On February 23, the carved single crystal silicon manufacturer Shengong (688233.SH) released the 2023 annual performance Express.The year-on-year decrease of 73.20%; the net profit of returning mother was about -63.271 million yuan, a year-on-year decrease of 140.01%from profitable to loss; the net profit of deduction was about -66.668 million yuan, a year-on-year decrease of 143.08%. This is God. This is God. This is God.For the first time since the listing of Workers Share in 2020, it lost money.
On January 31, Shenong shares fell below the issue price of 21.67 yuan/share and closed at 21.02 yuan per share. Since then, the issue price has not been broke.On February 6, the stock price of Shengong shares fell to 13.94 yuan/share.As of February 23, Shenlong Co., Ltd. closed at 20.89 yuan per share, an increase of 8.01%.
For the above performance, Divine Industry shares explained in the announcement that during the reporting period, dueThe decline and decline in capacity utilization have led to a sharp decline in the companys overall net profit as a whole.At the same time, the preparation for inventory price decline was provided during the reporting period, which also led to the decline in the companys net profit.
Titanium Media APP learned that Shenong Co., Ltd. was listed on February 21, 2020.R & D, production and sales.Annual report data shows that in 2021 and 2022, the companys large -diameter silicon material operating income accounted for 95.79%and 88.29%, respectively, for the core revenue products.
In the first year after listing, the net profit of Shenlongs shares has increased well, but the companys performance continued to decline in the next two years.
Data show that in 2021, the operating income of Smart Workers shares reached 474 million yuan, an increase of 146.69%year -on -year; net profit attributable to shareholders of listed companies was 218 million yuan, an increase of 117.84%year -on -year.By 2022, the companys performance was relatively unpleasant, with total operating income of about 539 million yuan, a slight increase of 7.09%year -on -year, and the net profit attributable to the mother was about 158 million yuan, a year -on -year decrease of 28.44%.
At that time, in the announcement of the 2022 Anniversary Express Announcement, the main reason for the decline in operating profit of the company was affected by the significant increase in primary silicon prices of the main raw materials, and the companys procurement cost was correspondingly corresponding.At the same time, the two products of the companys silicon parts and large -sized polishing silicon pieces are still in the climbing stage. In particular, the investment in silicon wafers is large, depreciation is heavy, and it has not been profitable.
It is worth noting that in the first half of last year, Pan Liansheng, chairman of the Shenlong Co., Ltd., suggested that the company repurchase shares to implement equity incentive plans, but the employee holding plan has just completed the reduction plan recently.In addition, the company throws out the expansion of production capacity for fundraising projects, and IPO projects have been postponed twice. In January 2024, the fundraising project was finally put into production.
According to the announcement, on August 18 last year, in the context of the stock price of innovation low, Pan Liansheng, chairmanIn the equity incentive plan, but in the past six months, the companys top shareholders or their consistent actors have thrown out the reduction plan.Up to now, core shareholders have cumulatively cash out 818 million yuan.
The most active reduction of holdings is an investment company called aerospace science and engineering venture capital. It is the third largest shareholder of the company.At the time of IPO, Aerospace Science and Technology Investment held 35.14 million shares, accounting for 21.96%.
Aerospace Science and Industry Venture Capital, which is only one year in the lock -up period of the stock, immediately reduced its holdings of 13.2 million shares immediately after the lock -up period was over, with a reduction of 659 million yuan; in 2022, aerospace science and engineering workersContinue to reduce its holdings, a total of 12 million shares of the companys shares, the amount reduction of more than 955 million yuan, but the aerospace science and workers did not successfully reduce their holdings at that time.
In March 2023, aerospace science and workers continued to reduce their holdings of 2.3 million shares, with a total amount of 121 million yuan.According to the announcement, in October last year, the shareholding ratio of aerospace science and workers has been reduced to 4.77%.
When the companys IPO, several major shareholders such as Silicon Semiconductor, Jingli Investment, and Xu Jie Investment promised the lock -up period of 3 years.In February last year, the listing of shares held by the above -mentioned shareholders, Silicon Semiconductor, Jingli Investment, and Xu Jie Investment, which were unanimously moved, also issued an announcement announcement in March last year.
According to the prospectus, the shareholders of Silicon Semiconductor are Pan Liansheng, the companys chairman Pan Liansheng, and Yuan Xin, deputy general manager, deputy general manager, director and chief financial officer of the company;Xin; Xu Jie Investment is an employee holding platform, and the shareholders are mainly the companys middle -level leaders.
In July of last year, the above -mentioned unanimous actors ended the shares reduction. Among themCrystal Lis investment has not been successfully reduced, and Silicon -Kang semiconductor has not participated in this reduction.Another IPO holding shareholder Liang Zhaoming Co., Ltd. also plans to reduce its holdings in April last year, but ended in October last year.
(This article was first published in the Titanium Media APP, author | Guo Mengyi)
