Aneng logistics' share price hit a new low: the market value evaporated by nearly 10 billion yuan, and it's useless for chairman Wang Yongjun to increase his holdings

2 month 14 Japan , Shanghai aneng Logistics Co., Ltd （ Hereinafter referred to as “ Anergy Logistics ”,HK:09956） Its share price hit a new low . As of the close , Anneng logistics received 5.79 The Hong Kong dollar / stocks , The one-day decline reached 13.06%. According to BeiDuo finance and Economics , This is also the lowest share price of Anneng logistics since its listing .

At the closing price , The total market value of Anneng logistics is about 67.3 Million Hong Kong dollars . In particular , Anneng logistics is in 2021 year 11 month 11 The issue price at the time of listing is 13.88 The Hong Kong dollar / stocks , Corresponding market value 161.4 Million Hong Kong dollars . It means , The market value of Anneng logistics has shrunk nearly 100 Million Hong Kong dollars .

Alone 2022 Year to date 2 months , The cumulative decline in the share price of Anneng logistics has also reached 43.79%. in fact , Anneng logistics is in IPO The price at the time was at the bottom of the previous offering range . according to the understanding of , The company's proposed offering price range 13.88 HKD to 16.88 The Hong Kong dollar .

This is the first time to go public in Hong Kong , Anning logistics introduced Harvest Fund Management Harvest SPC Cornerstone , Subscription agreement 1250 Thousands of dollars （ Or about 9723 Million Hong Kong dollars ） Stocks . According to the calculation , The subscription proportion of the cornerstone investor is about 8.73%, The shareholding ratio of Anneng logistics after listing is 0.60%.

before , Wang Yongjun, chairman of Anneng logistics, once said , Many people regard listing as a major thing , It's like a carp jumping over a dragon's gate , But you may fall into a deep pit after actually jumping . Enterprise development has its own laws , It won't be too different whether it is listed or not . Wang Yongjun said ,“ A good company can do well without going public ”.

In Wang Yongjun's view , There are two kinds of logic in the capital market , One is called foresight , One is called hindsight . The former likes to predict the future 、 Advance layout , The latter prefer results based 、 Correct the judgment . Wang Yongjun also said ,“ We have no intention of attracting investors with attractive stories , More willing to win the appreciation of investors with steady performance .”

Anergy Logistics CEO Qin Xinghua, also president, once said ,“ Listing means greater responsibility and responsibility for Anneng , Next decade , Anning will firmly believe 、 value 、 The way of life , Constantly improve yourself , Make friends with time , Slowly but surely , Do something of long-term value , Become an excellent growth enterprise .”

And now , Anneng logistics has brought its investors into the deep pit . With its cornerstone investors Harvest SPC For example , Without considering the increase or decrease of holdings ,Harvest SPC The accumulated loss of shareholding has reached 58.29%, The carrying loss is about 5667.08 Million Hong Kong dollars .

performance , The performance of Anneng logistics is regular . According to the prospectus , Anergy Logistics 2018 year 、2019 Years and 2020 The annual revenue is 53.32 One hundred million yuan 、53.38 Million dollars 70.82 One hundred million yuan , The corresponding net profits are -21.13 One hundred million yuan 、-2.14 Million dollars 2.18 One hundred million yuan .

Under non HKFRSs , Anergy Logistics 2018 - 2020 The adjusted net profit of each year is -16.12 One hundred million yuan 、2.10 Million dollars 6.54 One hundred million yuan ,2021 Years ago 4 Adjusted net profit was recorded in the last month 1.83 One hundred million yuan . It means , Aneng logistics has achieved self hemopoiesis .

It is worth mentioning that , Sequoia Capital 、 Warburg Pincus had previously withdrawn its investment in aneng logistics , No longer a major shareholder of the latter . Anneng logistics explained this to Bedouin finance ,“ Whether shareholders continue to hold equity does not mean whether they have confidence in the future development of aneng Logistics , Shareholders have free control ”.

Exclude Sequoia Capital 、 After Warburg Pincus investment , The shareholder lineup of Anneng logistics is still strong .IPO, Dazheng Capital Holdings 27.81%, CDH Investment Holdings 10.39%,CPE（ CITIC Industrial Fund ） holding 6.87%.IPO after , Dazheng Capital Holdings 24.60%, CDH Investment Holdings 9.19%, CITIC Industrial Fund holds 5.95%, Safety 、 Carlyle Group is also its shareholder .

After the stock price continued to fall , Wang Yongjun, the head of Anneng logistics, once took measures to increase his holdings .2021 year 12 month 14 Japan , An Neng logistics announced , Wang Yongjun Yu 2021 year 12 month 9 solstice 2021 year 12 month 13 Passed between dates Double Brighten Increased holdings in Anneng logistics 13.2 Ten thousand shares , To pay for 120 Million Hong Kong dollars （ The average price is 9.0845 The Hong Kong dollar ）.

The next day , Aneng logistics announced again , Wang Yongjun Yu 2021 year 12 month 14 Day and 2021 year 12 month 15 Further increase holdings in the market on the day 20 Thousands of shares , The consideration for the transaction is 175.8 Million Hong Kong dollars （ The average price is 8.79135 The Hong Kong dollar ）. In this way , The share price of Anneng logistics is still falling .

After the completion of the increase , Wang Yongjun's shareholding in aneng logistics is from 432,624,804 Shares increased to 432,824,804 shares , The shareholding ratio is about 37.21% Increased to 37.23%. For all that , Aneng logistics is still “ Drop and fall ”, The share price and market value have repeatedly hit record lows .

It is also understood that , Xiao Mo was 2022 year 1 The Research Report on Anneng logistics released in August said , First to aneng logistics “ Overweight ” The rating , Target price 15 The Hong Kong dollar . For now , There are still big problems in aneng logistics “ growth ” Space .