Under repeated rumors, the Ningde era was angry! At noon on Sunday, February 13, CATL issued a solemn statement on its official WeChat account "CATL CATL 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.
The relevant person in charge of the Ningde times replied to the media that the case has been accepted by the public security organs.
Recently, there have been many negative rumors in the Ningde era. On Feb. 9, Reuters reported that the U.S. Department of Commerce's Bureau of Industry and Security added 33 Chinese entities to its "unverified list" on Feb. 7. The reason for the move was that it was impossible to determine how the entities would use U.S. goods to export, the report said. Subsequently, it was reported that catheter was seeking help from professional institutions in the United States to consult the possibility of being sanctioned by the United States. The news has already come out once in January this year.
Subsequently, there were rumors over the weekend that BYD (002594) took part of Tesla's orders from the NINGDE era and obtained Tesla's 204,000 units / year battery order, the blade battery single model is C112F, and the mass production time is March this year.
On Feb. 10, a seemingly unrelated rumor pointed to the Ningde era. Recently, a large insurance fund special account redeemed the fund share of celebrant star fund manager Gülen, and it is said that the fund managed by Gülen was redeemed for 40 billion. Because of its high-level layout of many new energy varieties such as the Ningde era. As a result, WuXi AppTec, which also belongs to Gülen's heavy position, was also affected by the bearishness. In this regard, the CEIBS Fund responded that the "large redemption" spread on the Internet is false news, please do not believe the rumors.
Under the multiple rumors, the stock price of the Ningde era has gone all the way down after the opening of the market in the Year of the Tiger. According to the Daily Economic News, since the tiger, 4 of the 5 trading days of the Ningde era fell 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 response to these rumors, many media have recently made debunking reports. On February 8, the network rumored that "CATL is seeking help from professional institutions in the United States to consult the possibility of being sanctioned by the United States", and the company level responded: This is false information. According to the Shanghai Securities News, the relevant person in charge of Tesla has expressed his position on the "talk collapse" between the Ningde era and Tesla at noon on February 13, and responded that "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.
The Shanghai Securities News reported that some brokers analyzed that the Ningde era was forced to call the police, mainly because the content of the rumors and the timing choice were very sensitive, and the "impact was extremely bad." However, the high-stock ningde era has indeed received a very different market view this year. For example, at a time when the Catalpines era was on the cusp of the storm, Capital Securities directly predicted that its stock price would fall by more than 20%.
On February 10, Beijing Capital Securities released an article entitled "How long can the Ningde era fall?" A Quantitative Analytical Perspective" report. The report believes that from the perspective of short-term market sentiment, the future rise and fall of the Ningde era can be analyzed, and the stock price trend of Guizhou Moutai in 2021 can be referred to. Through fitting, it can be judged that the adjustment of the Ningde era may not be over, and there may still be 20% downside in the future, and it is recommended to sell. Analysts pointed out that behind the controversy of the Ningde era, there is actually a divergence of views on the lithium battery stocks it represents.
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