Under the influence of epidemic prevention and control, the production and operation of listed companies have been affected, and investors' attention to the epidemic has increased significantly.
Recently, Eastroc Beverage (Group) Co.Ltd(605499) , Shenzhen H&T Intelligent Control Co.Ltd(002402) , Chow Tai Seng Jewellery Company Limited(002867) and other listed companies in Shenzhen have disclosed the latest institutional research information. Institutions are generally concerned about the short-term impact of the epidemic on the company. Among them, Eastroc Beverage (Group) Co.Ltd(605499) mentioned in the research activities that at present, the national regional delivery and dynamic sales of the sales end are normal, but the dynamic sales of some regions such as Guangdong, Shenzhen and Dongguan will be affected to a certain extent due to the sealing management, and the overall impact is small.
investors pay more attention to the impact of epidemic prevention and control in Shenzhen and other places
In March 13th, the Shenzhen New Coronavirus pneumonia epidemic prevention command headquarters issued a circular saying that since from March 14th to 20th, in addition to ensuring the operation of the city and the transport of goods for the port, Shenzhen city bus and subway have been suspended.
The circular pointed out that Shenzhen has carried out three rounds of full staff nucleic acid testing, and the city's community communities, urban villages and industrial parks have implemented closed management; The city's personnel do not leave the depth unless necessary. If there are special needs, they will leave the depth with 24-hour nucleic acid negative certificate.
Under the guidance of the above notice, Foxconn suspended its operation from March 14, and the company has made necessary production deployment to reduce the impact on the company's operation. In the investor interaction platform and institutional research activities, investors' attention to the impact of epidemic prevention and control in Shenzhen and other places is also significantly increasing.
In the investor platform, the reporter saw that a number of Shenzhen enterprises responded to investors' questions about the impact of the epidemic. Among them, Rainbow Digital Commercial Co.Ltd(002419) said that according to the latest requirements for epidemic prevention and control in Shenzhen, Tianhong stores in Shenzhen were removed from March 14 to March 20 sp@ce Except for the drugstores and restaurants (limited to takeout) in the supermarket and the venue, the rest of the stores will be closed, and the resumption of business hours will be implemented in accordance with the government's epidemic prevention requirements, which shall be subject to the notice of each store.
In order to reduce the impact of the epidemic, Rainbow Digital Commercial Co.Ltd(002419) focus on developing online home sales services, improve consumers' omni-channel shopping experience, actively adjust the category structure, and organize and carry out a number of marketing and experience activities on the premise of ensuring safety.
In the institutional research activities, the institutions also pay more attention to the impact of epidemic prevention and control in Shenzhen and other places Eastroc Beverage (Group) Co.Ltd(605499) march 16 disclosed the announcement on the investigation of the company's reception institutions. A total of 120 institutions were received from March 1 to 15. Several top flow institutions such as Citic Securities Company Limited(600030) , China International Capital Corporation Limited(601995) , Harvest Fund and freshwater spring participated in the investigation of the company.
As for the impact of sporadic outbreaks in various regions, Eastroc Beverage (Group) Co.Ltd(605499) said that the company's sales from January to February were normal, the pace of distribution in January was good, the impact of the epidemic in February was small, the national regional delivery and dynamic sales at the sales end were normal, and the dynamic sales in some regions such as Guangdong, Shenzhen and Dongguan would have a certain impact due to the sealing and control management, which would have little impact on the whole. On the production side, the production and delivery of the seven factories that have been put into operation have not been affected, and the logistics supply is smooth.
Intelligent controller leader Shenzhen H&T Intelligent Control Co.Ltd(002402) also mentioned in the research activities that the Shenzhen epidemic and relevant prevention and control policies will have a certain impact on the company's production, and the company will actively respond to and reduce the relevant impact within the scope of prevention and control policies.
Chow Tai Seng Jewellery Company Limited(002867) replied to the investor's question and answer that according to the requirements of epidemic prevention in Shenzhen, in addition to ensuring the basic operation of the city, people's livelihood, emergency and other industries, government organs, enterprises and institutions with home office conditions should, in principle, work at home. The company shall, in accordance with the relevant requirements announced by the municipal epidemic prevention and control headquarters, During this period, all employees of the company headquarters work at home.
listed companies disclose the impact of the epidemic
Investors are more concerned about the impact of the epidemic, and some listed companies have also disclosed the impact of the epidemic.
Shenzhen Netac Technology Co.Ltd(300042) disclosed the announcement of temporary shutdown of the company's plant affected by the epidemic. The company actively responded to the government's epidemic prevention policy and implemented temporary shutdown in the company's Shiyan plant on March 14, 2022 according to the announcement. All employees worked at home and fully cooperated with the government's epidemic prevention work to curb the spread of the epidemic. The specific time for resuming normal production and operation will be arranged according to the government's epidemic control requirements.
It is expected that the production and delivery of the company's products in the first quarter and the second quarter of 2022 will be delayed due to the government's requirements, which may have an adverse impact on the company's production and operation. The company predicts that this shutdown is a short-term measure for epidemic prevention, which is not expected to have an adverse impact on the long-term development of the company.
The "fruit chain" star Lens Technology Co.Ltd(300433) also issued a notice on the risk warning of the epidemic in March 15th. The wholly owned subsidiary of Lens Technology Co.Ltd(300433) (Dongguan) Co., Ltd., in accordance with the Circular of Dongguan Office of Songshan New Coronavirus disease prevention and control command office, carried out epidemic prevention and control, arranged staff's centralized isolation and full nucleic acid detection, and suspended production activities. Fully cooperate with the government's epidemic prevention work to curb the spread and spread of the epidemic.
Dongguan Lansi's operating revenue accounted for 6.76% of the company's total operating revenue in the first three quarters of 2021. The company said that the shutdown will have an impact on the production and delivery of products and the research and development of new products of some customers.
In terms of cross-border logistics, the company said that affected by the continuous development of the epidemic outside China, some raw and auxiliary materials, chips and other materials purchased by the company from abroad encountered certain difficulties in cross-border logistics, which had a certain impact on the company's main business. At the same time, the Vietnam epidemic has also had a certain impact on the cross-border logistics link of the company's product delivery.
In addition, the recent announcement on the impact of the epidemic has been issued by Jiangxi Special Electric Motor Co.Ltd(002176) , Weihai Guangwei Composites Co.Ltd(300699) , Dirui Industrial Co.Ltd(300396) , Hangzhou Dadi Haiyang Environmental Protection Co.Ltd(301068) and other places, including Yuhang District, Changchun City, Weihai City, etc.
Shenzhen takes multiple measures to rescue enterprises
Recently, the epidemic situation in China has rebounded, and prevention and control measures have been upgraded in Shenzhen and other regions with strong economic vitality. Various departments in Shenzhen have successively introduced relief and assistance measures to help enterprises cope with the epidemic situation.
Recently, the official website of the Guangdong provincial government issued a notice on printing and Distributing Several Policies and measures for further supporting the relief and development of small and medium-sized enterprises and individual industrial and commercial households in Guangdong Province, which includes reducing production and operation costs, focusing on exploring market demand, strengthening the protection of enterprise rights and interests, increasing financing support, strengthening the support of enterprise talents, improving innovation ability and specialization 25 measures have been put forward in seven aspects, such as increasing precise support for individual industrial and commercial households, to solve the problems of rising operating costs and difficult market development of small and medium-sized enterprises and individual industrial and commercial households in Guangdong, so as to further stimulate the vitality and creativity of market subjects.
In order to reduce the development pressure of enterprises during the epidemic, Futian District of Shenzhen also recently launched the "ten policies" to support enterprises to fight the epidemic with one heart, focusing on the core problems of enterprises from 10 aspects, such as "rent reduction and rent reduction, stabilizing enterprise production, loan interest discount, reassurance insurance, social security subsidy and job stabilization support". These policies have been implemented since March 21 and are valid for 6 months. Among them, the "ten policies" for supporting enterprises to fight the epidemic calls on state-owned enterprise properties to provide all eligible tenants with rent free in March and rent halved in April; The owners or management entities of professional markets, industrial parks (incubators), commercial buildings and commercial complexes are encouraged to take the initiative to reduce or reduce the rent of qualified leasing enterprises by 30% of the total rent reduced or exempted in March and April 2022, up to 2 million yuan.
