Due to collusion in bidding, military industry bull shares were suspended from military procurement for 2 years! Recently, overseas institutions investigated these stocks, and many of them obtained QFII positions _ Sina Finance

Recently, the overseas institutions research unit was released.

　　 Xinyu Guoke It was announced yesterday that the Military Procurement Network issued a punishment notice. The Procurement and Supply Bureau of the Army Logistics Department decided to ban the company from participating in the procurement of military materials engineering services for two years from April 16, 2024, according to the relevant regulations on military supplier management. During the prohibition period, other enterprises controlled or managed by the legal representative Jin Weiping are prohibited from participating in the military procurement activities within the above scope, and Hou Shuai, the bid representative, is prohibited from participating in the military procurement activities within the above scope on behalf of other suppliers.

After investigation, the company participated in the procurement activities of a project, and there were similarities in the bidding documents of three enterprises, including the company and two other companies. It was determined that the company colluded with each other in bidding, made invalid bids, and abandoned the bidding of the project.

As for the punishment, Xinyu Guoke said that because the company's business with the military has not been frequent in the past three years, the proportion of relevant operating income in the company's main business income has not exceeded 1.5% every year, so the impact of the punishment on the company's overall operation is limited. The company further clarified that this decision did not constitute an administrative penalty, nor did it meet the conditions for a major illegal compulsory delisting stipulated in the Shenzhen Stock Exchange's stock listing rules.

The military initiating explosive devices produced by Xinyu Guoke are widely used in the equipment of China's army, navy, air force, rocket army, strategic support force, public security and armed police. In 2020, the stock price of Xinyu Guoke was suspended for verification by the Exchange due to its tripling in less than two months. As of the close of yesterday, the share price of Xinyu Guoke had dropped 8.43% and quoted 19.76 yuan. According to the 2023 annual performance express released by Xinyu Guoke, the company's total operating revenue is about 389 million yuan, up 14.05% year on year; The net profit attributable to the parent company was about 75.737 million yuan, up 14.08% year on year.

　　 Overseas Institutional Research Unit

　　 According to the statistics of Securities Times • Databao, 250 companies were surveyed by institutions in the past 10 days, of which 235 were securities companies, accounting for the largest proportion; 205 fund companies were surveyed, ranking next; Overseas institutions visited 91 listed companies in total.

　　 Huaming Equipment The number of overseas institutions participating in the survey reached 106, which attracted the most attention. During the survey, the company said that it has learned that overseas transformer plants have plans to expand production in succession, and many production capacities are expected to be put into production in 2026, indicating that the industry trend and demand are expected to remain for some time.

The second is Hongfa Shares 54 overseas institutions participated in the survey. The company said that in 2023, the comprehensive gross profit margin of the company's products will be 36.89%, up 1.87 percentage points year on year. The first reason for the growth is that thanks to the continuous adjustment and optimization of the company's product structure, the revenue of new energy fields with high gross profit margin, automotive relays, and power magnetic relay will grow rapidly; Second, benefiting from good scale growth, the operating revenue increased by 11.02% over the same period of last year; Third, thanks to the improvement of lean management, the average capacity utilization rate of the company gradually stabilized, and the per capita efficiency continued to improve steadily; In addition, exchange rate changes also have a positive impact on gross profit margin.

In terms of stock price performance, the overseas institutions' research stocks fell 3.29% on average in the past 10 days. The stock price has risen Jinpan Technology 、 Liu Gong The best performer was Jinpan Technology, with a cumulative increase of 22.57%. by comparison, Ornithecidae 、 Leberteco 、 Ankrui Six other shares were among the top losers, all down more than 20%.

　　 According to the data in the annual report, 12 of the stocks surveyed by overseas institutions recently obtained the position of QFII institutions, of which Gui Faxiang 、 Heertai At the end of 2023, the positions of two QFII institutions were obtained. In terms of shareholding ratio, Shengyi Electronics The largest proportion of shares held by QFII is 3.03%; Heertai, Gui Faxiang Weixing New Material The shareholding ratio of both exceeds 1%.