Sell before rising!Hua'an Securities' unanimous actors have reduced their holdings of 52.3186 million companies.

Today (June 20), Hua'an Securities (SH600909, a stock price of 4.6 yuan, and a market value of 21.61 billion yuan) issued an announcement saying that recently, the company received the controlling shareholder Anhui National Control Group and its consistent actor Wanneng Electric Power "About reduction holdings of holdings of holdings. "Notice of Hua'an Securities Stock Progress", as of June 16, 2022, Anhui State Control Group has reduced its holdings of 50 million shares of Huaan Securities through the transaction method of large transactions, accounting for 1.06%of Hua'an Securities. The bidding transaction method has reduced the company's shares of about 2.32 million shares, accounting for 0.05%of the total shares.

Anhui National Control Group and Wanneng Electric Power throwing a reduction plan in April this year. According to the announcement, the National Control Group was reduced through the transaction on June 16, while Wanneng Power was reduced by centralized bidding on June 8 and June 9. Judging from the trend of the secondary market, Wanneng's power reduction coincides with the initial stage of the rise of Hua'an Securities this round, and it directly missed the big rebound of the securities firm sector last week.

Hua'an Securities reduction pressure still exists

According to the relevant announcement, Anhui National Control Group holds 1.182 billion shares of Hua'an Securities, accounting for 25.16%of the total number of shares of the company; Anhui Traffic Control Capital holds 176 million shares, accounting for 3.74%of the total number of equity; Anhui Energy Group holds 125 million shares , Accounting for 2.67%of the total number of shares; Anneng Power held 260 million shares, accounting for 5.53%of the total number of shares. The proportion of the four companies holding a total of 37.10%of Hua'an Securities is an unanimous action.

On April 12, Hua'an Securities issued an announcement that the above four unanimous actors intend to reduce the company's shares.

Among them, from May 6, 2022 to November 6, 2022, Anhui State Control Group intends to reduce the company's shares of the company with no more than 50 million shares, which does not exceed 1.06%of the company's total shares; Anhui Traffic Control Capital It is intended to reduce the company's shares in a concentrated bidding method of not more than 34.739 million shares, that is, no more than 0.74%of the total number of shares; Anhui Energy Group intends to reduce its holdings by centralized bidding by not more than 23.483 million shares, that is, not exceeding 0.5%of the total shares; Wanneng Power plans to reduce the holdings of no more than 70.4649 million shares by centralized bidding, that is, no more than 1.5%of the total number of shares.

The total reduction of the four companies does not exceed 178 million shares, which does not exceed 3.80%of the company's total. If there is a dividend, stock transfer, shares, and off -share dividends during the reduction period, the number of shares reductions will not be adjusted.

Combined with the reduction plan, the community transaction data, and the announcement of June 20th, it can be found that the price reduction price of Anhui National Control Group passed the large transaction on June 16 was 4.73 yuan per share, and the transaction was affordable. The buyer is the headquarters of Galaxy Securities, and the selling party is Hua'an Securities Hefei Yangtze River Middle Road Sales Department (the National Control Group is open here). Compared with the reduction plan, Anhui National Control Group has been completed this time. And Wanneng Power only reduced its holdings of the plan. Anhui Traffic Control Capital and Anhui Energy Group have not yet reduced their holdings. Therefore, the pressure reduction pressure that Hua'an Securities may face this round of this round is not over. Roughly estimated that Wanneng Electric Power, Anhui Traffic Control Capital, and Anhui Energy Group may still be reduced by about 127 million shares, and the maximum cash may be more than 580 million yuan according to the current market value.

It is worth mentioning that according to the announcement, Wanneng's power reduction time is June 8th and June 9th. In the past two days, Hua'an Securities' closing prices were 4.33 yuan and 4.32 yuan, respectively, and the fluctuation range was extremely narrow. From the four trading days from June 10th to 15th, due to the rise in the securities firm sector, Hua'an Securities also began to rise. The four trading days rose 11.56%, and it once broke through the 5 yuan mark on June 15. This means that Wanneng's electricity happened to miss this wave.

In contrast, Anhui National Control Group traded through a large parity of a community, but sold a good money, which was about 8%higher than the price reduction price of Wanneng power.

China Gold and BOCs all issued shareholders' release plan last week

After the brokerage sector rose sharply, in addition to the two shareholders of Hua'an Securities with action, some important shareholders of securities firms have proposed a planning plan.

On the evening of June 13, CICC (SH601995, the stock price was 42.23 yuan, and the market value was 203.9 billion yuan) announced. Based on its own development needs, Haierkin Ying plans to reduce holdings of A shares of the company through the disclosure of three trading days from the end of the disclosure of the announcement. 2.8%, the reduction price is determined according to the market price.

The announcement pointed out that as of the disclosure date of the announcement, Haier Jinying held 399 million A shares of the company, accounting for 8.26%of the company's total share capital. It has been listed. Based on the closing price of CICC on June 20, it is estimated that the current amount of Haierkin's plan can reach up to 5.7 billion yuan.

On June 13, BOC Securities (SH601696, stock price of 14.13 yuan, and a market value of 39.25 billion) also announced that Shanghai Financial Development Investment Fund (limited partnership) holds 54.654 million shares of unlimited and circulating shares, accounting for 1.97% of the company's total share capital Essence Due to the needs of its own funds, the financial development fund plans to use centralized bidding and/or large transactions within 6 months from the date of the announcement. 1.5%. The price reduction price is determined according to the market price and transaction method at the time of reducing holdings, and it is not lower than the price of the company's IPO issuance of stocks. Analysts are still optimistic about the two main lines of the brokerage sector

However, after the opening of the Overwhelm Securities on Thursday, there were nearly three trading days of the brokerage sector.

Judging from the current situation, brokerage analysts are still relatively optimistic about the continuity of the brokerage sector.

For example, Everbright Securities pointed out that although the securities sector was slightly recovered last Thursday, driven by the rapid amplification of sectors, continued to be optimistic about the performance of the securities industry. In addition, with the continued deepening of the capital market reform and the continuous improvement of market entities, securities firms are expected to usher in the dual catalytic of policy and low valuation repair. The current "steady growth" main offline securities sector restoration market is still worth looking forward to. You can consider two main lines: First, the leading brokers with outstanding comprehensive strength in the brokerage sector and the gradual market share of the securities firms, such as CITIC A+H shares; second, wealth management is large In the era, it benefits from the rapid development of the asset management business, Guangfa, Dongfang and Dongcai.

Daily Economic News

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