46 Companies Released Share Buyback Plans This Year, with Financing Funds Significantly Increasing Positions in 5 Companies

Securities Times Reporter Liu Junling

Since 2026, the overall A-share market has maintained a volatile trend.

In this market environment, major shareholders of listed companies have actively launched share repurchase plans, demonstrating their firm confidence in the company’s intrinsic value and long-term development prospects with real funds.

Since the beginning of the year, 46 companies have announced major shareholder shareholding increase plans

According to Securities Times Data Treasure, since the beginning of this year, a total of 46 listed companies have issued major shareholder shareholding increase plans (excluding transfers among concerted parties), of which 43 disclosed the minimum amount to be increased or have completed the increase, totaling 3.298 billion yuan.

Nine companies plan to increase their holdings by 100 million yuan or more, with Conch Cement, China Eastern Airlines, and Meihua Biological leading, with minimum increase amounts of 700 million yuan, 500 million yuan, and 304 million yuan, respectively.

Conch Cement announced that its controlling shareholder plans to increase its holdings by no less than 700 million yuan (including) and no more than 1.4 billion yuan (including) within six months from the date of announcement. Industrial Bank Wuhu Branch agreed to provide a special loan of up to 1.26 billion yuan to Conch Group for the share increase, with a loan term of three years. This is also the first share repurchase plan announced by the controlling shareholder since 2015, after 11 years. The stock rose 5.86% the day after the announcement.

By industry, the most companies that disclosed shareholding increase plans belong to the pharmaceutical and biological sector, with companies like Zhitai Huang, Puluo Pharmaceutical, and Keyuan Pharmaceutical planning to increase their holdings with minimum amounts of 50 million yuan or more.

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

14 companies show improved performance

In terms of performance, among the 46 companies that announced major shareholder shareholding increase plans, 29 released their 2025 annual reports, earnings forecasts, or performance briefings. Among them, 14 companies are expected to perform well: one expects to turn losses into profits, eight expect to reduce losses year-on-year, and five expect to see growth in net profit attributable to shareholders.

Among the companies with increased net profit attributable to shareholders, Ouke Yi saw the highest growth. The company expects to achieve a net profit attributable to shareholders of 104 million yuan, an increase of 81.18% year-on-year. The company stated that CNC cutting tools, as key consumables for precision machining, have seen continuous market demand growth. Its CNC blade project has completed product structure upgrades, with capacity utilization significantly increasing in the second half of 2025. Meanwhile, the capacity release speed of the CNC tool industrial park project exceeded expectations, further enhancing the company’s profitability.

Executives at Ouke Yi plan to increase their holdings by 10 million to 20 million yuan.

Kaiser Travel expects to turn a profit in 2025, with net profit attributable to shareholders estimated between 32 million and 48 million yuan. Recently, the company stated on an investor Q&A platform that it highly values the “AI + Tourism” sector, continuously refining and optimizing its underlying business system data. Going forward, the company will continue to build product barriers through independent R&D, steadily promote the integration of informatization and AI technology, and explore more efficient ways to expand tourists and deliver services.

Five companies significantly increased their holdings through financing

Companies announcing shareholding increases have attracted financing funds. Data shows that since the beginning of the year, the net financing purchase amount for companies with major shareholder shareholding increase plans reached 658 million yuan; 16 companies received net financing purchases, with Ouke Yi, Binhua Shares, Meihua Biological, Kaiying Network, and China Eastern Airlines each exceeding 100 million yuan in net buy-in.

Ouke Yi, driven by good performance and shareholder increases, has attracted financing funds totaling 1.08 billion yuan since the beginning of the year. The company, which has a PCB concept, stated during investor research that it has proactively laid out rod material R&D, possessing ultra-fine nanocrystalline hard alloy manufacturing capabilities. Currently, its CNC tool park has a capacity of 1,300 tons of rod materials, capable of quickly forming PCB drill bit rods and supply capacity.

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