At the end of 2021, Guangdong Highsun Group Co.Ltd(000861) (000861), whose share price soared by 70% by taking advantage of the "new energy concept", disclosed on January 11 that the company signed the equity transfer agreement with Shenhui smart energy and its original shareholder Wu senhui, subscribed 32 million yuan, transferred 40% of the registered capital and arranged the new energy business.
the subject company did not carry out substantive business
The Guangdong Highsun Group Co.Ltd(000861) who was punished by the CSRC for the farce of "African classical swine fever divine medicine" has adjusted the investment direction again. Following several public statements that it planned to lay out the new energy industry, the company announced on January 11 that in order to improve the new energy business layout and promote business transformation and upgrading, the company signed the equity transfer agreement with Shenhui smart energy and its original shareholder Wu senhui and other relevant parties on January 10, and Wu senhui transferred part of its subscribed capital contribution of 32 million yuan, accounting for 40% of the registered capital, to the company, After the transfer, the company subscribed 32 million yuan, accounting for 40% of the total registered capital. After the completion of the transaction, Shenhui smart energy company will become a holding subsidiary of the company and be included in the scope of the company's consolidated statements.
According to the announcement, Shenhui smart energy, with a registered capital of 80 million yuan, was established on August 16, 2021, and its business scope includes Cecep Solar Energy Co.Ltd(000591) power generation technical services; Manufacturing of photovoltaic equipment and components; Sales of photovoltaic equipment and components, etc. The target company will carry out specific business with relevant technical partners through joint venture to establish a project company in the future.
After the completion of the above equity transfer, Guangdong Highsun Group Co.Ltd(000861) subscribed 32 million yuan, accounting for 40% of the registered capital. The original shareholders Wu senhui, Qian Yuanyuan and Guo Chun planned to subscribe 24 million yuan, 12 million yuan and 12 million yuan, respectively, accounting for 30%, 15% and 15% of the registered capital. Up to now, the above shareholders have not paid in their capital contributions, and Shenhui smart energy has not yet carried out substantive business. According to the agreement, the project company is expected to be established before December 31, 2022, and Guangdong Highsun Group Co.Ltd(000861) shall complete the actual payment of all funds before December 31, 2022.
was inquired by the exchange
However, for the company's intention to enter the new energy industry, many investors did not "catch a cold" and questioned that the company's move was to "make good and facilitate shipment".
On January 5, Guangdong Highsun Group Co.Ltd(000861) disclosed the announcement of lifting the ban on restricted shares, and the 16.7051 million shares held by the controlling shareholder Haiyin group (accounting for 0.72% of the total share capital of the company) were listed and circulated on January 6.
The company also received the attention letter from the exchange for announcing its entry into the new energy industry. In November 2021, the record of investor relations activities shows that the company established Haiyin blue in 2016 and is committed to building it into a local service provider of new energy... The company will deeply participate in the division of labor in leading and pillar industries such as new energy and photovoltaic. At the same time, the company's stock has opened the "big rise mode". From November 11 to December 7, 2021, the stock price has risen from 1.97 yuan / share to 3.4 yuan / share in less than one month, with a cumulative increase of more than 72%.
Shenzhen Stock Exchange issued a letter of concern to the company on November 28, 2021, asking the company to explain the development of Haiyin blue charging pile business and logistics urban distribution business. In its reply, the company said that in 2020, Haiyin blue achieved an overall revenue of RMB 13.25 million, accounting for 1.02% of the company's revenue in 2020, and a net profit of RMB 2.56 million, accounting for 8.03% of the company's net profit in 2020. The revenue and net profit of Haiyin blue in the first three quarters of 2021 were 6.8716 million yuan and -134800 yuan respectively, which is expected to have little impact on the overall performance of the company in 2021. The company also disclosed that it has reached an investment intention with Aosheng new energy and its original shareholders, and plans to invest 30 million yuan in Aosheng new energy by increasing capital and shares. After the investment is completed, the company will hold 10.71% of its equity. Since then, the company disclosed the announcement of signing the capital and share increase agreement in December last year. Coincidentally, Aosheng new energy was established on April 26, 2021 and is still under construction. As of September 30, 2021, the project company has not generated revenue.
High profile announced that it plans to enter the new energy industry, but the invested projects have little impact on the company's performance; Is it a real transformation or a hot spot to invest in two new energy companies that have not yet carried out substantive operation? With the above questions, the reporter of Dazhong Securities News called Guangdong Highsun Group Co.Ltd(000861) as an investor, and the company explained: "last November, the company did have an organic organization to conduct research and issued a research report, so it was noticed by the market and caused the fluctuation of stock price."
Whether the above information related to the new energy industry belongs to the scope of compulsory information phi, The other party said: "the amount was not reached, but (Aosheng new energy) was mentioned in the reply to the exchange, so a supplementary announcement was made later, and the capital of 30 million yuan has been paid in. Because the new energy industry is a hot industry, the valuation of the existing company has been hyped, so the company chose the newly established company."
In July 2020, Guangdong Highsun Group Co.Ltd(000861) disclosed that it had submitted an application for the business qualification of duty-free products to the relevant government departments in recent days, and the relevant departments had replied to confirm its receipt. At that time, Shao jiancong, one of the actual controllers, and Maoming Huanxing, who acted in concert, threw out a total reduction plan of 46.3213 million shares. This was once questioned by investors as "rubbing hot spots to hype stock prices". On January 11, the reporter asked the company to verify the progress of the tax-free project. The other party said that "there are staff following up, but no progress news has been received".
(source: Dazhong Securities Journal)
