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刚刚,A股“股神”要抄底!曾押注理想汽车,狂赚超100个...

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本帖最后由 设计二部 于 2021-7-29 09:32 编辑



连续暴跌之后,A股“股神”要来抄底了!

28日晚间,在理想汽车上“一战封神”的利欧股份发布公告称,拟使用不超过20亿元的自有资金进行证券投资。

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利欧股份打算进行哪些投资呢?

公司表示,包括新股配售或者申购、股票及存托凭证投资、债券投资、委托理财以及深圳证券交易所认定的其他投资行为。

其中,委托理财是指公司委托银行、信托、证券、基金、期货、保险资产管理机构、金融资产投资公司、私募基金管理人等专业理财机构对其财产进行投资和管理或者购买相关理财产品的行为。

一季度亏损超5亿
却仍然最爱“买买买”

4月29日晚间,利欧股份发布一季度业绩公告称,2021年第一季度营收约43.56亿元,同比增长14.07%;净利润约亏损5.08亿元,同比下降679.22%;基本每股收益-0.08元,同比下降900%。

就是在这样一个亏损的情况下,利欧股份不仅要花20亿进行证券投资,前不久还出资1亿元参投一个跟自己主业一点关系都没有的动力电池投资基金。

7月21日,利欧股份公布,公司与浙江创新发展资本管理有限公司(“创新发展”)、浙江钱塘江金研资产管理有限公司(“钱塘江金研”)、朱翔、郭敏霞签署了《杭州景辰投资合伙企业(有限合伙)合伙协议》。

合伙企业全体合伙人的总认缴出资额为1.295亿元人民币。公司拟作为有限合伙人以自有资金认购出资额1亿元,占认缴出资比例的77.22%。创新发展作为普通合伙人认缴出资额500万元,占合伙企业3.86%的份额。钱塘江金研作为有限合伙人认缴出资额300万元,占合伙企业2.32%的份额。

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公开资料显示,利欧股份是中国一家泵行业上市公司,要从事泵和园林机械的研发、制造和销售,在整个泵业领域覆盖了较为完整的产业链。目前,公司已在国内建成三大生产基地,一是位于浙江台州的民用泵生产基地;二是位于湖南湘潭的工业泵生产基地;三是位于辽宁大连的石化泵生产基地。

不过2014年,利欧股份通过对上海漫酷、上海氩氪和琥珀传播的成功收购,进军数字营销业务领域。

截至目前,数字营销业务已经占据公司营收的85%左右,原来的主业—水泵制造业务的营收降至15%左右。

去年还参投了医疗、半导体基金

利欧股份的谜之操作还不仅仅是上述这些。

2020年9月6日晚间,利欧股份发布一则《关于与专业投资机构合作投资的公告》引发市场的高度关注。

利欧股份指出,公司拟与浙江清松投资管理有限公司(以下简称:清松投资)签署《南京清松医疗健康产业投资合伙企业(有限合伙)之合伙协议》。公司将对南京清松医疗健康产业投资合伙企业(有限合伙)(以下简称:清松医疗健康)出资20000万元。出资完成后,公司将作为有限合伙人占清松医疗健康39.02%的合伙份额。

据披露,清松医疗健康成立于2020年4月30日,公司经营范围为以自有资金从事投资活动;以私募基金从事股权投资、投资管理、资产管理等活动;创业投资。该公司主要业务包括药品研发、医疗器械、互联网医疗、智能医疗、健康管理及生物技术等。

2020年8月,利欧股份发布《关于对外投资设立IGBT项目合资公司的公告》,称将开拓发展半导体新赛道。公告显示,合作生产产品将重点应用于高端制造、新能源(风电、光伏发电)、轨道交通、新能源汽车、国防军工等领域。本项目一期工程计划投资3条生产线,预计投资额为4.5亿元人民币。

更早之前,2018年9月,利欧股份因发布以23.4亿元收购微信公众号运行公司75%的股权,被推向了风口浪尖上。

虽然彼时,利欧数字CEO郑晓东对外表示,近两年来,利欧都在微信公众号领域进行矩阵式的观察、发展和布局,从头部到中部再到底部的公司和方向,也都一直在评估和衡量,最终选择了梦嘉。因此,正是对未来微信流量生态的前景看好,利欧才愿意“豪掷“23.4亿元买梦嘉。

不过,在经历近一个月的市场高度关注之后,利欧股份最终并没有顺利牵手成功。

不过回顾利欧股份这些年的投资行为,每次都抓住了市场的热点。2018年的微信公众号,2020年的医疗健康,2021年的动力电池,无一不是当时市场的热点。

押注理想汽车一度暴赚超100亿

不过,利欧股份最成功的一笔投资,就是理想汽车。

2020年11月18日,利欧股份在互动平台上确认,公司通过香港全资子公司持有理想汽车折合ADS为3431.62万股,投资成本为4.5亿元。

2020年7月30日,理想汽车在纳斯达克上市后,股价一度飙升至47.7美元/股,按此计算,利欧股份持有的股份市值一度高达106亿元,账面浮盈超过100亿。

随着理想汽车的股价调整,利欧股份持有的股份市值也缩水至63亿元附近,账面浮盈缩水至不到50亿。

除了理想汽车,利欧股份的投资项目中,新风光已经在科创板上市,还有浙江大农、异乡好居、碧橙电商三家公司有望上市。

2021年4月,利欧股份持股4.94%的新风光在上海科创板上市。截至28日收盘,新风光总市值35亿,利欧股份持有的市值约1.7亿元左右。

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利欧股份持股比例43.72%的新三板挂牌企业浙江大农曾发布公告称,公司拟启动首次公开发行股票并于境内上市的计划。

碧橙电商也已启动创业板上市辅导,异乡好居目前在筹备A股上市工作。

虽然在投资方面赚得盆满钵满的,但是利欧股份自己的股价却不太行。除了2015年成功转型,股价一度上涨至9元左右,之后就一路下跌。

截至28收盘,股价报收2.31元,总市值仅156亿元。

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