Zhongxin Finance, March 1 (Gong Hongyu) The situation in Russia and Ukraine has changed dramatically. Will the business of any Chinese company be affected?

Investors note that these listed companies have already responded.

Bacon Energy Sun temporarily suspends construction of Ukrainian project

　　A few days ago, Behnken Energy announced that the drilling projects of Behnken Energy Ukraine Co., Ltd., a wholly-owned subsidiary of the company, in Ukraine will be temporarily suspended from February 26, 2022.

According to the announcement, Sun has a total of 99 Chinese employees in Uzbekistan.

As of December 31, 2021, the book value of Sun's fixed assets was 187.6448 million yuan (unaudited).

　　Behnken Energy pointed out that Sun's drilling project in Ukraine is in the contract construction period. Due to the uncertainty of the evolution of the situation, it is temporarily unpredictable when the normal construction can be resumed, and it is expected to have an adverse impact on the project progress and operations.

Sun's personnel and fixed assets are relatively safe. The company will pay close attention to the follow-up development and evaluate the impact of the follow-up business. After the situation stabilizes, we will strive to resume project work as soon as possible.

　　After the market opened on March 1, the stock of Behnken Energy continued to fall sharply, down 5.98%.

Runfeng expects delays in payments from Russian customers

　　In response to investors’ questions on the interactive platform on March 1, Runfeng said that the conflict between Russia and Ukraine is still ongoing, and how long the conflict will last and the final result is unknown.

In Ukraine, the customer has received the goods, and the amount to be received by the company is about 2.9 million US dollars; the customer has not received the goods, and the amount of the goods in transit is about 5.2 million US dollars; the amount that has not been delivered under the customer contract is about 4.3 million US dollars .

At present, the company's local team members are safe and maintain normal contact with customers, but customers are currently in a non-operational state and need to wait for the situation to become clear.

　　Runfeng shares mentioned that in Russia, the customer has received the goods, and the company's pending payment is about 13 million US dollars; the customer has not received the goods, and the goods are in transit The amount is about 5.5 million US dollars; The amount is approximately $8.8 million.

Due to the large fluctuations in the Russian exchange rate and the blocking of foreign exchange payments, it is expected that customers will be delayed in payment.

　　On March 1, Runfeng shares closed at 71.40 yuan, down 0.4%.

A number of companies claim to have no or little impact on the company's business

　　On March 1, in response to a question from an investor, "Does the conflict between Russia and Ukraine affect the corn trade?", Pengdu Agriculture and Animal Husbandry replied: It will lead to a decrease in the export of corn from Ukraine, which may increase the sowing of corn in Brazil, which will affect the company's agricultural materials in Brazil. The pesticide business will have a positive impact.

　　A few days ago, Radio and Television Express stated that the company has business in Ukraine, but the volume of business in this region is small, which has little impact on the company's overall overseas business.

　　When replying to investors on the interactive platform of the Shenzhen Stock Exchange, Feiliks said that the company's current business operations are normal. Overall, so far, the conflict between Russia and Ukraine and the situation in Ukraine have not had a major adverse impact on the company's production and operation activities.

　　Keli Sensing said on the interactive platform that sales in Russia, Ukraine and other related regions are currently normal, and the company maintains close contact with customers. In the future, as the situation develops, it may negotiate on delivery methods and payment methods.

The sales in Russia, Ukraine and other related regions account for a small proportion of the company's export business and will not have a substantial impact on the company.

　　CCCC said that there are a small number of projects under construction in Russia, accounting for 0.0008% of the company's outstanding contract value in mid-2021, which has little impact on the company as a whole.

　　Naipu Mining said that the company's products have been sold to Russia, and the current dispute between Russia and Ukraine has no impact on the company's business.

　　In 2021, China's exports to Ukraine will exceed 60.7 billion yuan, and its imports will exceed 64 billion yuan.

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