3 20cm daily limit, the stock price of loss making stocks skyrocketed by 70, what happened?

Mondo Finance Updated on 2024-01-30

Text |Jin Wei.

One announcement, three 20cm daily limits.

On December 20, Aoya shares once again a word limit, as of press time, Aoya shares reported at 798 yuan, with a market capitalization of 47900 million.

Since December 18, Aoya shares have closed three 20cm daily limits, with a cumulative increase of 728%, an increase of 2 billion in market capitalization.

On the news side, on December 17, Aoya Co., Ltd. issued an announcement that the company deliberated and passed the "Proposal on the Wholly-owned Subsidiary to Sign a Computing Server Procurement Contract", and the board of directors agreed that Altron Engine signed a "Computing Server Procurement Contract" with Shenzhen Runxin **Chain according to the company's strategic planning, and planned to purchase 128 high-performance computing servers and supporting software and hardware embedded with NVIDIA GPU chips, with a contract amount of 43.5 billion yuan.

On December 18, 2023, Altron Engine intends to sign the "Computing Server Procurement Contract" with Runxin **Chain in Shenzhen, and the contract period will be from the effective date of the contract to December 31, 2024.

Aoya Co., Ltd.'s main business covers the fields of parent-child cultural tourism, digital technology, and creative design, and provides full-process consulting and comprehensive operation services for different scenarios such as urban renewal, rural revitalization, and cultural ancient cities.

Why did a company mainly engaged in parent-child travel enter the field of computing power?

Aoya Co., Ltd. said that the company is deeply engaged in the field of creative design and parent-child cultural tourism, relying on the accumulated data and experience advantages, and continues to promote the development of AIGC vertical models and applications. "With the explosion of generative artificial intelligence, the supply of the intelligent computing market exceeds the demand, and the computing power continues to grow, the company has entered a new field of intelligent computing business out of the strategy of combining software and hardware in the field of artificial intelligence, which is conducive to enhancing the company's profitability, ensuring the needs of vertical models and application development, and is in line with the overall development direction of the company's business. ”

Aoya shares landed on the A** market on February 26, 2021, with an issue of 5423 yuan shares, the first day of listing of Aoya shares, Aoya shares once soared to a high of 143 yuan shares, but this is also the peak of the company's stock price, since then, the company **all the way**, the lowest fell to 28 yuan, broken.

On December 18, Aoya shares had a one-word daily limit, ending the state of breaking, especially after three consecutive daily limits, and the stock price was repaired to a certain extent.

In terms of performance, the profit of Aoya shares has declined sharply. From 2020 to 2022, the company achieved revenue of 49.1 billion, 61.2 billion, 4800 million, and the net profit in the same period was 10.3 billion, 75.42 million, -51.68 million.

Judging from the performance comparison, in 2022, the net profit of Aoya shares will lose for the first time, and the operating income and net profit of that year will be 48 billion yuan, -05.2 billion yuan, a year-on-year decrease. 53%。

In the first three quarters of 2023, Aoya shares achieved operating income and net profit of 38.1 billion yuan, -05.7 billion yuan, a year-on-year change of 1944%、-15.24%。Although the company's operating income has recovered growth, the net profit loss is expanding.

In the same period last year, the company's net profit was a loss of 05 billion yuan, that is to say, the company's net profit in the past two years has accumulated a loss of 10.9 billion yuan.

Judging from the Dragon and Tiger List, on December 18, Aoya shares traded 57.91 million, and the top five seats on the Dragon and Tiger List were 41.19 million, which is equivalent to taking most of the transactions. On the 19th, Yuekai ** Suzhou Branch continued to spend 16.5 million yuan on the daily limit, accounting for 34% of the top five business departments.

After two consecutive daily limits, Aoya issued a risk reminder that the company's intelligent computing business is still in the early stage of start-up and has not yet contributed to operating income, and the signing of the "Computing Server Procurement Contract" by the subsidiary has no significant impact on the company's current operating performance.

It is worth mentioning that as of the third quarter, among the top ten circulating shareholders of Aoya shares, 7 ** are new shareholders, in addition to some brokers, Morgan Stanley, JPMorgan Chase also appeared in the top ten circulating shareholders of Aoya shares.

However, because Aoya shares do not yet have the technical patent accumulation required to carry out intelligent computing business and the operational qualifications required to carry out intelligent computing business, it is unknown whether the company's cross-border future can meet expectations when capital is rushing into the track of computing power.

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