增持回购策略周报

Group 1 - The report suggests focusing on companies with significant shareholding increases and positive fundamentals, specifically mentioning Lin Yang Energy, Zhejiang Dingli, Yili Te, and Xilinmen [1][26]. - Xilinmen, which focuses on soft furniture with mattresses as the core product, is expected to achieve a net profit attributable to shareholders of 428-499 million yuan in 2023, representing a year-on-year growth of 80%-110% [27]. - Zhejiang Dingli is engaged in the research, manufacturing, sales, and service of various intelligent aerial work platforms, with an expected net profit of approximately 1.856 billion yuan in 2023, an increase of about 47.62% year-on-year [31]. Group 2 - From January 1 to March 22, 2024, a total of 856 companies announced shareholding increase plans, with 43 companies having more than 10 rating agencies involved [35][52]. - Among these, Yili Te, Xilinmen, and Shanying International plan to increase their shareholding significantly, with proposed increases accounting for 1.04%-2.08%, 1.00%-1.25%, and 3.71% of their market value on the announcement date, respectively [35]. - Lin Yang Energy's controlling shareholder intends to invest between 50 million to 100 million yuan to increase its shareholding, which represents 0.37%-0.74% of the market value on the announcement date [44].