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The first case of A-shares! Lock-in market capitalization delisting

On the evening of July 23, *ST Shentian announced that the company's shares have closed for 19 consecutive trading days since June 27 with a market value of less than 300 million yuan, and if the total market value of the company's shares is less than 300 million yuan for 20 consecutive trading days, the company's shares will be at risk of being terminated.

The first case of A-shares! Lock-in market capitalization delisting

Source: Company announcement

Based on the closing price on July 23, the total market value of *ST Shentian closing on that day was about 251 million yuan. Therefore, even if the company's stock price is limited on the next trading day, the market value of the corresponding company will be less than 300 million yuan.

Trigger a "Market Cap Delisting" alert

On July 23, *ST Shentian fell all day, with a single-day turnover of only 800,000 yuan, and the company's stock price was reported at 1.81 yuan per share, corresponding to a market value of about 251 million yuan.

The first case of A-shares! Lock-in market capitalization delisting

Source: Straight Flush

*ST Shentian said that the company's shares have closed with a market value of less than 300 million yuan for 19 consecutive trading days since June 27, 2024, and this risk warning announcement is disclosed in accordance with the relevant provisions of Article 9.2.4 of the Stock Listing Rules of the Shenzhen Stock Exchange (2024 Revision). If the total market value of the company's shares is less than 300 million yuan for 20 consecutive trading days, the company's shares will be at risk of being terminated.

According to the closing market value on July 23, even if the company's stock price is limited on July 24, the market value of *ST Shentian cannot return to more than 300 million yuan. As a result, *ST Shentian may become the first A-share listed company to be delisted by market capitalization.

According to *ST Shentian, as of April 30, 2024, the company has a total of 8,029 shareholders.

According to the relevant regulations of the Shanghai and Shenzhen Stock Exchanges, the delisting indicators mainly include mandatory delisting for trading, financial for trading, regulatory and for major violations.

The new delisting regulations issued at the end of 2020 added the market value delisting indicator of "the total market value of stocks closing every day for 20 consecutive trading days is less than 300 million yuan", but in the following years, the trading delisting companies were mainly "1 yuan delisting", and no company touched the market value delisting index.

At the end of April this year, the Shanghai and Shenzhen Stock Exchanges revised and improved the relevant delisting rules: the market value delisting standard for A-share companies (including A+B shares) on the main board will be increased from 300 million yuan to 500 million yuan from October 30, and the market value delisting standard will remain at 300 million yuan from the end of April to the end of October. The market value delisting standard of B-shares, ChiNext and STAR Market companies remained unchanged at RMB300 million.

Dismal performance

According to public information, *ST Shentianyuan Securities, referred to as Shenzhen Tiandi A, landed on the Shenzhen Stock Exchange in 1993 and is one of the first batch of building materials stocks listed in the A-share market. The company's main business is the production and sales of concrete, the development and sales of real estate.

In recent years, *ST Shentian's performance has been dismal. From 2020 to 2023, the company's net profit has been losing year after year, and the loss amount in 2022 will reach 271 million yuan, the largest loss since its listing.

In 2022, Shenzhen Tiandi A will achieve operating income of about 363 million yuan, a year-on-year decrease of 75.47%; The net profit loss attributable to the parent company was about 271 million yuan, and the certified public accountant issued a non-standard audit opinion on material uncertainties related to continuing operations. At the same time, the actual controller of Shenzhen Tiandi A occupies non-operating funds in the form of foreign investment and prepayment of materials. Based on the matters involved in the non-standard audit opinion of the listing, Shenzhen Tiandi A was subject to other risk warnings, and the stock abbreviation was changed to "ST Shentian".

In 2023, ST Shentian's operation will further shrink, with operating income decreasing by 51.06% year-on-year, and as of the end of 2023, the net assets attributable to the parent will be -19.5036 million yuan. According to the Rules for the Listing of Stocks on the Shenzhen Stock Exchange (Revised in 2023), ST Shentian's audited net assets at the end of 2023 were negative, and the exchange implemented a delisting risk warning for its stock trading, and the stock abbreviation was changed to "*ST Shentian".

Entering 2024, *ST Shentian's business difficulties have not improved. According to the performance forecast released by the company, it is expected that the net profit loss in the first half of this year will be 80 million yuan to 100 million yuan.

As for the reasons for the change in performance, the company said that the concrete business was affected by the market, and the company's sales revenue decreased year-on-year. The company, its holding subsidiaries and grandchildren have many litigation and arbitration matters due to economic disputes, and too many litigation matters have led to the judicial freezing of some bank accounts, that is, some assets have been frozen and seized, which has had a certain impact on the company's production and operation. During the reporting period, the four concrete plants shut down in 2022 have not yet resumed production and sales, and the increase in the aging of accounts receivable has led to a large increase in the provision of credit impairment losses; The company made a provision for litigation and arbitration matters, resulting in a decrease in operating profit.

Editor: Yu Hongbo

Proofreading: Zhang Diange

Producer: Zhang Nan

Issued by: Peng Yong

The first case of A-shares! Lock-in market capitalization delisting