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Nanjing Inform Storage Equipment (Group) Co., Ltd.'s (SHSE:603066) Market Cap Dropped CN¥477m Last Week; Private Companies Bore the Brunt

Nanjing Inform Storage Equipment (Group) Co., Ltd.'s (SHSE:603066) Market Cap Dropped CN¥477m Last Week; Private Companies Bore the Brunt

南京英福存储设备(集团)股份有限公司's(SHSE: 603066)上周市值下降了4.77亿元人民币;私营公司首当其冲
Simply Wall St ·  03/27 21:34

Key Insights

关键见解

  • Nanjing Inform Storage Equipment (Group)'s significant private companies ownership suggests that the key decisions are influenced by shareholders from the larger public
  • 55% of the business is held by the top 3 shareholders
  • 10% of Nanjing Inform Storage Equipment (Group) is held by insiders
  • 南京英福存储设备(集团)拥有大量私营公司所有权,这表明关键决策受广大公众股东的影响
  • 55% 的业务由前三名股东持有
  • 南京信息存储设备(集团)10% 的股份由内部人士持有

Every investor in Nanjing Inform Storage Equipment (Group) Co., Ltd. (SHSE:603066) should be aware of the most powerful shareholder groups. With 47% stake, private companies possess the maximum shares in the company. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).

南京英福存储设备(集团)股份有限公司(上海证券交易所股票代码:603066)的每位投资者都应该知道最强大的股东群体。私人公司拥有47%的股份,是该公司的最大股份。也就是说,如果股票上涨,该集团将受益最大(如果股价下跌,则损失最大)。

And last week, private companies endured the biggest losses as the stock fell by 13%.

上周,私营公司遭受了最大的跌幅,该股下跌了13%。

Let's delve deeper into each type of owner of Nanjing Inform Storage Equipment (Group), beginning with the chart below.

让我们从下图开始,深入研究南京信息存储设备(集团)的每种类型的所有者。

ownership-breakdown
SHSE:603066 Ownership Breakdown March 28th 2024
SHSE: 603066 所有权明细 2024 年 3 月 28 日

What Does The Lack Of Institutional Ownership Tell Us About Nanjing Inform Storage Equipment (Group)?

关于南京英孚存储设备(集团),机构所有权的缺乏告诉我们什么?

Small companies that are not very actively traded often lack institutional investors, but it's less common to see large companies without them.

交易不太活跃的小公司通常缺少机构投资者,但是没有机构投资者的大公司并不常见。

There are many reasons why a company might not have any institutions on the share registry. It may be hard for institutions to buy large amounts of shares, if liquidity (the amount of shares traded each day) is low. If the company has not needed to raise capital, institutions might lack the opportunity to build a position. Alternatively, there might be something about the company that has kept institutional investors away. Nanjing Inform Storage Equipment (Group) might not have the sort of past performance institutions are looking for, or perhaps they simply have not studied the business closely.

公司在股票登记处可能没有任何机构的原因有很多。如果流动性(每天交易的股票数量)低,机构可能很难购买大量股票。如果公司不需要筹集资金,机构可能缺乏建立立场的机会。或者,该公司的某些方面可能使机构投资者望而却步。南京信息存储设备(集团)可能没有机构想要的那种过去的业绩,或者他们根本没有仔细研究该业务。

earnings-and-revenue-growth
SHSE:603066 Earnings and Revenue Growth March 28th 2024
SHSE: 603066 2024 年 3 月 28 日收益和收入增长

We note that hedge funds don't have a meaningful investment in Nanjing Inform Storage Equipment (Group). JDZ CCT Co.,Ltd is currently the largest shareholder, with 31% of shares outstanding. In comparison, the second and third largest shareholders hold about 14% and 10% of the stock. Yue Yue Jin, who is the third-largest shareholder, also happens to hold the title of Member of the Board of Directors.

我们注意到,对冲基金没有对南京英福存储设备(集团)进行有意义的投资。JDZ CCT Co., Ltd目前是最大股东,已发行股份的31%。相比之下,第二和第三大股东持有约14%和10%的股份。第三大股东岳跃进也恰好拥有董事会成员的头衔。

To make our study more interesting, we found that the top 3 shareholders have a majority ownership in the company, meaning that they are powerful enough to influence the decisions of the company.

为了使我们的研究更有趣,我们发现前三名股东拥有公司的多数股权,这意味着他们足够强大,足以影响公司的决策。

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. We're not picking up on any analyst coverage of the stock at the moment, so the company is unlikely to be widely held.

研究机构所有权是衡量和筛选股票预期表现的好方法。通过研究分析师的情绪也可以达到同样的目的。我们目前没有收到分析师对该股的任何报道,因此该公司不太可能被广泛持有。

Insider Ownership Of Nanjing Inform Storage Equipment (Group)

南京英富存储设备(集团)的内幕所有权

While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.

尽管内部人士的确切定义可能是主观的,但几乎每个人都认为董事会成员是内部人士。公司管理层经营业务,但首席执行官将对董事会负责,即使他或她是董事会成员。

I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions.

我通常认为内部所有权是一件好事。但是,在某些情况下,这使其他股东更难追究董事会对决策的责任。

Our most recent data indicates that insiders own a reasonable proportion of Nanjing Inform Storage Equipment (Group) Co., Ltd.. Insiders own CN¥320m worth of shares in the CN¥3.1b company. This may suggest that the founders still own a lot of shares. You can click here to see if they have been buying or selling.

我们的最新数据表明,内部人士持有南京因福存储设备(集团)有限公司合理比例的股份。内部人士拥有这家31亿元人民币公司价值3.2亿元人民币的股份。这可能表明创始人仍然拥有大量股份。你可以点击这里查看他们是否在买入或卖出。

General Public Ownership

一般公有制

With a 42% ownership, the general public, mostly comprising of individual investors, have some degree of sway over Nanjing Inform Storage Equipment (Group). While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run.

南京信息存储设备(集团)拥有42%的所有权,主要是个人投资者,对南京信息存储设备(集团)有一定程度的影响力。尽管这个群体不一定能做主,但它肯定会对公司的运作方式产生真正的影响。

Private Company Ownership

私人公司所有权

Our data indicates that Private Companies hold 47%, of the company's shares. 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.

我们的数据表明,私人公司持有该公司47%的股份。可能值得对此进行更深入的研究。如果关联方,例如内部人士,对其中一家私营公司有兴趣,则应在年度报告中披露。私营公司也可能在公司中拥有战略利益。

Next Steps:

后续步骤:

I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. Take risks for example - Nanjing Inform Storage Equipment (Group) has 3 warning signs we think you should be aware of.

我觉得看看究竟谁拥有一家公司非常有趣。但是,要真正获得见解,我们还需要考虑其他信息。以风险为例-南京英福存储设备(集团)有3个警示标志,我们认为您应该注意。

Of course this may not be the best stock to buy. So take a peek at this free free list of interesting companies.

当然,这可能不是最值得买入的股票。因此,来看看这份免费的有趣公司名单吧。

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.

注意:本文中的数字是使用过去十二个月的数据计算得出的,这些数据是指截至财务报表日期当月最后一天的12个月期间。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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Simply Wall St的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。

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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