I didn't like it before, it was Hirokazu Kore-eda, the tone was not **, the parents were annoying, and the mother-in-law and daughter-in-law were nagging. Originally, real life was enough for people to drink a pot, and they didn't want to use entertainment time to feel the heavy chicken bits and pieces.
But then I gradually felt that the uncomfortable state in the movie is also the normal state of life. In the face of life, we can not do much, but in the face of life, we can do a lot. Hirokazu Kore-eda's genius lies in helping the audience find a little bit of light in those gray shots.
No, Li Hui, secretary of the board of directors of Yitong New Materials (300930), I would like to call him Hirokazu Kore-eda, who is the secretary of the board of directors, and wants to praise this old brother clearly, just because he is in this market that really makes people look up and scold their mothers, let me see a little light of humanity - and willing to "speak human words".
On February 2, an investor asked the secretary of the board of directors of Yitong New Materials on the interactive platform of the Shenzhen Stock Exchange, "Even if it is not a growth of more than 50%, it can respond to market concerns, give investors confidence, and announce performance forecasts, right?" Now that your company's stock price is completely in line with the fundamentals of the company that is about to go bankrupt, the major shareholders are not a little chilled and feel the need to announce the results? ”
To tell the truth, although this question is a tiger's brain, as an A-share shareholder, I understand 100% that if your performance of a listed company grows, it does not necessarily need a performance forecast, but after a month of falling by nearly 40%, it is indeed necessary to come out and say something to stabilize the morale of the army.
It stands to reason that the secretary of the board of directors of Yitong New Materials can reply like a robot, "information disclosure is in line with the regulations" Yunyun, after all, so many people ask what A-shares are like recently, and everyone also sees it, so they don't have to bother more.
But what do you think of them? First of all, he expressed his position and was on the side of investors:
The mood of investors is understandable and empathetic, because everyone in ** is going through this history. ”
then did a psychological massage, which was a positive reply to the question, and also did a wave of investor education by the way;
The company's production and operation are relatively stable, and the performance and operation can be viewed in the relevant announcements. With regard to the market, the trend of the market is sometimes inconsistent with the company's operation. In the past two years, the trend of some industry-related companies can be seen, especially in the past month. For the volatility of this market, it is difficult for a company to change anything, and it is also difficult for individual investors to change, we can only accept and adapt to this market environment. **There are risks, investment needs to be cautious, and it should be more than just a slogan. ”
This is not over, in the end, it was sublimated, and I was relieved at the height of life, and I worshiped for a year by the way.
The Spring Festival of 2024 is coming soon, life is not only **, but also parents, lovers, children and friends, it is recommended that investors can leave ** temporarily, let go of obsessions, change their mood, and welcome the arrival of the New Year with a relaxed and peaceful mood. I wish investors a prosperous Year of the Dragon. ”
You see, there are more secretaries of the board of directors who reply to investors' questions on the interactive platform every day, like this old brother, who does not fool, does not blow votes, does not alienate himself into a tool to read from the script, but sincerely admits that he cannot change the market, and sincerely persuades investors to let go of their obsessions and return to their families - in short, there are not many people who speak human words.
Therefore, most of the evaluations of him in the stock bar are "conscientious secretaries".
My brother's reply reminded me of Mr. Daxiao. In mid-December last year, in the face of the rapid adjustment of the market, Mr. Daxiao advised investors to look at fluctuations rationally, pay attention to health, care about family, cherish friends, and the body, life, and family are more important than the first, "Family is the harbor of our soul, and it is the power that will always support us." ”
Like, right? But I'm sorry, the same sentence, two mouths, it's not the same thing.
I don't know how many times the teacher shouted at the bottom, and the wolf came and shouted too much, and everyone still didn't believe it, not to mention **? What diamond bottom, baby bottom, who is not enough to listen to it, to put it mildly, in my eyes, the identity of Mr. Daxiao's Internet celebrity has long surpassed that of economists.
At this time, it is not like a friend who has repeatedly asked you to borrow money, saying that he will invite you to dinner another day?
Looking at the secretary of the board of directors, although he is a listed executive, he is more like a senior worker in the end. Li Hui joined the company in 2018 and has served as director, deputy general manager and secretary of the board of directors since then. The title is quite loud, but in addition to getting a salary of more than 500,000 a year, he only indirectly holds 05% stake.
According to the prospectus, Cizheng Investment is an employee stock ownership platform built by the company for the implementation of employee equity incentives, and it directly holds 600% equity, of which Li Hui invested 11250,000 yuan, accounting for 8 of Cizheng Investment's shareholding33%。
According to the stock price on February 5, it is easy to calculate that the amount of shares held by the elder brother is about 7 million yuan, and the historical high of the stock price in July 2022 is 44 yuan shares. So he said "empathy", and I believed half of it first.
The key is that these ** are still bought by the elder brother, according to the prospectus, based on the net assets per share assessed on July 31, 2018, Cizheng Investment increased its capital by 10575 yuan shares, partners according to this ** to purchase their own funds. So of the 7 million yuan, 5 million yuan is people's own money.
Oh yes, there's still a floating profit, but there's only 2 million left. So why did I only believe half of my brother? Because compared with the investors who lose money, it is only a decrease in floating profits, not a real loss, and not so painful.
But in the end, that doesn't stop me from praising him in a clear and unambiguous way.
The prospectus clearly states that the secretary of the board of directors is the person in charge of the company's investor relations management, "fully responsible for the company's investor relations management, and is responsible for planning, arranging and organizing various investor relations activities under the condition of a comprehensive understanding of the company's operation and management, operating conditions, development strategies, etc." ”
It is equivalent to the ** marketing + BD, and the A share as a whole is like this, and you don't need to blame a person for only holding 05% of the secretary of the board of directors, this is the same as VC PE can't raise money and can't blame IR. If the company's operation does not change much, and the actual controller does not come up with some thunderous means, no matter how well the IR does it, it will not be able to decide anything.
This has to mention Meta (formerly Facebook), which has risen sharply recently. On the same day that the secretary of the board of directors persuaded investors to let go of their obsessions, Meta ushered in the largest single-day increase since its listing, and its market value increased by $200 billion in one day. And guess what, the stock price hit an all-time high, and a $50 billion buyback was announced.
You say, how does this compare with the fact that A-shares usually use buybacks as **, and most of them are used as low-priced equity incentives for employees? Therefore, Zuckerberg's front foot **hundreds of millions of dollars** does not affect Meta's sharp rise. Put in A shares, is this possible?
Therefore, if you really have the heart to do a good job in the stock price, I think the position of the secretary of the board of directors (not specifically referring to the elder brother), in addition to the "downward management" of investors, I am afraid that it is more important to "upward management" of the actual controller, of course, not only the literal management, but also to blow the "wind" that represents the advanced market concept, can we really be long-term? Can we really take some time to stand aside with investors and take our time to make money? So I'm still going to put it here today, when does a company really do this, maybe A-shares will usher in a long bull.
Actually, I also know that what I'm talking about is nonsense, I don't believe you can easily flip through the interaction, and my brother's two sentences have been deleted.