Jihong shares are a stock that we have been focusing on for a long time, and we are not surprised at all that it fell to a halt today. On June 26, 2021, in the headline "The most powerful market maker opponent I met, Jihong shares 002803", on June 29, two articles such as "Jihong shares 002803 recorded a record of closing and falling, and the future market is worrying" recorded their feelings in the process of holding Jihong shares, the stock price at that time was 30 yuan, and now it seems that it is still very forward-looking.
Due to the illusion of Jihong shares, a friend also participated in a small amount of Jihong shares at a price of about 22 yuan on December 30, after telling me, I resolutely denied the transaction, and then decisively sold at a price of nearly 22 yuan, although a slight loss, but at the current price, it is obviously out of a pit.
The fall and stop of Jihong shares this time is related to an announcement issued today. Announcement on the Termination agreement of the controlling shareholder and the concerted actor to transfer the Company's shares, in this announcement, Ms. Zhuang Hao, Mr. Zhuang Shu, Ms. He Jingying, Mr. Zhang Heping, and Tibet Yongyue and Deyang Commercial Investment signed the Share Transfer Agreement on November 29, 2021, transferring a total of 47,293,045 shares of the Company to Deyang Commercial Investment at a price of RMB 19.35 per share, with a total transfer price of 915, $120,420.75, announced termination. According to the announcement, the equity transfer agreement was not approved by the State-owned Assets Supervision and Administration Commission of Deyang City, Sichuan Province. According to the original acquisition and transfer, Deyang SASAC will become the actual controller of the company.
At the opening of the market today, Jihong shares fell to a stop and opened. There are about 90,000 lots of more than 140 million funds waiting to escape, judging from the past transactions of Jihong shares, tomorrow or even the day after tomorrow. Jihong shares are still a high probability of falling, which is not good news for many investors.
I personally feel that Jihong shares is a very enthusiastic company that rubs hot spots. Just by the recent period of operation, it can be seen that in mid-April 2020, the company's industry classification changed from the traditional packaging category to the Internet and related services, blockchain and even Huobi and other topics, and began to appear in the relevant consultation of Jihong shares.
In 2020, the new crown epidemic began to affect all aspects of our lives, and Jihong co., LTD. participated in Tianjin Evergreen Health Technology Co., Ltd. in a timely manner, and since then it has intersected with masks and other related epidemic concepts.
Around July 2020, Jihong shares began a round of blockchain-centered upward attack, the stock price once reached nearly 50 yuan, even so, China Merchants Securities and Haitong Securities still gave a highly recommended or better than the trend of the rating. But the fact is that since then, the stock price of Jihong shares has fallen all the way, although there have been some repetitions in the middle, but the current stock price of about 16 yuan is very miserable compared with the quotation of nearly 50 yuan in the original rating report, I don't know if the person who wrote the rating report at the time has shame and can come out to apologize to the relevant investors!
In 2021, the rise in liquor stocks was amazing, and Jihong Co., Ltd. duly launched an announcement that it intends to acquire not less than 70% of the equity of Guizhou Diaoyutaigong Liquor Co., Ltd. through but not limited to the transfer of equity, capital increase, etc., and then hold the assets of Gujiao Liquor Co., Ltd. in Maotai Town, Renhuai City, Guizhou Province, which is very obvious. After the news was announced, Jihong shares directly rose and fell. In order to show its determination to take the acquisition, Jihong even sent representatives to attend the meeting of the top management on the relevant content of the liquor company. In the company's dividend plan, Moutai liquor was also pulled to add gimmicks to the company. However, when the hot speculation in the liquor sector became yesterday's yellow flower, on October 19, 2121, Jihong issued an announcement to terminate the operation of the acquisition plan.
Jihong shares frequent violations, due to the relevant information disclosure is not timely, has been twice by the relevant departments of the warning letter.
On the evening of January 28, 2022, Jihong co., Ltd. issued a performance forecast, and it is expected that the net profit attributable to the shareholders of listed companies in 2021 will be 234 million yuan to 259 million yuan, down 53.64% to 58.12% year-on-year; the basic earnings per share will be 0.63 yuan to 0.69 yuan. The positive actions such as the good situation in the field of cross-border e-commerce and increasing investment, which have been mentioned many times on the investor interaction platform, have not brought substantial benefits to the company. The main reasons for the change in performance explained by Jihong Shares are: the continuous adverse impact of the epidemic for a long time, the increasingly fierce competition in the relevant market, the sharp increase in the transportation costs and advertising expenses of the cross-border e-commerce business promoted by the company, and the large overall decline in the unit price of customers on this unfavorable basis. Therefore, although the scale of orders and revenue still increased, the profitability level was adversely affected to a large extent, resulting in a decline in net profit; the company continued to increase investment in research and development in the construction of e-commerce SaaS service platforms, the impairment of receivables that may occur in bad debts, and the adoption of a more prudent and reasonable accounting method for the allocation of advertising expenses of cross-border e-commerce business, thereby reducing profits.
From January to June 2021, the main revenue composition of Jihong shares is: the Internet business invested in key investment accounts for 59.56%; the traditional printing and packaging accounts for 39.52%; and the blockchain and supply chain business that was once hyped only accounts for 0.93%, which is almost negligible.
Overall, I personally believe that Jihong shares is a good deal with market investors theme company, it pays great attention to market trends, will always launch some market investors in a timely manner to see the event, whether subjective or objective, intentional or unintentional, in short, the stock price of Jihong shares will always be affected by these events, but also attracted a lot of investors to chase in it. But the final result is known only to them.
The theme is exhausted, the performance is cut, Jihong shares may be repositioned by the market, as for what position in the future, what theme to use again, we will wait and see! For this situation, I can only look at it as a market landscape, as to whether it was involved again at that time, it is not easy to say at present, the overall idea, or temporarily away from it!
As of the close, Jihong shares did not fluctuate in the slightest on the stop board. The amount of 29492 lots traded throughout the day is still less than the 83084 lots of escape funds on the sealed order, pray for those investors who are running on Jihong shares!