Core Viewpoint - The stock of Shoukai Co., Ltd. has experienced a significant surge, with a 89.77% increase in price from September 2 to September 11, despite the company being in a continuous loss situation in the real estate sector [1][3][4]. Group 1: Company Performance - Shoukai Co., Ltd. reported a revenue of 18.039 billion yuan in the first half of the year, marking a year-on-year growth of 105.19%, but still incurred a net loss of 1.839 billion yuan [1]. - The company has projected losses of 460.9 million yuan, 6.339 billion yuan, and 8.141 billion yuan for the years 2022 to 2024 respectively [1]. Group 2: Market Activity - Since September, Shoukai Co., Ltd. has issued five announcements regarding stock trading risk and abnormal fluctuations [3]. - The stock has been heavily traded, with significant buying from retail investors and selling from institutions, including a notable sale of 157 million yuan by an institution on September 5 [5]. Group 3: Industry Context - The real estate industry in China is undergoing a critical transformation, with policy benefits yet to fully materialize and market recovery expected to take time [3]. - The company faces challenges such as declining sales scale, reduced construction area, and the need for improved profitability from held properties [3]. Group 4: Investment Speculation - The recent stock price surge is speculated to be linked to Shoukai Co., Ltd.'s indirect stake in Yushu Technology, which is preparing for an IPO [4][7]. - Investors are actively discussing the potential of Yushu Technology's IPO, with expectations of significant valuation, although the company has denied any discussions regarding IPO valuation [7].
7连板!一亏损房企,何以走出翻倍行情?
Shang Hai Zheng Quan Bao·2025-09-11 14:37