On the eve of the release of the flame communications major shareholders fled

Beacon Communication (600498.　　SH) again exerting force.　　September 27, the flames of communication tail suddenly pulled up, the whole day Rose 6.12%, closed to 36.26 yuan.　　News from China's information industry network said that the national "863" project "the development and development of photonic crystal fiber and Devices", which was jointly undertaken by Beacon Communications, Beijing University of Posts and telecommunications, Tsinghua and Tianjin universities, was successfully adopted by the National Science and Technology Experts group in Wuhan. From July 5 to the present, the beacon from 23 yuan to rise to the highest 37.29 yuan, the rise of up to 54.49%.　　August 26, the War of communication received 63.68 million Yuan central state-funded budget technology innovation funds, so that the market to meet its expectations.　　And in this positive, the war communications major shareholder in Wuhan Postal branch of the high level of reduction also followed.　　September 7, the War of communications issued a notice, said its controlling shareholder Wuhan Posts and Telecommunications Research Institute (hereinafter referred to as "Postal Academy"), between January 13, 2010 to September 3, 2010, reduce the listed company 5.145 million shares, accounting for its total share capital of 1.16%. October 16 This year, the flames of communication for one year's issuance of additional lifting expired.　　Some organizations to reporters bluntly, Wuhan Postal Academy at this time in advance retreat, "regardless of the interests of institutional investors, people feel that they have no confidence in the company's prospects, its motives puzzling." High-level fled the agency revealed that the war communications major shareholder in Wuhan Postal branch is in two time period concentrated reduction: first, the first quarter of this year's stock market Gaokaigao, Wuhan Postal Branch Hospital resolutely reduced the 3.6412 million shares. Weighted average price of 29 per quarter. 13 Yuan conservative calculation, its sleeve now up to 1. 600 million yuan; the second is August 26 before and after the company received subsidies from the Treasury. Stimulated by this message, the beacon of communication prices rose, Wuhan Postal Science Institute also began to reduce significantly. For the second time, the average price is 33. 87 yuan calculation, 149.　　880,000 shares, about 50.76 million yuan worth. The above-mentioned agency Personage says, the notice of the beacon of the war is concealed. Because the first reduction has not reached 1%, careful investors can only in the beacon communication of the quarterly and half of the annual report can be found in large shareholder's reduction.　　and the second reduction in the sensitive period, so the major shareholders used a fuzzy time period. Industry people, affected by the concept of 3G, the first quarter of this year, the flames of communication shares rose, the highest reached more than 30 yuan. But at this time, the mood of the war communications executives, and the stock market trend, the most clear the situation of the company: the three major operators in 2009 invested too much, the 2010 order has been delayed. As the main supplier of the three major operators, the beacon communication situation is difficult.　　As a result, large shareholders to reduce stocks, when in reasonable. The move was a "victory flight".　　October 16, 2009, the War of communications to include Fortis Bank, Guangdong Ying Feng Investment Holding Group Co., Ltd., including 8 strategic investors, 31.8 million shares, raise funds 559 million yuan. And with the release of the coming year, the pressure to reduce the organization will follow.It is clear that the controlling shareholder's Postal Institute has taken a step forward. On the afternoon of September 27, the reporter on the above facts to the beacons of communications Dong Go Jun to prove that, it is a meeting for the, declined the reporter's interview.　　Dong Jianghua, a representative of the company's securities business, said it was unclear why big shareholders had reduced their holdings.　　The lifting pressure of a year ago, the war on the distribution of the additional price of 17.57 yuan, 6 of the institutions and natural Ye Xiangyao, has earned a bowl full.　　September 27, the beacon of communication to the 36.26 yuan, in this calculation, the investment of strategic investors has doubled. Among them, Fortis Bank to spend 105.5 million yuan, the purchase of additional 6 million shares, the current market value has been as high as 218 million yuan.　　And also involved in the Minmetals Group Finance Co., Ltd., Societe Generale Global Fund, Shanghai Tian Di Technology Investment Development Co., Ltd., Guangdong Ying-feng Investment Holding Group Co., Ltd. and in the directional additional market has a lot of achievements in Jiangsu Rui Hua Investment Development Co., Ltd. "For these strategic investors, when the participation in the issue, the market point is higher than the present, so for them, after the lifting of the ban, the short period of the bag for Ann may be very large."　　"The head of the Shanghai Investment Agency, a regular participant in the project, said to reporters.　　And from the listed company semi-annual report of the situation, the agency to the Beacon communication is the trend of increasing. Among them, Pacific Life in 2010 2 quarters of the flame communication, half a year to hold the company 9.7888 million shares, for its third largest circulating stock shareholders. Another risk capital Xinhua life, but also new Jin for the company's top ten circulating shares of shareholders, to 3.526 million shares, ranked tenth.　　In addition, Jing shun Great Wall Ding Yi, shun Cheng Four Seasons Red, South performance excellent growth, etc., also slightly increase.　　The proportion of shareholders in the top ten circulating shares also increased from 43.92% in the first quarter of 2010 to 2010.5 annual reports of 45.99%. However, an institutional investor in Shanghai believes that the above institutions are in the low price of the signal, now they make money, do not rule out some institutions want to retreat.　　With two capital forces added together, the pressure to lift the ban on communication is never easy.　　3G Illusion supports the price of the beacon, in addition to the company's fundamentals, is largely the concept of triple network integration and smart grid.　　Beacon Communication in August 26 received the 63.68 million Yuan Innovation fund, but also in its triple-net integration concept with heavy weights.　　Gold Securities said in its report that the special funds will help companies to increase investment in research and development in the short term, accelerate the development of strategic information technology, and further enhance and consolidate the optical communications and the next generation of network core competitive advantage. "In the next 5 years, the company will continue to be in the three-network integration, the next generation network and other areas of access to national special financial support or tax concessions are more likely."　　National Gold Securities said in its report. Beacon Communication 2010.5 Annual report shows that the first half of this year to achieve operating income of 2.457 billion yuan, net profit of 185 million yuan, year-on-year growth of 26% and 30.5% earnings per share 0.42 yuan.　　But revenue and net profit growth in the two quarter also showed a downward trend.　　In the two quarter, the company's earnings and net profits grew 20.7% and 25.6% year-on-year, respectively, compared with 34.6% and 42.9% in the first quarter, according to a semi-annual report. "This is a common phenomenon in the industry," Guotai said in its report, "This year's operators have lagged behind."　　"But that's not the truth," he said.　　A number of domestic telecommunications equipment manufacturers disclosed that the three major operators this year sharply reduced the price of centralized procurement equipment, which undoubtedly affected the profit of the war communication. and the beacon communication with the city's long fly fiber insiders confirmed that this year the company to the three major operators supply, the price reduced a lot. Beacon Communications Securities Representative Dong Jianghua admits, "this year, the domestic operator orders have not been reduced, but centralized procurement price reduction." "Black cloud, need beacon communication to deal with."