Viya came to this company and the stock price doubled in 8 days! Letter of concern for continuous trading

category:Finance
 Viya came to this company and the stock price doubled in 8 days! Letter of concern for continuous trading


Image source: wind

On May 19, Mengjie shares started trading again. As of the press release, the share price of Mengjie shares was Eight point five Yuan, up 9.96% u3002

From May 8 to now, Mengjies share price is unique. Except for the 11th, the rest of the individual trading days are reported to close on the trading board. Especially since the 12th, the share price has been on the one word trading board. On May 18, the closing price of Mengjie stock reached 960000. Opening on May 19, Mengjie shares rose again.

Via image source: video screenshot

Although Mengjie shares mentioned that the signing of this contract will not have a significant impact on the production and operation of the company, from the perspective of its stock price performance, it still seems to be unable to resist the enthusiasm of the capital market for the concept of netred.

Because of the continuous strong stock price performance, since August 8, Mengjie has issued two announcements of abnormal stock trading fluctuations. At the same time, it also caused the attention from the supervision.

On May 18, the management department of small and medium-sized board company sent a letter of concern to Mengjie. It is required that Mengjie shares, in combination with the recent research of reception institutions and individual investors, especially the mobile internet marketing business and social e-commerce service business, conduct self-examination on whether to disclose insider information to research institutions and individual investors through non information disclosure channels, and whether there is any violation of the principle of fair disclosure.

Photo source: Photo Network (not related to image and text)

At the same time, the regulatory authorities also require Mengjie to disclose the actual controllers and their concerted actors, the directors, supervisors and shareholders holding more than 5% of the companys shares, and whether there is any stock price speculation to cater to the online Red live market hot spot and cooperate with shareholders to reduce their shares.

Previously, Jinyu ham, new culture, Saturday, etc. were all hot in the market due to their involvement in online red tape products, and attracted regulatory attention. Some of the companys shareholders, fenggao, were controversial in reducing their holdings.

Wu Jing, who holds more than 5% of Mengjies shares on April 16, plans to reduce his stake by 12 million shares in six months after 15 trading days, the daily economic news reporter noted. Mengjie shares announced on May 14 that during the period from May 12 to May 14, Wu Jing had reduced his holding of 6 million shares by more than half, and the average price of the reduction was five point two eight Yuan / share~ six point three nine Yuan / share.

Wu Jings shares come from Jiang tianwu. On the evening of January 25, 2017, Mengjie announced that Jiang tianwu and Wu Jing had signed a divorce agreement and Jiang tianwu was the general one point two seven Hundred million shares of the company are divided into shares under the name of Wu Jing, accounting for the total share capital 18.67% u3002

The main business of the company is relatively flat

If there is no online Red live broadcast with goods, Mengjie shares may still be relatively flat in the A-share market.

Mengjie Co., Ltd. landed in a share in 2010, mainly engaged in the design, manufacturing, sales of home textile products and providing home life services. It has 11 wholly-owned subsidiaries and 1 holding subsidiary, with its own brands such as Mengjie (mendale), Mei (mine).

From 2017 to 2019, although Mengjies revenue from nineteen point three four Billion yuan to twenty-six point zero four Billion yuan, but the companys net profit performance is unsatisfactory, highlighting the performance fatigue.

Specifically, from 2017 to 2019, Mengjies revenue is respectively nineteen point three four Billion yuan twenty-three point zero eight Billion yuan twenty-six point zero four Billion yuan, year-on-year growth 33.69% , 19.35% , 12.8% ; net profit attributable to the parent is zero point five one Billion yuan zero point eight four Billion yuan zero point eight five Billion yuan, of which, the year-on-year decline in 2017 47.3% , year on year growth in 2018 and 2019 64.61% , 1.19% u3002

Photo source: screenshot of Mengjie home textile official website

In the first quarter of this year, both revenue and net profit of Mengjie fell, and the companys revenue was three point six three Billion yuan, net profit three thousand and fifty-seven point one eight The year-on-year decline rate is 34.63% , 46.63% u3002

Hong Weiya, a member of mengjie.com, said that she was holding hands with Hong Weiya,

E-commerce live sales is one of the current Internet marketing modes, and it is also the companys product sales channel.

The outbreak of novel coronavirus in early 2020 accelerated the development of direct selling of e-commerce, and the company also made positive use of its sales company products.

In fact, home textile products with low unit price, light weight and high purchase frequency are very suitable for e-commerce. E-commerce channels can also significantly improve the sales efficiency of home textile products. However, it is not clear how much help we can bring to our performance when we seek live delivery.

Try c2m mode

It is worth noting that according to the securities times, the cooperation between Mengjie and Weiya is not only on the live delivery level, according to the cooperation agreement, Weiya will participate in the design and quality control of Mengjie home textile for the needs of fans, which is a light c2m mode. C2m (customer-to-manufacturer), i.e. customer to factory, integrates the customized demand of consumers through Internet big data, and then sends production orders to manufacturers,

In the middle, the intermediate channel links such as brand merchants, agents and shopping malls are removed, so that the products are almost sold to consumers at wholesale price.

C2m enables the separated and scattered consumption demand to gather together and provide the demand to the manufacturer in an overall, regular and operable form, thus transforming retail into centralized purchase, which can greatly improve the production efficiency, assets and capital turnover of the factory. Compared with the traditional first post sale mode and online e-commerce mode, c2m mode can short-circuit the intermediate links such as inventory, logistics, total sales and distribution, avoid price increase layer by layer, make the price more transparent, and consumers and manufacturers benefit from it.

Comparison between c2m mode and traditional mode

Photo source: China Post securities

Participants in c2m industry can be divided into three categories: large-scale integrated e-commerce platform, manufacturer and small-scale c2m platform, among which large-scale integrated e-commerce platform plays a leading role.

Photo source: c2m mode of Wanlian securities can customize products according to customers needs, direct selling by manufacturers, omitting intermediate links, low price and guaranteed quality, which can fully meet consumers personalized and cost-effective consumption needs, and help develop sinking market and promote consumption expansion according to the characteristics of consumers in sinking market who are more sensitive to price ratio. Daily economic news comprehensive daily economic news app (reporter: Jin Zhiping), securities times, China Securities News Source: responsible editor of daily economic news: Wang Xiaowu_ NF

Photo source: Wanlian securities

C2m mode can customize products according to the needs of customers, direct selling by manufacturers, omitting intermediate links, low price and guaranteed quality, which can fully meet the consumers personalized and cost-effective consumption demand, and help develop the sinking market and promote consumption expansion according to the characteristics of consumers in the sinking market who are more sensitive to price.

Daily economic news comprehensive daily business app (reporter: Jin Zhiping), securities times, China Securities News