The Two Tier Market Share Of Listed Companies Has Increased By More Than 62 Billion Yuan.

Shanghai and Shenzhen two major shareholders two tier market net holdings of 10 million yuan in addition to the number of companies as many as 496.

In the wave of industrial capital holdings, the capital alligator "Bao can" has twice raised the price of Vanke A (000002.SZ) since July, and its total holdings amounted to nearly 16 billion yuan.

As of August 4th, since July,

The two tier market holdings of important shareholders have exceeded 62 billion yuan, up to 62 billion 229 million yuan.

Since July, there has been a sharp increase in industrial capital holdings, and the increase has also reached a record high.

Since July, there has been a sharp increase in industrial capital holdings, and the increase has also reached a record high.

Since July, there has been a sharp increase in industrial capital holdings, and the increase has also reached a record high.

Faced with the downturn of the company's share price, some listed companies have accelerated the pace of self-help.

Such as the 000333.SZ group, the 1 billion yuan buy back share plan is only one month away from the formal implementation and completion.

By contrast, many companies seem to be holding up to check regulators.

As of August 4th, Shanghai and Shenzhen two major shareholders two tier market net holdings of 10 million yuan in addition to the number of companies as many as 496.

Among them, the net holdings of 121 companies are less than 100 thousand yuan, including 002007.SZ, 603699.SH, 002319.SZ, 600107.SH, China Aluminum (601600.SH), Rutai A (000726.SZ), Japan hair fine machine (002520.SZ), meinda (002034.SZ), Guangyu development (000537.SZ), Star Technology (300256.SZ) and so on.

In addition, there are more than 40 companies with a net increase of less than $10000.

Such as Shandong Zhang drum (002598.SZ), Xiamen XinDa (000701.SZ), Xianju Pharmaceutical (002332.SZ), giant power rigging (002342.SZ), Zheng Hai magnetic material (300224.SZ), Luo Niushan (000735.SZ), pagoda industries (000595.SZ), Jiuzhou electric (300040.SZ), Su Chang Cai A (000570.SZ), Chang Gao group (002452.SZ) and other important shareholders of the company's net holdings are all below 4000 yuan.

Huge sums of money for industrial capital

It is worth mentioning that,

The irrational drop has made the OTC industrial capital smell good opportunities, especially the venture capital.

According to WIND's latest statistics, as of August 4th, in the wave of industrial capital holdings, the capital Predator "Bao can" has twice raised the price of Vanke A (000002.SZ) since July, with a total increase of nearly 16 billion yuan, ranking the capital of all major capital holdings.

As early as the beginning of July, the Vanke A announcement planned to repurchase A shares at a price of 10 billion yuan and no more than 13.7 yuan, indicating the firm confidence of shareholders and management in the development of the pformation business in the future.

As of August 4th closing, Vanke

The price was 14.79 yuan, which was significantly higher than the repurchase base price of 13.7 yuan, an increase of 7.95%.

In addition to Vanke A, 601166.SH has been raised by PICC and life insurance.

In July 9th, PICC increased 281 million shares of the company, accounting for 1.47% of the total share capital of the company.

After this increase, PICC holds 1 billion 229 million shares of the company, accounting for 6.45% of the total share capital of the company's common stock.

On the same day, PICC also increased 328 million shares of the company, accounting for 1.72% of the total share capital of the company.

After this increase, it held 1 billion 276 million shares of the company, accounting for 6.70% of the total share capital of the company's common stock.

In July 9th, the lowest price of Societe Generale was 14.8 yuan, the highest price was 17.08 yuan.

Roughly calculated, PICC and life insurance cost about 10 billion yuan.

It is worth mentioning that the capital China's Liu Yiqian's Guohua life insurance has also frequently attacked in the current round of placards. Its hunting targets include 600206.SH, 000004.SZ and 600620.SH.

On the evening of August 4th, the latest announcement of Tianchen shares revealed that the company was again raised by Guohua life insurance company.

From July 28th to August 4th, Guohua life increased 22 million 890 thousand shares of the company's stock market through the two tier market, accounting for 5% of the total share capital of the company.

After the increase, Guohua life holds 10% of Tianchen's shares.

According to the survey, sunshine insurance has also raised its cards in the insurance risk predators.

(600493.SH), Kay Reed (002072.SZ), the latter's direct placards for the sun to integrate medical funds, sunshine life recognized the proportion of the fund was 82.91%.

In addition, Shanghai 600315.SH is also known for its private equity investment.

In August 1st, Shanghai Jahwa announced that the three fund products of Chongyang investment and Chongyang investment invested more than 2 million 800 thousand shares in Shanghai Jahwa holdings in July 30th, accounting for 0.416% of the total share capital of the company.

After this increase, Chong Yang investment held 33 million 957 thousand and 200 shares of Shanghai Jiahua stock, and its shareholding ratio increased from 4.633% to 5.05%.

Similarly, the private assets of thousand stone capital, as the 8 asset management plan product of the asset manager, totaled 10 million 598 thousand shares of 600233.SH from 1 to July 9th in July. The total share capital was 6.42%. The main shareholder of thousand stone capital was the general fund management limited company (holding 80%). Shanghai Bao Yin Chuang win Cci Capital Ltd (legal representative Cui Jun) and Shanghai trillion win Equity Investment Fund Management Co., Ltd. also raised the brand Xinhua Department Store (600785.SH).

Big shareholder "real gold and silver" safeguard

In response, Li Zuyuan, a researcher at CITIC Securities, said that when the market fell sharply and the price of most stocks was damaged, many listed companies increased their holdings and announced plans to increase their holdings.

Wang Hui, a researcher at CICC, believes that in the market downturn, the role of stabilizing market capitalization can be achieved by means of holdings of major shareholders, repurchase of listed companies, and equity incentives. Through the overall listing, mergers and acquisitions, injection of high-quality assets and introduction of strategic investors, the company's value can be further explored, and positive synergy will also help to enhance the market value of the company.

Statistics show that as of August 4th, when the largest shareholder has increased the absolute amount since July, China Merchants Bank (600036.SH) has increased its holdings to 3 billion 555 million yuan, ranking the largest shareholder in the list.

Following that, Zhongtian city investment (000540.SZ) has increased nearly 1 billion yuan since July.

The Cmi Holdings Ltd, the controlling shareholder of the company, increased 43 million 180 thousand and 100 shares of the company's shares in July 8, 2015, accounting for 1% of the total share capital of the company. In from July 6th to 8th, Jin Shi Qi holdings increased 102 million 855 thousand and 334 shares of the company's shares, accounting for 2.39% of the total share capital of the company.

Not only that, Zhongtian city investment also said that the future will not rule out the start of the two class market share repurchase program, the amount of repurchase 2 billion yuan.

In addition, Beijing Huaxin Liuhe Investment Co., Ltd., the largest shareholder of 601099.SH, accumulated 67 million 600 thousand shares in the company from June 23rd to July 2nd, accounting for 1.91% of the total share capital of the company. Its holdings amounted to nearly 900 million yuan, amounting to 894 million 941 thousand yuan.

After this increase, Huaxin Liuhe holds 450 million shares of the company, accounting for 12.75% of the total share capital of the company.

And Sany (600031.SH) major shareholder also fulfilled the commitment to increase at least 700 million yuan in 1 months.

In August 4th, the company announced that from July 15, 2015 to July 31, 2015, the 31 group increased the total holdings of the company by 701 million 300 thousand yuan through directional asset management plan and purchase fund share, and the 31 group had completed this increase plan.

It can be said that as a major shareholder or management of a listed company, seeing that the share price has dropped sharply below the normal valuation level, the increase in holdings is not only a matter of separation, but also reflects the role of a large shareholder and shows the value of the company to the market.

Moreover, the announcement of large shareholders' direct investment increase may be even higher.

In addition to the big shareholders' real gold and silver security, the repurchase of listed companies is also on the way.

Since July, 3 companies including the US group have implemented a share repurchase program.

On the evening of August 4th, the TCL 000100.SZ announced that as of July 31, 2015, the number of shares repurchased by the company was 8 million 458 thousand and 400 shares, accounting for 0.069%% of the total share capital of the company, with a total payment of 399 billion 981 million 320 thousand yuan.

The total amount of TCL buyout group's planned repurchase is no more than 795 million yuan.

Wang Hui said that when the stock market is in a downturn, the repurchase of shares by listed companies is conducive to maintaining the balance of company value and market value.

Take the US stock market as an example. In 2008, the global financial crisis brought down the US stock market and the S & P 500 index dropped by 50%.

Since the crisis, the proportion of US companies' cash in total assets continues to rise, but due to the uncertainty of investment prospects, the company is cautious about capital expenditure.

Instead, the price of the company's stock has been adjusted by the financial crisis, and its valuation has been low. It has become a good investment target, and some companies have been buying shares.

From the aggregate perspective, the amount of repurchase of Listed Companies in the United States in the past five years is equivalent to 1.8 times that of its IPO and the additional financing amount of the issuance rights issue. If the dividends are considered, the US listed companies will give the shareholders 3 times the equivalent of their capital requirements.

This behavior reflects the company management's recognition of the company's basic value. It is the embodiment of the management's balance between the value of the company and the market value. This is also one of the most important reasons for the US stock market's better trend in recent years.