The epidemic situation in Xi’an continues to ferment. At present, sealing and control measures have been officially launched to seal and control 160000 people in the city. Listed companies in Xi’an also issued announcements one after another to disclose the impact of the epidemic on the company.
From December 22 to 23, Longi Green Energy Technology Co.Ltd(601012) (601012. SH), Xi’An Catering Co.Ltd(000721) (000721. SZ), Xi’An Manareco New Materials Co.Ltd(688550) (688550. SH), Kaili Catalyst & New Materials Co.Ltd(688269) (688269. SH), Western Superconducting Technologies Co.Ltd(688122) (688122. SH), Xi’An Bright Laser Technologies Co.Ltd(688333) (688333. SH), Xi’An Tourism Co.Ltd(000610) (000610. SZ) and Byd Company Limited(002594) (002594. SZ) issued announcements or made relevant responses affected by the epidemic.
According to the data reported by Shaanxi Provincial Health Commission on the 22nd, from December 9 to December 21, 149 local confirmed cases (143 in Xi’an, 3 in Yan’an and 3 in Xianyang) have been reported in the province. With 91 new cases from 22 to 23:00 on the 23rd, the total number of confirmed cases in Xi’an reached 240.
On December 22, Xi’an, Shaanxi Province held a press conference on epidemic prevention and control. According to the relevant person in charge, the local epidemic in Xi’an was caused by delta mutant strain by gene sequencing. According to experts’ research and judgment, there is covert transmission in Xi’an, there has been a certain scale of community transmission, and there have been spillover cases, and the epidemic has entered the peak of case reporting.
At the above press conference, Xi’an announced that it would implement the upgrading management of epidemic prevention and control, comprehensively strengthen control measures, and implement measures including closed management in communities (villages) and units in the city. These measures will be implemented at 0:00 on December 23, 2021, and the lifting time will be notified separately. In addition to the needs of epidemic prevention and people’s livelihood, non essential places shall be temporarily closed.
In addition, the Western Airport Group reported on December 23 that all Chinese flights at Xi’an Xianyang International Airport have been cancelled.
At present, Xi’An Tourism Co.Ltd(000610) said that the epidemic would have a great impact on the company’s operation, Byd Company Limited(002594) , Xi’An Manareco New Materials Co.Ltd(688550) , Western Superconducting Technologies Co.Ltd(688122) , Xi’An Bright Laser Technologies Co.Ltd(688333) and other A-share listed companies said that the impact of the epidemic was small, Longi Green Energy Technology Co.Ltd(601012) said that it was not affected by the epidemic, and Kaili Catalyst & New Materials Co.Ltd(688269) said that the relevant impact could not be judged.
Xi’An Tourism Co.Ltd(000610) operation may be greatly affected
Xi’An Tourism Co.Ltd(000610) people close to the company told the media that the current situation is expected to greatly affect the company’s operation, and the company will strictly implement the relevant epidemic prevention regulations of Xi’an.
Xi’An Tourism Co.Ltd(000610) is the first listed tourism company in Northwest China. Its main business includes travel agencies, hotels and commerce. In recent years, Xi’An Tourism Co.Ltd(000610) performance has struggled on the edge of loss. From 2018 to 2020, the company achieved revenue of 886 million yuan, 864 million yuan and 299 million yuan respectively; The net profits attributable to the shareholders of the listed company were 96 million yuan, – 30 million yuan and 38 million yuan respectively.
In the first three quarters of this year, Xi’An Tourism Co.Ltd(000610) achieved a revenue of 422 million yuan, a year-on-year increase of 130.82%; The net loss was 34 million yuan, a year-on-year decrease of 138.26%. The reason for the beginning of performance is mainly due to the impact of the rebound of the epidemic, which has a great impact on the business of the company’s travel agencies and hotels.
Since last year, Xi’An Tourism Co.Ltd(000610) has suffered performance losses for nearly two consecutive years. Facing the grading crisis, Xi’An Tourism Co.Ltd(000610) is trying to achieve performance profit by selling assets. According to the announcement on December 10, the company planned to publicly transfer the assets of the original headquarters office on November 20, 2020, with the assessed value of 18 million yuan as the base price for public listing and trading. The delivery and relevant procedures of the above transactions have been completed, and the company has recorded 22 million yuan (final transaction price).
Byd Company Limited(002594) , Western Superconducting Technologies Co.Ltd(688122) : the epidemic has an impact on the company
Xi’An Catering Co.Ltd(000721) announced that all catering (hotel) stores will suspend business from December 23. The epidemic is expected to have a certain impact on the company’s operating performance. The time for the subsequent resumption of normal business of the company’s stores shall be determined according to the epidemic situation and relevant regulations on epidemic prevention and control in Xi’an.
At present, Xi’An Catering Co.Ltd(000721) has more than a dozen time-honored brands, including Xi’an restaurant, Xi’an roast duck restaurant, East Asia Hotel, DeFaChang, Taoli village and so on. In previous years, Xi’An Catering Co.Ltd(000721) performance struggled on the edge of loss.
In the first three quarters of this year, Xi’An Catering Co.Ltd(000721) achieved a revenue of 384 million yuan, a year-on-year increase of 59.83%; The net loss was 101 million yuan, a year-on-year decrease of 23.02%.
Byd Company Limited(002594) in an interview with the media, he said that the epidemic had some impact on the production of Xi’an Park and was actively coordinating and responding.
In 2003, Byd Company Limited(002594) obtained the vehicle production license through the acquisition of Qinchuan automobile factory in Xi’an, Byd Company Limited(002594) officially settled in Xi’an high tech Zone, and then successively arranged the whole industrial chain businesses such as passenger cars, commercial vehicles, electronics, automotive finance, rail transit and power batteries in Xi’an. In November, Xi’an Byd Company Limited(002594) produced 55000 complete vehicles. On December 5, the signing ceremony of Byd Company Limited(002594) new energy auto parts project with a total investment of 15 billion yuan and the commencement ceremony of the industrial park were held in Xi’an. The above project is a production plant of core parts of new energy vehicles and a high-speed test track supporting Byd Company Limited(002594) Xi’an R & D center.
In the first three quarters of this year, Byd Company Limited(002594) achieved a year-on-year increase of 38.25% to 145.192 billion yuan; The net profit attributable to the shareholders of the listed company decreased by 28.43% year-on-year to 2.443 billion yuan.
Western Superconducting Technologies Co.Ltd(688122) said in an interview with the media that the current epidemic situation is expected to have a limited impact on the company’s operation. At present, the company’s superconducting line business is running normally, and the titanium alloy and superalloy business is shut down for equipment maintenance. Once the epidemic situation is reversed, it will start.
As one of the first batch of listed enterprises of the scientific innovation board, Western Superconducting Technologies Co.Ltd(688122) is also the only commercial manufacturer of low-temperature superconducting wire rod in China. The company mainly focuses on the R & D, production and sales of high-end titanium alloy materials, superconducting products and high-performance superalloy materials. The main products are used in the fields of national defense, military industry and new energy. Most of the company’s main customers are state-owned enterprises.
In the first three quarters of this year, Western Superconducting Technologies Co.Ltd(688122) achieved a year-on-year increase of 37.7% to 2.091 billion yuan; The net profit attributable to the shareholders of the listed company increased by 97.86% year-on-year to 538 million yuan.
Xi’An Bright Laser Technologies Co.Ltd(688333) said in an interview with the media that the current epidemic has little impact on the company. The second-line employees of the company work at home and are expected to be affected when they travel, but the production line will not be shut down and normal production.
Xi’An Bright Laser Technologies Co.Ltd(688333) is the first batch of listed enterprises on the science and innovation board. The company is a high-tech enterprise focusing on industrial metal additive manufacturing (3D printing), providing customers with a complete set of solutions for metal additive manufacturing and remanufacturing technology.
In the first three quarters of this year, Xi’An Bright Laser Technologies Co.Ltd(688333) achieved a revenue of 239 million yuan, a year-on-year increase of 80.86%; The current loss was 120 million yuan.
On December 23, Xi’An Manareco New Materials Co.Ltd(688550) said on the interactive platform that all plant areas of the company strictly abide by the local epidemic prevention regulations and do a good job in epidemic prevention and control. The production and operation of all plant areas of the company are normal, and the Xi’an covid-19 epidemic has little impact on the company’s office.
Xi’An Manareco New Materials Co.Ltd(688550) landed on the science and Innovation Board on September 2, 2020. At present, its business mainly includes display materials, pharmaceutical cdmo and electronic chemicals. In November this year, the company plans to invest no more than 100 million yuan in the lithium battery electrolyte business.
In the first three quarters of this year, Xi’An Manareco New Materials Co.Ltd(688550) achieved a revenue of 1.133 billion yuan, a year-on-year increase of 55.82%; The net profit attributable to the shareholders of the listed company was 168 million yuan, a year-on-year increase of 36.38%; The deduction of non net profit attributable to shareholders of listed companies was 152 million yuan, a year-on-year increase of 33.92%.
Longi Green Energy Technology Co.Ltd(601012) : the production of factories in Xi’an is not affected
Longi Green Energy Technology Co.Ltd(601012) on December 23, the investor interaction platform said that at present, the production of the company’s factories in Xi’an is not affected. Various killing and epidemic prevention work has been improved according to the requirements of the local government, and the production line workers have realized point-to-point closed management.
Since November, PV leader Longi Green Energy Technology Co.Ltd(601012) has lowered the selling price of silicon wafers twice in a row, with year-on-year decreases of 7.2% to 9.8% and 5.5% to 5.7% respectively. According to previous reports of interface news, many senior people in the industry believe that the above actions are actually the beginning of the price reduction tide of the photovoltaic industry chain.
In the first three quarters of this year, the company achieved a revenue of 56.206 billion yuan, a year-on-year increase of 54.17%; The net profit attributable to the shareholders of the listed company was 7.556 billion yuan, a year-on-year increase of 18.87%.
Kaili Catalyst & New Materials Co.Ltd(688269) people close to the company told the media that it is difficult to judge the impact of the epidemic on the company. At present, the company still signs bills. Under the influence of the normalization of the epidemic, the next trend depends on the arrangement and notice of the government.
Kaili Catalyst & New Materials Co.Ltd(688269) landed on the science and innovation board in June this year. It is a leading supplier of precious metal catalysts in China’s fine chemical industry. Its products and services are widely used in medicine, pesticides, dyes and pigments, new energy, electronics and other industries.
In the last three years, Kaili Catalyst & New Materials Co.Ltd(688269) revenue has maintained rapid growth. From 2018 to 2020, the company’s operating revenue increased from 610 million yuan to 1052 million yuan, with a compound growth rate of 31.33%; The net profit increased from 43.1778 million yuan to 105.3235 million yuan, with a compound growth rate of 56.18%.
In the first three quarters of this year, Kaili Catalyst & New Materials Co.Ltd(688269) realized a year-on-year increase of 62.32% to 1.223 billion yuan; The net profit attributable to the shareholders of the listed company increased by 66.46% year-on-year to 126 million yuan.
(interface News)
