a-share market continues to play the drama of the strong and the constant Ningbo Energy Group Co.Ltd(600982) ( Ningbo Energy Group Co.Ltd(600982) ) and Xinjiang Tianshun Supply Chain Co.Ltd(002800) ( Xinjiang Tianshun Supply Chain Co.Ltd(002800) ) both continued to rise the limit. So far, the two stocks have closed 6 and 5 limit boards successively
As of the closing on March 3, Ningbo Energy Group Co.Ltd(600982) reported at 7.85 yuan, up 0.71 yuan or 9.94% Xinjiang Tianshun Supply Chain Co.Ltd(002800) was reported at 23.03 yuan, up 2.09 yuan or 9.98%.
After the continuous rise of the stock price limit, Ningbo Energy Group Co.Ltd(600982) issued a risk warning announcement that there is uncertainty in the implementation of pumped storage projects Xinjiang Tianshun Supply Chain Co.Ltd(002800) said in the announcement of abnormal fluctuations in stock trading that the company’s Russian related business income accounts for a relatively small proportion of the company’s operating income.
6 connecting board Ningbo Energy Group Co.Ltd(600982) risk prompt
Ningbo Energy Group Co.Ltd(600982) mainly engaged in cogeneration, biomass power generation, pumped storage and integrated energy services, as well as financial investment related to energy. So far, the main business has not changed. In the secondary market, Ningbo Energy Group Co.Ltd(600982) since the closing of the first recent trading board on February 24, it has shown a continuous trading trend.
As of the closing on March 3, Ningbo Energy Group Co.Ltd(600982) closing price was 7.85 yuan, with an increase of 77.2% in the six trading days since February 24. The cumulative turnover rate for six consecutive trading days was 120.14%, significantly higher than the previous turnover rate of the company.
In addition, according to the relevant valuation data of China Securities Index Co., Ltd., as of the closing of March 3, Ningbo Energy Group Co.Ltd(600982) belongs to the Securities Regulatory Commission Industry d44 power and heat production and supply industry, the latest P / E ratio is 21.73 times, Ningbo Energy Group Co.Ltd(600982) latest dynamic p / E ratio is 34.01 times, the P / E ratio of power and heat production and supply industry is 1.75 times, and the latest P / E ratio of the company is 2.48 times, The data are higher than the level of Listed Companies in the same industry.
It is worth noting that Ningbo Energy Group Co.Ltd(600982) announced on February 28 that the company signed the letter of intent for investment and construction of Ningbo Fenghua pumped storage power station project with Ningbo Fenghua District People’s government and Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) Group East China survey, design and Research Institute Co., Ltd., with an installed capacity of about 1.2 million KW and an estimated investment of about 8 billion yuan.
Ningbo Energy Group Co.Ltd(600982) said that the projects involved in the letter of intent were in line with the company’s development strategy of vigorously developing the green energy industry under the background of “carbon peaking and carbon neutralization”. In the newly disclosed risk warning announcement, Ningbo Energy Group Co.Ltd(600982) said that the letter of intent for cooperation is only an intentional agreement reached by the three parties through friendly negotiation and does not constitute the basis for both parties to investigate the liability for breach of contract, and there are major uncertainties in the implementation of the projects involved. At the same time, if an agreement on cooperation cannot be reached and a cooperation agreement cannot be signed within 9 months after the signing of the letter of intent, the letter of intent will be automatically terminated.
The investment amount of the projects involved in the above letter of intent is large, which is much higher than the current book monetary capital level of the company. At the same time, the cycle of pumped storage project is long, and the cycle of a single project is 8-10 years. At present, the source of funds and specific construction plan are not clear, and there are significant uncertainties in the implementation of the project. At present, the company only has Xikou energy storage, a holding subsidiary, to carry out pumped storage business. As of June 30, 2021, the total assets of Xikou energy storage accounted for 2.69% of the total assets of the company, and the operating revenue of Xikou energy storage from January to June 2021 accounted for 2.37% of the operating revenue of the company.
Xinjiang Tianshun Supply Chain Co.Ltd(002800) Russian related business income accounts for a relatively small proportion
while Ningbo Energy Group Co.Ltd(600982) has received 6 consecutive trading limits, Xinjiang Tianshun Supply Chain Co.Ltd(002800) has also received 5 consecutive trading limits Xinjiang Tianshun Supply Chain Co.Ltd(002800) the reason why the trend is so strong is mainly because the stock is endowed with the “concept of Sino Russian trade” by the market
On the evening of March 3, Xinjiang Tianshun Supply Chain Co.Ltd(002800) issued an announcement on abnormal fluctuations in stock trading, which suggested that the company was concerned about the recent hot spots in the capital market involving the “Sino Russian trade concept”, and the company’s Russian related business income accounted for a relatively small proportion of the company’s operating income. Through self-examination, the company does not violate the fair disclosure of information. The company does not need to disclose the performance forecast, and the unpublished periodic report data information is not provided to the third party other than the company’s audit institution.
Xinjiang Tianshun Supply Chain Co.Ltd(002800) ‘s business covers third-party logistics, supply chain business, park business and international business. Previously, Xinjiang Tianshun Supply Chain Co.Ltd(002800) in the 2021 semi annual report, it was introduced that in terms of international air cargo, during the reporting period, the company took Urumqi as the center and opened all cargo aircraft routes such as London, Tbilisi, Georgia, Kiev, Ukraine and Addis Ababa, Ethiopia. At the same time, routes from Haikou to Hahn, Moscow and Sydney are opened in Haikou.
In terms of international railway business, Xinjiang Tianshun Supply Chain Co.Ltd(002800) by integrating resources from outside China, Urumqi has opened trains to central and Central Asian countries such as Russia, Italy, Azerbaijan, Kazakhstan, Uzbekistan, Iran, Turkey, Georgia and Malaysia, continued to promote the organization mode of centralized transportation of Central European trains, and opened lines to central and Western Asia, Russia Europe and other countries and regions.
Xinjiang Tianshun Supply Chain Co.Ltd(002800) was listed on the dragon and tiger list on March 3 because the closing price increase deviated from the value by 20% in three consecutive trading days. According to the data of the dragon and tiger list, all those participating in the speculation of the stock are hot money seats, and no institutional seats appear.
