增持回购策略周报

Group 1: A-Share Companies' Buyback Situation - From April 22 to April 26, 2024, a total of 216 companies announced buyback plans, with 46 companies having more than 10 rating agencies involved [4][16]. - Kangyuan Pharmaceutical plans to invest between 150-300 million yuan for stock buybacks, representing 1.30%-2.61% of the market value on the announcement date; as of April 26, the company has spent 14 million yuan to repurchase 849,300 shares, accounting for 0.15% of the total share capital [4][35]. - Kailaiying intends to invest 600-1,200 million yuan for stock buybacks, aimed at employee stock ownership plans or capital reduction through cancellation, representing 1.79%-3.58% of the market value on the announcement date; as of April 25, the company has spent 578 million yuan to repurchase 6,898,400 shares, accounting for 2.02% of the total share capital [4][35]. - Chenguang Biological plans to invest 300-400 million yuan for stock buybacks, representing 6.08%-8.11% of the market value on the announcement date [4][35]. Group 2: A-Share Companies' Increase in Holdings - From April 22 to April 26, 2024, a total of 12 companies announced increases in holdings, with notable announcements from Yian Technology, Aihua Group, and Tainkang [11][22]. - The companies with significant increases in holdings include Qibin Group and Xilinmen, which have positive fundamentals and larger increase ratios [5][22]. - From January 1 to April 26, 2024, a total of 864 companies announced increase plans, with 43 companies having more than 10 rating agencies involved; notable companies include Yili Te, Xilinmen, Qibin Group, and Shanying International, with their proposed increase amounts representing 1.04%-2.08%, 1.00%-1.25%, 0.66%-1.32%, and 3.71% of the market value on the announcement date, respectively [22][32].