603008, 100 million in cash "disappears," regulators quickly step in! Several strong stocks will face unlockings next week (with stock suggestions)

Next week (March 30—April 5), 29 shares will be released from lock-up.

Xilinmen receives 100 million in cash transferred illegally

On the evening of March 27, Xilinmen (603008)(603008) announced that recently, the company discovered that funds in the bank account of its controlling subsidiary, Xitu Technology Co., Ltd., had been transferred illegally. The transferred funds totaled 100 million yuan. The announcement states that after the company’s internal review, it found that the relevant personnel allegedly used their position to unlawfully misappropriate company funds.

The company has applied to the public security authorities for case filing and investigation on March 26, 2026, and has imposed protective freezing on the potentially involved bank accounts. The amount of protective judicial freezing is approximately 900 million yuan; the illegally transferred funds are 100 million yuan. In total, the figure exceeds 1 billion yuan, accounting for 26.54% of the company’s latest audited net assets and 42.69% of its latest audited monetary funds.

Xilinmen said the company has established communication channels with the relevant parties and is actively negotiating the return of the transferred funds. It will also actively cooperate with the public security authorities in handling the case investigation to recover the transferred funds as soon as possible, eliminate any unsafe factors in the company’s account funds, and ensure the safety of the company’s assets. As of now, the recovery of the illegally transferred funds still has a certain degree of uncertainty. If the funds cannot be recovered, it may have an adverse impact on the company’s net profit.

That evening, the Shanghai Stock Exchange promptly issued a regulatory work letter to Xilinmen regarding the account fund transfer and freezing matters. The parties involved include the listed company, directors, senior management personnel, controlling shareholders, and actual controllers.

Next week, the unlock value exceeds 37 billion yuan

According to data from Securities Times · Data Treasure, next week (March 30—April 5) will see 29 shares released from lock-up, with a total unlock amount of 1.334 billion shares. Based on the latest closing price (the same applies below), the total unlock value will be 37.288 billion yuan.

Next week’s unlock shares are concentrated. Among them, 8 shares have unlock values exceeding 1 billion yuan, with a combined unlock value of 34.37 billion yuan, accounting for 92.17% of the total unlock value of all unlock shares next week. Among them, Hongri Da is the only stock with an unlock value exceeding 10 billion yuan; KAIFAKEJI’s unlock value exceeds 8 billion yuan; Wannrun New Energy, Searun New Energy, Yihào New Materials, Zhejiang Huayuan, and others all have unlock values exceeding 2 billion yuan.

Hongri Da will have 128 million shares of restricted stock released from lock-up next week, accounting for nearly 62% of the company’s total share capital. This is the release of lock-up for restricted shares of four first-issue original shareholders. Hongri Da has long been deeply focused on 3C consumer electronics connectors and precision structural components, and has become a major supplier to leading manufacturers of domestic wearable-brand companies. Its semiconductor thermal management business has attracted market attention. In 2025, the company’s semiconductor metal heat sink plate business is gradually achieving batch shipments.

Since 2024, Hongri Da’s stock price has continued to surge, with a cumulative increase of more than 4 times. However, from the performance perspective, the company incurred a loss of 7.57 million yuan in 2024 and is expected to have a loss of between 40 million and 70 million yuan in 2025. The losses mainly stem from the fact that procurement prices of key raw materials such as gold salt have shown significant year-on-year increases.

For KAIFAKEJI, a company on the NEEQ, the unlock value next week is nearly 8.2 billion yuan, with more than 100 million shares unlocked, accounting for 72.29% of total share capital. The unlock type is restricted shares from the initial public offering.

KAIFAKEJI is currently the seventh-highest priced stock on the NEEQ. The company is a provider of intelligent metering system solutions, deeply engaged in core metering software and hardware. It has exported more than 90 million sets of intelligent metering equipment to over 40 countries. The company has released its 2025 performance pre-announcement, achieving revenue of 3.02 billion yuan, up 2.99% year over year; net profit attributable to shareholders was 707 million yuan, up 19.99% year over year.

Wannrun New Energy’s unlock value next week is nearly 4.9 billion yuan. In recent times, amid the broader market decline, the company’s stock price has continued to strengthen. Since March, it has risen against the trend by more than 33%. Its main business is lithium iron phosphate cathode materials, and its global shipment volume ranks in the top three. The company expects a loss of 446 million yuan in 2025, narrowing losses year over year.

From the perspective of unlock quantity as a proportion of total share capital, 7 companies have unlock quantities that account for more than 10% of total share capital, including KAIFAKEJI, Yihào New Materials, Hongri Da, Nearshore Protein, Wannrun New Energy, Zhejiang Huayuan, and Searun New Energy.

Yihào New Materials’ unlock quantity as a proportion of total share capital is nearly 64%, with the number of shares unlocked exceeding 100 million. The company’s main business is PCB copper foil. It is expected to incur a loss of between 51 million and 61 million yuan in 2025; the loss in the same period last year was 38.8612 million yuan.

From the market trend perspective, among next week’s unlock shares, Yunxing Technology and Searun New Energy have both seen year-to-date gains of over 80%. Wannrun New Energy has gained over 50%, and stocks such as Huayi Group (600623), Hongri Da, and Sinotest Standard have seen gains of over 20%.

Yunxing Technology has nearly 23 million shares of lock-up stock to be released next week, with an unlock value of 232 million yuan. The company expects a loss of about 70 million to 90 million yuan in 2025.

Searun New Energy’s unlock value next week exceeds 2.9 billion yuan. Driven by the news of “Tesla making a large procurement of solar (000591) equipment,” the solar equipment sector has surged strongly since March. Searun New Energy’s stock price doubled at one point in March, but has pulled back somewhat this week.

(Editor: Wang Zhiqiang HF013)

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