Sell, sell! Whats the signal of the reduction of 2 A-share companies again?

category:Finance
 Sell, sell! Whats the signal of the reduction of 2 A-share companies again?


According to the statistics of large trading data of Shanghai Stock Exchange, through the reduction of holdings of these two companies, we life realized 441 million yuan. So far, there are only 5 listed companies with more than 5% shares held by everyone life insurance.

Among them, Eurasia Group, before the reduction, life insurance held 15.8929 million A-shares, with a shareholding ratio of 9.99%. On November 30, 2 million shares were transferred by block trading with a transaction price of 14.34 yuan / share; on December 1, 5.9385 million shares were transferred by block trading with a transaction price of 14.28 yuan / share. After the equity change, we held 7954400 A shares of Eurasia Group, with a shareholding ratio of 4.99%.

According to the data disclosed by the Shanghai Stock Exchange, the cash out of Eurasia Group is RMB 113 million.

In terms of Dashang shares, before the reduction, Dazhang life held 29.3423 million A-shares, with a shareholding ratio of 9.99%. On November 30, life insurance transferred 8.5 million shares through block trading with a transaction price of 22.44 yuan per share; on December 1, it transferred 6156400 shares through block trading with a transaction price of 22.15 yuan per share. After the reduction, Dazhang life held 14.6859 million shares of a shares, accounting for 4.99% of the total share capital of listed companies.

Through the reduction of Dashang shares, we realized 327 million yuan this time.

According to the announcement of Eurasia Group and Dashang shares, there is no plan, agreement or arrangement to increase or reduce the shares of Listed Companies in the next 12 months except for this equity change.

This reduction of shares of Eurasia Group and Dashang is not the first time that the two listed companies have been simultaneously reduced by life insurance. On July 23 of this year, Eurasia Group and Dashang Co., Ltd. announced simultaneously. From July 21 to 23, the shareholding ratio of shareholders life insurance decreased from 14.99% to 9.99%. This reduction was mainly completed through block trading, with a total realization of about 570 million yuan. (for details, please refer to the report of securities companies in China that everyone life reduced its holdings of two A-share companies in response to the new regulations on equity investment in insurance assets? These five shares may also be sold.)

After the simultaneous reduction of the two listed companies to 4.99%, there are only five listed companies with more than 5% shares held by Dazhou life insurance company: 17.84% shares in Minsheng Bank, 20.43% shares in Jindi group, 29.58% shares in COSCO Group, 9.99% shares in Tongrentang Group and 14.10% shares in Financial Street.

Such a reduction is not hard to understand. Founded in June 2019, we started the downsizing of Anbangs shareholding in the capital market after completing the undertaking of Anbangs assets and renaming. Therefore, in the past, Anbangs buying and buying is no longer in use. Nowadays, the capital market is seeing more selling, selling and selling of everyone Department after turning around.

According to incomplete statistics of securities companies Chinese reporters, since September last year, we life has reduced its holdings of heavy positions of China Construction, Vanke A, Tongrentang and other large-scale investments, and the realized amount has exceeded 20 billion yuan (including the amount of disguised cash withdrawal through EFT).

On the one hand, reduce the holding of Anbang concept shares, while making a new layout

At present, the new layout of everyones life insurance has already begun. For example, in the strategic placement list of SMIC international, a chip giant that landed on the science and technology innovation board on July 16, everyone life insurance became one of the 29 strategic placement investors, with 14.62 million shares allocated and 402 million yuan allocated. As a result, we, together with China Insurance Investment Fund (limited partnership) and Xinhua insurance, have become the only three insurance capital institutions among SMICs strategic placement investors. We insurance group once said that its participation in SMIC international strategic placement was realized by the specific operation of Dazhou asset management company. It said that it was firmly optimistic about the development of Chinas science and technology industry and semiconductor industry, and firmly optimistic about SMICs strategic position in the science and technology industry. Investment in SMIC is a strategic measure taken by the insurance group to actively implement the strategy of invigorating the country through science and technology and to serve the real economy. Source of this article: Yang Bin, responsible editor of securities companies in China_ NF4368

At present, the new layout of everyones life insurance has already begun. For example, in the strategic placement list of SMIC international, a chip giant that landed on the science and technology innovation board on July 16, everyone life insurance became one of the 29 strategic placement investors, with 14.62 million shares allocated and 402 million yuan allocated.

We insurance group once said that its participation in SMIC international strategic placement was realized by the specific operation of Dazhou asset management company. It said that it was firmly optimistic about the development of Chinas science and technology industry and semiconductor industry, and firmly optimistic about SMICs strategic position in the science and technology industry. Investment in SMIC is a strategic measure taken by the insurance group to actively implement the strategy of invigorating the country through science and technology and to serve the real economy.