A Shares Reappear After 19 Months.

Since May, the major shareholders of many listed companies have increased their market capitalization to over 100 million yuan. In a short time, the increase became a trend. In this situation, since May, shareholders (excluding executives and individual shareholders, the same below) have increased the market value of the cumulative announcement to 3 billion 82 million yuan, which has exceeded the 1 billion 64 million yuan announcement in the same period. This has prompted the A shareholders' net holdings to appear again after a lapse of 19 months.

Shareholders' holdings of listed companies suddenly increased.

Since May, individual listed companies still face greater pressure on shareholders to reduce their holdings, but on the whole, the strength of shareholder reduction is weakening, and the phenomenon of shareholders' holdings has gradually become a trend. Statistics show that since May, the total market share of A share listed companies has been reduced by only 1 billion 64 million yuan, but the total market value of the announcement increased rapidly to 3 billion 82 million yuan in the same period. This prompted the A share market to appear again.

Since May, there are many cases of executives and individuals' holdings. However, because of their small market capitalization, they only have symbolic significance. For example, since May, Zun Zongshen, an executive of Zong Shen power (001696), has increased 1 million shares and increased its market value to 10 million 150 thousand yuan. Compared with executives and individuals, big shareholders of listed companies and their concerted actions will no longer stay on the symbolic level, but will have the potential to "copy the bottom". Statistics show that since May, a total of 11 listed companies have issued large shareholders or their concerted action frequently launched to carry out large-scale announcement.

Among them, China Three Gorges Corporation, the largest shareholder of Changjiang Electric Power (600900), has increased 109 million 850 thousand shares and increased its market value to 1 billion 428 million yuan. At the same time, Guodian power (600795), the largest shareholder of China Guodian group, is also unwilling to lag behind, buying 81 million 530 thousand shares together, announcements increasing its market value to 543 million yuan, and catching up with major shareholders of Yangtze Power (600900). In addition, the concerted action of CICC south of the Five Ridges (000060)'s large shareholders, Shenzhen Guangsheng Investment Co., has finally been unable to restrain itself and joined the army. It is worth noting that Shenzhen Guangsheng Investment Co., Ltd. has bought 31 million 690 thousand shares in three times since May, and its market value has increased to 439 million yuan. It has become the largest shareholder of the largest shareholder since May.

19 months after shareholders net holdings reappear

Since the major shareholders of listed companies have joined in actively, the increase of shareholders' holdings since May has greatly increased the cumulative market value of shareholders since May. The market value has reached 3 billion 82 million yuan, which has exceeded the 1 billion 440 million yuan announcement in the same period, and the phenomenon of net shareholder holdings in the A share market has appeared again after 19 months. Information statistics show that in the monthly unit, the last time the shareholders' net holdings occurred in the A share market was in October 2008, and the total market value of the listed companies' shareholders increased by 1 billion 105 million yuan in the same month. The market value of the announcement was only 1 billion 12 million yuan. Compared with October 2008, the phenomenon of net shareholder equity increase in May this year seems to be more intense than that in October 2008.

Analysts pointed out that shareholders of listed companies have always been more comfortable with their stock prices. In October 2008, when the A share market was at the end of bear market, the phenomenon of large shareholder net holdings increased significantly, and the stock price of the listed companies played a good role in promoting the A share market. Coincidentally, the current market is also at a relatively low level. When investors feel lost, the phenomenon of large shareholders' net holdings appears again, which undoubtedly makes many investors in front of them: is the market going to start a strong journey?

Properly grasp the shareholder's increase in stock market

Analysts pointed out that although temporarily unable to accurately determine where the low point of the market is, but when the current market is relatively low, it seems a bit inappropriate to look at it empty. For the bottom of the market, we can not jump to conclusions at the moment, but it does not prevent investors from catching the relevant opportunities. Stocks that are facing shareholders' holdings and holdings have seen rapid differentiation since May. Since May, only 40% of the shareholders who have announced the reduction of shareholders' holdings have won the same period of market share, while the proportion of shareholders who have increased their holdings in the announcement has exceeded 80%.

The flying music (600651), which was increased by major shareholders, has risen 17.41% since May, which is significantly stronger than the 6.87% decline in the same period. In contrast to the sharp contrast, the announcement suffered ST the Yellow Sea (600579), the second largest shareholder of Qingdao Enterprise Development Investment Co., Ltd., which has accumulated more than 26% decline since May, and lost 19.85 percentage points in the same period.

Analysts pointed out that in the short term, investors can appropriately capture short-term opportunities for shareholders to increase their holdings, and avoid risks of shareholders' shareholdings. In the medium term, the current shareholders' net holdings appear again, perhaps indicating that there will be good investment opportunities in the A stock line.