Recently, Obi Zhongguang-UW (688322.SH) walked out of a wave of the main rising wave market, and its stock price rose 5.88% on February 7, hitting a new high since its listing. According to statistics, since September 24, 2024, the stock price has risen by more than 178%.

Tianfeng emerging industry team believes that Obi Zhongguang is one of the few companies in the field of robot vision sensors in China that can benchmark Intel Realsense, and it is expected to be deeply bound to Nvidia and is expected to be stuck in the two intelligent golden tracks of humanoid robots "eyes + brains".

However, the largest institutional shareholder, Shanghai Yunxin Venture Capital Co., Ltd. ("Shanghai Yunxin"), has begun to reduce its holdings.

On the evening of February 7, Obi Zhongguang announced that Shanghai Yunxin, a shareholder holding more than 5% of the shares, reduced its holdings by a total of 822,000 shares through centralized bidding from January 10 to February 7, accounting for 0.21% of the total share capital. After the reduction, Shanghai Yunxin holds 48 million shares, accounting for 12% of the total share capital.

The announcement pointed out that the reduction of holdings will not lead to a change in the controlling shareholder and actual controller of Obi Zhongguang. Shanghai Yunxin's shareholding reduction behavior is consistent with its pre-disclosed intention to reduce shareholdings, and the actual number of shares to be reduced does not exceed the number of shares planned to be reduced, which is in line with relevant laws and regulations and the requirements of the corporate governance structure. This equity change is a normal reduction behavior and will not have a significant impact on the company's continuing operations.

In fact, on November 28 last year, Obi Zhongguang received the "Shareholding Reduction Plan Notification Letter" issued by Shanghai Yunxin, a shareholder holding more than 5% of the shares.

Due to its own capital planning needs, Shanghai Yunxin plans to reduce its holdings of Obi Zhongguang shares through centralized bidding and/or block trading, with a total of no more than 12 million shares (no more than 3% of the total share capital), of which it intends to reduce its holdings by centralized bidding by no more than 1% of the total share capital, and intends to reduce its holdings by block trading by no more than 2% of the total share capital, and the reduction period is within 3 months after 15 trading days from the date of the announcement of this shareholding reduction plan.

According to this calculation, Shanghai Yunxin can also reduce its holdings of 3.178 million shares through centralized bidding transactions, accounting for about 0.79% of the total share capital.

It is worth noting that Shanghai Yunxin is a wholly-owned subsidiary of Ant Technology Group Co., Ltd., established in February 2014, the legal representative is Ji Gang, and the 48.8221 million shares of Obi Zhongguang held were obtained before the IPO.

Obi Zhongguang was listed in July 2022 with an issue price of 30.99 yuan per share, and has not carried out dividend transfer so far. According to the closing price of 60 yuan per share on February 7, Shanghai Yunxin currently holds 48 million shares, with an estimated floating profit of about 1.4 billion yuan.

The reporter noted that also because of its own capital planning needs, Shanghai Yunxin plans to reduce its holdings in CEFC (837592. BJ), the number of shares reduced is not higher than 621,500 shares, which is not more than 1% of the total share capital. According to Wind data, Shanghai Yunxin is also one of the top ten shareholders of A-share listed companies such as Longxin Group and Yongan Bank.

△The top ten shareholders include the A-share listed company of Shanghai Yunxin Venture Capital Co., Ltd

(Disclaimer: The content of this article is for reference only and does not constitute investment advice.) Investors act accordingly at their own risk. ）