Kunpeng Project
Zheng Zhengwen. Xinlian Integration, which was listed on May 10 last year, released the 2023 performance forecast a few days ago, which made investors feel a little cold: a pre-loss of 229.2 billion yuan, nearly 900 million more than the same period last year.
What makes investors depressed is the stock price, on the first day of listing, this hit the most **696 yuan, since then the stock price *** The current stock price has fallen below the issue price.
Stock price, performance, listing is the peak!
Is this company listed on the Science and Technology Innovation Board a loss caused by too much investment in R&D in the high-tech field?
After looking at it, it is actually not, mainly because the loss caused by this amortization is larger. As for R&D investment, I don't see any progress in which areas.
According to the company's introduction, SINOSYN provides one-stop chip and module foundry manufacturing services from design services, wafer manufacturing, module packaging, application verification to reliability testing for industrial control fields such as new energy vehicles, wind and solar energy storage and power grids, and high-end consumer goods markets.
In fact, the so-called "bright spot" of this company is actually the top five wafer foundry revenue in Chinese mainland. According to the "2021 Global Exclusive Wafer Foundry Ranking" released by Chip LNNsights, SMIC's operating revenue ranks 15th in the world and fifth in Chinese mainland.
SMIC is the name of SINIC before its name change.
In other words, the so-called high-tech is actually a foundry.
When it went public last year, Xinlian raised 110700 million yuan.
I am Zheng Zheng, known as the bald gang leader, a financial reporter for 20 years and an investor focusing on the medium and long term.
Follow**, pay attention to financial hot spots, welcome to pay attention.
All tips are for informational purposes only and do not constitute investment advice.