The speculation in the concept stocks of East digital and West digital has attracted regulatory attention.
From February 18 to February 28, some concept stocks of "counting from the east to the west" continued to be hyped, and Beijing Zznode Technologies Co.Ltd(003007) , Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) became the "leader", both of which recorded seven consecutive boards, with a cumulative increase of 95%.
However, the performance of the above two listed companies is average. Beijing Zznode Technologies Co.Ltd(003007) expects a net profit loss of 58 million yuan to 78 million yuan in 2021. However, due to the hot spot of "counting East and counting West", the stock price soared and the signs of capital speculation were obvious.
This phenomenon has also attracted regulatory attention. On February 28, Shenzhen Stock Exchange issued a letter of concern to Beijing Zznode Technologies Co.Ltd(003007) asking Beijing Zznode Technologies Co.Ltd(003007) to confirm whether there is any undisclosed material information, and to check whether the controlling shareholders, actual controllers, directors, supervisors and their immediate relatives of the company have bought and sold the company's shares and whether they are suspected of insider trading.
seven link board Beijing Zznode Technologies Co.Ltd(003007) attention letter received: check whether it is suspected of insider trading
On February 28, Beijing Zznode Technologies Co.Ltd(003007) opened close to the daily limit. Then the share price rose sharply and closed the daily limit. The share price reached a new high since listing, with a full day turnover of nearly 800 million yuan, a turnover rate of 58.61% and an amplitude of 19.8%. Since February 18, Beijing Zznode Technologies Co.Ltd(003007) has raised the limit for seven consecutive trading days, with an increase of 95%.
on 28, the Shenzhen Stock Exchange issued a letter of concern to Beijing Zznode Technologies Co.Ltd(003007) asking to confirm whether there is any material information that should be disclosed but not disclosed, and check whether there is any situation suspected of insider trading
Shenzhen stock exchange requires the company to confirm whether there is any major information that should be disclosed but not disclosed, whether there is any major change in the company's fundamentals, and give sufficient risk tips on the abnormal fluctuation of the company's share price in combination with the main risks faced by the company's production and operation in the near future, stock price trend and valuation changes.
According to the relevant regulations of Shenzhen Stock Exchange, describe in detail the recent research of reception institutions and individual investors, whether the company's undisclosed annual report information is provided to a third party other than the annual audit accounting firm, and whether there is a violation of the fair disclosure of information.
In addition, the Shenzhen stock exchange requires Beijing Zznode Technologies Co.Ltd(003007) to check whether the controlling shareholders, actual controllers, directors, supervisors, senior managers and their immediate family members of the company have bought and sold your company's shares and whether they are suspected of insider trading.
hot money speculation shows obvious signs, and the performance is not satisfactory
After hours on the 28th, Beijing Zznode Technologies Co.Ltd(003007) of the dragon and tiger list data came out, indicating that there are obvious signs of hot money speculation. On the same day, the Shaoxing Business Department of well-known hot money galaxy securities bought 408968 million yuan and sold 303341 million yuan at the same time, occupying the seats of buy one and sell one. In addition, Orient Securities Company Limited(600958) Fuzhou Wusi Road business department bought 234387 million yuan and another institutional seat bought 12.196 million yuan. The top five seats sold are hot money business departments.
Previously, according to the dragon and tiger list data disclosed on February 25, February 24 and February 22, Beijing Zznode Technologies Co.Ltd(003007) 's top five seats were from the hot money business department.
It is worth noting that although the share price has risen continuously, the performance of Beijing Zznode Technologies Co.Ltd(003007) is not satisfactory. According to the performance forecast disclosed recently, Beijing Zznode Technologies Co.Ltd(003007) expects a net profit loss of 58 million yuan to 78 million yuan in 2021, while a profit of 66.42 million yuan in the same period of last year.
Beijing Zznode Technologies Co.Ltd(003007) said that in 2021, the company's R & D expenses increased by about 42% compared with the same period last year, and the expansion of R & D personnel was the main reason. In addition, affected by the internal process adjustment of operators and other factors, the signing rhythm of contracts in some regions was delayed compared with the same period of last year, which affected the timely acceptance of the project to a certain extent. At the same time, some projects originally planned to be accepted in 2021 failed to be accepted as scheduled due to the impact of point outbreaks in various places.
As the company won the bid at a low price in the market competition, and the implementation of some projects is difficult, resulting in meager profits or losses in some contracts, which reduced the gross profit margin of this kind of business to a certain extent.
Beijing Zznode Technologies Co.Ltd(003007) said that judging from the market distribution of OSS systems of China Mobile Corporation, professional companies and provincial companies, the company has become the main supplier of its next-generation OSS system. The market share of the company's core products and services has increased, laying the foundation for medium and long-term development.
"counting from east to west" project brings long-term investment opportunities, but some concept stocks are hyped too much
2 on the afternoon of February 17, a piece of news after the closing was one of the triggers for the rise of "counting East and counting West" concept stocks
At about 16:00 on February 17, the website of the national development and Reform Commission disclosed that recently, the national development and Reform Commission, the central network information office, the Ministry of industry and information technology and the National Energy Administration jointly issued a notice, agreeing to start the construction of National Computing hub nodes in 8 places, including Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong, Macao, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and planned 10 national data center clusters. So far, the overall layout design of the national integrated big data center system has been completed, and the "counting from the east to the west" project has been officially launched.
Subsequently, research reports related to "counting from the east to the west" floated like snowflakes. So far, the number of relevant research reports has been close to 1 Shenzhen Quanxinhao Co.Ltd(000007) 83 pointed out that eight hubs and ten data center clusters are planned for the calculation from the east to the West. According to the construction scheme of national hub nodes in Guangdong, Hong Kong, Macao and Dawan District of the national integrated computing network, by 2025, the Shaoguan Data Center cluster will have 500000 standard racks and 5 million servers, with an investment of more than 50 billion yuan (excluding servers and software). Based on this calculation, the top 10 national data center clusters may drive an investment scale of 400500 billion.
Changjiang Securities Company Limited(000783) said that in the short term, the current round of East digital West computing construction is more reflected in the procurement of relevant network equipment and the demand for supporting civil engineering and power equipment. In the medium and long term, with the implementation of the plan, the cost of computing power will be continuously reduced, which will also drive the demand for servers, storage and other related computing equipment.
Citic Securities Company Limited(600030) believes that as the representative of the new infrastructure, the data center has a long industrial chain, wide coverage and strong driving effect, and is expected to fully benefit from the promotion of the project of "counting from the east to the west". In the long run, we are optimistic about the demand driven by the East digital West computing project for operators, temperature control equipment, ICT equipment & optical modules, optical communication, IDC and other fields. As the core base of the East digital West computing project, the communication sector is expected to benefit mainly.
From the perspective of research institutions, there is no doubt that the "counting from the east to the west" project will bring long-term investment opportunities. However, some concept stocks are over hyped in the short term and their performance is seriously overdrawn. Investors need to pay attention to the callback risk.
