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增持策略周报(20260126-20260201)-20260202
Yuan Da Xin Xi· 2026-02-02 11:44
Key Points - The report highlights the recent increase in shareholding by major stakeholders in several A-share listed companies, indicating confidence in their long-term value and growth potential [10][12]. - Key companies to focus on include Jintian Copper, Pianzaihuang, and Sanofi Biologics, each demonstrating significant management confidence through share buybacks or increases in shareholding [14][20][26]. Group 1: Jintian Copper - Jintian Copper's controlling shareholder plans to increase holdings by no less than 50 million RMB and no more than 100 million RMB, representing an average of 0.36% of the total market value [11][14]. - The company is a leader in copper and copper alloy materials, with a complete industrial chain and a focus on rare earth permanent magnet materials, serving sectors like new energy vehicles and clean energy [14][16]. - Jintian Copper is also the largest recycler of copper in China, emphasizing its commitment to green and low-carbon development [15][16]. Group 2: Pianzaihuang - Pianzaihuang's controlling shareholder plans to increase holdings by no less than 300 million RMB and no more than 500 million RMB, which is about 0.42% of the total market value [12][20]. - The company specializes in traditional Chinese medicine, with its core product, Pianzaihuang, having a history of nearly 500 years and protected formulation techniques [21][22]. - Pianzaihuang is expanding its product line into liver disease, cold medications, and skincare, while also upgrading its pharmaceutical distribution business [22][23]. Group 3: Sanofi Biologics - The Vice Chairman and General Manager of Sanofi Biologics increased her holdings by 1,017.8 million RMB, representing 0.1% of the total shares [12][26]. - The company focuses on diabetes and chronic disease management, transitioning from single glucose monitoring to a multi-parameter detection system [26]. - Sanofi Biologics has expanded its market presence to 187 countries and regions, developing a comprehensive sales system and innovative healthcare solutions [26].
金田股份:公司暂未进行股份回购
Mei Ri Jing Ji Xin Wen· 2026-02-02 08:37
每经头条(nbdtoutiao)——曾卖劳斯莱斯、保时捷等豪车,汽车销售巨头宝利德如今破产清算:杭州 总部已人去楼空,义乌子公司贴上了封条 (记者 曾健辉) 每经AI快讯,金田股份2月2日晚间发布公告称,截至2026年1月31日,公司暂未进行股份回购,后续将 根据市场情况择机实施本次回购计划。 ...
金田股份:截至2026年1月29日前十大流通股东持股占比56.63%
Mei Ri Jing Ji Xin Wen· 2026-02-02 08:31
每经AI快讯,金田股份2月2日晚间发布公告称,宁波金田铜业(集团)股份有限公司于2026年1月27日 召开第九届董事会第十二次会议,审议通过了《关于以集中竞价交易方式回购公司股份方案的议案》。 现将公司2026年1月29日前十大无限售条件股东披露如下:宁波金田投资控股有限公司持约4.23亿股, 占比24.49%;楼国强持约3.22亿股,占比18.63%;楼国君持约5274万股,占比3.05%;宁波金田铜业 (集团)股份有限公司回购专用证券账户持约3928万股,占比2.27%;宁波金田铜业(集团)股份有限 公司-2025年员工持股计划持约3035万股,占比1.76%;楼城持约2845万股,占比1.65%;楼静静持 2825万股,占比1.63%;香港中央结算有限公司持约2340万股,占比1.35%;楼云持1800万股,占比 1.04%;楼国华持约1307万股,占比0.76%。前十大流通股东合计持股约9.79亿股,占比56.63%。 (记者 曾健辉) 每经头条(nbdtoutiao)——曾卖劳斯莱斯、保时捷等豪车,汽车销售巨头宝利德如今破产清算:杭州 总部已人去楼空,义乌子公司贴上了封条 ...
金田股份:暂未进行股份回购
Ge Long Hui· 2026-02-02 08:07
格隆汇2月2日丨金田股份(601609.SH)公布,截至2026年1月31日,公司暂未进行股份回购,后续将根据 市场情况择机实施本次回购计划。 ...
金田股份(601609) - 金田股份关于以集中竞价交易方式回购公司股份的进展公告
2026-02-02 08:00
1 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: | 回购方案首次披露日 | 2026/1/30 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2026 1 27 年 月 26 | 年 | 月 | 日~2027 | 1 | 日 | | 预计回购金额 | 20,000万元~40,000万元 | | | | | | | 回购用途 | □减少注册资本 □用于员工持股计划或股权激励 √用于转换公司可转债 | | | | | | | | □为维护公司价值及股东权益 | | | | | | | 累计已回购股数 | 0万股 | | | | | | | 累计已回购股数占总股本比例 | 0.00% | | | | | | | 累计已回购金额 | 0万元 | | | | | | | 实际回购价格区间 | 0.00元/股~0.00元/股 | | | | | | | 证券代码:601609 | 证券简称:金田股份 公告编号:2026-008 ...
金田股份(601609) - 金田股份关于股份回购事项前十大股东和前十大无限售条件股东持股情况的公告
2026-02-02 08:00
| 证券代码:601609 | 证券简称:金田股份 | 公告编号:2026-009 | | --- | --- | --- | | 债券代码:113046 | 债券简称:金田转债 | | 特此公告。 | 序号 | 股东名称 | 持股数量(股) | 占总股本的 | | --- | --- | --- | --- | | | | | 比例(%) | | 1 | 宁波金田投资控股有限公司 | 423,284,500 | 24.49 | | 2 | 楼国强 | 322,115,500 | 18.63 | | 3 | 楼国君 | 52,738,000 | 3.05 | | 4 | 宁波金田铜业(集团)股份有 限公司回购专用证券账户 | 39,279,277 | 2.27 | | 5 | 宁波金田铜业(集团)股份有 限公司-2025年员工持股计划 | 30,348,000 | 1.76 | 一、前十大股东持股情况 1 | 6 | 楼城 | 28,450,093 | 1.65 | | --- | --- | --- | --- | | 7 | 楼静静 | 28,250,000 | 1.63 | | 8 | 香港中央结算有限 ...
宁波金田铜业(集团)股份有限公司 关于以集中竞价交易方式回购公司股份的 回购报告书
Xin Lang Cai Jing· 2026-01-30 23:30
Core Viewpoint - The company plans to repurchase shares with a total amount between RMB 200 million and RMB 400 million, primarily to convert its convertible bonds, using funds from a special loan and its own capital [2][6][13]. Group 1: Repurchase Plan Details - The repurchase amount will not exceed RMB 400 million and will be sourced from a special loan of up to RMB 360 million from Shanghai Pudong Development Bank and the company's own funds [2][13]. - The repurchase price will not exceed RMB 16.84 per share, which is 150% of the average trading price over the previous 30 trading days [2][11]. - The repurchase will be conducted through centralized bidding and is set to occur within 12 months from the board's approval date [2][9]. Group 2: Purpose and Impact - The purpose of the repurchase is to enhance investor confidence and reflect the company's belief in its future development [6]. - The repurchased shares will be used for converting the company's convertible bonds, and the company does not anticipate any significant impact on its financials or operations from this repurchase [15][20]. Group 3: Shareholder Plans - As of the announcement date, key shareholders, including directors and senior management, have no plans to reduce their holdings in the next three to six months [2][18]. - The controlling shareholder plans to increase their stake in the company within the next 12 months, with a total investment between RMB 50 million and RMB 100 million [16][18]. Group 4: Regulatory Compliance and Disclosure - The company will comply with all relevant regulations regarding share repurchase and will disclose information as required during the repurchase period [25]. - A special account for the share repurchase has been established with the China Securities Depository and Clearing Corporation [25].
宁波金田铜业(集团)股份有限公司关于以集中竞价交易方式回购公司股份的回购报告书
Shang Hai Zheng Quan Bao· 2026-01-30 22:31
Core Viewpoint - Ningbo Jintian Copper Industry (Group) Co., Ltd. plans to repurchase shares through centralized bidding, with a total amount between RMB 200 million and RMB 400 million, primarily to convert company convertible bonds [2][6]. Summary by Sections Repurchase Plan - The repurchase amount will not be less than RMB 200 million and not exceed RMB 400 million [2]. - The funding sources include a special loan from Shanghai Pudong Development Bank (not exceeding RMB 360 million) and the company's own funds [2][13]. - The repurchase price will not exceed RMB 16.84 per share, capped at 150% of the average trading price over the previous 30 trading days [2][12]. - The repurchase will occur within 12 months from the board's approval date, specifically from January 27, 2026, to January 26, 2027 [2][9]. Purpose and Use of Repurchased Shares - The purpose of the repurchase is to enhance investor confidence and protect their interests, reflecting the company's confidence in its future development [6]. - The repurchased shares will be used for converting the company's convertible bonds [6][17]. Implementation and Conditions - The repurchase will be conducted via centralized bidding [8]. - The company will not repurchase shares during specific periods that could significantly impact stock prices [10]. - The repurchase plan may be terminated early if the maximum funding is reached or if the board decides to terminate it [9]. Financial Impact - As of September 30, 2025, the company's total assets were approximately RMB 28.79 billion, with net assets of about RMB 10.18 billion [13]. - If the maximum repurchase amount is utilized, it would represent 1.39% of total assets, 3.93% of net assets, and 1.85% of current assets, indicating a low impact on the company's financials [13][14]. Shareholder Plans - Major shareholders, including the controlling shareholder, have no plans to reduce their holdings in the next three to six months [2][16]. - The controlling shareholder plans to increase their stake in the company within a specified range and timeframe [15][16]. Regulatory Compliance - The company has opened a dedicated account for the repurchase in compliance with regulations [23]. - The company will fulfill its information disclosure obligations throughout the repurchase period [23].
金田股份(601609) - 金田股份关于以集中竞价交易方式回购公司股份的回购报告书
2026-01-30 08:16
| 证券代码:601609 | 证券简称:金田股份 公告编号:2026-007 | | --- | --- | | 债券代码:113046 | 债券简称:金田转债 | 宁波金田铜业(集团)股份有限公司 关于以集中竞价交易方式回购公司股份的回购报告书 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示: ● 回购股份资金来源:上海浦东发展银行股份有限公司宁波分行(以下简称 "浦发银行")提供的专项贷款及公司自有资金,其中该专项贷款金额不超过人 民币 3.60 亿元; ● 回购股份用途:用于转换公司可转债; ● 回购股份价格:不超过人民币 16.84 元/股(含),该回购价格上限不高 于董事会审议通过回购决议前 30 个交易日公司股票交易均价的 150%; ● 回购股份方式:集中竞价交易方式; ● 回购股份期限:自公司董事会审议通过回购股份方案之日起 12 个月内(即 2026 年 1 月 27 日至 2027 年 1 月 26 日); ● 相关股东是否存在减持计划:经问询,截至本公告披露日,公司董事、高 级管理人员 ...
金田股份2025年净利预增51.50%至73.14% 同步推回购增持计划
Zheng Quan Ri Bao Wang· 2026-01-30 05:10
本报讯(记者吴奕萱见习记者王楠)1月30日,宁波金田铜业(集团)股份有限公司(以下简称"金田股份 (601609)")发布2025年度业绩预告,公司预计全年实现归母净利润7亿元至8亿元,同比增长51.50%至 73.14%;实现扣非归母净利润4.40亿元至5.28亿元,同比增长29.95%至55.94%。 对于业绩增长原因,金田股份在公告中表示,核心源于三大举措。一是公司持续推进"产品、客户双升 级",深化新能源、高端装备等高附加值领域布局;二是海外市场拓展成效显著,销量与业务占比稳步 提升;三是数字化建设优化管理流程,经营效率与资产运营质量同步改善,带动产品毛利和整体盈利能 力提升。 此外,公司控股股东计划自1月30日起12个月内,以自有及自筹资金增持5000万元至1亿元公司股份,且 未设定价格区间。 同日,金田股份同步推出资本动作,计划在董事会审议通过回购方案后的12个月内(2026年1月27日至 2027年1月26日),以自有资金及银行专项贷款回购A股股份,资金规模为2亿元至4亿元,回购价格上限 16.84元/股,用于可转债转换。 ...