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29% shares of Evergrande Auto will be acquired immediately.
On May 26, Evergrande Auto announced at the Hong Kong Stock Exchange that 3.145 billion potential shares for sale (accounting for about 29% of all issued shares) would be acquired immediately, and 3.203 billion potential shares for sale (accounting for about 29.5% of all issued shares) would be the subject of a exercisable option of the potential buyer within a certain period after the date of the purchase and sale agreement. The Company will apply to the Stock Exchange for resumption of trading of its shares on the Stock Exchange from 9:00 a.m. on May 27, 2024.
The announcement shows that Evergrande Motors has learned that on May 16, the joint and individual liquidators entered into a term sheet for and on behalf of China Evergrande Group (in liquidation), Evergrande Health Industry Group Co., Ltd., Acelin Global Limited (collectively referred to as the "potential seller") and an independent third-party buyer (collectively referred to as the "potential buyer"). Accordingly, the potential seller and the potential buyer may enter into a final agreement on the purchase and sale of the shares of the company held by the potential seller.
According to the data, the three major shareholders of Evergrande Auto, Evergrande Health, Evergrande Group and Acelin Global Limited, hold 58.5% of Evergrande Auto shares in total. The announcement revealed that a potential buyer would immediately acquire 29% of Evergrande Auto shares held by the three major shareholders, while the remaining 29.5% of the shares would likely continue to be acquired in the future.
by Suspension Previously, the total market value of Evergrande Auto was HK $4.121 billion. By the end of 2023, the company had accumulated losses of 110.841 billion yuan.
Prosperity of cross-border e-commerce
Recently, the Executive Meeting of the State Council deliberated and passed the Opinions on Expanding Cross border E-commerce Export and Promoting Overseas Warehouse Construction. The meeting made it clear that we should actively cultivate cross-border e-commerce business entities, encourage local governments to support traditional foreign trade enterprises to develop cross-border e-commerce based on their distinctive advantages, strengthen cross-border e-commerce talent training, provide more display and docking platforms for enterprises, and continue to promote brand building.
Industry insiders believe that the adoption of the Opinions is of positive significance for strengthening the construction of overseas warehouses, optimizing the layout of overseas warehouses, and supporting the upgrading of processing trade.
This year, "new quality productivity" has become a hot word, and the development of cross-border e-commerce, overseas warehouses and other new forms of foreign trade is undoubtedly an important manifestation of the new quality productivity of foreign trade.
According to the data released by the Ministry of Commerce recently, from January to April, the national online retail sales amounted to 4.41 trillion yuan, up 11.5% year on year, of which the online retail sales of physical goods amounted to 3.74 trillion yuan, up 11.1% year on year, accounting for 23.9% of the total retail sales of consumer goods. The proportion of cross-border e-commerce exports in exports of goods trade increased steadily.
In recent years, cross-border e-commerce has achieved rapid development, and central and local policies have also continuously increased support for cross-border e-commerce. At the central level, a series of support measures have been launched, such as simplifying customs clearance procedures and optimizing tax policies, such as the Announcement on Tax Policies for Cross border E-Commerce Export Returned Commodities and Several Measures to Accelerate the Integrated Development of Domestic and Foreign Trade.
At the same time, local governments have also sent gifts to optimize the business environment. For example, Shanghai supports the joint construction and sharing of overseas warehouses, and encourages cross-border e-commerce SMEs to rent overseas warehouses "to go out together"; The highest award in Chengdu, Sichuan is 5 million yuan, and "real gold and silver" supports the high-quality development of cross-border e-commerce.
The institution expects cross-border e-commerce in 2025
Market size will exceed 10 trillion yuan
According to the data of iResearch, the compound annual growth rate of the cross-border e-commerce market from 2017 to 2022 will reach 25.1%, and the market size is expected to exceed 10 trillion yuan by 2025.
According to the data of the Ministry of Commerce, there will be 645000 enterprises with foreign trade import and export performance in 2023, including more than 100000 cross-border e-commerce entities.
The unique advantages of Made in China and strong demand in overseas markets have created a number of A-share cross-border e-commerce "pioneers".
2021 Huakai Yibai adopt assets Mergers and acquisitions and the contraction and adjustment of the original main business transformed to cross-border export e-commerce business. In 2022 and 2023, the company will realize the ownership of the parent company Net profit 549 million yuan, reversing losses in the previous two years. Recently, the company announced that it plans to take "cross-border big seller" Tongtuo Technology into account with 700 million yuan to further increase cross-border e-commerce business.
Cross border communication (Rights protection) On the interactive platform, the company's business model is cross-border e-commerce import business and cross-border e-commerce export business, of which cross-border e-commerce import business accounts for the company's business income 92.2%; The cross-border e-commerce export business accounted for 6.97% of the company's operating revenue.
Jiacheng International He said that the company planned to set up overseas warehouses to consolidate its advantages in cross-border e-commerce full link integrated services.
The undervalued cross-border e-commerce shares came out
According to the statistics of Securities Times · Databao, as of the latest data, 27 cross-border e-commerce concept stocks have dropped by nearly 15% on average since this year, only Huatu Mountain Ding 、 Sima Clothing 、 Commodity City 、 Bohai Ferry 、 Anke Innovation 、 Annunciator Gains were recorded.
In terms of valuation, the rolling P/E ratio of more than half of concept stocks is less than 30 times. Baoxiniao's rolling P/E ratio is 11.89 times, the lowest valuation.
The rolling P/E ratio of Sima Garments is less than 15 times. In the first quarter, the company continued the rising trend in 2023, achieving a net profit of 346 million yuan, up 11.4% year on year. In recent years, the company has bet on the overseas market. In April 2023, Sima Garments set up an overseas business department to strengthen its efforts in the Asian market and explore the African market. In September of the same year, the company held the first overseas agent customer conference, and in December, Balabala opened its first store in Singapore.
According to the consensus forecast of more than 5 institutions, Huatu Shanding Landsee , Huakai Yibai Savi era 、 Kehong Shares 、 Chaohongji and Focus Technology 7 Concept Unit Net profit growth is expected to exceed 20% this year and next 。
The most concerned institution is Chaohongji, which is covered by 32 securities companies in total. By investing in "Lalami", Chaohongji has entered the fast-growing emerging cross-border e-commerce field and explored emerging business models. In the first quarter, the company had 44 institutional positions, with an institutional position ratio of nearly 54%.
Statement: All the information content of Databao does not constitute investment advice. The stock market is risky, so investment should be cautious.
Editor in charge: Zhou Sha
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