Changjiang Commercial Daily News ● Changjiang Commercial Daily reporter Xu Jia
For four years, Yuexiu Capital (000987.SZ) initiated the reduction of CITIC Securities (600030.SH) for the first time.
On the evening of November 12, Yuexiu Capital announced that as of November 12, 2024, CITIC Securities shares have been sold, accounting for 0.19%of CITIC Securities.Including the above -mentioned shares, Yuexiu Capital and its subsidiaries intend to sell shares that do not exceed 1%of CITIC Securities through the secondary market.
Based on the announcement of the announcement of the A -share price of CITIC Securities on the day, Yuexiu Capitals reference to the reference of the reference of the reference was about 5.029 billion yuan.
It is worth noting that before the Yuexiu Capital Plan reduced its holdings, on November 8, CITIC Securities A shares rushed to 36.49 yuan/share, which was in April 2015The highest price since.As of the closing of November 13, CITIC Securities A shares closed at 32.92 yuan/share, and the increase of more than 60%during the year.
The reporter from the Yangtze River Business Daily noticed that in 2020, Yuexiu Capital completed major asset reorganization, which became an important shareholder of CITIC Securities.As of the end of October this year, Yuexiu Capital and its subsidiaries held a total of 8.94%of CITIC Securities.
From 2020 to the first half of 2024, Yuexiu Capitals long -term equity investment income of CITIC Securities accounted for 5.834 billion yuan in long -term equity investment income.
Yuexiu Capital Passing Holding Holding
On the evening of November 12, Yuexiu Capital announced that the companys operating managementWithin the scope of the approval authority, the level agreed to sell some CITIC Securities shares of the company and subsidiaries. As of November 12, 2024, CITIC Securities shares have been sold for 28 million shares, accounting for 0.19%of CITIC Securities total share capital.
Including the above -mentioned shares, Yuexiu Capital and its subsidiaries intend to sell the shares that do not exceed 1%of CITIC Securities in the secondary market, and sell the shares produced by CITIC Securities shares.The net profit does not exceed 50%of the companys recent audited mothers net profit (including the net profit generated by the shares sold before November 12, 2024).
The closing price of the secondary market of CITIC Securities on the day of the announcement was disclosed on the day of the CITIC Securities Securities.
It is worth noting that before the Yuexiu Capital Plan reduced its holdings, on November 8, CITIC Securities A shares rushed to 36.49 yuan/share, which was in the past nine years.The highest point.The previous high point was 38.4 yuan/share in April 2015.
After the news of the reduction of important shareholders reduction, on November 13, CITIC Securities A shares fell 2.98%, the acquisition of 32.92 yuan/share, and the annual increase of more than 60%.
As a diversified financial listing platform under Guangzhou State -owned Assets, Yuexiu Capital currently has the "3+1" core industry of "financial leasing, non -performing asset management, investment management+strategic investment CITIC Securities" core industryStructure, and hold the diversified financial service system of business units such as futures, fintech, fintech, and other business units.
The reporter from the Yangtze River Business Daily noticed that in 2020, Yuexiu Capital completed a major asset reorganA 100%shares of Guangzhou Securities after 24.01%equity of the shares and Golden Eagle Fund.Through this transaction, Yuexiu Capital obtained 810 million A shares of CITIC Securities, accounting for 6.26%of CITIC Securitiess total share capital.
Since then, Yuexiu Capital has continued to increase its holdings of CITIC Securities shares through secondary market stocks, participating in CITIC Securities A shares, and H -shares.
As of the end of October this year, Yuexiu Capital and its subsidiaries directly and indirectly held 1.325 billion shares of CITIC Securities, accounting for 8.94%of CITIC Securities.Among them, 931 million A shares of CITIC Securities were held, accounting for 6.28%of CITIC Securities total share capital; 394 million H shares held CITIC Securities, accounting for 2.66%of CITIC Securities total share capital.All of the above stocks are non -limited -saving stocks.
Holding for four and a half years of earnings 5.834 billion
For four years, why should Yuexiu Capital reduceHolding CITIC Securities?
For the purpose of selling CITIC Securities equity, Yuexiu Capital stated that it is expected that the transaction will bring good investment income to the company, and the recovery of funds will help the company to optimize the asset structure.Promote green transformation.
The reporter from the Yangtze River Business Daily noticed that after the reorganization was completed in 2020, the income from investing in CITIC Securities became an important source of profit for Yuexiu Capital.
The data shows that from 2020 to the first half of 2024, Yuexiu Capitals long -term equity investment income of CITIC Securities is 747 million yuan, 1.607 billion yuan, and 1.639 billion yuan, respectively, 1.631 billion yuan, 210 million yuan, and a total of 5.834 billion yuan in four and a half years.
Under this influence, from 2020 to 2023, Yuexiu Capital achieved operating income of 9.687 billion yuan, 13.314 billion yuan, 14.171 billion yuan, 14.793 billion yuan, and net profit was 4.615 billion yuan., 2.48 billion yuan, 2.513 billion yuan, and 2.404 billion yuan.
In the first three quarters of 2024, Yuexiu Capital achieved operating income of 10.898 billion yuan, an increase of 3.05%year -on -year; net profit was 1.719 billion yuan, a year -on -year decrease of 16.58%.
As the leader of the voucher industry, in the first three quarters of 2024, CITIC Securities realized operating income of 46.142 billion yuan, an increase of 0.73%year -on -year; net profit was 16.799 billion yuan, an increase of 2.35%year -on -year.Among them, in the third quarter, CITIC Securities realized operating income of 15.958 billion yuan, an increase of 11.54%year -on -year; net profit was 6.229 billion yuan, a year -on -year increase of 21.94%. The number of net profit in the single quarter was the highest since the third quarter of 2021.
However, in recent years, Yuexiu Capital has continued to promote green transformation through its key development of the key new energy field through its Yuexiu lease.The semi -annual report shows that as the core subsidiary of Yuexiu Capital, in the first half of 2024, Yuexiu Leasing achieved operating income of 2.705 billion yuan, an increase of 27.40%year -on -year; net profit was 822 million yuan, an increase of 14.59%year -on -year.As of the end of June 2024, Yuexius total assets were 86.770 billion yuan and net assets were 15.126 billion yuan.
Introduction to Yuexiu Capital, in the first half of 2024, Yuexiu Leasing increased 23.310 billion yuan, of which the new energy business increased by 10.56 billion yuan, an increase of 251%year -on -year, and the investment proportion of 45.30%, The business structure of financial leasing+new energy has developed steadily.
