2020-11-12

Time Point (1112):The last person contributed 498.2 billion to Tmall Double Eleven

By yqqlm yqqlm

Author:Blue sparkle Financial Times Editor:Gu Honghui

[Lynx 11 double turnover exceeded 498.2 billion yuan]

November 11, According to data from Alibaba, from 00:00 on November 1 to 23:59 on November 11, the final transaction volume of the 2020 Tmall Double 11″Global Carnival Season” is 498.2 billion yuan. As of 23:00 on the 11th, double 11 real-time logistics orders exceeded 2.25 billion, which is approximately equal to the sum of China’s express delivery volume in 2010.

Comments: This year is the twelfth year of Double 11, the”finalists” and”eating guys” may not have thought that their contribution to Double 11 is year by year Increase. Tmall predicts that this year’s Tmall Double 11 will attract more than 800 million consumers, 250,000 brands, and 5 million merchants to participate, making it the most extensive and highly engaged event. In 2019, the total turnover of Tmall Double 11 Global Carnival was 268.4 billion yuan.

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[Honor’s independent office location is confirmed to have settled in Shenzhen Futian New Generation Industrial Park]

Multiple media reported that Huawei plans to integrate Honor’s mobile phone business Packaged and sold at a transaction price of 100 billion yuan. According to informed sources on November 11, Honor employees will move out of Huawei’s Bantian headquarters and move to Building 4, Shangmeilin New Generation Industrial Park, Futian District, Shenzhen.

Comment: The days of honoring”independence” are getting closer.

The official public account information of”Shenzhen New Generation Industrial Park” shows that Futian New Generation Information Technology Industrial Park is located in the northern section of Kaifeng Road in Shangmeilin and opened in October last year. There are 6 Grade A industrial R&D buildings in the park, with a total construction area of ​​about 400,000 square meters. It is planned to introduce 20+ headquarters-based enterprises, 200+ scientific and innovative enterprises, 15,000+ high-tech talents, and achieve an annual output value of 300+. Billion, and tax revenue of 2+ billion yuan. The park was delivered in June this year.

As of June this year, 24 technology companies have settled in. In September this year, Huawei Cloud Innovation Center also officially settled in the park.

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[HKExLi Xiaojia:Ants suspension of listing may be the right decision in the long run 】

The Chief Executive Officer of the Hong Kong Stock Exchange, Li Xiaojia, said in a conference call on November 11 that he was disappointed with the suspension of the listing of Ant Group. “Because the regulatory environment in the Mainland is changing, in the long run The suspension of the listing of the group may be the right decision to allow investors and the market to digest regulatory policies more clearly, and the Hong Kong Stock Exchange welcomes Ant Group to come back for listing at any time.” Li Xiaojia said that Ant’s suspension of listing will not affect the performance of the Hong Kong Stock Exchange’s new stock business. He also pointed out that seven new stocks have been listed recently, and the market does not need to over-interpret the impact. He believes that the Hong Kong IPO market remains strong and flexible this year.

Comments: Recently, some investors have indicated that they have received related fees refunded by Ant Group, but as to when the listing can be restarted, it will be a mystery for some time to come.

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【Betta fish advancement and Huya merger:has applied for delisting from the Nasdaq city, and there is no timetable for completion of the merger】

November 11, the game The management of the live broadcast platform Douyu (NASDAQ:DOYU) revealed in a conference call after the release of the earnings report that Douyu has submitted the privatization and delisting application documents to the SEC (US Securities and Exchange Commission) and is currently awaiting approval. Nearly a month ago, Huya and Douyu jointly announced that the two parties have signed a”merger agreement and plan” and it is expected to complete the merger in the first half of 2021.

Comments: Judging from the financial report, Douyu’s third-quarter revenue reached 2.55 billion yuan, an increase of 37.0%year-on-year; under non-US GAAP, net profit was 9872 10,000 yuan, a year-on-year increase of 36.8%.

In the third quarter, Huya’s revenue was 2.814.8 billion yuan, a year-on-year increase of 24.3%; non-US GAAP net profit was 361.2 million yuan, a year-on-year increase of 75.0%.

According to the merger agreement between the two parties, Huya will acquire all issued shares of Douyu through a”share-for-share” merger, including ordinary shares represented by American Depositary Receipts (ADS). After the merger, Douyu will Became a private wholly-owned subsidiary of Huya.

While implementing the merger agreement, Douyu and Tencent signed a”reorganization agreement” on October 12 this year. Tencent will use its”Penguin E-sports” branded game live broadcast business to The total price of 500 million US dollars was transferred to Douyu, and the business cooperation with Douyu was deepened to integrate Penguin E-sports with the merged Huya and Douyu.

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[Valin Xingma:The proposed increase in capital will not exceed 695 million yuan and the controlling shareholder will fully subscribe]

Haling Xingma (600375. SZ) announced the fixed increase plan on the evening of November 11th. The total amount of funds to be raised will not exceed 695 million yuan, which will be used to supplement liquidity and repay bank loans after deducting issuance costs. The price of this non-public offering of shares is 5.98 yuan per share, and the target is Zhejiang Geely New Energy Commercial Vehicle Group Co., Ltd., the company’s controlling shareholder. After this equity change, the company’s controlling shareholder, Geely Commercial Vehicle Group, will change from 15.24%to no more than 29.91%of the shares of the listed company.

Comments: Before and after this issuance, the controlling shareholder of Valin Xingma is Geely Commercial Vehicle Group, and the actual controller is Li Shufu. This issuance will not lead to the occurrence of control of the company Variety.

The current main business of Valin Xingma involves the research and development, production and sales of heavy trucks, special vehicles and auto parts. The main products include heavy truck chassis, heavy truck vehicles, concrete mixer trucks, bulk cement trucks, and concrete pumps. Trucks, semi-trailer tractors, construction dump trucks, engines, gearboxes, axles, etc.

In recent years, Valin Xingma’s accounts receivable and debt ratio are relatively high, which has put a certain pressure on the company’s finances. In the first three quarters of this year, Valin Xingma achieved operating income of 5.336 billion yuan, a year-on-year increase of 7.13%; a net profit loss of 172 million yuan, a year-on-year decrease of 1767.18%, turned from profit to loss.

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[SMIC:Net profit in the first three quarters of 3.080 billion yuan increased by 169%year-on-year]

SMIC (688981.HK) disclosed its three-quarter report on the evening of November 11th. The operating income of the first three quarters was 20.8 billion yuan, a year-on-year increase of 30.2%; net profit was 3.080 billion yuan, a year-on-year increase of 168.6%. In the third quarter, the company’s revenue reached 7.638 billion yuan, a year-on-year increase of 31.7%; the attributable profit attributable to the company in the third quarter was US$256 million, and the profit before tax, interest, depreciation and amortization was US$653 million, a record high. The full-year revenue growth forecast is revised up to 23%to 25%, and the full-year gross profit target is higher than last year.

Comment: The third quarterly report of”Chip Brother” was released, and the single-quarter profit hit a new high.

However, due to export controls, SMIC lowered its annual capital expenditure plan from approximately RMB 45.7 billion (US$6.7 billion) to approximately RMB 40.2 billion (US$5.9 billion). The company twice raised capital expenditures to US$6.7 billion.

SMIC stated that in 2020, the external situation is complex and changeable. As an foundry company, the company faces diversified customers at home and abroad. Since its establishment, it has strictly complied with the laws of the place of operation and operated in compliance with laws and regulations. The company maintains active communication with suppliers, customers and related agencies, and comprehensively evaluates the impact of US export controls on the company’s production and operations. The company is currently operating normally, and export control will have a certain impact on the company in the short term but the impact is controllable.

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[Great Wall of China:Planned to raise funds not to exceed 4 billion yuan]

The Great Wall of China (000066.SH) disclosed non Public issuance plan, the total amount of funds to be raised will not exceed 4 billion yuan, which will be used for domestic high-performance computers and server core technology research and development and production capacity improvement projects, information and new energy infrastructure construction projects, high-tech electronic innovation application projects and supplementary liquidity . The issuance targets are no more than 35 specific targets including CLP Limited and CLP Financial Holdings. CLP is a wholly-owned subsidiary of China Electronics, the controlling shareholder of the company, and CLP Financial is a wholly-owned subsidiary of CLP. CLP Limited plans to subscribe for 750 million yuan, and CLP Financial Holdings plans to subscribe for 350 million yuan.

Comments:Great Wall of China stated that this non-public offering focuses on the credit creation industry. Under the overall strategic layout of China’s electronic PKS system, it plans to invest in the construction of domestic high-performance computers and Server-related core technology research and development, production, ecological adaptation and industrial demonstration projects, to realize the localization and upgrading of office systems in the industry field, to create an industrial ecological chain through the upstream and downstream of the network information industry, and to transform from a manufacturing enterprise to a service enterprise.

In the first three quarters, Great Wall of China achieved operating income of 7.46 billion yuan, an increase of 4.33%year-on-year; a net profit loss of 163 million yuan, a year-on-year decrease of 171.58%.

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[An overseas branch of China Construction Bank plans to issue US$3 billion in digital bonds that can be purchased with Bitcoin]

According to a report on the official website of the Asian Digital Asset Exchange FUSANG on the 11th According to reports, China Construction Bank (601939.SZ) Labuan Branch (“CCB Labuan”) will launch a digital bond traded on the blockchain, with a target size of 3 billion U.S. dollars, which can be traded in U.S. dollars and Bitcoin and issued bonds The proceeds will be deposited into CCB Labuan branch.

Comments: CCB Labuan Branch is a first-tier branch of China Construction Bank, registered in Labuan IBFC, Malaysia, and obtained the Labuan Bank license on June 20, 2019. Started business on September 3, 2015. Labuan is a small offshore financial center in Malaysia and also a”tax haven”.

According to the official website of Fusang Exchange, the exchange is the first fully operational stock exchange in Asia, allowing companies to conduct public offerings through digital IPOs and supporting the trading of digital securities and cryptocurrencies.

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[DeepKonkaA:Plan to build a semiconductor industry with Nanchang Economic Development Zone Management Committee The park strives to reach a total investment of 30 billion during the construction period]

Shen Konka A (000016) announced on the evening of November 11 that in order to accelerate the deployment of strategic emerging industries such as semiconductors, the company and Nanchang Economic Development The District Management Committee recently signed the”Cooperation Framework Agreement.” The company plans to jointly build Jiangxi Konka Semiconductor High-tech Industrial Park and a supporting equity investment fund with the Nanchang Economic Development Zone Management Committee within the jurisdiction of the Nanchang Economic Development Zone Management Committee. The planned size of the fund is limited to 2 billion yuan. The construction period of the semiconductor industry park project is 10 years, and it will be constructed in two phases, and strive to achieve a total investment of 30 billion yuan during the construction period. The above-mentioned investment will be mainly invested by the enterprises in the semiconductor industry park.

Comments:Shen Konka A stated that the signing of this cooperation framework agreement is in line with the company’s strategic positioning of the core main line of”semiconductor + new consumer electronics + science and technology park” and will help improve The layout of the semiconductor industry has helped the company transform from”Konka Electronics” to”Konka Technology”.

In fact, after the promulgation of the”National Integrated Circuit Industry Development Promotion Program” and the launch of the National Integrated Circuit Industry Investment Fund, there has been a surge in the development of the chip industry across the country. According to data from the National Development and Reform Commission, my country’s IC sales revenue reached 756.2 billion yuan in 2019, a year-on-year increase of 15.8%, making it one of the fastest growing regions in the world for IC development.

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[Fuling mustard tuber:planned to raise funds not to exceed 3.3 billion yuan]

Fuling mustard tuber (002507.SH) announced on the evening of November 11, In view of the current changes in relevant regulatory policies and the capital market environment, the company plans to apply to the China Securities Regulatory Commission to terminate the previous non-public issuance of shares and withdraw the application documents. The company also disclosed the non-public issuance of A shares in 2020. The total amount of funds raised will not exceed 3.3 billion yuan, which will be used for the Wujiang Fuling Mustard Green and Intelligent Production Base (Phase I) and Wujiang Fuling Mustard Intelligent Information System Project.

Comments: Fuling Zhacai announced the first non-public issuance plan on August 21 this year. The revised version was submitted on October 29, and the final announcement was withdrawn and re-declared. In the previous editions, the total fundraising scale and projects of 3.3 billion yuan have not changed, and the changes are mainly concentrated on the issuers.

In the version that was withdrawn and resubmitted on the evening of November 11, the issuers were no longer listed separately from Fuling SDIC and Chairman Zhou Binquan, which means that all will be issued by market bidding.

Previously, on November 5, the China Securities Regulatory Commission conducted a key inquiry on two specific investors in the non-public issuance of shares in Fuling mustard. The questions included”whether there is an applicant directly or through its interest related direction. The circumstances in which two specific investors provide financial assistance, compensation, promised income or other agreement arrangements”,”the source of the subscription funds of the above two specific investors, whether there are external solicitation, agency holdings, structured arrangements or direct and indirect use of the applicant and Its related party funds are used for this subscription.” etc.

According to the financial report, the revenue of Fuling mustard in the first three quarters of this year was 1.798 billion yuan, a year-on-year increase of 12.09%; net profit was 614 million yuan, a year-on-year increase of 18.47%; non-net profit was 601 million yuan, a year-on-year increase of 17.61%.

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