On December 20, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) (002822, SZ) announced that it would jointly develop projects such as meta universe application and blockchain with Hongmeng times, and then ushered in two trading boards.
Familiar taste again! In the month of December, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) announced the layout of emerging industries three times with the help of the announcement of strategic cooperation. The first two were new energy and photovoltaic, this time meta universe. Opening on the 21st, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) rose by the limit, and closed at the limit on the same day. On December 22, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) rose again to 6.92 yuan, an increase of 10.02%.
In the morning of December 22, the Shenzhen stock exchange sent a letter of concern to Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) to pay attention to the company's previous announcements of suspected hot spots, and asked the company to explain the specific situation of the business.
In addition, for one of the partners, Shenzhen Hongmeng times Virtual Reality Technology Co., Ltd. (hereinafter referred to as Hongmeng times), several media reports interpreted the company's strategic cooperation agreement under the titles of "Huawei Hongmeng" and "Huawei detonated", Shenzhen stock exchange requires the company to explain whether Hongmeng times, the strategic partner, has an association or other relationship with Huawei.
The reporter of the daily economic news noted that only from the equity structure of Hongmeng era disclosed in the announcement, its shareholders are natural persons, with Wang Gang holding 80% and Li Wenqing holding 20%.
In addition, the reporter of the daily economic news noted that although Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) is mainly engaged in architectural decoration, the company is keen to pursue market hot spots. In recent years, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) has successively "accurately" announced its entry into blockchain, cloud computing and other businesses at the time of the hottest market related topics. Behind the dense layout Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) , do these businesses have synergy with the company's main architectural decoration business? Does the company have enough manpower, capital and resources to operate? What is the business contribution?
According to the semi annual report of Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) 2021, the composition of the company's operating revenue is 93.12% for building decoration industry and 6.88% for property management and services respectively. There is no business related to these hot topics. "The cooperation between the company and these companies (referring to the cooperative companies of new energy photovoltaic) is currently in the stage of preliminary demonstration and discussion, and its contribution to the company's future performance needs to be gradually realized in the future cooperation process." The Securities Department said in an interview with reporters on the 21st.
Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) join hands with Hongmeng era
joint development of meta cosmic applications and other projects
On December 20, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) announced that the company recently signed the strategic cooperation framework agreement with Shenzhen Zhongzhuang cloud Technology Co., Ltd., Shenzhen Mozhe Security Technology Co., Ltd. and Shenzhen Hongmeng times Virtual Reality Technology Co., Ltd. to jointly develop building intelligent big data information processing, AI visualization, meta universe application Integration and innovative application of intelligent construction system, building information model (BIM), Internet of things, blockchain and other technologies.
At present, the concept of "Yuan universe" is "at one point" in the capital market. It opened in the morning of the 22nd, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) unexpectedly gained a word limit to 6.92 yuan / share, which is the second consecutive limit.
In fact, the concept of "meta universe" continues to be hot, and its application in the home decoration industry has long been discussed. With 3D, VR, AI and other technologies, it may meet people's desire to have an ideal home in the virtual world. So, as a listed company mainly engaged in infrastructure construction services, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) is there real material for the layout of "meta universe"?
A closer look at the announcement shows that the cooperation methods and contents disclosed by Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) are: jointly hosting, assisting or participating in various forums, seminars, salons, promotion meetings, exhibitions and other forms of public activities, and reasonably sharing the activity costs. The specific sharing method will be determined through consultation; Party A and Party B shall designate cooperative institutions for Party C and Party D throughout the country. Party C and Party D have the right to supervise Party A's market operation, including product promotion, price system maintenance and customer coordination in the region (friendly negotiation and joint development of special customers in the region).
This makes people wonder: is the "meta universe" of the decoration industry a cooperative activity? The company did not elaborate on the technologies and resources contributed by all parties in this cooperation, the specific concepts of the so-called "building intelligent big data information processing" and "building information model (BIM)", the contents and types of joint activities, the timetable of cooperation, etc.
As for the cooperation goal, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) is only vaguely and generally expressed as "helping all parties further improve the richness of products and services, optimize customer service scenarios and service levels, expand customer platform resource reserves, enhance brand awareness, realize future market expansion strategies, and create greater business value for all parties".
For specific cooperation details, the reporter of the daily economic news interviewed Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) by email on December 21, The Securities Department of the company replied: "in this cooperation, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) will combine the advantages of its own BIM design and the achievements of assembly solutions, apply virtual reality VR, augmented reality AR and other technologies to the architectural decoration industry, and promote the design visual expression revolution. All these applications need Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) Zhongzhuang cloud technology, a wholly-owned subsidiary, provides basic services and cloud services for big data centers. "
frequently catch up with hot topics
In recent years, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) has enjoyed chasing the hot spots in the market.
The first is "blockchain". In August 2019, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) disclosed that the company and Shanghai Daige Information Technology Co., Ltd. jointly established a blockchain financial platform, and then announced a capital increase of 30 million yuan.
In December 2019, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) also signed a strategic cooperation framework agreement with Hengyu Group Holdings Co., Ltd. to jointly invest in the establishment of a joint venture in Macao, which is committed to the R & D and application of new technologies such as architectural decoration business, application blockchain, Internet of things and smart family in the architectural decoration industry.
On February 6, 2020, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) continued to "overweight" the blockchain, saying that it planned to increase the capital of Anxin Group Co., Ltd. by 54 million yuan to obtain 30% equity of the company for the extension of the company's blockchain project.
The second is "cloud computing". In February 2020, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) announced that it planned to set up a wholly-owned subsidiary "Shenzhen Zhongzhuang Cloud Computing Technology Co., Ltd." with its own capital of 100 million yuan. Its business scope includes cloud platform services, cloud software services, cloud infrastructure services, big data services, etc.
The third is "new energy". On December 1 and December 6 not long ago, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) successively issued two announcements of signing strategic cooperation agreements, jointly expanding photovoltaic curtain wall and roof photovoltaic power generation projects in China with Zhongshan Ruike new energy Co., Ltd., and cooperating with Shenzhen Rungao Intelligent Industry Co., Ltd. and China Resources intelligent energy source Co., Ltd. in the whole county photovoltaic, roof photovoltaic, industrial park photovoltaic Cooperation on projects such as the reconstruction of old residential areas.
has been asked and warned, Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) has not contributed
For industries with numerous outlets, the "transformation" pace of Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) seems to be in a hurry, and it is even questioned by the outside world to use hot spots to hype stock prices.
From the perspective of the type of announcement, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) 's "practice" is to sign a strategic cooperation agreement, but it is basically a conceptual expression in terms of cooperation content and cooperation objectives, and "sparing ink like gold" for the specific business development path, resource reserve and feasibility analysis.
In February 2020, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) received an inquiry letter from Shenzhen Stock Exchange and was asked to explain whether the company's investment in cloud computing and blockchain business has corresponding business foundation and feasibility in combination with the current research and application stage of cloud computing and blockchain technology, competition in the same industry and the company's personnel, capital and technology patent reserves in related businesses, Whether it has core competitiveness and sufficient risk prompt. At the same time, the Shenzhen Stock Exchange also requires Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) to check whether there is speculation in stock prices using concepts such as cloud computing and blockchain, and whether there is cooperation with shareholders to reduce their holdings.
What's more, in order to cater to the hot spots, previously Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) did not hesitate to make false disclosure, and therefore received a warning letter from Shenzhen Securities Regulatory Bureau. Shenzhen Securities Regulatory Bureau found that on November 1, 2019, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) on the interactive platform of Shenzhen Stock Exchange, the investor replied that "recently, it was learned that the digital currency working group of the central bank met with Fang Yushu, the head of Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) blockchain and CEO of Shanghai Daige Information Technology Co., Ltd., and conducted in-depth communication on the R & D, access and testing of digital currency in the field of architectural decoration. Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) And Daige information may participate in the question of "the first batch of chain data of digital currency of the central bank", and confirm that the above information is true. That night, the people's Bank of China issued rumor refutation information through Shanghai Securities News and China Securities News to clarify the above rumors. Shenzhen securities regulatory bureau pointed out that the information disclosure of Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) was untrue and inaccurate, in violation of the provisions of the letter phi, and decided to take administrative regulatory measures to issue a warning letter to Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) .
So, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) has there been any actual progress in emerging industries that have been frequently laid out in recent years? In the 2021 semi annual report, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) mentioned that in 2020, the company obtained 60% equity of Guangdong Shunde kuanyuan Electronic Technology Co., Ltd., so as to layout the new infrastructure field of IDC. At present, the project is in the construction stage; In terms of blockchain, the Zhongzhuang smart chain platform independently developed by the company is the first blockchain technology service platform enabling the development of the industry in the architectural decoration industry. It uses blockchain technology to solve the cash flow pain points of the industry and help upstream suppliers obtain bank financing through the platform.
In the field of new energy, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) said in the latest investor exchange activity (September 21, 2021) that the company has carried out photovoltaic new energy business since 2011, and the company has successively completed several photovoltaic new energy projects in the past decade. This year, the new energy projects disclosed by the company include Henan Xuchang 50MW wind power project, with a contract amount of 416 million yuan.
However, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) emerging industries with frequent layout have not contributed much operating revenue. In the semi annual report of 2021, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) operating revenue consists of 93.12% of building decoration industry and 6.88% of property management and services respectively. They are the company's traditional main businesses. There are no hot topics such as blockchain and cloud computing, even new energy, which has been laid out for ten years.
"In terms of new energy photovoltaic, the company already has a project team of new energy subsidiaries to carry out various work in an orderly manner. At present, the amount of manpower and capital investment involved is within the company's control. The company's cooperation with these companies (referring to the above-mentioned new energy photovoltaic cooperation companies) At present, it is in the stage of preliminary demonstration and discussion of cooperation, and its contribution to the future performance of the company needs to be gradually realized in the future cooperation process. " The Securities Department told reporters.
(Daily Economic News)
