Near the end of the year, the st plate has a limit tide again. According to the data, as of the closing on December 7, 45 stocks in the st sector, including Fujian Start Group Co.Ltd(600734) , Shenzhen Hemei Group Co.Ltd(002356) , Jiangsu Hongtu High Technology Co.Ltd(600122) , Shangying Global Co.Ltd(600146) , rose by the limit. Many stocks have been connected for many days, Fujian Start Group Co.Ltd(600734) has closed 8 daily limit plates, Shenzhen Hemei Group Co.Ltd(002356) has closed 7 daily limit plates, Jiangsu Hongtu High Technology Co.Ltd(600122) , Shangying Global Co.Ltd(600146) have closed 6 daily limit plates. On December 6, there were also nearly 30 ST shares trading.
At the end of each year, St plate will go out of a wave of “off star and hat” market. Especially in the last month, in order to “protect the shell”, many ST companies have launched big moves to turn losses into profits through bankruptcy reorganization, asset reorganization and asset transfer. The various benefits released have indeed attracted a large number of investors.
In the last two days, a number of ST companies have issued stock price changes.
According to the data, as of December 7, at least seven companies had issued announcements related to stock trading fluctuations, suggesting trading risks.
Among them, Shenzhen Hemei Group Co.Ltd(002356) is typical. The company indicated the risk of termination of listing in the announcement. Shenzhen Hemei Group Co.Ltd(002356) said that the company has entered the reorganization process. If the company successfully implements the reorganization and completes the reorganization plan, it will help to optimize the company’s asset liability structure and improve the company’s sustainable operation and profitability. If the reorganization fails, the company will be declared bankrupt. If the company is declared bankrupt and liquidated by the court, the company’s shares will face the risk of delisting.
Shenzhen Hemei Group Co.Ltd(002356) also said that the company disclosed the third quarter report of 2021 on October 29, 2021, and the net assets at the end of the third quarter report of 2021 were -2459632600 yuan. If the net assets of the company continue to be negative at the end of the 2021 annual report period, the company’s shares will face the risk of delisting according to relevant regulations.
In fact, the performance of many ST companies is under great pressure.
According to the new delisting regulations issued at the end of last year, after the disclosure of the annual report of 2021, if the listed company first touches the financial delisting index of negative net profit before and after deduction and the operating income is less than 100 million yuan, it will be subject to delisting risk warning (* st).
The data show that among the 106 * ST Companies in a shares, only 21 companies deducted non net profit in the first three quarters as a positive number, of which 3 companies deducted non net profit of more than 100 million yuan.
In fact, since November, St plate has walked out of the rising market. As of December 7, the cumulative increase of St sector index during the period was about 14%.
Specifically, since November, seven stocks, including Jiangsu Chengxing Phosph-Chemical Co.Ltd(600078) , Delixi Xinjiang Transportation Co.Ltd(603032) , * Zhongxing Tianheng Energy Technology (Beijing)Co.Ltd(600856) , have increased by more than 50% during the period, of which the cumulative increase during Jiangsu Chengxing Phosph-Chemical Co.Ltd(600078) has reached 106.16%.
In addition to the expectation of “taking off the star and taking off the hat” near the end of the year, the sharp rise of St plate is also related to short-term capital speculation.
Wang Weijia, general manager of Beijing Sunshine Tianhong asset management company, told reporters: “the hot plates such as new energy vehicles and photovoltaic have been adjusted. In the absence of a clear main line, the market has a poor profit-making effect. Superimposed with the tightening of capital at the end of the year, some funds in the field choose the st plate with the concept of speculation. However, this speculation is not sustainable.”
Yan Kaiwen, chief strategic analyst of Huaxin securities, told reporters frankly that “investors are not recommended to participate”. He believes that according to the new regulatory provisions, for “shell” companies that do not have the ability of sustainable operation, the regulatory authorities clearly pointed out that such companies use the common means of expanding their operating income to protect the shell, and formulate relevant deduction standards in a targeted manner, so as to achieve “refundable and refundable”. From this point of view, investing in St stocks is very risky.
Wang Weijia also made it clear that investors are not recommended to participate in the trading of ST shares. Investors should also pay special attention to the important indicators related to the delisting system, such as the finance, stock price and market value of ST company, so as to make comprehensive judgment and rational investment.
(Securities Daily)
