The data shows that on August 3 1 day, the photovoltaic inverter index was significantly adjusted back. Among them, Goodway fell by 20%, Sunshine Power fell by 12%, and Jinlang Technology fell by 10.6%, ranking among the top three declines.
On the afternoon of August 3 1, the reporter of National Business Daily telephoned Jinlang Technology, Sunshine Power, Goodway and Guruiwatt respectively.
Among them, Jinlang Technology has not been questioned. On the phone, the company staff said: "The company data must be true. The rumors of fraud in the inverter industry have never been heard, and other companies are not good at commenting. " The staff of the Secretary-General's Office of Sunshine Power said that one of the so-called "data crossover" situations is that the company has overseas production capacity.
Sunshine power supply: one of the data crossover situations stems from the company's overseas production capacity.
On the morning of August 3 1, Sunshine Power responded to the dispute over the sales data of photovoltaic inverter industry, saying that the company data could not be faked, and the customs data crossed with the company data, but they were not completely equal.
The market doesn't seem to buy this explanation. On August 3rd1day, the company's closing price was11.4 yuan, down 12.48%. As of August 3 1, Sunshine Power PE(TTM) was 95.8, and the company achieved a net profit of 900 million yuan in the first half of the year. Compared with the market value of nearly17 billion, some investors question that the company is currently overvalued.
After the close of the day, when the reporter called the Secretary-General's Office of Sunshine Power to inquire about the meaning of "data cross-border", the relevant staff said that one case of "data cross-border" was that "the company has overseas production capacity and overseas factories".
Jinlang Technology: Company data must be true.
On August 3 1, the photovoltaic inverter sector fell as a whole. Although Jinlang Technology was not involved in the fraud storm, its share price fell by 10.6% that day, ranking third in the photovoltaic inverter index list.
According to the statistics of third-party consulting companies such as Woodmac and IHS, among the top ten inverter brands in the world, China brand occupies six seats, namely Sunshine Power, Goodway, Jinlang Technology, Shangneng Electric, Huawei and Guruiwatt. Among them, Huawei, Sunshine Power, Jinlang Technology and Guruiwatt, four domestic inverter enterprises, successfully occupied the top four positions of global inverter shipments in 20021year.
On the afternoon of August 3 1, the reporter called the Secretary-General's Office of Jin Lang Science and Technology as an investor, and the staff looked shocked: "How can a listed company make fraud?" The other party further stressed: "The company data must be true, and I have never heard of rumors of industry fraud, so it is not good to comment on other companies."
When talking about the company's shipments in the first half of the year, the other party said that the main export destination in the first half of the year was Europe, and the orders in 2022 have overflowed, and the company is actively expanding production.
Goodway: The agency sold 285 million yuan, the biggest drop in a single day.
Goodway is one of the enterprises that have been questioned for fraud this time. In a recent article, Data Falsification in Inverter Industry? In the article "The Mystery of Overseas Sales of Guruiwatt, Goodway and maiden voyage Xinneng" on the official account of WeChat, Goodway was questioned about the authenticity of overseas business sales data.
It is mentioned that the company sold 2053 orders in 38 listed countries and regions in 20021year, with a total trade volume of 34.9048 million US dollars. Based on this calculation, Goodyear's total sales in the above 38 countries are about 225 million yuan. "
According to the article, according to the statistics of customs inventory data of 38 countries, it accounts for 13.24% of the total annual revenue of Gude Weihai. The company previously disclosed that the total overseas sales in 20021year was1700 million yuan. In other words, there is a big difference between the customs order data of 38 countries and the overseas sales disclosed by the company.
Goodway previously announced that the company has accumulated many high-quality customers in Germany, Britain, Australia, the Netherlands, South Korea, Japan, the United States and other countries or regions, forming a long-term and stable cooperative relationship. In response to an investor's question, Goodway said: "In 20021year, the company's income in Europe accounted for about 30% of the annual operating income." Germany, Australia, the Netherlands, South Korea and Japan are not among the 38 countries counted in the above article.
On August 3 1 day, Goodway's share price plummeted by 20%, the biggest one-day drop since its listing. At the close, Goodway's share price was 3 12 yuan, with a total market value of 38.4 billion yuan. According to the data of the Dragon and Tiger List, among the top five people who sold Goodway the most on August 3 1 day, four seats were reserved for institutions. According to statistics, the net sales of institutional seats was 285 million yuan.
In order to verify with the company, the reporter called the Secretary-General's Office of Gu Dewei, but the phone was not connected. Subsequently, the reporter sent an interview letter, and as of press time, no response has been received.
On the evening of August 3 1, Goodway issued a clarification announcement. The company said: On August 29th, 2022, relevant media published relevant articles online. The company immediately paid attention to the above report and immediately made a careful verification. After verification, the above media reports are untrue.
In addition, the reporter also called the financial department of Guruiva, and the staff said, "I won't answer questions here." The reporter asked the chief financial officer and other relevant responsible persons whether they could respond to the interview, and the other party also refused.
Reporter's Note: Questioning the fraud of photovoltaic enterprises, whether the data is accurate or not needs to be considered.
Although this online article questioning the fraud of photovoltaic inverter enterprises is widely circulated, the stock prices of related companies have suffered a short-term slump, and the secondary market is highly concerned about the photovoltaic inverter industry. But looking at the statistics and conclusions of this article, there are some loopholes in its analytical logic.
For example, the article claims to make a statistical summary of 38 countries that have published customs data among the overseas sales countries of Gudweihai, but it lacks the data of major European countries and Asian countries such as Japan and South Korea.
According to the research of SolarPowerEurope(SPE), Germany ranked first with the installed capacity of 5.3GW in 20021year. The second place is Spain, with an additional capacity of 3.8GW, and the third place is the Netherlands, with an installed solar energy capacity of 3.2GW. The commercial roof field has become the main driving force for the country's growth; The fourth place is Poland, with an increase of 3.1GW; France ranks fifth, with a development volume of 2.5GW, setting a record.
These five countries are not included in the statistics. Therefore, the accuracy of the conclusions drawn in the case of insufficient overall data will inevitably be questioned. In addition, this year's photovoltaic inverter ushered in a high degree of prosperity, assuming that the leading enterprises in the industry collectively make fraud, what is their motivation?
Questioning is not terrible. If the listed company can respond positively and clearly to the query, it will help to stabilize the mentality of minority shareholders, and it is also a manifestation of the company's confidence and confidence.
If you want to know more real-time financial news, please follow us.