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Insiders Were the Key Beneficiaries as Shenzhen China Micro Semicon Co., Ltd.'s (SHSE:688380) Market Cap Rises to CN¥10b

Insiders Were the Key Beneficiaries as Shenzhen China Micro Semicon Co., Ltd.'s (SHSE:688380) Market Cap Rises to CN¥10b

內部人員成爲關鍵受益者,深圳中國微半導體股份有限公司(SHSE:688380)的市值上升至人民幣10億
Simply Wall St ·  10/07 00:59

Key Insights

主要見解

  • Insiders appear to have a vested interest in Shenzhen China Micro Semicon's growth, as seen by their sizeable ownership
  • A total of 2 investors have a majority stake in the company with 55% ownership
  • Ownership research, combined with past performance data can help provide a good understanding of opportunities in a stock
  • 內部人士似乎對深圳華國微電子的增長有着巨大的利益,可以看出他們擁有相當大的持股權。
  • 共有2名投資者持有該公司的多數股權,佔55%的股權。
  • 所有權研究結合過去的表現數據可以幫助更好地理解股票的機會。

Every investor in Shenzhen China Micro Semicon Co., Ltd. (SHSE:688380) should be aware of the most powerful shareholder groups. With 66% stake, individual insiders possess the maximum shares in the company. Put another way, the group faces the maximum upside potential (or downside risk).

深圳華國微電子股份有限公司(SHSE:688380)的每位投資者都應該了解最強大的股東群體。個別內部人士擁有該公司66%的股份,是最大的股東。換句話說,這個群體面臨着最大的上升潛力(或下行風險)。

As a result, insiders were the biggest beneficiaries of last week's 19% gain.

因此,內部人成爲上週19%收益的最大受益者。

In the chart below, we zoom in on the different ownership groups of Shenzhen China Micro Semicon.

在下面的圖表中,我們放大了深圳中國微半導體的不同所有權群體。

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SHSE:688380 Ownership Breakdown October 7th 2024
SHSE:688380 2024年10月7日所有權結構分析

What Does The Institutional Ownership Tell Us About Shenzhen China Micro Semicon?

機構持股告訴我們有關深圳中國微半導體的什麼呢?

Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices.

許多機構衡量其業績的標準是一個近似於當地市場的指數。因此,他們通常更加關注包括在主要指數中的公司。

As you can see, institutional investors have a fair amount of stake in Shenzhen China Micro Semicon. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at Shenzhen China Micro Semicon's earnings history below. Of course, the future is what really matters.

正如您所看到的,機構投資者在深圳中國微半導體中持有相當數量的股份。這可能表明公司在投資社區中具有一定的可信度。然而,最好要警惕依賴機構投資者所帶來的所謂認可。他們也有時會判斷錯誤。如果多家機構同時改變對一支股票的看法,股價可能會迅速下跌。因此,值得查看一下深圳中國微半導體的歷史收入數據。當然,未來才是真正重要的。

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SHSE:688380 Earnings and Revenue Growth October 7th 2024
SHSE:6883802024年10月7日收入和營業額增長

Shenzhen China Micro Semicon is not owned by hedge funds. Looking at our data, we can see that the largest shareholder is Yang Yong with 32% of shares outstanding. In comparison, the second and third largest shareholders hold about 23% and 4.1% of the stock. Two of the top three shareholders happen to be Chief Executive Officer and Chairman of Corporate Board, respectively. That is, insiders feature higher up in the heirarchy of the company's top shareholders.

深圳中國微電子沒有被對沖基金擁有。 從我們的數據中可以看出,最大的股東是楊勇,持有32%的股份。 相比之下,第二和第三大股東分別持有大約23%和4.1%的股份。 前三大股東中有兩位恰好是首席執行官和公司董事會主席。 換句話說,公司頂級股東中的內部人士排名更靠前。

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 55% stake.

股東登記簿的更詳細研究顯示,前兩名股東中有2人持有該公司約55%的股份。

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. As far as we can tell there isn't analyst coverage of the company, so it is probably flying under the radar.

南京證券複合材料公司內部所有權情況

Insider Ownership Of Shenzhen China Micro Semicon

深圳中國微電子的內部股權

The definition of an insider can differ slightly between different countries, but members of the board of directors always count. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.

內部人員的定義在不同國家可能會稍有不同,但董事會成員始終算入其中。公司管理負責經營業務,但即使首席執行官是董事會成員,他或她也必須對董事會負責。

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.

我通常認爲內部人士持股是一件好事。但是,在某些情況下,它會使其他股東更難以對董事會的決定進行問責。

Our information suggests that insiders own more than half of Shenzhen China Micro Semicon Co., Ltd.. This gives them effective control of the company. Insiders own CN¥6.6b worth of shares in the CN¥10b company. That's extraordinary! It is good to see this level of investment. You can check here to see if those insiders have been selling any of their shares.

我們的信息顯示,內部人士擁有深圳中國微型半導體有限公司超過一半的股份。這使他們有效控制了公司。內部人士在總值100億元人民幣的公司中擁有66億人民幣的股份。這太驚人了!看到這種投資水平是好事。您可以在這裏檢查一下,看看這些內部人士是否有出售他們的股份。

General Public Ownership

一般大衆所有權

The general public, who are usually individual investors, hold a 19% stake in Shenzhen China Micro Semicon. 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.

普通公衆,通常是個人投資者,在深圳中國微型半導體持有19%的股份。儘管這種所有權規模可觀,但如果決定與其他大股東不一致,則可能無法改變公司方針。

Private Company Ownership

私有公司的所有權

It seems that Private Companies own 6.0%, of the Shenzhen China Micro Semicon stock. Private companies may be related parties. Sometimes insiders have an interest in a public company through a holding in a private company, rather than in their own capacity as an individual. While it's hard to draw any broad stroke conclusions, it is worth noting as an area for further research.

深圳中國微半導體股票有6.0%的股份是由私人公司所有。私人公司可能是相關方。有時內部人員通過持有私人公司的股份而非個人身份對公共公司有利益。雖然很難得出任何明顯的結論,但這值得作爲進一步研究的一個領域注意。

Next Steps:

下一步:

It's always worth thinking about the different groups who own shares in a company. But to understand Shenzhen China Micro Semicon better, we need to consider many other factors. For instance, we've identified 3 warning signs for Shenzhen China Micro Semicon (1 is a bit unpleasant) that you should be aware of.

始終要考慮不同股東在公司中的股份。但要更好地了解深圳中國微半導體,我們需要考慮許多其他因素。例如,我們已經發現深圳中國微半導體存在3個警告信號(1個有點令人不愉快),您應該注意。

Of course, you might find a fantastic investment by looking elsewhere. So take a peek at this free list of interesting companies.

當然,您可能會在其他地方找到一項出色的投資。因此,請查看此免費的有趣公司列表。

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:本文中的數據是使用最後一個財務報表日期結束的爲期12個月的數據計算的。這可能與全年年度報告數據不一致。

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.

對本文有任何反饋?對內容有任何疑慮?請直接與我們聯繫。或者,發送電子郵件至editorial-team@simplywallst.com。
這篇文章是Simply Wall St的一般性文章。我們根據歷史數據和分析師預測提供評論,只使用公正的方法論,我們的文章並不意味着提供任何金融建議。文章不構成買賣任何股票的建議,也不考慮您的目標或您的財務狀況。我們的目標是帶給您基本數據驅動的長期關注分析。請注意,我們的分析可能不考慮最新的價格敏感公司公告或定性材料。Simply Wall St沒有任何股票頭寸。

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