China Times (www.chinatimes. Net.. CN.) Reporter Wang Yue, Xu Yunqian reporting from Beijing
As of the close of this Friday (March 11), the environmental protection sector rose or fell by - 3.76%, the Shanghai index rose or fell by - 4.00%, the Shenzhen Component Index rose or fell by - 4.40%, and the gem index rose or fell by - 3.03%. The overall market fell, and the performance of the environmental protection sector was insufficient, but the overall decline was less than that of the market.
In terms of individual stocks, according to the relevant data of Hithink Royalflush Information Network Co.Ltd(300033) , the reporter of Huaxia times found that a total of 22 stocks in the environmental protection sector rose this week, among which Wuhan Xianglong Power Industry Co.Ltd(600769) (14.13%), Zhejiang Tuna Environmental Science & Technology Co.Ltd(603177) (10.31%) and Bohai Water Industry Co.Ltd(000605) (10.13%), only 3 stocks rose by more than 10%, and the overall increase was small; A total of 102 stocks fell, including Qingdao Guolin Environmental Technology Co.Ltd(300786) (- 1385%), AVIC TEDA (- 13.82%) and Tus Environmental Science And Technology Development Co.Ltd(000826) (- 11.26%), with a total of 9 stocks falling by more than 10%.
This week, the trend of leading environmental protection stocks was weak. Among the top ten environmental protection stocks with market value, only Chongqing Water Group Co.Ltd(601158) and Jingjin equipment kept rising, with an increase of 1.45% and 0.50% respectively; While Zhejiang Weiming Environment Protection Co.Ltd(603568) and Beijing Sanju Environmental Protection & New Materials Co.Ltd(300072) have decreased significantly, reaching 10.33% and 10.85% respectively; The average decline of the top ten environmental protection stocks in market value reached 5.91%.
Zhefu Holding Group Co.Ltd(002266) said the current nickel futures position was zero
The market value of Zhefu Holding Group Co.Ltd(002266) this week, the second largest by market value, fell by 8.48%. On March 9, the company's share price fell by the intraday limit and closed down by 5.15%.
Zhefu Holding Group Co.Ltd(002266) main businesses include harmless treatment of hazardous wastes and recycling of renewable resources, hydropower business of clean energy equipment and nuclear power business. The company can conduct harmless treatment of hazardous wastes and other solid wastes generated by upstream waste production enterprises through physical and chemical means. At the same time, in the process of treatment, the company can enrich and recover various metal resources such as copper, gold, silver, palladium, tin, nickel, lead, zinc and antimony.
On March 9, Zhefu Holding Group Co.Ltd(002266) announced that due to the sharp fluctuation of the international situation, the prices of various metals continued to soar, and the original hedging amount of commodity futures could not meet the needs of existing business. The company held the 18th meeting of the Fifth Board of directors on March 8, 2022, The proposal on increasing the margin of commodity futures hedging business of subsidiaries in 2022 was reviewed and passed, and it was agreed to increase the margin of futures hedging business of no more than 1.2 billion yuan. After the increase, It is expected that the company will carry out commodity futures hedging business with its own funds within the margin limit of no more than RMB 2 billion at any time before March 1, 2023 (inclusive), and the margin limit can be implemented on a rolling basis within the above limit.
After the announcement of Zhefu Holding Group Co.Ltd(002266) was released, investors asked Zhefu Holding Group Co.Ltd(002266) whether the margin increase at this time involved the situation of bursting positions to make up the margin on the interactive platform of Shenzhen Stock Exchange.
Subsequently, Zhefu Holding Group Co.Ltd(002266) issued the announcement on the company's failure to participate in nickel futures trading. The announcement shows that up to now, the company has only carried out futures hedging business for part of the total production of copper and tin. At present, the hedging business of copper and tin is carried out normally, the margin is sufficient, and there is no situation of replenishing the guarantee due to warehouse explosion; The margin limit is the maximum time limit predicted by the company, which is applied to ensure the compliance of the company's futures hedging business, and the amount of abnormal capital occupation; At present, the company has not participated in nickel futures trading, and the position of nickel futures in the current period is zero. The "Qingshan nickel" air tight event hyped in the market has nothing to do with Zhefu Holding Group Co.Ltd(002266) and the company's production, operation and operating performance are not affected by the nickel futures event.
Misho Ecology & Landscape Co.Ltd(300495) hit a record low, and then receive the attention letter
The closing price of 9 and 5 9 fell by 8 and 9 9 9 9 9 9 9 9 9 and 9 9 9 9 9 9 9 9 9 9 5 9 9.
In fact, on March 7, Misho Ecology & Landscape Co.Ltd(300495) issued the risk warning announcement on the possible delisting of the company's shares. Previously, the company has disclosed the risk warning announcement on the possible delisting of the company's shares on January 28, 2022, and the company will disclose the risk warning announcement at least once before the disclosure of the 2021 annual report.
On March 11, Shenzhen stock exchange sent a letter of concern to Misho Ecology & Landscape Co.Ltd(300495) government. It is understood that on January 18, 2022 and October 2021, the company signed the strategic cooperation agreement with Beijing Zhiyun Asset Management Co., Ltd. and coordinated and organized the company's suppliers to hold a creditor's meeting. 67 suppliers transferred the creditor's rights totaling 594959800 yuan to Zhengzhou Zhiyun Youyan enterprise management center (limited partnership) (hereinafter referred to as "Zhiyun Youyan"), After the transfer of creditor's rights, the creditor of the company is changed to Zhiyun Youyan.
The attention letter inquired about the above events, requiring Misho Ecology & Landscape Co.Ltd(300495) for the net cash outflow of 138255 million yuan at the consolidated statement level of the listed company, the original controlling shareholder and legal representative of Wuxi shangrun Trading Co., Ltd., one of the above suppliers, to have the same name with your employees, and the creditor's right and debt confirmation agreement signed with multiple suppliers The 67 suppliers are not related parties of the company. The specific situation, whether there are prepayments or receivables from the above 67 suppliers or other current balances, and the relevant situation of the company's payment to Zhiyun Youyan immediately after collection.
