The last trading day of April ended in a noisy rise. However, the thunder of the first quarterly report is not over.
Just after the closing, Contemporary Amperex Technology Co.Limited(300750) which had delayed the release of the first quarterly report killed everyone. The first quarter report showed that due to the rapid rise of upstream costs, Contemporary Amperex Technology Co.Limited(300750) first quarter net profit was 1.493 billion yuan, a year-on-year decrease of 23.62%, and revenue reached 48.678 billion yuan, a year-on-year increase of 153.97%.
Not only investors quarreled, but also securities analysts quarreled. A nonferrous analyst at a head brokerage said that when lithium rose sharply, ningwang fell. Investors who bought lithium before the festival can spend the festival at ease.
Then another analyst of Dianxin came up against him, saying that the lithium sector fell all by the limit in May. (add a cold knowledge here: due to compliance requirements, industry analysts in the securities research institute cannot comment on other industries at will, so as not to damage the reputation of the Institute)
Let's take a look at our quarterly results tonight.
billion "Youmao"
first quarter net profit fell by more than 90%
On the 29th, Yihai Kerry Arawana Holdings Co.Ltd(300999) disclosed the first quarter report. During the reporting period, the company achieved an operating revenue of 56.536 billion yuan, a year-on-year increase of 10.68%; The net profit was 114 million yuan, a year-on-year decrease of 92.71%.
For the reasons for the decline in net profit, the company said that in the first quarter, the prices of the company's main raw materials such as soybean, soybean oil and palm oil increased rapidly and sharply, resulting in a sharp rise in product costs. Although the company raised the selling prices of some products, it did not fully cover the rise in raw material costs, and the gross profit margin of the company's main products decreased significantly year-on-year.
However, this expectation has been fully reflected in the share price in the first quarter. Data show that Yihai Kerry Arawana Holdings Co.Ltd(300999) 's share price has fallen nearly 24% this year.
from profit to loss
"Zhumao" lost more than 5 billion in the first quarter
On the 29th, Muyuan Foods Co.Ltd(002714) announced a loss of 5.18 billion yuan in the first quarter of 2022 and a net profit of 6.963 billion yuan in the same period of last year.
On the same day, Muyuan Foods Co.Ltd(002714) disclosed the annual report of 2021. According to the annual report, the net profit in 2021 was 6.904 billion yuan, a year-on-year decrease of 74.85%, and 2.48 yuan is proposed to be distributed in 10.
As for performance changes, on January 19, Muyuan Foods Co.Ltd(002714) disclosed the performance forecast for 2021, pointing out that during the reporting period, the number of pigs sold by the company increased significantly compared with the same period last year. However, due to the gradual recovery of pig production capacity in China, the price of pigs in 2021 decreased significantly compared with the same period last year, resulting in a significant decrease in the economic performance of the company in 2021 compared with the same period last year.
several listed companies' net profit decreased in the first quarter
Cosco Shipping Energy Transportation Co.Ltd(600026) on April 29, the first quarterly report was disclosed. In the first quarter, the operating revenue was 3.478 billion yuan, a year-on-year increase of 13.02%; The net profit was 250279 million yuan, a year-on-year decrease of 92.70%; The basic earnings per share is 0.0053 yuan.
Faw Jiefang Group Co.Ltd(000800) April 29 disclosed the first quarter report. During the reporting period, the company achieved an operating revenue of 15.156 billion yuan, a year-on-year decrease of 66.39%; The net profit was 452 million yuan, a year-on-year decrease of 74.71%; The basic earnings per share is 0.0981 yuan.
Zhejiang Yankon Group Co.Ltd(600261) released the report for the first quarter of 2022. During the reporting period, the operating revenue was 963 million yuan, a year-on-year decrease of 5.38%; The net profit attributable to the shareholders of the listed company was 3.324 million yuan, a year-on-year decrease of 98.19%.
Central China Securities Co.Ltd(601375) released the report for the first quarter of 2022. During the reporting period, the operating revenue was 388 million yuan, a year-on-year decrease of 63.90%, and the net profit attributable to the shareholders of the listed company was 184329 million yuan, a year-on-year decrease of 84.76%.
Andon Health Co.Ltd(002432) made 14.3 billion in the first quarter
soared 375 times year on year
Andon Health Co.Ltd(002432) ( Andon Health Co.Ltd(002432) ) disclosed the first quarter report on April 29. During the reporting period, the company achieved an operating revenue of 21.737 billion yuan, a year-on-year increase of 664679%; The net profit was 14.312 billion yuan, a year-on-year increase of 3752735%; The basic earnings per share is 31.392 yuan.
Cosco Shipping Holdings Co.Ltd(601919) on April 29, it was announced that the net profit in the first quarter was 27.617 billion yuan, a year-on-year increase of 78.73%. The benefits of the company's container shipping business have increased significantly, and the benefits of the terminal business have increased steadily.
CSRC successively issued
CSRC issued the guidance on improving the supervision of listed companies after delisting
In order to meet the requirements of registration system reform and normalized delisting and further improve the post delisting supervision of listed companies, the CSRC issued the guiding opinions on improving the post delisting supervision of listed companies (hereinafter referred to as the Guiding Opinions), which shall be implemented from the date of promulgation.
Based on the implementation of the basic requirements of the securities law, the guiding opinions better ensure the smooth implementation of normalized delisting, rely on the existing agency share transfer system as the delisting sector, and optimize and improve the blocking points and risk points existing in the current practice in accordance with the principle of "smooth connection, appropriate supervision, risk prevention and joint force". The main contents include: first, strengthen the connection of delisting procedures, smooth the exit mechanism of the exchange, improve the undertaking arrangement of the host securities companies, simplify the right confirmation registration procedure, optimize the listing process of delisting sector, and promote delisting companies to enter the delisting sector smoothly and smoothly; Second, optimize the continuous supervision system of delisted companies, reasonably set information disclosure and corporate governance requirements based on the actual situation of delisted companies, establish differentiated supervision mechanisms, and improve the accuracy and adaptability of supervision; Third, improve the risk prevention mechanism, strengthen the management of investors' appropriateness, guide enterprises that do not have the ability of sustainable operation to exit the market through market-oriented ways, and promote the convergence and gradual liquidation of risks; Fourth, improve the supervision system of delisting companies, build a clear, coordinated and efficient supervision mechanism, strengthen the division of labor, cooperation and overall coordination of all parties, and form an effective joint supervision force.
The guidance will solicit opinions from the public from February 25 to March 27, 2022. In the process of soliciting opinions, all parties in the market basically recognized the drafting ideas, institutional framework and main contents of the guiding opinions, and put forward opinions and suggestions on the specific implementation work. The CSRC carefully studied them one by one and will implement them in the follow-up work.
In the next step, the CSRC will guide the national stock transfer companies and other units to continuously improve the relevant self-discipline rules, give full play to the function of the delisting sector system, protect the basic rights of investors, ensure the smooth implementation of the delisting system, and promote the formation of a good state of "in and out, in and out".
CSRC solicits public opinions on the administrative measures for network security of securities and futures industry (Draft for comments)
In order to establish and improve the network security supervision system of the securities and futures industry, prevent and resolve the potential risks of the industry's network security, and maintain the safe, stable and efficient operation of the capital market, the CSRC has drafted the measures for the administration of network security of the securities and futures industry (draft for comments) (hereinafter referred to as the measures), which is now open to the public for comments.
The measures have eight chapters and 66 articles, mainly including the securities and futures industry's network security supervision and management system, network security operation, overall management of data security, network security emergency disposal, network security of key information infrastructure, network security promotion and development, supervision and management and legal responsibility. See the drafting instructions of the measures for details.
All sectors of society are welcome to put forward valuable opinions on the measures. The CSRC will further improve the measures according to the public solicitation of opinions, and issue them for implementation after fulfilling the procedures.
"provisions of the Supreme People's Procuratorate and the Ministry of public security on the standards for filing and prosecuting criminal cases under the jurisdiction of public security organs (II)" was comprehensively revised
On April 29, 2022, the Supreme People's Procuratorate and the Ministry of Public Security issued the comprehensively revised provisions of the Supreme People's Procuratorate and the Ministry of public security on the filing and prosecution standards of criminal cases under the jurisdiction of public security organs (II) (hereinafter referred to as the filing and prosecution standards (II)). The standard for filing and prosecution (II) has comprehensively revised and supplemented the standard for filing and prosecution of 78 economic crime cases, including 11 securities crimes. Among them, according to the amendment to the criminal law (XI), the new securities law and relevant judicial interpretations, it has improved the filing and prosecution of cases of fraudulent issuance of securities, cases of illegal disclosure and non disclosure of important information, and cases of breach of trust damaging the interests of listed companies, especially in combination with the characteristics of financial fraud cases, The provisions on falsely increasing and decreasing assets and profits have been added, and a legal net of accountability has been established; Strengthen the protection of investors, and add illegal circumstances such as causing losses to investors and inducing investors to trade in cases of unauthorized issuance of stocks, companies and corporate bonds, manipulation of securities and futures markets, and fabrication and dissemination of false information on Securities and futures trading; In addition, in combination with the actual development of the capital market, appropriately improve the indicators of the amount of individual cases and resolutely implement them strictly, so as to better reflect the spirit and requirements of "strictness".
Improving the legal liability system for violations and crimes in the capital market and revising the standards for filing and prosecuting criminal cases are an important task specified in the opinions of the central office and the state office on strictly cracking down on securities illegal activities according to law. The comprehensive revision of the standard for filing and prosecution (II) fully reflects the new situation and changes in the development of the capital market in recent years, and effectively strengthens the legal basis for the punishment of securities crimes. It is of great significance to strictly investigate and deal with securities illegal and criminal cases according to law and promote the stable and healthy development of the capital market.
In the next step, under the guidance of Xi Jinping socialism with Chinese characteristics in a new era, and in accordance with the spirit of the opinions on cracking down on illegal securities activities in accordance with the law, the CSRC will adhere to the attitude of "zero tolerance", carry out the implementation and Title Matching of the standard for filing and prosecution (II), further improve the institutional arrangements such as punishment discretion and criminal transfer, and adhere to full coverage of law enforcement and full chain accountability, The securities and futures institutions at all levels should make concerted efforts to build a transparent, flexible and flexible capital market and safeguard the legitimate rights and interests of investors.
rush to hot search wechat has new functions
After Weibo announced that the user's IP territory will be displayed in the future speeches and comments on Weibo, wechat also followed up this function.
On April 29, according to the wechat "wechat coral security" announcement, recently, China's international hot events occurred frequently, which attracted the high attention of netizens. Through user complaints, it found that individual users pretended to be parties to hot events and fabricated and disseminated false information, which had a negative impact on cyberspace.
The wechat official said in the announcement that in order to maintain the network communication order and further crack down on counterfeiting, handling, rumor spreading and other acts, the wechat public platform will display the IP territory when the user publishes the content, the domestic account will be displayed to the provinces (autonomous regions and municipalities directly under the central government), and the overseas account will be displayed to the countries (regions). The IP territory of the account shall be subject to the information provided by the operator, and the user cannot actively open or close the relevant display for the time being.
The function will be tested in the near future, and will be opened to users according to the test.
On April 28, Sina Weibo announced the upgrade of IP dependency function: the station went online to display the user's "IP dependency" function in March this year. In order to further protect the rights and interests of users and improve the user experience, the station will upgrade its products and launch new functions on April 28. The details are as follows: fully open comments and display the small tail function of comment IP territory; Launch the function of "displaying IP territory on the primary page of personal home page". This function aims to present the real situation to the majority of users more transparently, and can not be turned on or off by users.
As of press time, the topic has been posted on microblog hot search.
