广百股份今日晚间披露，公司持股5%以上股东中银投资于1月15日通过证券交易所集中竞价方式减持公司股份704.03万股，占公司总股本的 1%，变动后持股比例降至6%。① In the last 11 trading days, Guangzhou Grandbuy has reached the daily price limit 6 times, while Silver Investment has precisely reduced its Shareholding by nearly 3% since January 3. ② After reaching the peak performance due to asset restructuring in 2021, Guangzhou Grandbuy has performed poorly in recent years, and the large Shareholder's consecutive Shareholding reductions may have other considerations.
On January 16, Financial Associated Press reported (journalist Xu Xuecheng) that on January 15, Silver Financial Asset Investment Co., Ltd. (hereinafter referred to as 'Silver Investment') again reduced its Shareholding in Guangzhou Grandbuy (002187.SZ), lowering the Shareholding ratio to 6%. Over the last 11 trading days, Guangzhou Grandbuy has reached the daily price limit 6 times, while Silver Investment has precisely reduced its Shareholding by nearly 3% since January 3.
Since the share issuance for asset purchase in 2021, Guangzhou Grandbuy's stock price has been sluggish for a long time, but recently it has strongly risen due to popular Concepts, providing a rare opportunity for Silver Investment to reduce losses. However, considering the performance of Guangzhou Grandbuy after restructuring, Silver Investment's Shareholding reduction may have other considerations.
In the evening of today, Guangzhou Grandbuy disclosed that Silver Investment, a Shareholder holding over 5% of the company's shares, reduced its Shareholding by 7.0403 million shares on January 15 through a centralized bidding method on the Exchange, decreasing its Shareholding ratio to 6%.
From January 3 to January 10, Silver Investment also reduced its Shareholding by 7.0404 million shares through a centralized bidding method on the Exchange; on January 14, Silver Investment reduced its Shareholding in Guangzhou Grandbuy by 6.726 million shares using the same method. In other words, since January 3, Silver Investment has cumulatively reduced its Shareholding in Guangzhou Grandbuy by more than 20 million shares, with a reduction ratio of nearly 3%.
In March 2021, the issuance of shares and Cash payment for the purchase of assets by Guangzhou Grandbuy and the related fundraising were approved. The company issued shares and paid Cash to purchase 100% equity of Friendship Group from Guangshang Capital, Guangshang Fund, Silver Investment, and Jianyin Huawen, raising supporting funds not exceeding 0.7 billion yuan. In this transaction, Guangzhou Grandbuy paid approximately 0.506 billion yuan to Silver Investment in the form of shares, thus Silver Investment obtained 62.6589 million shares of Guangzhou Grandbuy, with an issuance price of 8.08 yuan/share.
Unexpectedly, although the stock price of Guangzhou Grandbuy surged to a historical high of 19.75 yuan after the restructuring plan was disclosed, it has lingered below 8 yuan for most of the time after restructuring, still not reaching Silver Investment's cost price.
This means that since the lifting of restrictions on shares held by Silver Investment on July 7, 2022, it has found it difficult to locate suitable opportunities for Cashing out. Recently, riding on the trends of newly launched economic and duty-free Concepts, Guangzhou Grandbuy has hit the daily price limit 6 times in 11 trading days, with a cumulative increase of over 42% since January 2, and Silver Investment has continued its precise Shareholding reductions during this period. Based on average prices, Silver Investment's operation this time may result in Cashing out more than 0.16 billion yuan.
However, considering the performance of Guangzhou Grandbuy after the restructuring, Bank of China Investment's continuous Shareholding may have another consideration.
In 2021 and 2022, the non-recurring Net income of the restructuring symbol Friendship Group was only 0.152 billion yuan and 37.5896 million yuan respectively, with a cumulative performance commitment completion rate of only 62.16% from 2021 to 2022. In contrast, Guangzhou Grandbuy, during the restructuring in 2021, achieved a parent Net income of approximately 0.261 billion yuan, the highest in history. By 2022, after the restructuring, the company reported a loss of 0.143 billion yuan; in 2023, the company only earned a profit of 36.1652 million yuan. In the first three quarters of 2024, the company's Net income was over 52 million yuan, with less than 26 million yuan after deducting non-recurring items. The major shareholder's nearly 3% significant Shareholding undoubtedly has a "blow" to Guangzhou Grandbuy, which is in a low-performance period.
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
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