Abstract of Fukai: Since September this year, the actual controller has reduced the company's shares for four times, with a total reduction of nearly 1 million shares.

Author | Sichuan Fan Holiday has increased by 5% this year. On December 13th, it just hit a record high of 58.43 yuan/share, but it suddenly fell to the limit on December 2th.

The reason is that on the previous trading day, Jiang Bin, the chairman and actual controller of Goer Co., Ltd., reduced his holdings of 33 million shares through block trading, with a turnover of nearly 1.8 billion yuan.

in the past six months, more than 2 brokers have given advice on buying Goer shares. Among the risk warnings in many research reports, it is generally warned that the competition pattern and demand of headphones and VR/AR products of the company are less than expected, but it has never been predicted that the biggest risk of Goer shares is that the major shareholders will accept it when they are ready.

major shareholders continuously reduced their holdings. On December 2th, Goer shares hit a daily limit, with a turnover rate of 4.11% and a turnover of 1.22 million, which reached a new high in that month.

On December 21st, Goer shares fluctuated slightly, closing up slightly by .55%, with a turnover rate of 2.4% and a turnover of 71,. The direct factor that caused Goer shares to plummet back to the normal level was the reduction of the actual controller Jiang Bin.

On the evening of December 17th, Goer announced that the company had received a notice from Jiang Bin, a shareholder holding more than 5% of the company's shares, and learned that Jiang Bin had reduced his holding of 33 million shares of the company by block trading, accounting for .97% of the company's total share capital. After the completion of this block trading, the number of shares held by Jiang Bin decreased from 32 million shares to 287 million shares, accounting for 8% of the company's total share capital.

With the share price of Goer shares rising, especially in the past two months, the company's share price has increased by 4%. Jiangbin and Goer Group Co., Ltd., the largest shareholder of Goer shares, have reduced their shares several times, four times since September this year, and * * * reduced their shares by nearly 1 million.

Not only is the controlling shareholder reduced, but the third quarterly report shows that among the top ten shareholders of the company, the Hong Kong Securities Clearing Company Limited, the National Social Security Fund 61, which represents northbound funds, and E Fund Research Select Stock Securities Investment Fund all reduced their holdings of Goer's shares. In addition, the National Social Security Fund 13 increased its holdings of Goer's shares. Although it cannot be said that it was bought at the top of the mountain, the income from the increase has been greatly reduced after this decline.

not only are the funds of large institutions withdrawing, but the data on October 2th showed that it was all kinds of institutions that really smashed the market. For example, Shenzhen Stock Connect bought 986 million yuan and sold 532 million yuan. Wind data showed that as of the close, the net outflow of main funds from the stock exceeded 534 million yuan.

interestingly, on December 2th, among the A-share list, Goer shares had the largest net inflow of funds, amounting to 369 million yuan. Obviously, Shenzhen Stock Connect contributed most of the purchases.

Thanks to the buying support of Shenzhen Stock Connect, Goer shares did not cause a deeper plunge on December 21st.

Although a number of institutional funds withdrew from Goer's shares, it also released the phenomenon of other institutions grabbing chips at low prices to the market, which did not trigger panic selling by investors.

goer co., ltd. disclosed in the exchange of Shenzhen stock exchange on December 21st, 221 that as of December 2th, 221, the number of shareholders of the company was 179,9, a decrease of 12,2 or 6.34% compared with the previous period.

according to Choice data, as of December 2, 221, the average number of shareholders of listed companies in the electronics industry was 51,.

As the leading representative of the A-share industry chain of Apple, the concept of meta-universe ebbs. Goer shares have always been valued and imagined because of Apple's orders and the company's expansion of acoustic devices business through Apple's supply chain status.

However, with the decline of Apple's sales and the adjustment of the industrial chain in the second half of last year, Apple's concept stocks, including Goer's shares, generally fell, and the share prices of supply chain companies that are deeply bound to Apple like this are even deeper.

Goer shares are in good condition because the company has become the world's major VR product OEM by entering the VR/AR industry in order to reduce its dependence on Apple. In the first three quarters of this year, the revenue from VR/AR increased significantly, making the revenue of its intelligent hardware segment independent of Apple reach 37%, becoming the new main force of the company's revenue.

in terms of performance, goer shares achieved operating income of 52.789 billion yuan in the first three quarters of 221, a year-on-year increase of 52%; The net profit attributable to shareholders of listed companies was 3.333 billion yuan, a year-on-year increase of 65.28%.

this year, the fiery metauniverse has brought new market opportunities and capital imagination space to the consumer electronics industry chain. Goer shares currently occupy more than half of the world's high-end virtual reality market, and have the first-Mover advantage.

With the accumulation of customers and technologies in VR/AR, and benefiting from the explosion of the concept of meta-universe, Goer shares have become one of the rare Apple concept stocks whose share price has greatly increased this year.

However, at present, the Metauniverse is still in the early stage of development. Although many enterprises are actively entering the game, there are also many conceptual behaviors.

there are different opinions about the theme of the meta-universe, which has not played a positive role in the development of the industry, but has continuously weakened the scientific and technological color of the meta-universe.

Recently, the concept stocks of Meta-Universe have fallen in succession. On December 2th, in addition to the sharp drop of Goer's shares, the leading players of Meta-Universe concepts such as Zhongqingbao and Heping also fell by more than 9%, and the overall decline of Meta-Universe concept further suppressed the share price of Goer's shares.

In addition, Goer recently announced the listing of its spin-off subsidiary, Goer Microelectronics Co., Ltd., and Goer Microelectronics will be listed on the Growth Enterprise Market.

as a semiconductor company focusing on research, development, production and sales of MEMS devices and micro-system modules, Goer Microelectronics covers chip design, package testing and system application, but does not include chip manufacturing, so it is also one of many semiconductor enterprises in China that adopt the fabless mode.

With the clear listing of Goer Microelectronics, the market has changed from the previous high expectation mentality to waiting for the boots to land.

For Goer, it has become its task to successfully send Goer Microelectronics to science and technology innovation board. In particular, Goer Microelectronics relies heavily on American customers, and there are certain market risk factors.

goer shares also indicated in the risk warning that if the Sino-US trade friction continues to escalate in the future, the sales of end-user products will be restricted, the supply of key raw materials will be in short supply, or the manufacturing and supplier system will undergo major changes, which may adversely affect the performance of goer.

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