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Epoxy Base Electronic Material Corporation Limited's (SHSE:603002) Market Cap Surged CN¥839m Last Week, Private Companies Who Have a Lot Riding on the Company Were Rewarded

Epoxy Base Electronic Material Corporation Limited's (SHSE:603002) Market Cap Surged CN¥839m Last Week, Private Companies Who Have a Lot Riding on the Company Were Rewarded

宏昌电子材料公司有限公司(SHSE:603002)的市值上周激增了83900万元人民币,对该公司寄予厚望的私人公司得到了回报
Simply Wall St ·  10/02 22:07

Key Insights

主要见解

  • The considerable ownership by private companies in Epoxy Base Electronic Material indicates that they collectively have a greater say in management and business strategy
  • The top 2 shareholders own 50% of the company
  • Using data from company's past performance alongside ownership research, one can better assess the future performance of a company
  • 宏昌电子基础材料中私营公司的大量持股表明他们在管理和业务策略方面共同拥有更大的发言权
  • 前两大股东拥有公司50%的股份。
  • 通过公司过去的业绩数据和股权研究,人们可以更好地评估一家公司的未来表现。

A look at the shareholders of Epoxy Base Electronic Material Corporation Limited (SHSE:603002) can tell us which group is most powerful. We can see that private companies own the lion's share in the company with 51% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company.

从宏昌电子基础材料有限公司(SHSE:603002)的股东情况可以看出哪个群体最有权势。我们可以看到私营公司拥有该公司51%的所有权。换句话说,该群体有可能从他们对该公司的投资中获得最多(或损失最多)。

As a result, private companies collectively scored the highest last week as the company hit CN¥5.9b market cap following a 17% gain in the stock.

作为结果,私营公司上周共同取得了最高分,随着股价上涨17%,公司的市值达到了59亿元人民币。

In the chart below, we zoom in on the different ownership groups of Epoxy Base Electronic Material.

在下面的图表中,我们会详细介绍宏昌电子的不同所有权群体。

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SHSE:603002 Ownership Breakdown October 3rd 2024
SHSE:603002 机构持股比例2024年10月3日

What Does The Institutional Ownership Tell Us About Epoxy Base Electronic Material?

机构持股情况告诉我们关于宏昌电子的什么?

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。

We can see that Epoxy Base Electronic Material does have institutional investors; and they hold a good portion of the company's stock. 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 Epoxy Base Electronic Material, (below). Of course, keep in mind that there are other factors to consider, too.

我们可以看到宏昌电子确实拥有机构投资者;他们持有公司的一大部分股票。这意味着为这些机构工作的分析师们已经研究过这支股票,并且他们喜欢它。但就像其他人一样,他们也可能犯错。如果两家大型机构投资者试图同时抛售一支股票,很常见会导致股价大幅下跌。因此值得检查宏昌电子的过往收益情况(如下)。当然,还要记住还有其他因素需要考虑。

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SHSE:603002 Earnings and Revenue Growth October 3rd 2024
SHSE:603002 2024年10月3日的盈利和营业收入增长

Epoxy Base Electronic Material is not owned by hedge funds. Grace T.H.W. Holding Limited is currently the company's largest shareholder with 45% of shares outstanding. Newfame Investment Limited is the second largest shareholder owning 5.3% of common stock, and Guangdong Hengjian International Investment Co., Ltd. holds about 3.8% of the company stock.

宏昌电子材料并非被对冲基金持有。Grace t.H.W.控股有限公司目前是该公司最大的股东,持有45%的流通股。新名投资有限公司是第二大股东,拥有5.3%的普通股,广东恒健国际投资股份有限公司持有约3.8%的公司股份。

A more detailed study of the shareholder registry showed us that 2 of the top shareholders have a considerable amount of ownership in the company, via their 50% stake.

股东登记册的更详细研究向我们展示了前两大股东在公司中拥有相当数量的股份,占他们50%的股份

Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. There is some analyst coverage of the stock, but it could still become more well known, with time.

上海阿拉丁生物化学技术股份有限公司的内部人员拥有重要比例,内部人员在这家总价值27亿人民币的公司中持有12亿人民币的股份。这可能表明创始人仍然拥有很多股份。您可以单击此处查看他们是否进行了买卖。

Insider Ownership Of Epoxy Base Electronic Material

宏昌电子材料的内部持股权

The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves.

公司内部人员的定义可能是主观的,并且在不同的司法管辖区之间有所不同。我们的数据反映了个人内部人员,至少捕捉到董事会成员的记录。公司管理人员向董事会报告,后者应该代表股东的利益。值得注意的是,有时高级管理人员自己也在董事会中。

Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances.

当内部人持股情况表明领导层思考和公司真正所有者一样时,内部所有权是积极的。然而,高达内部人士所有权也可能为公司内的小团体带来巨大的权力。在某些情况下,这可能是负面的。

Our most recent data indicates that insiders own some shares in Epoxy Base Electronic Material Corporation Limited. As individuals, the insiders collectively own CN¥194m worth of the CN¥5.9b company. It is good to see some investment by insiders, but it might be worth checking if those insiders have been buying.

我们最近的数据显示,宏昌电子有限公司的内部人员拥有部分股份。作为个人,内部人员共同持有价值1.94亿人民币的59亿人民币公司。看到内部人员进行一些投资是好事,但也值得检查这些内部人员是否一直在进行买入操作。

General Public Ownership

一般大众所有权

The general public-- including retail investors -- own 36% stake in the company, and hence can't easily be ignored. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run.

一般公众,包括散户投资者,拥有该公司36%的股份,因此不能轻易被忽视。虽然这个群体不能决定公司的决策,但它确实可以对公司的经营方式产生真正的影响。

Private Company Ownership

私有公司的所有权

It seems that Private Companies own 51%, of the Epoxy Base Electronic Material stock. It's hard to draw any conclusions from this fact alone, so its worth looking into who owns those private companies. Sometimes insiders or other related parties have an interest in shares in a public company through a separate private company.

宏昌电子股票51%由私人公司持有。仅凭这一事实很难得出任何结论,因此值得研究一下谁拥有这些私人公司。有时内部人员或其他相关方通过独立的私人公司持有公共公司的股份。

Next Steps:

下一步:

It's always worth thinking about the different groups who own shares in a company. But to understand Epoxy Base Electronic Material better, we need to consider many other factors. Be aware that Epoxy Base Electronic Material is showing 2 warning signs in our investment analysis , you should know about...

始终考虑公司股东的不同群体是值得的。但要更好地了解宏昌电子,我们需要考虑许多其他因素。请注意,宏昌电子在我们的投资分析中显示了2个警示信号,你应该知道...

But ultimately it is the future, not the past, that will determine how well the owners of this business will do. Therefore we think it advisable to take a look at this free report showing whether analysts are predicting a brighter future.

但最终,决定该业务所有者将获得多大利益的是未来而非过去。因此,我们认为最好查看此免费报告,以了解分析师是否预测更光明的未来。

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.

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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。

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