(Original title: The mysterious daily limit before the suspension, the A-share “death squads” accurately stepped on the point, a coincidence? The 20 trillion track has a blockbuster policy, which concerns nearly 200 million people, and the pension concept stocks are coming)
Opinions on strengthening aging work in the new era were released, and 11 pension concept stocks were valued at less than 10 times.
Sony Financial’s mysterious daily limit before trading suspension
Yesterday evening, Sony Financial issued an announcement that the company intends to purchase 75.62% of the shares of Shenzhen BAK Power Battery Co., Ltd. and raise matching funds. At the same time, it will be mainly engaged in financial guarantees, small loans, pawns and financial leasing companies. Equity purchases from listed companies. Before the announcement, the company had been suspended for 10 trading days and will resume trading today.
It is understood that BAK Power is one of the leading lithium battery companies. Its predecessor is BAK Electronics (Shenzhen) Co., Ltd., which was established in 2005 and is mainly engaged in power battery business. Its products mainly include new energy vehicle batteries and consumer electronics batteries. At present, its cumulative installed capacity of new energy vehicles for power batteries exceeds 200,000, and it mainly produces cylindrical power batteries for new energy vehicles.
There are 23 shareholders of BAK Power. A-share companies such as Changxin Technology and Zhongli Group are the top five shareholders, and Shenzhen Venture Capital is also listed. Yesterday evening, Changxin Technology also announced that it intends to irrevocably delegate the voting rights corresponding to all the shares of Sony Finance held by the company through this exchange to Sony Group for exercise.
Before the announcement of the plan to acquire BAK Power, Sony Financial’s performance in recent years was not satisfactory. Past financial report data shows that the company’s performance has continued to decline since 2019, and the 2020 annual report has even suffered a loss. The net profit attributable to the parent in the first three quarters of this year was only 9 million yuan, a year-on-year decrease of 69.51%. Reached 37.68%.
It is worth noting that before the company plans to suspend trading in major asset restructuring, the stock price trend has changed. The company’s stock price has continued to rise since the end of October. The day before the suspension, the company’s stock price opened lower and closed at a daily limit. The cumulative increase in the two weeks before the suspension was about 35%, close to recovering all of the stock’s decline this year.
This month’s stock price’s daily limit during suspension and reorganization frequently occurred. Just one trading day before Sony Financial’s suspension, DunAn Environment announced a change in planning control and suspended trading. Before the suspension announcement was issued, the company’s stock price had a continuous daily limit for two consecutive days. Rising, a cumulative increase of 29.72% in 6 trading days.
Before trading suspension and reorganization, tens of billions of private equity increased positions accurately
According to the shareholder information of the trading day before the restructuring suspension disclosed by Sony Financial yesterday, compared with the third quarter report, the two private equity funds of Shanghai Tongyi Investment Management Co., Ltd. (hereinafter referred to as “Shanghai Tongyi”) entered the top ten newcomers The tradable shareholders, holding a total of nearly 6 million shares, hold a stock market value of over 50 million yuan. Two private equity funds have never appeared in the shareholder list of Sony Financial before. Such precise stepping points are admirable.
Shanghai Tongyi was established in 2015. In October last year, according to the private equity ranking statistics, Shanghai Tongyi was listed on the tens of billions of private equity, becoming one of the 60 tens of billions of private equity in the entire market. However, Shanghai Tongyi has been familiar with the market because of its continuous “stepping on thunder”. In the third quarter of last year, the institution’s newly promoted stocks successively showed vigorous “pumps” and “flash crashes”. The stock price cut has become the norm, and the A-share “death squads” were ridiculed.
The most well-known example is Guangzhou Langqi stepped on thunder. Shanghai Tongyi entered in the third quarter of last year and increased its position to the third largest tradable shareholder in the fourth quarter, holding more than 16 million shares. Then in the first quarter of this year, Guangzhou Langqi shocked the capital market. “Washing powder runs off” incident. There is also stepping on Lei Haozhi Electromechanical. At the end of the third quarter of last year, three of its funds became new shareholders. Haozhi Electromechanical had a flash crash in December, and it fell by more than 40% in just one week. Shanghai Tongyi’s Kaiwen Education, Rascomda and many other stocks have fallen sharply, and their assets have shrunk rapidly. From the above investment perspective, Shanghai Tongyi is keen to invest in small and medium-sized stocks.
Opinions on Strengthening the Work on the Elderly in the New Era
Yesterday evening, the “Opinions of the Central Committee of the Communist Party of China and the State Council on Strengthening Work on the Elderly in the New Era” was released. The “Opinions” pointed out that it is necessary to improve the elderly care service system, improve the health support system for the elderly, promote the participation of the elderly in society, and strive to build an elderly-friendly society. Actively cultivate the silver-haired economy and so on.
The “Opinions” call for improving the level of health services and management for the elderly, and actively giving play to the role of primary medical and health institutions in providing quality Chinese medicine services for the elderly. By 2025, the proportion of general hospitals at the second and above level to set up geriatric medicine will reach more than 60%. Strengthen the construction of geriatric hospitals, rehabilitation hospitals, nursing homes (centers, stations) and special care hospitals, and establish a two-way referral mechanism for medical care, rehabilitation and nursing care.
The “Opinions” proposes to strengthen the construction of facilities for the elderly, and accelerate the realization of the goals of nursing beds in elderly care institutions and colleges (schools) for the elderly. By 2025, a batch of elderly care service facilities will be built in the old city and built-up residential areas in conjunction with the transformation of old urban areas and the construction of residential areas to make up for shortcomings, and the “one quarter of an hour” home care service circle will be gradually improved.
According to the latest “China Statistical Yearbook 2021” released by the National Bureau of Statistics, as of the end of last year, there were 190 million people over 65 years old in China. China’s elderly population exceeded 100 million in 2005. In just 15 years, the number of elderly population has nearly doubled, and China is facing an aging society.
There is huge room for future development of the elderly care industry. According to data released by the Ministry of Industry and Information Technology, the market size of my country’s pension industry is expected to exceed 20 trillion yuan in 2030. According to the “Guiding Opinions on Promoting the Development of the Elderly Products Industry” jointly issued by the Ministry of Industry and Information Technology and other relevant ministries at the end of 2019, the total scale of my country’s elderly products industry will exceed 5 trillion yuan in 2025.
According to the statistics of the Securities Times and Databao, there are 54 stocks in the A-share market that are deployed in the pension industry. In terms of performance, the net profit attributable to the parent of the seven pension concept stocks has more than doubled in the first three quarters. Taiji Group has the highest increase of 1425.54%. The company achieved a net profit of 248 million yuan attributable to the parent in the first three quarters. Production and sales of over-the-counter medicines. Other top growth rates include World Union Bank and Zhifei Biology.
Some pension concept stocks have low valuations. Data treasure statistics show that the latest rolling price-earnings ratio of 11 shares is less than 10 times. Ingram Medical’s latest valuation is the lowest at 3.13 times. Others with lower valuations include China Merchants Shekou, Shanghai Pharmaceuticals, and Xinhua. Insurance and other stocks. Among the pension concept stocks, real estate, insurance, and banking stocks have relatively low valuations, which are involved in pension insurance, pension finance, and pension residential area construction.
Disclaimer: All information content of Databank does not constitute investment advice. The stock market is risky and investment needs to be cautious.
.