Recently, the A-share industrial cannabis sector is really hot, but the stocks that have been infected with this concept once performed well, which triggered the high attention of the Shenzhen Stock Exchange.
The "Daily Economic News" reporter noted that three listed companies have recently received inquiries and letters of concern from the Shenzhen Stock Exchange because of the industrial cannabis concept.Longjin Pharmaceutical(002750, SZ),Dezhan Health(000813, SZ),Chengzhi shares(000990, SZ).
Among them, Longjin Pharmaceutical did not disclose the relevant information after receiving the inquiry letter, but it disclosed the reply on the evening of March 12.announcementIt explains the qualifications and operation status of the proposed acquisition target, and the risk of foreign investment. What is more interesting is the Dezhe Health and Chengzhi shares. The counterparties of the two companies are from the same group and have been questioned for several reasons.
3 company received attention letter or inquiry letter
On the evening of March 12, Longjin Pharmaceutical disclosed a number of announcements including its 2018 annual report, including a reply to the Shenzhen Stock Exchange inquiry letter. It turned out that Longjin Pharmaceutical received a letter from the Shenzhen Stock Exchange on March 8. However, the company did not disclose it before, and the reporter did not find it on the website of the Shenzhen Stock Exchange.
The concern of the inquiry letter is the acquisition plan of Longjin Pharmaceutical into the industrial cannabis field. On February 28, Longjin Pharmaceutical announced that it is related to Yunnan Muya Agricultural Technology Co., Ltd. (hereinafter referred to as Yunnan Muya).shareholderSigned an agreement to increase the capital of Yunnan Muya by 15 million yuan and obtain 51% of its equity. The main business of Yunnan Muya is the large-scale cultivation of industrial cannabis.
After the news was disclosed, Longjin Pharmaceutical's share price continued to harvest 7 daily limit orders from March 1st to 11th. On March 13, Longjin Pharmaceutical's share price rose again. According to the statistics of Tongdaxin stock trading software, the range of Longjin Pharmaceutical's share price rose by 131.28% on the 9th trading day from March 1st to 13th.
Longjin Pharmaceutical also made relevant risk warnings in the response letter – including trading risks and planting risks.
According to the unaudited financial data of Yunnan Muya, in 2017 and 2018, they respectively achieved revenues of 1.198 million yuan and 6.342 million yuan, respectively.Net profit12.2 million yuan, 1.577 million yuan. According to the relevant shareholders of Yunnan Muya, the net profit realized by Yunnan Muya in 2019~2021 is not less than 5 million yuan, 5.5 million yuan and 6.05 million yuan respectively.
Longjin Pharmaceutical said that such as Yunnan Mia can be completed in 2019PerformanceCommitment, contribution to the company's performance is about 18% of the net profit attributable to shareholders of listed companies in 2018.
In addition to Longjin Pharmaceutical, Dezhan Health received two letters of concern on March 11 and 12 respectively. Chengzhi shares also received a letter of concern on the 12th.
The two companies are involved in the trading of industrial cannabis, from the same group system, so we will talk separately below.
Is the stock price skyrocketing leaked in advance?
According to the health disclosure of Dezhan, the listed company and Hanzhong Enterprise Management Group Co., Ltd. (hereinafter referred to as Hanzhong Group) signed a framework agreement, stipulating that Hanzhong Group will hold its hemp investment group Co., Ltd. (hereinafter referred to as hemp investment) 25 % sharesPledgeGive De show health. Chengzhi shares disclosed on March 11 that it signed an agreement with Yunnan Hansu Biotechnology Co., Ltd. (hereinafter referred to as Yunnan Hansu) to transfer Yunnan Hanmeng Pharmaceutical Co., Ltd. (hereinafter referred to as Yunnan Hanmeng) held by Yunnan Hansu. 37.14% equity.
The trading partners of the two listed companies are closely related. From the perspective of equity relationship, Hema Investment is the major shareholder of Yunnan Hansu. Further up, Hanzhong Group is the major shareholder of Hema Investment. The legal representatives of the three companies are natural persons Tan Hao, the official website shows that Tan Wei is also the president of Hema Investment. However, the actual controller of the Hanzhong Group does not seem to be Tan. The equity relationship shows that Hanzhong Group is wholly owned by Dalian Hanbang Enterprise Management Group Co., Ltd. (hereinafter referred to as Dalian Hanbang), and the major shareholder of Dalian Hanbang is natural person Zhang Ke. The official website shows that Zhang Ke is the chairman of Dalian Hanbang.
The Shenzhen Stock Exchange is highly concerned about the true property rights of the Hanzhong Group and others. In the letter of concern issued to Dezhan Health and Chengzhi, the Shenzhen Stock Exchange requested the two companies to supplement the full ownership control relationship of the companies such as Hanzhong Group in block diagram or other effective form until the disclosure of natural persons and state-owned assets. Other agencies that have reached an agreement or arrangement between the management department or the shareholders, and explain the actual controllers of the subject matter of the transaction.
The change of Dezhan Health and Chengzhi shares in the capital market has also attracted the attention of the Shenzhen Stock Exchange. The reporter noted that Chengzhi shares announced its intention to enter the industrial cannabis field after the close on March 11, but its stock price won the daily limit in the morning of the same day. Since then, 12-13, Chengzhi shares have successively harvested two "word plates". ". In this regard, the Shenzhen Stock Exchange requires Chengzhi Shares to check the confidentiality of relevant information and indicate whether there is a situation in which the inside information is leaked in advance and the stock price fluctuates abnormally.
Before the announcement of the disclosure of the industry in the field of industrial cannabis, the company's share price continued to change from March 6 to 8, and the closing price of the three trading days was more than 20%. The Shenzhen Stock Exchange requires Dejian Health to indicate whether there is a situation in which the inside information is leaked in advance and the stock price fluctuates abnormally.
Regarding the reasons for the stock price change, the reporter of "Daily Economic News" called Chengzhi shares and Dezhan Health on March 13. In this regard, the staff of Chengzhi Shares and Dezhan Health Securities Department all expressed “unclear”. In addition, the reporter also tried to contact Longjin Pharmaceutical to understand the relevant situation, but as of press time, his call was not answered.
(Article source: Daily Economic News)