Chapter 104 [Explosive semi-annual report results]
Time came to late July, when Xiaomi 12S-Ultra was selling like hotcakes, Lingjing Technology also completed the high bonus transfer at the end of the month and did the ex-rights processing on the registration day.
After every 10 shares were converted into 990 shares, the company's total share capital increased dramatically from the original 868 million shares to 86.8 billion shares. The company's total share capital increased by 100 times, and the price per share naturally decreased by a hundred times. The latest stock price became 15.33 yuan per share on the ex-rights day.
After ex-rights, it only costs more than 1,500 yuan to buy one lot, and even small retail investors in Big A can afford it.
However, on the ex-rights day, the stock price of Lingjing Technology fell for three consecutive times. This was due to the downward trend of the market, and it was also interpreted by the market as a positive realization. After all, it had risen sharply before, so it was time to let retail investors take over. .
Three days after the ex-rights, the company's stock price closed down -7.28%, -6.96% and -0.57% respectively, with the lowest price falling to 12.78 yuan/share. The market value also shrank to 1.1 trillion. In more than a month, almost a Xiaomi's worth evaporated. The total market value, the market value was once overtaken by Ningde Times, giving up the position of the first stock in GEM market value.
Since the price adjustment from the historical highest price of 20.11 yuan, the cumulative decline has reached -36%. Many investors bought it on the day of the ex-rights. As a result, the three-day floating loss of -16% was very depressing.
However, three days later, the company's stock price began to stabilize and continued to rebound and rise.
Because investors are buying more and more as the price falls, eventually the short-term profit funds are almost gone. Countless investors are building positions. The willingness to buy is greater than the willingness to sell, and the stock price begins to continue to rebound upward.
After entering August, it began to rebound all the way. After 7 consecutive positive gains, the stock price also rebounded to 16.37 yuan, with a cumulative rebound of more than +28%. The company's market value also rebounded to 1.42 trillion.
For investors who bought on the ex-dividend date, their floating losses also turned into floating profits.
After rebounding from Qilianyang, the stock price began to fluctuate and consolidate around the price of 16 yuan.
There is another factor in the rebound and rise in this period, and that is the speculation on the performance expectations of the semi-annual report.
The performance of Lingjing Technology is undoubtedly the focus of the market. After all, the current trillion-dollar market value is not supported by solid performance. It is impossible to maintain such a huge market value by just relying on storytelling and imagination.
On Monday, August 15, Lingjing Technology fell below the price of 16 yuan, falling -4.98% that day to close at 15.82 yuan, with a market value of 1.37 trillion.
……
Next Tuesday, 11am.
After knocking on the door, Yun Shu entered Xiao Yu's office, immediately came to the desk, put a document on the table and said: "The company's semi-annual report audit has ended. The company's revenue in the first half of this year reached 1082.45 billion, a year-on-year increase of +12413.87%, and net profit was 30.629 billion, a year-on-year increase of +41633.49%.”
Yun Shu added with a smile: "The performance and profit in the first half of this year alone greatly exceeded last year's full-year performance. Oh, and the company's AI business is also performing very strongly, and the momentum is very strong."
Xiao Yu, who was sitting in the office chair, picked up the financial report document and read it roughly. He didn't care much about other contents. He saw that the net profit margin was 28.3%, controlled within 30%, which made him quite satisfied. satisfy.
This kind of profit margin is very consistent with the performance of high-tech giant companies and seems much more reasonable.
The year-on-year growth of revenue and profit in the first half of this year was so exaggerated, reaching 124.1 times and 416.3 times, mainly because the previous value base was too low. The revenue in the first half of last year was only over 800 million, and the net profit was even worse. This year's exaggerated year-on-year growth rate was achieved by purchasing more than 70 million yuan.
But then again, not counting year-on-year growth, it is also quite amazing in terms of month-on-month growth. The first half of this year alone exceeded last year’s full-year performance. Last year’s revenue was 78.3 billion and net profit was 21.6 billion. . Xiao Yu looked at the performance of the AI sector in the financial report. There are already 572 enterprise-level customers, most of which are large enterprises. These 572 enterprise-level customers have brought 13.95 billion in revenue to the company.
Because AI Xiaojing launched the enterprise version for a fee, although it is very expensive, the expense is acceptable for large companies.
Especially for some well-known large manufacturers, there is no need to engage in fancy operations. Maybe the public relations cost of overturning will far exceed the cost of buying genuine products, and it will also affect the reputation of the company.
In addition, some companies would rather let Lingjing Technology earn this money than give more profits to their employees.
Such companies and bosses exist, but not every company will "rationally" seek to maximize profits. For example, a delivery rider on a delivery platform in a certain city was dissatisfied with the platform's cancellation of multiple subsidies, changes in settlement methods, and complaints about not going online. The riders were fined 50 yuan per day and chose to go on strike collectively.
As a result, the operation of this food delivery platform replaced all the riders in the city overnight, and it was clear that if you don't work, you will get out. It would rather spend higher costs, with 200 yuan a day and 10 yuan a serving. The company recruits riders from several nearby cities to fill the vacancies at a lower price, and is unwilling to pay a smaller cost to the riders who are on strike.
This is the evil of capital, the methods of capitalists.
The bosses of some companies are like this. They would rather let Lingjing Technology make money away than give their employees a salary increase. In this era, people like Mr. Yu from Fat Donglai and Xiao Yu from Lingjing Technology are actually a "minority" "Other".
However, this is also forced to give way to the eye-catching performance of Lingjing Technology’s AI business. The business growth of the AI sector is strong. Less than 600 enterprise-level customers have created nearly 14 billion in revenue. A few thousand enterprise-level customers can Bringing hundreds of billions of revenue to the company.
There are as many as 500,000 domestic industrial enterprises above designated size, and there are nearly 2,800 enterprises with annual net profits of more than 100 million in the A-share market. In the face of such a huge base, even enterprises that need to use AI mirrors and have Only 1% of companies are able to pay for the enterprise version, and that’s only 5,000 companies, which means the bottom line is 100 billion in revenue.
This only counts the domestic market, and foreign markets have not been included.
Check out the 16-9 book bar and see the correct version!
Even though you have been on Americard’s blacklist, as long as your product is extremely competitive, foreign companies and users will always have channels to “jump over the wall” and use the AI small mirror, which is definitely the case. You have to pay money. Even if you find some "intermediary" to get an account, the intermediary still has to pay Lingjing Technology.
And this is only the enterprise version. The current revenue of 13.95 billion does not include the personal version, because the personal version is still free.
The most profitable thing about AI Mirror is not the expensive enterprise version, but the cheap personal version. Although the monthly fee for the personal version is 300 yuan, and a single productivity tool only costs 30 yuan, the base of individual users is not what enterprises can Comparable.
The number of domestic Internet users alone has now reached an astonishing 1.067 billion, which means that the theoretical upper limit of the user base of AI small mirrors can reach a terrifying volume of 1 billion users relying solely on the domestic market.
Even if only 50 million paying individual users end up buying FamilyMart, the annual revenue is expected to be as high as 180 billion yuan.
Xiao Yu closed the document and looked at Yun Shu and said: "After half past eleven, the results of the interim report will be disclosed to the public. In addition, let Lao Xu host the financial report conference call at twelve o'clock, and end the conference call at twelve thirty."
"Okay, I'll make arrangements." Yun Shu nodded lightly, then turned around and walked slowly out of the chairman's office.
Half an hour later, at 11:32, just two minutes after the market closed in early trading, Lingjing Technology announced its 2022 semi-annual report results. Investors were shocked when they saw the semi-annual report results and responded quickly. We have directly started to place orders in advance at the limit price and order to buy at the top.
……
(End of chapter)