Bear in mind constantly, have an echo surely.
Late on May 29, long garden group (600525.SZ) released " partner acts consistently the agreement expires " announcement, this announcement that is without an eye however accumulate the information that contained a heavy pound, division force group has become firm main partner sadly.
Graph: Long garden group ends before May 29 8 large stockholder
The announcement that announces from long garden group looks, the 4th large stockholder of company invests administrative limited company for finance of Zhuhai division force, the 7th large stockholder believes trade limited company for Jin Nuo of Zhuhai free tax zone, these two companies are Geliji's round subsidiary, the share of long garden of both and aggregate hold is amounted to 4.96% , be close to the line citing a shop sign of 5% .
In this two large stockholder, nuo letter was in gold early to became a shareholder to grow garden group in September 2018, division force finance is to be in what bought after the portion in March 2019. Also can say so, division force group is added inside two months ran long garden group the share of 3.56% .
Division force and the origin that grow garden are OK restrospect to in May 2018, division force group has started pair of long garden groups at that time invite buy about. But the market reacts not beautiful, buy did not finish finally, long garden group chose business subsequently praise reduce a cost, outstanding achievement cruel thunder, share price drops greatly continuously.
Long garden group yesterday closing quotation price only 5.22 yuan, relatively 19.8 yuan when division force group gave out last year are invited restrain the price, had dropped go 73.6% . Geliji is round this buy, copied a defecate appropriate it seems that.
Suffer this message stimulation, long garden group now one word harden.
Graph: Long garden group one word harden
Grow the dispute of garden and division force
On May 15, 2018, long garden group disclosed the relevant case that should buy about, express to draft with 19.8 yuan / the price, buy long garden group the share of 20% , what need capital total to make an appointment with 5.246 billion yuan.
Why should division force group buy long garden group? The market thinks generally to invest Zhuhai silver-colored grand to concern with Dong Mingzhu at that time, because of long garden group 3 big advocate in course of study, among them one is car of new energy resources relevant data.
But also have media coverage, among the negotiation that the Dong Mingzhu when those did not participate in division force group and long garden group, even what the personage points out Geliji is round is buy " harmed division power electric equipment and Dong Mingzhu experience.
Handed in place to also spread out to ask ask, specification of group of demand division force buys the issue such as competition of source of purpose, financing, a person of same business. Division force group vows solemnly express, should buy about do not be a purpose with seek control advantageous position, group financing actual strength is abundant, parent company of division force group the product of the monetary fund of Zhang face, conduct financial transactions, honor the agreementing that already stocked earnest money is total 3.867 billion yuan, the way that follow-up financing arrangement plans to pass and buys loan undertakes financing.
But after a month, as a result of and at Zhuhai city state endowment appoint do not agree with Geliji round newspaper sends buy program, in June 2018, division force group decides to stop this secondary to be bought about. The share price of long garden group subsequently bold and flowing.
Issue of long garden group pesters a body
Long garden group held water 1986, found by the Chinese Academy of Sciences, wu of 3 great undertaking board piece include respectively related to electric car equipment of equipment of plant of material, intelligence and intelligent electrified wire netting.
1995, li Jiacheng grows through what the banner falls and invest advocate long garden group, became this company control a partner, also be Li Jiacheng in A run a company exclusively. 2002, long garden lands field of A stock market formally. In May 2014, grow to grow garden with clear sky, ended predestined relationship of bilateral 21 years of situation.
Arrive from Li Jiacheng division force, long garden always can attract outstanding investor it seems that, but company itself, have a big problem however.
In December 2018, long garden group chooses to explode oneself, point out its are in 1.88 billion bought subsidiary grew garden and eagle 2016 or existence outstanding achievement makes a holiday, the authenticity of project of its intelligence mill and equipment business is put in major problem.
Be based on this problem, 2018, long garden group plan carry asset to decrease a value to prepare 1.292 billion yuan to add up to, bring about deducted loss of blame net profit 2018 - 1.19 billion yuan.
Subsequently the accountant office of annals of examine and verify, also issued the report that withholds an opinion to this annals, the reason basically is subsidiary builds a holiday to have not final verdict waits.
Subsequently, hand in place to be aimed at the incident that make a holiday and annals data unusual wait for incident, case to ask of the ask a question below long garden group, the problem that asks long garden group replies amounts to 23, include fact of Zhang of goods in stock to not agree with, cost accounting not accurate, subsidiary business praise the preparation that reduce a cost is undeserved wait for a problem. But up to now, long garden group has not asked ask case to make a return.
Those who grow garden group two years this buy a manner very radical, the business 2017 praise achieve for a time 5 billion, occupy in those days 66.7% of net assets. 2019 first quarter, reduce a cost through a few, business praise still achieve 2.8 billion, 52% what occupy company net assets.
Of Dan Changyuan group buy a result not satisfactory. Appear besides long garden and eagle make a holiday, lithium new material stepped on big client in Wotema's thunder.
In August 2017, new material of the lithium in growing garden group to buy the equity of 80% , buy the price to be 1.92 billion yuan. But Wotema manages former main client not beautiful influence, in lithium new material outstanding achievement dropped considerably compared to the same period 2018, and appear bigger loss. This also is long garden group the another big reason that net fell considerably 2018.
Does division force group value long garden after all what?
Since issue of long garden group is heavy, why does division force group drip even water of this time of muddy?
Must admit above all, with last year 5.246 billion yuan invite buy valence photograph to compare about, if division force group is invited to growing garden to initiate again with present price buy 20% share about, cost has 1.5 billion only, really cheap many.
Additional, what division force group is casting off pair of division power electric equipment stage by stage is excessive depend on. Division force group is planning to transfer division power electric equipment now the share of 15% , if make over,finish, division force will acquire the cash reserve in a bank of nearly 50 billion, this share capital can prop up division force group to do more buying, and the long garden group that missed last year, the likelihood is brushstroke only, buy meeting more follow-uply.
Finally, division force group is potential the layout that settle on grows garden group to go up in car of new energy resources.
Preamble has mentioned long garden Wu of 3 great undertaking board piece it is respectively -- electric car is relevant equipment of plant of material, intelligence and equipment of intelligent electrified wire netting. Although new material of the lithium in subsidiary is in 2018 outstanding achievement not beautiful, in lithium battery diaphragmatic domain still has certain competition ability, division force group may borrow this platform to extend business of more car of new energy resources.
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1. " anger the gold in ripping! 10 years 10 times, I believe you a ghost "
2. " new 3 board be born 10 times, this A the company takes to be fed alone! "
3. " can you appear the 2nd " the bank that include business " ? "
? (Pay close attention to " division of sina conduct financial transactions " date of small letter public, can examine)
