htmlOn November 11, Wanderer (002351.SZ) opened 4.56% higher after five consecutive rounds, plunging into green during the session, rising 0.86% as of the closing, and the current price was 25.66 yuan per share.Reporter | Chen Qixin
号 is undoubtedly a star stock in the A-share market this year, with a year-to-date increase of 428.76%, up 294.16% in 60 days, and has recently ushered in five consecutive boards. While the stock price of
has been rising, the company's executives have been reducing their holdings. On the evening of December 10, Wanderer announced that the company received a "Notice on the Share Reduction Plan" by shareholders Wang Xiaohong, Zhang Wensheng, Mr. Deng Longmu and Wen Yu. Among them, Wang Xiaohong plans to reduce the company's shares by no more than 9.5627 million shares (accounting for 1.6132% of the company's total share capital); Zhang Wensheng plans to reduce the company's shares by no more than 2 million shares (accounting for 0.3374% of the company's total share capital); Deng Longmu plans to reduce the company's shares by no more than 62,500 shares (accounting for 0.0105% of the company's total share capital); Wen Yu plans to reduce the company's shares by no more than 62,500 shares (accounting for 0.0105% of the company's total share capital).
As of December 10, Wang Xiaohong and four other shareholders' employment status and shareholding status in Wanderer are as follows:
This means that Wang Xiaohong, Deng Longmu, and Wen Yu have cleared all their unrestricted circulating shares. Before that, on the evening of November 14, the Wanderer announcement disclosed that the company's second largest shareholder Xiao Min plans to reduce the number of shares in the company by no more than 11.8553 million shares (accounting for 2% of the company's total share capital). Regarding the reasons for the reduction, several shareholders said it was personal financial needs. After Xiao Min, the second shareholder of
, launched a plan to reduce his holdings, the share price of Wanderer fell 7.31% on November 15, and fell by more than 15% from November 21 to 25. However, the stock price rebounded in the future, rising from around 15 yuan. Xiao Min reduced his holdings by 5.9276 million shares (accounting for 1% of the total share capital) through bidding transactions on December 9, with the average reduction price of 23.053 yuan per share. Xiao Min cashed out 137 million yuan in one day.
stock price hits continuously during the period of continuous daily limit, Wanderer issued risk warnings many times stating that the company's operating conditions are normal and the internal and external operating environment has not changed significantly; the company, controlling shareholder and actual controller do not have major matters that should be disclosed but have not been disclosed, or major matters that are in the planning stage; the company does not have any information disclosed in the early stage that needs to be corrected or supplemented; the company did not find any undisclosed major information that may or has had a significant impact on the company's stock trading price recently.
From the perspective of the company's business level, Wanderer 2019 third quarter report showed that the company's revenue was 788 million yuan, a year-on-year increase of 30.13%; net profit was 80.2502 million yuan, a year-on-year increase of 48.7%. At the same time, Wanderer predicted the operating performance of 2019 in its third quarter report, and expected that the net profit attributable to shareholders of listed companies in 2019 will be 90.7567 million yuan to 112.1112 million yuan, with a year-on-year increase of 70% to 110%.
With the launch of the noise-cancelling version of the wireless headset AirPods Pro with Apple , the concept of TWS headset has become a hot topic in the market. TWS is the abbreviation of True Wireless Stereo in English, meaning true wireless stereo. It uses Bluetooth and other technologies to achieve wireless transmission of audio, which enables traditional headphones and audio products to upgrade from wired to wireless, improving product experience. This concept mainly includes related companies in the field of chips, acoustic devices, sensors, module foundry, and machine brand in the field of TWS headphones.
Wind data shows that the TWS headphone index has risen by 209.85% year-on-year, and more than 10 stocks, including Wanderer , Goertek (002241.SZ), and Rabo Technology (002577.SZ), have seen huge gains.
深在 pointed out in the investment relationship activity record table that the main source of recent profit growth points is headphone products, especially the newly launched TWS headphones. The company adjusted the internal processes of production, R&D and sales in the early stage, and increased its R&D investment in wireless Bluetooth headphones , seizing the market opportunity of the significant growth of TWS headphones and quickly launched a number of TWS series products.
According to Jiwei.com, with the launch of main control chip solutions covering the mid- and low-end fields such as Apple , Huawei , Qualcomm , Realtek , Hengxuan, Luoda, Jieli, etc., and the industrial chain of Huaqiangbei white brand TWS headphones market has gradually improved, the cost of TWS headphones has dropped rapidly. It is reported that the factory shipment cost of TWS headphones has dropped from 100+ yuan/right to less than 20 yuan/right now. It can be seen that the competition in the industry in TWS headphones will intensify in the future, ushering in a reshuffle.
