Wang Xing cash out 310 million, Shen Yannan cash out nearly 100 million!How "ideal" is the current situation of the car?

Future Network, Beijing, September 15th (Reporter Xie Qing) The ideal car executive director and president Shen Yanan sold it twice within 5 days, cash more than 90 million yuan. The "action" of the management of shares has been greatly sold on the stock, and the ideal car has been sent to Weibo hot search recently.

In fact, the topic of ideal car recently has continued. From the doubt of the new car's delivery, to the encounter with Waterloo, Shen Yanan's selling cash will inevitably attract attention from all walks of life.

Dong Baozhen, the chairman of Lingtong Shengtai Investment Management and the manager of Bitai Fund, believes that the behavior of Shen Yannan's reduction of shares of the ideal car president is normal, that is, the performance of entrepreneurs realized profit. But for investors, we must be alert to the decline in the stock price brought by the reduction of major shareholders.

"Management is the most clear business situation of the enterprise, so his overestimation or underestimation of the market price of the enterprise will be earlier than ordinary investors." Dong Baozhen said in an interview with Future Network reporters that from the general law of the capital market, The selling of major shareholders indicates the inflection point of valuation and stock price changes.

(Figure, the ideal car official website)

In the ideal of 6 years, Shen Yanan has concentrated on selling shares in a short period of time

The reporter inquired about the relevant documents of the Hong Kong Stock Exchange. On September 6, Shen Yanan, an ideal car executive director and president, sold the company's 600,000 Hong Kong stocks. As early as September 2nd, Shen Yanan had reduced the ideal automobile Hong Kong stocks of 400,000 shares. Shen Yanan carried out two major sells within two trading days.

Two selling has caused Shen Yanan's shareholding in the ideal car to decrease from 1.74%to 1.68%, with a total of US $ 13.1638 million, or about 91.13 million yuan.

It is worth noting that since December last year, Shen Yanan has gradually reduced the shares held in hand. From December 6th to 17th, 2021, he reduced his holdings many times in just more than 10 days, and sold 2 million ideal car stocks, which set more than 200 million yuan.

This means that, coupled with the recently sold 1 million shares, Shen Yanan's shareholding has decreased from 32 million shares to the current 29 million shares, and has realized a total of more than 300 million yuan since last year.

(Screenshot of historical equity changes)

According to public information, Shen Yannan joined the ideal car as president since 2015. Earlier, Shen Yanan was the vice president of Lenovo and was responsible for global supply chain operations. Shen Yanan, 44, is currently responsible for the company's six first -level departments including manufacturing, supply chain, quality and safety and sales, charging networks, after -sales and overseas.

In the future, reporters from the company found that Shen Yanan currently has a total of 116 related companies, of which 110 are in the state of duration and one is moved out. He is the executive director and general manager of over 100 ideal automobile branches. Shen Yanan served as a director at the ideal car main company Beijing Auto Hejia Information Technology Co., Ltd., and co -owned Li Xiang and Li Tie, holding a shareholding of about 5.08%.

According to the official website, the ideal car company is a company that integrates design, development, manufacturing and sales of high -end smart electric vehicles. At present, the company's management includes the chairman and CEO Li Xiang, president Shen Yanan, chief financial officer Li Tie, chief engineer Ma Donghui and chief technician Wang Kai. At present, Li Xiang, the founder and chairman of the ideal car, holds 22.48%of the shares and has a voting right of 69.6%.

(Weibo screenshot)

Reduce holdings on the hot search, investors pay attention to the ideal car prospects

After Shen Yannan's reduction was announced, the topic of the topic#ideal car president has cash more than 90 million#once appeared on Weibo hot search, which caused many netizens to discuss.

Some netizens believe that Shen Yanan is only cash out for normal investment reasons, and it is a short -term large -scale monetization behavior. "The boss has made money, and the throwing stocks are cash out of 90 million. Maybe just want to buy a house." "Personal behavior should not rise to the company's own to the industry itself.

However, some netizens seeing that the management reduced holdings would worry about the stock price of the ideal car. "Is the boss cash out?" "Although it is legal and compliant, it is really a bit anxious?! Everyone continues to pay attention!" "In the next ten years, the hot money that invested in new energy will continue."

In this regard, the ideal explanation given ideals is: "Shen Yanan's reduction is a normal behavior, and you don't have to interpret it."

(Screenshot of historical equity changes)

In addition, the reporter in the future noticed that in addition to Shen Yanan's recent large -scale reduction of holdings, another ideal car non -executive director Wang Xing, the co -founder of Meituan, has also recently reduced the holdings of the ideal car.

According to data from the Hong Kong Stock Exchange, on March 29, Wang Xing reduced its holdings of 400,000 ideal car shares, with an average price of 27.3 US dollars per share; on March 30, Wang Xing reduced its holdings of 40,900 shares and 376,000 shares, both The price is HK $ 107.85/share and $ 27.81/share.

Based on this, it is also that within two trading days, Wang Xinghe's account of reducing its holdings exceeded 1.18 million ideal car shares, with a realization of approximately 187 million yuan, and its shareholding ratio dropped to 22.82%.

Ideal cars are frequently complained, investors need to pay attention to risk

As the head brand of domestic new energy vehicles, the recent transcripts of the ideal car are "tragic."

According to the ideal car in the second quarter of this year, the ideal car revenue in the second quarter was 8.73 billion yuan, a year -on -year increase of 73.3%, and a decrease of 8.7%month -on -month. At the same time, the loss increased, the net loss was 641 million yuan, an increase of 172.2%year -on -year, and the increase of 11 million yuan from the first quarter of the first quarter increased by 5727.3%. In the case of losses, the ideal car sales in August plummeted. According to data, the ideal car delivery volume in August this year was 4,571, a decrease of 51.54%year -on -year, and a decrease of 56.14%month -on -month, which was cut off.

New energy vehicles have been under the aura of "new forces of car building". However, behind the continuous "burning money", the head brand is gradually showing "fatigue". For the hidden concerns of new energy vehicles, Xu Haidong, deputy chief engineer of the China Automobile Association, said in an interview with the media, "At present, our new energy (automobile) manufacturing enterprise has basically not reached the level of profitability."

(Figure: Black Cat Complaint Platform)

In addition, the reporter noticed that the ideal car recently encountered consumer doubts. What's more, consumers initiated a collective complaint on the complaint platform to accuse the ideal car suspected of consumer fraud.

Some complaints on the black cat complaint platform said that after picking up the car on June 27, the vehicle price was reduced by 20-30,000 in just 2 months. Earlier, the ideal car sales commitment will not be reduced or suspended. In this regard, the owner believes that the short -term price reduction of the ideal car is fraudulent consumers and seriously infringe on consumer rights.

According to the reporter's understanding, the incident that caused the owner's complaint involved the recent "ideal ONE price reduction of 20,000 yuan to clear the position". The owner questioned that it was "letting the new model L8". In response, the ideal car issued the "Instructions on the Workers' after -sales guarantee and software upgrade service" through the official app, saying that after the ideal L8 was released, the basic after -sales guarantee of the ideal ONE will not be affected. The ideal car will strictly perform the warranty of all car owners. During the use process, the original factory pure accessories are provided for maintenance and warranty services.

As of press time, the complaint volume of the black cat complaint platform reached 2,253. Most of the rights defended said that "the ideal car is deceiving sales" and "the ideal car is suspected of false publicity".

At present, the domestic new energy car manufacturing track is hot. In response, Dong Baozhen reminded investors that various brands scramble to develop and launch new energy vehicles to attract public funds to enter the market. However, the "bubbles" in this field are too large, and new energy vehicle manufacturers are high valuations. Investors and consumers should pay attention to relevant system risk.

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