" investor network " Bai Zehui
Recently, in division gold money (002657.SZ) is announced outstanding achievement is premonitory first quarter, predict current vest in appears on the market the net profit of company shareholder reachs 112 million yuan 10 thousand yuan 97 million, grow 230%-280% compared to the same period.
Interesting is, the promotion of this net profit is not result from a company advocate the growth of course of study. Announcement of division gold money says in, 2019 first quarter, cedar controls a group limited company (abbreviation cedar accuses) to limited company of exchange of Dalian finance capital (abbreviation " big gold place " ) identify capture to be added newly register capital 231 million yuan. Add endowment hind, cedar accuses a place of hold big gold the equity of 69.77% , become control a partner for big gold place. Accordingly, in the equity of place of big gold of hold of division gold money from 50% drop to 15.12% . As we have learned, big gold place held water 2011, it is state of bureau of banking of Dalian municipal government, city, city endowment appoint the omnibus banking capital fund that create and relevant product major trade platform. 2016 end, division gold money is passed in contributive 78 million suffer let other orgnaization share, for a time place of hold big gold the share of 50% .
Profit from cedar accuses note to big gold place endowment, place of division gold money holds equity to press evenhanded value in new and metric, the benefit of generation gets money of gold of the division in sending net first quarter gain amounted to 97 million yuan 2019 - 112 million yuan between, than going up growth is as high as year of the corresponding period 230%-280% .
Basis 2018 outstanding achievement wall bulletin, the company achieves business gross earnings 1.49 billion yuan, relatively go up growth of year of the corresponding period 21.60% . However, photograph relatively mixed 1.38 billion yuan 2016 2015 1.33 billion yuan business income, in the data 2018 does not have division gold money a He Guangxian is beautiful beautiful place.
The outstanding achievement that recombines mark glides business praise the risk is huge
Regression arrives advocate course of study, " investor network " consider to discover, 2015-2016 two years, division gold money does business in last few years in income is in all the time 1.3 billion or so wave motion, net profit is maintained in 160 million fluctuation, be in however profit of company net profit appeared however 2017 considerably deficit. The data of outstanding achievement wall bulletin 2018 shows, company already make up the deficits and get surpluses, but in the company outstanding achievement of the mark that division gold money recombines lasts suddenly turn hostile, already was opposite two years continuously its plan promote trade praise decrease a value to amount to 340 million yuan, be not small " thunder " .
In August 2014, division gold money passes those who issue share and the way that pay cash to buy the hold such as Liu Kaitong in bank the river innovates 100% equity, trade evaluate 798 million yuan, evaluate appreciation to lead 723% . The company of mark is affirmatory 2014, 2015, buckled profit of the net after blame to part 2016 not under the RMB 61 million yuan, 72.5 million yuan mix 86.5 million yuan. Trade form business praise 624 million yuan. Outstanding achievement acceptance period inside, the loath outstanding achievement that finish is affirmatory.
2014, division gold money recombines limited company of science and technology of innovation of Tianjin bank river in (abbreviation " bank the river innovates " ) , and in its the outstanding achievement after acceptance period fulfils outstanding achievement commitment begins to give now to slip, cause appear on the market the company is opposite two years continuously its plan promote trade praise reduce a cost.
Bank the river innovates advocate battalion develops sale of product of service, electron for the technology. Outstanding achievement acceptance period afterwards, bank river innovation begins outstanding achievement suddenly turn hostile. 2017, bank river innovation realizes net profit only 23.77 million yuan, drop compared to the same period amount to 72.72% . Division gold money is opposite accordingly in bank the river innovates plan promote trade praise reduce a cost 299 million yuan, bring about appear on the market 2017 year of company buckle loss of profit of the net after blame to amount to 300 million yuan, compared to the same period cruel fall 300% .
What must say is, getIndustryCompetition, client expires not the influence of the element such as continue, seaside innovates profit of net of 2018 year implementation is thirty-one million two hundred and forty-three thousand yuan (without audit) , with anticipate difference of net profit existence. Appear on the market the company must innovate to seaside again plan promote 43.56 million trade praise the preparation that reduce a cost. Current, bank river innovation business praise Zhang face amount predicts to still have 280 million. Without doubt, if seaside innovated 2019,gain did not change greatly, shang Yulei is cruel be sure to meet again the discount appears on the market the integral outstanding achievement of the company.
Notable is, bank before the outstanding achievement 2017 gives river innovation former partner to glide now, begin to decrease hold. Bank Liu Kaitong of river innovation former partner, 2017 end began to undertake decreasing holding. Inside a year of many time, liukai is decreased with accumulative total hold company share 5.869 million, cover cash specified amount to amount to 85.23 million yuan. This year on March 19, division gold money is announced in, the person such as Liu Kaitong plans to be in future inside 6 months, aggregate decrease hold company stock not to exceed fifteen million two hundred and ninety-six thousand seven hundred, hold company total capital stock about 4.53% .
After tall excessive price recombines the outstanding achievement acceptance of mark to expire, appear to glide considerably, the former partner that increases bid again is covered continuously now,
Year all the half that wool interest rate travels together not as good as
Division gold money is Internet bank platform in provider of solution of whole of bank of integrated service business and intelligence, with financial science and technology integrated service is core, in be small bank offer solution of intelligent bank whole. Wait for technical measure through catenary of service of artificial intelligence, big data, cloud, area piece, division gold money is offerred to the client in share sell the financial science and technology such as support of bank platform construction, IT to serve integratedly continuously.
Buy bank after the river innovates, appear on the market the company is product component data center science and technology of integrated service, finance serves etc integratedly 3 big board piece. Among them, data center serves integratedly board piece occupy total battalion to receive proportion heavier, but have no in last few years grow considerably, give now to slip in 2017 year even, financial science and technology serves integratedly board piece 2014-2016 year show growth trend, but 2017 year also go now to slip. The company had be notted release just about 2018 annals, however, without doubt is, two big main board piece if outstanding achievement continues to glide to bring about profit of company whole net to glide necessarily.
" investor network " consider to discover, the gross profit of division gold money is led in remarkable under company of estate of person of the same trade. In be the same as type company, deep be convinced (300454.SZ) , straight flush (300033.SZ) interest rate waiting for wool all is in 70% above, and in division gold money is only 30% . Will look further, data center serves integratedly board piece wool interest rate is 37.28% , another board piece, financial science and technology serves integratedly board piece wool interest rate is 23.22% .
" investor network " understand through relevant personage, "Division gold rich man wants dedicated bank field in, but about its the window of core solution does not have what competition ability almost " . In addition, appear on the market in last few years the business of 75% focuses the company at China north area, district extends ability to still be waited for rise.
Appear what buy mark again and again business praise reduce competition ability of value, product interest rate of weaker, wool is far not as good as competitor, to company of a science and technology, such expression is goodish. (Thinking finance and economics manufactures) ■