It is worth mentioning that at the end of February, AXA research technology disclosed that its subsidiary had small batch supply to SMIC, but did not disclose the specific amount. Under the inquiry of Shenzhen Stock Exchange, the former disclosed that the order received so far in 2019 has not exceeded 10000 yuan.
Recent stock price trend of axan Technology
After yesterdays (May 19) trading close again, AXA research technology released its fourth announcement of abnormal stock trading volatility in 10 days: it was concerned that there was public media opinion involving the concept of SMIC in the near future. Through self inspection, since 2019, the order of its subsidiary Sanmo from the subsidiary of SMIC international has not exceeded 10000 yuan, which is sporadic. Please pay attention to the investment risk.
Same below for announcement screenshot
On February 26, axis research technology disclosed to investors on the interactive platform of Shenzhen stock exchange that its subsidiary, Sanmo Institute, has customers in semiconductor industry such as Huatian technology, Changdian technology, Tongfu micro electricity, Sunmoon, etc., and has small batch supply to the subsidiaries of SMIC international. However, no specific order details were disclosed.
Interactive screenshot of Shenzhen Stock Exchange
On May 15, in response to the inquiry, axis research technology disclosed for the first time: in the field of semiconductor, the products provided by its subsidiary three grinding mainly include semiconductor packaging cutting wheel, slicing knife, silicon wafer thinning wheel, ceramic sucker, UV film, etc. For Huatian technology, Changdian technology, Tongfu microelectronics, Sunmoon, and the subsidiaries of SMIC international, the main suppliers are semiconductor packaging cutting wheel and blade products.
Since 2019, the order of smro from the subsidiary of SMIC has not exceeded 10000 yuan. The company said.
According to the data disclosed by axle research technology, in the semiconductor field, the relevant business income and the proportion in total revenue of Sanmo are between 2% and 5%, and the gross profit margin is between 59% and 65%. As of May 13, the outstanding orders in the semiconductor field of Sanmo were 4.67 million yuan.
Even so, after the inquiry letter of Shenzhen Stock Exchange was sent out, axis research technology still reaped two trading limits again.
Relevant business income of Sanmo Institute and its proportion in total business income
According to the 2019 annual report, the main business of axis research technology can be divided into bearing business, Abrasives business, trade and engineering services. Among them, the main operation body of the abrasive Abrasives sector is Sanmo Institute, which now has production lines of ceramic bond, resin bond, metal bond, etc., and its products are used in automobile, semiconductor, tooling, photoelectric and other industries.
It is worth noting that when it prompts the risk of stock price fluctuation, axan technology also admits that it has a risk of weak profitability.
In terms of government subsidies, in 2019, AXA research technology received government subsidies of 76.517 million yuan, close to three times of its net profit of that year; in the first quarter of this year, it received government subsidies of 10.04 million yuan.
According to qixinbao data, the largest shareholder of axis research technology is China Machinery Industry Group Co., Ltd., with a shareholding ratio of 50.05%. In the introduction on the official website, axis research technology said that it is the platform for Seiko business development, Seiko talent aggregation and Seiko brand bearing of Sinomach group.
Screenshot of qixinbao
(Editor: Yin Zhe) this article is the exclusive manuscript of observer. It cant be reproduced without authorization. Source: responsible editor of observer network: Yang Bin_ NF4368
(Editor: Yin Zhe)
This article is the exclusive manuscript of observer. It cant be reproduced without authorization.