The share price fell through! Is Muse going to pay for the "IQ tax"?

stay A The stock market , At the beginning of IPO, a rising cycle is usually formed due to the enthusiasm of investors , Short two or three days , It can last for more than ten days . However, there are always enterprises as an example , For example, Muse shares .

According to muse shares （001323.SZ） Show ,6 month 23 After the first opening of the day , The share price soared that day , The next day of trading , The stock price has risen from its opening peak 61.67 Yuan plunged sharply to the closing price 51.03 element . And since then 15 In one trading day , There is no big fluctuation in the stock price , And the overall trend is steadily declining , By 7 month 14 On the afternoon of Sunday 2 when , The share price has fallen to 43.14 element , The main funds fled obviously .

such “ Flash collapse ” Obviously unusual . Insight into the market environment , Although the market has been volatile recently , However, Muse's sub IPO sector has always been rising well , The fluctuation of furniture industry is also relatively stable . So Muse encounters “ Waterloo ”, The technical problem is second , More importantly, we need to find reasons from the fundamentals of the enterprise .

Repeatedly caught in the storm of public opinion , Difficult to digest “ Crisis of trust ”

As early as last year IPO when , Muse just because “ Fake foreign brand ” The incident was questioned by the CSRC , It caused quite a social sensation . The foreign old man in the advertisement is not the spokesperson , Only the right to use its portrait ; Mousse itself is not the French royal brand in the propaganda , But a genuine Chinese enterprise registered in Dongguan …… With the truth exposed , Muse's brand image and corporate trust in the market have plummeted .

It's just that no wind, no waves . As early as last year 8 month , Muse Hubei dealers reported Musk's withholding of taxes in their real names , This matter is coming out. , Muse dealers in many regions also have the same problems one after another . so far , Muse except oral excuses , No reasonable explanation has been given to the relevant dealers .

Also before , Mousse claims to introduce Japanese imports “ Space resin ball ” New material mattress , But its prospectus shows ,“ Space resin ball ” Purchased in Dongguan , Non imported goods . This question about the outside world , Muse has not given any response so far .

In the investment market , Once trust collapses, it will be difficult to establish it . Although mousse completed its listing plan amid the resistance of public opinion , But the results of market feedback have fully demonstrated the attitude of investors ： Will not invest money in untrustworthy enterprises .

Weak technology 、 High gross profit , The hard power of the enterprise needs to be improved

Market investment has always followed the long-term principle . The current positive is only superficial , Investors are more concerned about the long-term development potential of listed enterprises , This also requires enterprises to have enough hard power to support , And at this point , Mousse still has a lot to do .

Judging from the prospectus of Muse shares , Muse is a company that focuses on marketing , Light R & D enterprises .2019-2021 Total R & D investment in three years 3.19 Billion , Less than one twelfth of the selling expenses . In terms of patents ,940 Of the patents 70％ The above are appearance patents , There are only... Invention patents 7 individual , For a first-line home furnishing brand , Such achievements are hard to convince the public .

Besides , The short-term high profit pursued by Muse is not a long-term plan . The average cost is insufficient 900 My mattress , The average selling price of the store is as high as tens of thousands , At a time when the inside story of the industry tends to be transparent , There are not a few people who criticize mousse on the Internet . Some netizens think , Muse “ Low cost 、 High gross profit ” Our business strategy is actually the act of cutting leeks ; Another netizen said , While playing “ Foreign brands ” The edge of the ball , While putting water into research and development , Buy Muse can be called hand in “ stupid tax ”.

The more developed the information is , The truth becomes clearer . future , Can Muse's scientific research strength catch up with the pace of the industry , Super high gross profit management means , Will consumers still be willing to pay ？ I believe that time will eventually give the answer .

It can only be said , A man does not stand without faith , Enterprises in particular . Listed enterprises need to be based on honest management , Strive to improve their own strength , Be responsible to investors and consumers , The market will give it its due return . conversely , Everything is in line with profits , Break one's promise , In the end, you will suffer from the bitter fruit , Hurt yourself .