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The two departments will coordinate the allocation of about 300 billion yuan of ultra-long-term special government bond funds to increase support for large-scale equipment upgrades and trade-ins of old consumer goods.

Several companies announced equity transfers

After the market closed on July 25,China Electric MotorAccording to the announcement, the company's controlling shareholder Ningbo Juntuo and shareholders Wang Jianyu and Wang Jiankai signed the "Share Transfer Agreement" and related agreements with Highland Resources. According to the "Share Transfer Agreement", Highland Resources acquired a total of 70.56 million shares of the listed company (accounting for 30% of the total share capital of the listed company).After the completion of this equity change, the controlling shareholder of the listed company will be changed to Highland Resources and the actual controller will be changed to Guo Wenjun.The company's shares will resume trading from the opening of the market on the morning of July 26.

According to the announcement, the transfer price of the target shares held by Ningbo Juntuo is 13.03 yuan per share, and the total transfer consideration is 576 million yuan; the transfer price of the target shares held by Wang Jianyu and Wang Jiankai is 11.105 yuan per share, and the total transfer consideration is 292 million yuan. The latest share price of China Electric Motor is 8.23 ​​yuan per share, which means thatThe transfer premiums of Ningbo Juntuo and its two shareholders were as high as 58.32% and 34.93% respectively.

China Electric Motor is mainly engaged in the research, production and sales of large and medium-sized AC and DC motor products, and provides integrated test power supply system solutions for electromechanical manufacturers, testing and scientific research units. In the first half of the year, the company's operating income declined year-on-year due to weakening market demand and intensified market competition. It is expected that the net profit attributable to the parent company in the first half of 2024 will be about -21.6 million yuan, a year-on-year decrease of about 31.9 million yuan.

It is worth noting thatOn July 23, before the suspension of China Electric Motor's stock, the company's stock quickly rose to the daily limit in a short period of time after the opening, and the number of orders was huge.In the face of external doubts, the securities department of China Electric Motor insisted that it had not leaked the news in advance, saying that the company was not notified until the announcement date. In early April this year, China Electric Motor's stock also experienced a "roller coaster" market with continuous daily limit increases and daily limit decreases. After 5 consecutive daily limit increases, it continued to fall for 4 consecutive daily limit decreases.

Generally speaking, stocks with a change of actual controller have an upward trend. The market will be relatively optimistic about the new shareholder's strong financial strength, and there will also be expectations for the injection of new, high-quality assets.

In addition, several listed companies issued announcements of shareholder transfers and reductions after the market closed on the 25th.SmartSens-W, Qi'anxin, SlackCompanies such as and others have successively issued announcements, with shareholders transferring a specific number of shares to external investors, and none of them involve the transfer of control.

andGuangyang shares, Huatie emergencyThe equity transfer involves the transfer of control rights. The actual controller of Guangyang shares will be changed to Huangshan Municipal State-owned Assets Supervision and Administration Commission; Huatie Emergency's controlling shareholder will be changed to Haikong Industrial Investment, and the actual controller will be changed to Hainan Provincial State-owned Assets Supervision and Administration Commission.

Update on vehicle scrapping subsidy standards

Recently, the National Development and Reform Commission and the Ministry of Finance issued a notice on "Several Measures to Further Support Large-Scale Equipment Updates and Trade-ins for Old Consumer Goods" (hereinafter referred to as "Several Measures"), coordinating the arrangement of about 300 billion yuan of ultra-long-term special government bond funds to further support large-scale equipment updates and trade-ins for old consumer goods.

The "Several Measures" stated that on the basis of the "Implementation Rules for the Subsidy for Old Vehicle Replacement", individual consumers who scrapped fuel passenger cars with national emission standards of III or below or new energy passenger cars registered before April 30, 2018 (inclusive), and purchased new energy passenger cars included in the "Catalogue of New Energy Vehicle Models for Vehicle Purchase Tax Reduction and Exemption" or fuel passenger cars with a displacement of 2.0 liters or less,The subsidy standard has been raised to 20,000 yuan for purchasing a new energy passenger car and 15,000 yuan for purchasing a fuel passenger car with a displacement of 2.0 liters or less.

The "Several Measures" support the scrapping of commercial diesel trucks with National III and below emission standards, and accelerate the replacement of them with low-emission trucks.If eligible trucks are scrapped and replaced with new ones, an average subsidy of 80,000 yuan will be given to each truck; if eligible trucks are replaced without scrapping, an average subsidy of 35,000 yuan will be given to each truck; if old operational diesel trucks are scrapped ahead of schedule, an average subsidy of 30,000 yuan will be given to each truck.

The "Several Measures" also promote the electrification of urban buses and support the renewal of new energy buses and power batteries.For the renewal of new energy buses and power batteries that are 8 years old or more, an average subsidy of 60,000 yuan per vehicle will be provided.

Haitong Securities believes that support for the trade-in of operating trucks and new energy buses will help maintain the upward trend in the commercial vehicle industry; Southwest Securities also recommends paying attention to the upward opportunities brought to the industry by the accelerated implementation of the trade-in policy.

These concept stocks are expected to gain

The update of the vehicle scrapping subsidy standard has a direct benefit to listed companies such as passenger cars and commercial vehicles. According to the statistics of Securities Times Databao, there are 22 related companies in the A-share market, of which 5 have a market value of more than 100 billion yuan, all of which are passenger car companies. BYD has the highest market value of 688.405 billion yuan; the leading commercial vehicle company is Yutong Bus, with a market value of 47.113 billion yuan.

Judging from the performance forecast for the first half of 2024 that has been released,Great Wall Motors, Yutong Bus, Zhongtong BusNet profit doubled year-on-year, with increases of 406.88%, 255%, and 110% respectively (taking the median of the forecast range);Seres, Ankai BusIn terms of profit scale, Great Wall Motor, Changan Automobile, Yutong Bus and Seres achieved more than 1 billion yuan.

Galaxy Securities said that investment sentiment in the automobile sector was low in the first quarter, mainly suppressed by the negative factors of intensified competition in the passenger car industry; in the second quarter, the central government launched a subsidy policy for old-for-new exchanges, and local governments cooperated to introduce additional replacement subsidies. In addition, the intensive launch of new cars of independent brands helped to maintain steady sales performance of passenger cars, and the penetration rate of new energy continued to increase, and the investment sentiment in the sector has rebounded significantly.

In addition to listed car companies, the vehicle scrapping subsidy standards have been updated, and the concept of automobile dismantling is also expected to benefit.

In terms of policy, in March, the State Council issued the "Action Plan to Promote Large-Scale Equipment Updates and Consumer Goods Trade-in", which requires that by 2027, the amount of scrapped cars recycled will increase by about one-fold compared to 2023, and the volume of used car transactions will increase by 45% compared to 2023.

Some companies have stated on interactive platforms that they have related businesses.Beyond TechnologyThe company is mainly engaged in the dismantling of scrapped cars and recycling of used lithium batteries. The promotion of the old-for-new business will be conducive to the expansion of the company's home appliance dismantling, car dismantling and lithium battery business. At present, the approved annual dismantling capacity of scrapped cars is 50,000 vehicles, of which 6,000 are scrapped electric vehicles.

Shanzi SharesIt said that the company has cooperated with Geely in business areas such as vehicle recycling and dismantling and resource recycling.Huaxin Environmental Protection, Poly UnitedThe subsidiary also has the scrap car dismantling and recycling business.

Statement: All information content of Databao does not constitute investment advice. The stock market is risky and investment should be cautious.

Editor: Lin Lifeng

Proofread by: Wang Chaoquan

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