Unexpectedly, on December 23, Chongqing Sokon Industry Group Stock Co.Ltd(601127) the day of the release of the cooperative model with Huawei, the company's share price fell sharply, and it fell by the limit on the 24th. In just two days, Chongqing Sokon Industry Group Stock Co.Ltd(601127) market value has shrunk by 17.653 billion yuan, equivalent to a per capita loss of 300000 yuan.
catch up with Huawei's Bull Stock
Chongqing Sokon Industry Group Stock Co.Ltd(601127) is a comprehensive automobile manufacturing enterprise integrating R & D, manufacturing, sales and service of passenger cars, commercial vehicles, powertrain and other auto parts. The company has seres, Dongfeng scenery, Dongfeng Xiaokang, dfsk, Ruichi and other vehicle brands. The vehicle products cover fuel vehicles, new energy vehicles and core parts.
Previously, the share price of Chongqing Sokon Industry Group Stock Co.Ltd(601127) had been about 10 yuan, but it became the leader of new energy vehicles because it caught up with Huawei.
On the evening of January 25, Chongqing Sokon Industry Group Stock Co.Ltd(601127) Salis released a new extended range technology and the first extended range electric vehicle with a range of more than 1000 kilometers, priced at 259800 yuan. The new car is equipped with Huawei driveone intelligent extended range pure electric power platform, which can support hump extended range management system, realize 100 km four second acceleration and 1000 km endurance.
Source: Chongqing Sokon Industry Group Stock Co.Ltd(601127) official website
As soon as the news was announced, the company's share price closed three trading boards in a row. After that, the company's share price entered a strong upward channel. The company's share price soared from the intraday low of 12.93 yuan / share on January 15 this year to a record high of 83.83 yuan / share since its listing on June 22, with the largest increase of 548.34%.
the share price fell sharply on the day of new car release
On December 23, Chongqing Sokon Industry Group Stock Co.Ltd(601127) sailis and Huawei jointly launched the AITO query M5, which is based on the pure electric drive extended range platform (de-i) and has an intelligent extended range control system. Huawei's latest harmonyos operating system is an important part of the whole smart car.
Yu Chengdong, managing director of Huawei, CEO of consumer BG and CEO of smart car solutions Bu, said that the new harmonyos smart cockpit on AITO's M5 has broken the information gap between different devices, so that the vehicle is no longer an island, but a super terminal that can seamlessly flow with people, mobile phones, smart homes, smart watches and so on, It really realizes the convenience of connecting all things.
On the day of the release of the new car, the company's share price plunged by 7.82%, and it fell directly to the limit on December 24. In two trading days, the market value of Chongqing Sokon Industry Group Stock Co.Ltd(601127) decreased by 17.653 billion yuan. According to the number of 57900 shareholders at the end of September, it is equivalent to a per capita loss of 300000 yuan.
Source: Chongqing Sokon Industry Group Stock Co.Ltd(601127) announcement
performance loss in the first three quarters
According to the data of choice financial terminal, on December 24, the automobile sector as a whole fell by 2.86%, Chongqing Sokon Industry Group Stock Co.Ltd(601127) the limit on December 24 was obviously affected by the sector. However, from the perspective of Chongqing Sokon Industry Group Stock Co.Ltd(601127) itself, the company lost money in the first three quarters, the sales of new energy vehicles were lower than the market expectation, and there was no explosive growth.
China Securities Journal · China Securities Taurus reporter combed this year's production and marketing express. The company's monthly sales of new energy vehicles have not exceeded the 5000 mark. From January to November, 35300 new energy vehicles were sold, a year-on-year increase of 107.39%.
Source: choice financial terminal
Compared with peers, this increase can only be said to be at a medium level. From January to November this year, the sales of new energy vehicles in Byd Company Limited(002594) , Anhui Jianghuai Automobile Group Corp.Ltd(600418) and Saic Motor Corporation Limited(600104) increased by 216.97%, 175.8% and 155.45% respectively year-on-year. In Lifan Technology(Group)Co.Ltd(601777) with Chongqing Sokon Industry Group Stock Co.Ltd(601127) in Chongqing, the sales of new energy vehicles increased by 107.37% year-on-year from January to November.
The reporter sorted out according to public information
In addition, Chongqing Sokon Industry Group Stock Co.Ltd(601127) lost 1.083 billion yuan from January to September, including 602 million yuan in the third quarter. Among the reasons for the loss, the company mentioned that on the one hand, the price of raw materials rose; On the other hand, the investment in new energy smart factories is large, the depreciation and amortization are increased, and the marketing expenses of medium and high-end new energy vehicles are increased. In addition, the amortization of middle and high-end new energy vehicle product development expenditure increased, and the sales volume of new energy vehicle products belongs to the climbing period.
Source: Chongqing Sokon Industry Group Stock Co.Ltd(601127) announcement
In the risk warning announcement released in January this year, Chongqing Sokon Industry Group Stock Co.Ltd(601127) said that the performance of the new energy vehicle sector is uncertain due to the impact of market competition pattern and market demand in the future.
Some analysts also believe that the limit may be related to the lifting of the ban on restricted shares on December 28, when 56.3689 million shares will be lifted, accounting for 4.14% of the total share capital.
(China Securities Journal)
