Editor's note: There are many A-share blockchain concept stocks, but there are many speculators, and few have carefully studied their specific businesses. To this end, Odaily will launch a series of special reports to introduce well-known blockchain concept stocks and their specific businesses involving blockchain.
Author | Qin Xiaofeng
Editor | Lu Xiaoming
Author | Qin XiaofengState Internet Information OfficeOn April 1-2, the general rise of blockchain concept stocks is inseparable from the blockchain filing. March 30,
State Internet Information Office
A listed company that started exploring the blockchain three years ago
according toSecurities DailyAccording to the statistics of the announcements of the Shanghai Stock Exchange and the Shenzhen Stock Exchange, the disclosure of relevant information on blockchain concept stocks was mostly concentrated in January 2018. At that time, cryptocurrencies and blockchain were also in a hot stage. Prior to this, Xiamen Anne Co., Ltd. (stock code: 002235, hereinafter referred to as "Annie shares") has already entered the game aiming at business opportunities.Securities DailyNews, in June 2017, Anne shares (002235.SZ) jointly established the first domesticCopyright Blockchain AllianceCopyright Blockchain Alliance
; CTO of Annie Co., Ltd.
It has been said that Annie shares have been committed to researching the combination of digital copyright business and blockchain technology since 2016; in November 2017, Anne shares participated in the Hyperledger Superbook Summit and announced cooperation with Hyperledger Fabric.
In 2018, the concept of blockchain began to catch fire. As it was the first batch of blockchain concept stocks, the advance layout made Annie (002235.SZ) share price soar. According to data from Oriental Fortune.com, in January 2018, the stock price of Annie (002235.SZ) rose from 6.83 yuan to 10.99 yuan in two weeks, an increase of more than 60%. At that time, there were only 4 blockchain concept stocks whose A shares rose by more than 50%, and one of them was Anne shares.
image descriptionexpress("Network Information Office" filing list)
After filing and registration, Anne shares (002235.SZ)
, the company will introduce to the market services such as copyright confirmation/certification/operation/transaction based on the platform of copyright big data and copyright blockchain. Users can apply for digital copyright through the Copyright Home APP, and relevant materials will be registered through the Annie copyright blockchain and cannot be tampered with, thereby determining the digital copyright.Xinhua News AgencyWhat pain points does Anne shares (002235.SZ) solve with the "blockchain + copyright"?
First of all, Anne's copyright blockchain can solve the problem of infringement evidence collection in the copyright industry. Song Jiaji, an analyst at Guosheng Securities, told Odaily that Anne’s copyright blockchain can store evidence of works, which can be used as evidence when defending rights in the future. according toXinhua News AgencyAccording to news, in June this year, the Hangzhou Internet Court made a public judgment on a dispute over the infringement of the right to disseminate information on the network of works, and for the first time confirmed the legal validity of electronic data stored using blockchain technology.
However, for the issue of right confirmation, that is, who owns the work, the blockchain has not been recognized by copyright agencies. Director of China Press Copyright Service CenterYue ZhanfengFurthermore, blockchain can solve
question. After the copyright content data pool is built on the blockchain platform, once a new work is registered on the chain, it can be compared with other platform data in the data pool to monitor whether the work has been stolen. However, the blockchain can play a role only if the data pool of the platform is large enough to truly monitor the entire network. According to Song Jiaji, at present, the greater application of Annie's copyright blockchain lies in the storage of evidence. For infringement, it can only rely on general technologies such as crawlers, and has not established its own unique copyright database.
official websitesecondary title
official website
It shows that Anne shares (002235.SZ) is a comprehensive enterprise group with Internet application and service business as its main field and direction.
On May 16, 2008, Annie Co., Ltd. (002235.SZ) was listed on the Shenzhen Stock Exchange. Its main business is the research and development, production, sales and comprehensive application of commercial information paper. However, after three years of listing, the paper business of Annie Co., Ltd. (002235.SZ) has been declining and has fallen into a loss.
image description
Data source: Charting of financial reports of Anne shares over the years: Ye Tan Finance
Under the huge pressure of survival, Annie Co., Ltd. (002235.SZ) began to seek transformation and develop new businesses outside the main business. It tried different concepts such as lottery, Internet of Things, and VR:At the end of 2012, Annie established the Internet lottery platform "Jinjack Lottery" to lay out the concept of Internet lottery;(8.420, 0.77,In 2015, the company invested in Shanghai Shaying
digital technology
10.07%) Co., Ltd., layout VR concept;image descriptionThese fields are all outlets in the past, but either the tornado has passed away, or the future has not yet ushered in an explosion. Anne shares (002235.SZ) share price has also improved because of related concepts, such as
as shown by dataStock price at the end of 2012
as shown by databan, From 2013 to 2014, lottery business revenue accounted for 0.93% and 4.73% of revenue; IoT business revenue accounted for 2.38% and 3.34% of revenue.
Later, due to the introduction of regulatory authorities
ban
, the lottery business of Anne shares (002235.SZ) has been suspended since March 2015 and has not resumed so far; the Internet of Things business has also quietly disappeared from the company's main business.
After the failure of the first stage of transformation, Anne shares immediately switched to the concept of the Internet, and transformed the Internet through huge mergers and acquisitions:
In 2016, Anne shares (002235.SZ) acquired 100% equity of Changyuan Guoxun at a price of 1.14 billion (a premium of 2334.55%).
The main business of Micro Dream is Internet marketing and promotion; Changyuan Guoxun is mainly engaged in digital copyright service business, including copyright technology business, protection business, transaction business and value-added business. It can be said that the acquisition of Changyuan Guoxun has brought about a qualitative change in Annie (002235.SZ).
Annie (002235.SZ) currently operates four major businesses, including digital copyright services (Changyuan Guoxun), digital marketing services (Micro Dreams), business information paper product marketing services (the earliest main business), and lottery marketing services (in name only).image description
In fact, since the transformation in 2011, only the digital copyright service has truly become the revenue pillar of Annie (002235.SZ).
Annie Stock (002235.SZ) seems to have recognized this problem, so it began to vigorously deploy digital copyright business, and successfully applied the concept of "blockchain +" to digital copyright in 2017.
according tosecondary titleQuestioned by the media that "performance is a mystery"
according to
Securities Market WeeklyAccording to the report, the listed performance of Anne shares (002235.SZ) has always been a "mystery", and the performance is often revised frequently.through
Securities Market Weekly
According to statistics, from 2008 to 2016, Anne shares issued a downward revision announcement for 7 years.image description
(revision of financial report)
2017 financial report
It has also undergone many revisions, and its performance is a mystery:
According to the third quarter report of 2017, Annie (002235.SZ) is expected to achieve a net profit of 100 million to 105 million yuan in 2017, a year-on-year increase of 757.67% to 800.55%;In January 2018, Annie Co., Ltd. (002235.SZ) issued another announcement to correct the figure to 20 million to 25.5 million yuan, a year-on-year increase of 71.53%-118.71%;One month later, Annie Co., Ltd. (002235.SZ) released its 2017 performance report. It is expected to achieve a net profit of -365 million yuan, a year-on-year decline of 3231%, which is the largest loss year since its listing.
Frequent modification of performance reports violates the relevant provisions of the "Stock Listing Rules", and violators will inevitably be punished. Odaily survey found that in July 2010,Shenzhen Stock ExchangeHowever, Annie Shares (002235.SZ) does not seem to have learned the lesson and made the same mistake again. Due to the large difference between the estimated net profit in the 2017 annual performance forecast and the actual net profit, Annie (002235.SZ) failed to perform relevant information disclosure obligations in a timely and accurate manner. September 2018,
Shenzhen Stock Exchange
Anne shares (002235.SZ) company and the company's chairman and general manager Zhang Jie, financial director Xu Zhiqiang were punished by circular criticism.
secondary titleThe road to blockchain is long and difficultAt the beginning of 2018, the concept of blockchain became popular, and many listed companies focused on the concept of blockchain. After more than a year of baptism, blockchain concept stocks have intensified.
However, the current blockchain industry is still in its infancy and cannot bring real income to listed companies. From Annie Shares (002235.SZ)
Looking at it, the blockchain does not seem to have played a big role in the growth of its profits. In its 2017 annual report, it did not show that the blockchain brought any direct income to the company; in addition, its net profit in 2017 was -365 million yuan, a year-on-year decline of 3231%, which became the biggest loss year since its listing.share priceCombined with its past history of frequently "scrambling" hot spots, this time Anne shares (002235.SZ) entered the blockchain, which has to make people question its original intention.
share price
References:
"Annie Shares: The Goodwill Shock of Experts with "Changed Faces" in Financial Reports"
