China Fund News reporter Nanshen
In the early trading of January 19, a news of drug collection suddenly hit Changchun High-tech, and the stock price of "Northeast Yaomao" plunged straight to the stop, and the market value fell below 100 billion. In terms of after-hours transaction returns, the strength of capital trading is equal, with a net purchase of 180 million yuan for a Shenzhen Stock Connect seat, while an institution has sold more than 88 million yuan.
After hours, in response to the company's main product growth hormone was included in the Guangdong Province drug collection, Changchun High-tech responded on the interactive platform that it is currently actively studying policy provisions and will reasonably formulate a plan, and there is no expectation of specific impact. Judging from the price disclosed in this collection document, the price of some dosage forms of Changchun High-tech has dropped by 70%, far exceeding market expectations.
China Fund News reporter noted that in May last year, the market reported the news of growth hormone collection, and the stock price of Changchun High-tech turned down from the historical high of more than 500 yuan to the current decline of up to 59%. Jin Lei, the company's major shareholder holding more than 5% of the shares, and Zhang Deshen, an executive, reduced their holdings near the high of 450 yuan before the stock price U-turn, and in hindsight sold for a good price.
Growth hormone subsidiary net profit contribution of more than 95%
On January 19, Changchun High-tech, known as "Northeast Medicine Mao", became one of the most eye-catching companies in the two cities, and its stock price plunged to a stop in the morning, falling less than 1% at about 10:37, and in less than half an hour, it was sealed to a stop, and the market value was only 92.1 billion yuan, falling below the 100 billion mark.
At the same time, the turnover of Changchun Gaoxin in less than half a trading day has been magnified to more than 3 times the usual level, reaching 2.869 billion yuan. After-hours Dragon and Tiger list data show that the game of capital buying and selling is fierce, and the total amount of the top five selling and buying the top five is more than 400 million yuan. One of the institutional seats sold a net of 88.6902 million yuan, while a Shenzhen Stock Connect net bought 180 million yuan, and the total net sale of sales department seats was 104 million yuan.
The sudden sharp decline in Changchun High-tech is closely related to an intraday news.
On January 19, the official website of the Guangdong Provincial Drug Trading Center released the "Guangdong Alliance Diclofenac and Other Drugs Centralized Procurement Documents", inviting enterprises that meet the requirements to declare. A variety of recombinant human growth hormone is included in the collection catalog, and changchun kinsey pharmaceutical co., Ltd., a subsidiary of Changchun High-tech Holdings, is also listed in the recombinant human growth hormone injection (Sinopharm Zhuanzi S20050025).
For the impact of the incident, Changchun High-tech responded on the interactive platform after hours.
Some investors said: "Hello secretary of the board, according to the "Guangdong Alliance diclofenac and other drugs centralized with quantity procurement documents (procurement document number: GDYJYPDL202201)", recombinant human growth hormone injection injection 30IU / 10mg / 3ml The maximum declared price is 295.08 yuan / piece, and the annual purchase volume is 88646 bottles / year. The price reduction of 30IU water agent is about 70%. Is kinsey Pharmaceutical, a subsidiary of your company, considering abandoning the water agent part of Guangdong Liancai? ”
The company replied that it is currently actively studying the policy provisions and will formulate a reasonable plan. At the same time, the company said that there is no expectation of a specific impact at present.
Fund Jun reviewed the company's 2021 third quarter report, and Kinsey Pharmaceutical, a subsidiary mainly engaged in growth hormone in the first three quarters of last year, achieved revenue of 6.161 billion yuan, accounting for 75% of Changchun High-tech's total revenue of 8.239 billion yuan. From the perspective of profit contribution, kinsey Pharmaceutical's net profit was 3.042 billion yuan, accounting for more than 95% of the net profit attributable to Changchun High-tech 3.147 billion yuan.
Eight months down 59%
Major shareholders and executives reduced their holdings at a high level
As of the third quarter of last year, Changchun High-tech has a total of more than 150,000 shareholders. Roughly calculated, the market value of the company on the 19th evaporated by more than 10 billion yuan, and the average loss of households was about 70,000 yuan.
Since the all-time high in May last year, Changchun's high-tech has fallen by 59%, and its market value has fallen from more than 200 billion yuan to the latest more than 90 billion yuan. In May last year, the market has already reported the news of growth hormone collection, Changchun high-tech stock price from the historical high of more than 550 yuan fell sharply, the news came out of May 24, the day of the fall is even more stop.
Under such a big fall, many netizens are concerned about the big mother who used 50,000 single hanging Changchun high-tech stocks before and earned 5 million in 13 years. Some netizens joked that "the old lady earned more than 5 million yuan, and now loses half of it", and some said that "since the big mother news, Changchun has begun the shipment journey".
In fact, not only retail investors, but also many well-known public fund managers have also copied the bottom early.
In the third quarter of 2021, CEIBS Medical Health, managed by the "goddess of medicine", reduced its holdings in Changchun Gaoxin by 1.1116 million shares, but from the perspective of the top ten circulating shareholders newly disclosed by Changchun Gaoxin, as of November 23, CEIBS Medical Health held a total of 5.5172 million shares of the company, an increase of 418,000 shares from the end of the third quarter. In addition, as of November 23, the E Fangda Yufeng return bonds managed by Zhang Qinghua, vice president of E Fangda, also added 1.1897 million shares of Changchun Gaoxin.
The reporter of China Fund News noted that a major shareholder and an executive of Changchun Gaoxin holding more than 5% of the shares can be said to have escaped the top accurately.
On May 22 last year, just five days after the Changchun High-tech stock price hit a record high, the company announced that it received a notice from Jin Lei, a shareholder holding more than 5% of the shares, to reduce its shareholding in the company, and Jin Lei reduced its holdings in the company's shares by a total of 8.0932 million shares, accounting for 1.9997% of the company's total share capital, in a block transaction from December 22, 2020 to May 20, 2021, during which the average price of Changchun High-tech was about 450 yuan, which was estimated to be about 3.7 billion yuan cashed out by Jinlei.
In addition, on February 3 last year, the company received a notice from Mr. Zhang Deshen, a senior executive, that he had reduced some of the shares of the company held by the stock exchange through centralized auction transactions on the stock exchange, with a price range of 476 to 485 yuan.
EDIT: Captain
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