The opinions on strengthening the aging work in the new era were released, and the valuation of 11 pension concept stocks was less than 10 times.
Anhui Xinli Finance Co.Ltd(600318) mysterious trading limit before suspension
Yesterday, Anhui Xinli Finance Co.Ltd(600318) announced that the company plans to buy 75.62% equity of Shenzhen BIC Power Battery Co., Ltd., raise supporting funds, and purchase the equity of companies mainly engaged in financial businesses such as financing guarantee, microfinance, pawn and financial leasing from listed companies. Before the announcement, the company has been suspended for 10 trading days and will resume trading today.
It is understood that BIC power is one of the leading lithium battery enterprises. Its predecessor is BIC Electronics (Shenzhen) Co., Ltd., which was established in 2005. It is mainly engaged in power battery business. Its products mainly include new energy vehicle batteries, consumer electronics batteries, etc. At present, the cumulative installed capacity of new energy vehicles with power batteries exceeds 200000, mainly producing cylindrical power batteries for new energy vehicles.
There are 23 shareholders in total. A-share companies such as Wuhu Token Sciences Co.Ltd(300088) , Jiangsu Zhongli Group Co.Ltd(002309) are the top five shareholders, and Shenzhen Venture Capital is also listed. Yesterday, Wuhu Token Sciences Co.Ltd(300088) also announced that it planned to irrevocably entrust the voting rights corresponding to all the shares of Anhui Xinli Finance Co.Ltd(600318) held by the company through this exchange to Xinli group.
Before the announcement of the plan for the acquisition of BIC power, Anhui Xinli Finance Co.Ltd(600318) did not perform well in recent years. According to the past financial report data, the company’s performance has declined continuously since 2019, and there has been a loss in the 2020 annual report. The net profit attributable to the parent company in the first three quarters of this year was only 9 million yuan, a year-on-year decrease of 69.51%, and the stock price has also fallen continuously, with the largest decline of 37.68% since the highest price in the year.
It is worth noting that the stock price trend has changed before the suspension of the company’s planning for major asset restructuring. the company’s share price has continued to rise since the end of October. The day before the suspension, the company’s share price opened low and went high, closing the board with the limit. The cumulative rise in the two weeks before the suspension was about 35%, close to recovering all the decline of the stock this year.
The stock price rose frequently in advance of the suspension and reorganization this month. On the trading day before Anhui Xinli Finance Co.Ltd(600318) suspension, Zhejiang Dun’An Artificial Environment Co.Ltd(002011) announced the change of planning control and suspended the trading. The trading limit rose abruptly for two consecutive days before the suspension announcement. After the resumption of trading, the stock price of the company rose continuously, with a cumulative increase of 29.72% in six trading days.
before the suspension and reorganization, 10 billion private placement increased its position accurately
According to the shareholder information of the trading day before the restructuring suspension disclosed by Anhui Xinli Finance Co.Ltd(600318) yesterday, compared with the third quarter report, two private equity funds under (hereinafter referred to as “Shanghai Tongyi”) have newly entered the top ten circulating shareholders, holding nearly 6 million shares in total, with a market value of more than 50 million yuan, Previously, the two private equity funds have never appeared in the list of Anhui Xinli Finance Co.Ltd(600318) shareholders, and such accurate stepping on the spot is admirable.
Shanghai Tongyi was founded in 2015. In October last year, according to the statistics of private placement network, Shanghai Tongyi boarded the list of 10 billion private placements , becoming one of the 60 10 billion private placements in the whole market. However, Shanghai Tongyi is familiar with the market because of its continuous “stepping on thunder”. In the third quarter of last year, a number of new stocks of the agency successively showed vigorous “plummeting” and “flash collapse”. The stock price halving has become the norm and has been ridiculed as A-share “death squads”.
The most famous example is stepping on thunder Guangzhou Longqi . Shanghai Tongyi entered the market in the third quarter of last year and increased its position to the third largest circulating shareholder in the fourth quarter, holding more than 16 million shares. Then in the first quarter of this year, Guangzhou Longqi had a “washing powder running” event that shocked the capital market. In addition, stepping on Lei Guangzhou Haozhi Industrial Co.Ltd(300503) . At the end of the third quarter of last year, its three funds became new shareholders. There was a flash collapse in Guangzhou Haozhi Industrial Co.Ltd(300503) December, with a decline of more than 40% in just one week. Many stocks held by Shanghai Tongyi, such as Beijing Kaiwen Education Technology Co.Ltd(002659) , Raisecom Technology Co.Ltd(603803) , have fallen sharply, and the asset scale has shrunk rapidly. From the above investment, Shanghai Tongyi is keen to invest in small and medium-sized stocks.
opinions on strengthening aging work in the new era
Yesterday, the opinions of the CPC Central Committee and the State Council on strengthening the aging work in the new era was released. The opinions pointed out that we should improve the elderly care service system, improve the health support system for the elderly, promote the social participation of the elderly, strive to build an elderly friendly society, and actively cultivate the silver economy.
The opinions calls for improving the health service and management level of the elderly, actively giving play to the role of grass-roots medical and health institutions in providing high-quality traditional Chinese medicine services for the elderly, and by 2025, the proportion of geriatrics departments in class II and above general hospitals will reach more than 60%. Strengthen the construction of elderly hospitals, rehabilitation hospitals, nursing homes (centers and stations) and special care hospitals, and establish a two-way referral mechanism for medical treatment, rehabilitation and nursing.
The opinions proposes to strengthen the construction of facilities for the elderly and accelerate the realization of nursing beds in elderly care institutions and universities (schools) for the elderly. By 2025, a number of elderly care service facilities will be built in the old urban areas and built residential areas in combination with the transformation of old urban communities and the action to make up for weaknesses in residential area construction, and the “quarter hour” home-based elderly care service circle will be gradually improved.
According to the latest China Statistical Yearbook 2021 released by the National Bureau of statistics, by the end of last year, China had 190 million elderly people over the age of 65. The number of elderly people reached a record high, accounting for 13.5% of the total social population, and the proportion also reached a record high. China’s elderly population has exceeded 100 million since 2005. In just 15 years, the number of elderly population has nearly doubled. China is facing an aging society.
The future development space of the pension industry is huge. According to the data released by the Ministry of industry and information technology, the market scale of China’s pension industry is expected to exceed 20 trillion yuan in 2030. According to the guidance on promoting the development of the elderly products industry jointly issued by the Ministry of industry and information technology and other relevant ministries and commissions at the end of 2019, the total scale of China’s elderly products industry will exceed 5 trillion yuan in 2025.
According to the statistics of securities times · databao, there are 54 stocks in the A-share market that layout the pension industry. In terms of performance, the net profit attributable to the parent of seven pension concept stocks more than doubled in the first three quarters, Chongqing Taiji Industry (Group) Co.Ltd(600129) had the highest increase of 1425.54%. The company realized a net profit attributable to the parent of 248 million yuan in the first three quarters, mainly engaged in the production and sales of Chinese and Western patent medicines. Other growth rates were Shenzhen Worldunion Group Incorporated(002285) , Chongqing Zhifei Biological Products Co.Ltd(300122) , etc.
Some pension concept stocks have low valuations. According to data treasure statistics, the latest rolling P / E ratio of 11 stocks is less than 10 times, Intco Medical Technology Co.Ltd(300677) has the lowest latest valuation, which is 3.13 times. Other stocks with low valuations include China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Shanghai Pharmaceuticals Holding Co.Ltd(601607) , New China Life Insurance Company Ltd(601336) . Among the pension concept stocks, real estate, insurance, banking and other stocks have low valuations, involving pension insurance, pension finance, pension residential area construction and other fields respectively.
Issued by the Central Government: study and formulate housing and other support policies to encourage children to live nearby or live together with their parents
The pension industry has ushered in the strongest outlet, and listed companies have made in-depth layout
(data treasure)
