四川双马控股股东方套现约2.5亿 赛克环2年套现19.5亿

Core Viewpoint - Sichuan Shuangma (000935.SZ) announced a significant reduction in shares by major shareholders, which has implications for the company's ownership structure and market performance [1][2]. Shareholder Reduction - LAFARGE CHINA OFFSHORE HOLDING COMPANY (LCOHC) and Tianjin Saikehuan Enterprise Management Center (Tianjin Saikehuan) reduced their holdings by a total of 12,119,355 shares, representing 1.5875% of the company's total share capital [1][2]. - The reduction occurred between October 31, 2025, and November 20, 2025, with LCOHC selling 2,273,600 shares through centralized bidding and 3,786,100 shares through block trading [1]. - Tianjin Saikehuan sold 2,273,555 shares through centralized bidding and 3,786,100 shares through block trading during the same period [1]. Financial Impact - The weighted average price of Sichuan Shuangma shares during the reduction period was 20.827 yuan, leading to a total reduction amount of approximately 252 million yuan [2]. - Tianjin Saikehuan's total shares reduced amounted to 6,059,655 shares, with a total cash inflow of 126 million yuan from the sales [2]. Ownership Structure Post-Reduction - After the reduction, the combined holdings of Harmony Hengyuan, LCOHC, and Tianjin Saikehuan amounted to 392,264,314 shares, which is 51.3811% of the total share capital [2]. - The remaining shares available for reduction for LCOHC and Tianjin Saikehuan are 1,512,500 shares and 1,512,545 shares, respectively, indicating that the reduction plan is not yet fully executed [2]. Share Transfer Agreements - On January 31, 2024, Tianjin Saikehuan signed agreements to transfer 60,553,952 shares to China CITIC Financial Asset Management Co., Ltd. and 51,919,170 shares to Zhongrong Life Insurance Co., Ltd. at a price of 14.68 yuan per share, totaling approximately 1.651 billion yuan [3]. - Since March 27, 2025, Tianjin Saikehuan has cumulatively reduced its holdings by 10.419 million shares, realizing approximately 175 million yuan [3]. Cumulative Cash Outflow - Since the beginning of 2024, Tianjin Saikehuan has realized a total cash inflow of approximately 1.95 billion yuan from its share reductions [4].