On the morning of January 18, Xiaokang Shares (601127. SH) issued a clarification announcement that there were rumors on the Internet that the original securities research institute and a quantitative person of a public fund or a Huawei cooperative enterprise suspected of manipulating securities and insider trading were suspected of being involved in the above matters, and the company was not aware of the above matters and did not participate in the relevant violations of laws and regulations. The cooperation between Xiaokang and Huawei is normal, and the company will, as always, do a good job in production and operation and industrial layout, continue to focus on the main business, and continuously enhance the company's core competitiveness and operating performance.
It is understood that on January 17, there were rumors in the market that Chen Mou, the former chief strategist of Zhongtai Securities Research Institute, and Jin Mou, the former quantitative director of a public fund, were both arrested, or suspected of manipulating securities and insider trading. At the same time, the news said that more than 20 small groups involved were arrested, in addition to Chen and Jin, there were two Huawei employees, and the securities involved were well-off shares of Huawei's car concept.
According to media reports, in response to rumors of manipulating the securities market, Jin Responded to the media: "My work and life are normal, thank you for your concern." ”
Subsequently, however, the Shanghai Securities News confirmed the above news, saying that Chen Long "has indeed been arrested." The relevant person in charge of Zhongtai Securities also responded to the separation of the relationship after the relevant news came out, Chen Long had left the company on November 12 last year, and Zhongtai Securities was unaware of the relevant information related to Chen Long on the Internet. In fact, when Zhongtai Securities inquired about Chen Long's qualification certificate, the registration number did not exist. A brokerage source said that his securities practice certificate may have been cancelled. According to the Daily Economic News, before Chen Long left in November, a police officer went to the company's office to find him.
According to the latest information from the Securities Association of China, Chen mou has registered his resignation at the China Securities Association on November 15, 2021, and officially resigned from Zhongtai Securities.
According to public information, Chen graduated from Peking University with a master's degree in economics and a bachelor's degree in management, and has worked as a macro strategy analyst, senior strategist and fund manager of Dentons Fund and Bocom Schroder Fund. Chen Long joined Zhongtai Securities in March 2019, and as of the end of 2021, Chen has been with Zhongtai Securities for nearly three years.
Brokerage analysts have been arrested, and the well-off shares suspected of insider trading have also become the focus of everyone's attention. The shareholders are also frying pans! Xiaokang shares show that many shareholders are indignant, some people said: "If this news is true, who is responsible for the hard-earned money of tens of thousands of well-off shareholders?" Heaven forbid! Some people pessimistically said, "Xiaokang is estimated to be a word board of falling stops." There are also shareholders who are schadenfreude: "Sitting on the zhuang xiaokang, no wonder last year the well-off soared, haha, was caught." ”
For the cooperation with Xiaokang, Huawei insiders also told reporters that they had communicated with each other many times that the information on cooperation should be kept confidential. "We firmly do not allow speculation on stock prices to occur internally, and this is immediately dismissed as soon as it is found internally." At present, Huawei officials have not responded to the above news.
Huawei and Xiaokang began to contact a few years ago, and Huawei even intervened in Xiaokang's factory transformation, and finally, the two sides finalized cooperation in 2021. On March 11, 2021, it was reported that Huawei would invest $1 billion to acquire a certain proportion of Xiaokang's shares, but Huawei denied it at the time, and the relevant person of Xiaokang shares said that "everything is subject to the announcement".
Before the partnership with Huawei, Cyrus did not attract much attention, and before the two sides announced their cooperation, the Cyrus SF5 only sold hundreds of vehicles a year. After the announcement of the sale of the Xilix SF5 model on April 23, 2021, the stock price of Xiaokang shares rose sharply, rising 32% in the week and 27% in the second week, and its stock price rose by about 2.5 times by the end of June. In April 2021, when the stock price rose the most sharply, the CSRC issued the Administrative Penalty Decision Letter, on the grounds that the controlling shareholder of Xiaokang shares had previously leveraged the trading of Xiaokang shares. After the stock price soared in 2021, Xiaokang shares obtained funds through fixed increases and planned to go public in Hong Kong stocks to raise funds, and its controlling shareholders also realized through selling shares. At the same time, the car sales of Xiaokang shares are very bleak. On January 7, 2022, Xiaokang mentioned in the conference call that about 8,000 SF5 vehicles were delivered in 2021, and the reason for the small delivery volume was mainly the chip problem. Since December 2021, the stock price of Xiaokang shares has fallen all the way, with the largest decline in the range of more than 40%.
A few days ago, the media reported that the first model of the Cyrus SF5 cooperated by Kang co., Ltd. and Huawei has suspended production. It is understood that the Xilis store has been changed to the AITO brand, which is a new smart car brand released by Huawei in December, and the external publicity is jointly built by Huawei and Xiaokang Shares. Industry insiders pointed out that in fact, it is dominated by Huawei, and Xiaokang shares are equivalent to foundries, which is different from the previous Cyrus SF5 model.
Regarding the delivery time and production capacity of the new model "Q&I M5" cooperated with Huawei, Xiaokang said that there will be small batch deliveries in February this year and batch deliveries will begin in March. The M5 is mainly produced at the Liangjiang plant in Chongqing, which can produce 30 vehicles per hour, and the automation efficiency is still very high, with a monthly output of up to 15,000 vehicles. Xiaokang shares said that in March 2021, the new model was approved, and the M5 was unveiled in December 2021. The company is very confident in the sales figures for the second to fourth quarters. The company's single-month sales target for new energy vehicles is more than 10,000 units.
In addition, on January 9 this year, Yu Chengdong, managing director of Huawei, CEO of consumer business, and CEO of smart car solution BU, connected with the media at its headquarters in Shenzhen, saying that it plans to sell cars in 1,000 stores by the end of this year. "Assuming that each store can sell 30 units per month, monthly sales can reach 30,000 units, this year Huawei will challenge the sales target of 300,000 units, so that the annual sales of cooperative car companies will reach 100 billion yuan."
For Huawei, it has repeatedly reiterated that it will not build cars. In November 2020, a document issued by Huawei Ren Zhengfei showed that Huawei made business adjustments to enter the automotive-related field, but did not build the whole vehicle and only focused on ICT technology to help car companies build good cars. The document also conveys a strong message: Huawei does not build cars, who talk about building cars again, transferred from their posts. The document also requires that the two divisions established for the automotive-related business adhere to this strategy and have no authority to change it.
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