current position:Home>The classic battle of 65 times return cash out of 2.5 billion central enterprises in 6 years was born

The classic battle of 65 times return cash out of 2.5 billion central enterprises in 6 years was born

2021-08-31 23:42:05 TechWeb

Another hot one this year “ Ghost shares ” It has been reduced .8 month 23 Japan , Shengong shares issued an announcement , Its first shareholder, aerospace science and industry venture capital, is about to liquidate its holdings .

Since the beginning of this year, the share price of Shengong Co., Ltd. has dropped from its low point 31.3 element / Stocks rose to the highest 104.99 element / stocks , Increase as high as 235%, however 8 month 13 It has dropped somewhat since . Announcement shows that , Aerospace Science and industry venture capital plans to reduce its holdings by no more than 21941705 stocks , Accounting for the total share capital of a company 13.71%. According to the current situation of Shengong Co., Ltd 86 The share price of yuan , The cash out scale of Aerospace Science and industry venture capital can reach 19 One hundred million yuan .

Cash out 25 Billion , Return 65 times

Shengong Co., Ltd. is a leading supplier of semiconductor monocrystalline silicon materials in China ,2020 year 2 In June, it was successfully listed on the science and innovation board . Aerospace Science and industry venture capital from 2015 In, he began to invest in Shengong shares , When Shengong shares are listed , Aerospace Science and industry venture capital holds its 21.96% Shares of , It is the third largest shareholder .

Whether it's the absolute scale of cash out , Or multiple returns , The performance of this investment of Aerospace Science and industry venture capital is very outstanding .

2021 year 2 After the lifting of the ban on yueshengong shares , Aerospace Science and industry venture capital announced the reduction plan at the first time , Accumulated reduction in the following six months 1320 Thousands of stocks , Reduction ratio 8.25%, The total amount of reduction 6.59 One hundred million yuan . The aerospace science and industry venture capital plans to carry out clearance reduction , The total amount of two holdings reduction and cash out can reach 25 One hundred million yuan .

In terms of multiple returns , The investment of Aerospace Science and industry venture capital is also phenomenal .

Aerospace Science and industry venture capital in 2015 The way to invest in Shengong shares in is to accept the old shares + Capital increase . The legal opinion at the time of listing shows that , One of the founding shareholders of Shengong shares, more Liang will hold 11.4% The equity of was transferred to Aerospace Science and industry venture capital for free ; in addition , Venture capital of Aerospace Science and industry 3852.92 Million yuan subscribed for the newly increased registered capital 1289.38 Ten thousand yuan .

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chart / Shengong Co., Ltd IPO Legal opinion , Beijing Science and technology innovation fund is Aerospace Science and industry venture capital

Based on this calculation , The investment of Aerospace Science and industry venture capital realized 6 year 65 Times higher return .

Central enterprises are the classic battle of venture capital

Full name of Aerospace Science and industry venture capital “ Beijing Aerospace Science and industry military civilian integration scientific and technological achievements transformation venture capital fund ( Limited partnership )”, Set up in 2012 year , It is a with the characteristics of military civilian integration , Government support 、 Social capital participation , Market-oriented venture capital funds . The main sponsor of Aerospace Science and industry venture capital is China Aerospace Science and Industry Corporation , And got the support of Beijing , The total size of the Fund 10 One hundred million yuan , Down payment 5 One hundred million yuan . In addition to Shengong shares , Aerospace Science and industry venture capital IPO The project also includes the aerospace grand plan, one of the first listed companies on the science and Innovation Board .

Shengong shares have a lot of roots with aerospace science and industry venture capital . since 2015 Chairman of Shengong Co., Ltd. since 、 Pan Liansheng, general manager ( Sikang's major shareholder ), That is, he was born in the space system .

If the old shares are transferred and the capital increase are calculated together ,2015 In, the venture capital of Aerospace Science and industry was equivalent to winning... With a valuation of only 100 million yuan 33.2% Shares of . Although Aerospace Science and industry venture capital is a venture capital fund , But in Shengong shares, it is not just an ordinary financial investor .

Shengong Co., Ltd. has maintained no controlling shareholder for a long time 、 The ownership structure of the actual controller , Aerospace Science and industry venture capital and the other two major shareholders Sikang before the reduction 、 More bright “ A situation of tripartite confrontation ”, The shareholding ratio is quite , Have 2 Seats on the board of directors and the right to nominate 1 Famous independent director . therefore , After the reduction of Aerospace Science and industry venture capital , The shareholding structure of Shengong shares will change significantly .

Behind high returns : results 4 Annual rise 5 times

2021 In, the semiconductor industry entered a super boom cycle , Shengong Co., Ltd. staged a good play of performance and share price . Recently disclosed 2021 According to the mid year news , Shengong shares in 2021 Operating revenue in the first half of 2 One hundred million yuan , Year-on-year growth 355%; Net profit 1 One hundred million yuan , Year-on-year growth 415%.

Despite the large reduction of venture capital of Aerospace Science and Industry , But the share price of Shengong shares still rose surprisingly , from 2 Month to 8 The month has more than tripled , among 7 month 12 solstice 8 month 12 It doubled in a month on the th . This also makes the stock of Aerospace Science and industry venture capital more and more expensive , The returns are getting higher and higher .

Shengong Co., Ltd. is one of the few enterprises in China that can realize stable mass production of monocrystalline silicon materials for large-size and high-purity integrated circuit etching ,2018 The annual market share is about 13%-15%, It is a leading enterprise in the subdivided field . Shengong's products are mainly used to process semiconductor grade monocrystalline silicon components , It is the core consumables necessary for wafer manufacturing and etching . More than 90% of the income of Shengong shares comes from Japan and South Korea , Main customers include Mitsubishi materials 、SK Chemical and other overseas enterprises , Its core quality indicators of semiconductor grade single crystal materials have reached the international advanced level .

Three years after the venture capital investment of Aerospace Science and industry , The performance of Shengong shares has doubled , To the pre launch 2018 Annual revenue reached 2.83 One hundred million yuan . from 2016 Year to 2018 year , The annual compound growth rate of the operating income of Shengong Co., Ltd. is 152.83%.

2019 The prosperity of the semiconductor industry fell in , The performance of Shengong also fell sharply . but 2020 Years later, the semiconductor industry recovered , As a leading enterprise in the upper reaches of the industry , The performance also rebounded rapidly .2021 The annual results broke out , Only in the first half of the year, the revenue of last year was realized .

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After the listing , Shengong stock raising 11 Billion yuan to enter the field of silicon materials for chips with broader market space , It opens a broader growth space for performance growth .

8 The moon is near 200 Home cash out has exceeded 400 Billion , Demon stocks are frequently reduced

Recent semiconductor 、 New energy and other technology sectors rose to a high , Clearance reduction also occurs frequently ,“ Technology stocks love to reduce their holdings ” It has become a market consensus .

8 Since the month , There have been nearly 200 A listed company issued a shareholder reduction announcement , Based on the upper limit of share reduction and the latest closing price , The total amount of the proposed reduction exceeds 400 One hundred million yuan , The cash out scale of many of these holdings can exceed 10 One hundred million yuan .

8 month 13 Japan , Yongfu shares announcement , Ningde times plans to reduce its holdings by no more than 5463120 stocks , The proportion in the total share capital of the company shall not exceed 3%. Based on the share price at the time of announcement , Ningde era can cash out about 6.2 One hundred million yuan .

The same is 8 month 13 Japan , Consino announcement , The major shareholders of the company are Shanghai Li'an and Suzhou li'tai ( They are all funds of Lilly Asia ) The proposed reduction shall not exceed the total share capital of the company 3.12% Shares of , Up to about 33 One hundred million yuan .

8 month 14 Japan , Northern rare earth announcement , The controlling shareholder of Baotou Steel ( The group ) The company plans to reduce its holdings by no more than 9082.67 Million shares of North rare earth shares , The reduction shall not exceed... Of the total number of shares of the company 2.5%. At current price , Baotou Steel can cash out about 42 One hundred million yuan .

8 month 24 Japan , Jinshan office announcement , Employee stock ownership platform Qiwen N Weiwei intends to reduce its holdings by no more than 3179000 stocks , The proportion in the total share capital of the company is about 0.69%, Cash out about 8.8 One hundred million yuan .

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chart /8 The large reduction since June ( part )

The above shares have been greatly reduced 、 In companies with clearance reduction , There are many hot this year “ Ghost shares ”. After being reduced by important shareholders , Yongfu shares 、 Connino 、 Jinshan office and many other companies have declined in varying degrees . One of the worst is Yongfu shares , Since the Ningde era announced the reduction of Holdings , The share price is close to halving . The superposition of the reduction announcement of Jinshan office is not as good as the expected interim report ,8 month 25 The daily opening limit .

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