This week, Guodian Nari, Desay SV, and Bank of Beijing each increased their holdings by more than 10 billion yuan in market value, focusing on December 28, when the ban on restricted stocks with market value of 93.895 billion yuan was lifted. In addition, Rambo Technology, whose share price has plummeted recently, will also usher in the lifting of a large number of initial restricted shares this week.
According to the announcement, on December 28, Guodian NARI has listed 1.649 billion restricted stocks for major asset restructuring, accounting for 35.67% of the total share capital. Based on the latest closing price (the same below), the lifted market value is as high as 42.55 billion yuan. After the lifting of the ban, Guodian Nanrui is almost in full circulation.
This is the share issued by Guodian NARI to its controlling shareholder NARI Group Co., Ltd. (hereinafter referred to as NARI Group) and State Grid Electric Power Research Institute Co., Ltd. (hereinafter referred to as State Grid Electric Power Research Institute) three years ago. The State Grid Electric Power Research Institute is the sole shareholder of NARI Group, holding 100% of its shares.
Guodian NARI is a professional provider of power automation software and hardware development and system integration services. The company's performance has maintained positive growth for five consecutive years. In the first three quarters of 2020, the company achieved operating income of more than 20 billion yuan, a year-on-year increase of 16.99%; the net profit attributable to shareholders of listed companies was 2.549 billion yuan, a year-on-year increase of 18.74%. Revenue and net profit rose at the same time.
During these three years, Guodian NARI's stock price fluctuated up and down. Previously, the fixed issue price was 13.63 yuan/share, and the latest share price of Guodian NARI was 25.81 yuan/share. Adding dividends and other income, the shareholder income involved in lifting the ban has reached 100%.
Although the amount and amount involved in the lifting of the ban are huge, and shareholder income has doubled, the impact of the lifting of the ban on the stock price of Guodian NARI is limited. The shares are concentrated in the hands of the controlling shareholder, but the controlling shareholder has not yet proposed a reduction plan. Details of the cancellation of the ban on restricted shares of Guodian NARI.
Desai Siwei, which was listed three years ago, lifted the ban on 428 million shares, with a market value of 30.524 billion yuan, accounting for 77.73% of the total share capital, which was 3.49 times the issuance before the ban was lifted.
The performance of this auto parts company fell in the first two years of its listing, but it has achieved good results in the most recent financial cycle. In the first three quarters of 2020, Desay SV’s operating income was 4.298 billion yuan, a year-on-year increase of 21.22%; the net profit attributable to shareholders of listed companies was 318 million yuan, a year-on-year increase of 123.02%. The company's stock price rise in the past year has also been synchronized with the growth of performance, the increase has more than doubled.
Desay 4D has been deployed in the field of intelligent driving in recent years, and the L3 autonomous driving domain controller has been mass-produced on Xiaopeng models. In addition, the company has established a R&D team in Singapore to develop L4 and L5 autonomous driving and automotive network security technologies.
Bank of Beijing's 13.8 billion fixed-income restricted shares were lifted, and the relevant shareholders made losses rather than profits. The three-year investment loss exceeded 20%. Seven shareholders were lifted the ban, namely the Bank of England. 5. Beijing State-owned Assets Management Co., Ltd., Beijing Energy Group Co., Ltd., Sunshine Life Insurance Co., Ltd., Sunshine Property Insurance Co., Ltd., China Three Gorges Group Co., Ltd., Beijing Li Andong Investment (Group) Co., Ltd...
In addition, this week, Rambo Technology needs to lift the ban. The company's stock price has been ups and downs this year. The limit has been lowered for eight consecutive times recently. The company's stock price has fallen from a high of 60 yuan to 22.39 yuan, and the stock price has fallen to about one-third of the previous one. All gains since June have declined. But the latest stock price is 2.47 times higher than the issue price of 6.46 yuan per share.
This time, Lanbo Technology faces the lifting of the ban on 72 million initial restricted stocks, with a market value of 1.612 billion yuan. A total of 8 shareholders were lifted, namely Jintan Juntai Investment Consulting Co., Ltd., Changzhou legal person shareholder, natural person shareholder Qi Jianguo, Qi Qianchao, Fan Xiaoyou, Fan Xiaofa, Fan. Although the profits have flown a lot, there is still a certain incentive to lift the shareholder ban before the profits are huge.
Wind statistics show that a total of 7.229 billion restricted shares were listed in 61 companies this week, with a market value of 114.643 billion yuan.
In addition, eight listed companies were lifted this week, namely Bank of Beijing, Guodian NARI, Desay SV, Hongguang Technology, Xudong Optoelectronics, I Love My Home, Mitutoyo Smart and *Shengtianrun.
At the same time, eight listed companies with a market value of more than 1 billion yuan, including Guodian NARI, Desay Siwei, Bank of Beijing, Hongguang Technology, Changchun Gaoxin, Platinum New Materials, Langbo Technology, and Tang Yixin, have been lifted.
In addition, there are 6 companies that have more than doubled the number of outstanding shares before the lifting of the ban, namely Desay Siwei, Langbo Technology, Platinum New Materials, Hongguang Technology, Shanghai Linhe Longsoft Technology, and they are the first batch of restricted sales. share. Due to the large increase in tradable shares, the lifting of the ban on restricted shares of such companies has a relatively large impact on their stock prices.
According to the types of restricted stocks, there are 12 restricted stocks for original shareholders, 29 private equity institutions, 16 restricted stocks for equity incentives, 2 additional pledged restricted stocks for listing, 1 common stock for equity incentives, and 1 initial common stock. 1 first institutional allotment stock.