🏢 官网IRHOYA Investor RelationsCodex · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 14:00:00(东京 15:00)时区推断·⟳ 抓取 14:02:53·⚡ 决策 09-01 14:04:57 +2m04s·56.2 天前
HOYA披露8月已回购约250亿日元股份，属于既有回购计划的执行进展
本次只是既有股份回购计划的月度执行状态，利好方向明确但新增信息主要是执行进度，缺少足以支撑盘中新开仓的预期差。
📄 原文HOYA Investor Relations↗ 原文
Notice Regarding the Status of Own Share Repurchase (143KB)
September 1, 2026 Company Name: HOYA CORPORATION Representative: Eiichiro Ikeda, President and CEO (Code: 7741, TSE Pri…
不做 HOYA CORPORATION（7741.JP）
不做HOYA CORPORATION（7741.JP）：本次是既有2000亿日元回购计划的月度执行披露，方向偏利好但新增预期差不足，且未核实时价，无法形成可执行交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
HOYA在一手IR公告中披露8月按既有回购计划买入约250亿日元股份，事件对每股权益和供需偏正面；但2000亿日元总额度和计划框架已在7月31日决议，本次没有扩大额度、延长期限、加速承诺或业绩增量，短线交易edge不足，因此不做。
🔎 新鲜度:最早出现 2026-09-01 · 扩散 low · price-in 风险 medium ↗
关键理由
- 8月实际回购约250亿日元，证明7月31日批准的2000亿日元回购计划已经开始执行，对股本供需和每股权益偏正面。
- 本次回购金额约为计划上限的12.5%，但属于既有计划内执行进度披露，不是新增资本返还承诺。
- 没有披露新增经营业绩、指引上调或超出原计划的回购额度，难以形成独立短线预期差。
主要风险
- 若市场此前已按2000亿日元回购计划定价，月度执行数据容易被视为程序性披露。
- 未使用实时行情核验当前涨跌和盘口，因此不具备给出可执行入场价的条件。
反向证据
- 做多前查反向 · 来源 filing · 日期 2026-09-01 · 影响 weakens
公告自身显示本次为既有计划执行状态，未披露新增授权、上调额度或业绩改善。
检索:HOYA 7741 自有股份回购 2026年8月 执行状态 新增授权 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例证据不足且事件本身新增性有限，最终不下ENTER单。
方向:股份回购执行通常方向偏正面，但月度执行状态相较新授权回购的事件强度较弱。
涨幅量级:未取得可用同市场同机制先例，不能据此校准短线涨幅。
形态:程序性月度回购状态披露存在被视为已预期信息的风险。
原文全文
展开原文 · 2,621 字
September 1, 2026
Company Name: HOYA CORPORATION
Representative: Eiichiro Ikeda, President and CEO
(Code: 7741, TSE Prime Market)
Contact: Corporate Communication Department
Telephone: +81-(0)3-6911-4824
Notice Regarding the Status of Own Share Repurchase
(Based on Articles of Incorporation
pursuant to Article 459.1 of the Companies Act of Japan)
HOYA CORPORATION (“The Company”) today announced the status of the Company’s own share
repurchase under its going repurchase plan resolved at the Board of Directors meeting of January 30, 2026,
based on Article 39 of Articles of Incorporation pursuant to Article 459.1 of the Companies Act of Japan as
below.
Details of Share Repurchase
(1) Class of shares Common stock
(2) Number of own shares repurchased 973,500
(3) Amount paid for repurchase 24,998,334,500yen
(4) Period of share repurchase August 3, 2026 through August 31, 2026
(5) Method of repurchase Market purchase on the Tokyo Stock Exchange
Note: The above repurchase information has been prepared on the basis of execution date.
For reference
1. The following details were resolved by the Company’s Board of Directors on July 31, 2026.
(1) Class of shares Common stock
(2) Number of own shares repurchased 10 million shares (maximum)
(2.99% of total shares outstanding, excluding treasury
stock）
(3) Amount to be paid for repurchase 200 billion yen (maximum)
(4) Period of share repurchase August 3, 2026 through March 24, 2027
(5) Method of repurchase Market purchase based on discretionary investment
contract
2. The accumulative number of own shares repurchased until August 31, 2026, pursuant to the Board of
Directors resolution above:
(1) Accumulative number of own shares repurchased 973,500
(2) Total accumulative repurchase amount 24,998,334,500yen
-End-
Company Name: HOYA CORPORATION
Representative: Eiichiro Ikeda, President and CEO
(Code: 7741, TSE Prime Market)
Contact: Corporate Communication Department
Telephone: +81-(0)3-6911-4824
Notice Regarding the Status of Own Share Repurchase
(Based on Articles of Incorporation
pursuant to Article 459.1 of the Companies Act of Japan)
HOYA CORPORATION (“The Company”) today announced the status of the Company’s own share
repurchase under its going repurchase plan resolved at the Board of Directors meeting of January 30, 2026,
based on Article 39 of Articles of Incorporation pursuant to Article 459.1 of the Companies Act of Japan as
below.
Details of Share Repurchase
(1) Class of shares Common stock
(2) Number of own shares repurchased 973,500
(3) Amount paid for repurchase 24,998,334,500yen
(4) Period of share repurchase August 3, 2026 through August 31, 2026
(5) Method of repurchase Market purchase on the Tokyo Stock Exchange
Note: The above repurchase information has been prepared on the basis of execution date.
For reference
1. The following details were resolved by the Company’s Board of Directors on July 31, 2026.
(1) Class of shares Common stock
(2) Number of own shares repurchased 10 million shares (maximum)
(2.99% of total shares outstanding, excluding treasury
stock）
(3) Amount to be paid for repurchase 200 billion yen (maximum)
(4) Period of share repurchase August 3, 2026 through March 24, 2027
(5) Method of repurchase Market purchase based on discretionary investment
contract
2. The accumulative number of own shares repurchased until August 31, 2026, pursuant to the Board of
Directors resolution above:
(1) Accumulative number of own shares repurchased 973,500
(2) Total accumulative repurchase amount 24,998,334,500yen
-End-
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。