The semiconductor chip leader with thick eyebrows and big eyes, with more than 100 billion Wingtech Technology Co.Ltd(600745) , suddenly collapsed in the afternoon of March 24, diving to the limit.
At present, there is no obvious bad news on the news side, and investors are confused. By the end of September 2021, there were 127100 Wingtech Technology Co.Ltd(600745) shareholders. In the post session dragon and tiger list seats, the peak duel of institutional seats is staged. Among the top five trading seats, there are four institutional seats respectively, which is rare.
In terms of the amount sold, an institutional seat sold 678 million yuan. According to the transaction on the same day, the number of shares sold should be more than 6.5 million, while the number of funds holding more than this number at the end of last year is not large, and several top stream well-known funds are among them.
On the same day, Wingtech Technology Co.Ltd(600745) urgently issued a response announcement. The company said that at present, the company’s production and operation are normal, and its main businesses continue to maintain a steady development momentum, without major events affecting the stock price. It also makes a specific introduction to the three major businesses of the company.
100 billion chip bull stocks: sudden collapse in late trading and falling limit
On March 18, Wingtech Technology Co.Ltd(600745) opened well, with a slight drop of 0.12% at 103.38 yuan, which also became the highest price of the day, and then went all the way down. At the end of the day, it suddenly fell to the limit, down 10.00%, to close at 93.15 yuan, with a turnover of 2.59 billion yuan and a closing market value of 116.1 billion yuan.
As a leading stock of semiconductor chips, Wingtech Technology Co.Ltd(600745) a few years ago, it was also a 10 times Bull Stock, and now its market value is more than 100 billion yuan. It is also a heavy stock of many well-known institutions. This afternoon, there was a sudden collapse of the limit, which attracted much attention.
On the news side, I didn’t see obvious bad news. The company recently issued an announcement on the exercise of equity incentive and the signing of contracts between products and overseas customers.
netizens are confused: what’s the situation
In the investor community, many netizens also said they didn’t know what happened to Wingtech Technology Co.Ltd(600745) suddenly falling to the limit.
According to the analysis of market participants, from the perspective of public seats, it is a game of massive selling and buying by institutions; The reason behind this may be people’s concerns about performance expectations and the impact of Geopolitics on the chip industry.
many well-known funds have heavy positions. Who is the chief seller
Judging from the seats on the dragon and tiger list after hours, among the buying and selling seats, there are basically institutional seats all over. Among the top five buying and selling seats, there are four institutional seats each.
The total purchase of seats in four institutions exceeded 360 million yuan; Among the seats sold, there are also four institutional seats, and the largest institutional seat sold reached 678 million yuan.
The sales amount of 678 million yuan, even if calculated according to the highest transaction price of 103.38 yuan on that day, the number of shares sold exceeded 6.5 million. Regardless of other institutions or the same fund sharing a seat, from the perspective of the position of a single fund.
Let’s take a look. According to the public data, the active partial equity funds with a position of Wingtech Technology Co.Ltd(600745) more than 6.5 million shares at the end of last year have the theme of Agricultural Bank of China Huili new energy, Xingquan trend, Xingquan Herun, Xingquan Heyi, etc., which are basically well-known top flow fund managers who have been in office or have just left office.
company’s emergency response: normal production and operation and steady development of various businesses
Wingtech Technology Co.Ltd(600745) also made an emergency response to the sudden collapse of stock price on the 24th. At present, the company’s production and operation are normal, and all major businesses continue to maintain a steady development momentum. There is no major event that may have a great impact on the company’s stock price.
The business development of each sector is as follows:
\u3000\u30001. Semiconductor business. As the leader of vehicle specification semiconductor, ANSYS semiconductor under the company maintained a rapid growth trend in the first three quarters of 2021, and its profitability reached an all-time high. Since the fourth quarter, Ansteel has further benefited from the trend of doubling the demand for power devices for electric and intelligent vehicles, continued to give full play to the advantages of vehicle specification semiconductors and continuously improved its profitability.
\u3000\u30002. Product integration business. Benefiting from the company’s strategic layout and R & D investment since 2020, the company’s product integration business has undergone fundamental changes. The products are constantly developing towards diversification and high-end, expanding from mobile phones to non mobile phone businesses such as laptop, IOT, servers and automotive electronics, and continuously optimizing the customer structure, extending from the consumer field to the industrial, automotive and other fields. At present, the mobile ODM business is progressing smoothly, and the gross profit margin has improved year-on-year. The non mobile business continues to obtain new customers and orders, and promote new projects in an orderly manner.
\u3000\u30003. Optical business. Since the fourth quarter of 2021, the optical business has completed product verification, mass production and shipment, and made good progress. At present, the company’s optical business is in the state of normalized supply and speeds up the promotion of new projects.
