Core Viewpoint - The recent share transfer within Furi Shares has attracted market attention, particularly due to the significant price difference between the transfer price and the current market price, alongside the company's involvement in the rapidly rising carbonate vinyl ester (VC) market [1][3][4]. Share Transfer - On November 18, Furi Shares announced the completion of a share transfer where Sun Riguai transferred 60.22 million shares (6.36% of total shares) to Sun Haobo at a price of 4.995 yuan per share, totaling 300 million yuan [3][4]. - Following the transfer, Sun Haobo's shareholding increased to 64.4353 million shares (6.81% of total shares), while Sun Riguai no longer holds any shares in the company [4]. Stock Performance - Furi Shares experienced a remarkable stock performance, with its price hitting the limit up for eight consecutive trading days from November 6 to November 17, driven by the booming VC market [1][6]. - On November 18, the stock price opened high but closed down by 2% at 12.46 yuan per share, with an intraday fluctuation exceeding 14% [1]. Market Context - The price of VC has surged significantly, reaching 142,500 yuan per ton on November 18, marking a 111% increase compared to the previous week and a 171% increase compared to the previous month [6]. - The rapid price increase of VC has led to a bullish sentiment in the market, particularly for stocks related to this sector, although some stocks, including Furi Shares, faced a pullback on November 18 [6]. Financial Performance - For the first three quarters of 2025, Furi Shares reported a revenue of 3.84 billion yuan, a year-on-year decrease of 4.45%, with a net profit of 296 million yuan, down 12.05% [8]. - The subsidiary Furi New Energy, which focuses on lithium battery electrolyte additives, generated 168 million yuan in revenue, accounting for 4.38% of the company's total revenue, indicating limited impact on overall performance [8]. Business Development - Furi Shares has invested in the production of VC and other lithium battery electrolyte additives, establishing a full industrial chain with a production capacity of 10,000 tons per year [9]. - The company has successfully integrated its VC production processes, leading to increased efficiency and reduced costs, while also achieving a 73.13% year-on-year growth in revenue from its electrolyte additive business in the first half of 2025 [9].
今夜!A股大牛股,突发公告!
券商中国·2025-11-18 15:10