Today’s stock market is getting better again.
Maotai returned to 2000 yuan, and track stocks such as new energy and semiconductors rebounded strongly! Going north, the funds are crazy to copy the bottom of nearly 10 billion!
However, there were a series of flash collapses of individual stocks in one plate. In the afternoon, the st plate plunged sharply, and many stocks staged a sky floor!
Baijiu plate broke out
Baijiu stocks have been rising for a long time. Kweichow Moutai Co.Ltd(600519) has stood at 2000 yuan mark at one stroke, Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) has been trading, and Anhui Yingjia Distillery Co.Ltd(603198) and Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) shares have risen. CICC believes that high-end Baijiu is more resistant to risk and the valuation is in the layout area.
Recently, the Baijiu industry will enter the period of information intensive release. Moutai, Wuliangye Yibin Co.Ltd(000858) , Jiugui Liquor Co.Ltd(000799) , sacrifice and Jiannanchun have begun to release positive signals. Citic Securities Company Limited(600030) believes that the Baijiu industry continues to boom, and fundamentals are steady upward. It is confident that sales will be strong throughout the Spring Festival next year. At present, Baijiu plate valuation is in a reasonable range, and actively recommend the Baijiu industry.
Baijiu Baijiu research report pointed out that the emphasis on liquor cross year quotes, the first choice of high-end Moutai and potential energy strong liquor, under the disturbance of the market, the market demand for liquor in the coming year is still controversial. But from the market performance, Baijiu terminal demand is stronger, the channel is relatively healthy, the report remains spare, and the Q1 is more robust than the other year. Short term recommendations should be emphasized at the end of the year, including the dealer conference, the disclosure of Baijiu enterprises’ business plan in the coming year, and the preparation for the peak season.
Looking forward to 2022, Boc International (China) Co.Ltd(601696) believes that Baijiu is still the best sub sector of growth certainty. Although some companies controlled goods in the fourth quarter, which may have an impact on the report performance, from another point of view, these companies will make a good start to the Spring Festival in 2022. Because of the change of income structure, the ratcheting effect of Baijiu consumption and the trend of concentration increasing, Baijiu consumption shows strong toughness, especially the high-end liquor.
Netizens joked that the masters are back.
high boom track stocks rebounded collectively
Yesterday’s adjustment of lithium batteries, semiconductors and other high boom track plates rebounded collectively.
Electronics and other science and technology topics strengthened in early trading, Ofilm Group Co.Ltd(002456) , Castech Inc(002222) , Phenix Optical Company Limited(600071) and other stocks rose by the limit. The 300 billion fruit chain Mao Luxshare Precision Industry Co.Ltd(002475) rose sharply in late trading and finally closed up more than 6%.
Guo Mingxuan, an analyst at Tianfeng international, pointed out that Apple has started planning the second generation of AR / MR headgear, with a shipment schedule of 2h24. Lixun is an NPI supplier of Apple’s second generation AR / MR headgear (the first generation is Heshuo), which means that: 1) Lixun is an exclusive supplier at least in the initial stage, and 2) Apple’s second generation ar headgear shipment will grow significantly. The worst moment of instant messaging has passed. Benefiting from the significant growth of NPI and vertical integration business of several new products, and the shipment of airpods has recovered yoy growth since 1q22, it is expected that the growth momentum of Lixun yoy will accelerate from 1q22.
The concept of the meta universe has made a comeback.
in the afternoon, the st plate plunged sharply, and many shares staged a sky floor
Hunan Tianrun Digital Entertainment & Cultural Media Co.Ltd(002113) , Zoje Resources Investment Co.Ltd(002021) , St easy to see, Jiangsu Hongtu High Technology Co.Ltd(600122) staged the sky floor. In addition, more than 20 ST shares such as St danbang, Shunliban Information Service Co.Ltd(000606) , Nanning Baling Technology Co.Ltd(002592) , Liaoning Shidai Wanheng Co.Ltd(600241) fell by the limit.
The Securities Daily commented that on December 7, the number of companies trading in the st sector was as high as 45, while on the same day, there were only 97 companies closing at the trading price in the A-share market, accounting for 46.39%. In the face of irrational fluctuations in the share prices of some ST companies, the regulatory authorities attach great importance to it. In the past seven days, 9 ST companies have received attention letters, and even 4 companies have announced that they have been filed for investigation by the CSRC. According to past experience, December is often the last opportunity for a group of * STS to seek turnaround. Some companies avoid delisting by means of giving assets, offsetting performance, trading and so on. However, with the implementation of the new delisting regulations this year, shell companies that do not have the ability of sustainable operation will undoubtedly usher in the most difficult year.
life imprisonment! The original actual controller of the A-share company was sentenced to
On the morning of December 8, 2021, Shanghai No. 1 Intermediate People’s Court (hereinafter referred to as Shanghai No. 1 Intermediate People’s court) publicly sentenced the defendants Gu Guoping, Nong Jin, Chen Yu, Zhu Jun, Wang Jingjing and Zhang Jimin to the case of fund-raising fraud, sentenced Gu Guoping to life imprisonment for the crime of fund-raising fraud, stripped of political rights for life and confiscated all his personal property; Nong Jin, Chen Yu, Zhu Jun, Wang Jingjing and Zhang Jimin were sentenced to fixed-term imprisonment of 15 to 10 years for the crime of fund-raising fraud and confiscation of personal property of RMB 5 million to 600000 yuan (the same currency below).
It was found through trial that in January 2015, the defendant Gu Guoping actually controlled Shanghai Lianbi Electronic Technology (Group) Co., Ltd. (hereinafter referred to as Lianbi company). In July of the same year, Gu Guoping asked the defendant Nong Jin to set up a financial team in Lianbi company and develop the online platform of Lianbi financial app for illegal fund-raising. Later, in order to expand the number of Lianbi financial app customers, Gu Guoping used his actual operation of Shanghai Feixun Data Communication Technology Co., Ltd. (hereinafter referred to as Shanghai Feixun company) and Lianbi company to launch the “0 yuan purchase” marketing activity of purchasing routers and other electronic products of Shanghai Feixun company and registering Lianbi financial app members online, so that Lianbi company can return the purchase money in full, Attract the public to register, and publish various financial products targeted at the false asset packages and directional entrusted investment projects of shell companies actually controlled by Gu Guoping on the online platform of Lianbi financial app, luring the public to invest and buy with high interest return and promise to guarantee principal and interest as bait. The defendants Nong Jin, Chen Yu, Zhu Jun, Wang Jingjing and Zhang Jimin participated in the company’s management, product design, fund allocation, system maintenance, etc. By the time of the crime, more than 908600 victims had been killed, and the actual economic loss was more than 9.971 billion yuan.
Since September 2017, the defendant Gu Guoping, in the name of Shanghai Feixun company without authorization, cooperated with Huaxia Wanjia (Beijing) financial service outsourcing Co., Ltd., which is actually controlled by Gu Guoping, to launch the “0 yuan purchase” marketing activity of purchasing body fat scales and other products of Shanghai Feixun company, and registering Huaxia Wanjia financial service app online, so as to get a full refund of the purchase money. In the same period, Gu Guoping and others used the above-mentioned similar means to trick the public into buying financial products on Huaxia Wanjia financial services app, illegally raising funds, and instructed the defendant Zhu Jun to take and occupy them. By the time of the incident, more than 194200 victims had been killed, and the actual economic loss was more than 2.602 billion yuan.
Shanghai No. 1 Intermediate People’s court held that the defendants Gu Guoping, Nong Jin, Chen Yu, Zhu Jun, Wang Jingjing and Zhang Jimin jointly used fraud methods to illegally raise funds for the purpose of illegal possession, with a huge amount, and their acts have constituted the crime of fund-raising fraud. The above-mentioned defendant’s fund-raising fraud caused particularly heavy economic losses to the victim and seriously damaged the national financial order. In combination with the facts, nature, circumstances and social harm of the case, the above judgment is made according to law.
A total of more than 20 people, including the defendant’s family members and victims, listened to the sentencing at the trial site and the video court. The judicial organs of this city will continue to strengthen the recovery of stolen goods and losses of the assets involved.
Gu Guoping was born in 1977 in Songjiang, Shanghai. In his early years, he saved his first pot of gold by helping people save machines (assemble computers) and selling computer accessories. In 2008, he founded Shanghai Feixun to produce and sell communication equipment such as switches, mobile phones and routers.
In the following years, Shanghai Feixun developed rapidly. In 2014, its operating revenue was close to 10 billion yuan and its net profit was as high as 900 million yuan, gaining the reputation of “small Huawei”. Also in this year, Gu Guoping began to plan to incorporate Shanghai Feixun into Huiqiu Technology (formerly known as Beisheng pharmaceutical) to realize backdoor listing.
In January 2016, Huiqiu technology disclosed that Gu Guoping had become the actual controller of the company, holding a total of 8.79% equity. In the same year, the share price of Huiqiu technology plummeted, resulting in Gu Guoping’s asset management plan to use leverage to become the owner of the listed company. He had to sell part of his equity to another capital player in exchange for a total of 800 million yuan of life-saving funds. However, since then, the two sides have become enemies in order to seize the control of Huiqiu technology. Finally, the “1001 proposals” manipulated by Xian Yan detonated public opinion. Both of them lost and were both out. Gu Guoping was punished by the CSRC for banning him from the securities market for life.
Gu Guoping once said in an interview that his failure in the capital market consumed all his chips at that time. “Almost everything has been sold out.” Gu Guoping said that in 2016, he had sold a total of 2.8 billion yuan, including equity and real estate, to repay debts, and lost control of Shanghai Feixun.
By 2018, the P2P industry exploded one after another, Lianbi finance was not spared, and Gu Guoping really went to a “desperate situation”, which was a complete failure. According to the previous police announcement, on June 21, 2018, Songjiang branch of Shanghai Municipal Public Security Bureau filed a case of Shanghai Lianbi Electronic Technology Co., Ltd. suspected of illegally absorbing public deposits according to reports from the public. Nong Jin, the designated representative of the judiciary, fled abroad in the early morning of June 20 and was arrested abroad in August of that year. Meanwhile, Gu Guoping and others have also been arrested.
In November 2018, St Huiqiu ushered in life-saving straw. Ruilai Jiayu, the controlling shareholder of the company, signed a share transfer agreement with Inmyshow Digital Technology (Group) Co.Ltd(600556) , and Ruilai Jiayu transferred 46.04 million shares of the company (accounting for 11.66% of the total share capital of the company) to Inmyshow Digital Technology (Group) Co.Ltd(600556) . After the equity transfer, the controlling shareholder of the company is changed to Inmyshow Digital Technology (Group) Co.Ltd(600556) .
With the completion of Inmyshow Digital Technology (Group) Co.Ltd(600556) capital injection, St Huiqiu, which experienced a series of disturbances such as unclear identification of actual controllers, 1001 motions of the general meeting of shareholders and refusal of regulatory rectification, officially took off its hat to “come back from the dead” on April 21, 2020 and changed its name to Inmyshow Digital Technology (Group) Co.Ltd(600556) , becoming the first A-share company whose main business is red man new economy.
Miss Dong was embarrassed this time: Gree air conditioner infringed oaks’ invention patent and was awarded a compensation of 167 million yuan
Recently, two civil judgments of Ningbo intermediate people’s Court of Zhejiang Province (hereinafter referred to as Ningbo intermediate people’s court) show that oaks Air Conditioner Co., Ltd. (hereinafter referred to as oaks air conditioner) sued Gree Electric Appliances Inc.Of Zhuhai(000651) and Ningbo Yongge Information Technology Co., Ltd. (hereinafter referred to as Yongge company) for infringement of invention patent rights, and Gree Electric Appliances Inc.Of Zhuhai(000651) needs to compensate oaks air conditioner for a total of about 167 million yuan.
Both judgments revolved around a patent involved with the name of “compressor”, and the plaintiff was oaks air conditioner. The patent number of the patent is zl00811303 3. The application date is August 11, 2000, and the original patentee is Toshiba carrier air conditioning system Co., Ltd. In 2018, Toshiba transferred the right of the patent to oaks air conditioner, and transferred the right to investigate the infringement liability and obtain damages for the third-party infringement before the transfer.
The plaintiff oaks electric claimed that the defendant Yongge company sold the products infringing the above patent right without the permission of the plaintiff. After technical comparison, the plaintiff believed that the alleged infringing products had fallen into the protection scope required by the plaintiff’s patent right. The defendant Gree Electric Appliances Inc.Of Zhuhai(000651) should be liable for compensation for manufacturing infringing products. The defendant Yongge company, etc., as the seller, It shall bear the responsibilities of off shelf e-commerce products and litigation costs.
After Ningbo intermediate people’s court accepted the above case in January 2019, the defendant Gree Electric Appliances Inc.Of Zhuhai(000651) raised an objection to jurisdiction. After being rejected by the ruling of Ningbo intermediate people’s court, Gree Electric Appliances Inc.Of Zhuhai(000651) refused to appeal to the Supreme People’s court, and was again rejected and upheld the original ruling.
It is worth noting that Gree Electric Appliances Inc.Of Zhuhai(000651) has twice applied to the State Intellectual Property Office for invalidation of the patent involved. In September 2021, the State Intellectual Property Office only issued a document declaring that part of the patent right was invalid.
Ningbo intermediate people’s court held public hearings on the above cases on July 19, 2021 and October 15, 2021.
Finally, Ningbo intermediate people’s court held that the alleged infringing technical solution fell within the protection scope of claims 1 and 10 of the patent involved; According to the judicial appraisal, patent specification and relevant regulations, Gree’s existing technology defense claim is not tenable; According to the calculation formula of “infringement profit = sales of infringing products * reasonable profit rate of infringing products * reasonable contribution rate of patent to profit”, expert opinions and relevant laws and regulations, support the plaintiff’s claims for economic compensation of 96 million yuan and 70.6 million yuan for the two models of air conditioning products related to the patent involved.
Previously Gree Electric Appliances Inc.Of Zhuhai(000651) and oaks air conditioner have filed lawsuits on patent issues for many times. Gree Electric Appliances Inc.Of Zhuhai(000651) also sued oaks for patent infringement of air conditioner and was supported by the court for compensation, with a compensation amount of tens of millions of yuan.
In June this year, Dong Mingzhu spoke again about the “ge’ao dispute”: Gree Electric Appliances Inc.Of Zhuhai(000651) there is still a lawsuit with oaks. This time, the demand is higher, more than 100 million. One of the lawsuits may be the case decided by the court. From this point of view, the original vowed Gree Electric Appliances Inc.Of Zhuhai(000651) was “beaten in the face” this time.
Gree Electric Appliances Inc.Of Zhuhai(000651) this year’s market performance is a double whammy. Since the end of 2020, the share price has been callback all the way, and fell to 36.63 yuan on December 7, almost halving. On the Gree Electric Appliances Inc.Of Zhuhai(000651) stock investment platform, many investors burst their positions due to financing purchase. It was said that Gree Electric Appliances Inc.Of Zhuhai(000651) financing purchase, the guarantee proportion decreased to less than 130%, there was no money to cover the position, and was forced to close the position. This paper will focus on whether the investment value of Gree Electric Appliances Inc.Of Zhuhai(000651) as one of the leaders of old household appliances has changed.
(China Fund News)
