The stock price rose 37%in 5 days!In the past, Sichuan real estate companies had one brother, would you use photovoltaic to "return to life"?

With the cross -border photovoltaic industry, the downturn for a long time was suddenly hot.

After closing on August 17, the stock price of Blu -ray Development once again closed the daily limit, and this is the third daily limit that it has received this week.

According to statistics, since August 11, the stock price of Blu -ray development has begun to rise. In recent trading days, it has continued to daily limit. As of the close of August 17, only 5 trading days have passed. The stock price has risen by 37%; and the continuous rise in the stock price in a short period of time has also made Blue Light develop away from the "delisting line" and get rid of the risk of getting off because the stock price is lower than 1 yuan.

So why did Blue Light develop suddenly "outbreak"? This naturally has a lot to do with the news that it has recently entered the photovoltaic industry.

According to media reports, recently, Blu -ray Development and Guangdong Ouhao Group Co., Ltd. established Chengdu Ou Blue Pirus Co., Ltd. to carry out photovoltaic projects. As one of the hottest concepts today, the development of photovoltaic blue light has naturally become the target of funds; After that, the development announced that "has not been paid and has uncertainty", but it still cannot stop the sharp rise in the stock price.

As a former Sichuan real estate company, after the financial mines in 2020, the development of Blue Light has fallen into a state of continuous downturn. The stock price has fallen from the 2020 stage of 7.46 yuan to the lowest 1.28 yuan recently. It has fallen more than 80 %; now, Blu -ray development has finally ushered in a long -lost rising with the help of the cross -border photovoltaic industry. Can this former Sichuan real estate company "start a life"?

Sichuan real estate company with "thumbs and holes"

The development of blue light was called the first brother of Sichuan real estate companies.

It is not difficult to see that the old real estate companies established in 1993 and have a history of 29 years have actually had a glorious past.

As one of the local real estate companies in Sichuan, Blue Light Development used to develop the most dazzling "dark horse" in the real estate industry at that time with the rapid development of 2015 to 2019. According to data, in 2015, the sales of Blu -ray developed only 18.37 billion in 2015. By 2019, the sales jumped to 101.54 billion. In just 4 years, the sales of Blu -ray developed more than 5 times, and the speed of light reached the speed of light. The achievement of "100 billion housing companies".

However, the higher the so -called flying and faster, the harder it falls; the rapid development of successful blue light will fall down the altar at a faster speed.

In the second year of becoming 100 billion housing companies, with the "three red lines" that have a profound influence on the entire industry, the blue light developed by large -scale opening up and crazy debt for rapid expansion, as if wearing a "tight curse curse curse "Generally, the capital chain began to become more and more tight; by October 2020, Blu -ray development has to even sell its important assets Dikang Pharmaceutical and Blu -ray Jiabao Service Group in order to alleviate the pressure of funds and debt.

However, with the real estate industry in 2021 "overnight winter", the development of the "seller" for survival still failed to escape the ending of thunderstorms.

In May 2021, Blu -ray Development became a "executor" because he was unable to repay the debt, and debt mines were officially launched. In the following months, multiple maturity bonds of Blu -ray Development also defaulted In the end of the huge debt pressure, the development of Blu -ray could only be helplessly chose "lying".

Looking at now, although the debt mines have passed for more than a year, as the debt has rolled bigger and bigger, today's blue light development is already "thumbs up."

From the perspective of debt data, as of March 31, 2022, the total liabilities developed in Blu -ray were still as high as 160.8 billion, short -term liabilities were 150.4 billion, and the asset -liability ratio was as high as 96.02%. The loan was 3.407 billion, and the bills payable and the accounts payable were 20.89 billion. During the same period, the funds on the development of Blu -ray development were only 4.864 billion. There was obviously a big gap between the two.

In addition, under the pressure of huge debt, the stock price of Blu -ray development has also been greatly affected. Since 2020, it has continued to decline, and its overcast has fallen.

According to statistics, on January 14, 2020, Blu -ray Development continued to fall after the level of 7.46 yuan. Calculated this, the stock price of Blu -ray developed by 80 %, and the market value evaporated nearly 20 billion.

Cross -border photovoltaic, the stock price ushered in "soaring"

On August 15, the stock price of Blu -ray Development suddenly moved and opened directly with the "one -piece board".

During the two subsequent trading days, the stock price of Blu -ray continued to rise. According to statistics, from August 11th to August 17th, in just 5 trading days, the stock price of Blu -ray development has risen by 37%.

So, why does the stock price of Blu -ray develop suddenly moved? Behind this, it is naturally related to the relevant news of its cross -border entry into the photovoltaic industry.

According to media reports, recently, Blu -ray Development and Guangdong Ouhao Group Co., Ltd. established Chengdu Ou Blue Pirus Co., Ltd. to carry out photovoltaic projects. As the most red -handed concept today, the development of photovoltaic blue light has naturally become the object of fund speculation.

So, who is Guangdong Ouhao Group Co., Ltd.? Why do you choose to cooperate with the development of Blu -ray in the quagmire in debt?

According to the data, Ou Hao Group was established in 2015 and paid 9.5 billion yuan in real -time registered capital. It is a large -scale domestic "home" life service provider. In recent years, the Group has owned dozens of patents. The business involves home improvement, aluminum, new materials, building materials, etc. In addition to this identity, Ou Hao Group is also the controlling shareholder of the photovoltaic leader. It is also one of the shareholders of the development of the financial development of listed real estate companies.

In addition, according to media reports, Ou Hao Group has the resources of at least 1,000 communities and 1,000 real estate in the country. Cooperative real estate companies include Sunshine City, Country Garden, etc. Perhaps because of the strong background of Ou Hao Group, Blue Light Development will only develop only Choose to cooperate with him; although the Ou Hao Group is currently developing the debt quagmire, it also has a lot of properties. After the cooperation, it can still expand its influence scale and achieve the goal of "win -win".

However, from the latest announcement, whether the development of Blu -ray has successfully entered the photovoltaic industry, there is still great uncertainty. After the stock price rose sharply, the relevant staff of Blu -ray Development responded to entering the photovoltaic industry, "European Photovoltaic Virgin registered in the near future, with a registered capital of 100 million yuan; at present, the development ratio of Blu -ray development is 30%, and the actual payment has not yet been paid yet. Related resources and technical personnel are not yet equipped, there are no cooperation projects, and there are uncertainty in the follow -up. "

As for whether the Blu -ray development can enter the photovoltaic industry smoothly, this may only allow time to give us the answer; however, from the current point of view, the stock price of "rising first" has caused the development of Blu -ray After the short -term rise, the stock price of Blu -ray development has been far from the "delisting line" from 1 yuan, and it does not need to worry about delisting because the stock price is too low.

Blue light developed, "starting to die"?

After the development of the stock price of Blu -ray, many people recovered some confidence in this former Sichuan real estate company.

So, because the debt has already developed the blue light of "thumbs and holes", does it really take the opportunity to return to life? I think the possibility of implementation is not great.

The debt of the development of blue light is not discussed. From the recent period of time, after the photovoltaic fire, many companies also want to realize their own rescue by transforming photovoltaic photovoltaic.

For example, in September last year, the 30 -year -old real estate company Guangyu developed directly from the real estate business, and chose to switch to the new energy power generation track. After the stock price was resumed, 13 daily limit boards were pulled out, from the lowest point 5 The area rose to the maximum of 29.05 yuan, which was very eye -catching.

However, looking at the latest situation, the current stock price of Guangyu has been cut, and its performance has declined compared to the highest point, and there is no significant change.

There is also a "pig farmer" Zhengbang Technology, which is deeply trapped in debt quagmire, and announced in mid -June this year that it will enter the photovoltaic industry, and its stock price has also ushered in a short -term rising; but after favorable, Zhengbang Technology The stock price fell back to the original point again, and the fundamental aspects of the debt quagmire did not change.

Judging from the above examples, for a company, it is certainly a benefit to develop a new energy business, but it is more about icing on the cake and cannot directly change its fundamentals. More is just "talking on the paper", just like Zhengbang Technology, the final stock price will still fall back to the original point, and the development of Blu -ray is naturally the same.

Looking at the fundamentals of Blu -ray development, in addition to huge debt, according to financial report data, it is also deeply trapped in the quagmire of losses.

According to the financial report data, in the first half of this year, Blu-ray Development is expected to realize the net profit attributable to shareholders of listed companies by about -46 million yuan, and the net profit attributable to shareholders who belong to the listed company will be deducted from the same profit or loss of about -4.3 billion yuan. Compared with the first quarter, the degree of losses increased significantly.

From the beginning, under the influence of huge debt pressure, almost broken cash flow, and huge performance losses, entering the photovoltaic industry is obviously difficult to bring the blue light development out of trouble. It is obviously not much likely to use this to "return to life". Now, solving the debt crisis is probably the only way out of Blu -ray development.

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