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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

内部人员成为关键受益者,深圳中国微半导体股份有限公司(SHSE:688380)的市值上升至人民币10亿
Simply Wall St ·  10/07 00:59

Key Insights

主要见解

  • 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
  • 内部人士似乎对深圳华国微电子的增长有着巨大的利益,可以看出他们拥有相当大的持股权。
  • 共有2名投资者持有该公司的多数股权,占55%的股权。
  • 所有权研究结合过去的表现数据可以帮助更好地理解股票的机会。

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).

深圳华国微电子股份有限公司(SHSE:688380)的每位投资者都应该了解最强大的股东群体。个别内部人士拥有该公司66%的股份,是最大的股东。换句话说,这个群体面临着最大的上升潜力(或下行风险)。

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

因此,内部人成为上周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.

在下面的图表中,我们放大了深圳中国微半导体的不同所有权群体。

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SHSE:688380 Ownership Breakdown October 7th 2024
SHSE:688380 2024年10月7日所有权结构分析

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

机构持股告诉我们有关深圳中国微半导体的什么呢?

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.

许多机构衡量其业绩的标准是一个近似于当地市场的指数。因此,他们通常更加关注包括在主要指数中的公司。

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,机构投资者在深圳中国微半导体中持有相当数量的股份。这可能表明公司在投资社区中具有一定的可信度。然而,最好要警惕依赖机构投资者所带来的所谓认可。他们也有时会判断错误。如果多家机构同时改变对一支股票的看法,股价可能会迅速下跌。因此,值得查看一下深圳中国微半导体的历史收入数据。当然,未来才是真正重要的。

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SHSE:688380 Earnings and Revenue Growth October 7th 2024
SHSE:6883802024年10月7日收入和营业额增长

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.

深圳中国微电子没有被对冲基金拥有。 从我们的数据中可以看出,最大的股东是杨勇,持有32%的股份。 相比之下,第二和第三大股东分别持有大约23%和4.1%的股份。 前三大股东中有两位恰好是首席执行官和公司董事会主席。 换句话说,公司顶级股东中的内部人士排名更靠前。

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.

股东登记簿的更详细研究显示,前两名股东中有2人持有该公司约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.

南京证券复合材料公司内部所有权情况

Insider Ownership Of Shenzhen China Micro Semicon

深圳中国微电子的内部股权

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.

内部人员的定义在不同国家可能会稍有不同,但董事会成员始终算入其中。公司管理负责经营业务,但即使首席执行官是董事会成员,他或她也必须对董事会负责。

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.

我通常认为内部人士持股是一件好事。但是,在某些情况下,它会使其他股东更难以对董事会的决定进行问责。

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.

我们的信息显示,内部人士拥有深圳中国微型半导体有限公司超过一半的股份。这使他们有效控制了公司。内部人士在总值100亿元人民币的公司中拥有66亿人民币的股份。这太惊人了!看到这种投资水平是好事。您可以在这里检查一下,看看这些内部人士是否有出售他们的股份。

General Public Ownership

一般大众所有权

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.

普通公众,通常是个人投资者,在深圳中国微型半导体持有19%的股份。尽管这种所有权规模可观,但如果决定与其他大股东不一致,则可能无法改变公司方针。

Private Company Ownership

私有公司的所有权

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.

深圳中国微半导体股票有6.0%的股份是由私人公司所有。私人公司可能是相关方。有时内部人员通过持有私人公司的股份而非个人身份对公共公司有利益。虽然很难得出任何明显的结论,但这值得作为进一步研究的一个领域注意。

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.

始终要考虑不同股东在公司中的股份。但要更好地了解深圳中国微半导体,我们需要考虑许多其他因素。例如,我们已经发现深圳中国微半导体存在3个警告信号(1个有点令人不愉快),您应该注意。

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

当然,您可能会在其他地方找到一项出色的投资。因此,请查看此免费的有趣公司列表。

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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