As of the close of this Friday (January 14), the environmental protection sector rose or fell by – 1.70%, the Shanghai index rose or fell by – 1.63%, the Shenzhen Component Index rose or fell by – 1.35%, and the gem index rose or fell by 0.73%. The environmental protection sector was underpowered and slightly underperformed the market.
In terms of individual stocks, the reporter of Huaxia times found that a total of 32 stocks in the environmental protection sector rose this week, of which Zhejiang Tuna Environmental Science & Technology Co.Ltd(603177) (19.26%), Jiangsu Jiangnan Water Co.Ltd(601199) (9.88%) and Road Environment Technology Co.Ltd(688156) (9.44%) performed better respectively. Only one stock rose by more than 10%, and the overall increase was small; A total of 91 stocks fell, of which 4 stocks fell by more than 10%, namely Beijing Zeho Waterfront Ecological Environment Treatment Co.Ltd(605069) (- 18.41%), Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) (- 12.06%), Qingdao Daneng Environmental Protection Equipment Co.Ltd(688501) (- 11.52%) and Qingdao Guolin Environmental Technology Co.Ltd(300786) (10.63%).
Hangzhou Dadi Haiyang Environmental Protection Co.Ltd(301068) start M & a
Hangzhou Dadi Haiyang Environmental Protection Co.Ltd(301068) was first listed on the gem on September 28, 2021. Less than four months ago, it has started the pace of M & A.
On January 9, Hangzhou Dadi Haiyang Environmental Protection Co.Ltd(301068) announced that the company was planning a major asset restructuring. In view of the major uncertainties in the above matters, the trading of the company’s shares was suspended from the opening of the market on Monday, January 10, 2022 upon the application of the company.
It is understood that Hangzhou Dadi Haiyang Environmental Protection Co.Ltd(301068) plans to purchase part or all of the equity of Zhejiang tiger environment Co., Ltd. (hereinafter referred to as “tiger environment”) by issuing shares and paying cash, and raise supporting funds. The transaction plan is expected to be disclosed within no more than 10 trading days, that is, before January 24, 2022 at the latest. If the company fails to convene the board of directors to consider and disclose the transaction plan within the above period, The trading of the company’s shares will be resumed and the planning of related matters will be terminated at the latest at the opening of the market on January 24, 2022.
As a national high-tech enterprise focusing on the comprehensive utilization of waste resources, Hangzhou Dadi Haiyang Environmental Protection Co.Ltd(301068) is mainly engaged in the collection, resource utilization and harmless disposal of hazardous wastes such as waste mineral oil, waste emulsion, waste filter element / oil drum (pot).
At present, the market value of Hangzhou Dadi Haiyang Environmental Protection Co.Ltd(301068) is about 2.757 billion yuan. According to the financial report, the operating revenue of Hangzhou Dadi Haiyang Environmental Protection Co.Ltd(301068) is 340 million yuan, a year-on-year increase of 0.11%; The net profit was 30.81 million yuan, a decrease of 47.35% over the same period last year; The net profit after deducting non-profit was 29.86 million yuan, a year-on-year decrease of 32.93%.
It is understood that by the end of 2020, the total assets of tiger environment were 170 million yuan, the net assets were -3.963 million yuan, and the net profit in 2020 was 44.8815 million yuan. However, since 2020, tiger environment has successively harvested several heavyweight domestic waste recycling government procurement projects in Zhejiang Province.
Tiger environment’s main business is residents\’ waste recycling and sorting business. It is committed to establishing a whole chain system of domestic waste classification and management of “one-stop front-end collection, one chain of recycling and one network of intelligent supervision”. It has many wholly-owned subsidiaries, such as Anji tiger, Quzhou tiger, tiger business, tiger digital and so on.
Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) half a year after listing
This week, the trend of Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) was down, with a decline of – 12.06%, which was ahead of the plate. On January 10, Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) decreased by 9.04%, and the main net volume (DDE large single net / tradable shares) was – 1.04%. There was a significant outflow of funds, active selling was significantly more than active buying, and the turnover rate on that day was high.
In fact, Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) has attracted much attention due to performance changes in recent days.
On January 7, Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) issued the revised announcement of 2021 annual performance forecast, which indicated that the operating performance expected by the board of directors of the company from January to December 2021 was different from the previous performance. According to the revised expected results, Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) in 2021, the net profit attributable to the shareholders of the listed company will be RMB 80 million to RMB 100 million, a decrease of 43.49% to 29.37% compared with the profit of RMB 142 million in 2020.
In August 2021, Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) disclosed the prospectus for initial public offering and listing on the gem and the listing announcement for initial public offering and listing on the gem: the company expects to realize an operating revenue of 373 million yuan to 427 million yuan from January to December 2021, with a year-on-year increase of 21.12% to 38.82%; The net profit attributable to the parent company is RMB 157 million to RMB 181 million, with a year-on-year increase of 10.64% to 27.63%; After deducting non recurring profits and losses, the net profit attributable to shareholders of the parent company ranged from 142 million yuan to 163 million yuan, with a year-on-year increase of 7.61% to 23.71%.
From “year-on-year growth” to “year-on-year decline”, the difference between the two performance forecasts of Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) was so obvious that we soon received a letter of concern from Shenzhen Stock Exchange: asking Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) to supplement the contract details adjusted due to customers, list the changes in the price of hazardous waste disposal business in 2021, and calculate the impact of the above matters on the company’s net profit in 2021.
On January 13, Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) said in response to relevant questions in the letter of concern that the company did not improve its performance forecast and mislead investors in order to affect the issue pricing.
Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) believes that after referring to relevant cases, for the purpose of allowing regulators and investors to fully understand the company’s expected performance information, the company also disclosed the performance forecast information from January to September 2021 and January to December 2021. There is no initiative to mislead investors, but the forecast made at that time point based on the expectation of orders in hand and historical experience.
At the same time, Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) said that the company had made a risk warning and clearly stated in the prospectus, listing announcement and other issuance documents that “the above performance is the expected data of the company and does not constitute the company’s profit forecast or performance commitment”.
Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) believes that the company’s share price remains above the IPO price after the revision of relevant performance, indicating that after the disclosure of the performance revision announcement, investors’ value judgment of the company is still above the IPO price, and there is no over raising of the funds raised by the company’s IPO.
