On July 4, Guangzhou Haozhi Electromechanical Co., LTD., a listed company reducer manufacturer, received a letter of concern from the Shenzhen Stock Exchange, and the letter of concern about Haozhi Electromechanical’s serious abnormal fluctuations in stock trading was announced, and listed 8 special risk tips.

Coincidentally, another reducer concept company, Kone Technology, also received a letter of concern from the Shenzhen Stock Exchange on the same day, regarding KONE Technology’s concern about the robot precision reducer market, providing reducer products for the Hangzhou Asian Games, and cooperating with BYD and other new energy head enterprises.

According to the data of the Shenzhen Stock Exchange, the above two enterprises are the cattle stocks in the field of reducer, Haozhi Electromechanical in 2023 June 5 to July 4, the cumulative increase in the stock price of 121.28%, while Kone technology in 2023 June 13 to July 4 is as high as 146.57% cumulative increase.

Some time ago, many favorable policies for humanoid robots have been released around the world, and major securities firms are also optimistic about the future development of humanoid robots in research reports, especially mentioning the core parts of robots that benefit, including the field of retarders.

The favorable east wind has blown up the boom of the robot sector, whether it is the robot manufacturing body, or the core components such as the reducer, servo system, or even the concept of robots, they were blown up like bubbles in June, and the stock price rose. But there will inevitably be a part of the poor performance but fishing in the troubled waters of the follower, the need for investors to distinguish between true and false.

In the Shenzhen Stock Exchange letter of Haozhi electromechanical risk warning part mentioned that the company’s production of harmonic reducer and other products have not been applied to the field of human robots, no relevant agreements have been signed; It also mentioned that the company’s related products applied to “massage robots” did not sell in 2021, and the transaction amount of related products in 2022 accounted for 0.05% and 1.28% of the operating income respectively, which will not have a significant impact on the company’s performance.

Due to the unusual volatility of the stock driven by the robotics sector, the relationship between the company and robot manufacturing has attracted attention. In the inquiry of Shenzhen Stock Exchange to Haozhi Electromechanical, the company is requested to supplement the disclosure of the specific application of harmonic reducer, control system, DD motor and other products in the field of robots, whether it has been actually applied and formed batch sales, the orders in hand and intended orders obtained by the company, the sales revenue and proportion of the company in the field of robots in the past three years. Whether the relevant business has a significant impact on the company’s performance and other related issues. As of press time, the company has not yet seen a response to relevant questions.

In terms of the operation and finance of listed companies with high attention, Haozhi Electromechanical’s performance is not satisfactory. Affected by the macroeconomic downturn at home and abroad in the first quarter of 2023 and the weak global consumption, Haozhi Electromechanical’s main operating income and gross margin declined, and the company achieved consolidated operating income of 202.116,900 yuan, down 11.55% year-on-year. Net profit attributable to shareholders of listed companies was -12.2473 million yuan, down 163.23% year-on-year. This is also the first time since March 31, 2021, the net profit is negative, in this regard, Haozhi electromechanical admitted in the letter, the company in the first quarter of 2023 in the state of loss, if the future macroeconomic environment continues to change adversely, the company will have the risk of performance decline.

It is worth mentioning that in the Announcement of Severe Abnormal Fluctuations in Stock Trading of Guangzhou Haozhi Mechanical and Electrical Co., LTD., it is mentioned that the company disclosed the Announcement on the receipt of the Notice of filing by the China Securities Regulatory Commission on October 1, 2021. The controlling shareholder and actual controller of the company has been placed under investigation by the China Securities Regulatory Commission on suspicion of manipulating the securities market. As of the date of disclosure of this announcement, the Company has not yet received the China Securities Regulatory Commission’s concluding observations or decisions on the above-mentioned investigation matters, and investors are kindly requested to make prudent decisions and pay attention to investment risks.

On the occasion of the surge in Haozhi electromechanical shares, the company’s important shareholders reduced their holdings, the Shenzhen Stock Exchange attached great importance to it, requiring the company to supplement the company’s controlling shareholders, actual controllers and their concerted actions, shareholders holding more than 5%, directors and supervisors, etc. to buy and sell the company’s shares for nearly 1 month, and whether there is a reduction plan in the next 3 months.

The inquiry is aimed at the end of June 29, June 30 two days, Hao Zhi electromechanical shareholders, senior executive Mr. Lei Qun through the centralized bidding to reduce the company’s shares, Mr. Lei Qun two days to reduce the company’s shares 384316 shares, accounting for 0.13% of the total share capital of the company, the total amount of 6973867.2 yuan, as of June 30, Mr. Lei Qun’s reduction plan has been implemented.

Regarding the capital flow during the abnormal volatility of stocks, it is mainly bought by natural persons. According to the relevant data, Haozhi Electromechanical was bought by natural persons in the period from June 19 to July 4, which accounted for 73.03%; Among them, small and medium-sized investors bought 5.512 billion yuan in total, accounting for 47.49%, and institutions bought 3.13 billion yuan in total, accounting for 26.97%.