |
dongfeng group |
3063.56 |
september 26 |
zhejiang longsheng |
1700 |
september 25 |
zhejiang longsheng |
4500 |
september 25 |
yanao shares |
3.97 |
september 25 |
pinwo food |
103.1 |
september 25 |
rhema precision |
129.91 |
september 27 |
jiuli special materials |
1036 |
september 26 |
beidou star |
306.12 |
september 26 |
haili biotechnology |
118.23 |
september 26 |
quectel |
50.43 |
september 27 |
xianda shares |
83.6 |
september 25 |
yonghui supermarket |
350.7 |
september 27 |
tongdahai |
107 |
september 25 |
special delivery service |
84.5 |
september 23 |
karen shares |
265.68 |
september 24 |
guoguang co., ltd. |
224.55 |
september 24 |
guangdong feed |
445.97 |
september 27 |
airong software |
82 |
september 23 |
longgao shares |
39.77 |
september 24 |
haili biotechnology |
148.1 |
september 26 |
shenglan shares |
2.81 |
september 23 |
guolin technology |
21 |
september 20 |
guolin technology |
11.77 |
september 20 |
guolin technology |
15.76 |
september 20 |
helen zhe |
110 |
september 21 |
huaren pharmaceutical |
579.3 |
september 20 |
wanma shares |
295.99 |
september 25 |
wanma shares |
0.05 |
september 25 |
wanma shares |
10.55 |
september 25 |
beidou star |
246.46 |
september 21 |
jushen shares |
0.31 |
september 24 |
jushen shares |
128.49 |
september 24 |
company nine |
69.26 |
september 21 |
hangya technology |
43.63 |
september 20 |
pumen technology |
38 |
september 21 |
pumen technology |
58 |
september 21 |
pumen technology |
332 |
september 21 |
yuncong technology |
539.85 |
september 20 |
haili biotechnology |
115.5 |
september 26 |
pinwo food |
99.5 |
september 20 |
shenglan shares |
9 |
september 23 |
china railway assembly |
9.06 |
september 20 |
helen zhe |
871.27 |
september 21 |
kemet qi |
173.83 |
september 28 |
beidou star |
296.8 |
september 21 |
ou jing technology |
51.93 |
september 21 |
xinyu people |
27.63 |
september 20 |
xinyu people |
45.01 |
september 20 |
shenglan shares |
16.19 |
september 23 |
tianmai technology |
23.24 |
september 18 |
sijin intelligence |
32.2 |
september 19 |
truesight |
10.24 |
september 20 |
dengyun shares |
214.19 |
september 20 |
medium drone |
562.18 |
september 18 |
ruineng technology |
200 |
september 19 |
mountain outside the mountain |
193.77 |
september 19 |
(data source: oriental fortune network)
with the continuous impact of major policies, how will the market go?
recently, stimulated by favorable policies, a-shares have experienced a sharp rise.
on september 24, pan gongsheng, governor of the people's bank of china, announced a number of favorable policies, including lowering the deposit reserve ratio and policy interest rates; lowering existing mortgage interest rates and unifying the minimum down payment ratio for mortgages; and creating new monetary policy tools to support the stability of the stock market. development etc.
on september 26, the political bureau of the cpc central committee stated at a meeting that it is necessary to increase the countercyclical adjustment of fiscal and monetary policies, reduce deposit reserves, and implement powerful interest rate cuts.
on september 27, the central bank implemented an interest rate cut and an rrr cut.
wind data shows that in the past five trading days, the shanghai composite index has risen by 12.81%, the shenzhen component index has risen by 17.83%, and the beijing securities 50 has risen by 18.16%.
as for how long this wave of rising prices can last, liu yuhui, director of the china chief economists forum, said that the next six months will be a time for intensive policy implementation. there is still considerable room for the market to rise in the future. the current turning point is "too urgent and too urgent." in the case of "steep", the correction of the upward slope may occur at any time, but the overall trend must be an upward shock.
the huajin securities research report pointed out that the current rise is still in its early stages and is likely to continue in the short term. first, in terms of policy, there is a high probability that it will continue to be positive in the short term: first, the overall tone has turned positive, which may bottom out credit and lead to a recovery in a-share valuations; second, the specific policy direction and intensity have been very clear, raising expectations for economic recovery, a therefore, the valuation of the stock market is likely to recover. second, in terms of external events, short-term risks are limited and most likely to be positive: first, the global liquidity easing cycle has begun after the federal reserve cut interest rates; second, the risk of short-term friction between china and the united states is relatively small.