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 stocks will be released from restrictions.

Xilimen’s 100 million cash was unlawfully transferred.

On the evening of March 27, Xilimen (603008) announced that it recently discovered that the bank account funds of its subsidiary, Xitu Technology Co., Ltd., were unlawfully transferred, with a total of 100 million yuan transferred. The announcement disclosed that, after the company’s investigation, it found that related personnel were suspected of illegally misappropriating company funds by taking advantage of their positions.

The company has applied to the public security authorities for a case investigation on March 26, 2026, and has taken protective measures to freeze the relevant bank accounts, with a protective judicial freeze amounting to approximately 900 million yuan, and the unlawfully transferred funds of 100 million yuan, totaling over 1 billion yuan, accounting for 26.54% of the company’s most recent audited net assets, and 42.69% of the company’s most recent audited monetary funds.

Xilimen stated that the company has established communication channels with the relevant parties and is actively negotiating the return of the transferred funds. The company will also actively cooperate with the public security authorities in the case investigation to quickly recover the transferred funds, eliminate the safety risks of the company’s account funds, and ensure the safety of the company’s assets. As of now, the recovery of the unlawfully transferred funds still carries a degree of uncertainty. If the funds cannot be recovered, it may adversely affect the company’s net profit.

On the evening of the announcement, the Shanghai Stock Exchange quickly issued a regulatory work letter regarding the fund transfers and freezes related to Xilimen, involving the listed company, directors, senior management, controlling shareholders, and actual controllers.

Next week, the market value of released stocks exceeds 37 billion yuan.

According to statistics from Securities Times·Data Treasure, next week (March 30 - April 5), 29 stocks will be released from restrictions, with a total release quantity of 1.334 billion shares. Based on the latest closing price, the total market value of the released stocks is 37.288 billion yuan.

Next week, the restricted stocks are relatively concentrated, with 8 stocks having a release market value of over 1 billion yuan, totaling more than 34.37 billion yuan, accounting for 92.17% of the total market value of all releases next week. Among them, Hongrida is the only stock with a release market value exceeding 10 billion yuan, and Kaifa Technology has a release market value of over 8 billion yuan. Wanrun New Energy, Shouhang New Energy, Yihua New Materials, and Zhejiang Huayuan all have release market values exceeding 2 billion yuan.

Next week, Hongrida will have 128 million restricted shares released, accounting for nearly 62% of the company’s total share capital, being the release of restricted shares of 4 original shareholders. Hongrida has long been deeply involved in 3C consumer electronic connectors and precision components and has become a major supplier to many leading domestic wearable brand manufacturers. Its semiconductor cooling business has gained market attention, and in 2025, the company’s semiconductor metal heatsink business is gradually achieving mass shipments.

Since 2024, Hongrida’s stock price has continued to rise, with a cumulative increase of over 4 times. However, from a performance perspective, the company reported a loss of 7.57 million yuan in 2024 and is expected to have a pre-loss of 40 million to 70 million yuan in 2025, mainly due to significant year-on-year price increases in the procurement of key raw materials such as gold salts.

Beijing Stock Exchange company Kaifa Technology has a release market value of nearly 8.2 billion yuan next week, with over 100 million shares released, accounting for 72.29% of the total share capital, and the release type is the original public offering restricted shares.

Kaifa Technology is currently the seventh highest-priced stock on the Beijing Stock Exchange. The company is a provider of intelligent metering system solutions and has focused on core metering software and hardware, exporting over 9 million sets of smart metering equipment to more than 40 countries. The company has released a performance forecast for 2025, achieving revenue of 3.02 billion yuan, a year-on-year increase of 2.99%; the net profit attributable to the parent company is 707 million yuan, a year-on-year increase of 19.99%.

Wanrun New Energy has a release market value of nearly 4.9 billion yuan next week. Recently, the company’s stock price has continued to strengthen against the backdrop of the market decline, rising over 33% since March. The company’s main business is lithium iron phosphate cathodes, currently ranking among the top three in global shipments. The company is expected to report a loss of 446 million yuan in 2025, a year-on-year reduction in loss.

In terms of the proportion of the number of shares released to the total share capital, 7 stocks have a release quantity accounting for over 10% of the total share capital, including Kaifa Technology, Yihua New Materials, Hongrida, Nearshore Protein, Wanrun New Energy, Zhejiang Huayuan, and Shouhang New Energy.

Yihua New Materials has a release quantity accounting for nearly 64% of the total share capital, with over 100 million shares released; the company’s main business is PCB copper foil, and it is expected to incur a loss of 51 million to 61 million yuan in 2025, compared to a loss of 38.8612 million yuan in the same period last year.

From the market perspective, among the stocks being released next week, Xingyun Technology and Shouhang New Energy have both seen an increase of over 80% this year, while Wanrun New Energy has increased by over 50%, and Huayi Group (600623), Hongrida, and Xince Standards have all increased by over 20%.

Xingyun Technology will have nearly 23 million shares released next week, with a release market value of 2.32 billion yuan. The company expects a loss of approximately 70 million to 90 million yuan in 2025.

Shouhang New Energy will have a release market value of over 2.9 billion yuan next week. Affected by the news of “Tesla making large-scale purchases of solar (000591) equipment,” the photovoltaic equipment sector has seen a strong rise since March, with Shouhang New Energy’s stock price once doubling, although it has seen some decline this week.

(Author: Wang Zhiqiang HF013)

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