Shenzhen Everwin Precision Technology Co.Ltd(300115) (300115. SZ) “thunder burst” in the late night of January 23. In 2021, the net profit attributable to the parent company lost 490 million to 690 million, and the net profit attributable to the parent company lost 650 million to 850 million.
In the third quarter of 2021, Shenzhen Everwin Precision Technology Co.Ltd(300115) net profit attributable to the parent company was 157 million.
At that time, Citic Securities Company Limited(600030) also released a research report entitled ” Shenzhen Everwin Precision Technology Co.Ltd(300115) (300115) comments on the third quarterly report of 2021: the performance of the third quarterly report fell month on month, and Q4 is expected to improve” on October 29, 2021.
As a result, Shenzhen Everwin Precision Technology Co.Ltd(300115) not only did its performance not improve in the fourth quarter of last year, but also suffered huge losses.
Shenzhen Everwin Precision Technology Co.Ltd(300115) what did you do in the fourth quarter of last year to lose 647 million yuan to 847 million yuan in a quarter?
For the reasons for the performance loss, The explanation of Shenzhen Everwin Precision Technology Co.Ltd(300115) is “1. The R & D investment of strategic products of major customers has further increased, the cost has increased, and the layout and R & D investment of new energy components have increased. 2. The key products of major customers are in the climbing period of mass production, with low yield. 3. Some production and manufacturing bases have decreased capacity utilization and increased production costs due to the epidemic and customer chip shortage. 4. The company’s main raw materials copper and aluminum have increased significantly Price, difficult to digest in the short term; The change of exchange rate and the rise of labor cost have a certain impact on the gross profit margin. 5. At the end of the period, some inventories were impaired due to the above reasons, and the impairment provision was withdrawn. “
According to the data, Shenzhen Everwin Precision Technology Co.Ltd(300115) was listed on the gem of Shenzhen Stock Exchange in September 2010. The company’s main business is “development, production and sales of electronic connectors and precision small parts of intelligent electronic products, connectors and modules of new energy vehicles, precision structural parts and modules of consumer electronics, Siasun Robot&Automation Co.Ltd(300024) and industrial Internet.”
In recent years, with the gradual deepening of the “double adjustment” strategy of the company’s product structure and customer structure, Shenzhen Everwin Precision Technology Co.Ltd(300115) has entered a double driven development stage of consumer electronics precision components business and new energy vehicle precision components business.
Citic Securities Company Limited(600030) last year’s research report pointed out that Shenzhen Everwin Precision Technology Co.Ltd(300115) has been “bound to Tesla and Contemporary Amperex Technology Co.Limited(300750) , and is expected to grow at a high speed.”
In the research report, Citic Securities Company Limited(600030) believes that Shenzhen Everwin Precision Technology Co.Ltd(300115) “we will promote the supplier certification of major customers as planned in 2020 and have obtained the supplier qualification of many new energy vehicle customers. In 2020, the company established Shanghai Lingang Holdings Co.Ltd(600848) Changying New Energy Technology Co., Ltd. invested and built three power battery structural parts production bases in Yibin, Sichuan, Changzhou, Jiangsu and Ningde, Fujian in early 2021, with an investment scale of 2.5 billion yuan. It is mainly engaged in power battery structural parts of new energy vehicles (including cell structural parts, module structural parts and pack structural parts), and serves nearby new energy leading enterprises at home and abroad. Ningde Changying and Changzhou Changying have been put into operation successively, and Yibin Changying is expected to be put into operation by the end of 2021, which is expected to benefit from the dividend of rapid development of the industry. “
Who would have thought that in 2021, with the rapid development of new energy vehicles, Shenzhen Everwin Precision Technology Co.Ltd(300115) which “has obtained the supplier qualification of many new energy vehicle customers” actually lost “490 million to 690 million” in advance.
I don’t know how such bad news will affect the stock price trend on Shenzhen Everwin Precision Technology Co.Ltd(300115) January 24.
For more than 70000 shareholders of Shenzhen Everwin Precision Technology Co.Ltd(300115) , there is no sleep tonight. The company’s stock bar has been “noisy”, and an investor left a message, “let’s talk about how many limit boards will come?”
