增持回购策略周报

Summary of Key Points Core Viewpoints - A total of 103 companies announced share repurchase plans from March 18 to March 22, 2024, with 22 companies having more than 10 rating agencies involved. Notable repurchase plans include 聚和材料 planning to repurchase between 300-600 million yuan, accounting for 4.21%-8.42% of its market value on the announcement date [1][31] - The report suggests focusing on companies with significant shareholding increases and positive fundamentals, including 伊力特, 喜临门, 浙江鼎力, and 林洋能源 [2][22] A-Share Listed Companies' Shareholding Increase - 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. Notable companies include 伊力特, 喜临门, and 山鹰国际, with proposed increases accounting for 1.04%-2.08%, 1.00%-1.25%, and 3.71% of their market values, respectively [8][22] - In the week of March 18 to March 22, 2024, 23 companies announced shareholding increases, with 林洋能源's controlling shareholder planning to invest between 50-100 million yuan, representing 0.37%-0.74% of the market value on the announcement date [27] A-Share Listed Companies' Repurchase Situation - A total of 1506 companies announced repurchase plans from January 1 to March 22, 2024, with 385 companies having more than 10 rating agencies involved. Notable repurchase plans include 健盛集团, which plans to repurchase approximately 3.00%-5.99% of its market value [23] - Specific repurchase plans include 聚和材料 planning to repurchase between 300-600 million yuan, accounting for 4.21%-8.42% of its market value, and as of March 20, 2024, it had already repurchased 2.02 billion yuan worth of shares [31]