China Fund News Amman
In the morning of the 25th, although the three major indexes were weakly shocked, the individual stocks were wonderful.
Yesterday's soaring meta-universe concept fell into an adjustment, and salt lakes such as lithium and liquor rushed up and fell.
There are three main lines active today: 1, affected by the favorable policy of the "14th Five-Year Plan for the Development of the Power Grid of China Southern Power Grid", the transmission and distribution of electrical concept plates is strong, zhongchen shares, Xu Ji Electric, State Grid Yingda and other shares are up and down; 2, last night's opinions on strengthening the work of the elderly in the new era, this morning's pension concept stocks are pulled up, and the associated Traditional Chinese medicine, medical and education sectors are strengthening; 3, the US Department of Commerce "blackens" 12 Chinese enterprises, once again stimulating the expectation of domestic substitution, chips, Semiconductor packaging and other related concept stocks rose sharply.
In general, individual stocks rose and fell in half, and the half-day turnover of Shanghai and Shenzhen cities was nearly 700 billion yuan. By the end of the midday close, the Shanghai index was down 0.1%, the Shenzhen component index was down 0.24%, and the ChiNext index was down 0.01%. The net outflow of Shanghai Stock Connect in early trading was 955 million, and the net inflow of Shenzhen Stock Connect in early trading was 1.698 billion.
The UHV sector rose sharply, and Guodian NARI rose and stopped, with a market value of 250 billion.
Sudden "Black Swan"
5 times chip big bull stock fell to a stop
In the morning of the 25th, the chip bull stock Guoke Micro, which had soared by more than 550% this year, fell to a stop during the collective auction and fell to a stop several times after the opening. As of noon, Guoke Micro fell 20% to a halt.
On the news side, the U.S. government on Wednesday blacklisted more than a dozen Chinese companies on a trade blacklist citing national security and foreign policy concerns. The Commerce Department says the companies have helped develop the Chinese military's quantum computing efforts in some cases.
Overall, a total of 27 new entities from China, Japan, Pakistan and Singapore were added to the list. In terms of specific companies, Hangzhou Zhongke Microelectronics, Hunan Guoke Microelectronics, New H3C Semiconductor, Xi'an Aerospace Huaxun Technology and Yunxin Microelectronics were included in the entity list for "supporting the modernization of the People's Liberation Army"; Hefei National Laboratory for Physical Sciences at the Microscale, Keda Dadun Quantum, and Shanghai Guodun Quantum were added to the entity list because they "obtained and attempted to obtain U.S.-origin components to support military applications".
Interestingly, Keda Shield Quantum Technology Co., Ltd., which was also "blacklisted", did not fall but rose slightly. As of the midday close, Guodun Quantum was up 1.58%.
At the same time, the concept of domestic substitution has once again risen. In the domestic chip concept stock, Fuhan micro-up stop, national technology, Zhuosheng micro-rise more than 10%.
Entered the energy storage industry
The bull stocks of auto parts fell to a halt
The energy storage sector has been a fragrant feast for the past two months, and many listed companies have soared with this concept. Unexpectedly, Wanliyang, who had just announced the cross-border energy storage business, had solidly eaten a stop.
On the evening of November 24, Wanliyang announced that the company signed the "Framework Agreement for Equity Acquisition" with Wanliyang Group Co., Ltd., Wu Yuehua, Chen Weiqi, Xu Yifu, Zhou Cailiang, Zhang Yan, Wu Nan and Liu Mochen, and the company intends to acquire a total of 51% of the shares of Zhejiang Wanliyang Energy Technology Co., Ltd. (hereinafter referred to as Wanliyang Energy Company) held by the above-mentioned entities in cash (the capital contribution is RMB 102 million).
According to public information, Wanliyang Group Co., Ltd. holds 28.66% of the shares of the listed company Wanliyang and is the controlling shareholder of the company. Wu Yue is one of the actual controllers of Huawei. Wanliyang Group Co., Ltd. holds a 67% stake in Wanliyang Energy and is the controlling shareholder of Wanliyang Energy.
According to the business introduction, the acquired Wanliyang Energy Company is mainly engaged in the investment and operation of energy storage power stations, spot trading in the electricity market, and power safety testing.
Originally, it seemed like a good cross-border merger and acquisition, but according to previous public information, as of December 31, 2020, Wanliyang Energy Company's total assets (unaudited) were 138 million yuan and net assets were 682,400 yuan.
Although Wanliyang did not determine the price of the transaction, such a transaction was suspected of profit transmission, so it was voted by investors with their feet.
In the morning of the 25th, wanliyang opened for 5 minutes, and then quickly fell to a stop, and as of the noon close, it was still on the stop board.
Previously, Wanliyang, which is mainly engaged in the research and development, production and sales of automotive transmissions, received the benefit of the surge in sales of new energy vehicles, and its stock price has risen from the lowest 6.87 yuan to 17.87 yuan this year, an increase of 160%.
The "pig killing plate" is reproduced
Doubling bull stocks fell to a halt
On November 24, Guofa shares staged a terrifying scene, after the opening of the company's stock price gradually shocked and weakened, but since 9:44, the company's stock price suddenly fell within 1 minute straight to a stop, as of the close, there are still 240,000 hands to sell orders to seal the fall stop board.
After the stock price fell sharply, some netizens publicly questioned its "pig killing plate". In the stock bar, the reporter also saw that many netizens mentioned that "Teacher Li" brought the trader, and some netizens even said that they had withdrawn their pension and provident fund to buy the stock.
In the morning of the 25th, Guofa shares fell to a stop, as of press time, there are still nearly 580,000 lots of sell orders pressed on the stop board.
According to the semi-annual report data, the main business of Guofa Co., Ltd. is mainly composed of pharmaceutical circulation, DNA testing business, pharmaceutical manufacturing, and judicial identification.
In terms of performance, since the listing of Guofa Shares in 2003, revenue and net profit have fluctuated greatly. In terms of revenue, it reached a historical peak of 790 million yuan in 2007, and then gradually declined, only 241 million yuan in 2009, and then grew year by year, and after reaching 543 million yuan in 2012, it began to decline, and the revenue in 2020 was only 268 million yuan.
In terms of net profit, Guofa shares often hover between losses and profits, and the company has experienced two "wearing stars and hats" after listing.
Since the beginning of this year, the stock price of Guofa shares has fallen to 5.37 yuan, but then rebounded higher, and on November 12 this year, the company's stock price rose to 10.76 yuan, which was just doubled compared to the 5.37 yuan stage low price.
Reorganization of cross-border new energy batteries
P2P companies rose and fell, and 3 million hands were sealed
In the early trading of the 25th, Xinli Financial, the parent company of P2P Dezhong Finance, rose and stopped at 10.07 yuan, with a total market value of 5.2 billion yuan, and the stock price hit a new high in nearly 11 months. As of the noon close, more than 3 million lots of buy orders (about 3 billion) were sealed on the limit board.
On the news side, Xinli Financial announced that it intends to dispose of the equity of the company mainly engaged in financing guarantees, small loans, pawns and financial leasing and other financial businesses from the listed company, and place 75.6234% of the equity of BAK Power; after the completion of this transaction, BAK Power will become a holding subsidiary of the listed company.
According to public information, Shenzhen BAK Power was established in August 2015, mainly engaged in the research and development, production and sales of lithium-ion batteries, the main products include cylindrical batteries, polymer batteries and square batteries, mainly used in consumer products, new energy vehicles and energy storage and other fields.
Tianyan check shows that at present, BAK Power has a total of 23 shareholders, and BAK Battery holds 29.14% of its shares, which is the company's largest shareholder. Changxin Technology and Zhongli Group hold 11.65% and 8.29% of the shares respectively, making them the third and fourth largest shareholders. In addition, Shenzhen Venture Capital, Songhe Capital, China Merchants Zhiyuan, etc. are all shareholders of BAK Power.
This is the third time that BAK Power has "approached" A shares. At present, among the top five shareholders of BAK Power, the A-share company Zhongli Group and Changxin Technology have planned to acquire BAK Power in 2018 and 2017 respectively, but they have failed.
In 2016, Changxin Technology increased its stake in BAK Power by 800 million yuan, with a shareholding ratio of 10% and a valuation of 8 billion yuan after entering the shares; from March to May 2018, Zhongli Group increased its holdings in BAK Power, and invested in BAK Power in three times with 850 million yuan, accumulating 8.29% of the equity, according to which the valuation of BAK Power was about 10.2 billion yuan.
In the last two years and the first period, the net profit of BAK Power was -768 million yuan, -1 billion yuan and -17.0622 million yuan, respectively, and the operating loss continued. Despite the recent improvement in performance, BAK Power is still likely to continue to lose money.
In 2019, BAK Power was involved in "serial bonds" with a number of listed companies. Due to the impact of the audience Tai Automobile and Huatai Automobile's unpaid payment, BAK Power exposed cash flow problems, and once "involved" A-share companies such as Rongbai Technology, Dangsheng Technology, Xinjiubang and Hangke Technology, which provided lithium battery materials. At present, the above problems seem to have been basically resolved.
Education units counterattacked
Thinking about music soared more than 30%
The A-shares that once talked about the discoloration of education have once again ushered in a long-lost explosion of education stocks.
In the morning of the 25th, the A-share side of Chuanzhi Education rose and stopped, Kaiyuan Education rose by more than 8%, and Zhonggong Education and All Access Education followed suit.
In terms of Hong Kong stocks, education stocks are even more crazy, and ThinkingLe Education has soared by more than 30%.
New Oriental Online rose more than 15%.
On the news side, recently, the Ministry of Finance and the Ministry of Education jointly issued a notice to the relevant provinces (autonomous regions, municipalities directly under the central government, and cities with separate plans) in advance to issue a fund budget for the 2022 modern vocational education quality improvement plan, totaling about 24.9 billion yuan.
The circular requires that all localities should deepen the integration of industry and education and school-enterprise cooperation, support the implementation of the "academic certificate + vocational skill level certificate" system as required, and support the implementation of high-level vocational schools and professional construction plans with Chinese characteristics. When allocating relevant funds, it is necessary to give preference to difficult areas and weak links in light of actual conditions, and to vocational colleges with high quality of running schools and distinctive characteristics. Do a good job of coordinating funds such as capital construction projects with development and reform departments, and prevent duplicate overlap of funds and project arrangements.
In addition, on the evening of the 24th, the "Opinions of the CPC Central Committee and the State Council on Strengthening the Work on the Elderly in the New Era" was issued. The opinions focus on the problem of "urgency, difficulty and anxiety" of the elderly, and put forward specific measures from the aspects of improving the old-age service system and actively cultivating the silver economy.
Among them, the education of the elderly will be included in the lifelong education system, and colleges and universities and vocational colleges with the capacity will be encouraged to open majors and courses related to the education of the elderly.
Relying on the National Open University to prepare for the establishment of a national university for the elderly, we will build a national platform for sharing resources and public services for the elderly education. Promote the opening of universities for the elderly held by departments, industry enterprises, and colleges and universities to run schools to the society.
(Image from newscast)
Kaisa resumed trading surged 19%
Another property debt plummeted 30 percent to meltdown
On November 25, Kaisa Group resumed trading on the Hong Kong Stock Exchange, up 19% as of press time.
(Figure)
According to the announcement, Kaisa's wealth management products with a principal amount of approximately RMB1,493.4 million have matured in October and November 2021. The Company has implemented repayment measures for wealth management products with a principal amount of approximately RMB1,096.8 million. For the remaining principal amount of approximately RMB396.6 million, the issuer of the relevant product is negotiating repayment measures with the relevant holders.
Analysts said Kaisa was assessing the group's repayment obligations and the company was considering measures such as speeding up the sale of real estate projects to increase liquidity.
Kaisa's liquidity crisis was temporarily eased, but the bonds of another real estate company were sold off.
On the morning of the 25th, the "19 Shimao G3" fell 30%, and trading was temporarily suspended during the session.
The Shanghai Stock Exchange announced that 19 Shimao G3 (155391) traded abnormally this morning. In accordance with the relevant provisions of the Shanghai Stock Exchange Trading Rules and the Detailed Rules for Real-time Monitoring of Abnormal Securities Transactions on the Shanghai Stock Exchange, the SSE has decided to suspend trading in the 19Th Century G3 (155391) starting at 10:07 on November 25, 2021 and resuming trading at 14:57 on November 25, 2021. We remind investors to pay attention to trading risks and invest rationally.
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