Recently, WuXi AppTec announced a new round of shareholder reduction plan
.
According to the content of the announcement, WuXi AppTec's actual controller and concerted actors will reduce their holdings by a total of no more than 65 million shares within half a year, that is, no more than 2.
2%
of the company's total share capital.
The reduction will be implemented
between December 1 this year and May 31, 2023.
If WuXi AppTec closes at 81.
94 yuan per share on November 25, the reduction will cash out about 5.
326 billion yuan
.
It is worth noting that this reduction is actually only one
of many reductions by WuXi AppTec shareholders in recent years.
According to Wind data, from August 13, 2019 to October 9, 2021, the company's significant shareholders reduced their holdings 81 times
.
Since last year, important shareholders, including actual controllers, have cashed out a total of 7.
044 billion yuan
.
This reduction is WuXi AppTec's second major reduction this year, less than 2 months
after the previous reduction.
After the last announcement of large reductions, the secondary market responded
with a drop limit.
After the announcement of the reduction, on November 28, WuXi AppTec's share price plunged 7.
16%.
However, in contrast to the falling stock price and the reduction of shareholders' holdings, WuXi AppTec's performance is actually continuing to rise, according to WuXi AppTec's third quarter report, in the first three quarters of this year, WuXi AppTec achieved revenue of 28.
395 billion yuan, a year-on-year increase of 71.
9%; The net profit attributable to the parent was 7.
378 billion yuan, a year-on-year increase of 107.
1%.
It is worth mentioning that WuXi AppTec also adjusted its full-year revenue growth target for 2022 from 68%-72% to 70%-72%.
Although they frequently reduce their holdings, many investors have expressed optimism
about it.
It is reported that star fund manager Gülen has continued to be optimistic about WuXi AppTec in the near future, and the China Europe Healthcare Fund managed by it has increased its position in the company
for nearly two consecutive quarters.
Recently, in fact, the CXO sector can be said to be a very concerned pharmaceutical segment, and the news of increasing holdings and reducing holdings has been constantly coming out, attracting the attention of many investors
.
As shown by public information, Kanglong Chemical has also been frequently reduced by important shareholders since 2022, including the company's first, fifth and sixth largest shareholders
.
Specifically, on the evening of August 5, Kanglong Chemical announced that the actual controller of the company and its concerted actors intend to reduce their holdings of no more than 27.
75 million shares, accounting for 2.
33% of the company's total share capital, and the cash amount is about 2.
2 billion yuan based on the closing price of the day.
This reduction coincides with the upper limit
of the amount it can reduce this year.
In addition, on the evening of August 23, Kanglong Chemical announced that important shareholders Xinzhong Kangcheng and Xinzhong Longcheng intend to reduce their holdings of no more than 71.
45 million shares of the company, accounting for 6% of the company's total share capital, and the cash amount will reach 5 billion yuan
according to the latest closing price.
Just the day before, the company also announced that Kangcheng and Longcheng completed a six-month reduction of holdings, cashing out billions of yuan.
.
.
However, while CXO is frequently reducing its holdings, some companies are increasing their holdings
.
For example, Kaileying announced on August 4 that it would use its own funds within 12 months from the date of the announcement to repurchase up to 2,758,600 shares of the company's shares in a centralized bidding transaction, involving funds of not less than 400 million yuan and no more than 800 million yuan
.
Industry analysts believe that regardless of whether the company reduces or increases its holdings, from the current CXO head companies such as WuXi AppTec, Tigermed, Kailaiying, Boteng, etc.
have achieved rapid growth, the CXO sector is still a track with a high growth rate in the pharmaceutical industry, and there is huge room
for development.
In the next few years, the Chinese CRO market is expected to maintain a compound annual growth rate of 29.
4%, reaching $17.
2 billion by 2023, of which the clinical research CRO market will reach $13.
3 billion.
In this context, many CXO companies will continue to maintain a positive development trend
.
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