Laugh in the morning and blow up in the end!
On April 12, in the morning trading of Tianjin Tianbao Infrastructure Co.Ltd(000965) ( Tianjin Tianbao Infrastructure Co.Ltd(000965) , SZ), the limit of Tianjin Tianbao Infrastructure Co.Ltd(000965) rose again, which was the 14th limit in nearly 18 trading days. However, who could have thought that the stock would dive at the end of the trading, directly day floor, selling orders up to 153500 hands, 140 million yuan of funds lined up to run away, and the investors killed in the morning were tragic as of the closing, the stock closed at 9.38 yuan, down 9.98% from the limit, with a turnover of 3.77 billion yuan and the latest market value of 10.41 billion yuan
On the news side, according to the data of the dragon and tiger list after hours yesterday, Tianjin Tianbao Infrastructure Co.Ltd(000965) the top five buyers and the top five sellers have well-known hot money common seats. Specifically, Huaxin securities Shenzhen Yitian road ranks first among buyers with a purchase amount of up to 885413 million yuan; Huaxin securities Shenzhen Branch bought 811649 million yuan and sold 564102 million yuan at the same time; Fang Xinxia’s commonly used seat China Industrial Securities Co.Ltd(601377) Shaanxi Branch is also available for sale, with a purchase amount of 399885 million yuan and a sale amount of 126614 million yuan.
At the same time, Huatai Securities Co.Ltd(601688) Wuxi Financial Street, one of the top five buyers in Tianjin Tianbao Infrastructure Co.Ltd(000965) dragon tiger list, appeared first among the sellers of this stock on April 11, with a sales amount of 113 million yuan; Well known hot money seat Zhongtai Securities Co.Ltd(600918) Hubei Branch ranks second among the sellers, with a sales amount of 901194 million yuan; In addition, Huaxin securities Shenzhen Branch ranks third among the sellers.
On April 11, Tianjin Tianbao Infrastructure Co.Ltd(000965) issued a risk warning announcement, saying that the company’s share price has fluctuated greatly recently and its valuation is significantly higher than that of Listed Companies in the same industry. From March 16 to April 11, the company’s stock rose by 253.22% and the range turnover rate was 324.41%. The stock price of the company fluctuates greatly recently, and the valuation is much higher than that of Listed Companies in the same industry. Please invest rationally and pay attention to risks.
On March 27, the first Department of management of listed companies of Shenzhen stock exchange sent a letter of concern to Tianjin Tianbao Infrastructure Co.Ltd(000965) saying that the company’s share price continued to rise from March 16 to 25, touching abnormal fluctuations in stock trading for three consecutive times. Shenzhen stock exchange requires the company to confirm whether there is any major information that should be disclosed but not disclosed, and whether there is any major change in the fundamentals of the company; Explain whether the controlling shareholders and actual controllers of the company plan to transfer equity, restructure assets and other matters that have a significant impact on the company; Describe in detail the recent research of reception institutions and individual investors, whether the company’s unpublished 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.
It is reported that according to public information, Tianjin Tianbao Infrastructure Co.Ltd(000965) is mainly engaged in real estate development, property leasing, property management and other businesses. Tianjin Zhongtian airlines, which holds 60% of the company’s shares, holds 49% of the equity of Airbus (Tianjin) General Assembly Co., Ltd. Airbus’s business scope is to receive fully assembled and tested aircraft components and all relevant parts, and provide general assembly services to Airbus China Co., Ltd.
At the executive meeting of the State Council held on March 29, it was proposed to start a batch of projects that have been included in the plan and have mature conditions in 2022, including major water diversion and transfer projects such as the follow-up project of the South-to-North Water Transfer, backbone flood control and disaster reduction, danger removal and reinforcement of dangerous reservoirs, irrigation area construction and transformation, etc. These projects, together with other water conservancy projects, can complete an investment of about 800 billion yuan in the whole year.
According to the report of China Securities Journal, Huatai Securities Co.Ltd(601688) research report said that the investment in water conservancy construction in China will be 757.6 billion yuan in 2021. In July 2020, the national development and Reform Commission proposed to focus on promoting the construction of 150 major water conservancy projects from 2020 to 2022, with a total investment of 1.29 trillion yuan. By the end of 2021, 67 projects have been approved and 62 projects have been started in total. The remaining projects are expected to be started in 2022.
At present, more than 20 A-share listed companies involved in water conservancy construction have announced the performance forecast for 2021, including 9 enterprises with positive net profit and growth rate of more than 50%. With the continuous disclosure of the annual reports of listed companies, the leading profitability of the water conservancy construction sector will further surface.
