Yunnan Xiyi Industrial Co.Ltd(002265) the daily limit is up again today!
Since the resumption of trading on December 6, Yunnan Xiyi Industrial Co.Ltd(002265) has been a word limit board in each trading day. At present, 13 consecutive boards have been harvested, with a cumulative increase of 245.55%. Yunnan Xiyi Industrial Co.Ltd(002265) therefore became the second largest Bull Stock of A-Shares in December, and the first bull stock was San Yang Ma (Chongqing) Logistics Co.Ltd(001317) .
In the third quarter of this year, Niu San and Du Zhichao spent 98.8388 million yuan to copy the bottom Yunnan Xiyi Industrial Co.Ltd(002265) and bought 13178500 shares at one fell swoop, ranking the third largest shareholder at the end of the third quarter. After that, they only slightly reduced their holdings of 561900 shares. Estimated at today’s closing price, Du Zhichao’s book floating profit is about 280 million yuan.
Yunnan Xiyi Industrial Co.Ltd(002265) previously announced that it planned to purchase 100% equity of construction industry held by it by issuing shares and paying cash to ordnance equipment group.
involves military concepts
Yunnan Xiyi Industrial Co.Ltd(002265) the reason why the stock price is bullish is that it is stained with the “military concept”.
Yunnan Xiyi Industrial Co.Ltd(002265) at present, it is mainly engaged in the R & D and production of automobile engine connecting rods, other industrial products and other products. Over the years, it has been fixed-point supporting for more than ten main engine plants such as Chang’an, Wuling, SAIC, FAW and great wall, and exported to the United States and Japan.
However, the Yunnan Xiyi Industrial Co.Ltd(002265) performance has been poor in recent years. From 2018 to 2020, the total operating revenue of the company was 766.8 million yuan, 746.8 million yuan and 639.1 million yuan respectively, and the net profit was – 68.39 million yuan, 7.048 million yuan and – 58.77 million yuan respectively.
Yunnan Xiyi Industrial Co.Ltd(002265) it was announced at noon on November 22 that the company plans to purchase 100% equity of Chongqing construction industry (Group) Co., Ltd. held by ordnance equipment group by issuing shares and paying cash consideration, and issue shares to raise supporting funds. The construction industry undertakes military production business within the scope approved by the Commission of science, technology and industry for national defense, mainly producing and selling automobile and motorcycle parts (excluding engines), selling instruments and meters, electrical machinery and equipment, air conditioners, etc.
The announcement shows that by the end of the third quarter of this year, the total assets of the construction industry were 5.595 billion yuan, the total liabilities were 3.556 billion yuan and the owner’s equity was 2.039 billion yuan.
niusan precision lurking
According to the shareholding of the top ten shareholders, Niu San and Du Zhichao ranked the third largest shareholder with a shareholding of 12.6166 million shares.
Combing the company’s announcement, it can be found that in the third quarter of this year, Du Zhichao appeared in the list of Yunnan Xiyi Industrial Co.Ltd(002265) top ten shareholders, buying 13178500 shares on a large scale, with a shareholding ratio of 4.14%, ranking the third largest shareholder at the end of the third quarter, second only to Southern Industrial Asset Management Co., Ltd. and ordnance equipment group.
According to the average stock price of 7.5 yuan / share in the third quarter, Du Zhichao spent a total of 98.8388 million yuan. Then, before the suspension, he slightly reduced his holdings of 561900 shares.
According to the closing price of 28.75 yuan / share on Yunnan Xiyi Industrial Co.Ltd(002265) on December 22 (ignoring its slight reduction of 561900 shares), Du Zhichao’s book floating profit is about 280 million yuan.
prompt the risk of stock price falling
Since the resumption of trading, Yunnan Xiyi Industrial Co.Ltd(002265) 5 has appeared on the dragon and tiger list.
In the process of rising stock prices, Yunnan Xiyi Industrial Co.Ltd(002265) issued five announcements of abnormal fluctuations in stock trading. In the latest announcement on the evening of December 21, the company suggested for the first time that there was a risk of stock price decline. According to the plan for Yunnan Xiyi Industrial Co.Ltd(002265) issuing shares and paying cash to purchase assets and raising supporting funds and related party transactions disclosed on Yunnan Xiyi Industrial Co.Ltd(002265) December 4, the issuance price of this issuance of shares to purchase assets is 6.77 yuan / share. As of December 21, the closing price of the company was 26.14 yuan / share, which was significantly higher than the issuance price of the assets to be purchased.
In addition, the company said that the audit, evaluation and due diligence of assets involved in this transaction have not been completed, the core terms such as transaction consideration have not been finalized, and there is a risk of approval uncertainty.
(China Securities Journal)
