Growth Survive shareholders reduce holding stone technology net profit for the first time negatively increased

Cover Journalist Zhu Ning

On August 29, the stone technology listed on the science and technology board announced the 2022 interim report. During the reporting period, the company achieved operating income of 2.92 billion yuan, an increase of 24.49%year -on -year, and a net profit of 617 million yuan, a year -on -year decrease of 5.4%. This is the first negative growth since 2017.

On August 30, as of press time, stone technology fell 1.27%to 311.99 yuan per share.

The growth rate of revenue gradually declines

During the period from 2017 to 2021, the growth momentum of Stone Technology was still relatively rapid, and operating income increased from 1.119 billion yuan to 5.837 billion yuan, with an average annual compound growth rate of 51.13%. The average annual compound growth rate is as high as 144.22%; but by 2021, the revenue of Stone Technology has fallen to 28.84%year -on -year, and the non -net profit deduction has decreased by 1.47%year -on -year.

In the first half of this year, operating income increased by only 24.49%year -on -year. The net profit attributable to shareholders of listed companies was 617 million yuan, a year -on -year decrease of 5.40%. In terms of profits, the company said that this was due to the increase in sales costs at home and abroad.

It is worth noting that during the reporting period, the operating cost of the company was 1.514 billion yuan, an increase of 27.69%year -on -year, which was faster than the growth rate of operating income. However, the most critical dragging on net profit comes from sales expenses. In the middle of this year, it exceeded 500 million yuan, while the same period last year was 262 million yuan, a significant increase of 91.22%, close to double. This also caused the net cash flow generated by the company's operating activities during the reporting period to drop by 80 %, only 162 million yuan.

Shareholders reduce the market value shrinkage

Looking back at the past, Stone Technology has also been brilliant. Stone Technology, which was listed on February 21, 2020, the stock price once flooded to the sky, soaring to 149.4.99 yuan/share, and the market value was close to 100 billion yuan, which also made it one of the few stock prices in the A -share market. Comparison of company stocks. As a result, someone in the market was called "sweeping the ground" on the stone technology crown.

However, after that, Stone Technology has opened a journey of falling on the stock price. As of now, Stone Technology has shrunk by nearly 70 % compared to the highest level.

For the stone technology that has been continuously reduced after one year of listing, the reduction itself is not new, and it is worth paying attention to rhythm. On February 23 last year, just two days after lifting the ban, the founder team, director supervisor and various venture capitals throwing a reduction plan. Since then, it has basically reduced its holdings every four months.

On the evening of May 26 this year, Shitou Technology announced that 8.87%of the two shareholders who held 8.87%were planned to reduce their holdings of no more than 4 million shares, accounting for 6%of the company's total share capital, and about 2.5 billion yuan at the closing price on the day.

Judging from the 2022 interim report disclosed, Shunwei immediately started to implement it immediately after the pre -disclosure of May 26. By the end of June, the time window of the waiting time for more than half a month had completed more than 80,000 shares to reduce holdings. Of course, more reduction of holdings requires the time window of three or four quarters to complete. It can be said that several passers -by who announced the reduction plan before did not waste a trace of time window and quickly reduced its holdings to varying degrees.

Slowing the development of the floor sweeping robotic industry

The market segmented market has not yet met the law of 5%market penetration rate

Earlier, according to the calculation of the domestic scan robot market space of Northeast Securities, in 2020, domestic sweeping robots sold 6.54 million, and the sales volume was expected to increase by 9.48%by 2021. The penetration rate exceeded 5%. To nearly 13 billion yuan.

However, from the reality, such estimates are obviously a bit optimistic. In 2021, the retail volume of domestic sweeping robots fell 11.62%. Until the end of 2021, the penetration rate of domestic sweeping robots did not reach 5%. The reason is that this scene stems from the failure of the industry that has not continued to launch explosive products that aroused market consumption booms, but also due to the industry's failure to rely on technology iteration to break the cost bottleneck to press down the price, resulting in increasing the current industry leading enterprises in the industry. Slow slowly.

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