两个月股价大涨3倍 国晟科技找到“救命稻草”？

Core Viewpoint - The stock of Guosheng Technology (603778.SH) has experienced a dramatic increase despite the company being unprofitable, primarily due to speculation surrounding a potential acquisition in the lithium battery sector [2][4]. Group 1: Stock Performance - Guosheng Technology's stock price surged by 73.47% over six trading days, with five days closing at the daily limit [2]. - From a low of 3.23 yuan at the end of September to a high of 13.64 yuan by December 3, the stock has seen an increase of over 300% [2]. Group 2: Financial Performance - The company has reported continuous losses, with a net loss of 1.51 billion yuan in the first three quarters of this year [3][6]. - Guosheng Technology failed to meet its performance commitments, achieving only 11.2 million yuan in net profit for 2023, which is less than 40% of the target [6]. Group 3: Business Strategy and Acquisitions - The company is attempting to pivot towards the lithium battery sector by planning to acquire 100% of Fuyue Technology for 240.6 million yuan, aiming to enter the high-precision lithium battery components market [8][9]. - Additionally, Guosheng Technology announced a 230 million yuan investment in a subsidiary to develop a solid-state battery manufacturing project [8]. Group 4: Market Context and Challenges - The domestic photovoltaic industry is currently in a downturn, which has negatively impacted Guosheng Technology's operations [5]. - The acquisition of Fuyue Technology is seen as a high-risk move, with the purchase price being over 11 times its net asset value [10][11].