SuperMap(300036) 证券时报网·2024-12-11 02:00Regulatory Action - Longhui Investment received a warning letter from the Beijing Securities Regulatory Bureau for failing to disclose information and halt trading after its shareholding in SuperMap Software exceeded 5% [1] - Longhui Investment's shareholding in SuperMap Software reached 5.26% as of November 28, 2024, triggering the disclosure requirement [1] - The regulatory action will be recorded in the securities and futures market integrity file [1] Longhui Investment's Trading Activity - Longhui Investment significantly increased its holdings of SuperMap Software from October 18 to November 28, 2024, purchasing 23.6717 million shares, representing 4.9% of the total shares [1] - As of November 28, 2024, Longhui Investment held 25.3869 million shares of SuperMap Software, with a market value of 473 million yuan based on the December 10 closing price of 18.63 yuan per share [2] - Longhui Investment's total assets under management range from 1 to 2 billion yuan, making its investment in SuperMap Software a significant portion of its portfolio [2] SuperMap Software Overview - SuperMap Software focuses on geographic information software and spatial intelligence, developing fully domestically controllable software products [2] - The company is deeply involved in the construction of Digital China, digital government, and enterprise digitalization [2] - SuperMap Software reported net profits of -339 million yuan in 2022, 152 million yuan in 2023, and 26.31 million yuan in the first three quarters of 2024, with year-on-year changes of -217.75%, 144.92%, and -80.58% respectively [2] Longhui Investment's Portfolio Concentration - As of the third quarter of 2024, Longhui Investment's products appeared in the top ten circulating shareholders of four stocks, with a total market value of 1.114 billion yuan [3] - Longhui Investment's largest holding is in Meihua Biological, with a market value of 1.007 billion yuan as of the third quarter of 2024 [3] - Longhui Investment's other holdings include AECC Aviation Power (42.4898 million yuan), Longshine Technology (59.1317 million yuan), and Xinjiang Talimu Agriculture Development (4.9562 million yuan) [3] Historical Trading Patterns - Longhui Investment first traded SuperMap Software in November 2021, but the trading volume was relatively small at that time [1] - Longhui Investment's product "Longhui Huichen Strategic Investment" has been a top ten circulating shareholder of Meihua Biological since its establishment in October 2018, with holdings fluctuating over time [3]