Investors' concerns about the new strain of Omicron eased, and the three major indexes of US stocks closed higher. Natural gas fell by more than 10% and has fallen by 32.83% in six trading days, hitting a new low since August.
Muyuan Foods Co.Ltd(002714) response to overdue business tickets of subordinate companies
the proposed credit line shall not exceed 70 billion yuan
On Monday, Muyuan Foods Co.Ltd(002714) announced a response to the previous overdue commercial acceptance bills of its subsidiaries. Muyuan Foods Co.Ltd(002714) said that as of December 6, 2021, 9 subsidiaries of company still had overdue commercial acceptance bills totaling 7.5598 million yuan. the company has actively communicated with the holders and banks to promote the smooth cashing of commercial acceptance bills and protect the legitimate rights and interests of the holders. At present, the company's production, operation and cash flow are normal, as of the end of September 2021, the company's monetary capital balance is RMB 9.95 billion.
For the reasons for the overdue, Muyuan Foods Co.Ltd(002714) explained that due to some suppliers' failure to initiate payment applications in time, a few drawer banks' inability to conduct online clearing or online clearing is not timely, the company has the situation that the actual cashing date of commercial bills is later than the due date.
The storm originated from the list of commercial tickets that were continuously overdue published by Shanghai Stock Exchange. As of November 30, 2021, the commercial bills accepted by 31 companies directly or indirectly controlled by Muyuan Foods Co.Ltd(002714) continued to be overdue. The accumulated overdue amount of 31 companies was 68.0479 million yuan, and the overdue balance was 17.0727 million yuan.
On the investor Q & a platform, Muyuan Foods Co.Ltd(002714) also responded to relevant remarks: Recently, it was noted that Yang, a staff member of China Merchants Securities Co.Ltd(600999) , released untrue remarks related to the company in the stock exchange group. The company's production, operation and liquidity are normal, and there is no major information that should be disclosed but not disclosed. The company strongly condemns such acts and reserves the right to investigate the legal responsibility of the parties.
However, for Muyuan Foods Co.Ltd(002714) , which indicates that the company's cash flow is normal, recent financing activities are more frequent.
Yesterday, Muyuan Foods Co.Ltd(002714) announced a proposal that in order to ensure that the company has sufficient production, operation and investment and construction funds, the company and its holding subsidiaries plan to apply for a credit line of no more than 70 billion yuan from banks and other financial institutions. The validity period of the applied credit line is from January 1, 2022 to December 31, 2022. On October 19, Muyuan Foods Co.Ltd(002714) issued a plan to raise no more than 6 billion yuan from the controlling shareholder. Before the fixed increase, the company also issued convertible bonds with a total amount of 9.55 billion yuan.
Since the second quarter of this year, due to the continuous decline of pork prices, the company's performance has declined year-on-year, and there has been a loss in the third quarter. The company disclosed the pig sales in November yesterday. The company sold 3.874 million pigs in November, a year-on-year increase of 86.61%. In November, the company's commodity pig price showed a fluctuating upward trend, with the average sales price of 15.96 yuan / kg, up 34.34% month on month, and the pork price was relatively warmer.
ease of concern about the epidemic
U.S. stocks closed higher, while anti epidemic stocks fell sharply
American infectious disease expert fudge called the early report of the Omicron variant virus "encouraging" and boosted market sentiment.
U.S. stocks closed higher on Monday, with the Dow rising nearly 650 points, or 1.87%, erasing last week's decline. The S & P 500 index rose 1.17% and the NASDAQ rose 0.93%. On the disk, cruise concept, aviation stocks, China concept stocks and other sectors rose, while anti epidemic concept stocks fell. American Airlines Group (AAL. US) rose more than 7%, and Hawaiian Airlines (HA. US) rose more than 8%.
Most technology stocks closed higher, with apple up 2.15%, Microsoft up 0.98%, Google a up 0.90%, Amazon up 1.11%, meta up 3.59% and Nai soaring 1.75%. Most Chinese stocks rose, with Alibaba up more than 10.37%, the largest one-day increase since June 17; Didi rose 9.72%, baidu rose 7.47% and iqiyi rose 5.94%.
Meanwhile, American anti epidemic stocks continued to decline , with biontech se down nearly 19%, Moderna down 13%, Novax medicine down 11% and vir biotechnology down 13%.
international crude oil rose . WTI January crude oil futures closed up $3.23, or 4.87%, to $69.49/barrel. Brent February crude oil futures closed up $3.20, or 4.58%, at $73.08/barrel.
Preliminary data show that Omicron is less toxic , the chief medical adviser of the White House said on Sunday. "Although it is too early to make a clear statement, so far, it does not seem to be seriously toxic."
JPMorgan analysts said that if the Omicron mutant virus proved to cause relatively high mortality and the existing vaccine was ineffective, the mutant virus would only delay the rise of the stock market, not end the rise.
the weather gets warmer
us natural gas prices fell continuously
Natural gas, once known as the "price king" of commodities by investors because it was the commodity with the largest increase in the year, has recently retreated sharply.
Recently, the price of us natural gas futures fell rapidly. At the opening yesterday, natural gas futures prices opened low with a decline of more than 7%, and then continued to decline, closing down 10.99%. since November 29, the price of natural gas has continued to fall. It has fallen by 32.83% in six trading days, the lowest since August.
Due to the warming temperatures in many parts of the world, the market's concern about cold weather has eased, and the expectation of heating materials has also decreased. According to the prediction of the National Oceanic and Atmospheric Administration, the temperature in most parts of the United States will be higher than normal from December 11 to 15. In addition, Russian natural gas supply is expected to increase, which also leads to the price reduction of natural gas futures in European and American markets.
Morgan Stanley said that the warmer weather and increased supply, especially from the Marcellus shale area, pushed down the natural gas price. The bank warned that its climate outlook showed that the natural gas price was still downward. It was expected that the natural gas price under the baseline scenario would reach an average of US $3.75 per million BTU in 2022.
At the same time, China's natural gas prices are also under pressure. According to the data monitoring of business agency, the average price of LNG in China was 6383.33 yuan / ton on December 3, down 717 yuan / ton from 7100 yuan / ton at the beginning of the week, down 10.09% during the week. After the decline, natural gas prices remained at a high position, up 51.98% compared with the same period last year.
Under the dual carbon target, natural gas is an important bridge in China's transformation from coal to renewable energy. The consumption momentum in the fields of coal to gas, transportation and power generation is still strong. In the first half of this year, China's apparent consumption of natural gas was 185.1 billion m3, a year-on-year increase of 16.4%.
According to the statistics of securities times · databao, there are 47 stocks in the A-share market, 14 stocks rose on Monday, 31 stocks fell, Shuifa Energas Gas Co.Ltd(603318) limit, Jiangxi Jovo Energy Co.Ltd(605090) , Guanghui Energy Co.Ltd(600256) rose the most, up 6.1% and 5.38% respectively.
In terms of performance, 37 shares achieved a year-on-year increase in net profit attributable to the parent company in the first three quarters of this year, of which 11 shares increased by more than 100%, with Petrochina Company Limited(601857) , Sichuan Shengda Forestry Industry Co.Ltd(002259) , Shandong Xinchao Energy Corporation Limited(600777) ranking first. In terms of valuation, the latest rolling P / E ratio of 8 natural gas concept stocks is less than 15 times, including Jiangxi Hongcheng Environment Co.Ltd(600461) , Petrochina Company Limited(601857) , Xinjiang Xintai Natural Gas Co.Ltd(603393) .
(data treasure)
