The epidemic affects people's hearts.
from 15:00 on December 12 to 16:00 on December 13, 54 new confirmed cases were found in Ningbo, Shaoxing and Hangzhou, Zhejiang Province. From December 5 to 4 p.m. on December 13, 192 confirmed cases and 1 asymptomatic infection (excluding the number of confirmed cases) have been reported in three places of Zhejiang Province.
According to the rough statistics of Chinese journalists from securities companies, recently, in order to effectively curb the spread and spread of the epidemic, at least 17 listed companies have actively responded to the epidemic prevention policies of the local government and successively announced orderly and temporary shutdown.
temporarily shut down and add 4
On December 13, Zhejiang Runtu Co.Ltd(002440) announced that the company actively responded to the government's epidemic prevention policy. All subsidiaries located in Shangyu economic and Technological Development Zone, Hangzhou Bay, Zhejiang Province began to stop feeding and gradually stop production in the afternoon of December 9, fully cooperating with the government's epidemic prevention work to curb the spread and spread of the epidemic. The resumption time shall be arranged according to the requirements of relevant departments.
Zhejiang Runtu Co.Ltd(002440) said that all subsidiaries of the company located in Shangyu economic and Technological Development Zone, Hangzhou Bay mainly produce dyes, additives and chemical raw materials, and the operating revenue accounted for about 95% (Unaudited) from January to September 2021. The shutdown will have a certain adverse impact on the company's operating performance in the fourth quarter of 2021. The specific impact degree is subject to the audited financial report of 2021. The third quarterly report shows that from January to September this year, Zhejiang Runtu Co.Ltd(002440) revenue was 4.251 billion yuan and net profit was 669 million yuan.
Guobang Pharma Ltd(605507) also announced that according to the notice issued by the leading group of New Coronavirus pneumonia epidemic prevention and control work in Shangyu District of Shaoxing on the afternoon of December 9th, it is a wholly owned subsidiary of Zhejiang economic and Technological Development Zone in Hangzhou Bay, Zhejiang state and Zhejiang Dongying have been ordered to suspend production temporarily. In addition, other production bases of the company operate normally.
Guobang Pharma Ltd(605507) said that it is expected that the orderly temporary shutdown will delay the production and delivery of some products of the company, which will have a certain adverse impact on the company's business performance this month, but the impact on the company's overall performance in 2021 is relatively limited. The specific impact degree is subject to the audited financial report in 2021.
That night, Zhejiang Mustang Battery Co.Ltd(605378) also issued a notice. The company recently received a circular issued by the leading group of pneumonia epidemic prevention and control work in New Coronavirus, Zhenhai District, Ningbo, which requires that all kinds of enterprises in the region temporarily stop working except for epidemic prevention needs and livelihood security. The company actively responded to the epidemic control requirements of government departments and has recently implemented orderly shutdown. It is expected that this orderly temporary shutdown will delay the production and delivery of some products of the company, which will have an adverse impact on the business performance of the company this month, but will not have an adverse impact on the long-term development of the company.
In addition, Ningbo Fubang Jingye Group Co.Ltd(600768) also said that the wholly-owned subsidiary Ningbo Fubang Jingye Group Co.Ltd(600768) Jingye aluminum profile Co., Ltd. has recently implemented an orderly shutdown as required to cooperate with covid-19 epidemic prevention and control. The shutdown is expected to have a certain impact on the company's operating performance in the fourth quarter of 2021. The specific impact is subject to the audited financial report of 2021. Ningbo Fubang Jingye Group Co.Ltd(600768) said that the temporary shutdown is a short-term response measure for epidemic prevention and is not expected to have an adverse impact on the long-term development of the company.
more than 10 companies have stopped production
A few days ago, Zhejiang Zhengguang Industrial Co.Ltd(301092) , Zhejiang Yangfan New Materials Co.Ltd(300637) , Zhejiang Huangma Technology Co.Ltd(603181) , Bsm Chemical Co.Ltd(300796) , Zhejiang Longsheng Group Co.Ltd(600352) , Zhejiang Yankon Group Co.Ltd(600261) , Zhejiang Zhongxin Fluoride Materials Co.Ltd(002915) , Zhejiang Chunhui Intelligent Control Co.Ltd(300943) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Zhejiang Fenglong Electric Co.Ltd(002931) , Zhejiang Jindun Fans Co.Ltd(300411) , Jialian technology and other more than 10 local listed companies in Zhejiang have successively announced that their subsidiaries actively responded to the government's epidemic prevention policies and stopped production in an orderly manner. In addition, Zhejiang Huishi, a holding subsidiary of Pharmablock Sciences (Nanjing) Inc(300725) , a listed company registered in Jiangsu and located in Shangyu District, Shaoxing, Zhejiang, also temporarily stopped production.
among them, Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) is the leader of photovoltaic equipment in China, with the latest market value of 96.5 billion yuan. By the end of the third quarter of 2021, Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) uncompleted contracts for crystal growth equipment and intelligent processing equipment totaled 17.76 billion yuan. According to Soochow Securities Co.Ltd(601555) estimates, the new orders signed by the company in the first three quarters of 2021 reached 16 billion yuan, including 8.1 billion yuan in the third quarter, adding 1.49 billion orders signed with Gaojing in October and an increase of 840 million yuan with Shuangliang in November. The company signed at least 18.3 billion orders from January to November, and it is expected that the new orders signed in the whole year will exceed 20 billion yuan.
Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) announced on December 12 that affected by the epidemic, the plant of the company and its subsidiaries in Shangyu began to stop production in an orderly manner. The subjects of this temporary shutdown include the company and its subsidiaries within the scope of consolidated statements, Shaoxing Shangyu Jingxin Electromechanical Technology Co., Ltd., Zhejiang Jinghong Precision Machinery Manufacturing Co., Ltd., Zhejiang Jingrui Electronic Materials Co., Ltd. and Zhejiang Meijing new materials Co., Ltd., involving the company's crystal growth equipment, some crystal processing equipment Some sapphire materials, auxiliary materials, consumables, parts and other businesses.
Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) said that although the business of temporary shutdown plant accounts for a large proportion of the company's business (the operating revenue of temporary shutdown business accounts for about 70% of the unaudited consolidated statements from January to September 2021), the temporary shutdown is not expected to have an adverse impact on the company's performance this year. Based on the current epidemic situation, the company has negotiated with customers to adjust the delivery time under the terms agreed in the sales contract. After the epidemic situation is controlled, the company will quickly and orderly resume production and complete the contract delivery as soon as possible by adjusting the production plan.
Judging from the stock price trend of the secondary market, Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) 's stock price has not been much affected by the shutdown. On December 13, Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) closed down 0.25%. Benefiting from the highly recent development of the photovoltaic industry, the company's share price has increased by more than 150% this year. Soochow Securities Co.Ltd(601555) recently pointed out that photovoltaic equipment is the first curve of Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , the second curve is the volume of semiconductor large silicon wafer equipment, and the third curve is the full volume of sapphire materials and silicon carbide materials, maintaining the company's parent net profit of 1.714 billion yuan, 2.492 billion yuan and 3.506 billion yuan from 2021 to 2023, and maintaining the "buy" rating. Zheshang Securities Co.Ltd(601878) also said that it is optimistic about the company's performance in the fields of photovoltaic, semiconductor, sapphire and silicon carbide in the next five years.
on December 10, the leader of the dye industry Zhejiang Longsheng Group Co.Ltd(600352) announced on the Shanghai stock exchange that the company actively responded to the government's epidemic prevention policy. All subsidiaries located in Shangyu economic and Technological Development Zone, Hangzhou Bay, Zhejiang Province began to gradually reduce and orderly temporarily stop production from the afternoon of December 9. The specific time for resuming normal production will be arranged according to the requirements of the local government.
Zhejiang Longsheng Group Co.Ltd(600352) the subsidiary located in Shangyu economic and Technological Development Zone, Hangzhou Bay, Zhejiang Province mainly produces dyes, chemical intermediates, water reducing agents and other chemical products. The operating revenue in the first three quarters of 2021 was RMB 6.603 billion, accounting for 52.55% of the company's total revenue. Zhejiang Longsheng Group Co.Ltd(600352) it is expected that the gradual reduction and orderly temporary shutdown will delay the production and delivery of the company's above products, which will have an adverse impact on the company's business performance this month, but the impact on the company's overall performance in 2021 is relatively limited.
According to the research report released in early November this year, Zhejiang Longsheng Group Co.Ltd(600352) as a leader in the dye industry, has a strong pricing power in the field of intermediates and dyes. At present, the low demand for dyes has passed, and it is optimistic that the company will achieve a relatively stable recovery of performance in the future. Considering the pressure on short-term performance, the company lowered the forecast of net profit attributable to the parent company in 2021-22 to RMB 4.046/4824 billion (the original forecast was RMB 5.436/6174 billion), increased the forecast in 2023 to RMB 5.649 billion, corresponding to the EPS forecast in 2021-23 to RMB 1.24/1.48/1.74 respectively, and maintained the target price of RMB 20 and "buy" rating in 2021.
Pharmablock Sciences (Nanjing) Inc(300725) is also a star company. It is a world leading innovative chemical product and service provider in the field of drug research and development, and a leading enterprise in molecular building blocks. On December 10, Pharmablock Sciences (Nanjing) Inc(300725) announced that Zhejiang Huishi, the holding subsidiary of the company, had gradually reduced and ordered temporary shutdown in the afternoon of December 9 according to the requirements of the local government.
In the first three quarters, Zhejiang Huishi achieved an operating revenue of 250.57 million yuan, accounting for 27.75% of the parent company's Pharmablock Sciences (Nanjing) Inc(300725) revenue (903 million yuan); In the first three quarters, Zhejiang Huishi realized a net profit of 17.8406 million yuan (Unaudited), accounting for 4% of the parent company's Pharmablock Sciences (Nanjing) Inc(300725) net profit. Pharmablock Sciences (Nanjing) Inc(300725) it is expected that the gradual reduction and orderly temporary shutdown will delay the production and delivery of Zhejiang Huishi products, which will have a certain adverse impact on the operating performance of Zhejiang Huishi, but the impact on the overall performance of the company in 2021 is relatively limited.
In the secondary market, Pharmablock Sciences (Nanjing) Inc(300725) is also a big bull stock. Although the company's share price has callback nearly 24% since the end of October, the company's share price has risen for three consecutive years since 2019, with a cumulative increase of more than 352%, and the latest market value is 28.7 billion yuan.
The research report recently released by Citic Securities Company Limited(600030) points out that Pharmablock Sciences (Nanjing) Inc(300725) is a new drug discovery platform driven by a unique innovative drug molecular block library. With the increasing number of early projects and the promotion of commercialization, large-scale production projects may have entered a large-scale period, and the income of projects above kilogram level is expected to continue to grow at a high speed; In addition, the company has built several key drug discovery technology platforms based on molecular blocks, and the "transfer of new drug R & D equity business" is expected to gradually bring new performance increment. Maintain the company's target price of 163 yuan and maintain the "overweight" rating.
54 more confirmed cases in Zhejiang
On the afternoon of December 13, Zhejiang Province held a press conference on covid-19 pneumonia epidemic prevention and control to introduce the latest progress of epidemic prevention and control.
at the press conference, the relevant person in charge introduced that from 3 p.m. on December 12 to 4 p.m. on December 13, 54 new confirmed cases were reported in Ningbo, Shaoxing and Hangzhou, Zhejiang Province (including 7 cases in Ningbo, 46 cases in Shaoxing and 1 case in Hangzhou). No new asymptomatic infections were reported.
Since December 5, to 4 p.m. on December 13, 192 confirmed cases and 1 asymptomatic infection have been reported in three places of Zhejiang Province (excluding the number of confirmed cases, the same below). Among them, 51 confirmed cases were reported in Ningbo; 123 confirmed cases and 1 asymptomatic infection were reported in Shaoxing; A total of 18 confirmed cases have been reported in Hangzhou.
A total of 8666 close contacts and 31177 secondary close contacts have been investigated in Zhejiang Province, and control measures have been implemented. The above three places have carried out a total of 9.4578 million nucleic acid samples, and 7.2066 million results have been obtained. Except for the above infected persons, all others are negative.
According to the National Health Commission, 101 new confirmed cases were reported in 31 provinces (autonomous regions and municipalities directly under the central government) and Xinjiang production and Construction Corps from 0:00 to 24:00 on December 12.
Among them, there were 80 local cases (74 in Zhejiang, including 55 in Shaoxing, 14 in Ningbo and 5 in Hangzhou; 5 in Inner Mongolia, all in Hulunbuir; 1 in Shaanxi, all in Xi'an), including 25 cases from asymptomatic infection to confirmed cases (all in Zhejiang). There were no new deaths. No new suspected cases.
There were 21 imported cases (5 in Shanghai, 5 in Guangdong, 4 in Guangxi, 2 in Beijing, 2 in Yunnan, 1 in Jilin, 1 in Jiangsu and 1 in Zhejiang), including 1 case from asymptomatic infection to confirmed case (in Zhejiang).
According to the Zhejiang Provincial Health Commission, 75 new confirmed cases were reported in Zhejiang Province from 0:00 to 24:00 on December 12. Among them, there were 5 cases in Hangzhou (all asymptomatic infected persons were transferred to diagnosis), 14 cases in Ningbo (including 11 asymptomatic infected persons), 55 cases in Shaoxing (including 9 asymptomatic infected persons), 1 case imported from abroad (asymptomatic infected persons previously imported from abroad were transferred to diagnosis), and 1 new asymptomatic infected person (imported from Bosnia and Herzegovina). All close contacts have been isolated.
all taxis and online taxi hailing in Shangyu District of Shaoxing were stopped
According to CCTV news, the 87th press conference on covid-19 pneumonia prevention and control in Zhejiang Province was held at 5 p.m. on December 13. Hu Jialin, deputy director of Zhejiang Provincial Department of transportation, introduced that according to the requirements of "firmly managing the people in charge and quickly calming the quiet area", Zhejiang Provincial Department of transportation studied and proposed 13 control measures in five aspects, such as closing import and export channels, suspending public transportation, strictly controlling water transportation and ensuring the transportation of emergency materials. At present, relevant control measures have been fully implemented, and all 46 traffic checkpoints involving Shangyu have been controlled in place.
in terms of urban public transport, as of 3 p.m. of the same day, 247 bus lines had been suspended in Ningbo and Shaoxing, including Zhenhai District of Ningbo, Shangyu District of Shaoxing and Shengzhou City. Please pay attention to the local official announcement on the recovery time; There is no urban bus outage in Hangzhou; The remaining eight cities in the province are operating normally.
in terms of rail transit, in addition to 10 subway stations such as Hangzhou Linping and Qianjiang Century City, close or reduce the export of business district; Except for the shutdown of kongpu Congyuan road section of Ningbo Zhenhai District Rail Line 2, other cities operate normally.
in terms of taxis and online car hailing, Zhenhai District of Ningbo implemented "only in but not out", and Shangyu District of Shaoxing was shut down; Other cities have stopped sending orders to medium and high-risk areas, suspended cross city business and intra city carpooling business, and prohibited taxis from going to the control area.
in terms of road passenger transport, at present, 151 inter provincial passenger transport lines have been suspended, mainly from Hangzhou, Ningbo and Shaoxing to Shanghai, Southern Jiangsu, Anhui, Shandong and other places. 357 inter city passenger transport lines were suspended, mainly from Hangzhou, Shaoxing and Ningbo to other parts of the province. For normal operation lines, the passenger occupancy rate shall be strictly controlled according to the requirements of no more than 70%. In addition, the acceptance of tourist charter buses originating, arriving or passing through epidemic affected areas shall be suspended, and the passenger shuttle buses and charter buses to and from Xiaoshan International Airport shall be subject to key supervision. Urban and rural passenger travel is mainly limited in the epidemic area.
in terms of railway passenger transport, at present, all stations in the province operate normally except Shaoxing east station and Shangyu railway station. Personnel from Xiaoshan District, Ningbo Zhenhai District and Shaoxing Shangyu District of Hangzhou are strictly restricted from leaving the province by railway. Personnel from other counties (cities and districts) of Hangzhou, Ningbo and Shaoxing must hold a negative nucleic acid test certificate within 48 hours. The implementation time of the above travel requirements in medium and high risk epidemic related areas will continue until March 15, 2022.
In terms of airport passenger transport, the seven transport airports in Zhejiang Province operate normally. Individual flights are adjusted according to the relevant requirements of national epidemic prevention and control. Only one flight is reserved from Hangzhou to Beijing every day, and all flights from Ningbo to Beijing are cancelled.
In terms of waterway passenger transport, the route from Qiandao Lake to Huangshan Shendu in Hangzhou was suspended; Ningbo Beilun Baifeng to Putuo Mountain, Xiangshan Shipu to Yushan, Shipu to Tantou mountain routes were suspended; The tourist routes of Zhenhai Jiulong lake, Sanjiang, Dongqian Lake and Yaojiang River were suspended; Flights to Yuecheng district and Keqiao District of Shaoxing were suspended. The flight from Lanxi to Jiande in Jinhua City was suspended; The cruise ship of South Taihu Lake in Huzhou City was suspended; Nanming Lake route in Liandu District, Lishui City and Jingning County route were suspended.
Sudden! A number of listed companies shut down due to the epidemic, and the latest response came
All taxis and online taxi hailing in Shangyu District of Shaoxing were stopped. Dye manufacturers in important cities announced that they would stop production, and the leading semiconductor equipment was affected!
(brokerage China)
