本文目录
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太极实业吧(600667)
太极实业吧
7.58-0.32-4.05%
帖子数1篇
王景龙1
影响力注册时长2个月
发表于 06-15 20:56 来自东方财富Android版
帖子审核中,仅自己可见
更新于 06-15 20:57
已答前面吃了 一波 把价格打下来 在干一波
股友vbQIt1
影响力注册时长11个月
发表于 06-15 19:24 来自股吧Android版
帖子审核中,仅自己可见
更新于 06-15 19:26
已答
庄还会继续洗,做好继续T,继续持有,
韭菜绞肉机
影响力注册时长2.3年
发表于 06-14 21:39 来自东方财富iPhone版
帖子审核中,仅自己可见
更新于 06-15 17:07
已答
如果你作为一个合格的中线投资者,用得着害怕么?
smx海川
影响力注册时长5.1年
发表于 06-15 11:00 来自东方财富Android版
帖子审核中,仅自己可见
更新于 06-15 11:01
已答
走了,主力太弱
发表于 06-15 08:31 来自东方财富iPhone版
帖子审核中,仅自己可见
更新于 06-15 08:32
已答
哪个走势更坑爹,下跌更流畅一目了然。
爱你不是两三年
影响力注册时长1.3年
发表于 06-15 06:25 来自东方财富Android版
帖子审核中,仅自己可见
更新于 06-15 06:25
已答双阴洗盘
抢钱的钢琴家
影响力注册时长4.8年
发表于 06-14 22:30 来自东方财富Android版
帖子审核中,仅自己可见
更新于 06-14 22:31
已答
兵临城下
kisstherain4
影响力注册时长2.3年
发表于 06-14 18:19 来自股吧手机网页版
帖子审核中,仅自己可见
更新于 06-14 21:26
已答
最后上车机会!抢筹码洗主力喽!六十五根涨停在路上!快!快!快!哈哈哈哈哈
巴尔楚
影响力注册时长1.1年
发表于 06-14 19:57 来自股吧网页版
帖子审核中,仅自己可见
更新于 06-14 19:59
已答再正常不过的调整不要瞎比比,一点涵养都没有!
没有调整就没有大涨,连这个都不懂?
会飞的鱼FFF
影响力注册时长3.2年
发表于 06-14 17:11 来自股吧手机网页版
帖子审核中,仅自己可见
更新于 06-14 17:13
已答
每次都是见光死
股友vUpdxr
影响力注册时长7天
发表于 06-14 16:35 来自东方财富Android版
帖子审核中,仅自己可见
更新于 06-14 16:36
已答
我也被洗出来了!
戏曲娇訊
影响力注册时长4.8年
发表于 06-14 15:30 来自东方财富Android版
帖子审核中,仅自己可见
更新于 06-14 15:32
已答
为韭,悲
小散人0008
影响力注册时长4.6年
发表于 06-13 11:11 来自东方财富Android版
帖子审核中,仅自己可见
更新于 06-14 15:15
已答
等突破8.67回踩就可以重仓买入了
返回顶部
手机东方财富网 eastmoney.com
记者 | 郭净净
编辑 |
上市公司“沾酒”即醉,是结束还是故事继续。
6月10月,*ST天成(600112.SH)报涨5.05%,这是该只股票自5月24日以来连续第14个交易日触及涨停板。
不过,*ST天成的股价从今年2月下旬就开始大涨。回顾起来,该公司股价曾在2月10日跌至0.9元/股,一度陷入“面值退市”危机。但从春节后(2021年2月18日)开始,*ST天成股价却触底反弹,期间陆续收到至少36个涨停板,股价也涨至6月10日收盘的2.91元/股,股价区间涨幅223.33%。背后伴随着的是公司似是而非的酒企借壳传闻。
*ST天成爆炒背后:似是而非的酒企“借壳”传闻
从交易情况来看,*ST天成交易较为分散,单日主力净流入金额并不大;6月8日至6月10日,该股票的主力净流入分别是39.78万元、231.15万元、195.33万元,已算是2月至今相对高的情况。事实上,期间不少交易日主力净流入额还是负数;比如,6月3日,日成交额达1.17亿元,但当日的主力净流入额却是-1936.96万元,当日股价涨5.07%。
*ST天成2月以来的交易异动情况显示,东方财富证券拉萨团结路第二证券营业部、东方财富证券拉萨团结路第一证券营业部、东方财富证券拉萨东环路第二证券营业部、东方财富证券拉萨东环路第一证券营业部、东方财富证券拉萨东城区江苏大道证券营业部等频繁出现。这些营业部被市场认为是所谓的“散户集中营”。
分析认为,散户集中“杀入”,背后是*ST天成将获白酒企业“借壳”的传闻。
有意思的是,就在今年2月18日*ST天成股价开始大涨前,当日开盘前的9时许,突然有投资者到上交所官方互动平台e互动追问*ST天成:“公司位于遵义,中国产酒最发达的地方,目前公司的情况,是否可以考虑找一家优质酒企重组?”对此,*ST天成当时并未予以否认,只是于随后10时15分回应称,“感谢您的关注与建议,具体信息请以公司公告为准。”
当日,这一消息后,*ST天成股价开始上涨,并于下午开盘后13分钟涨停,到2月18日收盘,该股打开涨停5次,最终报涨5.56%。
随后,在连涨9个交易日后,3月2日,*ST天成披露风险提示公告却称,经公司核实,未发现可能对上市公司股价产生较大影响的重大事件;同时,公司未发现存在可能或已经对上市公司股票交易价格产生影响的媒体报道或市场传闻,亦未涉及热点概念事项等。
到现在,该公司连续发布十多个风险提示公告和6个股价异常波动公告。然而,就在5月13日,在*ST天成的股吧当中,还有人发帖称:“号外!天成即将被宋窖借壳上市!”这之后,*ST天成开始又一轮涨停行情。
直到6月3日,*ST天成才澄清道,“没有与任何酒企存在与公司相关的‘借壳’、‘重组’的洽谈或谈判等相关行为”。但这一澄清显然未能止住资金继续“炒作”*ST天成。
公开资料显示,*ST天成确实位于贵州省遵义市,但其主营业务却与贵州最有名的酒业毫无关系,而是电气设备制造、矿产资源开发业务等。2020年年报显示,因公司涉及控股股东资金占用及违规担保、诉讼等情况,导致公司现金流严重匮乏、债务压力加剧,公司整合的中压事业部经营情况未达预期,盈利能力继续下滑,亏损持续增加。
财务数据显示,*ST天成已连续亏损两年,2019年、2020年归属于上市公司股东的净利润分别是-8.46亿元、-1.96亿元;同时,该公司扣除非经常性损益后的归母净利润更是已经连续9年为负。2021年一季度,该公司继续亏损1034.44万元,扣非后的归母净利润也仍然为负(-1123.58万元)。
根据上交所相关规定,因*ST天成2020年度经审计的净资产为负值且公司2020年度财务会计报告被出具无法表示意见的审计报告,公司股票已于2021年5月6日起实施退市风险警示。
2020年7月8日,*ST天成及相关当事人还因涉嫌信息披露违法违规,收到中国证监会的《调查通知书》,目前调查仍在进行中。
这么一只已经徘徊在退市边缘的股票,却得到资金“爆炒”。分析认为,这背后是市场对所谓 “白酒借壳概念股”的期待,甚至是对下一个舍得酒业(600702.SH)或大豪科技(603025.SH)的期待。
沾酒即醉,结束还是继续?
自去年12月复星系入主后,舍得酒业便成为市场焦点。进入2021年后,该公司股价一路飙升,从去年12月31日收盘的85.44元/股上涨至2021年6月10日的195.21元/股,区间涨幅达128.48%。
与此同时,将被红星二锅头“借壳”的大豪科技,其股价近段时间也涨势凶猛。2020年12月7日,大豪科技*披露重组预案,次日(12月8日)复牌后,该公司连续收获11个涨停板。如今,其股价已经从复牌前的8.69元/股涨至2021年6月10日的36元/股,区间涨幅达314%。
对于投资者而言,再找到一只类似舍得酒业或大豪科技这样的所谓“白酒借壳概念股”,实在是值得期待的。
然而,市场对于这样的“白酒借壳概念股”,态度或许也开始有所改变。6月8日,舍得酒业、大豪科技双双跌停,其股价随后于6月9日、6月10日继续下滑。6月10日收盘,舍得酒业再次跌停,大豪科技则报跌8.07%。
与此同时,此前与*ST天成行情几乎“并驾齐驱”的ST岩石(600696.SH)也止步于12连板,股价从6月9日开始下挫,甚至在6月10日触及跌停板。
2018年年底开始,ST岩石以对价228.24万元收购贵州贵酿酒业旗下贵酒云电子商务85%股权,从白酒电商切入酒类销售领域;随后,其先后注册上海贵酒销售、上海军酒、上海贵酒科技等销售企业。2020年,公司来自酒类销售收入为5878.96万元,同比增长1035.28%,占比当期收入的73.75%。
带上白酒帽子后,ST岩石股价从2018年年度的4元/股左右,到2021年6月10日已涨至34.96元/股。
追究起来,除了白酒行业整体开始走弱分化等因素外,近期舍得酒业陷入“举报门”事件,也给所谓“白酒借壳概念股”热炒行情“泼冷水”。6月9日晚,私募大V、凌通盛泰投资管理董事长董宝珍在社交平台实名举报舍得酒业可能被非法操纵,并请求证监会就此进行调查。他将人为操纵的嘉美包装的股价走势和舍得酒业进行对比,指出“在逻辑上操纵犯罪中绝大多数会留下类似嘉美包装走势,走出类似嘉美包装走势往往可能存在操作犯罪。资本市场上和嘉美包装走势类似的股票都可能存在操作犯罪”。
不过,6月10日晚间,舍得酒业发布公告称,近日,公司发现有网络传闻“舍得酒业股价可能被非法操纵”等类似信息。经自查,公司不存在操纵股价的情形。
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太极实业吧(600667)
太极实业吧
7.58-0.32-4.05%
帖子数1篇
王景龙1
影响力注册时长2个月
发表于 06-15 20:56 来自东方财富Android版
帖子审核中,仅自己可见
更新于 06-15 20:57
已答前面吃了 一波 把价格打下来 在干一波
股友vbQIt1
影响力注册时长11个月
发表于 06-15 19:24 来自股吧Android版
帖子审核中,仅自己可见
更新于 06-15 19:26
已答
庄还会继续洗,做好继续T,继续持有,
韭菜绞肉机
影响力注册时长2.3年
发表于 06-14 21:39 来自东方财富iPhone版
帖子审核中,仅自己可见
更新于 06-15 17:07
已答
如果你作为一个合格的中线投资者,用得着害怕么?
smx海川
影响力注册时长5.1年
发表于 06-15 11:00 来自东方财富Android版
帖子审核中,仅自己可见
更新于 06-15 11:01
已答
走了,主力太弱
发表于 06-15 08:31 来自东方财富iPhone版
帖子审核中,仅自己可见
更新于 06-15 08:32
已答
哪个走势更坑爹,下跌更流畅一目了然。
爱你不是两三年
影响力注册时长1.3年
发表于 06-15 06:25 来自东方财富Android版
帖子审核中,仅自己可见
更新于 06-15 06:25
已答双阴洗盘
抢钱的钢琴家
影响力注册时长4.8年
发表于 06-14 22:30 来自东方财富Android版
帖子审核中,仅自己可见
更新于 06-14 22:31
已答
兵临城下
kisstherain4
影响力注册时长2.3年
发表于 06-14 18:19 来自股吧手机网页版
帖子审核中,仅自己可见
更新于 06-14 21:26
已答
最后上车机会!抢筹码洗主力喽!六十五根涨停在路上!快!快!快!哈哈哈哈哈
巴尔楚
影响力注册时长1.1年
发表于 06-14 19:57 来自股吧网页版
帖子审核中,仅自己可见
更新于 06-14 19:59
已答再正常不过的调整不要瞎比比,一点涵养都没有!
没有调整就没有大涨,连这个都不懂?
会飞的鱼FFF
影响力注册时长3.2年
发表于 06-14 17:11 来自股吧手机网页版
帖子审核中,仅自己可见
更新于 06-14 17:13
已答
每次都是见光死
股友vUpdxr
影响力注册时长7天
发表于 06-14 16:35 来自东方财富Android版
帖子审核中,仅自己可见
更新于 06-14 16:36
已答
我也被洗出来了!
戏曲娇訊
影响力注册时长4.8年
发表于 06-14 15:30 来自东方财富Android版
帖子审核中,仅自己可见
更新于 06-14 15:32
已答
为韭,悲
小散人0008
影响力注册时长4.6年
发表于 06-13 11:11 来自东方财富Android版
帖子审核中,仅自己可见
更新于 06-14 15:15
已答
等突破8.67回踩就可以重仓买入了
返回顶部
手机东方财富网 eastmoney.com
格隆汇6月15日丨太极实业(600667.SH)公布,基于日常业务经营需要,公司子公司信息产业电子第十一设计研究院科技工程股份有限公司(“十一科技”)拟与江苏日托光伏科技股份有限公司(“日托光伏”)进行光伏组件采购、工程总承包日常经营性关联交易。十一科技拟与日托光伏分别签署《单晶硅组件采购合同》、《采购合同》、《设备材料买卖合同》和《高效大尺寸组件厂务动力工程EPC总承包合同》。以上日常关联交易的主要类别和金额分别为:
日托光伏为公司控股股东无锡产业发展集团有限公司(“产业集团”)的控股子公司,符合《上海证券交易所股票上市规则》(2022年1月修订)第6.3.3条第(二)款规定情形,是公司的关联法人。因此,以上协议的签署构成关联交易。
本文源自格隆汇