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“虚火”还是“押宝”成功?“跨年妖”东方精工股价再异动 实控人已套现亿元|速读公告

Is it 'virtual fire' or 'betting big' that leads to success? The 'New Year妖' Guangdong Dongfang Precision Science & Technology stock price has fluctuated again, and the actual controller has already cashed out 100 million yuan. | Quick read of the announc

cls.cn ·  Jan 8 22:21

① Guangdong Dongfang Precision Science & Technology gained two consecutive limits due to the Robot Concept, and announced further unusual activity this evening; ② Last November, the company's Stocks once achieved eight consecutive limits, with the company's controlling shareholder and one of the actual controllers cashing out about 0.102 billion yuan; ③ Asia Vets packaging equipment still occupies an absolute proportion in the company's overall revenue, but it remains to be seen whether its investments in controllable nuclear fusion and robots were mere "speculation" or successful "bets."

On January 8, Financial Associated Press (Reporter Fu Jing) reported that after two months of apologizing for the mistakenly issued unusual activity announcement and subsequently the actual controller cashing out over 0.1 billion yuan, Guangdong Dongfang Precision Science & Technology released another unusual activity announcement this evening, stating that it had not provided relevant financial data for 2024 to any other third party.

Guangdong Dongfang Precision Science & Technology has aligned with concepts such as "Eastern," controllable nuclear fusion, and robots. However, the performance delivery capability of related Business remains obviously insufficient, making the future performance of this "New Year’s Eve mythical stock" worthy of attention.

The unusual activity announcement from Guangdong Dongfang Precision Science & Technology today shows that for three consecutive trading days (January 6-8), the cumulative daily closing price deviation reached 20%. After verification, as of the close on January 8, there is no need to correct or supplement previously disclosed information; the company has not found any recent public media reports that could have a significant impact on the trading price of its Stocks without disclosing significant information; the company's operating condition is normal, and there have been no major changes in internal and external operating environments.

Guangdong Dongfang Precision Science & Technology stated that the scheduled disclosure date for its 2024 annual report is March 18. As of the date of this announcement, the company is currently accounting for its 2024 annual financial data. If preliminary calculations by the company’s financial department reach the conditions stipulated in the "Shenzhen Stock Exchange Stock Listing Rules" for performance forecasts, the company will disclose the 2024 annual performance forecast in a timely manner according to regulations. As of the date of this announcement, except for the accounting firm implementing the annual audit for 2024, the company has not provided relevant financial data for 2024 to any other third party.

On January 8, Guangdong Dongfang Precision Science & Technology upgraded its status due to the Robot Concept with two consecutive limits. It is worth noting that its stock price experienced a "roller coaster" last November: from November 14 to 25, it achieved eight consecutive limits, with a cumulative increase of 114.60%, but on November 26, it experienced a "floor and ceiling" event.

From November 17 to 27, 2024, the company issued five price fluctuation announcements. Notably, after an unusual activity announcement was released on the 21st after trading hours, the company urgently corrected the announcement two hours later, stating that there was an error in the calculation of the deviation in price increase and apologized.

The unusual activity announcement from Guangdong Dongfang Precision Science & Technology showed that the company’s controlling shareholder and one of the actual controllers, Tang Zhuolin, sold 6.8132 million shares and 2.5 million shares respectively through centralized bidding on November 19 and 20, 2024, with a total number of shares sold accounting for approximately 0.76% of the company's total share capital.

If roughly calculated based on the concentrated bidding prices of 10.64 yuan/share and 11.70 yuan/share over the past two days, Tang Zhuolin has cashed out about 0.102 billion yuan this time. However, the cumulative number of shares reduced mentioned above did not exceed the upper limit of the major shareholder's reduction plan previously disclosed by the company.

Returning to the Business, Guangdong Dongfang Precision Science & Technology focuses on high-end intelligent equipment manufacturing, with its main business including intelligent packaging equipment and water power equipment in two major fields, among which intelligent packaging equipment comprises three sub-business Sectors: intelligent corrugated paper packaging equipment, digital printing equipment, and Industrial Internet industry solutions.

The main businesses mentioned above seem not to have a direct correlation with the hot Concepts of controlled nuclear fusion and robots that the company has tapped into. However, Guangdong Dongfang Precision Science & Technology disclosed in its 2021 annual report that it invested in Guizhou Aerospace New Power Technology Co., Ltd. through direct shareholding, which is affiliated with China Aerospace Science and Industry Corporation and is responsible for manufacturing crucial equipment such as magnetic supports and shielding layers for the International Thermonuclear Experimental Reactor (ITER), one of the largest international scientific research cooperation projects globally. Tianyancha shows that, as of now, Guangdong Dongfang Precision Science & Technology holds a shareholding of 3.8583% in this company.

According to another announcement, Guangdong Dongfang Precision Science & Technology previously invested in Jia Teng Robot (direct shareholding ratio of 19.84%), and the company stated that this investment will lay the foundation for expanding the application fields of its intelligent equipment products and expand the group's industry space.

As of the end of June last year, the intelligent packaging equipment led by corrugated cardboard lines still accounted for an absolute proportion in the company's overall revenue. Whether the aforementioned investment is 'virtual heat' or a successful 'bet' remains to be observed.

The translation is provided by third-party software.


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