On February 23, Klai Electromechanical (603960.SH) opened a daily limit to achieve 11 consecutive boards.
The company issued risk prompt announcements yesterday evening. The performance growth mainly originated from the original business, and the basis of performance growth has not changed significantly.
Ke Lai Mechanical and Electrical are regarded as "new productive productivity" concept stocks and are sought after by the market.According to the companys disclosure, Klai Electromechanicals performance in 2023 has pre -increased.The companys revenue mainly comes from intelligent equipment business and automotive component business.
New concepts have spawned new leaders
Recently, new qualityThe productive forces are frequently reported by the media and became the "hot word" in 2024.Innovation has become a distinctive label of the "first meeting of the Spring Festival" in various places. Many provinces "adapt to local conditions" in 2024 to accelerate the development of new quality.
In the Symposium on the Northeast Comprehensive Revitalization of the Northeast last September, "New Quality Productivity" was proposed for the first time, requiring integration of scientific and technological innovation resources to lead the development of strategic emerging industries and future industries, Accelerate the formation of new productive forces.
At present, the strategic game of great powers has gradually heated up, and it has occurred against the globalization incident. The uncertainty of the international situation has increased.Essence
At many important meetings later, "new productivity" has been repeatedly mentioned.For my countrys scientific and technological innovation and sustainable development, its importance is self -evident.
Based on its importance, the capital market pays great attention to "new productive forces".On the eve of the Spring Festival of the Year of the Dragon, Ke Lai Mechanical and Electrical were dug out by the market. The stock was officially launched on February 1st. So far, 11 consecutive boards have been harvested, and the rise is fierce.
The growth of performance is mainly due to the original business
Due to the large increase in short -term, Ke Lai Mechanical and Electrical are respectively.On February 6th, 21st, and 23rd, the risk prompt announcement of stock transactions was issued three times in a row.
The company said that from January 31 to February 22, 2024, the closing price of the companys stock increased by 159.51%.The short -term increase is large, the transaction volume and turnover rate fluctuate greatly, and there may be a risk of decline after a short -term increase.
Ke Lai Mechanical and Electrical pointed out in the announcement that the price -earnings ratio of the companys stock and the market ratio of the municipality is higher than that of the industry average, and there is risk of market mood overheating and irrational hype.However, the companys current production and operation activities have remained normal, and the market environment and industry policies have not been adjusted.
Layfu Financial Network noticed that the revenue and profit performance of Ke Lai Mechanical and Electrical were relatively stable. From 2018 to 2020, the companys revenue achieved revenue of 583 million, respectively.The yuan, 796 million yuan, and 766 million yuan, the net profit of the mother was 65.148 million yuan, 99.9947 million yuan, and 129 million yuan.
But since 2021, the companys operating performance has large decline, and the net profit in 2022 has also increased negative growth.In 2023, the companys performance seemed to show signs of stability, and operating income rose quarter by quarter.
According to the companys disclosure, Klai Electrical is expected to achieve net profit of 91.479 million yuan to 97.921 million yuan in 2023, a year -on -year increase of 42%from 64.4224 million yuan in 2022 to 52 to 52%.Thanks to the continuous rise of my countrys economy, the companys operating performance continues to improve.In addition, the automotive parts business has benefited from the improvement of the automotive market, increased sales, and the level of product revenue and gross profit margin.
The companys revenue mainly comes from intelligent equipment business and automotive component business. According to the 2023 middle report, Klai Electrical and Electrical achieved revenue of 145 million in these two businesses, respectively.Yuanhe 119 million yuan, accounting for 55.08%and 44.92%, respectively.
Ke Lai Mechanical and Electrical clearly stated in the risk reminder announcement that the companys performance growth is mainly due to the original business, and the basis of performance growth has not changed significantly.
At the innovation level, Klai Electrical accumulation and refining through long -term large -scale project data has formed a distinctive modular, platform, standardization, and parameterized design concept and product research and development.Models, comprehensively realize 3D digital coordinated design, use standard ideas to achieve non -standardized production, improve design efficiency, reduce design thresholds, stable design quality, shorten the production cycle, and achieve multi -tasking parallel.
It can be seen that Ke Lai Mechanical and Electrical really conform to the concept of "new productivity" at the innovation level, and it is also applied in actual production, but the actual income generated by this concept is temporarily temporarilyNo measuring criteria.The company mainly relies on the original business to achieve performance growth.
The short -term increase is large, beware of chasing high risk
Insurance, but the rising trend of the stock price of Klai Lai Lai Lai Lai Lai Lai is extremely strong.
Starting from the official launch on February 1st, as of the afternoon of February 23, Klai Electromechanical has increased by 185.44%, and the latest stock price is 33.91 yuan/share.
It should be explained that the promotion of tour money has become one of the main driving drivers for the continuous rise in the stock price.The Dragon Tiger List shows that Klai Electrical and Electrical have won the favor of well -known tourists including Hangzhou Shangtang Road, Ningbo and Yuanyuan Road, Siming South Road, etc., and these funds seem to have "locked their warehouses", showing that the money is full of confidence in the stock.
However, the risks are all rising.As stated in the companys risk reminder announcement, the companys stock has a large increase in short -term, and there may be a decline risk after a short -term increase.For ordinary investors, we should still be cautious to prevent high risk.
