增持回购策略周报

Group 1: A-Share Companies' Increase in Holdings - From June 17 to June 21, 2024, a total of 29 companies announced increases in holdings, including companies like Lege Co., Ltd. and Tongwei Co., Ltd. [1][15] - During the same period, Lege Co., Ltd.'s actual controller plans to increase holdings by 10-20 million yuan, accounting for 0.20%-0.40% of the market value on the announcement date [4][15] - Tongwei Co., Ltd.'s controlling shareholder intends to increase holdings by 1-2 billion yuan, representing 0.90%-1.80% of the market value on the announcement date [4][15] Group 2: A-Share Companies' Buyback Situation - From June 17 to June 21, 2024, a total of 172 companies announced buyback plans, with 39 companies meeting the criteria of having more than 10 rating agencies [6][26] - Tongwei Co., Ltd. plans to repurchase shares worth 2-4 billion yuan for employee stock ownership or equity incentive plans, which is 2.04%-4.08% of the market value on the announcement date [6][26] - In the period from January 1 to June 21, 2024, 3,930 companies announced buybacks, with 672 companies filtered based on the same criteria [7][34] Group 3: Investment Recommendations - It is recommended to focus on companies with significant increases in holdings and positive fundamentals, such as Petty Holdings [8] - For buybacks, attention is drawn to companies that plan to cancel shares and those with substantial buyback ratios, including Kangyuan Pharmaceutical and Baosteel [8]