Investors who are familiar with Tony Electronics know that Tony's industry has high growth potential. With the continuous development of technology, the industry will usher in more development opportunities. In addition, the support of national policies will also bring more development opportunities to the industry. Therefore, some investors judge that Tony Electronics has broad prospects for future development.
However, recently, Tony's announcement of changes in sales contract matters will inevitably surprise investors. According to the "Announcement on the Signing of Major Contracts" issued by Tony Electronics on January 10, 2023, according to the contract, Tony Electronics will deliver 6-inch silicon carbide substrates to the customer in three years from 2023 to 2026, respectively500,000, 300,000 and 500,000.
Song Lianmin (Ke), director of Jiangsu Shengheng Law Firm, who has been engaged in **claim cases**, said that according to the listing rules, the contract amount accounts for more than 50% of the audited main business income of the listed company in the most recent fiscal year, and the absolute amount exceeds 500 million yuan, and the company should disclose the daily transaction contract in a timely manner. However, Tony's requisition on June 20, 2023 for the Candela 8520 testing equipment of KLA in the United States matched with the customer also means that the company has known the risk that the subsequent orders will not be able to be executed in the current year in June 2023. When the semi-annual report was announced, it did not give real feedback in the follow-up investor questions. The matter was not officially announced until January 2024, which clearly violated the principle of information disclosure.
Lawyer Song Lianmin believes that based on the capital market, we should also be honest with the market and investors, and disclose information in a timely manner as required. According to the relevant laws and regulations, listed companies shall be liable for civil compensation for damage to the rights and interests of investors caused by false statements. Lawyer Song Lianmin believes that investors who hold it between June 20, 2023 and January 5, 2024** and on January 5, 2024** can apply for rights protection claims. (The scope of the claim is subject to the final judgment of the court).
Of course, from an investment point of view, Tony Electronics has a strong competitive advantage. The company has advanced technology and equipment, and has a high market share in the industry. In addition, the company also actively expands new business areas, strengthens technological innovation and product research and development, and continuously improves its core competitiveness. These advantages will help the company maintain a high growth rate in the future.
In terms of secondary market performance, for the whole year of 2023, Tony's share price will total**3876%。
In the first three quarters of 2023, Tony's revenue was 135.9 billion yuan, down 506%；The attributable net profit loss was 52.17 million yuan, a year-on-year decrease of 14901%。During the same period, the company's gross profit margin was 1523%, compared to a gross profit margin of 19 in the same period57% down 434 percentage points.