China Bao ' An graphite mine incident suspicion Broker report collective error

Although China Baoan (21.17,-0.68,-3.11%) (000009, closing 21.17 yuan) publicly clarified there was no graphite ore on March 1, the doubts that floated over the "graphite mine event" remained.　　"Daily economic news" reporter further investigation found that not only is ping an securities, Xiang-wealth securities, Xinda Securities and other brokerages, are in their respective research report that Bao ' an owned graphite ore, this and Baoan the latest clarification of the content is obviously "at odds". At the same time, the daily economic news, March 2, reported that Bao ' an has denied the graphite mine ping ' an securities research report was suspected, there are people in the industry to the press, "the securities dealers wrote in Bao ' an has graphite ore information from the mouth of Baoan executives," the personage further revealed that late last year, Bao ' An has specifically convened a "closed-door meeting" for institutional investors.　　At the meeting, Baoan operations president, Dong-Lou soldiers clearly said, "Baoan group has graphite ore, and enough for 20 years."　　What is this all about, the "closed-door meeting" to the agency's disclosure of graphite ore in just a few months later, Baoan in the Shenzhen Stock Exchange investors interactive platform to give a public denial?　　Securities companies reported collective "error" In addition to ping an securities, a number of brokerage research reports have mentioned Bao ' an has graphite ore, including well-known brokerages. Xiang-Wealth Securities released on September 6, 2010, "China Baoan: Real Estate and the value of new energy significantly underestimated" research report. The report said, "The Betry can provide nearly 268 million tons of reserves, suitable for lithium ion two times batteries for high-quality Graphite mineral Resources, to ensure that the supply of raw materials stable and sustainable." "Guotai in the" valuation laying the bottom line graphene opens huge space for development "in a report published January 21 this year," Bao ' an has natural scale-like graphite main Origin reserve-Heilongjiang Jixi graphite ore, proven reserves are extremely rich, for the subsequent graphite anode materials, graphene development opened a huge space. Fidelity Securities in the February 21 this year, "Graphene let stock fly" report in detail said: "Bao ' an subsidiary of Betry has China's natural flake graphite, one of the main origin of Heilongjiang Jixi graphite ore ... JIXI Graphite ore grade is very high, enough to meet the needs of Betry for their own use. Heilongjiang province also hopes to integrate the entire graphite resources, so we judge the future of Baoan has the possibility of acquiring minerals, especially non-metallic minerals. In addition, Jixi graphite ore contains potassium, the future of how the company will operate, which brought the market a certain amount of imagination.　　"So many researchers seem to be very optimistic about this graphite ore, but in the March 1 this year, China Bao ' an public clarified that there is no graphite ore, this is what is going on, is the organization collective error?" In response to this situation, the daily economic news reporter interviewed a senior researcher, he said there were often two possibilities for such a situation: the researchers had communicated with each other before the report was written, or some researchers had consulted other peers while writing the report; the second possibility was that the major institutions hadThe same source of information. Yesterday, the reporter interviewed a researcher who wrote the report, he said, "It was written in the report that Baoan owned graphite ore, neither for reference to other people's reports, nor for the researcher to communicate with each other, writing all from the information from the Baoan research." "The person who reported that he had mine at the meeting." After that, a person familiar with the matter told the Daily economic news reporter that a "mysterious meeting" was crucial to the event.　　The meeting was said to be mysterious because ordinary investors were not eligible to participate, and the meeting was aimed only at institutional investors. Bao ' an mainly has the Securities affairs representative Zhangxiaofeng, the operation president, the Dong Secret Lou soldier participated in this meeting.　　The newspaper said to the daily economic news reporter.　　The meeting time is December 7, 2010, the day of China Baoan Rose 3.17%, the newspaper received 16.90 yuan. "The meeting process is actually not special. First, the Securities representative Zhangxiaofeng to introduce the basic situation, and then by Dong-Lou Soldiers to supplement, and finally is the most important part of the question.　　"The feed person introduced the process of the whole meeting.　　According to the report, the participating agencies are still most concerned about Baoan's new energy business, special subsidiaries Betry, and the current market focus-graphite ore. Some people asked, "graphite ore is Betry or Baoan group?"　　"Dong-Lou soldiers answered very clearly," is Baoan Group, and Baoan group is not someone else, is the listed company in Bao ' An, China. "Are the main raw materials of Betry derived from this mine?" "At the time, Lou's answer was," Betry has not used it all, and there are suppliers elsewhere.　　The graphite mine, now one is Jixi has a graphite ore, and the second is Jixi has a graphite industrial park.　　This and the March 1 "Daily economic news" reporter interviewed China Baoan dong secret Office People's statement is very different, at that time the answer is, "As far as I know, we have only one graphite industrial park in Jixi, no mine." At the internal meeting of the Organization, there were also questions about the reserves of the graphite ore: "It is said that the mine has 100 million tons of reserves?" "It's been years, and I've forgotten how much it has."　　But for us, at least for 20 years of development, this is the most basic, "Lou Bing also stressed that" Jixi mine has been the mining rights, and "We have been using, have been used for several years."　　From the Lou Soldier's answer can be seen, Bao ' an not only has graphite ore, and has been used for several years, the future will be enough for 20 years, and mining rights.　　In addition to the above, China's Bao ' an executives also disclosed a lot of sensitive content at the institutional investors ' meeting. For example, has been favored by the outside world to do the positive material of the heroes technology, Lou soldiers revealed at the meeting, "Bao ' an is preparing to peel off the heroes." We are looking into this issue and there is no announcement. "One of the main reasons for stripping the heroes, according to Lou Bing, is to Betry split listing," if the Betry and the heroes together, under the control of the same control of the asset integration, BetteA two-year delay in listing is not a good deal.　　"In the meeting, also mentioned the High-profile Betry last year, a private equity increase, raise funds 250 million yuan, 14 million shares and other content." Public information not seen equity transfer "In fact, I have been to research the company, Baoan always said there is such a mine."　　"The newspaper was very puzzled by the sudden denial of the graphite mine to Bao ' an. In fact, the first study of Ping An securities, which referred to graphite ore, was written before the organization's internal meeting.　　"Daily economic news" reporter inquires the three quarterly Bulletin of Baoan, "in received research" a column, clearly shows Ping an securities in September last year to the company conducted a survey. "We conducted field research on Bao ' An in China and exchanged the company's leadership on the situation of the industry and the company," the report, published on September 6, 2010, said.　　Xiang-Finance securities later said in the report, a new Energy Investment Co., Ltd. Heilongjiang Baoan can provide nearly 268 million tons of reserves for Betry, suitable for lithium ion two times battery of high-quality graphite mineral resources.　　Reporter inquires The disclosure of information revealed in Bao ' An, the company was founded in June 2008, most likely is the operation of graphite ore body. June 30, 2008, Baoan, China held a meeting of the Board of directors, through the joint investment with Hu Yuchi, Hou Xu, Heilongjiang Baoan New Energy Investment Co., Ltd. of the resolution, of which Bao ' an shareholding 66.67%; by the second half of 2009, Bao ' an held the company's shares increased to 90%, The company's business scope includes "graphite mining and graphite products and related industries, development, production, sales" and so on.　　In China Bao ' an 2010.5 annual report, still can be traced to the company, the proportion of shareholding has not changed, the second half of last year also did not issue a transfer of the company's shares announcement.　　Since it has not been transferred, the agency's research report also mentions the existence of the company, so why does Bao ' an now deny it? The company responded to China Baoan silence in response to the "graphite mine incident," the various doubts, the daily economic news reporter yesterday called China Baoan, hoping to prove to the company the following facts: First, whether on December 7, 2010 to participate in an exchange meeting with institutional investors;　　Whether disclosed the company in Jixi has the graphite ore and so on related question.　　However, China Baoan Dong office staff to "according to the provisions of the Shenzhen, the company in the regular report 30 days before the disclosure of media interviews," as the basis for rejection.　　Subsequently, the reporter repeatedly called China Baoan Dong Lou Bing, but its mobile phone has been in no answer to the state, Midway also repeatedly appeared in the secretary desk tip is not in service. The reporter noted that on March 1, China Baoan in the investor relations platform answered investor-related sensitive issues, including rumors about the company's 100 million tons of graphite ore. China Bao ' an annual report booking date is March 23, investors asked the time in the company's annual report published 30 days before theDavid Ann was able to publicly answer investors ' questions at a sensitive time, but now claims to be unable to accept interviews with media-related issues.　　As early as March 2, "daily economic news" reporters will be related to the company's request to fax to China Baoan, but as of press, the reporter has not received any response from China Baoan. Based on Ping An securities and China Baoan are located in Shenzhen, the "Daily economic news" reporter and the Shenzhen Securities Regulatory Bureau has made contact, the bureau's media director said that the Shenzhen Securities Regulatory Bureau related departments will try to understand the matter, hope to draw conclusions as soon as possible.