Home >

A Shares Five Day "Pressure Measuring K-Line" Emergency Start Incremental Letter Phi To Strengthen ESG Resumption Is Still The Key

2020/2/8 8:04:00 0

A ShareK-LineIncrementESGReworkKey

All kinds of projections before the year tried to outline the trend of economic development in 2020. It can be expected that the epidemic will become the absolute key word.

Five days after opening, the capital market also fluctuate with the development of the epidemic.

According to the twenty-first Century economic report reporter statistics, more than 200 listed companies urgently launched the incremental letter on the epidemic.

Among them, there are virus related nucleic acid detection kits and other epidemic related products R & D progress, there are many donors and donors to rush to the rescue, there is no lack of impact on the production and operation of the epidemic and response.

In particular, the impact of the epidemic on the industry, the problems faced by the resumption of work, and so on, all kinds of butterfly effects caused by the epidemic can be seen from it.

If the performance is affected by sand table deduction, some listed capital operations will inevitably be affected.

At the same time, central and local policies to support enterprise development are also being introduced.

The epidemic is increasing.

Bulletin announcement is an important window for public companies to communicate with the market.

This time, C was left to the epidemic.

In twenty-first Century, according to incomplete statistics of key words, according to key words in twenty-first Century, there were nearly 300 epidemic related announcements issued by A shares in late February 7th, which mainly involved donation information, the impact of the epidemic on the production and operation of listed companies, and the disclosure of research and development related products related to the epidemic.

It should be pointed out that most of these announcements are voluntary disclosure according to the rules of information disclosure of listed companies. Many listed companies also stated in the announcement title that they are "voluntary disclosure announcements on XXX".

"There is no fixed format, we also refer to other listed companies listed in the relevant announcements." In February 7th, a securities company member who disclosed the impact of the epidemic told reporters.

The earliest known epidemic related announcement was the description of the new coronavirus nucleic acid detection kit and the universal nucleic acid detection kit for coronavirus published by 688399.SH in January 14th. It pointed out that in view of the outbreak of new coronavirus in Wuhan, the company developed a new coronavirus nucleic acid detection kit and a coronavirus universal nucleic acid detection kit based on fluorescence PCR technology in January 13, 2020. The above products are used only for the detection of new coronavirus and other coronaviruses, and not for treatment. The above products are only scientific research products without obtaining product registration certificate.

"The above products will not affect the company's current revenue and profits, nor will it constitute new business, and will not constitute a major business change." Its expression.

This announcement, as far as January 20th, clearly pointed out that the risk of "human to human transmission" before the virus caused widespread public attention.

In January 10th, the gene sequence of the new coronavirus was detected. The sequencing of the virus was completed by a collaboration team led by Professor Zhang Yongzhen of Fudan University biomedical research institute. The relevant data were published on the virological.org website and uploaded to GenBank. After the completion of gene sequencing, all the in vitro diagnostic companies can be based on this, and develop nucleic acid detection kits.

The coronavirus sequence is only 10 days old. The five Chinese companies, including Dahna gene, Da'an gene, KELONG biology, Wanfu biology and Shuo Shi bio, have publicly indicated that the corresponding detection kit has been developed successfully. The products of KELONG biology have been put into use in many centers for Disease Control and prevention, and the products of Da an gene are waiting for the official registration qualification.

In the face of the epidemic, many enterprises donated money and donated goods to bring their advantages into play in the process of fighting the epidemic, which was also reflected in the announcement of listed companies.

According to incomplete statistics of the twenty-first Century economic report, the listed companies issued the donation information bulletin, which accounted for the majority of the relevant announcement of the epidemic.

In January 25th, Changjiang Securities (000783.SZ) issued the first announcement on the donation related to the epidemic, and agreed to donate RMB 10 million yuan to 7 managed hospitals in Wuhan to support the new front-line coronavirus pneumonia in the epidemic area.

"After the outbreak, we bought millions of protective materials abroad and donated to the country. When the donation came to the ground, the leader said he would prepare for the announcement." A securities company of a listed company disclosing donation information told reporters.

Numerous donation announcements show the eight Party's rush to help the A share listed companies under the epidemic situation. According to the twenty-first Century economic report, the rush to help the listed companies is more than the disclosure of the announcement.

According to the February 6th statistics of China Listed Companies Association, about 800 listed companies have participated in the rescue operation. And in the process of understanding the details of donations, some listed companies indicated that the epidemic is still continuing, and declined further explanation of donation action.

The more diversified information is related to the announcement of the production and operation of listed companies.

For example, on the eve of the opening of the market, Shanghai electric power stock (002463.SZ) announcement said that some factories were postponed to resume work. The company was postponed to the factory of No. 1 Tung long road, Yushan Town, Kunshan until February 10, 2020. The company's wholly owned subsidiary, Kunshan Hu Li Micro Electric Co., Ltd. and Huangshi Shanghai Electronic Co., Ltd. did not stop production during the Spring Festival. Maintain production on the original scale.

Shanghai Electric shares said, "during a very special period, the company will maintain close communication with all parties concerned, and timely listen to the needs of stakeholders, such as employees, customers, suppliers, and government, and hope to cooperate with many stakeholders to overcome the challenges posed by the epidemic. However, due to the reduction of working days and production scale and other factors, it is inevitable that the company's performance in the first quarter of 2020 will be affected to a certain extent, and investors are invited to invest rationally and pay attention to investment risks.

It is worth mentioning that in the relevant incremental letter, the words "corporate social responsibility" and "stakeholder" and other corporate social responsibility (CSR) words become high-frequency words, or can be seen as drills before mandatory disclosure of ESG reports by A shares.

Song Zhiping, President of the association of Chinese listed companies, said recently that the association of listed companies will actively promote the popularization of social responsibility reports and the promotion of ESG reports with the Shanghai Stock Exchange and Shenzhen Stock Exchange, and strive to make listed companies complete the coverage of ESG reports as soon as possible, and also promote the early promulgation of ESG reporting guidelines.

The problem of resuming work is imminent.

In twenty-first Century, an economic report reporter learned that "resumption" has become the focus of many enterprises.

The chairman of a listed company of HUAWEI industry chain admitted to reporters that at present, he had not yet resumed work, and felt the pressure of timely delivery. "There are still many orders for our customers. HUAWEI hopes that we will deliver them as soon as possible. There will be some impact if the reemployment time is postponed. HUAWEI is pressing goods every day, from 3 to now. He admitted.

According to the plan, its enterprises will be reunified in February 10th.

In the latest situation, there are still many variables to return to work throughout the country. For some enterprises closely related to upstream and downstream, even if they can quickly resume their work, it is still difficult to determine when the upstream and downstream supporting enterprises of the industrial chain will resume their work.

Under the severe epidemic situation, some areas have further strengthened personnel control and traffic restrictions.

At the beginning of the resumption of work, Hubei will resume its work in February 14th, and will resume its work in the country.

"We have a listed company customer plan to disclose the annual report in March, originally prepared to start the past company spent a month or so to do annual review, now can only be at home office notice, and so on when Hubei started February 14th." In February 2nd, an accountant with eight auditing responsibilities in Wuhan told the business reporter in twenty-first Century.

But it pointed out that "it can be audited remotely, but in general, some verification procedures still have to be done on the spot."

"For the epidemic, Wuhan and Hubei have certain advantages in the electronic communications, automotive and pharmaceutical industries, and related enterprises' shutdowns and postponed resumption may impact other enterprises in the industry chain." A broker strategy analyst thinks.

With the development of the epidemic situation, more detailed rework arrangements have been gradually promulgated.

In February 7th, the city of Hangzhou announced that from February 10th onwards, the city's enterprises in Hangzhou resumed their work to apply for a duplicate filing system. Specifically, enterprises in accordance with the epidemic prevention and control conditions under the premise of February 10th, February 15th, February 20th, 3 batches of workers to resume work. All enterprises are not allowed to return to work without approval from the territorial Government.

On the afternoon of February 6th, the leading group of the new type of coronavirus infection prevention and control in Zhengzhou issued a circular No. 10 to make arrangements for the related issues of the industrial enterprises, service enterprises and construction safety resumption during the period of epidemic prevention and control. The enterprises were divided into 3 batches in February 10th, February 17th and February 24th according to priorities and priorities.

"Now I have finished auditing the company's report before writing at home, but now the unit has not been on duty yet, and many of the information is not available. Before Hubei was the latest, the Zhengzhou listed company that we are going to audit the annual report will not return to work until March. In February 7th, an accountant from Wuhan told reporters.

The chairman of the board said to reporters that an important issue now is how to manage the epidemic situation well and make arrangements for resuming work at the same time.

Reporters learned that, for example, Gao de infrared, Golden Shield's red technology and other anti epidemic materials production enterprises have been included in the Ministry of industry's key protection list, and the green channel is fully opened to materials and logistics needed for production and service.

"Although Wuhan and Hubei are subject to traffic control, the Ministry of industry has put the High German company in the key protection list. Now it has made a green light on the material and logistics aspects of the company. At the same time, it has reported the list of raw materials enterprises that have not resumed work, and informed the manufacturers to resume work, and there is no problem in raw material procurement." Gao de infrared said in response to the agency's question of supply of raw materials.

"By February 6th, the company's body temperature measurement and thermal imager has shipped more than 1000 units, and now it is saturated with hand orders and is working overtime." Golden Shield shares.

According to the twenty-first Century economic report, more enterprises, especially those with strong manpower and strong industrial chain, still face the challenge of resuming work and even have a certain impact on their performance.

Manometry capital operation trend

With the continuation of the epidemic, some deeper effects are inevitable. For example, the fluctuation of financial data may affect the capital operation of listed companies and listed companies.

As of the evening of February 7th, 5 listed companies have issued supplementary pledge announcements since the opening of the 21 trading days.

For a listed company, if the epidemic has a greater impact on the company's performance, it may affect subsequent refinancing. For example, issuing convertible bonds has relatively high financial requirements for listed companies. An investment banker in Southern China pointed out.

Nearly 500 IPO companies waiting to be listed may also be affected by the epidemic.

As far as Hubei is concerned, there are 6 IPO enterprises registered in Hubei. They are Xiangyun shares of sprint main board, Jun Yao's big health, sprint Sheng Ping bio and sprint of Chuang Chuang plate, Lutheran environment and prebiotic products.

"Catering, logistics, and some other IPO enterprises that fail to start on time will be affected, which will be reflected in the financial data. However, these effects can be explained later in the prospectus and feedback, and the SFC should consider it as appropriate. " IPO, a large brokerage firm in Southern China, told reporters.

 

  • Related reading

Epidemic Prevention And Control Is Active As The Stock Price Rises Leading Property To Compete For 3 Trillion Blue Ocean.

Industry stock market
|
2020/2/8 8:03:00
0

A Shares Opened On The Eve Of Institutional Status: AB Corner Adhere To Perform Duties, Emergency Pressure Measurement Opportunistic Layout

Industry stock market
|
2020/2/3 13:41:00
0

The Fate Of The Birds Will Be Held In Second Public Auctions.

Industry stock market
|
2020/1/7 15:49:00
1

Martian Kitchen Utensils Two Degrees Impact IPO Sequoia Capital With "Bet" Assault Stocks

Industry stock market
|
2020/1/7 12:09:00
1

Wei Lai Automobile Sales Increased By 35% In The Three Quarter, Exceeding The Expected Stock Price Soaring More Than 50% A Day.

Industry stock market
|
2020/1/1 16:26:00
4
Read the next article

The Four Important Forces Are Actively Participating In Online Education.

Just like the relationship between SARS and electricity consumption, the epidemic may also bring more online education experience, and eventually it may produce the whole online.