Reporter |
As one of the first batch of companies to release a quarterly report, Kain Technology (688687. SH) handed over a report card to more than 7,000 shareholders, which is still good.
According to the disclosure on the evening of April 9, Kain Technology's operating income in 2023 will be 1.412 billion yuan, a year-on-year increase of 21.73%, and the net profit will be 117 million yuan, a year-on-year increase of 39.71%, and if you look at the non-net profit, it will be 123 million yuan, a year-on-year increase of 124.62%. At the same time, the company's operating income in the first quarter of 2024 was 213 million yuan, a year-on-year increase of 10.34%, and the net profit was 22.1442 million yuan, a year-on-year increase of 4.75%.
In the context of good performance, on April 10, the share price of Kain Technology suffered a heavy blow, with a gap of 18.9%, a turnover rate of 9.26% throughout the day, and a huge number of transactions.
Its Dragon and Tiger List on April 10 shows that on the same day, Kain Technology suffered a joint smashing of 5 "institution-specific" seats, and the selling amounts were 34.6479 million yuan, 24.7815 million yuan, 23.871 million yuan, 23.8531 million yuan, and 23.5378 million yuan respectively. The net difference between buying and selling the top five seats was -83.406 million yuan.
Based on the average price of 27.32 yuan on April 10, the five "institution-only" seats sold chips are about 1.26 million shares, 900,000 shares, 870,000 shares, 870,000 shares, and 860,000 shares, which cannot be ruled out as the chips of the fund among the top ten shareholders of the company.
It is worth noting that the first quarterly report shows that the top 10 circulating shareholders of Cain Technology have undergone a "big change", and the exits include E Fund Reform Dividend Mix, E Fund Management Co., Ltd.-Social Security Fund 17041 Portfolio, E Fund Quality Momentum Three-year Holding Hybrid A, Zhonggeng Value Smart Flexible Allocation Hybrid, E Fund New Economy Hybrid, Sun Life Everbright Asset Management-Industrial Bank-Sun Life Everbright Asset Management Jucai No. 121 Directional Asset Management Product, E Fund Kexiang Hybrid, Sun Life Everbright Asset Management-Industrial Bank-Sun Life Everbright Asset Management Juyou Stable No.30 Mixed Asset Management Products, while the new entrants include Huaan Manulife Mixed A, Huaan Juyou Select Mixed A, Wells Fargo Research Select Flexible Allocation Mixed A, Kuwait Government Investment Authority-Own Fund, Beijing Funing Bay Investment Management Center (Limited Partnership), Beijing Fushan Bay Investment Management Center (Limited Partnership), Beijing Zhuo Shangwan Enterprise Management Center (Limited Partnership) and Beijing Songan Investment Management Co., Ltd.
The list of shareholders has changed so much, so the collapse of Kain Technology's regular report after seeing the light is affected by the fund's rebalancing?
There is also a similar situation such as Demingli (001309. SZ), the company disclosed its performance forecast for the first quarter of 2024 on the evening of April 9.
The company expects operating income of 800 million yuan to 850 million yuan in the first quarter of 2024, an increase of 164.92% to 181.48% year-on-year, and net profit of 186 million yuan to 226 million yuan, a significant increase of 524.81% to 616.17% from the loss of the previous year, Demingli said.
Such a good performance, but on April 10, Demingli's share price fell sharply after the opening, and it fell to the fall limit position in about half an hour, and finally Demingli fell 10% on April 10, and there were more than 2,000 sell orders in the queue at the closing limit.