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Individual Investors Own 31% of YTO Express Group Co.,Ltd. (SHSE:600233) Shares but Private Companies Control 45% of the Company

Individual Investors Own 31% of YTO Express Group Co.,Ltd. (SHSE:600233) Shares but Private Companies Control 45% of the Company

个人投资者拥有圆通快递集团有限公司 31% 的股份, Ltd.(上海证券交易所代码:600233)股份,但私营公司控制着该公司 45% 的股份
Simply Wall St ·  02/19 21:13

Key Insights

关键见解

  • Significant control over YTO Express GroupLtd by private companies implies that the general public has more power to influence management and governance-related decisions
  • 50% of the business is held by the top 3 shareholders
  • Institutional ownership in YTO Express GroupLtd is 10%
  • 私营公司对圆通快递集团有限公司的重大控制意味着公众拥有更大的影响管理和治理相关决策的权力
  • 50% 的业务由前三名股东持有
  • 圆通快递集团有限公司的机构所有权为10%

If you want to know who really controls YTO Express Group Co.,Ltd. (SHSE:600233), then you'll have to look at the makeup of its share registry. The group holding the most number of shares in the company, around 45% to be precise, is private companies. Put another way, the group faces the maximum upside potential (or downside risk).

如果你想知道谁真正控制了圆通快递集团有限公司, Ltd.(上海证券交易所股票代码:600233),那么你必须看看其股票登记处的构成。持有该公司股份最多的集团是私营公司,准确地说约为45%。换句话说,该集团面临最大的上行潜力(或下行风险)。

And individual investors on the other hand have a 31% ownership in the company.

另一方面,个人投资者拥有该公司31%的所有权。

Let's delve deeper into each type of owner of YTO Express GroupLtd, beginning with the chart below.

让我们从下图开始,深入研究圆通快递集团有限公司的每种类型的所有者。

ownership-breakdown
SHSE:600233 Ownership Breakdown February 20th 2024
SHSE: 600233 所有权明细 2024 年 2 月 20 日

What Does The Institutional Ownership Tell Us About YTO Express GroupLtd?

关于圆通快递集团有限公司,机构所有权告诉我们什么?

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.

机构在向自己的投资者报告时通常会根据基准来衡量自己,因此,一旦股票被纳入主要指数,他们通常会对股票更加热情。我们预计大多数公司都会有一些机构在册,尤其是在它们正在成长的情况下。

We can see that YTO Express GroupLtd does have institutional investors; and they hold a good portion of the company's stock. This implies the analysts working for those institutions have looked at the stock and they like it. But just like anyone else, they could be wrong. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at YTO Express GroupLtd's earnings history below. Of course, the future is what really matters.

我们可以看到,圆通快递集团确实有机构投资者;他们持有公司很大一部分股票。这意味着在这些机构工作的分析师已经看过这只股票,他们很喜欢。但是就像其他人一样,他们可能错了。如果多家机构同时改变对股票的看法,你可能会看到股价快速下跌。因此,值得在下面查看圆通快递集团有限公司的收益记录。当然,未来才是真正重要的。

earnings-and-revenue-growth
SHSE:600233 Earnings and Revenue Growth February 20th 2024
SHSE: 600233 2024 年 2 月 20 日收益和收入增长

YTO Express GroupLtd is not owned by hedge funds. Our data shows that Shanghai Yuantong Jiaolong Investment Development (Group) Co.,Ltd is the largest shareholder with 30% of shares outstanding. Hangzhou Haoyue Enterprise Management Co., Ltd. is the second largest shareholder owning 11% of common stock, and Hangzhou Ali Venture Capital Co., Ltd. holds about 9.1% of the company stock.

圆通快递集团有限公司不归对冲基金所有。我们的数据显示,上海元通蛟龙投资发展(集团)有限公司, Ltd是最大股东,已发行股份的30%。杭州皓月企业管理有限公司是第二大股东,拥有11%的普通股,杭州阿里创业投资有限公司持有公司约9.1%的股份。

After doing some more digging, we found that the top 3 shareholders collectively control more than half of the company's shares, implying that they have considerable power to influence the company's decisions.

在进一步挖掘之后,我们发现前三名股东共同控制了公司一半以上的股份,这意味着他们拥有影响公司决策的巨大权力。

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. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.

虽然研究公司的机构所有权数据是有意义的,但研究分析师的情绪以了解风向哪个方向吹来也是有意义的。有不少分析师报道了该股,因此你可以很容易地研究预测的增长。

Insider Ownership Of YTO Express GroupLtd

圆通快递集团有限公司的内部所有权

While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves.

尽管内部人士的确切定义可能是主观的,但几乎每个人都认为董事会成员是内部人士。公司管理层对董事会负责,后者应代表股东的利益。值得注意的是,有时高层管理人员自己也是董事会成员。

Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group.

大多数人认为内部所有权是积极的,因为这可能表明董事会与其他股东关系良好。但是,在某些情况下,过多的权力集中在该群体中。

Our most recent data indicates that insiders own some shares in YTO Express Group Co.,Ltd.. This is a big company, so it is good to see this level of alignment. Insiders own CN¥2.2b worth of shares (at current prices). It is good to see this level of investment by insiders. You can check here to see if those insiders have been buying recently.

我们的最新数据显示,内部人士拥有圆通快递集团有限公司的部分股份。,有限公司。这是一家大公司,因此很高兴看到这种一致性。内部人士拥有价值22亿元人民币的股票(按当前价格计算)。很高兴看到内部人士的这种投资水平。你可以在这里查看这些内部人士最近是否在买入。

General Public Ownership

一般公有制

With a 31% ownership, the general public, mostly comprising of individual investors, have some degree of sway over YTO Express GroupLtd. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run.

圆通快递集团拥有31%的所有权,主要由个人投资者组成的公众对圆通快递集团有限公司有一定程度的影响力。尽管这个群体不一定能做主,但它肯定会对公司的运作方式产生真正的影响。

Private Equity Ownership

私募股权所有权

Private equity firms hold a 9.1% stake in YTO Express GroupLtd. This suggests they can be influential in key policy decisions. Sometimes we see private equity stick around for the long term, but generally speaking they have a shorter investment horizon and -- as the name suggests -- don't invest in public companies much. After some time they may look to sell and redeploy capital elsewhere.

私募股权公司持有圆通快递集团有限公司9.1%的股份。这表明他们可以在关键政策决策中发挥影响力。有时我们会看到私募股权长期存在,但总的来说,它们的投资期限较短,而且顾名思义,对上市公司的投资并不多。一段时间后,他们可能会考虑出售资本并将其重新部署到其他地方。

Private Company Ownership

私人公司所有权

We can see that Private Companies own 45%, 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,私人公司拥有45%的已发行股份。仅凭这一事实很难得出任何结论,因此值得研究谁拥有这些私营公司。有时,内部人士或其他关联方通过独立的私人公司持有上市公司的股份权益。

Next Steps:

后续步骤:

I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. Consider for instance, the ever-present spectre of investment risk. We've identified 1 warning sign with YTO Express GroupLtd , and understanding them should be part of your investment process.

我觉得看看究竟谁拥有一家公司非常有趣。但是,要真正获得见解,我们还需要考虑其他信息。例如,以永远存在的投资风险幽灵为例。我们已经向圆通快递集团有限公司确定了一个警告信号,了解它们应该是您投资过程的一部分。

But ultimately it is the future, not the past, that will determine how well the owners of this business will do. Therefore we think it advisable to take a look at this free report showing whether analysts are predicting a brighter future.

但归根结底,决定这家企业所有者的表现的是未来,而不是过去。因此,我们认为最好看一下这份免费报告,该报告显示了分析师是否预测了更光明的未来。

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.

注意:本文中的数字是使用过去十二个月的数据计算得出的,这些数据是指截至财务报表日期当月最后一天的12个月期间。这可能与全年年度报告数据不一致。

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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的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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