Zodi Investment(SZ:000609) Zhong Guo Ji Jin Bao·2025-11-18 04:19Core Viewpoint - ST Zhongdi has resumed trading with a limit-up increase, achieving a remarkable 20 consecutive trading days of gains, reflecting strong market interest and speculation around its potential as a semiconductor concept stock [2][3]. Company Performance - As of November 18, ST Zhongdi's stock price reached ¥11.25 per share, with a total market capitalization of approximately ¥34 billion [2][3]. - The stock has experienced a cumulative increase of over 153.19% from October 16 to November 12, 2025, with significant price volatility noted during this period [6][7]. - For the first three quarters of 2025, ST Zhongdi reported revenues of ¥134.71 million, a decline of 52.64% year-on-year, and a total loss of ¥151.07 million, down 41.83% year-on-year [6][7]. Shareholder Changes - Shenzhen Tianwei Investment acquired control of ST Zhongdi for ¥255 million through judicial auction on October 17, 2025, which has contributed to the stock's price surge due to market expectations of its future in the semiconductor sector [2][3][5]. Market Sentiment - Investor sentiment is high, with many expressing frustration over the inability to purchase shares due to high demand and limited availability [4][5]. - The company has been placed under strict monitoring by the Shenzhen Stock Exchange due to its recent trading activity, indicating heightened scrutiny of its stock [7][10]. Risk Factors - ST Zhongdi faces potential delisting risks if it reports negative net assets and revenues below ¥300 million by the end of 2025 [7][9]. - The company has acknowledged the existence of significant uncertainties regarding its ongoing operations and financial health [9].