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北京时间·🕒 发布 15:57:00·⟳ 抓取 15:58:48·⚡ 决策 08-26 16:01:29 +2m41s·62.4 天前
Shell披露既有回购计划下的单日股份注销回购明细
公告本身确认买入属于2026年7月30日既有回购计划，未披露新增授权、规模上调、提前完成、取消或基本面变化，因此不构成新的方向性交易催化。
📄 原文GlobeNewswire All Public Companies↗ 原文
Transaction in Own Shares
August 25, 2026 • • • • • • • • • • • • • • • • Shell plc (the 'Company') announces that on 25 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下的日度执行披露，没有新增授权、规模上调或基本面预期差。
不做 Shell plc（SHEL.GB）
不做Shell plc（SHEL.L）：公告对应主上市股份，但事件性质仍为例行合规披露，缺少可交易边际信息。
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
这是一条Shell既有股份回购计划下的日度成交明细，核心事实是已执行买入并注销，且执行期、执行方和参数均来自此前已公布计划。单日回购执行本身对Shell市值和预期回报的边际信息很小，不能支持新的LONG或SHORT。
消息传播链
- Shell发布2026年8月25日股份回购执行明细，说明属于既有回购计划。
- 此前公告已披露回购计划框架、执行期和Goldman Sachs International独立执行安排；本次没有改变该框架。
主要风险
- 本次不是新增回购授权或加码，若仅按“公司回购”追多，容易把例行披露误判为新增股东回报催化。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-30 · 影响 weakens
反向检查显示回购计划框架已提前公布，本条没有新增授权或规模上调，削弱追多逻辑。
检索:Shell transaction in own shares existing buy-back programme 30 July 2026 23 October 2026 原文 ↗ - 做空前查反向 · 来源 web · 日期 2026-08-26 · 影响 none
未发现本事件包含取消回购、削减股东回报、融资压力或监管处罚等明确利空事实。
检索:Shell transaction in own shares cancellation daily buyback disclosure 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例不足没有改变结论；决定性因素是本公告明确挂靠既有计划且无新增事实。
方向:例行日度回购执行披露通常不提供方向性增量，真正可比的交易锚点应是新增回购授权或规模变化，而非每日成交清单。
涨幅量级:未能用event_study量化；本次单日成交相对Shell市值预计很小，且无新增授权规模。
形态:同类日度回购明细更像合规披露而非独立催化，容易无反应。
原文全文
展开原文 · 3,166 字
Transaction in Own Shares
August 25, 2026
• • • • • • • • • • • • • • • •
Shell plc (the 'Company') announces that on 25 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 |
| 25/08/2026 | 1,200,000 | £ 34.0800 | £ 33.6600 | £ 33.8391 | LSE | GBP |
| 25/08/2026 | 200,000 | £ 34.0750 | £ 33.6650 | £ 33.8408 | Chi-X (CXE) | GBP |
| 25/08/2026 | - | - | - | - | BATS (BXE) | GBP |
| 25/08/2026 | 275,000 | € 39.9150 | € 39.3850 | € 39.6021 | XAMS | EUR |
| 25/08/2026 | - | - | - | - | CBOE DXE | EUR |
| 25/08/2026 | - | - | - | - | 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 25, 2026
• • • • • • • • • • • • • • • •
Shell plc (the 'Company') announces that on 25 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 |
| 25/08/2026 | 1,200,000 | £ 34.0800 | £ 33.6600 | £ 33.8391 | LSE | GBP |
| 25/08/2026 | 200,000 | £ 34.0750 | £ 33.6650 | £ 33.8408 | Chi-X (CXE) | GBP |
| 25/08/2026 | - | - | - | - | BATS (BXE) | GBP |
| 25/08/2026 | 275,000 | € 39.9150 | € 39.3850 | € 39.6021 | XAMS | EUR |
| 25/08/2026 | - | - | - | - | CBOE DXE | EUR |
| 25/08/2026 | - | - | - | - | 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。