8 days 6 board, the company's share price was completely "detonated"!
It should be noted that the reason for the sharp rise of the company is hidden in an institutional research summary. What kind of summary is this?
is also a meta universe?
From December 23 to January 4, Chengdu B-Ray Media Co.Ltd(600880) 8 trading days and 6 trading limits, with an increase of 82.34% in 8 days; The share price of Chengdu B-Ray Media Co.Ltd(600880) has risen more than 120% since December 10. Picture: East Money Information Co.Ltd(300059)
There are two main reasons why Chengdu B-Ray Media Co.Ltd(600880) soared. In the risk warning announcement issued on January 4, Chengdu B-Ray Media Co.Ltd(600880) also mainly said two things: first, the company and its wholly-owned subsidiary roaming valley are negotiating with Shanghai magic power information technology Co., Ltd. (hereinafter referred to as Shanghai magic power) on capital and share increase; Second, the company is preparing for Chengdu cultural exchange.
Both have huge conceptual expectations. First, Shanghai magic power. Many investors may not know this company. In fact, it is the famous BiliBili, which is the main company of station B's main mobile game operation business; The Chengdu cultural exchange under preparation is more related to the concept of meta universe.
For the Chengdu cultural exchange, the announcement in the previous Chengdu B-Ray Media Co.Ltd(600880) September showed that the new board of directors and management team of the Chengdu cultural exchange have been established, the operation and management work is in full swing, the construction of "digital cultural resources trading platform" is being started, the preliminary demonstration work has been completed and will enter the implementation stage in the near future. The platform plans to include transaction function platform, e-commerce function platform and blockchain function platform, and its business covers cultural collection transaction, digital copyright authentication and transaction, research and business promotion of cultural collection non-homogeneous pass.
An investor said in the stock bar that the first digital cultural exchange in China is the key. In fact, this information is hidden in an institutional research summary. Picture: stock bar
The first trading limit in the Chengdu B-Ray Media Co.Ltd(600880) 8-day 6 board was on December 23. In the morning of that day, Chengdu B-Ray Media Co.Ltd(600880) released an institutional research summary, in which Chengdu B-Ray Media Co.Ltd(600880) 's soaring secret was hidden.
In this institutional research summary, Chengdu B-Ray Media Co.Ltd(600880) mainly discloses the following information:
1. There are about 12 cultural property exchanges operating in China, and Chengdu cultural property exchange is the only one for digital cultural property rights at present;
2. Chengdu B-Ray Media Co.Ltd(600880) said that the internationalization and deep industrialization of meta universe industry will be an inevitable trend. Digital assets should have the value of use and collection. At the same time, the right confirmation, value confirmation and liquidity of assets need to be realized by authoritative, fair, open and fair scientific and technological tools and means;
3. The cooperation between Chengdu B-Ray Media Co.Ltd(600880) and station B E-sports is based on the optimistic development space of station B E-sports. In the next step, we hope to maintain good cooperation at the business level and capital level;
4. The virtual anchor of Chengdu B-Ray Media Co.Ltd(600880) joint stock company cooperates with Microsoft's Xiaobing company.
However, Chengdu B-Ray Media Co.Ltd(600880) said in the risk warning announcement that the Chengdu cultural exchange is still in a state of loss and has not carried out digital collection trading business. There is great uncertainty about the impact of the above business on the company's future performance. According to the regulations of the State Council, Chengdu cultural exchange shall obtain the approval of Sichuan Provincial Finance Bureau for engaging in digital collection trading business, which can be implemented only after obtaining the approval according to law. At present, Chengdu cultural exchange has not submitted the application for approval of relevant businesses, nor has it obtained the approval of the above businesses. There is uncertainty about the submission time of the application and whether the approval can be passed.
who's buying?
In Chengdu B-Ray Media Co.Ltd(600880) soaring all the way, it was on the dragon and tiger list for five days. From the data of the dragon and tiger list, many well-known hot money business departments appear, of which " Huatai Securities Co.Ltd(601688) headquarters" appears most frequently.
It should be noted that " Huatai Securities Co.Ltd(601688) headquarters" appeared three times on December 28, 29 and 31, 2021. On the 28th, the sales department bought 96.9 million yuan and boarded a place to buy; On the 29th, the buyer bought 70.16 million yuan, also boarded the buy position, but also sold 33.05 million yuan at the same time; On the 31st, he boarded the buy position again, bought 70.21 million yuan and sold 39.02 million yuan again.
For the short-term surge, Chengdu B-Ray Media Co.Ltd(600880) said that the closing price of the company's stock rose by the limit on January 4, 2022. Since December, the stock price has increased by 120.86% and the rolling P / E ratio is 104.23 times. The company's short-term stock price has a large increase and high valuation, and there may be a risk of conceptual speculation. Please pay attention to the transaction risk of the secondary market, make rational decisions and invest prudently.
After Chengdu B-Ray Media Co.Ltd(600880) issued the stock trading risk warning announcement for the second time on the evening of January 4, Chengdu B-Ray Media Co.Ltd(600880) investors are both "worried" and "looking forward to".
However, investment needs to be cautious.
(China Securities Journal)
