Xinhua Finance and Bread Finance according to the statistics of listed companies, in October 2021, Dong Jiangao and his associates of listed companies in Shanghai and Shenzhen stock markets reduced their holdings by a total of about 2.819 billion yuan, involving 69 companies, and increased holdings totaling about 150 million yuan, involving 36 companies. After offsetting the amount of increase and reduction, the net reduction amount is 2.669 billion yuan.

In October, among all industries, the amount of reduction in the chemical industry ranked first again, and the amount of increase in the automobile industry was the largest.

Judging from the monthly change trend, in October 2021, the amount of holdings reduced by Dong Jiangao and his associates increased by 39.69% compared with the same period last year, and decreased by 66.47% compared with the same period last year; the amount of increased holdings remained basically unchanged from the same period last year, with a decrease of 72.53%.

Figure 1: changes in the monthly increase or decrease of the holding amount of Dong Jiangao and related people of listed companies from October 2020 to October 2021

The amount of reduction in the chemical industry ranks first again in Tianmu Lake and Guanghe Tonghe, both exceeding 400 million yuan.

In October 2021, Dong Jiangao and his associates of listed companies in Shanghai and Shenzhen stock markets reduced their holdings by a total of about 2.819 billion yuan, involving 69 companies.

According to the industry classification of Shenwan, the amount of reduction in the chemical industry ranks first, about 651 million yuan. It is worth mentioning that the amount of reduction in chemical industry in September is also the highest. The communications industry and the leisure service industry ranked second and third respectively, with reductions of about 475 million yuan and 432 million yuan respectively.

Figure 2: some industries with higher reduction in October 2021

In the chemical industry, the listed companies with the highest reduction amount are Peraia, Baichuan shares and Yongtai Technology. Xinpi data show that the cumulative reduction of four directors of Peraiya in October is about 299 million yuan. The two directors of Baichuan shares reduced their holdings in October by a total of about 252 million yuan. The cumulative reduction of Yongtai Technology directors' holdings in October was about 56 million yuan.

In the communications industry, the listed companies with the highest reduction amount are Guanghetong and Dongtu Technology. Specifically, Zhang Tianyu, director of Guanghetong, reduced his holdings by 425 million yuan in October. Li Ping, director of Dongtu Technology, reduced his holdings by 48.365 million yuan in October.

In the leisure service industry, the amount of reduction mainly comes from Tianmu Lake. The announcement shows that Meng Guangcai, the controlling shareholder and actual controller of Tianmu Lake, intends to transfer 21 million shares of the listed company to Liyang Chengfa, with a total transfer price of 432 million yuan.

Figure 3: the top 50 companies with the total amount of holdings reduced by Dong Jiangao and his associates in October 2021

From the perspective of individual stocks, the reduction amount of Tianmu Lake ranks first, Guanghetong ranks second, and Dabei Nong ranks third. Among them, Shao Genhuo, director of Dabei Nong, reduced his holdings to 317 million yuan in October. In addition, Peraiya, Baichuan shares and Tianhua ultra-net reduction amount are also at the top. Data show that the two directors of Tianhua Super net reduced their holdings in October by a cumulative amount of 189 million yuan.

The amount of increase in the automobile industry ranks first.

In October 2021, Dong Jiangao and his associates of listed companies in Shanghai and Shenzhen stock markets increased their holdings by a total of about 150 million yuan, involving 36 companies.

Figure 4: some industries with higher holdings in October 2021

Under the Shenwan industry classification, the increase amount of the automotive industry ranks first, about 52 million yuan, while that of the pharmaceutical and biological industry ranks second, about 19 million yuan. The increase in holdings in the electronics industry is also among the top, about 18 million yuan.

In the automobile industry, the increase in holdings mainly comes from Art. Data show that art executive Xuan Qiwu increased his holdings by 49.99 million yuan in October.

In the pharmaceutical and biological industry, the increase in holdings mainly comes from Lanfan shares and Qianyuan Pharmaceuticals. Among them, three Dong Jiangao of Lanfan shares increased their holdings by a total of 10.03 million yuan in October. Huang Lequn, director of Qianyuan Pharmaceutical, and Zuo Xuemin, supervisor, increased their holdings by 8.8 million yuan in October.

In the electronics industry, the increase mainly comes from Genesis and Liande equipment. Data show that Zhou Qichao, a senior executive of Genesis, increased his holdings by 10.56 million yuan in October. Nie Quan, a Liande equipment executive, increased his holdings by 5.825 million yuan in October.

Figure 5: companies increased by Dong Jiangao and his associates in October 2021

In terms of individual stocks, Art ranked first, Genesis ranked second, and Annoch ranked third. HTC and Lanfan shares are not far behind. Among them, Shen Guofu, a shareholder of HTC with a stake of more than 5 per cent, increased his holdings by 10.047 million yuan in October. (JZY)

[reading Financial report] is a column jointly created by Xinhua Finance and Bread Finance to interpret the financial statements of listed companies. Xinhua Finance is the national financial information platform undertaken by Xinhua News Agency, which covers the global stock market, foreign exchange market, bond market and other financial markets, and provides authoritative, professional and comprehensive financial information services.

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