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两大知名股东欲大幅减持 三只松鼠遭遇股价业绩双重压力

  以追求规模扩张为经营目标的三只松鼠,归母净利润增速已连续下降,净资产收益率更是跌破15%。值得注意的是,近期有两大知名机构股东欲合计减持该公司不超7218万股

三一重工  YIZHOUNIANGANGGUO,SANZHISONGSHUGUFENYOUXIANGONGSI(XIACHENGSANZHISONGSHU,300783.SZ)BIANYINGLAILEJIGOUDAGUDONGDEJUEJIANCHI。

三一重工  7YUE15RI配资开户XIANSHI,SANZHISONGSHUDISANDAGUDONGLT GROWTH INVESTMENT IX (HK) LIMITEDNIJIANCHIGONGSIGUFENBUCHAOGUO3609WANGU,JIBUCHAOGUOZONGGUBENDE9%。

三一重工  ERJIUZAIGAIJIANCHI配资开户FABUYIZHOUZHIQIAN,GAIGONGSIGANGGANGPILUDIERDAGUDONGNICE GROWTH LIMITEDJIQIYIZHIXINGDONGRENGAO ZHENG CAPITAL LIMITEDJIANCHIBUCHAOGUO3609WANGU,BUCHAOGUOZONGGUBEN9%DE配资开户。

三一重工  XUYAOZHUYIDESHI,LIANGCIGUFENJIANCHIHEJIDA7218WANGU,YUEZHANSANZHISONGSHUZONGLIUTONGGUFENDE31.8%。

  YIGEZHIDESIKAODEWENTISHI,JIGOUGUDONGWEIHEZAIZHEIGESHIDIANXUANZEDAFUJIANCHISANZHISONGSHUDEGUPIAO?

  《TOUZISHIBAO》YANJIUYUANZHUYIDAO,JINSANNIANLAI,SANZHISONGSHUCHUYUZENGSHOUBUZENGLIDEZHUANGTAI,GUIMUJINGLIRUNZENGSUYILIANJIANG。QIEJINNIANLAI,XIAOFEIZHEZHENDUIGAIGONGSICHANPINWEISHENGHEZHILIANGDETOUSUXIANZHUZENGJIA。

三一重工  2020NIANDIYIJIDU,ZAIXINGUANFEIYANYIQINGYINGXIANGXIA,SANZHISONGSHUSHIXIANYINGYESHOURU34.12YIYUAN,TONGBIZENGZHANG19%;SHIXIANGUIMUJINGLIRUN1.88YIYUAN,TONGBIXIAHUA24.58%。QIYINGSHOUHEGUIMUJINGLIRUNZENGSUJIAOQUNIANTONGQIFENBIEXIAHUA8.17GEBAIFENDIANHE31.53GEBAIFENDIAN。 

  JIEZHI7YUE24RISHOUPAN,SANZHISONGSHUGUJIABAOSHOUYU65.85YUAN/GU,DANGRIXIADIE6.41%,YIJIAO52ZHOUGAODIANXIACUO27%。

  三只松鼠上市以来股价走势(元/股)

数据来源:Wind

  两大股东减持额占流通盘近1/3

  JU配资开户XIANSHI,7YUE13RI,SANZHISONGSHUYOU18597.6WANGUSHOUFAXIANSHOUGUJIEJIN,ZHANZONGGUBENDE46.38%,ZHANXIANSHOULIUTONGGUDE51.66%。

三一重工  QIZHONG,ZHUYAOBAOKUONICE GROWTH LIMITED、LT GROWTH INVESTMENT IX (HK) LIMITED、SHANGHAIZIYOUSONGSHUTOUZIZHONGXIN(YOUXIANHEHUO)、GAO ZHENG CAPITAL LIMITED、SHANGHAIZIYOUTOUZIGUANLIYOUXIANGONGSIZAINEIDEWUMINGGUDONG。

  ZHIDEZHUYIDESHI,NICE GROWTH LIMITEDHEGAO ZHENG CAPITAL LIMITEDSHIIDGZIBENQIXIAJIJIN;ERLT GROWTH INVESTMENT IX (HK) LIMITEDDEBEIHOUSHIJINRIZIBEN。

  JU《TOUZISHIBAO》YANJIUYUANLEJIE,NICE GROWTH LIMITEDDESHOUCIRUGUSHIJIANSHI2012NIAN,LT GROWTH INVESTMENT IX (HK) LIMITEDDESHOUCIRUGUSHIJIANWEI2013NIAN,GAO ZHENG CAPITAL LIMITEDSHOUCIRUGUSHIJIANWEI2014NIAN。

  JIEZHI2020NIANYIJIDUMO,IDGZIBENHEJINRIZIBENQIXIAJIJINFENBIEWEILIESANZHISONGSHUDIERDAHEDISANDAGUDONG,QIZHONGIDGQIXIADELIANGZHIJIJINHEJICHIGU24.83%,JINRIZIBENQIXIAJIJINCHIGU16.73%。

三一重工  CICIJIANCHILIANGDAGUDONGYEZHUYAOSHIIDGZIBENHEJINRIZIBENQIXIADEJIJIN。

  JU7YUE8RI配资开户XIANSHI,SANZHISONGSHUDIERDAGUDONGNICE GROWTH LIMITEDJIQIYIZHIXINGDONGRENGAO ZHENG CAPITAL LIMITEDJIHUA6GEYUENEIJIANCHIBUCHAOGUO3609WANGU,BUCHAOGUOGONGSIZONGGUBENDE9%。SANZHISONGSHU7YUE15RI配资开户YIXIANSHI,QIDISANDAGUDONGLT GROWTH INVESTMENT IX (HK) LIMITEDYIJIHUAZAI6GEYUENEIJIANCHIBUCHAOGUO3609WANGU,BUCHAOGUOGONGSIZONGGUBENDE9%。

  LIANGDAGUDONGCIFANHEJIJIANCHI7218WANGU,YI7YUE23RISHOUPANJIAJISUAN,QIJIANCHIJINEHUOCHAO50YIYUAN,ZHANLIUTONGSHIZHIDEBILIJINSANFENZHIYI。

  SUIRAN,CHUANGTOUGONGSIDEJIANCHITUICHU、SHOUGEZHANGUOWUKEHOUFEI,DANRUCIPOQIEDEJUEJIANCHI,HAISHIXUYAOYINQIZUGOUDEZHONGSHI。

  毕竟近期三只松鼠PE(TTM)曾高达155倍,PB也达13.84倍。而同行可比上市公司良品铺子(603719.SH)的PE(TTM)为93.01(2020年上市),洽洽食品(002557.SZ)的PE(TTM)为39.6倍。

  CIWAIYIGEBUKEHUSHIDEWENTISHI,JIEZHI2020NIANYIJIDUMO,GAIGONGSIQIANSHIDAGUDONGHEJICHIGU91.48%。

  五名股东限售股解禁情况(单位:股)

数据来源:Wind

  归母净利润增速连降

三一重工  SANZHISONGSHUSHIYIJIAYIXIUXIANSHIPINWEIHEXINDEPINPAIDIANSHANG,ZHUYAOCONGSHIZIYOUPINPAIXIUXIANSHIPINDEYANFA、JIANCE、FENZHUANGJIXIAOSHOU,CHANPINZUHEFUGAIJIANGUO、GANGUO、GUOGAN、HUACHAJILINGSHIDENGDUOGEZHUYAOXIUXIANSHIPINPINLEI。

  Wind数据显示,2017年—2019年,三只松鼠分别实现营收55.54亿元、70.01亿元和101.73亿元,同比增长为25.58%、26.05%和45.30%;实现归母净利润3.02亿元、3.04亿元和2.39亿元,同比增长27.70%、0.61%和-21.43%。

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