At present, listed pharmaceutical equipment companies have basically disclosed their 2022 semi-annual reports, and overall, most of the company's performance has achieved growth
.
However, the author notes that although the performance of the head enterprises has maintained high growth, from the perspective of the institutional positions reported by these companies, the number of their institutional positions has decreased
compared with the end of 2021.
The performance of pharmaceutical machinery enterprises in the first half of the year increased, but the number of institutional positions decreased (Source: Pharmaceutical Network)
Dongfulong: The number of institutional positions decreased by nearly 20
Dongfulong: The number of institutional positions decreased by nearly 20
According to Dongfulong's 2022 semi-annual report, as of the end of June 2022, the total number of common shareholders of Dongfulong was about 21,000, an increase
from 20,000 at the end of the third quarter of last year.
The industry believes that the increase in the number of shareholders indicates that small and medium-sized retail investors have taken over the chips thrown by institutions
.
In the first half of this year, Dongfulong's performance maintained a growth trend, achieving operating income of 2.
427 billion yuan, an increase of 34.
11% year-on-year; Net profit attributable to shareholders of listed companies was 403 million yuan, an increase of 18.
33%
year-on-year.
The Company attributed the increase in operating income to the Company's increased production capacity during the reporting period and strengthened its domestic and international order delivery capabilities
.
However, in the first half of this year, many institutions reduced their positions in Dongfulong
.
According to statistics, at the end of 2021, a total of 334 institutions held positions in Dongfulong, with a cumulative number of shares held by 143 million shares and a cumulative market value of 7.
212 billion yuan
.
According to the 2022 interim report of Dongfulong's institutional holdings, by the end of June 2022, a total of 305 institutions held Dongfulong, with a cumulative number of shares held by 91.
3817 million shares, and the cumulative market value of shares held by 3.
099 billion yuan
.
Among the common shareholders or top 10 shareholders holding more than 5% of the shares, Hong Kong Securities Clearing Co.
, Ltd.
reported that the number of shares held at the end of the period was 12 million shares, a decrease of 7.
2723 million shares during the reporting period, and the China Construction Bank Co.
, Ltd.
-Hui Tianfu Innovative Pharmaceutical Theme Hybrid Securities Investment Fund decreased by 4.
7276 million shares to 3.
2169 million shares
。 The additional positions include China Merchants Bank Co.
, Ltd.
- Hui Tianfu Medical Services Flexible Allocation Hybrid Securities Investment Fund, Taikang Life Insurance Co.
, Ltd.
- Investment Link - Industry Allocation, Bank of China Co.
, Ltd.
- Qianhai Open Source Medical Health Flexible Allocation Hybrid Securities Investment Fund, Shanghai Gaoyi Asset Management Partnership (Limited Partnership) - Gao Yi Xiaofeng No.
2 Letter Fund, China Foreign Economic and Trade Trust Co.
, Ltd.
- Foreign Trade Trust - Gao Yi Xiaofeng Hongyuan Collective Fund Trust Plan
。
Chutian Technology: The number of institutional positions decreased by 48
Chutian Technology: The number of institutional positions decreased by 48
The same thing happened to Chutian Technology
.
Chutian Technology 2022 interim report shows that the company's main revenue of 2.
871 billion yuan, up 20.
04% year-on-year; Net profit attributable to the mother was 299 million yuan, up 26.
74%
year-on-year.
During the reporting period, the total number of common shareholders of Chutian Technology was 19,922
.
As of June 30 this year, Chutian Technology had a total of 124 institutional positions, a decrease of 48 compared with 192 institutions at the end of 2021, and the total number of shares held was 33,000 shares, which was also reduced from the end of 2021, with a stock market value of 5.
839 billion yuan, while the market value of shares held at the end of 2021 reached 8.
796 billion yuan
.
However, judging from the shareholding of ordinary shareholders or top 10 shareholders holding more than 5% of the shares, many institutions increased their positions in Chutian Technology in the first half of the year, including Hong Kong Securities Clearing Co.
, Ltd.
, China Merchants Bank Co.
, Ltd.
- Anxin Pharmaceutical and Health Theme Stock Initiated Securities Investment Fund, Industrial and Commercial Bank of China Co.
, Ltd.
- Haifutong Reform Driven Flexible Allocation, Taikang Life Insurance Co.
, Ltd.
- Investment Link - Industry Allocation, etc
.
Among the top ten outstanding shareholders, there are also shareholders who have reduced their holdings, such as Xu Ying's number of shares held at the end of the reporting period was 3.
7181 million shares, and the number of shares in the reporting period was reduced by 1.
5532 million shares
.
Canaan Technology was reduced by shareholders after dividends
Canaan Technology was reduced by shareholders after dividends
In addition, Canaan Technology, which achieved growth in revenue and net profit in the first half of the year, was reduced by shareholders shortly after the dividend
.
On the evening of September 20, Canaan Technology announced that the controlling shareholder Canaan Group and the shareholder Nanjing Bisun intend to reduce the shares
of Canaan Technology by no more than 4% due to capital needs.
Among them, Canaan Group reduced its holdings by no more than 14.
9327 million shares (accounting for 3% of the total share capital) in the form of a centralized auction, and Nanjing Bisun reduced its holdings by no more than 4.
9776 million shares (accounting for 1% of the total share capital)
by way of block trading.
According to the semi-annual report, the controlling shareholder, Canaan Group, holds 97.
9727 million shares of Canaan Technology (accounting for 19.
68% of the total share capital), and Nanjing Bisun holds 12.
563 million shares (2.
52% of the total share capital), making it the third largest shareholder
.
In June this year, Canaan Technology released the 2021 annual profit distribution and capital reserve fund conversion to equity capital plan, the company based on the total share capital of 293 million shares, to all shareholders for every 10 shares of cash dividend of 0.
6 yuan (including tax), while the capital reserve fund for every 10 shares to increase 7 shares, a total increase of 205 million shares
.
In the industry's view, the current reduction may not be a good time, especially for Canaan Technology and other stocks
that are in the "tepid" stock price.
