二级市场表现方面，四方光电自2022年阶段高点迄今股价累计最大跌幅达76.79%。① This week, 10 A-share listed companies including Enjie Co., Ltd. issued shareholders' promises not to reduce their holdings. According to incomplete statistics, shareholders of more than 30 listed companies promised not to reduce their holdings since the beginning of the year. The “long-term relationship level” of Sifang Optoelectronics's three-year commitment is second only to Yasui Foods' five years; ② sort out the list of listed companies with a high shareholders' shareholding ratio that promised not to reduce their holdings (attached table).
Finance Association, Feb. 10 (Editor Liu Yue Lichen) This week, 10 listed companies, including Enjie Co., Ltd., Yitong New Materials, Wanshun New Materials, Rundu, Shentong Technology, Hangshi, Youfa Group, Xinfeng, Hengda and VeriSilicon, issued shareholders' promises not to reduce their holdings. According to incomplete statistics from the Financial Federation, in addition to the 10 listed companies mentioned above, 21 listed companies, including Nanshan Aluminum, Hengtong Co., Ltd., China Gold, Sifang Optoelectronics, Jiangsu Beiren, Luoniushan, Tebao Biotech, Qianxin, Hengyu Communications, Guobo Electronics, Yasui Foods, Pan-Asia Micro, Fumiao Technology, Carlet, Blue Shield Optoelectronics, Tianneng Co., Ltd., Haiyou New Materials, Shengyang Co., Ltd., Nengke Technology, Jinhe Industrial, and Fluorite Network, issued shareholder promises not to reduce their holdings. In addition, Fudan Microelectronics announced that some directors voluntarily extended the period of not reducing their holdings of the company's shares.
Judging from the period during which shareholders promised not to reduce their holdings, according to incomplete statistics from the Financial Federation, Sifang Optoelectronics announced on February 1 that Youhui Technology, the controlling shareholder holding 45% of the company's shares, and the shareholder Si Qingyuan Technology, which holds 10% of the shares, promised not to reduce their holdings in any way within the next 36 months from February 19, 2024 (February 19, 2024 to February 18, 2027). The “level of longevity” of the three-year commitment is second only to Yasui Foods. Sifang Optoelectronics specializes in the three major sectors of clean energy, physical logistics, and internet logistics. According to the January 27 research report of Everbright Securities, the automotive business is expected to drive the growth of Sifang Optoelectronics. In the first half of 2023, the company added about 7 million new vehicle sensor projects. The company's vehicle sensor business expanded from automotive comfort system sensors to in-vehicle air improvement devices. Vehicle sensors showed a good development trend in fuel vehicles and new energy vehicles. The company's in-vehicle sensor business, which mainly focuses on automotive comfort systems, continues to grow well; the company's power battery thermal loss monitoring sensors have been supplied in batches; the company's engine emission oxygen sensors continue to be supplied in large quantities, and product reliability has been recognized by customers.
In terms of secondary market performance, the biggest cumulative decline in Sifang Optoelectronics's stock price since its 2022 high has reached 76.79%.
Yasui Foods, a premade food leader with a total market value of 23.5 billion yuan, announced on January 25 that Guoli Minsheng, the controlling shareholder of the company, voluntarily promised not to reduce its holdings of the company in any way for 5 years, or 60 months (from January 25, 2024 to January 24, 2029) from the date the notice was issued. According to the data, Guoli Minsheng, the controlling shareholder of Yasui Foods, holds 25% of the company's shares. It is worth noting that since the listing of Yasui Foods, shareholders have reduced their holdings and cashed out more than 6.336 billion dollars. Among them, the controlling shareholder Guoli Minsheng has cashed out more than 3,074 billion dollars, Chairman Liu Mingming has cashed out more than 1,456 million dollars, general manager Huang Jianlian has cashed out more than 409 million dollars, and Deputy General Manager Huang Qingsong has cashed out more than 427 million yuan, and these are all the original shareholders of the company. In terms of secondary market performance, the biggest cumulative decline in Yasui Foods' stock price since its record high in 2021 is over 70%.
Judging from the shareholding ratio of shareholders who promised not to reduce their holdings, according to incomplete statistics from the Financial Association, in addition to Sifang Optoelectronics mentioned above, the promised shareholders of Shentong Technology, Youfa Group, Xinfengguang, Hengda, China Gold, Tebao Biotech, Fluorite Network, and Haiyou New Materials have a high shareholding ratio.
Among them, Haiyou New Materials announced on January 11 that it had received letters of commitment from Li Min and Li Xiaoyu, the company's controlling shareholders and actual controllers. The day after the announcement, Haiyou New Materials's stock price rose nearly 15% intraday.
