On the evening of the 12th, several listed companies announced that affected by the epidemic, enterprises temporarily stopped production.
According to incomplete statistics of Zhongxin Jingwei, as of 21 p.m. on the 12th, 14 A-share listed companies had stopped production due to the impact of the epidemic, namely Zhejiang Fenglong Electric Co.Ltd(002931) , Zhejiang Jindun Fans Co.Ltd(300411) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Zhejiang Chunhui Intelligent Control Co.Ltd(300943) , Zhejiang Zhongxin Fluoride Materials Co.Ltd(002915) , Jialian technology, Zhejiang Yankon Group Co.Ltd(600261) , Zhejiang Longsheng Group Co.Ltd(600352) , Bsm Chemical Co.Ltd(300796) , Zhejiang Huangma Technology Co.Ltd(603181) , Guizhou Salvage Pharmaceutical Co.Ltd(600227) , Pharmablock Sciences (Nanjing) Inc(300725) , Zhejiang Yangfan New Materials Co.Ltd(300637) , Zhejiang Zhengguang Industrial Co.Ltd(301092) . Most of these companies are registered or subsidiaries in Zhejiang.
It is found that most of the 14 companies affected by the epidemic are chemical, pharmaceutical, biological, mechanical equipment and other industries.
In terms of market value, among the 14 companies, as of the closing on December 10, Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) had the highest market value of 96.7 billion yuan.
In terms of the number of shareholders, Zhejiang Longsheng Group Co.Ltd(600352) has the largest number of shareholders, exceeding 200000.
what is the impact of temporary shutdown?
According to the announcement of Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , 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. The company expects that this temporary shutdown is only a short-term measure for epidemic prevention and will not have a significant adverse impact on the company’s operating performance in the future years.
Zhejiang Longsheng Group Co.Ltd(600352) it is expected that this gradual reduction and orderly temporary shutdown will delay the production and delivery of the company’s above products and 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. The specific impact degree is subject to the audited financial report in 2021. The company predicts that this shutdown is a short-term measure for epidemic prevention and will not have an adverse impact on the long-term development of the company.
Pharmablock Sciences (Nanjing) Inc(300725) , Zhejiang Huangma Technology Co.Ltd(603181) , Zhejiang Zhongxin Fluoride Materials Co.Ltd(002915) and other companies expect to have an adverse impact on the company’s short-term operating performance, but the impact on the company’s overall performance in 2021 is relatively limited.
Zhejiang strictly controls cross provincial travel and personnel gathering
On the afternoon of December 12, sun liming, deputy director of Zhejiang Provincial Health Commission, introduced that since December 5, as of 3 p.m. on December 12, 138 confirmed cases and 1 asymptomatic infection have been reported in Ningbo, Shaoxing and Hangzhou, Zhejiang Province. Among them, 44 confirmed cases were reported in Ningbo; A total of 77 confirmed cases and 1 asymptomatic infection were reported in Shaoxing; A total of 17 confirmed cases have been reported in Hangzhou. A total of 6116 close contacts and 19311 secondary close contacts have been investigated in Zhejiang Province, and control measures have been implemented.
In order to prevent and control the epidemic situation, Zhejiang requires that personnel in medium and high-risk areas and their counties (cities and districts) strictly restrict travel; Personnel from other counties (cities, districts) in cities divided into districts where medium and high-risk areas are located do not need to travel. If they really need to travel, they must hold the negative certificate of nucleic acid test within 48 hours. Strictly restrict access to medium and high risk areas and counties (cities and districts). Personnel in high-risk posts shall avoid travel as far as possible. If they really need to travel, they must leave their posts for more than 14 days, hold the negative certificate of nucleic acid test within 48 hours, and report to their units for filing. The above travel requirements are for inter provincial mobility.
In addition, Zhejiang Province should strengthen the measures of “temperature measurement + bright code + wearing masks” in public places and key places, including conference activities, Party activities, cultural and entertainment activities, and continue to strengthen social control measures.
Affected by the epidemic, many listed companies temporarily shut down many shares, saying that they had limited impact on the overall performance in 2021
A number of A-share companies stopped production temporarily, and 138 cases were diagnosed in 3 places in Zhejiang! How big is the impact? Here comes the response
(Zhongxin Jingwei)
