"Lean meat" hit the double sinks development 56 funds disturbed
Source: Internet
Author: User
"Uncertainty still exists. If the incident is not affected, the overall listing process is not expected to be affected, after all, the company is now not high valuations. But if things go like the previous melamine event, the consequences are serious. Everything will be ready after the company has issued a clarification announcement. "March 16, a heavy warehouse holds double sinks development (000895. SZ) 's fund manager in the telephone quite some helpless said to the reporter. On the same day, the double sinks Development Bulletin said, March 15, the media to "CCTV 315 Special Operations: Lean pork into the double sinks Company" as the title, reported that the pig will be fed with "lean meat fine" pig sales to Jiyuan Food Co., Ltd. content. The company suspended from 16th, pending verification of the relevant matters after the card. In fact, the "lean meat Essence" incident in the day before the suspension has affected the shares, its share price was smashed to a halt, fell 8.66 yuan to 77.94 yuan. At the end of November last year, the development of a dual exchange of assets restructuring program, causing market concern. The double sinks group and its affiliated parties will inject 33.94 billion yuan assets into the double sinks development to realize the whole meat processing business listing. After the announcement, the unit even pulled 6 trading board. As of the end of 2010, a total of 56 funds flocked to hold 146,051,535 shares, accounting for the development of two-way shares in the proportion of up to 24.1%. March 15, the development of double sinks, resulting in the fund's circulation market value of 145,964,935 yuan impairment. Will the capital injection process or the delayed development of double sinks, which are of considerable concern, be affected? Huatai Securities researcher Zhang Yin predicted that the rectification of Jiyuan Food Co., Ltd. (hereinafter referred to as Jiyuan), which involved enterprises, would greatly delay the injection process of the double sinks group, but would not affect the overall listing of the group. 16th, this reporter contacted the double sinks development Dong Qi Yongyao, Taiqi told reporters, Jiyuan double sinks just intend to inject assets, is not listed company assets, the group has delegated production Vice president in conjunction with local enterprises and authorities to verify the relevant situation, there is no further information. Once the results of the investigation, the company will promptly release the clarification notice. The reporter learned that as the relevant situation is being verified, there is no conclusion, the company and the agency is only a number of preliminary communication, has not held institutional exchanges. In the afternoon, this reporter calls the double collection Deputy general manager Du Junfu want to further understand the relevant situation, Du Junfu told our correspondent in the telephone, because the media too much, the company drafted a statement, all the information issued by the Declaration. 16th, the statement issued by the company's official website said that the group attaches great importance to media reports, immediately convened a meeting to study the deployment of investigation and processing work, ordered Jiyuan plant production of self-examination, and sent the group in charge of manufacturing deputy general Manager and related personnel stationed in the Jiyuan plant for rectification and treatment. This reporter learned that Jiyuan double sinks is a subsidiary of the group, founded in September 18, 2008, by the double Exchange group wholly-owned set up, registered capital of 90 million yuan. 2009In June, the double sinks group increased its capital, with a registered investment of 200 million yuan. 2009, the company's pig slaughter capacity of 260,000, about 2.16% of the group slaughter volume. Jiyuan Double Sinks 2008, 2009, 2010 1-May audited net profit is 84,200 yuan, 5.556 million yuan and 31.528 million yuan respectively. "Because this incident involves a double sinks brand, it is likely to affect the consumer's recognition of the company's products, the key to see how the company to take response measures, if properly handled will not have a substantial impact on the company's operations." Before the development of the event is clear, investors are advised to wait and see. "Zhang Yin said. Another researcher, who declined to be named, said the market was overreacting. The main problem is that the group subsidiaries operate illegally and the management is not in place. The incident will have a negative impact on the company in the short term, but given the large size of the company and the high level of consumer loyalty, the long-term impact will not be too great. This January, the Ping An Securities analyst published a strongly recommended research report. The report said that the company's product structure will be improved after the reorganization, the next five years will be double sinks development of high-speed expansion period. The proposed injection of asset structure is superior to the double sinks prior to reorganization. According to the literature, the proportion of 2009 years of low temperature meat products to be injected into the meat is 54%, which is higher than that of the original double sinks 24%. Its judgment, in 3-5 years, low-temperature meat products are in rapid development period, and high-temperature meat products in a stable development period, the future yield composite growth rate of 23% and 17% respectively. Institutions passively "beaten" the sudden stock risk, institutional investors are also difficult to be immune. The development of the double sinks March 15, a total of 8.0206 million shares, accounting for the end of 2010, the fund accumulated 146,051,535 shares of 5.49%. Industry insiders believe that this shows that the day only a small number of chips killed fell out. SSE data show that the top five of the buy, sell seats are dedicated to the organization. Among them, the five big selling seats are sold 216.2595 million yuan. The average selling price of 81.16 yuan on the day, the first five institutions total only 2.6646 million shares thrown. Great wisdom Capital flow shows that the double sinks on the day the net outflow of funds 168.6577 million yuan. Among them, super Main fund net outflow 100.9576 million yuan. Statistics show that the 2010 at the end of the fund holding double sinks, the shareholding market value of more than 1 billion yuan has Societe Generale Global (hereinafter called Hing), Cathay, Dacheng and Huaxia Four fund companies, respectively, 1,999,823,300 Yuan, 1,258,521,000 yuan, 1,158,815,800 yuan and 1,155,230,600 yuan. Among them, Hing full of all the convertible bonds, Xing Quan trend and global Vision 3 funds at the end of the final shareholding of 1.25 million shares, 14.4682 million shares, 7.2683 million shares, the total market value of the final stock is up to 108.7496 million yuan, 1,258,731,200 yuan, 632,342,550 yuan. [Page] CathayThere are 8 funds in the heavy warehouse holding the unit, Cathay is the first valuation priority, Cathay Gold tripod, Cathay and Thai Golden Dragon, Cathay Taurus, Cathay Jinpeng, Cathay's location advantages, fund Jintai, fund Jinxin, the final stock number is 399,900 shares, 5.5554 million shares, 330,000 shares, 2.5682 million shares, 960,500 shares, 1.9536 million shares, 1.6119 million shares, 1.0861 million shares, the total market value of the final stock is 34.7955 million yuan, 483.3224 million yuan, 28.71 million yuan, 223.4339 million yuan, 83.5656 million yuan, 169.9664 million yuan, 140.2381 million yuan, 94,489,134 Yuan. And the big into its strategic return, the core of dual-power, positive growth, value growth, Jing Yang leading, enhanced income A6 only fund heavy warehouse to kill, the cumulative hold 13.3197 million shares. China Department of heavy warehouse funds are dividends, returns, returns 2nd, blue Chip core, the final total holds 13.2785 million shares. In addition, the value of the time line growth, franchise value, the theme of industry funds, KA Real value-added services industry, value advantages, stable funds and the south of the Bao Yuan bonds, safe-haven value-added, Heng Yuan Capital preservation, active allocation, steady growth, steady growth 2nd, 6 funds, respectively, at the end of 2010, the cumulative shareholding of 11.301 million shares, 9.2164 million shares and 8.9584 million shares, at the end of the total market value of 983.1891 million yuan, 801.8246 million yuan and 779.3837 million yuan. As for the fund, does the dual-exchange development of huge sums of money become another "hot potato"? The reporter contacted the big and the time fund related personage, all has the company to have the discipline request, inconvenient to comment to the unit to comment. Zhu Ping, deputy general manager of GF Fund, thinks that the sudden risk of a stock can only be resolved by two ways, one is to strengthen the research on the fundamental of the company, and the other is to strengthen the combination to resist the risk of stocks.
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