Shanghai Airport has no choice but to respond.
The total share capital of Shanghai Airport is 65.438+92.7 million shares, and the closing price of1October 29th is 79 yuan. As of February 2, the closing price was 63.99 yuan, and the stock price fell by 654.38+0.505438+0 yuan in two trading days. According to the financial channel of China Industrial Economic Information Network, the total market value of Shanghai Airport dropped from 65.438+052.233 billion yuan to 65.438+023.309 billion yuan at present, and the total market value evaporated by 28.924 billion yuan in just two days.
In response to the daily limit of Shanghai Airport for two consecutive trading days, on February 2, Shanghai Airport announced that there were no major matters that should be disclosed but not disclosed after the company's self-examination and consultation with the controlling shareholder Shanghai Airport (Group) Co., Ltd.
According to Shanghai Airport, the COVID-19 epidemic has a great impact on the company's business development and customer operation. The passenger throughput and aircraft take-off and landing sorties of Pudong Airport have dropped significantly. Since July 2020, with the gradual control of the domestic epidemic, the business volume of domestic routes has gradually improved. However, due to the global epidemic, the business volume of international routes is still greatly affected, and the operating pressure of the company continues to increase.
After self-inspection by Shanghai Airport, in addition to the above-mentioned major matters, the company has disclosed the Announcement on Signing the Supplementary Agreement of the Duty Free Shop Project Management Right Transfer Contract on October 30th, 2026 (Pro 202 1-002) and the Announcement on Pre-loss in 2020 (Pro 2021-) The reply is as follows: "Up to now, Shanghai Airport (Group) Co., Ltd. has no major information that should be disclosed to the company but not disclosed, including but not limited to major asset restructuring, share issuance, acquisition, debt restructuring, business restructuring, asset divestiture, asset injection, share repurchase, equity incentive, bankruptcy restructuring, major business cooperation, introduction of strategic investors and other major matters."
Shanghai Airport also said that after verification, the company did not find any media reports or market rumors that might have a significant impact on the company's stock trading price, nor did it involve other market hot concepts. The controlling shareholders, directors, supervisors and senior managers of the company did not buy or sell the company's shares during the abnormal fluctuation of the company's stock trading; The company has not found any other major events that may have a greater impact on the company's share price.
Zhang Kun of E Fund panicked.
The Financial Channel of China Industrial Economic Information Network noticed that for Shanghai Airport, some institutions kept downgrading their ratings, among which Dongxing Securities was typical, downgrading the company's rating to "neutral". Dongxing Securities said that it is estimated that the net profit of Shanghai Airport in 2020-2022 will be-65.438+0.23 billion yuan, 65.438+0.68 billion yuan and 4.58 billion yuan respectively, corresponding to EPS of -0.64 yuan, 0.60 yuan and 2.38 yuan respectively. "Although in the long run, Shanghai Airport has always been the main entrance for international tourists in China, and its channel position in the duty-free industrial chain is still strong, considering the huge uncertainty of future performance under the new agreement and the uncertainty of the duration of the epidemic, we downgraded the company's rating to neutral."
The big white horse stock with a market value of 100 billion yuan is usually the "good heart" of institutional investors, but I didn't expect to "step on the thunder" this time, and even Zhang Kun, the fund manager of E Fund, who was popular during this time, was also recruited.
According to observation, Zhang Kun's E Fund Small and Medium Mixed Fund Company is the largest institutional investor. By the end of last year, E Fund's small and medium-sized mixed company held 2 1 800,065,438+0,000,000 shares of Shanghai Airport, with a market value of 65.438+649 million yuan, accounting for 0/.99% of the outstanding shares, and increased its holdings by 2.2 million shares in the fourth quarter of last year. It is particularly noteworthy that in the fourth quarter of 2065438+2006, Shanghai Airport entered the list of the top ten awkward stocks of E Fund's small and medium-sized stocks, which has been counted for four years. It can be said that Zhang Kun is a "hardcore fan" of Shanghai Airport.
Zhang Kun panic in my heart? Although the top four liquor stocks Kweichow Moutai, Yanghe, LU ZHOU LAO JIAO CO.,LTD and Wuliangye all rose, which seemed to offset the impact of Shanghai Airport. After all, there was a stock market value of 65.438+64.9 billion yuan, but nearly 330 million yuan evaporated in these two days. Don’t panic！
The financial channel of China Industrial Economic Information Network also noticed that the data of Shanghai Airport in the past three days showed that the net sales for three days was 354.7 million yuan; Three-day purchases totaled 654.38+60.6 billion yuan, accounting for 3.7654.38+0% of the total three-day turnover; The three-day sales totaled 515.2 million yuan, accounting for 1 1.9 1% of the three-day total turnover.
Transfer from: China Industrial Economic Information Network