算力黑马一字跌停，知名牛散精准埋伏及时离场

Core Viewpoint - The sudden termination of a significant 3.69 billion yuan contract by Hainan Huatie has led to a sharp decline in its stock price, raising concerns about the company's governance and the legitimacy of its business operations [1][4][7]. Group 1: Contract Termination - Hainan Huatie announced the termination of a five-year contract with a mysterious client, "Hangzhou X Company," which was initially valued at 36.9 billion yuan [3][6]. - The contract was expected to generate approximately 7 million yuan in annual revenue, significantly enhancing the company's profitability and market competitiveness [6][7]. - The termination occurred without any deliveries or costs incurred, leading to skepticism about the contract's authenticity and the company's disclosure practices [7][8]. Group 2: Stock Market Reaction - Following the termination announcement, Hainan Huatie's stock was locked at a 10.02% drop, with over three million sell orders flooding the market [2][4]. - Prior to the contract's termination, the company's stock had experienced a significant increase, with a 91.75% rise in February alone, indicating potential market manipulation or insider trading [6][13]. Group 3: Company Background and Financial Performance - Hainan Huatie, originally focused on construction equipment leasing, has struggled with profitability despite increasing revenues, with net profits fluctuating from 4.98 million yuan to 6.05 million yuan from 2021 to 2024 [11][12]. - The company has attempted to pivot into various trending sectors, including smart computing, but has faced challenges in achieving substantial results [12][13]. - The company's reported income from its computing business was only 1.28 million yuan in the first half of 2025, raising doubts about the effectiveness of its strategic shift [13][14]. Group 4: Shareholder Actions - Notable shareholders, including a prominent investor, have sold off their stakes following the stock price surge, indicating a lack of confidence in the company's future [14][15]. - Another major shareholder had planned to reduce their holdings but later reversed the decision, opting instead to increase their investment, reflecting mixed sentiments among investors [15].