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Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82
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  21世纪经济报道记者肖夏重庆报道

  老股民熟悉的600696又要更名了。

  4月23日起,岩石股份(维权)将被正式实施退市风险警示,股票简称变更为*ST岩石,为其三十多年来的频繁更名史再添一笔。

  4月21日晚间,岩石股份披露年报,去年营收2.85亿元、归母净利润为-2.17亿元。由于年营收不足3亿元且净利润为负数,已经触及去年新“国九条”调整后的财务指标红线,4月22日停牌一天后,从4月23日起被实施退市风险警示(*ST)。

  算上此次披星戴帽,600696这只股票,三十多年来已经十度更名。

  2023年下半年开始,受到关联方海银系暴雷的影响,岩石股份开始大规模裁员,业绩也迅速滑落。2024年,岩石股份的营收已经萎缩至前一年的两成不到,高管团队陆续离职,实控人被警方控制。

  即便如此,过去一年来,仍然有不少投资者逆行加注。

  年报显示,2024年底岩石股份的股东总数超过4.5万户,相比前一年末增加了2.1万户,近乎翻倍。到今年3月底,还有四万多户股东持有岩石股份。

(数据来自财报,21记者整理)

  岩石股份前史:十度更名 金融父子跨界卖酒

  1993年,福建豪盛在上交所挂牌,代码600696,此后因为实控人变化、陆续更名为利嘉股份、多伦股份、匹凸匹、岩石股份,其间还多次被ST。在此次披星戴帽之前,其已经有过一系列不同的股票简称,包括福建豪盛、ST豪盛、利嘉股份、G利嘉、多伦股份、G多伦、匹凸匹、*ST匹凸、ST匹凸、ST岩石、岩石股份。

  2017年,在前身匹凸匹暴雷后、前实控人被判刑同一年,600696经历股权变更,公司更名为上海岩石企业发展股份有限公司,新实控人韩啸就位。

  韩啸1989年出生,毕业于上海一家职业技术学院,父亲韩宏伟是上海河南商会会长,父子俩控制着海银财富和五牛基金两家金融机构。

  2018年,彼时股票简称还是ST岩石的岩石股份收购了贵州贵酒云电子商务公司,切入白酒行业。次年更是将公司工商注册名称更名为上海贵酒股份有限公司。2020年,岩石股份继续从大股东手中接过多家酒业相关公司,其中包括在贵州仁怀的高酱酒业。

  2021年,岩石股份成功摘帽,全年酒类收入从前一年的不到6000万元大幅提升至5.84亿元,2022年进一步暴涨至超过10亿元,成为白酒行业一个不大不小的“奇迹”。在2023年的成都春季糖酒会上,岩石股份更是以上海贵酒身份携各系列白酒产品高调亮相。

  但很快这一高增长业绩的情况遭到了怀疑。陆续开始有媒体报道其要求员工“带单入职”、发展身边亲朋好友购酒,实质上将员工变成“团购商”“经销商”。对此,岩石股份多次否认。

  随着海银系暴雷,岩石股份的业绩很快现了原形,2023年年末增速开始大幅回落。

  一直到2024年6月,岩石股份回应监管方问询时承认,关联方中国贵酒存在员工带单入职或自垫资金后销售的情况。

  业绩暴跌、经销商弃船去年股东还多了2万人

  现在的岩石股份,处于艰难维持的状态。

  进入2024年,总经理、董秘、副总经理等陆续离职,实控人韩啸接过了总经理职务,但下半年被警方控制后无法正常履职,1996年出生的高酱酒业行政负责人被任命为总经理,控股方的股票也被司法冻结。同时因为拖欠工程款等原因,岩石股份也成为多起诉讼的被告方。

  一个细节可以说明当前岩石股份的内部情况。

  在21日晚披露的年报中,管理层讨论与分析部分提及年营收时,将实际的2.85亿元误写成了28454.84亿元。

(年报误将去年营收写为2.8万亿元)

  其酒类销售收入去年大幅回落至2.68亿元,同时毛利率大幅减少9个百分点,浓香、酱香、果酒、其他酒等各个品类全部大幅下滑,跌幅在40%到96%之间。

  经销商已经弃船逃生。2024年岩石股份减少了3693家经销商,截至去年底,还剩772家经销商。

  而即便是这样一份并不好看的年报,会计师事务所再次出具了保留意见,原因包括因诉讼存货被查封无法执行监盘程序、对公司持续经营能力产生重大疑虑、因诉讼事项无法获得充分审计证据。

  只有散户投资者对岩石股份还抱有希望,股东数量不跌反涨。21世纪经济报道记者注意到,2023年底,岩石股份的股东总数为23834人,到2024年底大幅增加至45972户,近乎翻倍。

  截至2025年3月底,岩石股份仍然还有44304户股东。尽管其已经在1月按交易所要求披露了业绩预亏公告,并多次公告可能被实施退市风险警示。

  这些新买入的股民中,一部分是押注困境反转,另一部分是期待有下家接盘。21世纪经济报道记者注意到,年报披露后,22日还有不少散户在股吧里期待,23日复牌后能一字涨停。

  截至4月22日,岩石股份市值27亿元左右。

  汇通财经APP讯——随着投资者纷纷涌入黄金,而对美元和美债等其他传统避险资产的需求减弱,金价大幅上涨。周一上午亚洲市场一开盘,金价就开始上涨,并一直持续到晚至北美时段。周二(4月22日)亚洲交易时段,现货金价再创3494.62美元历史新高,目前在3480美元附近交易。

  黄金看涨势头的一个迹象是投资需求的飙升。上周,全球最大的黄金ETFSPDRGoldShares(NYSE:GLD)管理的资产规模有史以来首次突破1000亿美元。

  GLD旗下的营销公司道富环球投资顾问(StateStreetGlobalAdvisors)的分析师表示:“随着波动性和地缘政治不确定性继续推动避险情绪,投资者越来越多地将黄金作为战略避风港。”

  分析师指出,与九年前的情况类似,黄金正受益于美元走软。抛售压力从隔夜开始,一直持续到北美市场交易时段。美元指数昨日处于98.40点附近,为三年多来的最低点,目前在98.09附近。分析师表示,随着对美国的信心因持续的贸易战而受到侵蚀,黄金继续受益。美国与亚洲大国之间的贸易战业已升级。事实也证明,美国与日本迅速达成贸易协议更加困难。美国总统特朗普上周四表示,他希望尽快解雇美联储主席鲍威尔,这也削弱了人们对美元的信心,一些分析师表示,美元还有进一步下跌的空间。

  BrownBrothersHarriman的外汇分析师周一在一份报告中表示:“关税推出后,全球对美国政策制定者的信心已经处于非常低的水平。如果要维持对美联储(和美国)的任何一丝信心,解雇鲍威尔应被视为一条不可逾越的卢比孔河。”

  分析师们补充道:“外汇市场总是一个国家糟糕政策决定的最快仲裁者。为什么全球投资者会希望在一个央行独立性面临风险的国家持有资产?我们知道,特朗普政府一直希望美元走软,但这是出于各种错误的原因。”

  展望未来,一些分析师表示,金价有动能和空间触及每盎司3500美元。

  FxPro的首席市场分析师AlexKuptsikevich在最近的一份报告中表示:“自上周早些时候触及50日移动均线以来,黄金一直处于进攻状态。我们认为,最近的涨势结束了去年12月底飙涨的回调,上行潜力使我们预计金价将超过3500美元。”

  精品贵金属公司AuAgFunds的创始人EricStrand最近表示,在当前环境下,金价在每盎司4000美元以下看起来仍然很便宜。

  德国商业银行(Commerzbank)的外汇和大宗商品研究主管ThuLanNguyen在最近的一份报告中表示,她预计金价将继续得到良好支撑,因为经济不确定性给经济增长带来压力,迫使美联储降息。

  她说:“鲍威尔淡化了迅速降息的预期,并指出关税增加了通胀风险。尽管如此,市场仍坚持认为,美联储最早将于今年夏天降息。只要美国与其各贸易伙伴之间无法就降低关税达成协议,市场就不太可能放弃对经济的担忧,因此也就不太可能放弃短期内降息的预期,这表明黄金的强势将继续下去。”

  现货黄金日线图来源:易汇通北京时间4月22日13:13现货黄金报3478.02美元/盎司。

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