Lijiang Yulong Tourism Co.Ltd(002033) ( Lijiang Yulong Tourism Co.Ltd(002033) . SZ) disclosed on March 25 that Chen Shihui and Wang Wanhong had purchased 28483200 shares of the company, accounting for 5.18% of the total share capital of the company. The reporter of the daily economic news noted that by the end of last year, Chen Shihui’s shareholding in Lijiang Yulong Tourism Co.Ltd(002033) was only 0.66%. Obviously, it increased its holdings in the first quarter of this year. Looking back on the past, Chen Shihui was very fond of Lijiang Yulong Tourism Co.Ltd(002033) and he once entered and exited the list of the top ten shareholders of the company.
In terms of performance, Lijiang Yulong Tourism Co.Ltd(002033) last year saw its first annual loss after listing, but signs of rebound also seem to be emerging.
Niu San and Chen Shihui increased their holdings on a large scale and bought more than 20 million shares this year
According to Lijiang Yulong Tourism Co.Ltd(002033) disclosure, on March 25, the company received the simplified equity change report from Chen Shihui and Wang Wanhong. According to the report, as of the disclosure date of the announcement, Chen Shihui and Wang Wanhong held a total of 284832 million shares of the company, accounting for 5.18% of the total share capital of the company.
The reporter combed Chen Shihui and Wang Wanhong’s overweight behavior and found that their overweight was mainly concentrated in the first quarter of this year. Among them, from November 4, 2021 to March 22, 2022, Chen Shihui accumulatively increased his holdings of Lijiang Yulong Tourism Co.Ltd(002033) shares by 28245400 shares, accounting for 4.94% of the total share capital of the listed company, and the increase price range is 5.60 yuan / share ~ 6.85 yuan / share; From January 20, 2022 to March 17, 2022, Chen Shihui’s wife Wang Wanhong increased Lijiang Yulong Tourism Co.Ltd(002033) shares by 237800 shares, accounting for 0.04% of the total share capital of the listed company, and the increase price range is 6.30 yuan / share ~ 6.80 yuan / share.
According to the annual report of Lijiang Yulong Tourism Co.Ltd(002033) 2021, as of the end of the reporting period, Chen Shihui held 3606700 Lijiang Yulong Tourism Co.Ltd(002033) shares, with a shareholding ratio of 0.66%, and was the ninth largest shareholder of the company. In other words, Chen Shihui has purchased more than Lijiang Yulong Tourism Co.Ltd(002033) 20 million shares since this yearP align = “center” Image Source: Announcement screenshot
“Recognize the long-term investment value of the company and make financial investment.” Chen Shihui and Wang Wanhong said that they would continue to increase or sell Lijiang Yulong Tourism Co.Ltd(002033) shares in the next 12 months depending on market changes.
From the top 6 of the ID number, Chen Shihui and Wang Wanhong are all from Yunnan province. In the field of private investment, Chen Shihui is known as “Yunnan Buffett”. It also favors Lijiang Yulong Tourism Co.Ltd(002033) very much. By the end of 2019, Chen Shihui held Lijiang Yulong Tourism Co.Ltd(002033) 6970100 shares, with a shareholding ratio of 1.27%, and was the fifth largest shareholder of the company. By the end of the first quarter of 2020, Chen Shihui will “disappear” from the list of Lijiang Yulong Tourism Co.Ltd(002033) top ten shareholders.
In Lijiang Yulong Tourism Co.Ltd(002033) 2020 semi annual report, Chen Shihui appeared again, holding 103775 million shares, with a shareholding ratio of 1.89%. At the end of the third quarter of 2020, Chen Shihui’s shareholding increased to 169797 million shares, with a shareholding ratio of 3.09%. By the end of the first quarter of 2021, Chen Shihui still held 151266 million shares, with a shareholding ratio of 2.75%. However, in the semi annual report of Lijiang Yulong Tourism Co.Ltd(002033) 2021, Chen Shihui once again reduced his holdings and withdrew from the top ten shareholders of the company. Now, its comeback and large-scale increase in holdings in the short term may be worthy of attention.
last year, the loss exceeded 37 million yuan, and there are signs of performance rebound
According to the annual report of Lijiang Yulong Tourism Co.Ltd(002033) 2021, the company achieved a revenue of 358 million yuan last year, a year-on-year decrease of 16.87%; The net profit loss was 378032 million yuan, a year-on-year decrease of 153.63%. This has been the decline of the company’s performance for two consecutive years.
Although the performance of Lijiang Yulong Tourism Co.Ltd(002033) 2021 was relatively low, the company’s annual report also revealed some positive information. It is reported that the company’s Mosuo town project has completed all the administrative license approval procedures and has the conditions for comprehensive investment promotion and development. At the same time, the company plans to adjust Lugu Lake Holiday Resort to “indige” hotel. The architectural design of the hotel has been basically completed, the professional design of Electromechanical, landscape and interior has been completed, and the main body and facade of the hotel model room have been completed. In 2021, the company introduced Chengdu Lifang digital technology group through investment promotion to jointly develop the Mosuo palace performance and museum project. At present, the company has compiled and completed the program script and architectural conceptual design.
In addition, Yulong Snow Mountain Ganhaizi Tourist Distribution Center project has completed the project approval and permit procedures, completed the architectural design, implemented the project land and met the construction conditions. In terms of project expansion, the layout of the boutique small ring road of greater Shangri La has been basically completed, and the in-depth experience package product of “Hotel + local experience” has been launched to the market; Lishi series mountain dwelling boutique B & Bs along the Jinsha River are also fully put into operation.
Orient Securities Company Limited(600958) believes that in the long run, Lijiang is in the golden period of superposition and release of various favorable policies. With the continuous promotion of Mosuo town project and the expansion and improvement of Yulong Snow Mountain scenic spot, combined with the upgrading of the intelligent marketing system of “one mobile phone to visit Yunnan”, the market influence of the company’s products is expected to increase on the premise of effective control of the epidemic situation, so as to promote the growth of business benefits.
“With the implementation of new projects and the gradual integration of high-quality scenic spot resources, it will further promote the performance improvement of the company.” Boc International (China) Co.Ltd(601696) also known as.
