By the end of 2019, the number of shareholders with 31 shares of chip concentrated shares has dropped by more than 10percent

category:Finance
 By the end of 2019, the number of shareholders with 31 shares of chip concentrated shares has dropped by more than 10percent


Chips tend to be concentrated

According to statistics of data research center of securities times, by the end of January 3, more than 200 A-shares had disclosed the number of shareholders at the end of 2019, among which 137 shareholders at the end of last year had a decrease compared with that at the end of the third quarter of last year (excluding 2019 listed shares), accounting for more than 60%; 31 shareholders such as Huichuan technology, FAW car, Jiachuang video and JUNHE shares had a decrease of more than 10%.

In terms of industries, the declining number of shareholders is widely distributed in 26 industries of Shenwan, with nearly half of the six industries including mechanical equipment, computer, chemical industry, electronics, architectural decoration, medicine and biology, etc., and the trend of industry concentration is obvious.

In addition to Beixin building materials, the latest (by the end of 2019) number of shareholders decreased by more than 20% compared with the end of the third quarter, including sinoxin Saike, Siyuan electric, shensanda and mayanson, with a large concentration of chips.

In terms of performance, only 3 of the above 24 stocks have disclosed the 2019 performance forecast, which is both positive and negative.

In addition, the performance of the other two chips is expected to be good. Among them, the annual performance of Siyuan Electric is expected to increase in advance last year, and the net profit attributable to the parent company is expected to reach 442 million yuan to 589 million yuan, an increase of 50% to 100% over the same period last year. *St Yushun forecast that the annual performance of last year will turn around, and it is expected to achieve a net profit attributable to the parent of 5 million yuan to 10 million yuan.

In terms of market performance, the average increase of chips of companies with more than 10% decrease in the number of shareholders is more than 12%, far higher than the performance of the Shanghai Stock Index (4%) in the same period, and the performance of the secondary market is relatively strong. In addition to Beixin building materials, the shares of Jiejia Weichuang, Hongda blasting, Xinbao, perfect world and Yuanlong Yatu have all recently reached new record highs.

Some analysts believe that the change in the number of shareholders of the company is closely related to its secondary market performance. The smaller the number of shareholders, the more concentrated the chips are, the more likely it is to be the main control board. The probability of a big market in the future increases greatly, but the increase and decrease of the number of shareholders is not the only factor determining the rise and fall of the stock price.

5 chips

Get the capital of Beishang show the card

After the start of the year in 2020, the capital going to the north will not change the trend of warehouse addition. On the first trading day of the new year, the capital from the North came with new years gift bags, with a net inflow of more than 10 billion yuan per day. Since the opening of the interconnection mechanism, the accumulated net inflow of capital from Beishang has exceeded the trillion yuan mark.

In terms of the latest shareholding ratio of Beishang capital (January 2, 2020), among the 137 chips mentioned above, Huichuan technology, Yixintang, Beixin building materials, Huayu software and Siyuan electric have more than 5% of the latest shareholding ratio, reaching the licensing line.

Huichuan technology, whose number of shareholders has declined by more than 18%, has the largest proportion of shares held by GST, reaching 10.94%. According to the third quarter report of 2019, Lu stock Tong is the second largest shareholder of the company, with a shareholding ratio of 7.79%. From this point of view, since the end of the third quarter of last year, northbound funds have been increasing their positions. It is found that Lu stock Tong first appeared in the top ten shareholders list of Huichuan technology since the end of the second quarter of 2017, being the sixth largest shareholder of the company, with a shareholding ratio of less than 3%; at the end of the third quarter of 2017, Lu stock Tong rose to the third largest shareholder of the company, with a shareholding ratio of 4.92%. Until the end of the first quarter of 2019, the shareholding ratio of Lu stock Tong increased to 6.4%, which is the second largest shareholder of the company. At the end of the fourth quarter of last year, the number of shareholders of Yixintang decreased by 4.79% compared with that at the end of the last quarter, and the latest shareholding ratio of lufangtong reached 9.96%. At the end of the second quarter of 2018, lufangtong first appeared in the list of top ten shareholders of the company, becoming the eighth largest shareholder of the company, and by the end of the third quarter of 2019, it has become the third largest shareholder. In terms of shareholding changes, compared with the end of the third quarter of last year, there are more than 40 shares increased in the shareholding ratio of lufangtong, and six shares increased by more than 1% including Siyuan electric, Huichuan technology, Bishui, Huayu software, qianfang technology and Xinbao. Source: responsible editor of Securities Times: Zhang Meiyu nf2100

Huichuan technology, whose number of shareholders has declined by more than 18%, has the largest proportion of shares held by GST, reaching 10.94%. According to the third quarter report of 2019, Lu stock Tong is the second largest shareholder of the company, with a shareholding ratio of 7.79%. From this point of view, since the end of the third quarter of last year, northbound funds have been increasing their positions. It is found that Lu stock Tong first appeared in the top ten shareholders list of Huichuan technology since the end of the second quarter of 2017, being the sixth largest shareholder of the company, with a shareholding ratio of less than 3%; at the end of the third quarter of 2017, Lu stock Tong rose to the third largest shareholder of the company, with a shareholding ratio of 4.92%. Until the end of the first quarter of 2019, the shareholding ratio of Lu stock Tong increased to 6.4%, which is the second largest shareholder of the company.

At the end of the fourth quarter of last year, the number of shareholders of Yixintang decreased by 4.79% compared with that at the end of the last quarter, and the latest shareholding ratio of lufangtong reached 9.96%. At the end of the second quarter of 2018, lufangtong first appeared in the list of top ten shareholders of the company, becoming the eighth largest shareholder of the company, and by the end of the third quarter of 2019, it has become the third largest shareholder.

In terms of shareholding changes, compared with the end of the third quarter of last year, there are more than 40 shares increased in the shareholding ratio of lufangtong, and six shares increased by more than 1% including Siyuan electric, Huichuan technology, Bishui, Huayu software, qianfang technology and Xinbao.