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Retail Investors Account for 29% of China International Marine Containers (Group) Co., Ltd.'s (SZSE:000039) Ownership, While Public Companies Account for 26%

Retail Investors Account for 29% of China International Marine Containers (Group) Co., Ltd.'s (SZSE:000039) Ownership, While Public Companies Account for 26%

零售投资者占中集集团(SZSE:000039)的29%所有权,而上市公司占26%。
Simply Wall St ·  07/16 21:35

Key Insights

主要见解

  • Significant control over China International Marine Containers (Group) by retail investors implies that the general public has more power to influence management and governance-related decisions
  • The top 3 shareholders own 54% of the company
  • Institutional ownership in China International Marine Containers (Group) is 13%
  • 零售投资者对中集集团的控制权意味着普通大众拥有更多的权力来影响管理和治理相关的决策。
  • 前三大股东拥有该公司54%的股份。
  • 中集集团的机构持股比例为13%。

If you want to know who really controls China International Marine Containers (Group) Co., Ltd. (SZSE:000039), then you'll have to look at the makeup of its share registry. And the group that holds the biggest piece of the pie are retail investors with 29% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company.

如果你想知道谁真正控制着中国国际海运集装箱(集团)有限公司(SZSE:000039),那么你就必须看看它的股份登记簿构成。持有最大股份的是零售投资者,占 29% 的持股比例。换句话说,这个团体从他们对这家公司的投资中可能获得最多的利益(或失去最多)。

Meanwhile, public companies make up 26% of the company's shareholders.

同时,公共公司占据了该公司的 26% 股东。

Let's take a closer look to see what the different types of shareholders can tell us about China International Marine Containers (Group).

让我们更仔细地看一下不同类型的股东能告诉我们什么关于中集集团的信息。

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SZSE:000039 Ownership Breakdown July 17th 2024
SZSE:000039 2014年7月17日所有权分析

What Does The Institutional Ownership Tell Us About China International Marine Containers (Group)?

机构投资者的持股说明了什么

Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing.

机构通常在向自己的投资者报告时会针对一个基准进行衡量,因此一旦某只股票被纳入主要指数,他们通常会更加热衷于该股票。我们预计大多数公司都会有一些机构在登记簿上,尤其是那些正在增长的公司。

As you can see, institutional investors have a fair amount of stake in China International Marine Containers (Group). This implies the analysts working for those institutions have looked at the stock and they like it. But just like anyone else, they could be wrong. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of China International Marine Containers (Group), (below). Of course, keep in mind that there are other factors to consider, too.

正如你所看到的,机构投资者对中集集团拥有相当多的股份。这表明那些机构的分析师已经看过这支股票并且认为它是有利的。但与其他人一样,他们也可能是错误的。如果两个大型机构投资者试图同时出售股票,那么股票价格下跌是很常见的。因此,值得检查中集集团的过去收益轨迹(如下图)。当然,也记得考虑其他因素。

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SZSE:000039 Earnings and Revenue Growth July 17th 2024
SZSE:000039 2014年7月17日收益和营业收入增长分析

China International Marine Containers (Group) is not owned by hedge funds. China Merchants Port Holdings Company Limited is currently the largest shareholder, with 25% of shares outstanding. Meanwhile, the second and third largest shareholders, hold 20% and 9.8%, of the shares outstanding, respectively.

中集集团不是由对冲基金持有的,招商港口控股有限公司目前是最大的股东,持有 25% 的股票。第二和第三大股东分别持有 20% 和 9.8% 的流通股份。

After doing some more digging, we found that the top 3 shareholders collectively control more than half of the company's shares, implying that they have considerable power to influence the company's decisions.

经过更深入的挖掘,我们发现前3大股东共控制了公司股份的一半以上,这意味着他们有相当大的权力来影响公司的决策。

While it makes sense to study institutional ownership data for a company, it also makes sense to study analyst sentiments to know which way the wind is blowing. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.

尽管有道理去研究一家公司的机构所有权数据,但了解分析师的观点也很有道理,以便知道市场的风向。由于相当多的分析师涵盖了该股票,因此您可以很容易地研究预测的增长。

Insider Ownership Of China International Marine Containers (Group)

中集集团的内部股权所有情况

The definition of an insider can differ slightly between different countries, but members of the board of directors always count. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO.

在不同国家,内部人员的定义可能会略有不同,但董事会成员始终是内部人员。管理层最终向董事会负责。然而,如果管理人员是创始人或CEO,那么成为执行董事会成员也是很常见的。

Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group.

大多数人认为内部所有权是积极的,因为它可以表示董事会与其他股东的利益相一致。但是,在某些场合下,这个团体的权力过于集中。

We can see that insiders own shares in China International Marine Containers (Group) Co., Ltd.. It is a pretty big company, so it is generally a positive to see some potentially meaningful alignment. In this case, they own around CN¥473m worth of shares (at current prices). It is good to see this level of investment by insiders. You can check here to see if those insiders have been buying recently.

我们可以看到,中集集团的内部人员持有股份。这是一个相当大的公司,所以看到一些有意义的股权对齐是一件好事。他们目前拥有约4,730万人民币的股份(按现价计算)。看到掌握内幕消息的人有这样的投资是最好的。

General Public Ownership

一般大众所有权

With a 29% ownership, the general public, mostly comprising of individual investors, have some degree of sway over China International Marine Containers (Group). This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.

由具有一定影响力的私募股权公司持有中集集团9.8%的股份。这表明他们可以在重要的政策决策中发挥影响力。

Private Equity Ownership

股权投资公司持有8.8%的股份,有能力参与塑造以价值创造为重点的公司策略。一些投资者可能会因此而受到鼓舞,因为股权投资公司有时可以鼓励市场看到公司的价值,从而采取有益的策略。另外,那些持有者可能在将其上市后退出投资。

Private equity firms hold a 9.8% stake in China International Marine Containers (Group). This suggests they can be influential in key policy decisions. Some might like this, because private equity are sometimes activists who hold management accountable. But other times, private equity is selling out, having taking the company public.

我们可以看到,私有公司拥有中集集团已发行股份的21%。

Private Company Ownership

私有公司的所有权

We can see that Private Companies own 21%, of the shares on issue. It might be worth looking deeper into this. If related parties, such as insiders, have an interest in one of these private companies, that should be disclosed in the annual report. Private companies may also have a strategic interest in the company.

我们可以看到,在该公司的议题中,公共公司占据了 26% 的股份。

Public Company Ownership

上市公司所有权

It appears to us that public companies own 26% of China International Marine Containers (Group). It's hard to say for sure but this suggests they have entwined business interests. This might be a strategic stake, so it's worth watching this space for changes in ownership.

考虑到拥有一家公司的不同群体很重要,但还有其他更重要的因素。

Next Steps:

下一步:

While it is well worth considering the different groups that own a company, there are other factors that are even more important. Case in point: We've spotted 1 warning sign for China International Marine Containers (Group) you should be aware of.

考虑到拥有一家公司的不同群体很重要,但还有其他更重要的因素。有一个警告信号需要注意。

If you are like me, you may want to think about whether this company will grow or shrink. Luckily, you can check this free report showing analyst forecasts for its future.

如果您像我一样,可能希望考虑这家公司是否会增长或缩小。幸运的是,您可以查看此免费报告,显示分析师对其未来的预测。

NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.

注:本文中的数据是使用最后一个财务报表日期结束的为期12个月的数据计算的。这可能与全年年度报告数据不一致。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

对本文有反馈?对内容感到担忧?请直接与我们联系。或者,发送电子邮件至editorial-team (at) simplywallst.com。
这篇文章是Simply Wall St的一般性文章。我们根据历史数据和分析师预测提供评论,只使用公正的方法论,我们的文章并不意味着提供任何金融建议。文章不构成买卖任何股票的建议,也不考虑您的目标或您的财务状况。我们的目标是带给您基本数据驱动的长期关注分析。请注意,我们的分析可能不考虑最新的价格敏感公司公告或定性材料。Simply Wall St没有任何股票头寸。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

对本文有反馈?对内容感到担忧?请直接与我们联系。或者,发送电子邮件至editorial-team@simplywallst.com。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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