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Source: China Fund Daily
On the evening of April nineteenthCastlecrashersthebeardThis "flying car" big bull stock "ate two letters in a row". Zhejiang Securities Regulatory Bureau issued a warning letter to Wanfeng Owei.CastlecrashersthebeardIt was found that the company had misleading statements in response to investors' questions. At the same time, the Shenzhen Stock Exchange also issued a supervision letter to the company.
In the evening, Wanfeng Aowei also issued a notice to clarify the previous statement, saying that the rumors that "jointly set up eVTOL company with Tesla and have formed a project team" are not true.
Zhejiang Securities Regulatory Bureau and Shenzhen Stock Exchange sent letters one after another.
In response to investors' questions on the interactive platform of the Shenzhen Stock Exchange on the evening of April 18, Wanfeng Owei said that "it has jointly formed a project team with partners to discuss business plans and investment plans with domestic and foreign technology, operation and management teams."
In the view of the market, the above response of Wanfeng Orwell appears ambiguous, although it is not denied, it is not directly confirmed. Subsequently, Wanfeng Owei's stock bar immediately "frying pan". In intraday trading on April 19, Wanfeng Owei shares rose again, rising by the limit before the close of trading in the afternoon, and its market capitalization had reached 34.1 billion yuan (as of April 19 closing).
Late on the night of April 19, Wanfeng Aowei went to Zhejiang Securities Regulatory Bureau to issue a "decision on taking warning letter measures to Zhejiang Wanfeng Aowei Steam Turbine Co., Ltd., Li Ya". In the warning letter, Zhejiang Securities Regulatory Bureau determined that Wanfeng Aowei had misleading statements in response to investors' questions.
The warning letter shows that Wanfeng Aowei violated Article 3 of the measures for the Administration of Information Disclosure of listed companies (CSRC order No. 182). At the same time, its board secretary Li Ya violates the provisions of Article 4 and Article 51 of the measures for the Administration of Information Disclosure of listed companies (CSRC order No. 182) and bears the main responsibility for the above-mentioned acts.
Zhejiang Securities Regulatory Bureau decided to take warning supervision and management measures against Wanfeng Aowei and Li Ya respectively, which should be recorded in the integrity files of the securities and futures market.
At the same time, the Shenzhen Stock Exchange also issued supervision letters to Wanfeng Aowei and Dong Secretary Li Ya. Shenzhen Stock Exchange regulatory letter shows that Wanfeng Aowei's reply on the interactive platform is inaccurate and there are misleading statements. The Shenzhen Stock Exchange urges Wanfeng Owei to fulfill its information disclosure obligations in a true, accurate, complete, timely and fair manner, so as to put an end to such incidents.
On that night, Wanfeng Owei also disclosed a clarification announcement. The announcement mentioned that the market rumors that "the company and Tesla jointly set up eVTOL and have set up a project team" are not true.
The company still said that its partner in the eVTOL joint venture was the head office set up in China by a world-renowned automobile mainframe factory, whose name could not be disclosed because of commercial secrecy. The company said that it will fulfill its information disclosure obligations in a timely manner according to the important progress of the cooperation.
Second, the plan of high-level sale of shareholders' holdings
Data show that Wanfeng Aowei used to be mainly engaged in the lightweight business of automotive metal parts and professional general aircraft manufacturing business. the company's main products are automotive wheel manufacturing, motorcycle wheel manufacturing, magnesium alloy die-casting products, coating processing, metal castings.
But the company put it on the "tuyere" in an announcement on the evening of February 5. At that time, Wanfeng Aowei announced that its subsidiary Wanfeng aircraft Industry Co., Ltd. and strategic partners planned to set up a joint venture company, which would carry out in-depth cooperation in the field of eVTOL.
The company subsequently mentioned many times that there is a clear commercial layout in the field of eVTOL, and will give full play to the advantages of eVTOL in technology, aviation engineering, airworthiness certification, safety and other aspects to accelerate the implementation process of domestic and foreign markets.
At the same time, according to the company, revenue from the innovative manufacturing business of low-altitude navigable aircraft achieved 18% from January to September 2023.Castlecrashersthebeard4.8 billion yuan, an increase of 26% over the same period last yearCastlecrashersthebeard.51%.
After the share price was detonated by the "low-altitude economy", Wanfeng Aowei also staged a drama of a high-level sale of its holdings by two shareholders.
On the last day of March, Wanfeng Owei suddenly announced that the company's two shareholders Centennial Life plans to reduce its holdings of no more than 9 million shares by centralized bidding within a month after 15 trading days from the date of disclosure of the announcement. that is, no more than 0.42 per cent of Wanfeng's total share capital.
In view of the reasons for the reduction, the announcement said it was "based on the asset allocation needs of Centennial Life and related investment decisions".
It is understood that Centennial Life first raised its shares in Wanfeng Owei in the second half of 2015. It has held shares for eight years and currently holds more than 188 million shares. According to the stock price on the day of the announcement at that time, the corresponding market capitalization exceeded 3.1 billion yuan. Centennial Life has yet to provide clear information on shareholding arrangements other than the reduction of 9 million shares.