Every hot review 丨 "Stone" enlightenment

"Moutai curse" is a stalk that A -share investors are familiar with, that is, when a stock price is close to Moutai, Guizhou, and trying to shake the status of the "stock king", then it will inevitably encounter a callback. The reason why I thought of this stalk was because the author found that the once crazy stone in the stock selection had been mad.

In 2020, Stone Technology (SH688169, stock price of 309.00 yuan, market value of 28.95 billion yuan) was launched on the Science and Technology Board with the "first share of the Scan Robot". Yuan, the market value of 100 billion yuan, became the second thousand -dollar shares that blinded everyone after Moutai in Guizhou at that time.

The unpredictable skill of "sweeping the ground" has also become a strong refutation of "why technology stocks can't get out of Moutai" at that time. So after reaching its peak last year, the stock price of Stone Technology has only plummeted 70% in more than a year, and the market value is less than 30 billion yuan. The current decline is a fact, and the original skyrocketing is also the fact. At this time, what kind of face to face the other time, it has to be thoughtful. After all, it is only a number written. Essence

According to the 2022 interim reported by Shitou Technology, revenue was 2.92 billion yuan during the company's period, an increase of 24.49%year -on -year, and a net profit of 617 million yuan, a decrease of 5.4%year -on -year. Although this is the first negative growth in Shito Technology's performance since 2017, if it is described by mines, it is too harsh.

Who would have thought that two years ago, the "Xiangege" sweeping robot was almost completely washed and dragged (self -replaced) all in the north? Consumers themselves did not expect that when they were installed at home two years later, they would consider reserving this latest sweeping and dragging robot. The most important thing is that in the past two years, there have been about 200 screen sweeping robotic brands in China. Traditional family cleaning companies have entered intelligent cleaning. Industry competition has long been a red sea. And if Stone Technology cannot lead and break through repeatedly in technology, it will be difficult to maintain the share alone to maintain the share alone, not to mention that the price itself is not cheap.

Even more embarrassing is that most of the income of Stone Technology must also come from smart screening robots, not as good as other competitors. The East is not bright and western. In addition, the frequent reduction of members of the founding team of Stone Technology has been questioned as "illegal", which has aroused the question of "the company is still not doing". The decline in the stock price is exactly the moment when the actual controller of the listed company should increase its shareholding and show their confidence in the future of the company. This is not difficult to understand the "certain department" capital behind Stone Technology has also retreated with great retreat. The "big brothers" began to vote with their feet, which will undoubtedly increase the stock price further. After all, their costs are there, and retail investors cannot be used.

As a family, Stone Technology as a listed company on the time of the times with its own efforts. The stock price has skyrocketed for more than a year and plummeted in more than a year. miniature. This epitome can be a cleaning robot, and naturally new energy vehicles or other popular industries. Although Stone Technology is not selected in this way, although it is not selected, there are always some prescribed actions to be done by the founding team, which can be more responsible before it can be consistent with its original intention of "continuously exploring the cutting -edge technology of improving human life".

Daily Economic News

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