Sungrow Power Supply Co.Ltd(300274) external directors lost contact! Social security funds fled in advance, and these funds increased their positions against the trend! 60 shares lifted next week

The external directors of the 90 billion light storage leader lost contact, and the company’s latest response came.

90 billion optical storage leading external directors lost contact

Yesterday, Sungrow Power Supply Co.Ltd(300274) announced that the company tried to get in touch with external director Liu Zhen before and after the latest board meeting, but could not get in touch with him. After further confirmation with Liu Zhen’s spouse, Liu Zhen is currently in a state of loss of contact due to his personal reasons.

The announcement shows that Mr. Liu Zhen is an external director of the Fourth Board of directors of the company, does not hold any position in the company other than the director, and does not participate in the daily production, operation and management of the company. As of the disclosure date of this announcement, the remaining 7 directors of the board of directors of the company have performed their duties normally, including 3 independent directors, meeting the minimum quorum. The above matters will not affect the normal work of the board of directors and the daily production and operation of the company.

Recently, the Sungrow Power Supply Co.Ltd(300274) share price has continued to fall. The “20cm” limit fell on April 20 and closed down 10.54% on April 21. Since April, it has fallen 39.26% in total. The latest closing price is 65.15 yuan / share, down 56.26% from the high point of the year. At present, the latest total market value of the company is 96.76 billion yuan, a decrease of nearly 120 billion yuan compared with the beginning of the year.

According to the 2021 annual report disclosed by Sungrow Power Supply Co.Ltd(300274) recently, the performance is lower than the market expectation, which may lead to the downturn of the company’s stock price. In 2021, the company’s net profit fell by 19.01% year-on-year. Among them, the net interest rate in the fourth quarter was less than 1%, which dragged down the performance of the whole year Sungrow Power Supply Co.Ltd(300274) chairman explained that in 2021, the company made a big step, underestimated the chip and epidemic situation, and there were problems in the power station business, which were the main reasons why the performance was lower than expected.

In addition, the company achieved a revenue of 4.568 billion yuan in the first quarter of 2022, with a year-on-year increase of 36.48%, while the net profit increased only 6.26% to 410 million yuan, which was also lower than the market expectation Sungrow Power Supply Co.Ltd(300274) as the king of photovoltaic inverter, its performance was quite good. In 2013, the company’s net profit was 181 million yuan, close to 2 billion yuan in 2020, an increase of more than 10 times in eight years.

It is noteworthy that in the first quarter of this year, the national social security fund 416 portfolio and GF double engine upgrading fund both withdrew from the list of top 10 shareholders. However, several funds chose to increase their positions against the trend. GF high-end manufacturing fund, GF science and technology pioneer fund and GF industry strict selection fund increased their holdings of 876600 shares, 234400 shares and 680500 shares respectively. In addition, Huatai Bairui fund and Tianhong fund also have one photovoltaic industry index fund, which has entered the list of Sungrow Power Supply Co.Ltd(300274) top ten shareholders.

60 shares face lifting

60 shares will be lifted next week, with a total market value of 51.797 billion yuan calculated according to the latest closing price.

Caitong Securities Co.Ltd(601108) has the largest lifting market value. 1.055 billion shares will be listed and circulated next week, mainly ordinary shares, with a lifting market value of 8.153 billion yuan.

26 shares, including Sanxiang Advanced Materials Co.Ltd(603663) , Hefei Taihe Intelligent Technology Group Co.Ltd(603656) , Shanghai Belling Corp.Ltd(600171) , Jiangsu Olive Sensors High-Tech Co.Ltd(300507) , have little pressure to be lifted, and the market value of the lifted shares is less than 100 million yuan.

In terms of the proportion of the number of shares lifted to the total share capital, China Master Logistics Co.Ltd(603967) has the largest lifting proportion, reaching 65.01% Lakala Payment Co.Ltd(300773) , Nanjing Sunlord Electronics Corporation Ltd(300975) , Winbo-Dongjian Automotive Technology Co.Ltd(300978) , Rayitek Hi-Tech Film Company Ltd.Shenzhen(688323) .

Data treasure statistics show that the shares of the 60 stocks that will be lifted next week have fallen by an average of 12.05% since April, outperforming the Shanghai index Rumere Co.Ltd(301088) shares have risen 33.3% since April, taking the lead. The company is one of the well-known online clothing brand retail companies in the industry. The annual report disclosed after hours yesterday showed that the company achieved an operating revenue of 872 million yuan in 2021, a year-on-year increase of 2.46%; The net profit attributable to the parent company was 163 million yuan, a year-on-year increase of 0.38%. In the first quarter of 2022, Rumere Co.Ltd(301088) achieved an operating revenue of 204 million yuan, a year-on-year decrease of 10.47%; The net profit attributable to the parent company was 478333 million yuan, a year-on-year decrease of 9.45% Shenzhen Envicool Technology Co.Ltd(002837) , Winbo-Dongjian Automotive Technology Co.Ltd(300978) , Zhejiang Construction Investment Group Co.Ltd(002761) and other stocks led the decline, falling more than 20%.

At present, 15 shares have released the performance or forecast of the first quarter of 2022. According to the first quarterly report or the lower limit of advance notice, Great Wall Motor Company Limited(601633) has the highest profit. According to the first quarterly report of the company, the operating revenue in the first quarter of 2022 reached 33.6 billion yuan, a year-on-year increase of 8.04%; The net profit reached 1.6 billion yuan Great Wall Motor Company Limited(601633) said that affected by the epidemic in many places in China, many parts suppliers of the company were affected, resulting in limited factory capacity For the end of the \ ‘s performance in the first quarter of 2022 increased year-on-year.

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