As of today’s close, the Shanghai index rose 0.32%, the Shenzhen Composite Index rose 0.32% and the gem index rose 0.89%.
On the disk, the safe haven sector opened stronger, and oil and gas exploitation, ports and other sectors rose. Covid-19 detection and other pharmaceutical stocks strengthened in the session. The intraday strength of lithium battery led to the rebound of track stocks. In terms of decline, the recently active theme sector continued to ebb, and nearly 20 stocks fell by the limit.
swift ban promotes the rise of digital currency concept against the trend
The conflict between Russia and Ukraine continues to ferment and spread in the financial market. Today, the concept of digital currency bucked the trend, and the sector index rose by more than 5% at one time. The limit of Beijing Infosec Technologies Co.Ltd(688201) , Shenzhen Forms Syntron Information Co.Ltd(300468) 20% and Rendong Holdings Co.Ltd(002647) , Hyunion Holding Co.Ltd(002537) also rose strongly.
On the news side, last weekend, the United States, the European Union, the United Kingdom and Canada issued a joint statement announcing that some Russian banks would be excluded from the global Interbank Financial Communication Association (Swift) payment system. Foreign media said that this is the most severe sanctions and economic restrictions taken by the West against Russia since the conflict between Russia and Ukraine. The swift ban may affect about 70% of Russian banks.
Swift was founded in 1973 and holds most of the world’s cross-border monetary payments. Swift is a standardized system for transmitting information between banks. It itself is a politically neutral international organization, but in recent years, it has increasingly become the core system for the United States to implement foreign financial sanctions. In 2012, the United States and Europe upgraded financial sanctions against Iran and excluded four important Iranian banks from swift. In 2017, under the leadership of the United States, the swift system completely cut off links with North Korea.
However, the sanctions measures of the United States and the European Union rely heavily on banks. If the sanctioned enterprises or individuals conduct transactions denominated in traditional currencies such as US dollars or euros, the banks have the responsibility to mark and prevent these transactions. However, the explosive growth of digital currencies has enabled sanctioned entities to bypass the global banking system and complete transactions without the sight of banking regulators. “Russia can use cryptocurrency to evade and respond to this sanctions,” said Caroline Malcolm, head of international policy at blockchain analysis firm chainalysis
In fact, as early as last October, the US Treasury Department warned in a report that “digital assets such as cryptocurrencies may widely undermine the effectiveness of US sanctions. These technologies provide opportunities to hold and transfer funds outside the financial system, and they also enable our opponents to establish new financial and payment systems to weaken the global role of the US dollar.”
In addition, the port and shipping sector also strengthened against the trend today, Ningbo Marine Company Limited(600798) , Jinzhou Port Co.Ltd(600190) and Jiangsu Lianyungang Port Co.Ltd(601008) also opened with the daily limit for a time, Cosco Shipping Holdings Co.Ltd(601919) , Antong Holdings Co.Ltd(600179) , 60017 , etc.
According to a statement issued by the International Chamber of shipping (ICS), 10.5% of the world’s 1.89 million seafarers are Russians and the other 4% are Ukrainians. Ukraine has entered a state of war, and Ukrainian male citizens aged 18 to 60 will be prohibited from leaving Ukraine. ICs said that as 90% of Global trade is transported by ship, the supply chain may be interrupted. If no action is taken to increase the number of seafarers, there will be a shortage of merchant shipping crew, which will increase the risk of the global supply chain. The conflict between Russia and Ukraine also makes it difficult for oil tankers to dock at some ports in the Baltic Sea, and the freight rate of oil tankers in the Baltic Sea may soar to the highest level since 2008.
Han’s CNC broke the market
Han’S Laser Technology Industry Group Co.Ltd(002008) subsidiary Han’s CNC was successfully listed on the gem today. However, Han’s CNC only opened at the issue price of 76.56 yuan, and then plunged in a straight line. It fell 15% in 6 minutes and closed down 13.58% to close at 66.16 yuan. This is the first new share listed and broken since the year of the tiger. If calculated at the midday closing price, the investors who win each contract lose nearly 4600 yuan.
Han’s CNC issued a P / E ratio of 108.4 times, while the average static P / E ratio of “C35 special equipment manufacturing industry” released by China Securities Index in the last month was only 38.88 times. Han’s CNC is the second highest issued share on the gem during the year, second only to Sanyuan biology. Previously, the announcement of the issuance results released by Han’s CNC showed that the amount of online investors’ abandonment was 375463 million yuan.
The prospectus shows that Han’S Laser Technology Industry Group Co.Ltd(002008) directly held 94.145% of the shares of the company before the issuance and was the controlling shareholder of the company. Gao Yunfeng directly holds Han’S Laser Technology Industry Group Co.Ltd(002008) 9.03% of the shares, indirectly controls Han’S Laser Technology Industry Group Co.Ltd(002008) 15.17% of the shares through Han nationality holding, and controls 24.20% of the shares of Han’S Laser Technology Industry Group Co.Ltd(002008) in total. He is the actual controller of Han’S Laser Technology Industry Group Co.Ltd(002008) company.
While Han’s CNC went public today, Han’S Laser Technology Industry Group Co.Ltd(002008) announced the performance express for 2021, achieving a revenue of 16.317 billion yuan, a year-on-year increase of 36.63%, and a net profit of 2.002 billion yuan, a year-on-year increase of 104.47%, creating the best level in history Han’S Laser Technology Industry Group Co.Ltd(002008) said that in 2021, the company’s main businesses were carried out in an orderly manner, the demand for equipment in downstream consumer electronics, high-power laser processing and other fields was strong, and the product orders maintained a stable growth compared with the previous year. Through deepening the reform, the company implemented the development strategy of “leading basic device technology and deep cultivation and application of industrial equipment”, and continued to increase the R & D and investment of industrial special equipment business. The orders and shipments of PCB industry special equipment, new energy power battery industry special equipment, miniled special equipment, LED packaging equipment and other business increased significantly compared with the previous year. In early trading, Han’S Laser Technology Industry Group Co.Ltd(002008) bucked the trend and rose slightly.
Han’S Laser Technology Industry Group Co.Ltd(002008) has made frequent moves in the capital market recently. Just after Han’s CNC completed the payment, within less than a week, Han’S Laser Technology Industry Group Co.Ltd(002008) issued the announcement on capital increase and related party transactions of holding subsidiaries, which involved Han’s optoelectronics. According to the announcement and tianyancha data, Han optoelectronics, founded in 2007, is a semiconductor automatic packaging technology service provider, integrating the R & D, production and sales of semiconductor packaging equipment. Its products “Hans” series include test sorter, high-speed semiconductor loading machine, high-speed plane crystal fixing machine, etc.
The pricing of this capital increase is determined according to the pre investment valuation of 1 billion yuan of Han’s optoelectronics, the share price is about 9.86 yuan / share, and the total amount of capital increase is about 282 million yuan. Among them, 141 million yuan is mainly from Han’S Laser Technology Industry Group Co.Ltd(002008) ESOP platform and Han’s optoelectronics ESOP platform. In addition, unlike previous Han’s CNC, Han’s optoelectronics also introduced external investors while increasing its capital. Tianyancha shows that all the financing of Han nationality CNC before IPO comes from within the Han nationality system, while Han nationality optoelectronics has introduced external players such as farsighted and China securities investment this time, and the total investment amount of these external investors is also 141 million yuan.
According to the announcement, Han’s optoelectronics may plan to complete its listing with 2026 as the node. The announcement disclosed that if Han’s optoelectronics fails to achieve qualified listing before December 31, 2026, investors and other capital increasing parties have the right to require Han’S Laser Technology Industry Group Co.Ltd(002008) repurchase all or part of the shares of Han’s optoelectronics held by investors, and the repurchase amount is the principal of the investment payment.
