Enterprise Alert - Daily Risk Alert Morning Report
Friday, May 27, 2022
1, Ali's FY2022 net profit fell 59%, net reduction of 4,375 people
2, 4 more companies forced delisting
3, CSI Peng Yuan: downgrade the main body of the three ring company and the "12 Sanhuan debt" rating to A
1, Ali's net profit for fiscal year 2022 fell 59%, a net reduction of 4,375 people
On the evening of May 26, Alibaba (09988) the fourth quarter of the fiscal year 2022 and the full-year financial results came out, the full year of the fiscal year 2022, Alibaba's total revenues of 853,062 million yuan, an increase of 19%. billion yuan, an increase of 19% year-on-year; net profit attributable to ordinary shareholders was 61.959 billion yuan, down 59% year-on-year. And following the attrition of 622 people in the last fiscal year, Alibaba employees had a net attrition of 4,375 people for the year.
2, another 4 companies mandatory delisting
The evening of May 26, the Shenzhen Stock Exchange issued a notice, decided to terminate the *ST Green King (000502), *ST King Kong (300064), *ST Chenxin (002447), *ST Mangshi (002684) 4 companies listed on the stock market, the company's shares since June 6 into the delisting finishing period, delisting! The next trading day after the expiration of the consolidation period, the Shenzhen Stock Exchange will be removed from the company's stock.
3, zhaochi shares 2 billion transfer of Evergrande debt has been provided 34% bad debt
May 26, zhaochi shares (002429) announced that the controlling shareholder of Nanchang Zhaotou transfer of Evergrande debt receivable, the transaction price of about 2 billion yuan. As of the end of 2021, the company declared that the original book value of overdue and unexpired commercial acceptances and accounts receivable accepted by companies belonging to the Evergrande Group was 2.986 billion yuan, with a book value of 1.971 billion yuan, and the percentage of bad debts was 34%.
Bond Alert
1. CSI Pengyuan: Downgrade of Sanhuan's main body and "12 Sanhuan Debt" to A
CSI Pengyuan downgraded the main body of the Sanhuan Group Co. Ltd.'s main credit rating was downgraded to A, and the rating outlook of "12 Sanhuan Bond" was maintained at A.
2. CSI Pengyuan: put the main body of Haomei New Material and "Haomei Convertible Bonds" on the credit watch list
CSI Pengyuan maintained the main body credit rating of Guangdong Haomei New Material Co. Ltd.'s main credit rating is AA-, and maintains the rating outlook as stable; maintains the credit rating of "Haomei convertible bonds" as AA-; and puts the credit rating of the main body of the issuer and the credit rating of Haomei convertible bonds on the credit watch list.
3, CITIC: Chenming Paper main body and "18 Chenming Bond 01" and other credit rating watch list
CITIC maintains the main body credit rating of Shandong Chenming Paper Group Co. 17Lu Chenming MTN001", "19Lu Chenming MTN001" and "19Lu Chenming MTN002" debt credit rating of AA+, and put the credit rating of the main body and debt on the credit rating The credit ratings of the main body and the debt are put on the credit rating watch list.
4, Fenghua Jiaotong Investment: 2021 new borrowings accounted for 29.34% of the previous year's net assets
Ningbo Fenghua District Transportation Investment Development Group Co., Ltd. announced that the company's net assets at the end of 2020 was 4.010 billion yuan, and as of the end of 2021, the cumulative amount of new borrowings in that year was 1.176 billion yuan, accounting for 29.34% of the company's net assets at the end of 2020. 29.34%.
5, Hangzhou city construction: subsidiaries involved in major litigation
Hangzhou City Construction Development Group Co., Ltd. announced that wholly-owned subsidiary Hangzhou City Investment Leasing Co. v. Hefei Wanda City Investment Co. Ltd., Hangzhou Shironghuiying Real Estate Co., Ltd. and Sunac Real Estate Group Co., Ltd. bank deposits of RMB 122 million or other corresponding value of the property seized and detained. At present, the case is in the first instance, not yet concluded.
6, Tianshun wind energy: wholly owned subsidiary to provide security
May 26, Tianshun wind energy (Suzhou) Co., Ltd. announcement disclosed that the company intends to wholly owned subsidiary of the company's Suzhou Tianshun wind energy equipment limited credit 500 million yuan to provide the highest amount of joint and several liability guarantee guarantee matters. As of the announcement date, the company's actual guarantee amounted to 4,679.5 million yuan, the actual guarantee amount accounted for 60.18% of the company's audited net assets at the end of 2021.
Stock Alert
1, innovative medical former vice president and director of Jianhua Hospital Liang Xicai was sentenced to 12 years in prison in the first trial
May 26, innovative medical (002173) announced that the Zhuji City Court on the The company's former vice president and director of Jianhua Hospital Liang Xicai case to make a first-instance verdict, and the penalty decided to carry out a prison term of 12 years, and a fine of RMB 750,000 yuan.
2, Peng Du Farming and Animal Husbandry: bank account of about 12,779,500 yuan was frozen
Peng Du Farming and Animal Husbandry (002505) announced that the company's bank account of about 12,779,500 yuan was frozen. The freezing of the bank account is mainly due to the company's borrowing and lending dispute with Lu Lihong.
3, spinning pole information: controlling shareholder Chen Jiangtao held 13.97 million shares by judicial auction
May 26, spinning pole information (300324) announced that the controlling shareholder, the actual controller Chen Jiangtao held 13.97 million shares of the company's shares by the judicial auction, the shares involved in the round freeze corresponding to the lifting.
4, Ming Lida subsidiary due to safety production violations were ordered to suspend production and a fine of 408,000
Ming Lida (301268) recently announced that wholly-owned subsidiary of the Sichuan Ming Lida due to the existence of some of the illegal acts by the Emergency Management Bureau of the city of Guang'an City, was ordered to suspend production and a fine of 408,000 yuan of administrative penalties.
5, Yonghui Supermarket chairman of a single day to reduce holdings of 180 million shares of the market value of more than 800 million yuan
Yonghui Supermarket (601933) May 26 announcement, the company's chairman of Zhang Xuan Song on the 26th through the bulk trading way to reduce holdings of the company's shares a total of 180 million shares, reducing the proportion of the company's total share capital of 1.98%. As of the close of trading on May 26, Yonghui Supermarket share price closed at 4.51 yuan / share, this estimate, Zhang Xunsong reduced the market value of the shares about 812 million yuan.
6, Cubic Digital Technology received the Shenzhen Stock Exchange regulatory letter because the fund-raising funds for the pledge
Shenzhen Stock Exchange on May 26 to cubic digital technology (300344) issued a regulatory letter. 2021 August to December, the company will be part of the fund-raising funds from the special account to the company's general account to supplement the liquidity, but also from the general account to the transfer to wholly owned subsidiary of the anhui cuifang. Anhui Cube used the funds to purchase certificates of deposit and pledge them during this period, violating the relevant regulations.
7, Xinning Logistics: chairman of the company and senior management resignation
Xinning Logistics (300013) May 26 evening announcement that Mr. Zhou Bo for personal reasons to apply for resignation as chairman of the board of directors, general manager; Mr. Zhang Feifei for personal reasons to apply for resignation of the company's financial controller; Mr. Zhu Chenjun for personal reasons to apply for resignation of the company's deputy general manager, Mr. Zhu Chenjun applied for the resignation of the company's deputy general manager and secretary of the board of directors.
Financial peer warning
1, the regulatory notification of securities branches on the microblogging group information control is insufficient, and other issues
May 26, Shenzhen Securities Regulatory Commission in the official website of the latest phase of the "securities and futures institutions regulatory Newsletters". For the securities asset management subsidiary of the asset securitization business internal control mechanism is not sound, the securities branch of the micro-credit group information control is insufficient, the investment consulting institutions do not keep business records in accordance with the provisions of the problem, the Shenzhen Bureau of Securities Supervision to be informed of the prompt.
2, automatic financial services will meet the adjustment has been suspended by the bank
Recently, a large state-owned bank issued a "notice on the cessation of automatic financial services," said that since May 30, will stop an open-ended RMB financial products automatic financial services. In the view of analysts, in the long run, non-standardized financial products will gradually reduce, financial products will gradually tend to be like a fund, the product form more and more concentrated, more and more standardized.
3, "China Plains Bank" is suspected of illegal establishment of banking financial institutions, illegal to engage in the business activities of banking financial institutions
May 26, Guangdong Banking and Insurance Bureau issued a notice on "China Plains Bank" suspected of illegal behavior, said the China Banking and Insurance Regulatory Commission and its agencies have not approved the permit The China Banking Regulatory Commission (CBRC) and its dispatching agencies have not approved or licensed the preparation, establishment and operation of the relevant banking financial institutions, and the China Plains Bank is suspected of illegally establishing banking financial institutions and illegally engaging in the business activities of banking financial institutions.
4, Hengqin Huizhou win equity investment by the Guangdong Securities Regulatory Bureau ordered to correct
May 26, Guangdong Securities Regulatory Bureau issued a notice that, after investigation, the Hengqin Huizhou win equity investment management company limited in the process of carrying out the management of private investment fund business, there is a post-investment management of the independence of the lack of diligence in the performance of the duties of the fund administrator; did not manage to carry out an effective rating of the private fund products, risk management deficiencies. The company also failed to conduct effective rating of the private fund products it managed, and had deficiencies in risk management. The Guangdong Securities Regulatory Bureau decided to take the administrative measures of ordering corrective actions on Hengqin Hui-Win Equity Investment.
5, because of the violation of the provision of government financing, etc. China financing tube Inner Mongolia Autonomous Region Branch was fined 700,000
May 26, according to the Banking and Insurance Regulatory Commission news, China Huarong Asset Management Company Limited Inner Mongolia Autonomous Region Branch because of the borrowing of new to repay the old to cover up the project risk, violation of the provision of government financing, the Inner Mongolia Bureau of Yin Yinxian fined RMB 700,000 yuan.
Industry Alert
1, "Ugly" on the 9 hot search! Human Education Society responded to the Ministry of Education to intervene in the investigation
2, moon cakes and dumplings, the new national standard modified packaging up to 3 layers, the volume reduced by 42%
May 26, the General Administration of Market Supervision held a press conference to limit the over-packaging of commodities requirements of national standards for food and cosmetic products No. 1 revised single has been approved, the provisions of the food and cosmetic products of the packaging clearance rate, the number of layers of packaging, packaging costs and other technical requirements, covering confectionery, packaging, packaging, and other aspects of the packaging. Aspects of the technical requirements, covering confectionery, alcohol, tea, beverages, health food and other 31 categories of food, will be August 15, 2022 implementation.
3, supermarkets in the first quarter of the performance of ice and fire
According to the retail research center statistics, the first quarter of 2022, 14 listed supermarket companies to achieve revenue of 57.717 billion yuan, net profit of 1.113 billion yuan. Only Yonghui Supermarket, Jiajiayue, Tianhong, Hongqi Chain, Andeli, Jiangxi Guoguang Chain 6 enterprises revenue growth, the remaining 8 enterprises revenue for negative growth.
4, from January to April this year, there are 1,400 4S stores shut down
China Automobile Circulation Association's survey shows that: from January to April this year, there are nearly 1,400 4S stores retired from the network, every day there are about 11 4S stores shut down and retired from the network, which Beijing Hyundai, Buick, Dongfeng Peugeot, Skoda and other joint-venture brands retired from the network rate of as high as 57%.
5, 5 schools irregular fees typical problems were informed
May 26, according to the Ministry of Education website, the National Inter-ministerial Joint Conference Office of the governance of education fees notified 5 schools in the name of education informatization of the typical problem of irregular fees to investigate and deal with the situation. The briefing emphasized that schools should not charge students and parents any fees as a service charge and fee-for-service program, and should not force students to buy in the name of the family committee and so on.