After 13 consecutive boards, Zhongtong Bus (000957) finally unveiled the "mystery" of the sales of nucleic acid testing vehicles, and the reduction plan of important shareholders also followed.
On the evening of May 31, the company responded to the letter of concern previously issued by the exchange, saying that the nucleic acid testing vehicle business was insufficient to have a significant impact on business development and profitability.In terms of sales data, from January to April this year, a total of 20 nucleic acid detection vehicles were sold, with a revenue of 61.7097 million yuan, accounting for 5.39% of the revenue; as of May 30, there were 18 orders in hand, with an estimated revenue of 45.78 million yuan.
The turnover of only 100 million yuan, including the orders in hand, has driven the "super market" of Zhongtong Bus.Since May 13, Zhongtong Bus has started the continuous daily limit mode, and it has achieved an increase of up to 246% in just 13 trading days. As of May 31, the closing stock price climbed to 15.02 yuan per share, with a market value of 8.9 billion yuan.
Under the crazy trend, some shareholders "can't sit still".On the evening of the same day, Zhongtong Bus disclosed a shareholder reduction plan. Shandong State-owned Assets Investment Holding Co., Ltd. (hereinafter referred to as "Shandong SDIC"), which holds 18.96% of the shares, plans to sell the shares within 6 months after 15 trading days. The method of centralized bidding will reduce its holdings by no more than 11.8 million shares, accounting for 1.99% of the total share capital.According to the current stock price, if the aforementioned shareholders reduce their holdings, they will cash out over 177 million yuan.
Shandong SDIC is the main investment platform under the State-owned Assets Supervision and Administration Commission of Shandong Province. Up to now, it holds 112 million shares of Zhongtong Bus, ranking the second largest shareholder. After this round of rising market, the floating profit is quite considerable.In 2015, Shandong SDIC subscribed for the fixed increase shares of Zhongtong Bus at 12.08 yuan per share, costing 500 million yuan, with a shareholding ratio of 13.96%, making it the second largest shareholder. The secondary market increased its holdings of Zhongtong Bus by about 5%, costing 300 million to 400 million yuan, and the shareholding ratio jumped to 18.96%, with a cumulative shareholding cost of 800 million to 900 million yuan.After the lifting of the ban on fixed increase shares, the share price of Zhongtong Bus hovered at a low level for a time, and even fell below the cost price of Shandong SDIC.Until this round of 13 consecutive boards, the market value of the shares held by Shandong SDIC has soared to 1.688 billion yuan, with a floating profit of about 800 million yuan and a yield of about 90%.
Shandong SDIC is not the only one that chooses to ship on rallies.The reply to the letter of concern shows that the spouse of Li Haitao, a supervisor of Zhongtong Bus, sold 6,600 shares of the company on May 23, 2022. That day was the seventh daily limit of Zhongtong Bus, and the closing price was 8.47 yuan per share. Based on this, it is estimated that the aforementioned shareholders sold The amount is about 56,000 yuan.The company stated that the above-mentioned shares were held by Li Haitao's spouse before he took office, and there was no illegal trading using inside information.According to public information, Li Haitao has served as a supervisor of the company since December 2016, and his spouse has held shares for more than 5 years.
In the reply to the letter of concern, Zhongtong Bus disclosed the sales of vehicles this year and dismantled the sales structure.From January to April this year, a total of 2,257 vehicles were sold, a year-on-year increase of 2.5%, and revenue was 1.09 billion yuan.Among them, the sales volume of large buses was 1,051 units, a year-on-year increase of 38.84%, accounting for 46.57% of the total revenue, and the revenue was 790 million yuan; the sales volume of medium-sized buses was 489 units, a year-on-year decrease of 23.71%, accounting for 21.67%, and the revenue was 200 million yuan.From the perspective of vehicle power type, the sales of new energy vehicles and conventional vehicles each account for half of the country, but the revenue of new energy vehicles accounts for a larger proportion, specifically 720 million yuan, accounting for 66% of the total revenue.
Regarding the company's fundamentals, Zhongtong Bus reiterated that no major changes have occurred, and the controlling shareholder and actual controller have no plans for equity transfer or asset restructuring.The company stated that since the beginning of 2022, it has not received investor research, the company has not provided undisclosed information to third parties other than the annual audit accounting firm, and there is no violation of fair disclosure of information.
Coincidentally, Tellus A (000025) announced on the evening of May 31 that the 11.62% shareholder Shenzhen Yuanzhifuhai Jewelry Industry Investment Company plans to conduct centralized bidding within six months after 15 trading days from the date of the announcement. , block transactions, etc. to reduce the company's shares by no more than 25,863,500 shares (that is, no more than 6% of the company's total share capital).It is understood that the company is mainly engaged in jewelry service business, business operation management, automobile sales, testing, maintenance and accessories sales.On the evening of May 29, Tellus A issued an announcement due to the continuous surge, saying that after verification, the company, its controlling shareholder and actual controller did not have any undisclosed major matters about the company that should be disclosed, or major matters in the planning stage.
【Editor: Shao Wanyun】
