At present, the "King of Ning" Ningde era with a market value of 1.14 trillion yuan is angry!
At noon on the 13th, CATL issued a solemn statement on its official WeChat account "CATL NINGDE Era".
The statement said that recently, a series of malicious rumors about the Ningde era being sanctioned by the United States, being excluded from the ChiNext weight index, and negotiating with Tesla have appeared on the network platform, which has triggered market misunderstandings and distortions and affected the reputation of enterprises. Rumors are unfounded and bad in nature. In order to safeguard the legitimate rights and interests of enterprises, on February 12, 2022, CATL has officially reported the case to the public security organs, and will pursue legal responsibility for rumor-mongers in accordance with the law.
According to the report of the securities company China, the relevant person in charge of the Ningde era replied to reporters that the case has been accepted by the public security organs.
In addition, according to the Shanghai Securities News, the relevant person in charge of Tesla responded at noon on February 13: "(Ningde times) and Tesla talk about collapse, it is indeed not true." ”
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.
Market rumors keep coming
Debunking rumors in the Ningde era! Tesla also spoke up
On the last trading day before the announcement (February 11), CATL closed down 5.43% to 489.99 yuan, and the total market value fell to 1.14 trillion yuan, a new low in nearly five months. In the first trading week after the Spring Festival, the total market value of CATL has shrunk by 270 billion yuan. In the past two months, the stock price of Ningde Times has fallen by nearly 30% from the highest 692 yuan.
Behind the rapid decline in the stock price of "Ning Wang" is a continuous outflow of market news. CATL Consulting was sanctioned by the United States, or was excluded from the ChiNext weight index, and talked with Tesla three news concentrated in the Spring Festival within a week after the Spring Festival flowed out.
Previously, relevant people in the Ningde era have debunked rumors to the first financial reporter, saying, "It is false information that our company consulted the US institutions about the possibility of sanctions." ”
On the 12th, the market made waves again. A report about "BYD obtains Tesla's annual battery order of 204,000 units, what does Ningde do?" The news swept through the circle of friends in the industry.
For the above news, in addition to the Rumors of the Ningde Era, the first financial reporter also learned from Tesla insiders that BYD's acquisition of Tesla orders is "inaccurate", and there is no official information released at present. As for the news of the collapse of the ningde era, the above-mentioned person said that he had not heard of it. In addition, the relevant person in charge of Tesla also said in response to the media today that the Ningde era and Tesla's collapse are "indeed not true".
The stock price of CATL times is lower
The market value of Tiger Year has evaporated by more than 200 billion
As the world's "power battery brother", the Ningde era is the most dazzling existence of A shares in the past two years, the stock price has risen nearly ten times, known as "Ning Wang", and its founder Zeng Yuqun's wealth has also risen, once topped China's richest man. But in the last 2 months, the situation has changed.
On December 3, 2021, the highest price of CATL was 692 yuan per share, the highest value since its listing. However, since then, the stock price of the Ningde era has retraced at a high level and continued to fall. In December 2021, its share price fell by 13.53%.
Since the tiger, 4 of the 5 trading days of the Ningde era have fallen sharply, only on Wednesday rebounded slightly, and on February 10, its lowest price was 499.89 yuan / share, falling below 500 yuan / share. On February 11, its stock price was as low as 489 yuan per share, setting a new low for its stock price since October 2021. As of Friday's close, Ningde Times reported 489.99 yuan / share, down 5.43%, down as much as 17.32% in the week, the highest decline in the week was more than 20%, and the total market value shrank to 1.14 trillion yuan.
Based on the closing price of the Year of the Bull of 592.60 yuan / share, the market value of the Ningde era in the Year of the Tiger has evaporated by 239.184 billion yuan. Compared with the historical high price of 692 yuan, CATL has fallen by more than 29%, and the total market value has evaporated by more than 470 billion yuan.
According to public information, as of September 30, 2021, the number of shareholders of CATL was 134,200. Based on this calculation, the average loss of shareholders in the Ningde era since Tiger year is 1.78 million yuan.
In addition, on January 27 this year, CATL released the "2021 Annual Performance Forecast", and it is expected that the net profit attributable to the shareholders of the listed company in 2021 will be about 14 billion yuan to 16.5 billion yuan.
For the change in performance, CATL said that the main reason is the increase in the penetration rate of the new energy vehicle and energy storage market in 2021, driving the growth of battery sales; the company's market development has made progress, the release of new production capacity, and the corresponding increase in production and sales; the company has strengthened cost control, and the proportion of expenses to revenue has decreased.