#微策略持续增持BTC 4 million shareholders win, Goertek shares, completely exploded!
At the end of the year and the beginning of the year, nearly 340,000 shareholders of Goertek (002241.SZ) welcomed a surprise.
Since September 2024, Goertek shares have accumulated a nearly 50% increase, and the market value has reached nearly 100 billion yuan. If calculated from the beginning of 2024, the company's stock price has doubled at one time.
Why did it suddenly rise?
Oversold + performance repair.
Goertek shares have indeed fallen too much.
At the end of 2021, Goertek's market value was once close to 200 billion yuan, and then continued to fall, with the maximum retracement exceeding 70%.
Even after this round of rise, Goertek shares are still halved from the peak of market value.
Let's look at the company's performance repair.
In 2022 and 2023, affected by Apple's "order cuts" and the cold winter of consumer electronics, Goertek's net profit fell by 59.08% and 37.8% year-on-year respectively.
On the evening of January 24, 2025, the company announced that it expects net profit in 2024 to increase by 135% to 155% year-on-year.
The quality of earnings has also improved:
In the first three quarters of 2024, Goertek's gross profit margin and net profit margin increased significantly compared with the same period last year, increasing by 3.04 percentage points and 2.11 percentage points respectively.
In addition, the company's operating cash flow in the first three quarters of 2024 reached 2.66 billion yuan, and the net cash ratio was greater than 1, reaching 1.13, indicating that the company's current cash collection is very good, and all the money earned is real money.