Alarm accepted! Ning Wang and Tesla both debunked the rumors! How will the GEM go next week?

CFIC Guide

◆ CATL said in a statement that the recent network platform has appeared a series of malicious rumors such as ningde era being sanctioned by the United States, being excluded from the ChiNext weight index, and talking with Tesla, which have caused market misunderstandings and distortions, affecting corporate reputation, rumors are unfounded, unfounded, and of a bad nature, CATL has reported to the public security organs on February 12, and will pursue legal responsibility for rumor-mongers according to law.

At noon on February 13, CATL issued an emergency statement to clarify the rumors about Tesla, and Tesla responded exclusively to the Shanghai Securities Daily reporter.

Catalland Times statement said that the recent network platform has appeared in the Ningde era by the United States sanctions, was excluded from the ChiNext weight index, and Tesla and a series of malicious rumors, causing market misunderstanding and distortion, affecting corporate reputation, rumors are nothing, groundless, bad nature, NINGDE times on February 12 has reported to the public security organs, will be legally responsible for the rumor-mongers.

"Talking to Tesla is really not true." Tesla's relevant person in charge responded exclusively to the Shanghai Securities News reporter at noon on February 13.

The relevant person in charge of the Ningde times confirmed to the Shanghai Securities News reporter at noon on February 13 that the report on malicious rumors belongs to the territorial report and has been accepted by the public security organs.

According to the analysis of a securities company interviewed by reporters, the main reason for forcing the "King of Ning" to call the police is that the content concoction of rumors and the choice of timing are very sensitive, and "the impact is extremely bad."

One background is that the stock price of CATL has continued to fall recently, falling by about 17% last week. According to the inquiry, in the first week after the Spring Festival, the stock price of the Ningde era went all the way down, and the market value evaporated by nearly 230 billion yuan.

As the stock price adjusted, some rumors began to appear in the market. Especially this weekend, rumors about "C (Ningde) and T (Tesla) price talks" began to spread.

"Ningde era is the largest company in the chinext board market value, but also the stock with the highest attention in the A-share market at present, the continuous decline has caused general concern among investors, and the destructive power of rumors at this time is huge!" The brokerage source said.

Rumors also chose the sensitive point of cooperation with Tesla. According to public information, the main customers of catheter era include Tesla, Weilai, Xiaopeng, SAIC, FAW and other major car companies. Among them, in the total orders of the CATL era in 2021, Tesla's total installed capacity reached 13.91GWh, accounting for 20% of the total orders of the CATL era last year.

In addition, due to the continuous rise in the price of raw materials, the Ningde era also has the demand for price increases.

"The business negotiations themselves are highly confidential, neither company will leak secrets, and the rumor-mongers are purely ulterior motives." There are brokers who analyze.

Some brokers said that the performance growth of the Ningde era does not support "shorting". According to the performance forecast released by CATL on January 27, the company expects the net profit attributable to shareholders of listed companies in 2021 to be 14 billion yuan to 16.5 billion yuan, an increase of 150.75% to 195.52% year-on-year. A number of brokerage research reports pointed out that in the face of the pressure of a sharp rise in upstream material prices, the performance of "Ning Wang" greatly exceeded expectations.

"Support King Ning to call the police!" A senior investor interviewed by reporters said that although he did not hold a position in the Ningde era, he also noticed that the securities company was bearish on the report of the Ningde era a few days ago, "It is okay to be bearish!" But rumor-mongering doesn't work! ”

Some investors have proposed that they hope that CATL will strengthen exchanges and interactions with investors. The reporter noted that on the interactive platform, the last time CATL replied to investor questions was on January 10, and there are already more than 30 questions to be answered.

Since the ChiNext index in the Ningde era weight is the largest, its every move, a rise and a fall, will affect the trend of the ChiNext board, the next week, with the Ningde era and Tesla both debunk rumors, can the ChiNext index bottom out and reverse?

Source of this article: Shanghai Securities News

Author: Yu Liyan

WeChat Editor: Wang Shitong

Founded in 1991, Shanghai Securities News, sponsored by Xinhua News Agency, and legally disclosed securities market information media by the China Securities Regulatory Commission, is the first national financial daily newspaper in New China to provide authoritative financial and securities professional information, and has now formed an all-media financial media matrix covering newspapers, websites, clients, videos, WeChat, Weibo and other platforms.

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