Cooperated three times to sell 8 million, net red Weiya can’t take the demon stock Mengjie

Cooperatedthreetimestosell8million,netredWeiyacan’ttakethedemonstockMengjie
Recentlyharvested8risingandfallingdemonstocksMengjieshares(002397),outofawaveofshockingmarket.  Openingtoday,Mengjieshareshavebeeninastraightlinelimit,andclosedatthelastnoon,whichhasblockedthedailylimitandreported8.01yuan/share,fellbelowthe10yuanmark.BothlastFriday’ssustainableintradaylimitandcloseddownby7.87%,Mengjiesharesareexpectedtohavefallenbynearly18%intwodays.AirForce,thecompany’smarketvaluewasoncefrom32.7.8billionstraightlineroseto77.32trillion,andthemarketvaluehasincreasedbynearly45billionin10tradingdays.  Today,MengjieshareshavebeenmonitoredbyShenzhenStockExchange,andthedataofcooperationwithWeiyaarealsomadepublic.Mengjiesharesareseverelysubjecttoadailylimit.Aftersomecrazyhype,canthemythofMengjie’s”makingwealth”continue?  Inthereplyletter,thesecretwasrevealed:Thecrazymarketthatonlysoldmorethan8millionMengjiesharesincooperationwithWeiyathreetimesbeganwithanannouncementonMay11.Taobao’slivesisterWeiyapulledtheeightdailylimitboardsofMengjieshareswithherownstrength.  Onthesameday,Mengjiesaidthatithaschangedits”StrategicCooperationAgreement”withQianxunCulture,ane-commercelivebroadcastagency.Cooperation.Mengjiesaidthattherewillbenewproducts,butwillnotlaunchtheWeiyabrand.ThetwopartieswillcooperatewithWeiyainconsumerfeedback,productsales,Weiyaportraitrights,andpublicwelfare.Democracy,forthecooperationbetweenthetwosides,somemediareportedthatWeiya’sparticipationinthecompany’sproductdesignandqualitycontrolisalight-weight”C2M”model.Inaddition,MengJiewillhavetherighttouseWeiYa’sportraitrights.  AlthoughMengjiementionedthat”thefulfillmentofthiscontractwillnothaveasignificantimpactonthecompany’sproductionandoperation”,itstillcannotwithstandtheenthusiasmofthecapitalmarket.MengjiesharesalsoledtotheoutbreakofC2Mmodules.ThemergerofAmericanApparel,PianoandothercompaniesalltooktherideoftheC2Mconcept,andthealreadyquietInternetcelebrityeconomicconceptstocksalsorevivedagainlastweek,Yujiahui,OneNetYichuangandothersallrose.  However,onMay18,MengjiesharesreceivedaletterofconcernfromtheShenzhenStockExchange.Intheletterofconcern,theShenzhenStockExchangeexplainedwhetherMengjiesharesactivelyuseothernon-informationdisclosurechannelstocatertothehypeofthe”Internetcelebritylivebroadcast”markethotspotandcooperatewithshareholderstoreducetheirholdings.  OnMay22,MengjiesharesrespondedtotheShenzhenStockExchange’sletterofconcern,andtheamountofinformationwas”broken”.Inthereplyletter,MengjiesharesdisclosedthatthecompanyandWeiyahavecooperatedatotalof7times,ofwhich,in2019,theycooperatedtosellthecompany’sproducts3times,andthesalesamountwas469.250,000yuan,thecompanypaid104.220,000;in2020,thecompanywillcooperatewiththecompanytosellthecompany’sproductsatotalof4times.OnMay18thistime,itwastemporarilyunsettled,andthecumulativesalesamountfortheother3timeswas812.120,000yuan,thecompanypaid2.13millionyuan.  ItturnedoutthatWeiyahascooperatedwithMengjiefourtimesthisyear,andthetotalofthreetimesreached812.120,000,withanaverageofabout2.71millioneachtime.Accordingtothecompany’s2019annualreport,Mengjie’srevenuelastyearwasapproximately26.0trillion,Mengjie’srevenuewasabout3inthefirstquarterofthisyear.At63trillionyuan,thethreelivebroadcastsofWeiya’sgoodsaccountedforonly0%ofitsrevenuelastyear.3%,accountingfor2oftotalrevenueinthefirstquarter.twentyfour%.Afterexcludingthecompany’spaymentfees,theprofitmarginofcooperationwithWeiyaisrelativelysmall.  Atpresent,althoughthecooperationwithWeiYahasasmallimpactontherevenueofMengjie,theprofithasbeensmall,butfromalong-termperspective,thisnewshasopenedupimaginationforMengjie.Inthereplyletter,MengjiesaidthatthecompanyandQianxunCulturesigneda”strategiccooperationagreement”,whichwillbetargetedforproductdevelopmentbasedonfeedbackfromWeiyafans,increasingthefrequencyofcompanyproductsenteringtheWeiyalivebroadcastroom.Helpstoincreasethecompany’sproductsalesandbrandawareness.Thecompanyisstillsellingthecompany’sproductsthroughthe”Weiya”livebroadcastplatformandotherplatforms,andpaystheplanningfeeandsalescommissionasagreed.  Infact,Mengjieshareshavereceivedfurtherattentionfromtheregulatoryauthorities.OntheeveningofMay22nd,theShenzhenStockExchangeannouncedthatthisweekitcontinuedtocarryoutkeymonitoringofthe”MengjieShares”withabnormaldailyfluctuationsforseveralconsecutivedaysandtooktimelyregulatorymeasures.  WhoisspeculatingonMengjieshares?AccordingtothepublicinformationoftheorganizationandhotmoneyPK,Mengjiesharesavarietyoftraditions,mainlyengagedinthedesign,manufacture,salesofhometextileproductsandprovidinghomelifeservices.IthasindependentbrandssuchasMENDALEandMINE.Inrecentyears,thephenomenonof”increasingincomebutnotincreasingprofits”hasappearedinMengjieshares.  Choicedatashowsthatfrom2015to2019,Mengjie’srevenuewas15respectively.200million,14.500million,19.300million,23.100million,26.WithrevenueofUS$0billion,revenuescontinuedtoincrease;butattributablenetprofitincreased.Intheabovereport,thenetprofitattributabletoMengjieshareswas1respectively.5.5billion,97.27million,51.26million,84.38millionand85.39million.  Correspondingtorevenue,Mengjie’sperformanceinthecapitalmarketistepid.AfterthestartofFebruarythisyear,Mengjiesharesfellfortwoconsecutivestopsandreachedthelowestlevelin20153.94yuan.Inthisregard,thepredecessorofMengjiesharesonSaturday(002291)isusuallymore”resistance”,andstilloutofthetrendinthecaseoftheshockwaveoftheepidemic.However,onSaturday,theconceptoftheonlinecelebrityeconomywasslashedeveryyear.  Fromthedatapointofview,WinddatashowsthatalthoughMengjieshareshavebeengrowinginthepastmonth.36%,buttheoverallgrowthofMengjieshareshasonlyincreasedby55inthepastyear.75%.  TheAirForcehasalwaysbeentepidwithMengjieshares,andhasbeenlistedontheDragonandTigerListfivetimesinarowsinceMay12.Choicedatashowsthatfromtheperspectiveoftradingseatsinrecenttradingdays,Mengjiesharesencounteredinstitutionsandhotmoney”bigPK”.OnMay12andMay14,thetopfivebuyingseatsreplacedthebrokeragebusinessdepartmentseats;onMay12,thefirsttwosellingseatswereinstitutionalseats,andthelastthreeseatswereGuoxinXiamenJinzhongRoad,CITICConstructionInvestmentBeijingFinancialStreet,CITICHangzhouJinchengRoad;thetopfivesellingplacesonMay14areallseatsinthebrokeragebusinessdepartment.  Theafter-hourslistonMay21showedthattheturnoveronthethreetradingdaysfromMay19to21was28.3.6billionUSdollars,buythetopfiveseatstomergethebusinessdepartment,buythetopfiveseatsintotalbuy2.8.0billion,atthesametimesold1.4.8billionyuan.ThetopfiveseatssoldexceptTianfengSecuritiesShanghaiBranch,reorganizedtheseatsofthesalesdepartmentandsoldatotalof2.5.2billionyuan,whilebuying1.200millionyuan.  Obviously,intheprocessofMengjie’scrackdown,WuJing,thesecondlargestshareholderofMengjie,reducedherholdings.SheisalsotheformerwifeofJiangjieWu,chairmanofMengjie.Accordingtotheannouncement,fromMay12toMay18,WuJingreducedthecompany’ssharesbyatotalof1419throughcentralizedbiddingandblocktransactions.910,000shares,theproportionofthecompany’ssharesheldbythecompany’stotalsharecapitalwas14.03%changedto12.18%.  WuJingisnottheonlyonetoreduceholdings.Accordingtothecompany’sannouncement,onMay14,ZhouYu,thesonofcompanydirectorZhangAichun,reducedhissharesinthecompanythroughcentralizedbiddingtransactions7.700,000shares,accountingfor0ofthecompany’stotalsharecapital.01%;May15,May19,May20,andMay21,ChengYan,deputygeneralmanagerofMengjieCo.,Ltd.,andhisspouseZhangJiangraduallyreducedtheirsharesintheholdingcompanythroughcentralizedbiddingtransactions.040,000shares,accountingfor0ofthecompany’stotalsharecapital.02%.Sauna,YeWangZhangZeyaneditorSunYongproofreadingHeYan