看走眼了？高盛一季度刚押注，派瑞股份就因“业绩化妆”将被ST

21世纪经济报道06-07

6月7日，派瑞股份（维权）（300831.SZ）公告称，此前公司已于2025年12月26日收到证监会下发的《立案告知书》，因公司涉嫌信披违法违规，证监会决定对公司立案。6月5日，公司再收到陕西证监局下发的《行政处罚事先告知书》。根据《行政处罚事先告知书》，经查明，派瑞股份涉嫌违法的事实包括：为平滑公司业绩，派瑞股份通过篡改商品验收单据的方式延迟确认销售收入，导致公司2024年年度报告虚减营业收入...

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Goldman Sachs just bet in the first quarter that Perry shares will be ST because of \"performance makeup\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300831":1.5,"GSX":0.6},"content_text":"6月7日，派瑞股份（维权）（300831.SZ）公告称，此前公司已于2025年12月26日收到证监会下发的《立案告知书》，因公司涉嫌信披违法违规，证监会决定对公司立案。6月5日，公司再收到陕西证监局下发的《行政处罚事先告知书》。根据《行政处罚事先告知书》，经查明，派瑞股份涉嫌违法的事实包括：为平滑公司业绩，派瑞股份通过篡改商品验收单据的方式延迟确认销售收入，导致公司2024年年度报告虚减营业收入2271.50万元、虚减利润总额1711.73万元，分别占当期报告披露金额的11.84%和26.18%；2025年半年度报告虚增营业收入2271.50万元、虚增利润总额1711.73万元，分别占当期报告披露金额的26.87%和50.02%。　　2025年12月26日，派瑞股份披露《关于前期会计差错更正及追溯调整的公告》，对受影响的相关定期报告中有关财务数据进行了更正调整。　　陕西证监局认为，派瑞股份2024年年度报告和2025年半年度报告存在虚假记载，涉嫌违反相关法律规定。拟决定对派瑞股份给予警告，并处以400万元罚款；对时任董事长刘强给予警告，并处以220万元罚款；对时任董事、总经理白杰，时任财务总监郭伟给予警告，并分别处以200万元罚款。　　派瑞股份表示，根据《行政处罚事先告知书》认定的情况，公司判断其中涉及的违法违规行为未触及《深圳证券交易所创业板股票上市规则》第十章第五节规定的重大违法强制退市的情形。派瑞股份股票将自6月8日（星期一）开市起停牌一天，将于6月9日（星期二）开市起复牌并被实施“其他风险警示”处理，股票简称由“派瑞股份”变更为“ST派瑞”。　　公开资料显示，派瑞股份主营业务是大功率半导体器件、电力电子装置及功率半导体器件检测装备的研发、制造、试验验证、市场推广与全周期技术服务。　　一季报显示，派瑞股份2026年一季度营收0.48亿元，同比增长339.06%；归母净利润为0.16亿元，同比增长2218.85%。公司称营收增长主要系一季度已交付产品完成验收所致。　　值得注意的是，一季度末国际投行高盛、摩根大通、巴克莱、美林均新进成为派瑞股份前十大流通股股东，其中高盛一季度末持仓为235.76万股，参考市值0.37亿元；摩根大通一季度末持仓182.06万股，参考市值0.29亿元。　　一季报公布后，派瑞股份股价在下个交易日（4月27日）涨超12%，此后公司股价节节攀升，并于5月28日触及近5年高点26.81元/股，随后回落。截至6月5日收盘，报20.92元/股，涨2.2%。若四大国际投行持仓未变，则至6月5日账面浮盈约32%。（文章来源：21世纪经济报道）\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2641176461","isCrawlerRequest":true}