“Thunder” bursts!
On February 8, Beijing time, Pfizer, the world’s first vaccine stock, was suddenly negative. The company’s revenue in the fourth quarter of last year was $23.8 billion, with an estimated $24.17 billion; Moreover, the revenue in fiscal year 2022 is expected to be lower than the market expectation. Affected by this, the stock fell nearly 5% before the market. At the close of US stocks, the concept of anti epidemic fell sharply across the board, Pfizer fell nearly 3%, Novax fell nearly 12% and biontech fell nearly 8%. Previously, the Aba Chemicals Corporation(300261) two trading days with which the “scandal” was spread plunged 30%.
Meanwhile, the two Bing dwen dwen’s “ice pier pier first stock” Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) also announced in February 8th that the controlling shareholder Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) (Beijing) Investment Limited reduced the company’s share from about January 4th to February 8th, and the share reduction accounted for 2% of the total shares of the company. At the same time, it also announced a reduction plan: some directors, supervisors and senior managers plan to reduce their holdings by no more than 0.315%.
The most noteworthy is Shandong Xinchao Energy Corporation Limited(600777) . The company announced that due to the suspected illegal guarantee, the debt principal that the company may bear is about 1.59 billion yuan, which is about 12.82% of the company’s latest audited net assets. The stock may be subject to other risk warnings. From the cause and effect of the matter, this pit may be related to the Delong system more than ten years ago.
look at the report!
Pfizer failed to meet expectations
On the evening of February 8, Pfizer released its results. The company’s adjusted earnings per share in the fourth quarter of last year was $1.08, estimated at $0.88; Revenue in the fourth quarter was $23.8 billion, with an estimated $24.17 billion; It is estimated that the revenue in fiscal year 2022 will be US $98 billion to US $102 billion, and the market is expected to be US $106.48 billion; The adjusted earnings per share in fiscal year 2022 is expected to be $6.35 to $6.55, and the market is expected to be $6.65. It is estimated that the sales of paxlovid covid-19 oral medicine will be about 22 billion US dollars in 2022, and the market is expected to be 24.88 billion US dollars. As of Monday’s close, Pfizer’s market value was close to 1.9 trillion yuan.
According to the data, Pfizer’s revenue loss was due to the sales downturn in its internal medicine and hospital departments. In the fourth quarter of last year, the sales of internal medicine drugs decreased by 3% year-on-year to US $2.24 billion, while the revenue of the hospital was basically flat at US $1.88 billion. Pfizer’s Oncology sales rose 7% year-on-year to $3.24 billion.
However, driven by its covid vaccine sales of $12.5 billion, Pfizer’s overall revenue more than doubled year-on-year in the fourth quarter to $23.84 billion. Paxlovid, the company’s antiviral drug against covid, contributed $76 million in sales in the United States in the fourth quarter of last year. The US Food and Drug Administration urgently approved the pill in December.
Pfizer began clinical trials of covid vaccine for Omicron variant in adults aged 18 to 55 at the end of last month. CEO Albert bourla has said that the company expects to have the vaccine ready by March.
After the earnings announcement, Pfizer’s pre session share price fell by more than 5% and narrowed to 2.83% at the close. Pfizer’s performance also collapsed other vaccine stocks, with nvax. Us down nearly 12%, biontech (bntx. US) down nearly 8% and Moderna (mRNA. US) down more than 4%.
What is worrying is how the vaccine stocks of A-Shares will perform on Wednesday. From the perspective of weight composition, China’s vaccine stocks are mainly distributed on the gem. Whether the gem index will be damaged is worthy of attention. The Aba Chemicals Corporation(300261) which had an “affair” with Pfizer fell continuously in the last two trading days, down as much as 30%.
Bing dwen dwen first burst of bad
Ray is not only Pfizer, but also Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) is suddenly bad. The shareholding reduction of the company was announced by the company’s holding shareholders from August 2022 to February 2022, accounting for about 8796% of the total shares of the company. At the same time, it also announced a reduction plan: some directors, supervisors and senior managers plan to reduce their holdings by no more than 0.315%.
Bing dwen dwen has been two Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) sprint, which is praised as “the first stock of ice pier pier”. Shuey Rhon Rhon, Bing dwen dwen, also said on February 8th that it was the only company in A shares to produce ice pier and snow Rong fluffy toys.
It is worth mentioning that on February 8, Cultural Investment Holdings Co.Ltd(600715) announced the abnormal fluctuation of stock trading, saying that the impact of Winter Olympics related businesses on the company’s final revenue and profit still needs detailed statistics, and the impact on performance is uncertain.
Due to the recent Bing dwen dwen, Cultural Investment Holdings Co.Ltd(600715) shares rose more than 20% in the two consecutive trading days on February 7th and 8, touching abnormal fluctuations.
so, is the theme of the Winter Olympics over? Analysts believe that from the current situation, it may not end so soon. Although Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) issued a reduction announcement, it may not affect the capital heat.
“Delong system” dug another big pit
On February 8, Shandong Xinchao Energy Corporation Limited(600777) announced that according to article 9.8.1 of the stock listing rules of Shanghai Stock Exchange (revised in January 2022), if the company fails to solve the problem of illegal guarantee within one month from the date of disclosure of the announcement on the progress of Shandong Xinchao Energy Corporation Limited(600777) involving litigation (Announcement No.: 2022-003) on February 8, 2022, the company’s shares may be subject to other risk warnings. The company is suspected of illegal guarantee, and the debt principal that the company may bear is about 1.594 billion yuan, which is about 12.82% of the company’s latest audited net assets.
So, what’s going on? This may go back to 2017. On June 27 of that year, Shandong Xinchao Energy Corporation Limited(600777) signed the balance replenishment agreement with Guangzhou rural commercial bank, which agreed that Shandong Xinchao Energy Corporation Limited(600777) would undertake the balance replenishment obligation of RMB 3.582 billion for the trust loan granted by Guangzhou rural commercial bank to Huaxiang (Beijing) Investment Co., Ltd. On November 23, 2020, Guangzhou intermediate people’s court accepted the dispute case of financial loan contract between the plaintiff Guangzhou rural commercial bank and 11 companies including the defendant Huaxiang (Beijing) Investment Co., Ltd., Shandong Xinchao Energy Corporation Limited(600777) , Zoje Resources Investment Co.Ltd(002021) , St deo, Jin zhichangshun, Li Liyun and Cai Hongjun, as well as 7 natural persons and the third party guoxintuo.
The court of first instance ordered the defendant Huaxiang investment to repay the plaintiff Guangzhou rural commercial bank with the loan principal of 2.5 billion yuan and the interest, penalty interest and compound interest as of November 6, 2020, totaling 1.765 billion yuan; It is ruled that Shandong Xinchao Energy Corporation Limited(600777) , Zoje Resources Investment Co.Ltd(002021) , Dea General Aviation Holding Co.Ltd(002260) shall be liable for compensation for half of the above debts that cannot be paid off by the defendant Huaxiang investment within the scope of 1.586 billion yuan respectively; Jin zhichangshun is jointly and severally liable for the above debts of Huaxiang investment within the value range of 343 million Shandong Xinchao Energy Corporation Limited(600777) shares held by him on June 19, 2021.
Statistics show that the beneficiaries of the loan in that year include Beijing Zhenghe Industrial Investment Management Co., Ltd., Huaxiang (Beijing) Investment Co., Ltd., Tang Wanxin, Beijing Xinjie Investment Center (limited partnership) and other entities, and the relevant parties include a number of natural persons. These people are closely related to the powerful “Delong system” and its core figure Tang Wanxin nearly 20 years ago.
it is worth mentioning that due to the rise of energy prices, the performance of Xinchao industry is not poor. After deducting non recurring profits and losses, the company’s performance is expected to make a profit of 853 million yuan and the market value is nearly 15 billion yuan.
