"In the first three quarters of 2024, driven by global warming, domestic trade-in policy stimulation, and demand growth in overseas emerging markets, the production and sales of China’s air-conditioning industry grew steadily, and the demand for air-conditioning compressors also rose. According to industry online and other data, in the first three quarters, China’s household air-conditioning industry sold 155 million units, a year-on-year increase of 13.0%; China’s rotary compressor industry sold 220 million units, up 9.7% year-on-year. In the first three quarters, the sales growth of the company’s rotary compressors was higher than the industry growth rate. "
On the afternoon of November 13th,(600619.SH, share price of 18.42 yuan, market value of 19.771 billion yuan) participated in the collective performance briefing of the third quarterly report of listed companies in Shanghai in 2024. In addition to the development of the company’s traditional compressor business, the participating management also paid attention to the recent market concerns.The rumors of reduction and restructuring gave a partial response.
Clarify the rumors of reorganization: there are no major matters that should be disclosed but not disclosed.
"Does the rumor that your company does not exist such as reorganization mean that it does not exist before or at the time of publication, or that it will not be reorganized with Shanghai Microelectronics (Shanghai Microelectronics Equipment (Group) Co., Ltd.) in the future? How long is the timeliness of this announcement? This is the core of the problem that our investors pay close attention to. Please also answer. "
"What is the intention of Haili’s top ten shareholders to reduce their holdings one after another, and whether they are paving the way for Shanghai Microelectronics backdoor? Please also give a clear answer."
At the performance briefing meeting, an investor kept asking questions to the participating executives online. An hour later, the above two questions got the same answer: "The company fulfilled its information disclosure obligations in strict accordance with relevant laws and regulations, and there were no major matters that should be disclosed but not disclosed. Thank you for your attention. "
Investors’ concerns also indirectly reflect the interest of the secondary market. Since November, there have been rumors in the market that Shanghai Microelectronics is planning a backdoor listing. In the analysis of the disk trend, Haili shares are also associated with the concept of mask aligner by the outside world.
Affected by some market rumors, from November 4, Haili shares achieved a "five-board" and once again had a daily limit on November 11.
After the close of trading on November 11th, Haili Co., Ltd. announced that after the company’s self-examination and written consultation with the controlling shareholder, up to now, the company and the controlling shareholder have no hearsay matters such as company restructuring discussed in public opinion, and there are no major information that should be disclosed but not disclosed, including but not limited to major asset restructuring, share issuance, major transactions, business restructuring and share repurchase that are being planned involving the company., bankruptcy and reorganization, major business cooperation, introduction of strategic investors and other major issues.
Response to reduction: the transaction that it makes according to its own business arrangement.
In addition to the mask aligner concept and rumors of restructuring, in recent trading days, the reduction of the second largest shareholder of Haili Co., Ltd. is also the focus of market attention.
Haili Co., Ltd. is the world’s leading compressor production company and the upstream supplier of air conditioning industry. In order to expand the industrial chain structure and integrate high-quality industrial resources, Gree Electric has repeatedly bought shares of Haili, becoming the second largest shareholder of Haili.
According to public information, in the third quarter of this year, Gree Electric also increased its holdings of 567,500 shares of Haili, with a direct shareholding ratio of 8.41% by the end of the third quarter. In addition, Gree Electric concerted action Hongkong Gree Electric Sales Co., Ltd. holds 0.60% of the shares. In October, with the rising share price of Haili, Gree Electric began to reduce his holdings. According to the transaction data, compared with the stock price low in the year, the corresponding increase of the closing price of Haili shares on November 12 exceeded 300%.
On the evening of November 6th, Haili shares announced that from October 10th to November 6th, Gree Electric reduced its holdings by 36,282,900 shares, accounting for 3.3804%. On the evening of November 8, Haili shares issued the "Prompt Announcement on Changes in Shareholders’ Rights and Interests". According to the announcement, from November 7th to November 8th, Gree Electric reduced its holdings of 6,763,700 shares of Haili by centralized bidding, with a reduction ratio of 0.6302%.
Haili Co., Ltd. said in the announcement that after this equity change, Gree Electric’s share of the company changed from 5.03% to 4.40%, and Gree Electric and his concerted action Hongkong Gree Electric Sales Co., Ltd. changed their total share from 5.63% to 4.999993%, and they will no longer be shareholders holding more than 5% of the company’s shares.
In the face of investors’ questions about Gree Electric’s shareholding reduction, Haili shares briefly responded: "The relevant changes in equity are transactions made according to their own business arrangements."
On November 13, Haili shares fell. On the evening of the same day, national business daily reporter learned from Haili shares that up to now, Gree Electric is still one of the main customers of Haili shares, but the customer ranking is not convenient to disclose.
According to financial data, in the first three quarters of this year, Haili Co., Ltd. achieved operating income of 15.173 billion yuan, a year-on-year increase of 13.36%; The net profit of returning to the mother was 22.7109 million yuan, a loss of 88.3875 million yuan in the same period of last year.
Regarding the reasons for turning losses, Haili Co., Ltd. said that, first, in the main business cooling and heating related solutions and core parts business, the sales scale of the core product rotary compressor increased and the profit increased year-on-year; As for the second main business that the company has tried to build in recent years-In terms of business, Hailima Ruili has achieved results in operational improvement and improved profitability through a number of positive measures such as purchasing and manufacturing cost reduction; Third, it is the collection of real estate held by the company and the confirmation of compensation income.
According to Haili shares, in the third quarter of 2024, the company’sAutomobile electric compressor, automobile heat pump air conditioner, high-pressure warm water heater and other products won Geely,, Dongfeng Warrior, Dongfeng Nissan, Dongfeng Honda, Guangqi Honda, SAIC Volkswagen and other customers have new fixed-point models; The company’s automobile casting products have obtained new fixed points in several projects of customers such as Schaeffler, Hangzhou Jietu and Xiangshan Shen Da.
