Cover news reporter Zhu Ning
On January 19, ST 000516.SZ released its latest investor relations activity record sheet. According to the record table, on the morning of January 18, under the organization of Tianfeng Securities, Ding Zhen, vice president and secretary of the board of directors of International Medicine, and Wang Yaxing, financial director, received more than 140 institutions for investigation in the form of a conference call.
At the meeting, International Medicine answered questions about recent medical incidents, the operation and rectification work of its three hospitals, and the impact of the suspension on the company's performance. Glen of CEIBS Fund, Zhang Kun and Zhang Qinghua of E Fund, Wu Xingwu of GF Fund and other star fund managers also appeared in this survey.
On January 20, after 4 drop stop boards, ST National Medical closed the board with a limit increase of 5.02%, closing at 7.53 yuan per share.
Institutions gather to investigate
On January 19, ST National Medical released the investor relations activity record table showing that on January 18, a total of 141 institutions such as public offerings, private placements, securities companies, insurance, bank wealth management, and foreign capital surveyed companies by teleconference.
The list includes more than 50 public funds such as E Fund, GF Fund, CEIBS Fund, Tianhong Fund, Huaxia Fund, etc., as well as a large number of well-known institutions such as Gao Yi Assets, Chongyang Investment, BlackRock, Oriental Red Asset Management, PICC Assets, Huatai Insurance, and Ping An Pension.
What is striking is that many celebrities from the investment community appear in the company's research list, including many top-notch star fund managers such as Zhang Kun, Ge Lan, Wu Xingwu and Wang Rui in the public offering, as well as Hu Jianping, Zhang Jian, Hu Min and other big coffee in private equity.
According to the data, as of the end of the third quarter of last year, there were 5 public funds among the top six circulating shareholders of International Medicine, in addition to GF Jufeng Hybrid reduced its holdings by 3 million shares, GF Growth Select increased its holdings by 1.5 million shares in the third quarter. ICBC Credit Suisse Frontier Medical, Huabao CSI Medical ETF and BOC China Select Hybrid are among the top ten new circulating shareholders.
From the perspective of shareholding ratio, although the number of ST National Medicines held by BOC China Selection is only the tenth circulating shareholder, due to the size of the fund is only 1.316 billion yuan, as of the end of the third quarter, ST National Medicine has ranked first in the fund.
The suspension of business and rectification has a limited impact on performance
Because of the "pregnant woman miscarriage" incident and other reasons, the high-tech hospitals and central hospitals under the Chinese Medical University were suspended for 3 months, and the international medical stocks also implemented other risk warnings and suspended trading.
Previously, on January 13, International Medicine received the "Notice of the Xi'an Municipal Health Commission on the Handling of Xi'an High-tech Hospital and Xi'an International Medical Center Hospital", saying that after the study of the Xi'an Municipal Health Commission, the two hospitals were suspended for rectification for 3 months, and reopened after the expiration of the rectification and reform.
The impact of this suspension on the performance of international medicine is one of the concerns of many institutions, and international medicine replied that the suspension of two hospitals will affect the company's performance, but according to the historical data of previous years, the revenue in the first quarter accounted for the smallest proportion of the annual revenue, and the impact on revenue and profit was limited.
At the same time, International Medicine said that during the closure of the two hospitals, the fixed costs will not change due to the closure. The salaries, depreciation and financial expenses of the existing personnel of the two hospitals total about 120 million yuan per month, and the depreciation accounts for a relatively large proportion.
At present, the company's cash flow situation is good, its own funds are sufficient, and the cooperative financial institutions have said that the suspension will not affect the existing credit line, rating and business negotiations, and will not carry out loans, etc., and will actively coordinate and support the needs of funds. In addition, the stock pledge rate of the company's major shareholders and their co-actors is 40.28%, and the financing scale is small, and there is no stock pledge risk.
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