A new lien crisis has resurfaced, and an executive of Jinjia Co., Ltd. has been investigated
① Jinjia Co., Ltd. announced that Li Dehua, director and deputy general manager of the company, was investigated and placed in custody. ② The company did not disclose the specific reason why Deputy General Manager Li Dehua was investigated, indicating that the company's various production and operation activities were carried out normally.
As a result of an equity auction, the majority shareholders of Yilianzhong changed hands. The 40% discount was even more impressive, yet the small market value of 3 billion dollars made the institutional guest
① 288 million yuan became the largest shareholder, with a discount of nearly 40%. Is there a pie in the sky? ② The actual controller of the company is already mired in a 760 million yuan guarantee dispute; ③ Although the market capitalization is small, the agency favors it.
Comparative Analysis of key Enterprises in China's Tobacco set OEM Industry in 2021 (Smoore International Holdings Limited VS Jinjia VS Shunhao)
Hong Kong stock concept tracking | E-cigarette production enterprise license issuance is imminent, brand leader is still worth paying attention to which targets brokerages are trying to promote?
Zhitong Finance learned that the State Tobacco Monopoly Administration issued answers to questions related to administrative licensing and product technical evaluation of e-cigarettes, revealing that in the near future, it will examine and approve and issue a number of tobacco monopoly production enterprise licenses of e-cigarette-related production enterprises that meet the administrative license conditions. Zheshang Securities analysts also said that under stricter standards and norms, the brand leader with strong technical strength is still worth paying attention to, attaching importance to the long-term value of $Smoore International Holdings Limited (06969.HK). At present, the main function of the national unified e-cigarette transaction management platform has been completed and will be officially put into operation on June 15. At that time, the electronics that have obtained the tobacco monopoly license in accordance with the law
Tianfeng Securities: regulatory landing to push up the threshold of e-cigarettes is good for the upstream and downstream leading China Tobacco supply chain to re-push Jingjia shares (002191.SZ) and so on.
Zhitong Financial APP learned that Tianfeng Securities released a research report saying that the release of the official version of the national standard defines a unified production standard for atomized e-cigarettes, and the landing of supervision will effectively push up the threshold of the industry, increase the degree of concentration, and benefit the upstream and downstream leading enterprises in the industry. In terms of tobacco supply chain, focus on the recommendation-Jinjia shares (002191.SZ, domestic tobacco standard leader, active card layout of new tobacco) It is recommended to pay attention to China Tobacco Hong Kong (06055), Huabao International (00336), China Bolton (03318), Jiyou shares (603429.SH), Shun Hao shares (002565.SZ), Dong Dong.
Soochow Securities: the short-term market size of the e-cigarette industry may be disturbed by policy landing, but the medium-and long-term permeability is expected to continue to increase.
Zhitong Financial APP learned that Soochow Securities released a research report saying that Baoan District of Shenzhen City is a cluster of e-cigarette manufacturing enterprises in China, and the policy issue in Baoan District to encourage the development of electronic atomization equipment enterprises plays a positive role in smoothly passing through the policy running-in period and embarking on the road of sustainable development. The industry is moving towards legalization and standardization, and the short-term market size may be disturbed by policy landing, but the medium-and long-term permeability is expected to continue to improve. Recommend Smoore International Holdings Limited (06969) with outstanding valuation performance / price ratio after the pullback; suggest paying attention to Jinjia shares (002191.SZ) with a wide layout of the industry chain; the advantages of brand and user volume are expected.