A mysterious "professional bidder" has made three shots in the A-share market in less than four months. The targets are all ST company. Why did he come?
auction Elefirst Science & Technology Co.Ltd(300356) shares
Elefirst Science & Technology Co.Ltd(300356) on the evening of February 11, it was announced that the 3.6 million non tradable shares of the company held by long Changming, the actual controller of the company, were auctioned on Taobao judicial auction platform, with a starting price of 9.36 million yuan. According to the bidding results, Chen Bolin finally won with the highest bidding price, with a transaction price of 10.8 million yuan.
Chen Bolin, who is it?
There is no more information about Chen Bolin in the public information. The reporter found that the person named "Chen Bailin" has repeatedly won the shares of A-share companies by participating in bidding, especially "preferring" ST shares.
Since the second half of 2021, "Chen Bolin" has won the bidding of Kairuide Holding Co.Ltd(002072) , Tibet Huayu Mining Co.Ltd(601020) , Zotye Automobile Co.Ltd(000980) and so on, with an investment ranging from tens of millions to hundreds of millions of yuan.
Previously, "Chen Bolin" also participated in bidding for shares of Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) , Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) , Xiamen Zhongchuang Environmental Technology Co.Ltd(300056) and other companies.
Or because of this, "Chen Bolin" is also called "professional bidder" by netizens.
The reporter noted that Elefirst Science & Technology Co.Ltd(300356) was placed on file by the CSRC on November 5, 2021 because it was suspected of illegal information disclosure and long Changming was suspected of instigating the company to engage in illegal information disclosure.
According to the relevant regulations of Shenzhen Stock Exchange, during the filing and investigation period, the controlling shareholders, actual controllers, directors, supervisors and persons acting in concert of the company shall not reduce their shares of the company.
Elefirst Science & Technology Co.Ltd(300356) in trouble
According to the data, Chen Bolin photographed Elefirst Science & Technology Co.Ltd(300356) 3.6 million shares this time, at a cost of 10.8 million yuan and a unit price of 3 yuan / share. The closing price of Elefirst Science & Technology Co.Ltd(300356) as of February 11, 2022 is 3.06 yuan / share.
Judging from the bidding price, Chen Bolin almost traded at the market price. It seems more convenient to buy directly in the secondary market, which further deepens the characteristics of his "professional bidder".
What exactly did Chen Bolin fall in love with Elefirst Science & Technology Co.Ltd(300356) ?
Elefirst Science & Technology Co.Ltd(300356) based on smart grid and energy Internet, expand the industrial layout to the deeper fields of Internet such as copyright cloud and health management. Among them, the power business is the main business of the company, which has formed a complete power industry chain products and services covering intelligent power products, intelligent distribution products, high and low voltage power complete sets of equipment, integrated energy management system and services, power engineering construction and operation and maintenance.
earlier, Elefirst Science & Technology Co.Ltd(300356) disclosed that the net profit loss of the company in 2021 is expected to be further increased than that in 2020, with a loss of 170 million yuan to 250 million yuan, and the net profit loss of the company in 2020 is 98 million yuan.
Performance forecast of Elefirst Science & Technology Co.Ltd(300356) 2021
Elefirst Science & Technology Co.Ltd(300356) said that in addition to the impact of the epidemic and the rise in the price of raw materials, as of January 25, 2022, the controlling shareholder of the company, Jiangsu Guangyi Investment Management Co., Ltd. (hereinafter referred to as "Guangyi investment") occupied a capital balance of 200.47 million yuan for the company, which is expected to reduce some losses through the freezing of its assets and judicial disposal. After reasonable estimation, the controlling shareholder's capital occupation and provision for bad debts are about 130 million yuan.
Due to the occupation of non operating funds of listed companies by Guangyi investment, Elefirst Science & Technology Co.Ltd(300356) 2020 financial report was issued with qualified audit report, and other risk warnings were implemented for the company's shares. The securities abbreviation was changed from "Guangyi Technology" to " Elefirst Science & Technology Co.Ltd(300356) ".
At present, the problem of Elefirst Science & Technology Co.Ltd(300356) capital occupation by Guangyi investment has not been completely solved. According to the introduction of Elefirst Science & Technology Co.Ltd(300356) , as of February 7, 2022, Guangyi investment has returned the occupied amount of 48.8 million yuan to the company, and the balance of funds occupied by Guangyi investment to the company is 200.47 million yuan, accounting for 20.44% of the latest audited net assets of the company.
In addition, Elefirst Science & Technology Co.Ltd(300356) announcement shows that as of February 7, 2022, Guangyi investment and long Changming held a total of 70.5352 million shares of the company, accounting for 17.30% of the total share capital of the company. At present, they are frozen, accounting for 100% of the shares of the company held by them, and there is a risk of judicial auction. if the shares are continued to be disposed, it may lead to a change in the control of the company.
prefer ST company
Since November last year, "Chen Bolin" has appeared in the share auction announcement of ST company for many times.
Kairuide Holding Co.Ltd(002072) announced on November 18, 2021 that the shareholder Zhang Zhendong held 14.487 million shares of the company (accounting for 8.23% of the total share capital of the company) because he was involved in litigation, which had been decided to auction by Jinan Intermediate People's court. Among them, "Chen Bolin" photographed 6.587 million shares of the company at the price of 43.84523 million yuan.
Results of Chen Bolin's participation in Kairuide Holding Co.Ltd(002072) share auction
Shortly after Chen Bolin bid, Kairuide Holding Co.Ltd(002072) announced on January 29, 2022 that it is expected to turn losses into profits in 2021.
Performance forecast for 2021
Kairuide Holding Co.Ltd(002072) said that the net profit of the company before and after deducting non profits in 2021 was turned into profit, and the operating income changed significantly compared with that in 2020. The main reason was that after the intermediate people's Court of Jingmen City, Hubei Province issued the civil ruling in 2021, ruled to accept the company's reorganization application, and the bankruptcy reorganization plan was implemented before December 31, 2021, It is caused by the reorganization income, the increase of the company's working capital, the restoration of business reputation, the expansion of trade business volume, the increase of operating profit and income.
It is noteworthy that Chen Bolin's most expensive auction is a bet on Zotye Automobile Co.Ltd(000980) .
On December 7, 2021, Zotye Automobile Co.Ltd(000980) announced that Huangshan Jinma Group Co., Ltd., the shareholder holding more than 5% of the company, pledged 10.78 million shares of the company to the bank for financing in the early stage. Due to the overdue of the business, the breach clause agreed in the agreement was triggered, and the shares were judicially disposed, and the bidder "Chen Bolin" paid a total price of about 294 million yuan, Photographed 43.85 million shares, with an average unit price of about 6.7 yuan / share.
Bidding results of Chen Bolin's participation in Zotye Automobile Co.Ltd(000980) share auction
On January 27, Zotye Automobile Co.Ltd(000980) released a performance forecast, saying that the company expects to make a loss in 2021, but the loss in 2020 is further reduced year-on-year. The main reason is that the company has completed the reorganization in 2021, and the implementation of the reorganization plan is completed, which is expected to generate a reorganization income of 2 billion yuan to 2.4 billion yuan. The still loss is based on the fact that the automobile production bases under the company are basically in the state of shutdown, The production and sales volume of complete vehicles, the main products, is small, and the total sales revenue is low. Therefore, it is proposed to withdraw large amount of asset impairment reserves and bad debt reserves.
Zotye Automobile Co.Ltd(000980) said that according to the above performance forecast, the net assets of the company at the end of 2021 are expected to be about 3.5 billion yuan to 4.5 billion yuan. If the net assets of the company at the end of 2021 are positive after being audited by an accounting firm, According to article 9.3.7 of the Listing Rules of Shenzhen Stock Exchange (revised in 2022), "after the delisting risk warning is implemented for the stock trading of a listed company due to the situation in items (1) to (3) of paragraph 1 of article 9.3.1 of these rules, the annual report of the first accounting year indicates that the company does not comply with items (1) to (4) of paragraph 1 of article 9.3.1 of these rules." Under any of the circumstances and conditions specified in item, the company may apply to the bourse for canceling the delisting risk warning for its stock trading, and the company will apply to the Shenzhen stock exchange for canceling the delisting risk warning.
However, due to the continuous decline of share price, Chen Bolin's Zotye Automobile Co.Ltd(000980) shares are in a state of floating loss.
