Zhongxin Finance, April 2 (Reporter Xie Yiguan) Recently, listed companies have intensively released their 2021 annual reports, and various companies that are "not doing their jobs properly" have also appeared one after another. Yes, there are also people who sell houses to "return blood".

Yunnan Baiyao lost 1.6 billion in "stock speculation"

  Recently, Yunnan Baiyao announced its 2021 results, with a revenue of 36.374 billion yuan, a year-on-year increase of 11.09%; the net profit attributable to shareholders of the listed company was 2.804 billion yuan, a year-on-year decrease of 49.17%, and the net profit declined again after more than 20 years.

  Yunnan Baiyao's net profit attributable to shareholders of listed companies in 2020 is still 5.516 billion yuan, a year-on-year increase of 31.85%. Why has the profit dropped so much in one year?

The financial report shows that its securities investment reported a loss of 1.614 billion yuan during the reporting period.

  Specifically, the securities held by Yunnan Baiyao include 9 stocks, 6 of which caused losses during the reporting period, involving Xiaomi Group, Yili Shares, Tencent Holdings, Hengrui Medicine, etc.

Among them, Xiaomi Group held a loss of more than 1.4 billion yuan in the reporting period, Hengrui Medicine held a loss of more than 200 million yuan, and Tencent Holdings held a loss of more than 100 million yuan.

Screenshot of investment profit and loss of Yunnan Baiyao Securities.

  But it is worth mentioning that in 2020, Yunnan Baiyao investment made a profit of 2.331 billion yuan, even the profit and loss, and still made a lot of money in these two years.

  After the investment failure in 2021 was questioned, Yunnan Baiyao has stated that it will strictly control the scale of investment in the secondary market.

"In 2022, the company will lower the proportion of its investment in stocks, stock funds and equity funds from 15% (inclusive) of its audited net assets in the latest fiscal year to 8% (inclusive), within the limits approved by the board of directors. Inside, gradually reduce positions and do not continue to increase holdings.”

Meitu made a profit of nearly 400 million by "specializing coins"

  In the same investment, some companies lost more than one billion yuan due to "specializing in stocks", and some companies gained nearly 400 million yuan due to "specializing in coins".

  On March 30, Meitu released its 2021 financial report showing that revenue was 1.666 billion yuan, a year-on-year increase of 39.5%; the adjusted net profit attributable to the company's owners was 85.1 million yuan, a year-on-year increase of 39.7%, the second consecutive year. Profit for the year.

  Meitu said in its announcement that the steady growth in total revenue and adjusted net profit was mainly attributable to the implementation of its key strategy, which is to leverage its massive user base to provide SaaS services for the imaging and beauty industries.

  Although in the column of goodwill impairment loss, Meitu stated that due to its previous participation in cryptocurrency investment, as of December 31, 2021, the fair value of the ether unit and bitcoin unit purchased by the group based on the market price at that time, About $117.3 million and $45.1 million, respectively.

Therefore, as of December 31, 2021, the fair value of purchased Bitcoin decreased by approximately RMB 28.5 million, which was recognized as an impairment, while the fair value of purchased Ether increased by approximately RMB 425.6 million as of December 31, 2021 , not recognized as revaluation gain.

Screenshot from Meitu's financial report.

  However, based on this calculation, Meitu made a floating profit of about RMB 397.1 million through the purchase of cryptocurrencies, which is the most "special currency" in the Meitu industry.

Guangju Energy sells 22 properties to cash out 240 million

  "Glass King" Cao Dewang once said bluntly, "China's listed companies have a lot of real estate in their hands. At the end of the year, they sold two sets, and they sold two sets after losing wages. ."

  Guangju Energy recently announced that it plans to locate its wholly-owned subsidiary Shenzhen Guangju Real Estate Co., Ltd. in 13 sets of Tongsheng Pavilion and 9 sets of Tongda Pavilion in Qianhai East Bank Garden, Nanshan District, Shenzhen, with a total of 22 sets of properties. The property is listed for sale in Shenzhen United Assets and Equity Exchange.

According to the announcement, according to the evaluation report, the total evaluation value of the assets to be sold is about 240 million yuan.

  The performance report disclosed by Guangju Energy shows that the revenue in 2021 is 1.619 billion yuan, a year-on-year increase of 31.81%, and the net profit attributable to shareholders of the listed company is 67.7044 million yuan, a year-on-year decrease of 47.94%, almost halved.

  In recent years, constrained by the weak growth of its main business, Guangju Energy and its subsidiaries have also made efforts to make up for it through external investment and transformation of warehousing and leasing business.

  Not only Guangju Energy, but also a reporter from China-Singapore Finance and Economics noticed that many listed companies such as Gaohong, Saisheng Pharmaceutical, and ST Lianjian have sold properties this year.

For example, on March 15, ST Lianjian issued an announcement that it planned to sell a total of 36 suites of real estate from the 15th to 19th floors of Shenzhen Bay Science and Technology Ecological Park, Nanshan District, Shenzhen. It was initially determined that the total transaction price would not be less than RMB 640 million.

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