Detection Of Input Variables Affect Shuanghui Development Valuation &Nbsp; There Is A Private Placement To Resolutely Leave.

In April 19th, Shuanghui develops [0.00 0% shares "(000895.SZ) to resume trading.

On the 19 and 20 days after that, Shuanghui developed a continuous limit, and the stock price rebounded on the 21 th.

"We have some preparations in the stock market, but in the future, we are concerned about food safety and how to digest the cost."

In April 19th, the development of Shuanghui Qi Dong Yong Yao told reporters.

In fact, what worries Shuanghui and the industry is not the current limit of the stock price of Shuanghui development.

Will the future brand be affected and sales be smooth?

A private equity firm said withdrawal

I wonder what kind of struggle the Shuanghui group has before Shuanghui development resumption.

In April 16th, Shuanghui development announced that the company had verified CCTV's truth about "bodybuilding pig" and will resume trading in April 19th.

On the day of resumption, Shuanghui development will go straight to the limit plate with the selling of 827 thousand and 400 hands.

In April 20th, Shuanghui development was once again closed to the limit.

According to the announcement of Shuanghui development, in 2011 March, "lean meat essence" incident is expected to affect Shuanghui group's operating income of 1 billion 360 million yuan, which affects Shuanghui development business income of 1 billion 340 million yuan.

That is to say, the main impact of the lean meat incident is listed companies.

In this regard, the explanation given by Qi Yong Yao is that most of the products of the group are currently sold by listed companies.

"Now our attitude is resolute selling, mainly because there are still some concerns."

In April 19th, the above private persons said.

As early as the Shuanghui reorganization, the private placement already held shares of the company.

"After this incident, it is very sad, and meat has gradually entered the low consumption season.

This stock has not dared touch any more for some time.

The private person said.

As a fund, the attitude of public fund has always been an important factor in determining the trend of the stock price development of Shuanghui.

Qi Yongyao told reporters that after "lean meat essence" incident, "we communicate with the organization almost every day."

But as to how the fund's attitude is, "go" or "stay", Qi Yong Yao did not disclose more to reporters.

The response of the two tier market is not the key to deciding the future of an enterprise.

There are more practical problems that need to be faced by Shuanghui.

Embarrassment of Shuanghui

"After March 16th, the company responsible for the purchase of lean meat inspection card purchased the factories all over the country, but most of them did not stock up.

Finally, there is no way to ask the manufacturers to run the test cards, reagent strips and kits overnight.

An insider from Shuanghui group said.

"At that time, no cost was involved, special cars were sent to ensure that all the Shuanghui factories across the country could immediately realize pig head by head monitoring."

"In order to catch up, there were more than 30 air traffic at that time," the source said.

It is easy to see the passive position of Shuanghui in the emergency response measures.

"Now Shuanghui group has achieved this scale, and it will inevitably face the problem of how to match the management structure and enterprise development."

An insider who asked not to be named analyzed.

Today, Shuanghui must pay for the oversight of its previous management.

At the ten thousand people's Congress held in March 31st, the chairman of Shuanghui group, Bandung, announced a number of measures to enhance food safety.

Among them, pig detection is one by one.

In this case, Shuanghui will increase its investment by 300 million yuan in one year.

In addition, Shuanghui group set up a food safety committee based on Bandung, and collaborate with third party agencies to conduct testing.

"At present, in addition to" lean meat "detection, we also need to re examine the other food products purchased to check all possible loopholes.

But an embarrassing problem is that some additives currently used by the industry are not clearly stipulated in domestic laws. "

The above Shuanghui people said.

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Consumption terminal competition intensified

In March 31st, when Shuanghui developed [0.00 0% shares, the general manager of Shuanghui group nomad has announced a phased production and operation plan.

According to the plan at that time, in April 15th, the sales of fresh frozen products in Shuanghui group should reach more than 1400 tons per day, and meat products should reach more than 3500 tons per day.

According to the data released by Shuanghui development in April 19th, the daily delivery volume of fresh frozen goods is more than 1500 tons, and the daily delivery volume of meat products is more than 3200 tons.

Comparing the two sets of data, we can see that Shuanghui's fresh frozen meat products and meat products basically reached the target at that time.

However, reporters found that Shuanghui's competitors also took advantage of "lean meat essence" to influence Shuanghui's image and strive for more market share.

After the "lean meat essence" incident, supermarkets across the country had appeared on the shelves.

Before the incident of "lean meat essence" was reported by reporters in Beijing Wuming Beiyuan store, Shuanghui's ham sausage products almost occupied the vast majority of its refrigerators.

Almost all Shuanghui products were put off shelves after a period of "lean meat essence" incident.

In April 19th, reporters once again visited Beijing's wumi Beiyuan store and found that the distribution of refrigerators is now a "contention of a hundred schools of thought".

"Before the whole country came off the shelves mainly because everyone waited for the test results everywhere.

The local inspection report on Shuanghui came out, and we sent it to the local supermarket. After that, everyone went on the shelves again.

Qi Yongyao said.

Differences between brokerages

After Shuanghui development resumed, the reports issued by major brokerages also appeared on the rating differences.

Among them, some brokerages did not give a rating or gave a rating of "reduction".

But there are also some brokerages such as China Merchants Securities [19.12 -1.09% shares], Shenyang Wanguo [3.58 1.71%] and so on, giving "buy" or even "strong overweight" rating.

Zhu Weihua, an analyst in the food and beverage industry of China Merchants Securities, said in a report that Shuanghui still hopes to cash the 3 yuan EPS commitment.

In addition, "lean meat" incident will affect the process of asset injection, but it will not change the result of asset injection.

And said that the stock price fell by about 20% will create a perfect buying opportunity, Haitong Securities [10.19 0% shares] food and beverage industry analyst Zhao Yong gave a "reduction" rating.

Zhao Yong told reporters that the "lean meat" incident may have a relatively big impact on stock prices in the near future.

"In the future, Shuanghui's investment in detection equipment may also exceed expectations."

Zhao Yong said, "the selling of institutions is also inevitable.

Since the change of the controlling shareholder of the former major shareholder triggered the tender offer, the proposed offer price was 56 yuan, which is a relatively safe bottom.