Another company has been hyped up because of the concept of "unwarranted"!
Because of the concepts involved in ChatGPT, VR, etc., Weishi Electronics has gained a total of 10 daily limits in the past 20 trading days. On the evening of December 4th, Weishi Electronics reluctantly reminded the risk again, the company has backlight display modules through downstream customers to indirectly supply VR product customers, and the sales revenue of this part will account for 2 percent of the total operating income in 202259%, which is relatively low, and the company itself does not produce VR end products.
Demon stocks have repeatedly reminded of risks.
Weishi Electronics is mainly engaged in the research and development, production and sales of backlight display modules, liquid crystal display modules and other products, which are mainly used in high-end automobiles, mobile phones, tablet computers, digital cameras, small game consoles, industrial control displays and other fields.
Since being labeled as a VR concept stock, the stock price of Weishi Electronics has skyrocketed. On November 7, the company's stock price rose to a limit, and then realized three consecutive boards. After a short adjustment, in the five trading days starting on November 21, Weishi Electronics gained five consecutive boards. In the last two trading days, Weishi Electronics has continued to increase the limit.
In the case of large fluctuations in stock prices, Weishi Electronics began to constantly remind the company of the risk of stock price fluctuations.
Weishi Electronics announced on the evening of December 4 that after self-inspection, the company's current production and operation activities are normal, the market environment and industry policies have not undergone major adjustments, production and sales have not fluctuated significantly, and the internal production and operation order is normal.
At the same time, after the company's self-examination and written verification to the company's controlling shareholders and actual controllers, as of the disclosure date of this announcement, the company, the company's controlling shareholders and actual controllers have no other material information that should be disclosed but has not been disclosed, including but not limited to mergers and acquisitions, share issuance, debt restructuring, business restructuring, asset stripping and asset injection and other major matters.
Weishi Electronics also pointed out that the company is concerned about the first report on the concept of VR. The company is mainly engaged in the research and development, production and sales of backlight display modules, liquid crystal display modules, touch decorative panels, display components, intelligent displays and other products. The company has backlight display modules that are indirectly supplied to VR product customers through downstream customers, and the sales revenue of this part will account for 2 percent of the total operating income in 202259%, which is relatively low, and the company itself does not produce VR end products.
In the risk warning announcement on November 28, Weishi Electronics also said that the company is concerned about the reports related to ChatGPT Voice, and the company's current products do not involve ChatGPT Voice terminal hardware, so please pay attention to the investment risks.
The relay of capital speculation on the stock price.
Judging from the information of Weishi Electronics' Dragon and Tiger List, behind the fluctuation of the company's stock price, there are many active funds in the market.
According to the data of the Dragon and Tiger List, from December 1 to December 4, the total number of seats in the sales department on the list was 29.2 billion yuan, of which the ** amount is 12.8 billion yuan, with a selling amount of 16.4 billion yuan, with a total net sale of 3641580,000 yuan.
Judging from the data of the Dragon and Tiger List, most of the relevant funds are fast in and out, mainly short-term transactions. For example, in the past three trading days, Huatai's **headquarters seat** has reached 2188240,000 yuan, but at the same time sold for 3546550,000 yuan. The same situation exists in the Shanghai branch of CITIC ** and the headquarters of Guotai Junan**.
Although the famous Guosheng ** Ningbo Sangtian Road Business Department in the market has been net selling in recent trading days, it is the main force of the ** list on the Dragon and Tiger list announced on November 28 and November 22.
In terms of performance, in the first three quarters, Weishi Electronics achieved operating income of 112.4 billion yuan, a year-on-year increase of 979%；The net profit attributable to shareholders of the listed company was 6579780,000 yuan, a year-on-year decrease of 1418%。
It is worth noting that Weishi Electronics is currently planning to issue no more than 5The funds raised by 900 million yuan of convertible bonds are mainly invested in lightweight vehicle new display projects. On December 4, the company also received the second round of inquiries from the Shanghai Stock Exchange.
In the inquiry, the Shanghai Stock Exchange pointed out that the company's initial public offering** in 2020 raised funds as of September 30, 2023, with a total investment progress of 4412%；The investment and construction progress of "backlight display module expansion and new intelligent display component construction project" accounted for 3028%, the company will change the project in February 2023, due to customer demand to increase the production scale of large-size vehicle and VR backlight display modules, the need to add a new project implementation location;The investment and construction progress of the "Foundry Production Line Intelligent Upgrading and R&D Capability Improvement Project" accounted for 6327% have reached the intended usable state.
The Shanghai Stock Exchange requires the company to further explain the reasons and reasonableness of the slow investment progress of the previous fundraising project, combined with the comparison of product categories, sizes and quantities before and after the change of the "backlight display module expansion and intelligent display component new project", the specific differences in production equipment, production process and space requirements, and explain the necessity and rationality of the new implementation land, the current capital investment progress and project progress, and whether there is a risk of project delay.
At the same time, it explains the operation of the "Intelligent Upgrading of Foundry Production Line and R&D Capability Improvement Project" to reach the predetermined usable state, the reasons why the funds are not fully invested and the follow-up plan, and whether it is consistent with the original plan.
The Shanghai Stock Exchange requires Weishi Electronics to explain the main differences between the products of the two fundraising projects, whether there is duplicate construction of the fundraising project, and whether the raised funds are invested in the main business based on the comparison of the categories, sizes, technologies and downstream applications of the products to be produced by the fundraising project and the products of the previous fundraising project.
In addition, the Shanghai Stock Exchange also requires Weishi Electronics to further explain the necessity and rationality of the company's raised funds in combination with the balance of monetary funds and transactional financial assets, the asset-liability ratio, the scale of external borrowings and the progress of the use of the previous raised funds.
Editor-in-charge: Tactical Heng.
Proofreading: Ran Yanqing.