By Bing dwen dwen, the ice tower pier, the digital Renminbi and other related concepts, the listed companies were caught fire and even appeared "overheating". Today, many related concepts issued risk tips to remind investors to invest cautiously.
Among them, the licensed manufacturer Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) of Beijing Winter Olympics, which has "five connected boards", once again issued an announcement of abnormal stock trading fluctuations, saying that the company's licensed production and sales qualification is not exclusive, and the impact of Winter Olympics related businesses on performance is uncertain;
In addition, the "six link board" digital RMB concept Hengbao Co.Ltd(002104) also stated that the company only generates a small amount of business income related to digital RMB, which has not yet formed a scale and has little impact on the company's performance.
Data show that since the opening of the year of the tiger, Hengbao Co.Ltd(002104) and Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) have increased by 61.10% and 61.09% respectively, ranking first and second in a shares.
Winter Olympic concept stocks issued two risk warning announcements
On February 13, the licensed manufacturer Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) of Beijing Winter Olympic Games issued an announcement on abnormal fluctuations and risks in the company's stock trading. It is worth noting that, following February 9, this is the second time that the company has recently issued an announcement of abnormal fluctuations in stock trading.
Bing dwen dwen, the Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , responded to concerns about the recent Olympic Games in Beijing. The Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) responded that currently, there are 29 licensed manufacturers and 58 franchised retailers in the Winter Olympic Games. The company's licensed production and marketing qualifications are not exclusive. The sustainability of the sales of the Winter Olympic franchise products in the ice pier pier is uncertain. The impact of Winter Olympics related businesses on performance is uncertain. Please refer to the financial data disclosed by the company. Please invest rationally and pay attention to risks.
Up to Shuey Rhon Rhon Bing dwen dwen, Beijing's Winter Olympic Games and Paralympic Games in 2022, the Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) has designed and developed the 600 commodities, including the mascot "ice pier pier" and "snow Rong Rong" image: 10 products of plush toys, 10 kinds of toys, such as modeling, hand ornament, toys and ornaments, and crystal ball toys. There are more than 50 cups, pots and other products, and nearly 30 precious metal products (Note: the above data do not include customized models of sponsors or partners).
According to the disclosure of Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , in the first half of 2021, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) Beijing Winter Olympic Games franchise souvenirs and precious metals realized a revenue of 70.7384 million yuan, accounting for 7.59% of the operating revenue.
Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) from February 7 to February 11, five trading boards have been closed continuously. As of February 11, the company's share price was reported at 29.77 yuan, and the cumulative increase in the last five trading days has reached 61.09%, which is the second largest increase in A-Shares since the year of the tiger. The announcement pointed out that on February 9, February 10 and February 11, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) shares deviated from the closing price by more than 20% in three consecutive trading days, touching abnormal fluctuations.
top gainer of A-Shares in the new year: Digital RMB business has little impact on performance
Superimposed with favorable policies and the Winter Olympics fever, A-share listed companies Hengbao Co.Ltd(002104) have recently stepped out of the market of 8 boards in 10 days.
On February 13, Hengbao Co.Ltd(002104) announced that in view of the abnormal fluctuation of stock trading, the company has carried out a series of layout, technology and product reserves around digital RMB products and solutions, and actively cooperated with customers to carry out the construction of pilot scenarios, realizing the implementation of scenarios and less supply. However, since digital RMB is still in the pilot stage, The company only generates a small amount of business income related to digital RMB, which has not yet formed a scale and has little impact on the company's performance.
Hengbao Co.Ltd(002104) disclosed that the market promotion progress of its digital RMB related business will be carried out step by step in strict accordance with the national planning and the deployment of the competent department, and the company's digital RMB business is still in the preliminary stage, so it is not possible to accurately predict the growth and revenue model of this business.
Statistics show that recently, the people's Bank of China, the State Administration of market supervision, the China Banking and Insurance Regulatory Commission and the China Securities Regulatory Commission issued the "14th five year plan" for the development of financial standardization, proposing to "steadily promote the development of legal digital currency standards" and steadily promote the construction of financial science and technology standards. The introduction of the 14th five year plan for the development of financial standardization puts forward new requirements for the development of digital RMB standards. The business management department of the central bank held a 2022 working meeting and pointed out that the pilot of digital RMB Winter Olympic Games has achieved full coverage of seven scenes and steadily promoted, with about 403000 landing scenes.
At the same time, since the Winter Olympics, many people have downloaded digital RMB apps and applied for card style and bracelet hard wallets every day. In addition, many foreigners participating in the Winter Olympics have also participated. The Winter Olympics is becoming a new opportunity for the popularization and promotion of digital RMB.
Under the favorable policies, Hengbao Co.Ltd(002104) share price has repeatedly reached new highs. Since the year of the tiger, the cumulative increase has reached 61.10%, which is the largest cumulative increase of A-Shares in the same period.
In terms of performance, the performance forecast previously disclosed by Hengbao Co.Ltd(002104) shows that the company expects the net profit attributable to shareholders of listed companies to be 45 million yuan to 67.5 million yuan in 2021, with a year-on-year increase of 2509.6% ~ 3814.41%.
The company pointed out that there are three main reasons for the substantial growth of performance: 1. The investment income of the associated enterprise Shanghai Hengyu Investment Center (limited partnership) increased year-on-year. 2. In the same period of last year, the company made provision for impairment of 52.5145 million yuan and 56.1983 million yuan respectively for goodwill and intangible assets recognized during the acquisition of Shenzhen yikayi Technology Co., Ltd. During the reporting period, Shenzhen yikayi Technology Co., Ltd. is no longer included in the scope of consolidated statements. 3. The company's financial income increased year-on-year. This project belongs to non recurring profit and loss, and the impact on the net profit is about 12 million yuan.
existing concept stocks have "stalled"
So far, more than half of the 2022 Beijing Winter Olympic Games have been held. How long will the popularity of relevant stocks last?
Shishijun found that in fact, there have been "flameout" phenomena in relevant concept stocks.
The share price of Cultural Investment Holdings Co.Ltd(600715) , which is also a licensed manufacturer for the Beijing Winter Olympic Games, fell last week.
From February 7, Cultural Investment Holdings Co.Ltd(600715) has been on a zigzag board for three consecutive days. On Thursday, the company's share price opened high and went low, and once fell to the limit on Friday. On Friday, the company's share price fell 9.74% to 3.52 yuan / share, with the latest market value of 6.529 billion yuan.
According to the data, Cultural Investment Holdings Co.Ltd(600715) was established in 1993 and listed on the Shanghai Stock Exchange in 1997. It is mainly engaged in the operation and management of studios, film and television investment and development, game R & D and operation, "culture +" and other businesses.
On February 10, Cultural Investment Holdings Co.Ltd(600715) issued the stock trading risk warning announcement. In June 2021, the company signed a contract to become a franchised manufacturer and seller of Beijing 2022 Winter Olympic Games and winter Paralympic Games. However, at present, there are 29 franchised manufacturers and 58 franchised retailers of Winter Olympic derivatives. The rights and interests of franchised production and sales obtained by the company are not exclusive, Moreover, the sales of derivatives in the Winter Olympics is not the company's main business, and there is uncertainty about whether the sales heat can be sustained in the future.
In terms of performance, Cultural Investment Holdings Co.Ltd(600715) is not very optimistic. On January 29 this year, Cultural Investment Holdings Co.Ltd(600715) issued the announcement of annual performance loss in 2021. It is estimated that the net profit attributable to the shareholders of the company will be - 420 million yuan to - 500 million yuan, with a loss of - 3.463 billion yuan in the same period of last year.
In addition, some individual shareholders also issued a reduction announcement. Among them, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) disclosed two announcements related to the reduction of holdings on February 9. The shareholder Yuanlong investment reduced about 4.4196 million shares and cashed out more than 78 million yuan through block trading; Some directors, supervisors and senior managers of the company plan to reduce their total holdings of no more than 698000 shares due to the need of personal funds. Cinda Securities said in the research report that Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) there are risk factors, including uncontrollable reduction of shareholders' holdings, rapid decline in heat, less than expected sales, and the impact of the epidemic on sales.
