Ai Ai Seiko 13 boards! per capita earns more than 500,000 yuan, and the stock price has risen 3 times in 25 trading days.

On March 21, Ai Ai Seiko once again rose the limit, and the stock price closed at 32.63 yuan / share, a record high. This is also the company's stock price limit for 13 consecutive trading days, tying the previous 13 consecutive boards of Kelai Electromechanical, becoming the A-share listed company with the most consecutive boards since 2024.

The reporter of "China Times" called Ai Ai Seiko on the stock price rise and other related issues, and the staff of the secretary of the board of directors said, "First, you can check the company's announcement, and second, you can send an email to the company." Subsequently, the reporter sent an email to the mailbox of the secretary of the board of directors, but did not receive a reply as of press time.

A brokerage investment consultant told the "China Times" reporter that the stock price change of Ai Ai Seiko is related to the concept of humanoid robots, but the company's business does not involve humanoid robots, and the main business light conveyor belt is a small part of industrial robots, with very low technical content, and the stock price rise is mainly conceptual speculation.

While receiving 13 consecutive daily limits, the market value of Aiai Seiko increased by 3.029 billion yuan. This also means that the market value of the shares held by the actual controllers, Taiwanese natural persons Tu Mulin and Cai Ruimei, has increased by more than 2 billion yuan in 13 trading days, and the average income per capita is about 500,000 yuan based on the calculation of the company's 6,001 shareholders.

12 consecutive trading days

After the market on March 20, Ai Ai Seiko issued a stock trading risk warning announcement. As of March 18, 2024, the deviation of the daily closing price increase of the company's shares has reached +200% in 30 consecutive trading days, which is a serious abnormal fluctuation in stock trading according to the relevant provisions of the "Shanghai Stock Exchange Trading Rules".

The announcement said that after self-inspection, the company's production and business activities are normal, the internal and external business environment has not undergone major changes, there is no material information that should be disclosed but has not been disclosed that affects the abnormal fluctuation of the company's shares, and there is no situation where the company's controlling shareholders and their concerted actors and the company's directors, supervisors and senior managers bought and sold the company's shares during the abnormal fluctuations in the stock trading.

The announcement pointed out that the company's current main business has not changed, and does not involve hot market concepts such as robots. The thin film company for solar cell packaging is still in the initial stage of research and development, and there is great uncertainty about whether it can be successfully developed and put into production in the future, and there is no impact on the company's performance in the short term.

Since the beginning of this year, Ai Ai Seiko's share price has risen significantly, from February 8 to March 21, 25 trading days, the company's share price rose by 336.81%, and from March 5 to 21, the company's share price has closed 13 consecutive daily limits.

For the situation of a sharp rise in stock prices, Ai Ai Seiko gave a risk warning, saying that the company's shares may have the risk of falling after a large short-term increase. As of March 20, the company's rolling P/E ratio was 1899.41 (mainly due to the loss in the fourth quarter of 2022), the price-to-book ratio was 8.79 (the index was significantly higher than the 1.95 of the same industry), and the cumulative turnover rate was 135%.

The reporter noticed that after the company with continuous daily limit opened the daily limit, the stock price was prone to face a large drawdown. From September 28, 2023 to October 25, 2023, Shenglong shares closed the price limit for 14 consecutive trading days, and the company's stock price fluctuated after the opening, and then began to pull back, from December 6, 2023 to February 6, 2024, the company's stock price was cut in half, with a decline of 50.18%.

Who's hyping Ai Ai Seiko

Regarding the rise in the company's stock price, Ai Ai Seiko said in the announcement that the company has not found any media reports and market rumors that may have a significant impact on the company's stock price trading price, nor has it involved the concept of market hot spots.

An investment consultant of a brokerage told the "China Times" reporter that the concept involved in the rise in the stock price of Aiai Seiko is a humanoid robot, but the company's business has nothing to do with humanoid robots, just a hype of funds. "It is mainly used as a conveyor belt, that is, a part of the industrial assembly line, if it has to be related to robots, it also belongs to a category of industrial robots, which is a very small part and has no premium. ”

The reporter noticed that the logic of market speculation Ai Ai Seiko is different. In the 2024 government work report, new quality productivity and new industrialization have become hot words, and the company's main business has caught up with the hot spots of intelligent manufacturing and intelligent logistics, and humanoid robots are also considered by the market to be an important direction of new quality productivity.

In addition, after the end of the two sessions, the domestic large-scale equipment renewal and consumer goods trade-in action plan accelerated the landing. Some analysts also believe that Ai Ai Seiko's main business is expected to benefit from the equipment renewal policy. The reporter of "China Times" called the company's secretary office, and the staff said, "The company's products are used in different industries and have different service life, generally speaking, they can be used for several years." ”

Under the speculation of funds, Ai Ai Seiko has frequently appeared on the list of dragons and tigers. In the 13 consecutive trading days, the company has been on the list of dragons and tigers for a total of 8 times, and the buying seats have also changed from the Huatai Securities headquarters at the beginning to the Guotai Junan Kunming Renmin Middle Road Securities Business Department, and finally into the "Lhasa Tiantuan". In the list of dragons and tigers on March 19, 4 of the top 5 purchases were all Lhasa business departments under Oriental Fortune.

Under the frequent change of buying seats, Ai Ai Seiko has changed hands fully. Among the 13 trading days, the turnover rate exceeded 10% on 7 days, and the turnover rate reached 20.21% on March 18, which was significantly higher than the turnover rate of less than 2% before the company's stock price was launched.

There is a mismatch between performance and share price

According to the data, Ai Ai Seiko, formerly known as Ai Ai Industrial Belt (Shanghai) Co., Ltd., was established on April 8, 1997. On January 24, 2014, the company was listed on the national small and medium-sized enterprise share transfer system, and on April 24, 2017, Ai Ai Seiko successfully passed the meeting and became the second company to successfully transfer to the main board of the new third board.

Ai Ai Seiko specializes in the research and development, production and sales of light conveyor belts, and belongs to the rubber and plastic products industry. As a key component of automated production and conveying equipment, light conveyor belts are widely used in aluminum profile processing, textile, printing and dyeing, food processing, logistics and transportation, agricultural product processing, entertainment and fitness, wood processing, electronic manufacturing, printing and packaging and other industries and fields.

In terms of performance, on January 30, Ai Ai Seiko issued a pre-profit announcement. According to preliminary calculations, it is expected that the annual net profit attributable to the parent company in 2023 will be 5.5 million yuan to 8 million yuan, which will turn losses into profits compared with the previous year, and it is expected that the annual net profit deducted in 2023 will be 2.34 million yuan to 4.84 million yuan. Ai Ai Seiko pointed out in the risk warning announcement that the current stock price increase does not match the performance.

In terms of shareholders, the third quarter report of 2023 shows that the number of shareholders of Ai Ai Seiko is 6,001, and the actual controllers, Tu Mulin and Cai Ruimei, Taiwanese natural persons, hold a total of 66.94% of the company's shares. As of the close of trading on March 21, the company's market value reached 4.264 billion yuan, an increase of 3.029 billion yuan compared with the market value before the 13th consecutive board, which also means that the market value of the shares held by the actual controller increased by more than 2 billion yuan in 13 trading days. If calculated according to the overall shareholder households, the per capita income is about 500,000 yuan.

It should be pointed out that Yongli shares are also domestic representative enterprises of light conveyor belts, and their performance is also better, but their stock price performance is average, from March 5 to March 21, an increase of 15.43%. From 2021 to the first three quarters of 2023, the net profit of Yongli shares will be 201 million yuan, 244 million yuan and 179 million yuan respectively, while the net profit of Ai Ai Seiko will be 34.073 million yuan, -2.8022 million yuan and 3.7805 million yuan.

Editor-in-charge: Li Future Editor-in-chief: Zhang Yuning