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Rockchip Electronics Co., Ltd.'s (SHSE:603893) CEO Min Li Is the Most Upbeat Insider, and Their Holdings Increased by 3.1% Last Week

Rockchip Electronics Co., Ltd.'s (SHSE:603893) CEO Min Li Is the Most Upbeat Insider, and Their Holdings Increased by 3.1% Last Week

瑞芯微有限公司(SHSE:603893)的首席執行官李敏是最樂觀的內部人士,他們的持股上週增加了3.1%。
Simply Wall St ·  11/30 19:16

Key Insights

主要見解

  • Significant insider control over Rockchip Electronics implies vested interests in company growth
  • A total of 2 investors have a majority stake in the company with 53% ownership
  • Institutions own 19% of Rockchip Electronics
  • 對瑞芯微的顯著內部控制意味着對公司增長的既得利益。
  • 總共有2家投資者持有該公司53%的所有權。
  • 機構持有瑞芯微19%的股份。

To get a sense of who is truly in control of Rockchip Electronics Co., Ltd. (SHSE:603893), it is important to understand the ownership structure of the business. We can see that individual insiders own the lion's share in the company with 53% ownership. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).

要了解誰真正控制瑞芯微有限公司(SHSE:603893),了解其業務的所有權結構非常重要。我們可以看到,個人內部人士在公司中擁有53%的股份。也就是說,如果股票上漲,該集團將獲益最多(或者在經濟下行時損失最多)。

As a result, insiders scored the highest last week as the company hit CN¥35b market cap following a 3.1% gain in the stock.

因此,內部人士在上週表現最好,因爲公司在股票上漲3.1%後市值達到了350億人民幣。

Let's delve deeper into each type of owner of Rockchip Electronics, beginning with the chart below.

讓我們更深入地了解瑞芯微的每種所有者類型,從下面的圖表開始。

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SHSE:603893 Ownership Breakdown December 1st 2024
SHSE:603893 所有權分佈 2024年12月1日

What Does The Institutional Ownership Tell Us About Rockchip Electronics?

機構持股對我們了解瑞芯微有什麼啓示?

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.

機構通常在向自己的投資者報告時會針對一個基準進行衡量,因此一旦某隻股票被納入主要指數,他們通常會更加熱衷於該股票。我們預計大多數公司都會有一些機構在登記簿上,尤其是那些正在增長的公司。

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

我們可以看到瑞芯微確實有機構投資者,他們持有公司相當一部分的股票。這可能表明公司在投資社區中具有一定的信譽。然而,最好不要過於依賴與機構投資者相關的所謂驗證。它們有時也會犯錯。如果兩個大型機構投資者試圖同時賣出一隻股票,股價大幅下跌並不罕見。因此,查看瑞芯微過去的營業收入軌跡是值得的(如下所示)。當然,也要記住還有其他因素需要考慮。

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SHSE:603893 Earnings and Revenue Growth December 1st 2024
上證所:603893 盈利和營業收入增長 2024年12月1日

We note that hedge funds don't have a meaningful investment in Rockchip Electronics. With a 38% stake, CEO Min Li is the largest shareholder. With 15% and 6.8% of the shares outstanding respectively, Xu Huang and Xiamen Runkexin Investment Management Partnership (Limited Partnership) are the second and third largest shareholders. Interestingly, the second-largest shareholder, Xu Huang is also Senior Key Executive, again, pointing towards strong insider ownership amongst the company's top shareholders.

我們注意到對瑞芯微的對沖基金沒有進行重要投資。 CEO Min Li持有38%的股份,是最大的股東。 Xu Huang和廈門潤客鑫投資管理合夥企業(有限合夥)分別持有15%和6.8%的流通股份,是第二和第三大股東。 有趣的是,第二大股東Xu Huang也是高級關鍵執行人員,這再次表明公司主要股東中存在強大的內部持股。

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 53% stake.

股東註冊表的更詳細研究向我們展示了,通過他們的53%股份,前2個最大股東在公司中擁有相當大的所有權。

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. There are plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too.

儘管研究公司機構所有權數據是有意義的,但了解分析師的情緒也很有意義,以了解市場的走向。因爲有很多分析師正在跟蹤這個股票,所以看看他們的預測可能是值得的。

Insider Ownership Of Rockchip Electronics

瑞芯微的內部持股

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. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.

公司內部人員的定義可能是主觀的,並且在不同的司法管轄區之間是不同的。我們的數據反映了個別內部人員,至少捕捉到了董事會成員。公司管理業務,但首席執行官即使是董事會成員也必須向董事會負責。

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.

當內部人持股情況表明領導層思考和公司真正所有者一樣時,內部所有權是積極的。然而,高達內部人士所有權也可能爲公司內的小團體帶來巨大的權力。在某些情況下,這可能是負面的。

Our most recent data indicates that insiders own the majority of Rockchip Electronics Co., Ltd.. This means they can collectively make decisions for the company. That means insiders have a very meaningful CN¥19b stake in this CN¥35b business. Most would be pleased to see the board is investing alongside them. You may wish to discover if they have been buying or selling.

我們最近的數據表明,內部人士擁有瑞芯微公司的大部分股份。這意味着他們可以集體做出公司的決策。這意味着內部人士在這個350億人民幣的業務中擁有非常重要的190億人民幣的股份。大多數人會樂於看到董事會與他們一起投資。您可能希望了解他們是否在買入或賣出。

General Public Ownership

一般大衆所有權

The general public-- including retail investors -- own 16% stake in the company, and hence can't easily be ignored. 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.

一般公衆,包括散戶投資者,持有該公司16%的股份,因此不能被忽視。儘管所擁有的股份很多,但如果決策與其他大股東不一致,這可能還不足以改變公司政策。

Private Company Ownership

私有公司的所有權

We can see that Private Companies own 13%, of the shares on issue. 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.

我們可以看到,私營公司擁有股份的比例爲13%。僅從這一事實很難得出任何結論,因此值得研究這些私營公司的所有者是誰。時而,內部人員或其他相關方通過另一個單獨的私營公司擁有公共公司的股份。

Next Steps:

下一步:

It's always worth thinking about the different groups who own shares in a company. But to understand Rockchip Electronics better, we need to consider many other factors.

考慮擁有公司股份的不同群體總是值得的。但要更好地理解瑞芯微,我們需要考慮許多其他因素。

Many find it useful to take an in depth look at how a company has performed in the past. You can access this detailed graph of past earnings, revenue and cash flow.

很多人覺得深入了解一家公司過去的表現是有用的。您可以訪問此詳細的過去收益、營業收入和現金流量圖。

Ultimately the future is most important. You can access this free report on analyst forecasts for the company.

最終,未來最重要。您可以在這份關於該公司分析師預測的免費報告中獲取有關信息。

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.

對這篇文章有反饋嗎?對內容感到擔憂嗎?請直接與我們聯繫。或者,發送電子郵件至editorial-team @ simplywallst.com。
Simply Wall St的這篇文章是一般性質的。我們僅基於歷史數據和分析師預測提供評論,使用公正的方法,我們的文章並非意在提供財務建議。這並不構成買入或賣出任何股票的建議,並且不考慮您的目標或財務狀況。我們旨在爲您帶來基於基礎數據驅動的長期聚焦分析。請注意,我們的分析可能未考慮最新的價格敏感公司公告或定性材料。Simply Wall St對提及的任何股票都沒有持倉。

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