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隆平高科4天涨42%机构蜂拥调研高管为啥接连减持
2020-01-07 23:39  www.ypublico.com

  1月3日晚,隆平高科发布公告,公司董事、决策委员会委员、总裁、执行委员会主任廖翠猛在刚完成400万股的减持后,拟自公告披露之日起15个交易日后的六个月时间内通过证券交易所集中竞价交易、大宗交易方式减持公司股份合计不超过69万股,占公司总股本%。

On the evening of January 3, the company's director, policy committee member, president and executive committee director, Mr Liao Cui-meng, intends to reduce the total number of shares of the company to no more than 690,000, or% of the company's total shares, in the six months following the 15 trading days after the announcement.

  尽管拟减持数量不多,但还是有投资者表露了顾虑。一位投资者表示,“减持了,周一咋办?”还有投资者表示,“星期一是不是该跑了”。

Despite the small number of proposed reductions, some investors have expressed concerns. One investor said,\" What about Monday when you're down?\" Investors also said,\" Monday is not the time to run.\"

  近日,受此消息影响,“种业股大涨”一度占据财经热门搜索榜首。作为行业龙头的隆平高科受资金追捧,高居腾讯自选股小程序热搜榜榜首。

Recently, affected by this news,\" seed stocks soared \"once occupied the top of the hot financial search. As the industry's leading Longping Hi-tech is sought after by funds, Tencent's top self-selected Mini Programs hot search list.

  盘面显示,隆平高科股价4个交易日累涨%,股价创2018年8月23日以来新高(除息后)。其中,2019年12月30日收涨%;2019年12月31日、2020年1月2日、2020年1月2日,隆平高科均涨停,最新封单数量为万手。

Shares in Longping Tech rose by% in four trading days, hitting a new high since August 23,2018. Among them, December 30,2019 closing up%; December 31,2019, January 2,2020, January 2,2020, Longping Hi-tech all trading, the latest number of envelopes is 10,000 hands.

  2019年12月30日,农业农村部科技教育司公告称,拟批准颁发192个植物品种的转基因安全证书,其中包括的转基因玉米“DBN9936”、杭州瑞丰/浙江大学的转基因玉米“双抗12-5”。杭州瑞丰系隆平高科参股公司。

On December 30,2019, the Department of Science, Technology and Education of the Ministry of Agriculture and Rural Affairs announced that it intends to approve the issuance of a genetically modified safety certificate for 192 plant varieties, including the genetically modified maize \"DBN9936\" and the genetically modified maize\" double resistance 12-5\" of Hangzhou Ruifeng \/ Zhejiang University. Hangzhou Ruifeng Department Longping Hi-tech Shares Company.

  根据公告,隆平高科现持有杭州瑞丰%股权、其关联方诚通中信农业结构调整投资基金(有限合伙)通过深圳市鲲信瑞航科技合伙企业(有限合伙)持有杭州瑞丰%股权。

According to the announcement, Longping Hi-tech now owns a% stake in Hangzhou Ruifeng, and its related party Chengtong CITIC Agricultural Structural Adjustment Investment Fund (limited partnership) holds a% stake in Hangzhou Ruifeng through Shenzhen Kunxin Ruihang Technology Partnership (limited partnership).

  隆平高科称,公司作为杭州瑞丰唯一的产业投资方,近年与杭州瑞丰及沈志成教授在转基因农作物性状研发与产业化运用、实现转基因技术转换领域开展了全面的合作。杭州瑞丰系由沈志成教授作为创始人,是国内专业从事转基因农作物性状研发与产业化运用的优秀企业。

Longping high-tech said that the company as the only industrial investors in hangzhou ruifeng, in recent years with hangzhou ruifeng and professor shen zhicheng in gm crop traits research and development and industrialization, the implementation of gm technology conversion field of comprehensive cooperation. Hangzhou Ruifeng Department by Professor Shen Zhicheng as the founder, is a domestic professional genetically modified crop traits research and development and industrial application of outstanding enterprises.

  指出,“自2009年以来,这是转基因玉米首次在申请安全证书环节取得进展。”平安证券称,转基因种业带来的增量空间来自于提供整套解决方案,国内玉米种植面积亿亩,以10元/亩技术费计算,市场空间保守估计为53亿元。

\"This is the first time since 2009 that GM maize has made progress in applying for a safety certificate,\" he said. According to Ping An Securities, the incremental space brought by the genetically modified seed industry comes from providing a complete set of solutions, with 100 million mu of domestic corn grown, calculated at 10 yuan per mu of technology, and a conservative estimate of 5.3 billion yuan in market space.

  新闻刚出,机构便纷纷叩门调研。隆平高科1月3日下午披露的投资者关系活动记录表显示,、重阳投资、江西潮望投资有限公司、国联安基金管理有限公司这四家机构代表于1月2日到隆平高科调研,公司介绍了玉米生物技术研发情况及优势。

As soon as the news came out, the agency knocked on the door to investigate. According to the investor relations activity record sheet disclosed by Longping Hi-tech on the afternoon of January 3, representatives of four institutions, Chongyang Investment, Jiangxi Chaowang Investment Co., Ltd. and GuoAulian Fund Management Co., Ltd., came to Longping Hi-Tech on January 2 to investigate the research and development of maize biotechnology.

  隆平高科此前发布的《2018-2019业务年度经营情况报告》显示,公司收入主要来自水稻种子,其次是玉米种子。2018年10月1日-2019年9月30日,水稻种子、玉米种子分别贡献收入亿元、亿元,占总营收的比例为%、%。

The company's revenue comes mainly from rice seeds, followed by corn seeds, according to Longping Hi-tech's previous \"Annual Business Operating Report 2018-2019.\" October 1,2018-September 30,2019, rice seeds and corn seeds contributed 100 million yuan and 100 million yuan respectively, accounting for%,% of the total revenue.

  2019年前三季度,隆平高科实现收入亿元,同比下滑%,亏损亿元,扣非后亏损扩大至亿元。公司称净利润下降主要原因为:第三季度行业季节性亏损,同时(2019年)前三季度日均贷款额增加、贷款汇率变动、贷款利率上升等因素导致公司财务费用增加,海外投资收益、金融资产投资产生的收益较上期减少。受行业下行影响,种业利润下降。

In the first three quarters of 2019, Longping Tech achieved revenue of $100 million, down% from a year earlier, with a loss of $100 million and a post-deduction loss of $100 million. The company said the decrease in net profit was mainly due to seasonal losses in the industry in the third quarter, and the increase in daily average loan volume in the first three quarters of (2019), the change of loan exchange rate, the increase of loan interest rate and other factors led to the increase of financial expenses of the company, and the return on overseas investment, financial assets investment was less than the previous period. Affected by the industry downturn, seed industry profits fell.

  深圳振华路证券营业部在2019年12月31日和2020年1月2日买入4413万元、万元,合计亿元。东财Choice数据显示,自2019年以来,该席位现身龙虎榜达46次,成交总额为亿元,实力排名第158位。

Shenzhen Zhenhua Road Securities Business Department bought 44.13 million yuan and 10,000 yuan on December 31,2019 and January 2,2020, for a total of 100 million yuan. Since 2019, the seat has appeared 46 times on the Dragon Tiger list, with a total turnover of $100 million and strength ranked 158th, according to Dongcai Choice.

  上海闵行区东川路证券营业部1月2日买入隆平高科亿元。东财Choice数据显示,该席位系“实力游资”,自2019年以来,该席位现身龙虎榜高达189次,成交总额为亿元,实力排名第19位。

Shanghai Minhang District Dongchuan Road Securities Business Department on January 2 to buy Longping Hi-Tech billion. Dongcai Choice data show that the seat is \"strength hot money,\" since 2019, the seat has appeared in the list of 189 times, the total transaction of 100 million yuan, strength ranked 19th.

  获游资追捧同时,也有资金连续大手笔出货。在隆平高科斩获3个涨停板期间,北京安立路证券营业部每日的卖出金额分别为万元、万元和万元,累计套现亿元。

Hot money sought after at the same time, there are also funds for a series of large shipments. During the period when mr longping won three trading boards, beijing's anli lu securities sales department sold ten thousand yuan, ten thousand yuan and ten thousand yuan a day, with a cumulative cash of 100 million yuan.

  机构资金存在分歧。1月2日的龙虎榜显示,有3个机构专用席位当日合计买入金额达亿元,同时有2个机构专用席位当日卖出金额达亿元。不过,在另外两个涨停日,有3个机构专用席位合计买入金额达7619万元,未见机构专用席位卖出。

Institutional funding is divided. According to the dragon and tiger list on january 2nd, three institutional seats totaled 100 million yuan on the day of purchase, while two institutional seats sold on the day amounted to 100 million yuan. However, on the other two trading days, three institutional seats totaled $76.19 million and no agency seats were sold.

  值得注意的是,在2019年12月31日的龙虎榜中,出现了两个长沙当地的营业部席位,即英大证券长沙芙蓉中路证券营业部和国信证券长沙五一大道证券营业部,合计卖出金额达3987万元,买入金额为0元。

It is worth noting that in the Dragon Tiger list on December 31,2019, there are two seats in Changsha's local business department, namely, the British Securities Changsha Furong Road Securities Business Department and the Guoxin Securities Changsha Wuyi Avenue Securities Business Department, with a total sales amount of 39.87 million yuan and a purchase amount of 0 yuan.

  实际上,公司总裁廖翠猛刚刚完成了一轮减持。2019年6月,隆平高科公告,廖翠猛拟在6个月时间内(即至2020年1月3日)减持不超400万股。目前已实施完毕,累计减持400万股。根据减持均价测算,合计变现5425万元。

In fact, the company's president, liao cui-meng, has just completed a round of reduction. In June 2019, Longping Tech announced that Liao proposed to reduce his holdings by no more than 4 million shares over a six-month period, i.e., until January 3,2020. Implementation has now been completed, with a cumulative reduction of 4 million shares. According to the average price of reduction, the total realized 54.25 million yuan.

  值得注意的是,廖翠猛的上述400万股减持时间集中于2019年12月下旬,其在近日股价大涨中也有减持。2019年12月30日减持42万股,2019年12月31日减持70万股,2020年1月2日减持万股,合计变现2602万元,占总变现金额的%。

Notably, mr. liao's four million shares were cut in late december 2019, and it also fell in recent surges. It reduced its holdings of 420,000 shares on December 30,2019,700,000 shares on December 31,2019 and 10,000 shares on January 2,2020, with a total realization of $26.02 million, or% of the total realized amount.

  目前,廖翠猛持有隆平高科股份万股,占公司总股本%。根据最新股价(元/股)计算,其持股市值约合亿元。不过,这部分股份中,有万股受限,占其持有股份的%。

At present, Liao Cuimeng holds ten thousand shares of Longping Hi-tech, accounting for% of the total share of the company. Its stock market value is about $100 million, based on the latest share price (yuan\/share). However,10,000 shares of this portion are limited, or% of its holdings.

  廖翠猛的股份系上市公司发行股份购买资产时所获。隆平高科2014年1月披露的《新增股份变动报告及上市公告书》提到,公司向涛海投资及袁丰年、廖翠猛等47名自然人合计发行5003万股股份,用于支付购买公司控股子公司湖南隆平45%股权的对价。

Liao's shares were acquired when a listed company issued shares to buy assets. Longping High-Tech disclosed in January 2014, the \"New Share Change Report and Listing Notice\" mentioned that the company invested in Taohai and 47 natural persons, including Yuan Fengnian and Liao Cuimeng, issued a total of 50 million shares to pay the consideration for the purchase of 45% of Hunan Longping, a controlling subsidiary of the company.

  彼时发行价格为20元/股,廖翠猛获得隆平高科股份万股。后因“10转10”及2015年增持,廖翠猛持股数量增至万股。

At that time, the price of the issue was 20 yuan per share, Liao Cuimeng won ten thousand shares of Longping Hi-tech shares. After the \"10 to 10\" and in 2015, the number of shares increased to 10 shares.

  公告显示,廖翠猛所获发行股份购买资产股份于2017年1月11日解除限售,因高级管理人员身份根据相关法律规定每年减持股份不超过所持股份的25%;上述减持计划实施完成后,廖翠猛自公司2018年度报告披露之日起所减持股份总数未超过其所持有公司股份总数的20%。

According to the announcement, the sale of shares purchased by Liao Cui-meng was lifted on January 11,2017, because the senior management's status under the relevant law does not exceed 25% of the shares held each year.