Three cards in 90 days! In the capital market, Niu Sanzhang Jianping took the whole family and passed his own funds.big dealAnd the cumulative bidding methodHaleyThe shares reached 98.987 million shares and levied Haili creatures three times in three months. The reason why Niu Sanzhang Jianping is desperate for Haley Bio is closely related to the current business environment of the company, especially the impact of the recent hog fever on livestock vaccine. But for now, whether the pig vaccine can be tested successfully, Haili Bio is facing a lot of pressure, pig prices, policy changes, capacity reduction and so on. In fact, before Haley Bio, Zhang Jianping’s capital map of A shares has already penetrated all walks of life, but in terms of recent transcripts,ZTE(000063),BOE A(000725),Letv(300104) and other listed companies have been included in the bag by Zhang Jianping, but unfortunately continue to step on the black swan.
Three-degree arbitrage Haili Biology Zhang Jianping dragged his family with a desperate throw
The era of money-stricken rivers and lakes has ended. Under the strict supervision of the supervision, it seems that Niu San is no longer rushing to commit crimes. The profit-making model of the “limits and death squads” is unsustainable. The short-term investment in the A-share market for more than a decade has also been Forcing a long-term investment? Just, is transformation so easy?
January 8, Haley BioannouncementSaid that as of the close of the day, the companyshareholderZhang Jianping and his concerted actions have increased the holdings of Haili Bio with 98.87 million shares of Haili Bio, which accounted for 15.37% of the total share capital of Haili Bio, and this time, the increase of 32.20 million shares, through the transaction of block transactions and centralized bidding. It accounts for 5% of the total share capital of Haley.
In fact, this is already in less than 90 days, Zhang Jianping and his concerted actions on the third placard of Haili Biology. From the second quarter of 2018, the top ten of Haley BiotechCirculating shareholderIn October, the first placard was held in November for the second time, and now it is arbitrarily listed.
On October 16, 2018, Haley Bio announced that Zhang Jianping, Fang Wenyan and Fang Deji held a total of 5.0007% of the company's stock. The announcement shows that Zhang Jianping and Fang Wenyan are husband and wife relations, Fang Wenyan and Fang Deji are father and daughter relations. Since three people act in concert, they constitute a placard.
The reporter noted that this time Zhang Jianping was a family to participate in the investment of Haley. The announcement revealed a small detail: the son of Zhang Jianping also "out of the mountain"! The announcement shows that a person named Fang Zhangle and Zhang Jianping formed a concerted action. Fang Zhangle's ID card address is located in Lin'an City, Zhejiang Province. His address is Xiacheng District of Hangzhou City. He was born in 1994. This is one of the few appearances of Fang Zhangle in the capital market.
Haley Bio is a specialized veterinary biological product manufacturer integrating R&D, production, sales and service. The main products include livestock and poultry vaccines, mainly for pig vaccines, which basically cover the pigs involved. All vaccine varieties.
The success of the pig vaccine trial is still unknown. The “pig cycle” has caused shrinking customer demand.
The reason why Niu Sanzhang Jianping is desperate for Haley Bio is closely related to the current business environment of the company, especially the impact of the recent hog fever on livestock vaccine. According to the analysis, Haili Bio is facing a lot of pressure, pig prices, policy changes, and capacity reduction, etc.
According to the analysis, due to the advent of a new round of “pig cycle”, the current pig price has fallen, and the farmers are at a loss, which has led to a shrinking demand for vaccines, and the company is mainly affected by pig vaccines and channel customers. .
In addition, due to the cancellation of the compulsory immunization policy for swine fever and highly pathogenic swine blue ear disease, the income from the government procurement of Haley Bio-Preparation is further reduced compared to 2017, while the subsidiary Yangling Jinhai is still in the market development period. Haili Bio's project “Animal Vaccine Industrialization Technology Transformation Project” involves the suspension of production of the company's live vaccine and inactivated vaccine, which has affected the company's production capacity. Its core product, the pig ring vaccine, is basically The status of the production and sales"PerformanceNot working.
For the research and development of the African swine fever vaccine, Haley Biotechnology previously stated on the interactive platform on December 4, 2018 that the African swine fever is currently not available in the world with effective preventive vaccine products. The company will have an African swine fever epidemic. Development maintains a high degree of attention and increases research and development efforts on this kind of virus vaccine products.
At present, the products of the national mandatory immunization biological products produced by Haley Biotechnology are live vaccines and inactivated vaccines for highly pathogenic swine blue ear disease and live swine fever vaccines. In 2014, 2015 and the first half of 2016, the company's national compulsory immunization biological products sales revenue from the government's bidding and procurement was 399.111 million yuan, 48.034 million yuan and 230.8018 million yuan, accounting for the company.Operating incomeThe proportions are 13.74%, 15.17% and 14.76%, respectively.interest rateThey are 83.85%, 81.01% and 85.49% respectively. The national compulsory immunization biological products sales from the government tender procurement are one of the important sources of the company's income and profits. Changes in the above policies will have a greater impact on the sales revenue of products purchased by the company's government.
Zhang Jianping's A-share investment map
In fact, before Haley Bio, Zhang Jianping’s capital map of A shares has already penetrated all walks of life, but in terms of recent transcripts,ZTE,JingdongFang A, LeTV and other listed companies have been included in the bag by Zhang Jianping, but unfortunately continue to step on the black swan.
In August 2016, Zhang Jianping participated in the non-public issuance of LeTV. He subscribed for 24.88 million shares at a price of 45.01 yuan/share, costing 1.12 billion yuan. After that, LeTV began to transfer 10 to 10 high in 2017, and the total number of shares held by Zhang Jianping was extended to 49.76 million shares. LeTV, in crisis, in January 2018Resumption of tradingAfter that, there were 12 consecutive down limit. Under the influence of the new regulations on reduction, Zhang Jianping still holds 24.88 million shares, the mostNew sharesThe price is 2.84 yuan. According to the latest stock price reference, Zhang Jianping's loss and floating loss in LeTV is expected to exceed 900 million yuan.
The 2017 annual report shows that Zhang Jianping's parents-in-law Fang Deji and Li Fengying quietly boarded the list of the top ten shareholders of ZTE's current shareholders. If the stock price is calculated at the time, the market value exceeds 2 billion yuan. I did not expect that ZTE was subjected to US sanctions in early 2018. After the resumption of trading in June, it suffered a continuous down limit. At the end of the second quarter, Zhang Jianping’s parents were withdrawing from the top ten tradable shareholders. The estimated loss may exceed 1 billion yuan.
And in December last year, Zhang Jianping wasBeibei High-techThe appearance of the short-term operation was immediately alerted by the regulatory authorities. There have been hot-selling traders who revealed that with the strengthening of market supervision, the money-making model of the “limits and death squads” that the traders have been keen on is unsustainable. Whether it is a daily limit, event driven or betReorganizationIt is difficult to rely on short-term speculation to make profits. In the past two years, most of the hot money for the crimes committed by the wind has been imposed a huge fine.
(Article source: Investment Express)