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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

瑞芯微电子股份有限公司(SHSE:603893)的CEO李敏是最乐观的内部人士,他们上周的持股增加了3.1%。
Simply Wall St ·  12/01 08:16

Key Insights

主要见解

  • 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
  • 对瑞芯微的显著内部控制意味着对公司增长的既得利益。
  • 总共有2家投资者持有该公司53%的所有权。
  • 机构持有瑞芯微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).

要了解谁真正控制瑞芯微有限公司(SHSE:603893),了解其业务的所有权结构非常重要。我们可以看到,个人内部人士在公司中拥有53%的股份。也就是说,如果股票上涨,该集团将获益最多(或者在经济下行时损失最多)。

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,内部人士在上周表现最好,因为公司在股票上涨3.1%后市值达到了350亿人民币。

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

让我们更深入地了解瑞芯微的每种所有者类型,从下面的图表开始。

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SHSE:603893 Ownership Breakdown December 1st 2024
SHSE:603893 所有权分布 2024年12月1日

What Does The Institutional Ownership Tell Us About Rockchip Electronics?

机构持股对我们了解瑞芯微有什么启示?

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.

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 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.

我们可以看到瑞芯微确实有机构投资者,他们持有公司相当一部分的股票。这可能表明公司在投资社区中具有一定的信誉。然而,最好不要过于依赖与机构投资者相关的所谓验证。它们有时也会犯错。如果两个大型机构投资者试图同时卖出一只股票,股价大幅下跌并不罕见。因此,查看瑞芯微过去的营业收入轨迹是值得的(如下所示)。当然,也要记住还有其他因素需要考虑。

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SHSE:603893 Earnings and Revenue Growth December 1st 2024
上证所:603893 盈利和营业收入增长 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.

我们注意到对瑞芯微的对冲基金没有进行重要投资。 CEO Min Li持有38%的股份,是最大的股东。 Xu Huang和厦门润客鑫投资管理合伙企业(有限合伙)分别持有15%和6.8%的流通股份,是第二和第三大股东。 有趣的是,第二大股东Xu Huang也是高级关键执行人员,这再次表明公司主要股东中存在强大的内部持股。

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.

股东注册表的更详细研究向我们展示了,通过他们的53%股份,前2个最大股东在公司中拥有相当大的所有权。

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.

尽管研究公司机构所有权数据是有意义的,但了解分析师的情绪也很有意义,以了解市场的走向。因为有很多分析师正在跟踪这个股票,所以看看他们的预测可能是值得的。

Insider Ownership Of Rockchip Electronics

瑞芯微的内部持股

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是不同的。我们的数据反映了个别内部人员,至少捕捉到了董事会成员。公司管理业务,但首席执行官即使是董事会成员也必须向董事会负责。

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 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.

我们最近的数据表明,内部人士拥有瑞芯微公司的大部分股份。这意味着他们可以集体做出公司的决策。这意味着内部人士在这个350亿人民币的业务中拥有非常重要的190亿人民币的股份。大多数人会乐于看到董事会与他们一起投资。您可能希望了解他们是否在买入或卖出。

General Public Ownership

一般大众所有权

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.

一般公众,包括散户投资者,持有该公司16%的股份,因此不能被忽视。尽管所拥有的股份很多,但如果决策与其他大股东不一致,这可能还不足以改变公司政策。

Private Company Ownership

私有公司的所有权

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.

我们可以看到,私营公司拥有股份的比例为13%。仅从这一事实很难得出任何结论,因此值得研究这些私营公司的所有者是谁。时而,内部人员或其他相关方通过另一个单独的私营公司拥有公共公司的股份。

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.

考虑拥有公司股份的不同群体总是值得的。但要更好地理解瑞芯微,我们需要考虑许多其他因素。

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.

很多人觉得深入了解一家公司过去的表现是有用的。您可以访问此详细的过去收益、营业收入和现金流量图。

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

最终,未来最重要。您可以在这份关于该公司分析师预测的免费报告中获取有关信息。

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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Simply Wall St的这篇文章是一般性质的。我们仅基于历史数据和分析师预测提供评论,使用公正的方法,我们的文章并非意在提供财务建议。这并不构成买入或卖出任何股票的建议,并且不考虑您的目标或财务状况。我们旨在为您带来基于基础数据驱动的长期聚焦分析。请注意,我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St对提及的任何股票都没有持仓。

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