Byd Company Limited(002594) , Wuxi Apptec Co.Ltd(603259) , National Silicon Industry Group Co.Ltd(688126) these track stocks are not only bought by retail investors, but also by listed companies. With the heat of the track stock ebbing, the final outcome may be a loss.
Today (February 11), Guangzhou Kingteller Technology Co.Ltd(002177) replied to the letter of concern, disclosing that the impact of the company's non recurring profits and losses on net profits ranged from 29 million yuan to 41 million yuan, mainly due to the loss of the company's securities investment. The top four securities investment losses of the company are zhonggai Internet, meituan-w, Yiji Asia selection and Hang Seng Internet. Affected by the downturn of share prices of overseas listed Internet technology companies in 2021, the above four products lost a total of 68.1445 million yuan.
Heavy position fund suffered heavy losses
Guangzhou Kingteller Technology Co.Ltd(002177) disclosed the performance forecast at the end of last month. It is expected that the net profit attributable to the shareholders of the listed company in 2021 will be a loss of 45 million yuan to 65 million yuan, the net profit after deducting non recurring profits and losses is expected to be a loss of 16 million yuan to 24 million yuan, and the operating income is expected to be 75 million yuan to 95 million yuan.
The impact of the company's non recurring profits and losses on net profit ranged from 29 million yuan to 41 million yuan, mainly due to the loss of the company's securities investment.
Guangzhou Kingteller Technology Co.Ltd(002177) therefore, we also received a letter of concern from the exchange, requesting to explain the reasons and rationality of the company's significant loss in securities investment, and the reasons and rationality of the mismatch between operating revenue and net profit growth in the fourth quarter.
Today, Guangzhou Kingteller Technology Co.Ltd(002177) replied to the attention letter.
Guangzhou Kingteller Technology Co.Ltd(002177) said that the top four losses of the company's securities investment were zhonggai Internet, meituan-w, Yiji Asia selection and Hang Seng Internet. Affected by the downturn of the share prices of overseas listed Internet technology companies in 2021, the above four products lost a total of 68.1445 million yuan, accounting for 113.89% of the profits and losses in the reporting period, which was the main reason for the company's significant losses in securities investment.
The reporter of the daily economic news noted that Guangzhou Kingteller Technology Co.Ltd(002177) especially the heavy positions of China concept Internet and Hang Seng Internet. China concept Internet fund bought 190 million yuan last year, with a loss of 37.2076 million yuan; The purchase of Hang Seng Internet was 170 million yuan, with a loss of 7.9953 million yuan. The trend of China concept Internet was really a little miserable last year, with a decline of nearly 40% in the whole year.
The investment in meituan was also miserable. The book value at the beginning of the period was 44.6305 million yuan, Guangzhou Kingteller Technology Co.Ltd(002177) and made up 40.0864 million yuan last year. Last year, Guangzhou Kingteller Technology Co.Ltd(002177) lost 1.16 million yuan on its investment in meituan.
In addition, Guangzhou Kingteller Technology Co.Ltd(002177) also bought Ping An Bank Co.Ltd(000001) , Byd Company Limited(002594) A shares and H shares, Geely Automobile, Wuxi Apptec Co.Ltd(603259) , National Silicon Industry Group Co.Ltd(688126) . From the investment direction, the investment idea of Guangzhou Kingteller Technology Co.Ltd(002177) is "going forward, attacking and retreating, and defending".
There are not only {686034} new chips in Geely's energy sector, but also {5900226} new chips in Geely's pharmaceutical sector.
But the ending was very sad. All of them lost money and were spared.
Loss on buying track stocks
The biggest loss happens to be the defense oriented Ping An Bank Co.Ltd(000001) . Last year, Guangzhou Kingteller Technology Co.Ltd(002177) bought Ping An Bank Co.Ltd(000001) and lost 6.2849 million yuan. Judging from the trend of Ping An Bank Co.Ltd(000001) , Ping An Bank Co.Ltd(000001) maintained a wave of upward trend in the first half of last year, and the band fell in the second half of last year.
For example, National Silicon Industry Group Co.Ltd(688126) , Byd Company Limited(002594) , Wuxi Apptec Co.Ltd(603259) , they all maintained an upward trend in the first half of the year and turned around and fell in the second half of the year.
It is worth mentioning that last year Guangzhou Kingteller Technology Co.Ltd(002177) bought Wuxi Apptec Co.Ltd(603259) 32590300 yuan and sold 29.8013 million yuan. If you hold a position until now, Guangzhou Kingteller Technology Co.Ltd(002177) will lose more. The share price of Wuxi Apptec Co.Ltd(603259) has fallen by 30% this year.
The reporter of "daily economic news" noted that last year was not the first year of Guangzhou Kingteller Technology Co.Ltd(002177) stock speculation, and various securities investments were made the year before last. However, the previous year also suffered a loss, with a profit and loss of 24.18 million during the reporting period.
However, compared with last year, Guangzhou Kingteller Technology Co.Ltd(002177) buy stocks and he fund's investment is OK. For example, the purchase of Byd Company Limited(002594) and consumption and medical funds is more than 2 million yuan and less than hundreds of thousands of yuan. The most tragic investment was the purchase of Tencent shares, with a profit and loss of 32.67 million yuan during the reporting period.
Interestingly, Tencent holdings increased by 50.86% in 2020, which was also the bull stock of that year.
However, stock speculation losses, but the company's other investments are profitable. In the fourth quarter, the company realized a gain of 69.6424 million yuan from changes in fair value, which was mainly due to changes in the fair value of securities investments and other non current financial assets held by the company (mainly including equity investments such as Foshan Haisheng Financial Leasing Co., Ltd., Qianhai stock exchange investment holding (Shenzhen) Co., Ltd. and Guangzhou Huadu Chouzhou Village Bank Co., Ltd.).
