As A consume electronic board piece " the top flows " , apple " the friend is encircled " do not be short of story and hearsay.
On January 22 open quotation, malic concept the defeat below whole. Blue Cisco ability is early dish drop for a time exceed 13 ％ , the share price after noon open quotation somewhat callback, drop close narrow to 9.3 ％ ; Oufeiguang drops 7.98 ％ , achieve inside a year new low; Board piece inside 68 drop, the bibcock such as share of Er of industrial rich couplet, song, nicety establishing dispatch also goes low in succession.
On message face, the share price callback of malic industry catenary, the likelihood was to get IPhone12 Mini sales volume is low confused impact. Magenshidanli is newest report, give way to give IPhone12 Pro, malic company plans to cut the output of IPhone12 Mini 2 million, produce with what will increase Pro can in order to satisfy market demand. In the meantime, because Mini sales volume is gloomy, the apple will not roll out IPhone12S Mini this year, continue to depreciate however sell IPhone12 Mini.
Outstanding achievement to good reason why does share price dive suddenly?
Now open quotation, famous " malic concept " bibcock -- share price of La Saike ability dives suddenly.
On January 18, the history that the share price of blue Cisco ability still achieved 41.4 yuan is new tall, market prise stood the col of 200 billion. 21 days, the company plans to be used at enlarge to produce intelligence to apparel 0 component, car carries equipment 3D of electron of glass and face plate of large size function, consumption is touched accuse functional face plate 15 billion big gain successful already also fall to the ground surely, the country is air fund, medium 14 investor such as fund of the golden company, GIC, negotiable securities that enrol business, rosefinch are active subscribe.
But now, blue Cisco ability drops suddenly however even more 13 ％ . Up to closing quotation, still steep fall 9.3 ％ , quote 36.3 yuan / , market prise 180.5 billion, evaporate between day nearly 18.5 billion.
To blue Cisco ability drop greatly, a lot of shareholders express in succession " be broken muddled " .
On one hand, malic company is in what the share price of the US stock still realized 3.67 ％ to rise yesterday, achieved 136.87 dollars / the history is new tall.
On the other hand, blue Cisco ability has " malic industry catenary + tesla industry catenary " double aureola is added hold, over or across two high grade circuit, appraise value still has extensive imaginary space.
Public data shows, although get the influence of epidemic situation, blue Cisco ability still realized battalion to restrain the double growth with net profit in before 2020 3 quarters. Among them, business income twenty-six billion and eighty-three million, grow 26.64 ％ compared to the same period; Net profit 3.432 billion, grow 209.63 ％ compared to the same period. And in light of weak quarter, company battalion closes reach net profit to all present a trend that rises continuously, the 3rd quarter is the history that achieved weak quarter more new tall.
So since company outstanding achievement is bright eye, be worth industry boom interval again, why does blue Cisco ability drop suddenly greatly? The market analyses a personage to think, the likelihood is those who stem from dovish to company finance affairs sex is anxious.
In 15 billion produce can of extend before gaining collect endowment fall to the ground surely, the company still finished on January 1 this year of 9.9 billion buy, can issue Ke Shengtai city and Ke Litai city to become the wholy-owned subsidiary of La Saike ability into banner of science and technology. Blue Cisco ability borrowed this action to cut malic metal housing to supply chain again, farther firm the lead position of the engineering technology that the company reachs domain of the casing in the metal in glass, sapphirine and market share.
But " one billion four hundred and ten million and sixty-five thousand four hundred and eight financing " add " one billion four hundred and ten million and sixty-five thousand four hundred and eight buy " with great quantity, also what hard to avoid increased the market is anxious.
Public data shows, up to 2020 3 quarters end, blue Cisco ability has breath is indebted already exceeded 15 billion yuan. Among them, short-term and indebted it is 8.6 billion yuan, corresponding ground was brought about 2019 company interest expenses 748 million, occupy the 25 ％ of business profit about. Asset side, up to 2020 3 quarters end, company fixed assets is 26.3 billion yuan, still have 2.04 billion in build a project, prospective depreciation pressure is same not small.
In addition, company business is spent to malic dependence tall, also cause the market to be anxious.
Blue Cisco ability is inspected all the time " eating an apple to be brought up " company. Its in the business income 2020 related to the apple occupied 43.07 ％ , in the apple the share that in supplying chain, holds also rises ceaselessly, had achieved 75 ％ first half of the year. Finished on January 1 this year 9.9 billion after buying, blue Cisco ability cuts business of mobile phone crust once more again, share will naturally rise once more.
But in back apple this is cultivated greatly " enjoy the cool " while, also should see excessive dependent risk, malic a sign of disturbance or trouble will bring tremendous uncertainty to company outstanding achievement.
Face share price to drop suddenly the market sentiment below is flabby, blue Cisco ability is urgent also held telephone meeting. Dong Bi also many friend circle responds to a running fire actively say, "Everything is normal, empty without benefit. Empty without benefit..
"The apple is familial " fleeting time is adverse
Not come singly but in pairs, blue Cisco ability is not exclusive recently a malic concept bibcock that steep fall.
On January 21, company of malic industry chain, optics and identify touch accuse bibcock Ou Fei to be passed solely will sell Hua Na factory gives nicety establishing dispatch. That day afternoon, europe humble smooth end dish pull quickly low, dish in drop for a time stop. Up to closing quotation, oufeiguang receives a reply 12.91 yuan / , drop greatly 7.26 ％ , market prise evaporates 2.722 billion yuan.
Subsequently, nicety establishing dispatch and in pairs of Europe humble smooth respect are clear " the message is not belonged to solid " . But the market thinks there are no waves without wind, this kind of message calculates refute a rumor, want an apple not to come out to make known one's position only, that hard stanch guesses. Now, oufeiguang still drops greatly 7.98 ％ , market prise decreases again 2.776 billion.
Consult data discovery, 2020 first half of the year, total battalion receives Oufeiguang for 23.5 billion. And the leading role in the hearsay " the factory austral Ou Fei brilliance " the mobile phone photographs battalion of business of group of model resembling a head to receive add up to to contribute about 15.4 billion, those who occupy total battalion to close is close 6 into, can say one of core business that are Oufeiguang. The talk that pardonable market is about to sell to its can have so large reaction.
However, this also is not Europe humble smooth first time deep-set benefit empty talk.
Be in in September 2020, ou Fei is touched solely accuse business to ever was passed will " be kicked give malic industry chain " , blue Cisco ability is received dish. Although bilateral appear personally for a short while clear, dan Oufei's smooth share price will be returned on September 1 is one word drops stop.
The netizen guesses, "Because be made by beautiful emperor before Oufeiguang,the likelihood is cut into parts, the apple did not play with him, touch controlled blue Cisco ability, modular group gave nicety establishing dispatch, malic business is true ' phenanthrene is smooth ' " .
See not hard, company of malic industry chain once was A gold circuit, ecbolic the nicety establishing dispatch of 400 billion, Lasai science and technology of 200 billion, song Er share of 140 billion mixes market prise the roc vessel of 100 billion accuses, dan Jibo eats sexual risk also cannot be ignored. Business of relevant industry chain " acting labour " attribute is stronger, appear on the market if the company is irretentive changed speed, be kicked very easily to go out by the apple " the friend is encircled " .
Promoting core competition ability is crucial
The propulsion that 5G of benefit from benefit from builds, smartphone shipment volume restores gradually, the scene bearing that consumes electronic domain is self-evident, but this does not mean industrial catenary relevant enterprise can earn on brushstroke. The newer iteration of intelligent technology, also to appearing on the market the ability of innovation of science and technology of the company raised taller requirement.
An orgnaization investor expresses, consuming an electron to create the biggest risk of the domain is the change of course of downstream client technology.
"Blue Cisco ability ever was immersed in trough 2018, the company walks out of predicament later, gain ability promotes steadily. But downstream nowadays apple, China for, the client such as millet is trying new product new technology ceaselessly, this just may be right to the company long-term minatory place " .
