Asia-Pacific markets declined across the board, precious metals took a heavy hit! Shareholders are acting collectively! 46 companies have announced plans to increase their holdings, and leverage funds are significantly adding to their positions (with list attached)

Publicly listed companies’ major shareholders frequently announce additional share purchase plans, demonstrating long-term confidence with real investments.

Today (March 23), major market indices all declined, with the Shanghai Composite down 3.63%, closing at 3,813.28 points; the Shenzhen Component Index fell 3.76%, and the ChiNext Index dropped 3.49%. Among the core market indices, the Shanghai Red Chip Index was relatively resilient, with a decline of only 1.82%, staying within 2%.

In terms of sectors, the energy sector performed relatively well, with coal mining, coke, and oil service engineering indices experiencing slight gains. Consumer sectors such as social services, beauty and personal care, and textiles and apparel saw notable declines.

Externally, the Asia-Pacific markets all declined, with South Korea’s KOSPI down 6.49%; Japan’s Nikkei 225 fell as much as 5.03% intraday and closed down 3.48%; the FTSE Singapore Strait Index dropped 2.17%.

(Source: Wind)

Precious metals collectively plunged, with both London Gold and London Silver spot prices falling over 5% as of press time.

(Source: Wind)

Since the beginning of the year

46 companies have announced shareholder buyback plans

Since 2026, the A-share market has experienced continuous volatility. Against this backdrop, major shareholders of listed companies frequently announce additional share purchase plans, using real investments to demonstrate confidence in the company’s intrinsic value and long-term development. Such measures not only serve as a “ballast” for stock prices in the secondary market but also help strengthen shareholder control, further optimizing corporate governance.

According to Securities Times and Data Treasure, this year, 46 listed companies disclosed shareholder buyback plans (excluding transfers among insiders with coordinated actions), of which 43 disclosed minimum purchase amounts or completed purchases, totaling 3.298 billion yuan.

Nine companies plan to buy back 100 million yuan or more, with Conch Cement, China Eastern Airlines, and Meihua Biological planning the highest minimum amounts at 700 million, 500 million, and 304 million yuan, respectively.

Conch Cement announced that its controlling shareholder plans to increase holdings by no less than 700 million yuan and no more than 1.4 billion yuan within six months of the announcement. Industrial Bank Wuhu Branch has agreed to provide a special loan of up to 1.26 billion yuan to support Conch Group’s buyback, with a three-year term. This is the first buyback plan from the controlling shareholder since 2015, and the stock rose 5.86% the day after the announcement.

In terms of industry distribution, the most companies with buyback plans are in the pharmaceutical and biological sector, including Zhaofeng Pills, Pulike Pharmaceutical, and Keyuan Pharmaceutical, each planning to buy back at least 5 million yuan.

The pharmaceutical and biological industry index has fallen 7.63% since the start of the year, reaching its lowest point since June 2025. Launching buyback plans during industry lows reflects shareholders’ recognition of the value of pharmaceutical and biological companies.

14 companies report positive annual performance

Among the 46 companies that announced major shareholder buyback plans, 29 released their 2025 annual reports, earnings forecasts, or quick reports; based on net profit lower bounds from these reports, one company is expected to turn profitable, eight expect to reduce losses year-over-year, and five project profit growth.

Among those with profit growth, Ouke Yi saw the highest increase. Its quick report indicates an expected net profit attributable to shareholders of 104 million yuan, up 81.18% year-over-year.

The company stated that CNC cutting tools, as critical consumables for precision machining, are in sustained demand. Its CNC blade project completed product upgrades, significantly increasing capacity utilization in the second half of the year. Additionally, the capacity release speed of the CNC tool industrial park exceeded expectations, further enhancing profitability. Company executives plan to increase holdings, with a planned buyback amount between 10 million and 20 million yuan.

Cai Lai Travel is the only company expected to turn profitable this year, with an estimated net profit attributable to shareholders of 32 to 48 million yuan. Recently, the company stated on investor Q&A platforms that it highly values the “AI + tourism” sector, continuously refining and optimizing its core business data. Going forward, the company will continue to build product barriers through independent R&D, steadily advancing the integration of informatization and AI technology, and exploring more efficient ways to attract and serve tourists.

Five stocks significantly increased their financing holdings

Stocks announcing buyback plans have attracted leveraged funds. Data shows that since the beginning of the year, stocks with shareholder buyback plans have seen a net financing inflow of 658 million yuan; 16 stocks received net financing, with Ouke Yi, Binhua Shares, Meihua Biological, Kaiying Network, and China Eastern Airlines each receiving over 100 million yuan.

Ouke Yi has been favored due to strong performance and shareholder buy-ins, with a net financing inflow of 1.08 billion yuan since the start of the year. The company, which has PCB concepts, stated during investor surveys that it has proactively developed rod materials, with capabilities in ultra-fine nano-hard alloy production. Its CNC tool park now has a capacity of 1,300 tons of rods, capable of quickly producing PCB drill bit rods.

Among stocks with increased holdings through financing, Meihua Biological is particularly attractive due to its low valuation, with a latest rolling P/E ratio of 8.2, the lowest among stocks with buyback plans. In addition to announcing a buyback plan, the company also released a share repurchase plan at the end of 2025, with a planned amount of no less than 35 million and no more than 50 million yuan. The combined buyback and repurchase actions reflect the confidence of management and major shareholders in the company’s future profitability, growth potential, and cash flow.

Disclaimer: Data Treasure’s information does not constitute investment advice. The stock market involves risks; invest cautiously.

Proofreader: Ran Yanqing