(Original title: Thunder exploded! The 5-connector photovoltaic bull stock was ST, it was the controlling shareholder’s pot! The number of cases of hepatitis in unknown children increased to 650, and the capital from the north increased its positions in these concept stocks)
Zhongli Group was arrested by ST due to the issue of capital occupation by the controlling shareholder; hepatitis of unknown children has attracted global attention.
Occupation of funds could not be resolved in a timely manner
Wulian board photovoltaic bull stock was ST
Recently, Zhongli Group, a photovoltaic bull stock on the Wulian board, issued a trading suspension notice. Due to the non-operating funds of the company’s controlling shareholder and related parties occupying a balance of 877 million yuan, the company’s stock trading will be subject to other risk warnings. The company’s shares were suspended for one day from the opening of the market on May 30, and resumed from the opening of the market on May 31. The abbreviation was changed to “ST Zhongli”.
According to Zhongli Group’s reply to the Shenzhen Stock Exchange’s letter of concern, the capital occupation in 2021 is mainly due to the company or a third party in the supply chain paying suppliers, and the controlling shareholder’s related party unilaterally borrows from the supplier later; or the controlling shareholder The related party borrowed from the business unit with the balance of accounts receivable, which is the situation that the controlling shareholder occupied the company’s funds for non-operating purposes without notifying the company.
The occupation of non-operating funds has exposed the great problems in the internal control management of Zhongli Group. The audit of the company’s 2021 annual financial report was issued with a qualified opinion, which mainly involves matters such as the completeness of the disclosure of funds occupied by the controlling shareholder’s related parties.
According to the company’s announcement, the number of frozen shares of the controlling shareholder Wang Boxing and his concerted actors is 160 million shares, accounting for 89.6% of the company’s shares held by them. Among them, all the company shares held by Wang Boxing were frozen by the judicial system.
Benefiting from the favorable export of European photovoltaics in the early stage, Zhongli Group closed five consecutive daily limit prices from May 17 to 23; and after replying to the inquiry letter from the Shenzhen Stock Exchange, it fell for four consecutive days, with a cumulative decline of 25.73%.
According to the annual report data, Zhongli Group will achieve revenue of 10.558 billion yuan in 2021, a year-on-year increase of 16.88%. The photovoltaic industry is the company’s largest revenue segment, with a revenue of 5.275 billion yuan, accounting for 49.96%; the communication industry ranks second, with a revenue of 2.154 billion yuan, accounting for 20.41%.
However, the company’s net profit performance was not satisfactory, with a loss of 3.866 billion yuan. The company stated that due to the thunderstorm of the private network business, 2.352 billion yuan of accounts receivable, prepaid accounts, inventories, financing guarantees, and long-term equity investment losses were accrued. At the same time, due to soaring raw materials and sea freight, the production capacity was not fully released, and the operating loss was 1.026 billion yuan.
However, in the past two years, the losses of Zhongli Group have become somewhat normalized. Since 2020, except for the profit of less than 40 million yuan in the first quarter of 2021, the rest of the regularly reported net profit performances are all losses. In the latest first quarter of 2022, the company lost 63 million yuan again. The latest shareholder number is 54,000.
Global unidentified childhood hepatitis cases rise to 650
According to WHO’s news on the 27th, between April 5 and May 26, 33 countries and regions have reported 650 cases of unexplained childhood hepatitis to WHO, and another 99 cases have yet to be distinguished. . The clinical symptoms of these 650 children with hepatitis were more severe than in the past, and the proportion of acute liver failure was higher.
Hepatitis in children is usually associated with viral infections, the most common being the five types of hepatitis A, B, C, D, and E. According to the WHO, laboratory testing has currently ruled out the aforementioned hepatitis viruses in children with hepatitis of unknown etiology, while SARS-CoV-2 and/or adenovirus have been detected in samples from some cases. The role of the two in the pathogenesis of the above-mentioned hepatitis cases is unclear.
ECDC data shows that of 181 adenovirus tests, 110 were positive, and the positive rate of whole blood samples was as high as 69.5%. However, the WHO said that the apparent association of these cases with adenovirus may only be an “accidental” due to issues such as incomplete sampling and limited testing capacity, most likely due to increased laboratory testing for adenovirus and increased levels of adenovirus community transmission .
According to the WHO report, at least 38 children have required liver transplants, and there have been 9 deaths. At present, the etiology, source and mode of transmission of these childhood hepatitis are still unclear, and WHO has limited information to temporarily classify the global risk of the disease as intermediate.
17 Hepatitis Concept Stocks Received Northbound Funding
At present, my country has not found any unknown cases of hepatitis in children, but my country is the country with the heaviest burden of liver disease in the world. There are 90 million hepatitis B virus carriers, 10 million hepatitis C virus carriers, 170-310 million patients with non-alcoholic liver disease, and 7 million patients with liver cirrhosis. Except for most hepatitis C patients who can be cured, other liver diseases are difficult to cure, and clinical specific drugs are urgently needed. The domestic market for hepatitis B clinical cure drugs alone is expected to reach nearly 100 billion.
According to statistics from Securities Times·Databao, in the A-share market, there are more than 100 listed companies involved in liver disease testing and drug treatment, with a total market value of more than 1.2 trillion yuan. Pien Tze Huang has the largest scale, with a value of 178.2 billion yuan; Huadong Medicine, Kangtai Bio, and Jinyu Medical are the largest, with more than 30 billion yuan.
Combined with the 2021 annual report and the agency’s forecast of the net profit growth rate in 2022, the net profit growth rate of 7 stocks such as Tebao Bio and Oriental Bio is expected to exceed 50% for two consecutive years. Among them, Jincheng Pharmaceutical, Mingde Bio and Jiangsu Wuzhong are expected to have net profit for two consecutive years. Doubled year-on-year. Judging from the first quarterly report, the net profit of most individual stocks achieved a high year-on-year increase. Only Furui and Jiangsu Wuzhong fell year-on-year, and the remaining three quarters were under great pressure.
Since April, 17 stocks have been increased by northbound funds, of which 6 stocks have increased their positions by more than 100%. Pony Test and Fuxiang Pharmaceutical are the top performers. The wholly-owned subsidiary laboratory of Pone Test can carry out clinical testing experiments involving pathogenic microorganisms including hepatitis B and C viruses. Weifang Aotong, a subsidiary of Fuxiang Pharmaceutical Co., Ltd., produces antiviral drugs such as lovir, which can be used to synthesize drugs for the treatment of liver disease virus infections.
In terms of valuation, the latest overall valuation of the hepatitis sector is 19.64 times, and the rolling price-earnings ratio of testing concepts such as Daan Gene, Mingde Bio, and Oriental Biology is generally lower than that; the rolling price-earnings ratio of drug treatment concepts such as Jilin Aodong and Tasly is also lower than this level.
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