On February 7, the first trading day of the year of the tiger, A-share Winter Olympic concept stocks benefited from the upsurge of the Beijing Winter Olympic Games.
At the close of the day, China stock market news’s Beijing Winter Olympics sector rose 2.08% as a whole, with Cultural Investment Holdings Co.Ltd(600715) (600715. SH), Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) (002878. SZ), Beijing Caishikou Department Store Co.Ltd(605599) (605599. SH), Keeson Technology Corporation Limited(603610) (603610. SH) trading limits, and Shenzhen Emperor Technology Company Limited(300546) (300546. SZ), Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) (002822. SZ), Hbis Resources Co.Ltd(000923) (000923. SZ) and other stocks leading the gains.
According to incomplete statistics, the listed companies related to the sales of licensed commodities of Beijing Winter Olympics include Beijing Kingee Culture Development Co.Ltd(002721) (002721. SZ), Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , Cultural Investment Holdings Co.Ltd(600715) , Sunvim Group Co.Ltd(002083) (002083. SZ), Beijing Urban-Rural Commercial (Group) Co.Ltd(600861) (600861. SH), China Sports Industry Group Co.Ltd(600158) (600158. SH), Hunan Hualian China Industry Co.Ltd(001216) (001216. SZ), Beijing Caishikou Department Store Co.Ltd(605599) .
In addition, Bank Of China Limited(601988) (601988. SH), Anta (02020. HK), China United Network Communications Limited(600050) (600050. SH), Petrochina Company Limited(601857) (601857. SH), China Petroleum & Chemical Corporation(600028) (600028. SH), China Post and other enterprises have also opened physical retail channels for licensed goods.
“Bing dwen dwen”, the Winter Olympic Charter manufacturer and retailer, opened on Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) 2 7, and the price was 20.33 yuan / share.
Bing dwen dwen Shuey Rhon Rhon Bing dwen dwen, the most popular products in the market, include the ice pun Pier (snow Rong Rong) plush toys, styling hand, ornament, crystal ball, and ice box pier blind box, badge (mascot motion modeling series, countdown series, folk custom Series), precious metals (opening ceremony countdown gold and silver bars, etc.), all seven series are designed, manufactured and sold by Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) .
Bing dwen dwen Bing dwen dwen, now netizens are calling for more efforts to increase production and supply of ice pier. In February 7th, Bing dwen dwen asked Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) questions on the interactive platform of Shenzhen Stock Exchange: “what products do you produce, and what are the stocking status?”
In this regard, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) replied that in view of the recent popularity of the above Winter Olympic licensed goods by the majority of consumers, the company has organized employees and factories to start production in an all-round way, made every effort to coordinate production capacity rationing, ensure the supply of Winter Olympic licensed goods, and try its best to meet the needs of the majority of consumers.
Before Bing dwen dwen panic buying, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) had some winter Olympic licensed souvenirs missing.
Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) 1 in the middle and late ten days, it was said that some popular products had been temporarily out of stock. With the Winter Olympic Games approaching, the company is actively strengthening the preparation of goods by strengthening the coordination of production capacity rationing and planning in advance, so as to ensure the timely and stable supply of Winter Olympic licensed products on the eve of the opening of the Winter Olympic Games and during the games.
Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) previously replied to investors on the interactive easy platform that the company has submitted more than 600 self-designed Winter Olympic commemorative products to the Olympic Organizing Committee. The product categories are very rich. The main sales channels are tmall Olympic official flagship store, Bank Of China Limited(601988) , offline licensed commodity retail store, etc. Offline licensed retail stores are set up in Gongmei building, Wangfujing Group Co.Ltd(600859) department store, etc.
According to the Research Report of The Pacific Securities Co.Ltd(601099) securities on January 28, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) in 2021, due to the expansion of design and R & D personnel and the impact of business changes of major customers such as Huawei, the performance may decline. However, benefiting from the Winter Olympics may greatly improve the performance of the company in 2022.
According to Shanxi Securities Co.Ltd(002500) , it is estimated that the revenue of licensed commodities will exceed 2.5 billion yuan throughout the Winter Olympic cycle.
According to the third quarterly report of 2021, the company achieved a revenue of 1.491 billion yuan, a year-on-year increase of 7.5%; The net profit attributable to the shareholders of the listed company was 81 million yuan, a year-on-year decrease of 30.83%.
It is worth mentioning that taking advantage of the sharp rise in share prices, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) more than shareholders are stepping up cash out. According to the announcement on January 15, the company’s shareholder Sun Zhen and the person acting in concert Li Suqin plan to reduce 4.4265 million shares (accounting for 1.998% of the total share capital); According to the announcement on the same day, the company’s directors Xiang Jing and several senior executives plan to reduce their holdings of 1077000 shares (accounting for 0.486% of the total share capital). In December 2021, the controlling shareholder Yuanlong investment had planned to reduce its holdings of 8.856 million shares (accounting for 4% of the total share capital). The announcement on January 27 showed that the above shareholders had reduced their holdings to 1.78% of the total share capital.
In addition, a number of companies disclosed specific information related to the Beijing Winter Olympic Games.
On February 7, Suzhou Gold Mantis Construction Decoration Co.Ltd(002081) (002081. SZ) said on the interactive platform that the reconstruction and decoration projects of many related venues such as the capital stadium, the National Winter Olympic training center, the Winter Olympic power guarantee service center, the Olympic Village and venue group in Zhangjiakou competition area are undertaken by the company.
Suzhou Gold Mantis Construction Decoration Co.Ltd(002081) is a comprehensive professional decoration group with interior decoration as the main body and integrating curtain wall, landscape, soft decoration, furniture, electromechanical equipment installation, etc.
According to the performance forecast released on Suzhou Gold Mantis Construction Decoration Co.Ltd(002081) January 28, the company is expected to achieve revenue of 24.5 billion yuan to 27.5 billion yuan in 2021, compared with 31.243 billion yuan in the same period of last year; The net loss was 4 billion yuan to 5 billion yuan, with a profit of 2.374 billion yuan in the same period last year.
Suzhou Gold Mantis Construction Decoration Co.Ltd(002081) said that the reason for the performance change was the provision for impairment of customer receivables. It is mainly due to the customer’s difficulty in capital turnover and the overdue payment of commercial acceptance bills. By the end of 2021, the company held 7.73 billion yuan of notes receivable, accounts receivable and other creditor’s rights receivable of the customer.
In view of the above impairment provision, Suzhou Gold Mantis Construction Decoration Co.Ltd(002081) said on the investor interaction platform on February 7 that in view of the company’s long-term development in the future, the company strengthened risk management, stopped undertaking the customer related business, and cautiously undertook other real estate related businesses, so it made a large provision proportion. With the release of impairment risk, the impact of real estate business will be gradually reduced, and the company will go into battle light in 2022, and the operation quality will be gradually restored.
As of the closing on February 7, Suzhou Gold Mantis Construction Decoration Co.Ltd(002081) was reported at 5.53 yuan / share, down 4.16%.
On February 7, Bizconf Telecom Co.Ltd(300578) (300578. SZ) said on the interactive platform that it was true that the company took a stake in ADIP, a company that participated in the production of the opening ceremony of the Winter Olympic Games.
As the head enterprise of China’s 3D graphics technology, ADIP is an in-depth partner with the company in many business lines. The Winter Olympics projects do not pay directly to the company, which does not have a significant impact on the company’s annual performance.
Bizconf Telecom Co.Ltd(300578) was launched in 2017 and mainly provides full scene one-stop solutions for scene applications and services based on network security and cloud video. After throwing out the fixed increase plan to raise 600 million yuan in 2021, Bizconf Telecom Co.Ltd(300578) changed its performance. The net profit doubled in the first quarter of 2021, but decreased by 40% in the second quarter.
According to the performance forecast released on Bizconf Telecom Co.Ltd(300578) January 28, the company is expected to achieve a revenue of 663 million yuan to 719 million yuan in 2021, compared with 788 million yuan in the same period of last year; The net loss was 213 million yuan to 243 million yuan, down 276.69% to 301.62% over the same period last year.
In terms of the reasons for the change in performance, Bizconf Telecom Co.Ltd(300578) is expected to withdraw an impairment amount of 303 million yuan for the goodwill formed by the acquisition of shuzhiyuan last year. In addition, the company continued to invest in the strategic transformation of “5g + localization + 3D cloud video”. The annual R & D expenses in 2021 increased by more than 10% from the investment peak in 2020. The company’s main cloud video business was affected by industry policy changes, power and production restrictions and other factors, and its revenue remained stable, slightly decreasing by about 8%.
It is worth mentioning that Bizconf Telecom Co.Ltd(300578) has repeatedly disclosed hot businesses involving the A-share market. In September 2021, the company replied on the interactive platform that the company’s super vision cloud products are suitable for Huawei Hongmeng system; In November of the same year, the company replied to its understanding and plan for the meta universe on the interactive platform, saying that the company was deeply engaged in the research and development of the bottom layer of the communication system (audio and video interaction). Meanwhile, just as the Internet is divided into TOC (consumer Internet) and tob (enterprise Internet), the company focuses on the R & D and application of underlying technology and tob end.
At present, Bizconf Telecom Co.Ltd(300578) is a popular stock in many conceptual sectors, such as meta universe, educational informatization and remote office.
As of the closing on February 7, Bizconf Telecom Co.Ltd(300578) was reported at 21.98 yuan / share, down 3.04%.
