Core Viewpoint - The article discusses the challenges faced by New潮能源 (ST New潮, 600777.SH) following its delayed annual shareholder meeting and the implications of regulatory penalties, management transitions, and ongoing litigation affecting its operations and stock performance [1][2]. Group 1: Regulatory and Financial Issues - New潮能源 is facing a penalty of 3 million yuan and warnings for delaying its annual report by over two months, with additional fines for two former executives totaling 2 million yuan [1]. - The company has received a "disclaimer of opinion" audit report from its auditor, which has led to a risk warning for delisting. If the audit opinion does not improve by the 2025 fiscal year, the company may face termination of its listing [1][14]. Group 2: Shareholder Meeting Insights - The annual shareholder meeting on September 19 lasted only about 18 minutes, with management leaving shortly after, leading to dissatisfaction among shareholders who traveled long distances to attend [2][6]. - Key concerns among shareholders included whether the current board has control over overseas assets and the status of ongoing litigation in the U.S. [7][10]. Group 3: Management Transition and Control Issues - The transition of control from the previous management to the new board, backed by 伊泰B股 (900948.SH), has encountered obstacles, particularly regarding the control of core assets located in the U.S. [9][8]. - The new management's ability to effectively manage the company and its overseas assets remains uncertain, raising concerns about the future direction of New潮能源 [18]. Group 4: Stock Performance and Market Reaction - Despite being under a delisting risk warning, New潮能源's stock has seen significant gains, with a 70% increase year-to-date and nine consecutive trading days of price increases following its resumption of trading [15].
市值260亿公司陷退市危机,股民开车1000公里参加股东大会:还没提问管理层就跑了