Cooperated three times to sell 8 million, net red Weiya can’t take the demon stock Mengjie

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Cooperated three times to sell 8 million, net red Weiya can’t take the demon stock Mengjie
Recently harvested 8 rising and falling demon stocks Mengjie shares (002397), out of a wave of shocking market.  Opening today, Mengjie shares have been in a straight line limit, and closed at the last noon, which has blocked the daily limit and reported 8.01 yuan / share, fell below the 10 yuan mark.Both last Friday’s sustainable intraday limit and closed down by 7.87%, Mengjie shares are expected to have fallen by nearly 18% in two days.Air Force, the company’s market value was once from 32.7.8 billion straight line rose to 77.32 trillion, and the market value has increased by nearly 45 billion in 10 trading days.  Today, Mengjie shares have been monitored by Shenzhen Stock Exchange, and the data of cooperation with Weiya are also made public. Mengjie shares are severely subject to a daily limit.After some crazy hype, can the myth of Mengjie’s “making wealth” continue?  In the reply letter, the secret was revealed: The crazy market that only sold more than 8 million Mengjie shares in cooperation with Weiya three times began with an announcement on May 11.Taobao’s live sister Weiya pulled the eight daily limit boards of Mengjie shares with her own strength.  On the same day, Mengjie said that it has changed its “Strategic Cooperation Agreement” with Qianxun Culture, an e-commerce live broadcast agency.Cooperation.Mengjie said that there will be new products, but will not launch the Weiya brand.The two parties will cooperate with Weiya in consumer feedback, product sales, Weiya portrait rights, and public welfare.Democracy, for the cooperation between the two sides, some media reported that Weiya’s participation in the company’s product design and quality control is a light-weight “C2M” model.In addition, Meng Jie will have the right to use Wei Ya’s portrait rights.  Although Mengjie mentioned that “the fulfillment of this contract will not have a significant impact on the company’s production and operation”, it still cannot withstand the enthusiasm of the capital market.Mengjie shares also led to the outbreak of C2M modules. The merger of American Apparel, Piano and other companies all took the ride of the C2M concept, and the already quiet Internet celebrity economic concept stocks also revived again last week, Yujiahui, OneNetYichuang and others all rose.  However, on May 18, Mengjie shares received a letter of concern from the Shenzhen Stock Exchange.In the letter of concern, the Shenzhen Stock Exchange explained whether Mengjie shares actively use other non-information disclosure channels to cater to the hype of the “Internet celebrity live broadcast” market hotspot and cooperate with shareholders to reduce their holdings.  On May 22, Mengjie shares responded to the Shenzhen Stock Exchange’s letter of concern, and the amount of information was “broken”.In the reply letter, Mengjie shares disclosed that the company and Weiya have cooperated a total of 7 times, of which, in 2019, they cooperated to sell the company’s products 3 times, and the sales amount was 469.250,000 yuan, the company paid 104.220,000; in 2020, the company will cooperate with the company to sell the company ‘s products a total of 4 times. On May 18 this time, it was temporarily unsettled, and the cumulative sales amount for the other 3 times was 812.120,000 yuan, the company paid 2.13 million yuan.  It turned out that Weiya has cooperated with Mengjie four times this year, and the total of three times reached 812.120,000, with an average of about 2.71 million each time.According to the company’s 2019 annual report, Mengjie’s revenue last year was approximately 26.0 trillion, Mengjie’s revenue was about 3 in the first quarter of this year.At 63 trillion yuan, the three live broadcasts of Weiya’s goods accounted for only 0% of its revenue last year.3%, accounting for 2 of total revenue in the first quarter.twenty four%.After excluding the company’s payment fees, the profit margin of cooperation with Weiya is relatively small.  At present, although the cooperation with Wei Ya has a small impact on the revenue of Mengjie, the profit has been small, but from a long-term perspective, this news has opened up imagination for Mengjie.In the reply letter, Mengjie said that the company and Qianxun Culture signed a “strategic cooperation agreement”, which will be targeted for product development based on feedback from Weiya fans, increasing the frequency of company products entering the Weiya live broadcast room.Helps to increase the company’s product sales and brand awareness.The company is still selling the company’s products through the “Weiya” live broadcast platform and other platforms, and pays the planning fee and sales commission as agreed.  In fact, Mengjie shares have received further attention from the regulatory authorities.On the evening of May 22nd, the Shenzhen Stock Exchange announced that this week it continued to carry out key monitoring of the “Mengjie Shares” with abnormal daily fluctuations for several consecutive days and took timely regulatory measures.  Who is speculating on Mengjie shares?According to the public information of the organization and hot money PK, Mengjie shares a variety of traditions, mainly engaged in the design, manufacture, sales of home textile products and providing home life services. It has independent brands such as MENDALE and MINE.In recent years, the phenomenon of “increasing income but not increasing profits” has appeared in Mengjie shares.  Choice data shows that from 2015 to 2019, Mengjie’s revenue was 15 respectively.200 million, 14.500 million, 19.300 million, 23.100 million, 26.With revenue of US $ 0 billion, revenues continued to increase; but attributable net profit increased.In the above report, the net profit attributable to Mengjie shares was 1 respectively.5.5 billion, 97.27 million, 51.26 million, 84.38 million and 85.39 million.  Corresponding to revenue, Mengjie’s performance in the capital market is tepid.After the start of February this year, Mengjie shares fell for two consecutive stops and reached the lowest level in 20153.94 yuan.In this regard, the predecessor of Mengjie shares on Saturday (002291) is usually more “resistance”, and still out of the trend in the case of the shock wave of the epidemic.However, on Saturday, the concept of the online celebrity economy was slashed every year.  From the data point of view, Wind data shows that although Mengjie shares have been growing in the past month.36%, but the overall growth of Mengjie shares has only increased by 55 in the past year.75%.  The Air Force has always been tepid with Mengjie shares, and has been listed on the Dragon and Tiger List five times in a row since May 12.Choice data shows that from the perspective of trading seats in recent trading days, Mengjie shares encountered institutions and hot money “big PK”.On May 12 and May 14, the top five buying seats replaced the brokerage business department seats; on May 12, the first two selling seats were institutional seats, and the last three seats were Guoxin Xiamen Jinzhong Road, CITIC Construction Investment BeijingFinancial Street, CITIC Hangzhou Jincheng Road; the top five selling places on May 14 are all seats in the brokerage business department.  The after-hours list on May 21 showed that the turnover on the three trading days from May 19 to 21 was 28.3.6 billion US dollars, buy the top five seats to merge the business department, buy the top five seats in total buy 2.8.0 billion, at the same time sold 1.4.8 billion yuan.The top five seats sold except Tianfeng Securities Shanghai Branch, reorganized the seats of the sales department and sold a total of 2.5.2 billion yuan, while buying 1.200 million yuan.  Obviously, in the process of Mengjie’s crackdown, Wu Jing, the second largest shareholder of Mengjie, reduced her holdings. She is also the former wife of Jiangjie Wu, chairman of Mengjie.According to the announcement, from May 12 to May 18, Wu Jing reduced the company’s shares by a total of 1419 through centralized bidding and block transactions.910,000 shares, the proportion of the company ‘s shares held by the company ‘s total share capital was 14.03% changed to 12.18%.  Wu Jing is not the only one to reduce holdings.According to the company’s announcement, on May 14, Zhou Yu, the son of company director Zhang Aichun, reduced his shares in the company through centralized bidding transactions7.700,000 shares, accounting for 0 of the company’s total share capital.01%; May 15, May 19, May 20, and May 21, Cheng Yan, deputy general manager of Mengjie Co., Ltd., and his spouse Zhang Jian gradually reduced their shares in the holding company through centralized bidding transactions.040,000 shares, accounting for 0 of the company’s total share capital.02%.Sauna, Ye Wang Zhang Zeyan editor Sun Yong proofreading He Yan