SENSTEED(SZ:000981) Xin Lang Zheng Quan·2025-07-30 09:59Core Viewpoint - The appointment of Zhu Ranjie as Vice President of Shanzi Gaoke is seen as a crucial step to enhance the company's core competitiveness in the new energy vehicle sector and to help the company escape its loss-making situation [5][11]. Company Overview - Shanzi Gaoke announced the appointment of Zhu Ranjie on July 29, marking a significant leadership change as the company focuses on its core business [1]. - Zhu Ranjie has extensive experience in the automotive manufacturing sector, having held key positions at Tesla and other major automotive companies [2][3]. Financial Performance - Shanzi Gaoke's half-year performance forecast for 2025 indicates a projected net profit of 150 million to 225 million yuan, a significant turnaround from a loss of 1.129 billion yuan in the same period last year [6][8]. - The expected profit represents a growth of 113% to 120% compared to the previous year [7][8]. - Despite the positive outlook, the company anticipates a net loss of 252 million to 327 million yuan when excluding non-recurring gains and losses, although this reflects a reduction in losses of 40% to 54% compared to the previous year [9]. Strategic Adjustments - The company's turnaround is attributed to strategic adjustments, including the divestment of underperforming business units and a focus on core operations [9]. - Historical debt restructuring has also contributed to a more favorable financial environment for the company [9]. Market Sentiment - As of July 30, Shanzi Gaoke's stock closed at 2.05 yuan per share, with a total market capitalization of 20.495 billion yuan, indicating a cautious market sentiment [10]. - Investors are closely watching Zhu Ranjie's ability to leverage his experience from Tesla to enhance production efficiency and drive profitability in the new vehicle projects [11].