The thunderstorm aftermath of private network communication business is still in progress, and the advance loss of Jiangsu Zhongli Group Co.Ltd(002309) annual report exceeds 3 billion yuan. The “14th five year plan” for the development of modern comprehensive transportation system was issued, proposing the steady development of automatic driving, vehicle road coordination and other travel services.
private network communication business thunderstorm Jiangsu Zhongli Group Co.Ltd(002309) pre loss of more than 3 billion yuan
Yesterday, Jiangsu Zhongli Group Co.Ltd(002309) issued a performance announcement, expected a net loss of 3.2 billion yuan to 4 billion yuan in 2021, a loss of 2.92 billion yuan in the same period last year, and the amount of loss has expanded. The main reasons for the company’s performance loss during the reporting period of are as follows: 1. due to the thunderstorm of private network communication business, the provision is expected to be about 2.2 billion yuan ; 2. The total loss of photovoltaic business in this period is about 1.1 billion yuan, of which the production capacity can not be fully released due to the sharp rise of main raw materials and sea freight for photovoltaic manufacturing, and the operating loss is about 650 million yuan. Jiangsu Zhongli Group Co.Ltd(002309) the loss in the third quarterly report was nearly 1.5 billion yuan. According to the lower limit of the advance loss in the annual report, the loss in the fourth quarter exceeded 1.7 billion yuan.
As a “photovoltaic veteran” Jiangsu Zhongli Group Co.Ltd(002309) , he has been deeply engaged in the photovoltaic industry for more than ten years. As the participating subsidiary Zhongli Electronics was involved in the storm of private network communication business, Jiangsu Zhongli Group Co.Ltd(002309) accrued a loss of 1.16 billion yuan in the third quarter of last year. By the pre disclosure of the annual report, the accrued amount was further increased to 2.2 billion yuan. At present, Jiangsu Zhongli Group Co.Ltd(002309) the main business of the subsidiary has basically stagnated.
In 2021, the “private network communication scam” triggered a thunderstorm in the performance of many A-share companies. It is also one of the biggest thunderstorms in the A-share market in 2021. It surfaced since the loss of 10 billion was exposed on Shanghai Electric Group Company Limited(601727) May 30 last year. The scam involves 15 listed companies, including Shanghai Hongda New Material Co.Ltd(002211) , Raisecom Technology Co.Ltd(603803) , Changshu Guorui Technology Co.Ltd(300600) , Jiangsu High Hope International Group Corporation(600981) , Jiangsu Zhongtian Technology Co.Ltd(600522) , Kaile technology, Jiangsu Zhongli Group Co.Ltd(002309) , Zhejiang Kanglongda Special Protection Technology Co.Ltd(603665) , etc., and the cumulative amount of risk involved has reached about 25 billion yuan. Among the above companies, only Jiangsu Zhongli Group Co.Ltd(002309) has released the performance forecast for 2021.
The aftermath of the thunderstorm of “private network communication service” has not subsided. On January 11, Shanghai Industrial Development Co.Ltd(600748) announced that the company recently received the supervision letter from Shanghai Stock Exchange and carried out self-examination on the accounts receivable of Shanghai shilongchuang according to the requirements of the supervision letter. By the end of 2021, the unaudited accounts receivable of Shangshi longchuang totaled about RMB 2.615 billion, some of which may involve financing trade. According to media reports, the receivables risk of Shangshi longchuang is likely to be related to the “private network communication” scam in the first half of last year.
The disclosure of annual report notice has entered an intensive period. According to the statistics of securities times · databao, up to now, nearly 580 listed companies in A-Shares have issued annual performance forecast or express report, and 77 companies have pre reduced their performance, of which 28 companies have predicted losses.
From the median forecast net profit, Baiji shenzhou-u has the most serious loss, and the company expects a loss of 11.012 billion yuan ~ 8.542 billion yuan. The company said that the loss was mainly due to the continuous expansion of the sales scale of self-developed products in its main business in 2021. During the period, it obtained technology licensing income, increased R & D projects and continuously expanded and promoted the project progress. The median predicted net profit of Jiangsu Zhongli Group Co.Ltd(002309) , Shenyang Jinshan Energy Co.Ltd(600396) , Shanghai Electric Power Co.Ltd(600021) , Shenzhen Wenke Landscape Co.Ltd(002775) has a loss of more than 1 billion yuan.
In terms of the year-on-year decrease in performance, Shenzhen Wenke Landscape Co.Ltd(002775) , Sinodata Co.Ltd(002657) , Xueda (Xiamen) Education Technology Group Co.Ltd(000526) , Dongguan Eontec Co.Ltd(300328) , Shenyang Jinshan Energy Co.Ltd(600396) , Changsha Dialine New Material Sci.&Tech.Co.Ltd(300700) net profit decreased significantly, and the median expected decrease was more than 1000%.
printing and distributing the development plan of modern comprehensive transportation system in the 14th five year plan
On January 18, the State Council issued the development plan of modern comprehensive transportation system (hereinafter referred to as the “plan”). The main goal set in the plan is that by 2025, the integrated development of comprehensive transportation will be basically realized, substantial breakthroughs will be made in intellectualization and greening, the comprehensive capacity, service quality, operation efficiency and overall benefits will be significantly improved, and the development of transportation will move forward to the world-class level.
The plan proposes to accelerate the in-depth promotion and application of intelligent technology, promote the in-depth integration of new technologies such as Internet, big data, artificial intelligence and district chain with the transportation industry, and innovate the operation and management mode. The plan also proposes to steadily develop travel services such as autonomous driving and vehicle road coordination, encourage the testing and application of autonomous driving in limited areas such as ports and logistics parks, and promote the development of intelligent public transportation, intelligent parking and intelligent security inspection.
Securities Times · databao combed that among the more than 70 autonomous driving concept stocks, 11 stocks, including Shenzhen Emperor Technology Company Limited(300546) , Haxc Holdings (Beijing) Co.Ltd(300928) , Beijing Certificate Authority Co.Ltd(300579) , have risen by more than 10% this year. Shenzhen Emperor Technology Company Limited(300546) led the increase, with a cumulative increase of 55.27% since January.
Institutions pay high attention to the automatic driving sector. Since December 2021, Thunder Software Technology Co.Ltd(300496) , Zhejiang Crystal-Optech Co.Ltd(002273) , Foryou Corporation(002906) have been investigated by more than 100 institutions. The number of institutional researchers of Thunder Software Technology Co.Ltd(300496) reached 352, and Thunder Software Technology Co.Ltd(300496) was rated as “excellent partner of Huawei intelligent vehicle solutions”. The company recently said on the investor interaction platform that Qualcomm and Microsoft are both partners of the company.
Up to now, 7 shares of Thunder Software Technology Co.Ltd(300496) , Huizhou Desay Sv Automotive Co.Ltd(002920) , Beijing Bdstar Navigation Co.Ltd(002151) , Qiming Information Technology Co.Ltd(002232) , Navinfo Co.Ltd(002405) , Guangzhou Automobile Group Co.Ltd(601238) , Ningbo Tuopu Group Co.Ltd(601689) have issued performance forecasts for 2021. Except Qiming Information Technology Co.Ltd(002232) , the performance of other shares is expected. China Automotive Engineering Research Institute Co.Ltd(601965) has released the performance express. The net profit attributable to the parent company in 2021 is about 692 million yuan, a year-on-year increase of 23.86%.
The performance of Navinfo Co.Ltd(002405) has successfully reversed the loss. It is estimated that the revenue will be 2.9 billion yuan – 3.1 billion yuan in 2021, with a year-on-year increase of 35.03% – 44.34%, and the net profit attributable to the parent company will be 101 million yuan – 131 million yuan, reversing the loss year-on-year. The company said that the commercialization and mass production cooperation of high-precision map, automatic driving data compliance platform, automatic driving solution and intelligent Internet service increased significantly, and the operating revenue of advanced auxiliary driving, automatic driving service and Internet of vehicles increased significantly year-on-year in 2020.
Since the beginning of this year, 16 autonomous driving concept stocks have received net purchase of northbound funds, Byd Company Limited(002594) , Changzhou Xingyu Automotive Lighting Systems Co.Ltd(601799) , Huizhou Desay Sv Automotive Co.Ltd(002920) have received cumulative net purchase of northbound funds, all of which exceed 200 million yuan.
