GlobeNewswire All Public CompaniesCodex · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 18:08:00·⟳ 抓取 18:10:27·⚡ 决策 08-24 18:12:15 +1m48s·64.1 天前
Shell披露既有回购计划下的日常自有股份回购明细
公告确认的是已披露回购计划中的单日执行结果，没有新增总额度、提速、延期、注销政策变化或经营信息；对Shell plc（SHEL.US/SHEL.L）没有可交易的新增预期差。
📄 原文GlobeNewswire All Public Companies↗ 原文
Transaction in Own Shares
August 21, 2026 • • • • • • • • • • • • • • • • Shell plc (the 'Company') announces that on 21 August 2026 it purchased…
不做 Shell plc（SHEL.US）
不做Shell plc（SHEL.US）：本条只是既有回购计划的单日执行披露，没有新增回购额度、经营指引或可量化预期差。
不做 Shell plc（SHEL.GB）
不做Shell plc（SHEL.L）：公告为程序性回购明细，事件方向中性且缺少可执行edge。
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
Shell披露8月21日买回并注销约152.5万股，但文本明确这些交易属于7月30日已宣布、由Goldman Sachs按预设参数执行的既有回购计划。日度回购明细是程序性披露，对收入、利润、资本回报政策和市场预期没有新增改变，因此不做。
🔎 新鲜度:最早出现 2026-08-24 · 扩散 low · price-in 风险 high ↗
消息传播链
- Shell发布自有股份交易公告，披露2026年8月21日既有回购计划下的交易明细。
主要风险
- 若后续另有新增回购额度、资本回报上调或重大经营指引变化，需要作为新事件重新评估。
- 当前未调用到真实行情和历史事件研究工具，因此不输出任何可执行入场价。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-08-24 · 影响 weakens
公告自身确认该交易是既有回购计划下执行，不是新增授权或提高回购规模。
检索:Shell plc transaction in own shares 21 August 2026 existing buy-back programme 30 July 2026 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例不足未改变结论；核心依据是当前公告明确属于既有回购计划的日常执行。
方向:日度回购执行披露通常只是既有计划的执行信息，方向不构成新的利多。
涨幅量级:缺少可用事件研究工具和高相似先例测算；但本条本身无新增授权金额，幅度校准不影响不做结论。
形态:未发现足以把例行回购明细转化为独立短线催化的机制。
原文全文
展开原文 · 3,165 字
Transaction in Own Shares
August 21, 2026
• • • • • • • • • • • • • • • •
Shell plc (the 'Company') announces that on 21 August 2026 it purchased the following number of Shares for cancellation.
Aggregated information on Shares purchased according to trading venue:
| Date of Purchase | Number of Shares purchased | Highest price paid | Lowest price paid | Volume weighted average price paid per share | Venue | Currency |
| 21/08/2026 | 1,300,000 | £ 34.4900 | £ 34.0550 | £ 34.2588 | LSE | GBP |
| 21/08/2026 | 200,000 | £ 34.4850 | £ 34.0550 | £ 34.2329 | Chi-X (CXE) | GBP |
| 21/08/2026 | - | - | - | - | BATS (BXE) | GBP |
| 21/08/2026 | 25,000 | € 40.3550 | € 39.8600 | € 40.1513 | XAMS | EUR |
| 21/08/2026 | - | - | - | - | CBOE DXE | EUR |
| 21/08/2026 | - | - | - | - | TQEX | EUR |
These share purchases form part of the on- and off-market limbs of the Company's existing share buy-back programme previously announced on 30 July 2026.
In respect of this programme, Goldman Sachs International will make trading decisions in relation to the securities independently of the Company for a period from 30 July 2026 up to and including 23 October 2026.
The on-market limb will be effected within certain pre-set parameters and in accordance with the Company's general authority to repurchase shares on-market. The off-market limb will be effected in accordance with the Company's general authority to repurchase shares off-market pursuant to the off-market buyback contract approved by its shareholders and the pre-set parameters set out therein. The programme will be conducted in accordance with Chapter 9 of the UK Listing Rules and Article 5 of the Market Abuse Regulation 596/2014/EU dealing with buy-back programmes ("EU MAR") and EU MAR as "onshored" into UK law from the end of the Brexit transition period (at 11:00 pm on 31 December 2020) through the European Union (Withdrawal) Act 2018 (as amended by the European Union (Withdrawal Agreement) Act 2020), and as amended, supplemented, restated, novated, substituted or replaced by the Financial Services Act, 2021 and relevant statutory instruments (including, The Market Abuse (Amendment) (EU Exit) Regulations (SI 2019/310)), from time to time ("UK MAR") and the Commission Delegated Regulation (EU) 2016/1052 (the "EU MAR Delegated Regulation") and the EU MAR Delegated Regulation as "onshored" into UK law from the end of the Brexit transition period (at 11:00 pm on 31 December 2020) through the European Union (Withdrawal) Act 2018 (as amended by the European Union (Withdrawal Agreement) Act 2020), and as amended, supplemented, restated, novated, substituted or replaced by the Financial Services Act, 2021 and relevant statutory instruments (including, The Market Abuse (Amendment) (EU Exit) Regulations (SI 2019/310)), from time to time.
In accordance with EU MAR and UK MAR, a breakdown of the individual trades made by Goldman Sachs International on behalf of the Company as a part of the buy-back programme is detailed below.
Enquiries:
Media International: +44 (0) 207 934 5550; U.S. and Canada: https://www.shell.us/about-us/news-and-insights/media/submit-an-inquiry.html
Attachment
August 21, 2026
• • • • • • • • • • • • • • • •
Shell plc (the 'Company') announces that on 21 August 2026 it purchased the following number of Shares for cancellation.
Aggregated information on Shares purchased according to trading venue:
| Date of Purchase | Number of Shares purchased | Highest price paid | Lowest price paid | Volume weighted average price paid per share | Venue | Currency |
| 21/08/2026 | 1,300,000 | £ 34.4900 | £ 34.0550 | £ 34.2588 | LSE | GBP |
| 21/08/2026 | 200,000 | £ 34.4850 | £ 34.0550 | £ 34.2329 | Chi-X (CXE) | GBP |
| 21/08/2026 | - | - | - | - | BATS (BXE) | GBP |
| 21/08/2026 | 25,000 | € 40.3550 | € 39.8600 | € 40.1513 | XAMS | EUR |
| 21/08/2026 | - | - | - | - | CBOE DXE | EUR |
| 21/08/2026 | - | - | - | - | TQEX | EUR |
These share purchases form part of the on- and off-market limbs of the Company's existing share buy-back programme previously announced on 30 July 2026.
In respect of this programme, Goldman Sachs International will make trading decisions in relation to the securities independently of the Company for a period from 30 July 2026 up to and including 23 October 2026.
The on-market limb will be effected within certain pre-set parameters and in accordance with the Company's general authority to repurchase shares on-market. The off-market limb will be effected in accordance with the Company's general authority to repurchase shares off-market pursuant to the off-market buyback contract approved by its shareholders and the pre-set parameters set out therein. The programme will be conducted in accordance with Chapter 9 of the UK Listing Rules and Article 5 of the Market Abuse Regulation 596/2014/EU dealing with buy-back programmes ("EU MAR") and EU MAR as "onshored" into UK law from the end of the Brexit transition period (at 11:00 pm on 31 December 2020) through the European Union (Withdrawal) Act 2018 (as amended by the European Union (Withdrawal Agreement) Act 2020), and as amended, supplemented, restated, novated, substituted or replaced by the Financial Services Act, 2021 and relevant statutory instruments (including, The Market Abuse (Amendment) (EU Exit) Regulations (SI 2019/310)), from time to time ("UK MAR") and the Commission Delegated Regulation (EU) 2016/1052 (the "EU MAR Delegated Regulation") and the EU MAR Delegated Regulation as "onshored" into UK law from the end of the Brexit transition period (at 11:00 pm on 31 December 2020) through the European Union (Withdrawal) Act 2018 (as amended by the European Union (Withdrawal Agreement) Act 2020), and as amended, supplemented, restated, novated, substituted or replaced by the Financial Services Act, 2021 and relevant statutory instruments (including, The Market Abuse (Amendment) (EU Exit) Regulations (SI 2019/310)), from time to time.
In accordance with EU MAR and UK MAR, a breakdown of the individual trades made by Goldman Sachs International on behalf of the Company as a part of the buy-back programme is detailed below.
Enquiries:
Media International: +44 (0) 207 934 5550; U.S. and Canada: https://www.shell.us/about-us/news-and-insights/media/submit-an-inquiry.html
Attachment
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。