Noontime news | The worst start of A-shares in 6 years hit tens of billions of private placements; the chairman of Tongce Medical ignored the epidemic prevention policy to "find a relationship" and went into the temple to burn incense; blu-ray development matured debt to 30 billion

Event attention

In the first month of 2022, the performance of A shares was dismal, setting a bad start in 6 years, and even the tens of billions of private placements that gathered many masters were also losing money, which obviously exceeded the expectations of many investors. According to the data of the private placement network, as of February 7, the average return of tens of billions of private placements this year is -4.32%, and of the 94 tens of billions of private equity institutions that publicly disclose their performance, only 11 have recorded positive returns, and the rest are all floating losses, and the losses of some tens of billions of private equity products are even as high as 15%-20%. (Securities Times)

Statistics found that as of February 9, 127 A-share companies have received letters of concern or inquiry letters after issuing performance forecasts, of which 51 are "ST" families. In summary, the supervision is based on the new delisting regulations, first of all, pay attention to whether the "ST" family will circumvent the financial compulsory delisting indicators in 2021, and repeatedly inquire whether to borrow large debt exemptions to avoid delisting; secondly, the performance forecasts of a number of A-share companies highlight the sluggish main business, resulting in repeated regulatory inquiries and countermeasures; finally, the doubts about information disclosure and other issues are also concerned by the regulator. (Shanghai Securities News)

According to the data released by the China Gold Association on February 9, the national gold consumption increased by 13% year-on-year during the 7 days of the Spring Festival holiday this year, and the holiday factor pulled consumer demand for gold. During this year's Spring Festival, gold malls around the world are rich in products, product innovation and upgrading, and launched simple retro style gold jewelry. In addition, the Winter Olympics commemorative gold and silver bars and commemorative gold and silver medallions are also important products to drive gold consumption.

According to the website of the National Health Commission, at 0-24:00 on February 9, 31 provinces (autonomous regions and municipalities directly under the Central Government) and the Xinjiang Production and Construction Corps reported 29 new confirmed cases. Among them, there were 22 imported cases (9 cases in Guangdong, 8 cases in Shanghai, 2 cases in Jilin, 1 case in Zhejiang, 1 case in Fujian, and 1 case in Guangxi), including 2 cases from asymptomatic infected people to confirmed cases (1 case in Guangdong and 1 case in Guangxi), and 7 local cases (all in Baise City, Guangxi). There were no new deaths.

Large companies

【The chairman of Tongce Medical revealed that he ignored the epidemic prevention policy to "find a relationship" and went to the temple to burn incense? The local government's emergency response] Lu Jianming, chairman of "Yamao" Tongce Medical, posted on Weibo the Jingshan Temple incense burning prayer activities, inadvertently exposed his violation of local epidemic prevention policies, which quickly aroused widespread concern in the society, and even public anger. The local government of Yuhang District of Hangzhou has paid attention to the violation of the epidemic prevention policy of the Jingshan Mountain Scenic Area by the person in charge of the relevant enterprise (Lu Jianming, chairman of Tongce Medical), and acknowledged that there are management problems, and has reported the matter to the higher government. (Securities Times)

On the evening of February 9, Blu-ray Development's latest announcement disclosed that the total amount of principal and interest of the accumulated debt that could not be repaid at maturity has reached 29.855 billion yuan. According to the closing price of the day, the total market value of Blu-ray Development is only 6.07 billion yuan; as of September 30, 2021, the total shareholder equity of Blu-ray Development is 19.8 billion yuan, and the monetary funds are 7.597 billion yuan. (e Corporation)

On February 9, Huaxia Happiness disclosed the progress of debt restructuring on the Hong Kong Stock Exchange, and as of now, the amount of financial debt in its Debt Restructuring Plan has been signed to achieve debt restructuring has totaled 42.918 billion yuan, and the corresponding amount of debt interest relief and penalty exemption is 2.869 billion yuan.

According to the Wall Street Journal, Disney's earnings report shows that Disney's revenue in the first fiscal quarter was $21.82 billion, compared with $16.25 billion in the same period last year. Analysts had expected the company's revenue to be $20.27 billion. Disney+ had 129.8 million subscribers at the end of the holiday season, up from 118.1 million in the previous fiscal quarter. (Zhongxin Jingwei)

A-share noon

On February 10, the three major A-share indexes were weakly shaken, and as of the noon close, the Shanghai index fell 0.1%, the Shenzhen Component Index fell 0.79%, and the ChiNext index fell 2.36%. On the plate, pork, scenic spots and tourism, airport shipping, hotels and catering, environmental protection and other sectors rose in the front; CRO concept, Ningde era concept, HJT battery, energy storage and other sectors fell in the front.

【Pork plate higher】Superstar Agriculture and Animal Husbandry, New Wufeng Rise and Stop, Jingji Zhinong, Zhengbang Technology followed.

【Attractions and tourism sector pulled up】Caissa Tourism stopped, and Utrust Tourism, Jiuhua Tourism, etc. followed suit.

[CRO concept weakened] Boteng shares fell more than 10%, Andraying, Tigermed and others followed suit.

(Data source Flush, Securities Times Network, the content does not constitute any investment advice)

Economic Observation Network intern reporter Ku Sihan sorted out