Multiple central SOEs disclose shareholding increase and buyback plans; Chalco gets up to 2 billion yuan boost from controlling shareholder

Corporate Action
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Summary · why it matters

On the morning of July 20, several listed central state-owned enterprises including Chalco, CRRC, and China Coal Energy announced shareholding increase plans by their controlling shareholders, while NARI Technology and Sinopec disclosed buyback plans or progress. Chalco's controlling shareholder Chinalco and its concert parties plan to increase their holdings of the company's A-shares and H-shares by 1 billion to 2 billion yuan, with the number of shares not exceeding 2% of total share capital, over a 12-month period. CRRC's controlling shareholder CRRC Group plans to increase its holdings by 150 million to 300 million yuan within the next six months, with no price range set. China Coal Energy's controlling shareholder China Coal Group plans to increase its holdings by 50 million to 100 million yuan. NARI Technology's chairman proposed a buyback of 500 million to 1 billion yuan worth of shares for equity incentives or registered capital reduction. Sinopec disclosed buyback progress, having repurchased a cumulative 77.9 million A-shares as of July 17, 2026, for a total of 365 million yuan, under a buyback plan totaling 500 million to 1 billion yuan. Several companies have recently reported improving performance. Chalco expects first-half net profit of 11.2 billion to 12.2 billion yuan, up 58% to 73% year-on-year, a record high for the period. China Shenhua Energy expects first-half net profit of 26.3 billion to 29.8 billion yuan, up 6.9% to 21.1% year-on-year.

Impact on stocks 6

Others▲ · 6 stocks
CRRC Corp Ltd Class A
601766
▲ PositiveCapitalrelevance

Controlling shareholder plans to increase holdings by 150M-300M yuan within six months.

China Coal Energy Co Ltd
601898
▲ PositiveCapitalrelevance

Controlling shareholder China Coal Group plans to increase holdings by 50-100 million yuan, signaling confidence.

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