“Malicious rumors cause misunderstanding and misinterpretation in the market and affect the reputation of enterprises.” At noon on February 13, Contemporary Amperex Technology Co.Limited(300750) official wechat issued a statement that the company had reported to the public security organ and would investigate the responsibility of the rumor mongers according to law.
Recently, the valuation of the new energy track sector was adjusted. As of the closing on February 11, Contemporary Amperex Technology Co.Limited(300750) secondary market share price fell below the 500 yuan mark, with a decline of 5.43% on the same day to 489.99 yuan / share, with a total market value of 1.1 trillion yuan. With the stock price falling, recently, there have been various rumors about Contemporary Amperex Technology Co.Limited(300750) in the market, such as being sanctioned by the United States, being excluded from the gem weight index, collapse with Tesla, etc.
Lawyer Yang Zhaoquan of Beijing Weinuo law firm told the reporter of Securities Daily that in law, rumor generally refers to the act of deliberately fabricating and disseminating statements inconsistent with the facts; according to the provisions of the securities law, Whoever fabricates or disseminates false or misleading information and disturbs the securities market will have his illegal income confiscated and be fined up to ten times his illegal income.
In the first week of the year of the tiger, as of the closing on February 11, Contemporary Amperex Technology Co.Limited(300750) reported 489.99 yuan, and the share price fell by 15.44% in the past week. Among them, the decline was more than 5% in the three trading days of February 8, 10 and 11.
At the same time, some bad rumors began to circulate on the Internet. On February 8, the news that Contemporary Amperex Technology Co.Limited(300750) was sanctioned by the United States began to circulate, but was immediately denied by Contemporary Amperex Technology Co.Limited(300750) ; This weekend, another news broke that Contemporary Amperex Technology Co.Limited(300750) broke down with Tesla again… On February 13, Contemporary Amperex Technology Co.Limited(300750) official micro released a “solemn statement” to refute the recent online rumors.
Lawyer Yang Zhaoquan further said that according to the norms of information disclosure of listed companies, listed companies can disclose information that may affect the stock price through designated media. but it should be noted that if the so-called “rumors” are confirmed, the rumor refutation of listed companies will mislead investors.
A securities analyst told the reporter of Securities Daily that on the whole, the stock price performance of Contemporary Amperex Technology Co.Limited(300750) is based on market trading behavior and has little to do with the above rumors. in the view of insiders, the decline performance of Contemporary Amperex Technology Co.Limited(300750) last week was based on the overall valuation adjustment of the new energy track. The current adjustment is not a “bad thing”.
most institutions and experts believe that the new energy industry continues to improve and remain unchanged, and the industry fundamentals are optimistic, which belongs to the short-term sector valuation correction.
According to the data released by SNE on February 7, Contemporary Amperex Technology Co.Limited(300750) ranked first in the world with 96.7gwh in the global power battery installed capacity ranking in 2021, with a year-on-year increase of 167.13%, accounting for 32.6% of the global market share and 24.6% of the global market share in 2020.
For the “differences” between the company’s fundamentals and stock price, there have also been various rumors in the market, a few analysts have also given suggestions to “ship at high prices”. on February 11, a bearish report from Wei Zhichao, chief economist of capital securities, attracted the attention of the industry. The report believed that the short-term stock price was determined by more non fundamental factors, such as market microstructure, market sentiment and other variables. The overall adjustment of Contemporary Amperex Technology Co.Limited(300750) is not over yet, and there may still be 20% room for decline in the future.
The research report raised a heated debate in the market, but the research report was subsequently deleted from its official account and the original telephone conference was cancelled.
at present, most institutions including Zheshang Securities Co.Ltd(601878) , Guosen Securities Co.Ltd(002736) and Huaxin securities are still bullish on Contemporary Amperex Technology Co.Limited(300750) . according to the latest research report on Citic Securities Company Limited(600030) on February 13, CITIC gave a buy rating to Contemporary Amperex Technology Co.Limited(300750) . CITIC believes that the company’s production capacity will exceed 400gwh in 2022, and the overseas power battery and energy storage orders are expected to exceed 50gwh and 40gwh; In addition, the company’s new technology is expected to accelerate the implementation. As a leader in energy reform, the company will fully enjoy the development opportunities of the industry
