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) will see 29 shares become tradable.

Xilimen’s 100 million in cash was illegally transferred

On the evening of March 27, Xilimen (603008) (603008) announced that the company has recently found that the funds in the bank account of its controlling subsidiary, Xitu Technology Co., Ltd., were illegally transferred. The transferred funds totaled 100 million yuan. The announcement disclosed that, after the company’s investigation, relevant personnel were found to be suspected of misappropriating company funds illegally by taking advantage of their positions.

The company has applied to the public security authorities for the filing of a case and investigation on March 26, 2026, and has placed possible relevant bank accounts under protective freezing. The amount of protective judicial freeze is about 900 million yuan, the illegally transferred funds are 100 million yuan, and the two combined exceed 1 billion yuan, accounting for 26.54% of the company’s latest audited net assets and 42.69% of the company’s latest audited monetary funds.

Xilimen said the company has established communication channels with the relevant parties, is actively negotiating the return of the transferred funds, and will actively cooperate with the public security authorities in handling the case investigation to recover the transferred funds as soon as possible, eliminate safety risks related to the company’s account funds, and ensure the safety of the company’s property. As of now, there is still some uncertainty regarding the recovery of the illegally transferred funds. If the funds cannot be recovered, it may adversely affect the company’s net profit.

That night, the Shanghai Stock Exchange quickly issued a regulatory work letter to Xilimen regarding account fund transfer and freeze-related matters. The parties involved include the listed company, directors, senior management, the controlling shareholder, and the actual controller.

Next week’s tradable shares have a value of over 37 billion yuan

According to data from Securities Times · Data Bao, next week (March 30—April 5) will see 29 shares become tradable, with a total unlocking quantity of 8B shares. Based on the latest closing price (the same applies below), the total value of tradable shares is 1.33B yuan.

The shares to be unlocked next week are relatively concentrated. Of these, 8 shares have an unlocking value of over 1 billion yuan, with a combined unlocking value of 34.37 billion yuan, accounting for 92.17% of the total unlocking value of all tradable shares next week. Among them, Hongridongda is the only stock with an unlocking value of over 10 billion yuan; Kaifa Technology’s unlocking value is over 8 billion yuan; Wánrun Xineng, Shouhang Xineng, Yíhao New Materials, Zhejiang Huaruan and others each have an unlocking value of over 2 billion yuan.

Next week, Hongridongda will unlock 128 million shares of restricted shares, accounting for nearly 62% of the company’s total share capital. These are restricted-share unlocks of the four initial public offering original shareholders. Hongridongda has long focused on 3C consumer electronics connection components and precision structural parts, and has become a key supplier to leading wearable brand manufacturers in China. Its semiconductor thermal management business has drawn market attention, and in 2025, the company’s semiconductor metal heat sink plate business is gradually achieving batch shipments.

Since 2024, Hongridongda’s stock price has continued to run strongly, with a cumulative gain of more than four times. However, in terms of performance, the company incurred a loss of 7.57 million yuan in 2024, with a projected loss of 40 million to 70 million yuan in 2025; the losses are mainly due to the procurement prices of key raw materials such as gold salt, which all show relatively large year-on-year increases.

For Kaifa Technology, a company on the Beijing Stock Exchange, next week’s unlocking value is close to 8.2 billion yuan, with more than 100 million shares to be unlocked, accounting for 72.29% of the total share capital; the unlocking type is initial public offering restricted shares.

Kaifa Technology is currently the seventh-highest-priced stock on the Beijing Stock Exchange. The company is a solution provider for intelligent metering systems, focusing deeply on core metering software and hardware, and has累计 exported more than 90 million sets of intelligent metering equipment to over 40 countries. The company has released its 2025 performance quick report, achieving revenue of 3.02 billion yuan, up 2.99%; net profit attributable to the parent company was 707 million yuan, up 19.99%.

Next week, Wánrun Xineng’s unlocking value will be close to 4.9 billion yuan. In recent times, against the backdrop of the market index declining, the company’s stock price has continued to strengthen, rising more than 33% since March. The company’s main business is lithium iron phosphate cathode materials, and its global shipment volume ranks in the top three. The company’s 2025 loss is 446 million yuan, narrowing the loss year on year.

From the perspective of the number of shares to be unlocked as a proportion of total share capital, 7 stocks will have unlocking quantities accounting for over 10% of the total share capital, including Kaifa Technology, Yíhao New Materials, Hongridongda, Nearshore Protein, Wánrun Xineng, Zhejiang Huaruan, and Shouhang Xineng.

Yíhao New Materials’ unlocking quantity accounts for nearly 64% of the total share capital, with an unlocking quantity of over 100 million shares. The company’s main business is PCB copper foil. It is expected to incur a loss of 51 million to 61 million yuan in 2025; the loss in the same period last year was 38.8612 million yuan.

From the perspective of the market trend, among the unlocking stocks next week, Yúnxing Technology and Shouhang Xineng both have gains of over 80% so far this year; Wánrun Xineng has a gain of over 50%; and stocks such as Huayi Group (600623), Hongridongda, and Xin’ce Standards have gains of over 20%.

Next week, Yúnxing Technology will have nearly 23 million shares of tradable stock unlocked, with an unlocking value of 232 million yuan. The company expects its 2025 loss to be approximately 70 million to 90 million yuan.

Next week, Shouhang Xineng’s unlocking value will be over 2.9 billion yuan. Affected by the news of “Tesla making a large procurement of solar (000591) equipment,” the photovoltaic equipment sector has risen strongly since March. Shouhang Xineng’s stock price had once doubled in March, but it has pulled back somewhat this week.

(Editor-in-charge: Wang Zhiqiang HF013)

     【Disclaimer】This article only represents the personal views of the author and is not related to Hexun. The Hexun website remains neutral regarding the statements, viewpoints, and judgment made in the text, and does not provide any express or implied guarantees regarding the accuracy, reliability, or completeness of any content included. Readers are requested to treat this as reference only and bear all responsibility themselves. Email: news_center@staff.hexun.com

举报