The company is a new energy battery subdivision industry chain company focusing on the R&D, production and sales of lithium battery separators. Its products are widely used in new energy vehicles, energy storage and other fields, and have an important position in the new energy subdivision industry chain. In the past two years, its stock price has been continuous**, with the highest** exceeding 80%. Recently, an announcement on the lifting of the ban on the sale of the company has attracted widespread attention in the market, and the ** of the heavy position of the stock is once again facing a big test.
On December 19, the company announced that it accounted for 8 percent of the total share capital74% of 8542The 140,000 restricted shares will be released from listing and circulation on December 20. This batch of restricted shares is a non-public offering of shares in 2021, and the fixed increase price at that time was 8780 yuan shares, estimated at the current price, the loss of the fixed increase fund is as high as 40%.
Let's take a look at the public offerings that participated in this approved increase at that time
Although the shares are not a popular ** heavy stocks, but there are also a lot of **holdings, let's take a look at the end of the third quarter of 2023 heavy positions of the shares, what is their recent situation.
Let's first take a look at the top 10 ** holding the number of shares of NXT at the end of the third quarter of 2023
Among them, the largest number of shares held at the end of the third quarter of 2023 is Quanguo Xuyuan's three-year holding period hybrid A, holding 1273610,000 shares, the ** has continued to increase its position since the first quarter, especially in the second quarter. In the third quarter, there was no obvious reduction of these 10 **, most of them were slightly increased, and only GF Guoqi new energy vehicle batteries were slightly reduced.
From the above data, it can be seen that most of the public offerings participating in this batch of private placement are also the first of the previous heavy positions in the company.
Then let's take a look at the rise and fall of the net value of these 10** in the last 5 days:
It can be seen that in the past 5 days, these 10 ** have fallen more and risen less, especially on December 13 and December 18, these 10** average** more than 2%. It can be seen how weak the trend of the company is recently.
Let's take a look at the first three quarters of 2023 returns of these 10 **:
The quarterly returns of these 10** in the first three quarters of 2023, and there are some ** that performed better in the first quarter, such as Zhonggeng Value Pioneer**, which rose 1644%。The performance in the second and third quarters was not ideal, with an average decline of about 6% in the second quarter. In the third quarter, it began to accelerate**, with an average decline of more than 15%, which is a bit unbearable to look at.
Many investments like to calculate returns on an annual basis, so let's take a look at the returns of these 10 stocks this year:
The return of these 10 ** since 2023 is worrying, with an average decline of nearly 30%, and 6 *** more than 30%, of which the decline of GF Guoqi new energy vehicle battery is the most significant, reaching 3602%。And the least declining Zhonggeng Value Pioneer** also fell by 1316%。
Overall, the performance of these 10** in 2023 is not satisfactory. Although the market environment is complex and changeable, as a professional financial management, its decline is so large, it has brought a lot of losses to investors, which is unreasonable.
The ** of the company is not accidental, and it reflects the concerns of all parties in the market about the future of the new energy industry. As an important part of the new energy industry chain, the performance of the company is closely linked to the market trend, and its main business lithium battery separator products account for nearly 90% of the company's total revenue. With the increase of uncertainty in the relevant market, this will undoubtedly bring a lot of market pressure to the companies in the industrial chain, and these unknown risks make investors full of worries and concerns about the future development of the company.
The lifting of the ban on the fixed increase of restricted shares once again pushed the shares to the outlets of investors, whether it is for the heavy position of the shares, or ordinary investors, this is obviously a big test.
Investment is risky, **Past performance does not represent the future, sharing is not recommended, and the operation needs to be judged by the individual.