As the end of the year approaches, the annual Securities Times e-company arrived as scheduled. What’s even more surprising is that there is still a chance to bring the New Year gift pack home in participating in the voting! ! !
In 2022, the capital market is still lively as usual, with emergencies that affects the direction of the industry, and new regulatory regulations that affect the market. Some companies are riding the wind and climbing to the peak of market value; some companies are becoming popular in other ways and creating market hot spots; some companies are disappointed and may encounter temporary setbacks or fall into major crises.
This year, countless hot spots have emerged and countless hot spots have dissipated. Securities Times e Company has always adhered to the main position of reporting listed companies, and is committed to providing investors with valuable information and bringing fresh and rich content to readers.
Looking back at 2022, which news events impress you? Securities Times e Company has selected 20 listed company news, and please vote together to generate the "Top Ten Listed Company News of 2022".
2022 Top Ten News Candidates for Listed Companies
1 and A-share companies exceeded 5,000, and the market size and quality wings flew together
November 22, with the listing of two new stocks, the number of listed A-share listed companies officially exceeded 5,000. In the second year of the implementation of the "14th Five-Year Plan", A-shares have entered a new era of "broad bumper harvests", and China's capital market ushered in another important milestone.
Listed companies are a complex that jointly supports a total market value of 85 trillion yuan. Vertical perspective, compared with the "old eight-piece" and the market value of billions of yuan in 1990, the market size and quality of the two wings flew together; horizontally, the A-share market size has ranked second in the world, and the IPO financing amount of the Shanghai and Shenzhen Stock Exchanges ranked first and second in the world in the first three quarters of this year, and China's A-shares have become one of the most important capital markets in the world.
2. The China Securities Regulatory Commission resumed equity financing for real estate companies, and real estate stocks set off a wave of private placement fundraising
real estate companies’ equity financing has been restarted. On November 28, the China Securities Regulatory Commission issued five measures to adjust and optimize the equity financing of real estate companies, and will be implemented from now on. Specifically, it includes: restoring mergers and acquisitions and restructuring of listed companies related to housing and supporting financing , restoring refinancing of listed companies and listed companies related to housing, adjusting and improving the overseas market listing policies of real estate companies, further giving full play to the role of REITs to revitalize the existing assets of real estate companies, and actively playing the role of private equity investment funds.
After the new policy of refinancing for real estate companies was implemented, real estate stocks set off a wave of fundraising, and a number of companies such as Shimao Shares , Fuxing Shares, Damingcheng, and Tiandiyuan have quickly launched plans for private placement. Vanke Major shareholder Shenzhen Railway Group requested the shareholders' meeting to give the board of directors a general authorization to issue the company's shares, becoming the first leading real estate company to release a refinancing plan.
3 and Kweichow Moutai implemented special dividends for the first time, and its market value returned to 2 trillion
On November 28, Kweichow Moutai announced that it plans to distribute special dividends of 27.5 billion yuan. At the same time, the controlling shareholder will also take out part of the dividend income to increase his holdings in company's shares. This is the first time that Moutai has implemented special dividends since its listing, and it is also the second time that dividends have been announced this year. The next day, Moutai's stock price rose, and its market value returned to 2 trillion yuan.
In October this year, the "bearish theory" of the liquor sector spread, and the stock price of Kweichow Moutai once hit a new low in the past two years. During this period, Moutai and China Wine Industry Association spoke out many times to support the liquor industry. The China Alcoholics Association also issued a document saying that since October, the liquor sector in the capital market has experienced a sharp decline, resulting in emotional and panic-style irrational adjustments, and there has been a serious "value divergence" between the stock price of the capital market and the real economy.
4. The leader of "fruit chain" was "cut" by major customers, and the annual performance is expected to be cut in half. The leader of "fruit chain" Goertek announced on November 8 that the company recently received a notice from a major overseas customer to suspend the production of one of its smart acoustic whole machine products. Regarding rumors such as being "kicked out of the fruit chain", the relevant person in charge of Goertek responded that rumors such as "kick out of the fruit chain" were obviously rumored. The company only suspended a customer's product at the demand, and the rest of the projects are cooperating normally, including the rumors of fines, which are false information.
What kind of losses will the "cut orders" from major customers bring? Goertek Co., Ltd. has recently lowered its 2022 performance forecast, with estimated net profit of 1.71 billion yuan to 2.137 billion yuan, and fell by 50% to 60% year-on-year compared with .Previously, the company expected its annual profit to be 4.061 billion yuan to 4.702 billion yuan.
5. The regulatory authorities frequently "draw the sword". The chairman of the leading lithium battery diaphragm was surveillance and lived in
Since November, the number of cases of A-share companies and related parties being investigated has increased significantly. More than 20 companies have disclosed the news of the investigation within the month. Among them, suspected illegal and irregular information disclosure and suspected illegal and irregular stock trading are the main directions of the China Securities Regulatory Commission to draw its sword.
It is worth noting that the filing and investigation agencies are not limited to securities regulatory departments, and the categories involved tend to be diverse. Among them, the intervention of public security as an administrative agency has become an important feature. In November, the chairman and general manager of the leading lithium battery diaphragm Enjie Co., Ltd. was designated for residence surveillance, and related matters are still to be investigated; today, the actual controller and chairman of the international community were suspected of concealing the proceeds of crimes for others and concealing the proceeds of crimes by the public security organs.
6, " dedicated network communication " scams have been continuously shocked, and more than 10 companies have been investigated
Last year, the 90 billion "dedicated network communication" scam that shocked the A-share market has gradually entered the stage of accountability. Since Shanghai Electric's first explosion in May last year, more than a dozen A-share companies involved in dedicated network communications services have been investigated in the past year.
Since November this year, *ST Zeda, Hezhong Sizhuang, *ST Kaile, ST Hongda and other companies have successively received the "Previous Notice of Administrative Penalties and Market Ban" from the China Securities Regulatory Commission. As the ticket was implemented, the illegal facts and methods of the listed company's conspiracy to carry out false self-circulation business were revealed. In addition, Sui Tianli, the operator who was hidden behind the scenes through shareholding, was also severely punished by regulators.
7. "Soy sauce Mao" was caught in the "double standard" storm of additives, and its market value evaporated by 100 billion yuan in one month
During the National Day, the "double standard" storm of Haitian Flavor Industry's additives continued to ferment. After responding twice, on October 9, Haitian Flavor Industry clarified in the form of an announcement, saying that the products are sold to more than 80 countries and regions around the world. Whether in domestic or international markets, there are high, medium and low grade products, all selling products containing food additives and products without food additives. As the company's largest consumer market, in order to meet the diversified needs of consumers, while ensuring product quality and safety, the domestic product lines are more diverse.
In addition to public opinion pressure, "Soy sauce Mao" also faces tests on the business side. Haitian Flavor Industry's single-quarter revenue and net profit in the third quarter of this year decreased by 1.77% and 5.99% year-on-year respectively. In the secondary market, Haitian Flavor Industry's stock price fell by nearly 30% in October, and its market value evaporated by more than 100 billion
yuan.
8. China's "magic weapon" for heating in Europe is "selling crazy", Rainbow Group has become popular because of the concept of "electric blankets"
The old small home appliance company Rainbow Group suddenly became popular because of the concept of "electric blankets". On the evening of October 10, Rainbow Group received a letter of concern from the Shenzhen Stock Exchange, requiring the company to explain the sales revenue and revenue share that electric blankets and other products have been realized at home and abroad. In the past 9 trading days before this, Rainbow Group scored 6 limit up , and its stock price soared by nearly 90%.
The concept of "electric blanket" has become popular, reflecting the hot export trend of China's "magic weapon" for heating. Affected by the European energy crisis and other factors, since this year, export orders for heating equipment such as air source heat pump , electric heaters, baby heating, electric blankets, etc. in my country have surged, and most of the relevant stocks have emerged from a big rise.
9 and Fosun system denied the "rumor of 650 billion yuan in debt overhead" and intensively reduced its holdings in many companies
In September this year, Fosun system was reported to "650 billion yuan in debt overhead" and "were asked by China Banking and Insurance Regulatory Commission to survey the debt exposure of commercial banks." Fosun System denied this. Fosun International Chief Financial Officer also emphasized at the performance briefing that "650 billion" is a misunderstanding of the market. The debts of financial institutions and the traditional debts of enterprises are not the same concept. Fosun International's real corporate debt is only 260 billion yuan.
The frequent reduction of Fosun system's holdings has also become the focus of the market. Since the beginning of this year, the Fosun Group has launched a contraction strategy and has reduced its holdings in more than 10 listed companies including Jinhui Liquor , Fosun Pharma , Qingdao Beer , Hainan Mining , Yuyuan Shares, and Zhongshan Public Utilities. Among them, there are many "clearance-style" reductions.
10, The RMB exchange rate "broke 7", and the exchange gains and losses of listed companies reversed
After more than two years, on September 15, the RMB exchange rate "broke 7" again. The RMB exchange rate against the US dollar has been depreciating since April this year. For industries with large overseas financing positions and large US dollar liabilities, exchange rate depreciation can be called a profit "assassin". In the first half of this year, the four major airlines, Hainan Airlines, Air China, China Southern Airlines and China Eastern Airlines , had a total exchange loss of nearly 10 billion yuan.
But judging from all A-share data, more export-oriented companies have become more competitive. Many export-oriented companies have achieved a reversal in exchange profit and loss indicators this year, and their losses have turned into gains. In the first half of the year, 2,763 A-share companies experienced exchange gains, accounting for nearly 60%. The number of A-share companies that generated exchange income in last year's half-year report was only 912.
11. It is difficult to desensitize rumors about centralized purchasing, and "Northeast Yaomao" has dropped to its limit 4 times this year.
In August this year, a draft of Zhejiang's centralized purchasing document was circulated in the market. Growth hormone appeared on the list of online rumors. This triggered a flash crash of "Northeast Yaomao" in Changchun High-tech, and its market value evaporated by more than 9 billion yuan in one day. However, the final centralized purchasing documents showed that it was a false alarm, and the Zhejiang centralized purchasing varieties did not contain growth hormone.
Recombinant human growth hormone is the star product of Changchun High-tech. Changchun High-tech's four lower limits this year are all related to centralized purchasing. Among them, the first three limit drops occurred at the beginning of the year. From January 19th to 21st, Changchun High-tech fell to the limit for three consecutive trading days. At that time, growth hormone was included in the centralized procurement of Guangdong's 11 provinces and regions. It was also the first time that growth hormone entered the centralized procurement.
12, over 100 Chinese concept stocks have been "pre-delisted", and the Sino-US audit supervision cooperation agreement eases delisting concerns
In March this year, the US Securities Regulatory Commission, in accordance with the " Foreign Company Accountability Act ", included BeiGene and other five Chinese concept stocks in the "pre-delisting list" on the grounds that it could not fully and effectively obtain and inspect audit manuscripts, which triggered a sharp decline in US and Chinese concept stocks. On July 29, companies such as , Alibaba, , etc. were included in the "pre-delisting" list, and the total number of "pre-delisting" Chinese concept stocks exceeded 150.
html On August 26, the China Securities Regulatory Commission announced that it had signed a audit regulatory cooperation agreement with the Ministry of Finance and the US Public Company Accounting Oversight Board. The two parties have taken an important step in resolving the issue of Sino-US audit regulatory cooperation. If subsequent cooperation can meet their respective regulatory needs, it is expected to solve the issue of audit supervision of Chinese concept stocks, thereby avoiding passive delisting from the United States.13. Silicon material giant Tongwei Co., Ltd. entered the module track, and its integrated layout disrupted the photovoltaic industry.
In August this year, silicon material leader Tongwei Co., Ltd. was shortlisted for China Resources Power's photovoltaic module centralized procurement, triggering a collective plunge in the A-share component sector. The greater significance of Tongwei 's entry into the component track is that the leading photovoltaic manufacturer that originally advertised specialization has officially launched an integrated layout.
Two years ago, there was still a debate in the photovoltaic industry about which development path was better: integration or specialization. However, as two leading companies, Zhonghuan and Tianhe, as well as a number of photovoltaic rookies, successively entered the integrated track, Tongwei, which had previously taken the direction of specialization, once became an alternative.
The four major component manufacturers, JinkoSolar , Trina Solar , Longi Green Energy and JA Solar, also revealed common trends in their semi-annual reports - industry integration production capacity expansion is continuing to advance, and each manufacturer has set huge production capacity targets.
14, Evergrande Property The mystery of the "disappearance" of 13.4 billion in deposits was revealed, and many executives were dismissed
On March 21 this year, the "Hengda Series" listed companies China Evergrande , Evergrande Property, and Evergrande Auto were temporarily suspended. The next day, the reasons for the suspension of by three companies were revealed. When Evergrande Property, an important subsidiary of China Evergrande, reviewed its 2021 financial report, it was discovered that there were approximately 13.4 billion yuan in deposits and pledged deposits provided by third parties, which had been enforced by the relevant banks.
Nearly four months later, the preliminary investigation results came out: the loans related to Evergrande's property pledge were flowed back to China Evergrande through a third party (after deducting fees) for use in its general operations. China Evergrande stated that it is discussing with Evergrande Property a plan to repay the amounts involved in the above-mentioned pledge, mainly by transferring assets to Evergrande Property to offset the relevant amounts.At the same time, several senior executives involved in the "Evergrande Group" were asked to resign from relevant positions, including China Evergrande executive director Xia Haijun .
15, the three major airlines signed large orders in adversity, and planned to order nearly 300 Airbus aircraft over 200 billion yuan
In 2022, the depth and sustainability of the epidemic's impact on my country's civil aviation industry exceeded expectations. The top four companies in the A-share semi-annual report losses are all passenger airlines. In the first half of the year, all of the three state-owned airlines suffered losses of 10 billion yuan, with a total loss of nearly 50 billion yuan.
In the industry adversity of increasing losses in the first half of the year, the three state-owned airlines unanimously purchased aircraft "big-making" to "lock" the pace of the aviation industry's recovery in advance. On the evening of July 1, China Southern Airlines , Air China and China Eastern Airlines successively announced signing aircraft purchase agreements with Airbus , intending to purchase a total of 292 A320NEO series aircraft, with a total basic price of approximately US$37.2 billion (over 200 billion yuan).
16. "Bi Wang" was born, and BYD market value exceeded one trillion yuan for the first time
After earning enough orders in the consumer market, BYD's call in the capital market has also become increasingly higher. On June 10, BYD's total market value exceeded one trillion yuan mark for the first time, becoming the first independent brand car company to reach a one trillion yuan market value.
BYD's market value exceeded one trillion yuan at that time, the production and delivery of domestic automakers gradually emerged from the shadow of the epidemic, and BYD was not affected much in this round of epidemic, and its sales performance was the only one. The cumulative sales volume from January to May exceeded 500,000 vehicles. This result ranks first among domestic automakers during the same period and has a significant gap with its followers.
17, "Oriental Selection" live broadcast "out of the circle", New Oriental stock price soared, and the education sector set off a wave of daily limit
In June this year, New Oriental's "Oriental Selection" live broadcast room suddenly became popular. After the bilingual live streaming "out of the circle", the stock price of Hong Kong stocks New Oriental Online soared, the A-share education sector set off a wave of daily limit increases, and the market enthusiasm rose with fans in the live broadcast room. Among them, New Oriental Online's stock price soared nearly 7 times in just 9 trading days (June 6th to 16th).
The big A-shares, which have always been good at exploring concepts, have also ushered in a fresh theme - New Oriental Live Streaming concept stock . Dozens of listed companies responded to whether investors were cooperating with "Oriental Selection" on the interactive platform.
18. A-shares ushered in the largest wave of delisting, and more than 40 companies were forced to withdraw
2022 As the second year after the implementation of the "strictest" new delisting rules, A-shares ushered in the largest wave of delisting in history. After the end of the "annual report season" at the end of April, the pace of delisting of A-shares accelerated. By early June, the Shanghai and Shenzhen Stock Exchanges had issued decisions to terminate listings to more than 40 companies, far exceeding the total number of delisted companies last year.
Among them, the revenue deductions are deducted from the new regulations to accurately curb listed companies' sudden revenue generation, and the "non-standard delisting" also plugs the company's sudden shell protection behavior. The power of financial portfolio indicators and audit opinions have been demonstrated, which has promoted the "survival of the fittest" in the capital market.
19 and Jiuan Medical earned 160 million yuan in the first quarter, with a profit of 15 times the total of the past decade
Since last year, the new crown antigen home self-test kit was authorized for emergency use in the United States, Jiuan Medical quickly became a market star company, and its performance has also benefited significantly from the new crown test kit products. In the first quarter of this year, Jiuan Medical became the "growth king" of A-share earnings, with revenue of 21.737 billion yuan in the first quarter, an increase of about 66 times year-on-year; net profit was 14.312 billion yuan, an increase of about 375 times year-on-year; basic earnings per share reached 31.39 yuan. How good is the performance of
? Wind data shows that Jiuan Medical's total profit in the past decade (2012-2021) was 940 million yuan. This is equivalent to the money Jiuan Medical earned in one quarter, 15 times the total of it in the past decade. If calculated based on the 90-day calculation in the first quarter, it is equivalent to a net profit of about 160 million yuan per day, and the "money printing" speed is comparable to Moutai.
20, "Nickel King" Qingshan Holdings was shorted by "epic" and A-share partners were implicated
In March this year, nickel on the London Metal Exchange (LME) soared, and rumors about Qingshan Holdings being forced to hold nickel short futures contracts are rampant.
As an important global stainless steel and nickel iron manufacturer, Qingshan Holdings has close cooperation with many A-share companies. Affected by this news, Qingshan Holdings' A-share partners fell sharply and responded.Among them, Huayou Cobalt announced after two consecutive days of lowering the limit that the nickel futures market has experienced abnormal fluctuations recently. At present, the company has not been forced to liquidate its positions, and the risks are controllable. There is uncertainty in the future trend of nickel futures, which may lead to the risk of losses in the company's hedging business.
Voting and Lottery Rules
Among the 20 news above, which ones are the top ten news in your mind? Welcome to participate in the voting. It is worth reminding that you can also win good gifts by voting.
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