After the continuous rise of the stock price limit, the two major shareholders of jd.com and Tencent reduced their holdings at a high level, and then the listed company suddenly issued a thunderstorm announcement of performance Better Life Commercial Chain Share Co.Ltd(002251) and the recent abnormal behavior of its shareholders have aroused heated discussion in the market. Why did the two strategic shareholders who took shares in 2018 reduce their holdings quickly while still floating losses?
On April 22, the new demon stock Better Life Commercial Chain Share Co.Ltd(002251) , which went out of eight trading limits in 10 trading days, suddenly issued a performance forecast and apology announcement.
In the announcement of abnormal fluctuation of stock trading on April 21, Better Life Commercial Chain Share Co.Ltd(002251) said that there was no relevant abnormality. In the latest announcement, Better Life Commercial Chain Share Co.Ltd(002251) said that with the deepening of the audit work, due to the partial deviation between the accounting judgment of some business activities of the company and the original estimate, after communication and confirmation with the accounting firm, the company expects a loss of 170210 million yuan in 202 7
demon stock "face changing"
According to the announcement, Better Life Commercial Chain Share Co.Ltd(002251) originally estimated that the company's operating performance in 2021 was not within the scope of performance forecast disclosure, so the company did not disclose the performance forecast in 2021 before the end of January 2022.
Better Life Commercial Chain Share Co.Ltd(002251) said that with the deepening of the audit work, due to the partial deviation between the accounting judgment of some business activities of the company and the original prediction, such as the partial deviation between the accounting judgment of the recognition of the investment income from the issuance of REITs in Jinxing Road Plaza, the impairment of goodwill and the original estimation, the company suffered a loss in 2021 after communication and confirmation by the accountant.
Compared with the performance in 2020, Better Life Commercial Chain Share Co.Ltd(002251) 2021 changed from profit to loss.
Better Life Commercial Chain Share Co.Ltd(002251) it is estimated that the net profit attributable to the shareholders of the listed company in 2021 will be a loss of 170210 million yuan, a decrease of 252.17% - 287.98% over the same period of the previous year it is estimated that the net profit after deducting non recurring profits and losses in 2021 will be a loss of 410 million yuan to 450 million yuan, a decrease of 581.76% - 628.77% over the same period of the previous year
Better Life Commercial Chain Share Co.Ltd(002251) said that the company has further communicated and confirmed with the accounting firm on matters related to the performance forecast. Considering the current progress of the annual report, as of the disclosure date of this announcement, there is no significant difference between the company and the accounting firm in terms of relevant data in this reporting period.
Therefore, Better Life Commercial Chain Share Co.Ltd(002251) apologized that the board of directors of the company apologized for the inconvenience caused to the majority of investors by the performance forecast. The company will analyze the reasons for the performance forecast and strengthen the communication with the audit institution in the future work to improve the accuracy of the performance forecast.
The scheduled disclosure shows that the annual report of Better Life Commercial Chain Share Co.Ltd(002251) 2021 is scheduled to be disclosed on April 30.
institutions sell
jd.com and Tencent just reduced their holdings
On April 22, Better Life Commercial Chain Share Co.Ltd(002251) closed at the limit after going out of the eight limit in 10 trading days.
According to the dragon and tiger list on April 22, Shenzhen Stock connect sold 167 million yuan and bought 47.33 million yuan, with a net sales of about 120 million yuan Dongxing Securities Corporation Limited(601198) Jinjiang Heping Road sold 86.59 million yuan. Among the top five business departments in the purchase amount, China Galaxy Securities Co.Ltd(601881) Shaoxing business department purchased 49.31 million yuan; The first business department of China stock market news securities on Tuanjie road in Lhasa and the second and first business departments of China stock market news securities on the East Ring Road in Lhasa were listed.
On April 21, Better Life Commercial Chain Share Co.Ltd(002251) increased the limit, with a turnover of 2.555 billion yuan and a turnover rate of 25.07%. Institutions sold off one after another. According to the after hours dragon and tiger list data, the four institutions sold 291 million yuan of special seats.
Just a few days ago, Jingdong and Tencent, the strategic investors of Better Life Commercial Chain Share Co.Ltd(002251) , had just reduced their holdings.
Better Life Commercial Chain Share Co.Ltd(002251) said that after receiving the notification letter and simplified equity change report issued by Jiangsu Jingdong bangneng Investment Management Co., Ltd. (hereinafter referred to as "Jingdong bangneng"), Jingdong bangneng reduced 16.1 million shares of the company through block trading on April 20, with a reduction ratio of 1.8636% and an average reduction price of 11.28 yuan / share.
After the reduction, jingdongbangneng's shareholding ratio in Better Life Commercial Chain Share Co.Ltd(002251) decreased from 5% to 3.1364%.
Tencent's pace is faster.
Better Life Commercial Chain Share Co.Ltd(002251) announcement shows that Nyingchi Tencent Technology Co., Ltd. (hereinafter referred to as "Nyingchi Tencent") reduced 8.6391 million shares of the company through block trading on April 19, with a reduction ratio of 1 Shenzhen Quanxinhao Co.Ltd(000007) % and an average reduction price of 9.75 yuan / share.
After the reduction, the shareholding ratio of Nyingchi Tencent in Better Life Commercial Chain Share Co.Ltd(002251) was reduced from 6% to 4999993%.
however, jd.com and Tencent are not the beneficiaries. They still suffer from substantial losses after their strategic stake in Better Life Commercial Chain Share Co.Ltd(002251) 4 years
According to the review announcement, in 2018, Zhang Haixia, the Better Life Commercial Chain Share Co.Ltd(002251) shareholder, and Xinwo fund transferred their Better Life Commercial Chain Share Co.Ltd(002251) 4% equity and 2% equity to Nyingchi Tencent respectively; Zhong Yongli and Better Life Commercial Chain Share Co.Ltd(002251) group, the shareholders of the company, respectively transferred 3% and 2% equity of the listed company to JD bonneng announcement shows that the transfer price is 17.11 yuan / share, and Nyingchi Tencent obtained Better Life Commercial Chain Share Co.Ltd(002251) 6% equity at the price of 887 million yuan, while JD bonneng won Better Life Commercial Chain Share Co.Ltd(002251) 5% equity at the price of 739 million yuan.
department store retail industry is under great pressure
In the department store retail industry, the pressure on Better Life Commercial Chain Share Co.Ltd(002251) performance and debt is not small.
According to the third quarterly report of 2021, Better Life Commercial Chain Share Co.Ltd(002251) the operating revenue in the first three quarters was about 10.5 billion yuan, a year-on-year decrease of 13.87%; The net profit attributable to the parent company was 172 million yuan, a slight increase of 1.77% over the same period; The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was a loss of 166 million yuan, a year-on-year decrease of 221.56%.
The reasons for the decline in employment performance, Better Life Commercial Chain Share Co.Ltd(002251) said in the third quarterly report of 2021 that the expenses recognized in the implementation of the new leasing standards from January to September 2021 increased significantly year-on-year; The profit of the new store from January to September 2021 was affected by the large investment of promotion expenses and the start-up expenses during the preparation period directly included in the current profit and loss; Under the influence of the epidemic, the consumption tendency of residents has decreased, the physical retail industry is under great pressure, the rigid cost has increased, the channel competition is fierce, and the impact of community group purchase on the company's performance.
According to the third quarterly report of 2021, Better Life Commercial Chain Share Co.Ltd(002251) ending liabilities totaled 21.2 billion yuan, owner's equity 8.1 billion yuan, and liabilities and owner's equity totaled 29.3 billion yuan.
Recently, Better Life Commercial Chain Share Co.Ltd(002251) plans to reduce its holdings of repurchased shares has also attracted much attention. On April 18, Better Life Commercial Chain Share Co.Ltd(002251) issued an announcement on the sale of repurchased shares. The board of directors agreed to reduce the company's repurchased shares by 12.578 million shares, and the proposed reduction accounted for 1.456% of the total share capital. The implementation period of the reduction is after May 13.
Previously, Better Life Commercial Chain Share Co.Ltd(002251) passed the proposal on repurchase of company shares in February 2021. As of May 7, 2021, the company's share repurchase plan has been implemented. The company has repurchased 12.578 million shares, accounting for 1.456% of the total share capital of the company, and the repurchase amount is about 100 million yuan (including transaction costs).
