China Fund News Jiang Right
The big bull stock of the Beijing Stock Exchange, the new crown drug concept stock Senxuan Pharmaceutical has just released a performance express, and the profit has declined. Just a few days ago, Senxuan Pharmaceutical's major shareholder holding more than 5% of the shares just announced that it would reduce its holdings.
In the stock bar, netizens are worried about the news of the decline in performance, worried that the stock price will be affected; however, some netizens have seen the domestic market development and price increase in the announcement, which is considered to be positive.
10 times the performance of large bull stocks declined
The concept stock of new coronavirus drugs, The big bull stock of the Beijing Stock Exchange, Senxuan Pharmaceutical, just released a performance decline announcement on the evening of February 23.
According to the performance report of Senxuan Pharmaceutical, the company achieved operating income of 564 million yuan in 2021, an increase of 2.25% year-on-year; the net profit attributable to the mother was 131 million yuan, down 9.59% year-on-year; the profit after deducting non-profit was 124 million yuan, down 6.72% year-on-year; and the basic earnings per share is expected to be 0.3068 yuan / share, down 16.99% year-on-year.
Senxuan Pharmaceutical said that the reason for the increase in revenue last year is that on the one hand, the company's export revenue fell more often due to the impact of the new crown epidemic, but at the same time, affected by the double control and double reduction policy, the company's domestic income increase covered the decline in export revenue by strengthening the development of domestic customers and product price increases; on the other hand, affected by the above two factors, the price of chemical raw materials and energy rose sharply, and the international logistics costs rose sharply, resulting in a decline in the company's overall gross profit.
Senxuan Pharmaceutical is a manufacturer of chemical APIs and pharmaceutical intermediates, Senxuan Pharmaceutical is responsible for the production and sales of ritonavir series of pharmaceutical intermediates, but has not yet carried out the production and sales of ritonavir APIs. It is considered to be a new crown special drug concept stock.
Paxlovid, known as the covid-19 drug, is a combination of PF-07321332 and ritonavir. Minsheng Securities believes that Paxlovid's domestic approval to further expand the target group, the breakthrough of domestic new crown drugs is imminent, is expected to drive the API (active drug ingredients) industry chain to further benefit.
Senxuan Pharmaceutical is a big bull stock on the Beijing Stock Exchange, from the bottom of 4.07 yuan in early 2021 to the high of 38.78 yuan this year, which is 9.5 times the bottom at that time, almost 10 times the big bull stock, and the market is speculating on the new crown concept drug.
The performance was lower than the expectations of brokers, and netizens were worried about the decline in stock prices
The performance declined, and from the previous brokerage research report expected net profit of 150 million yuan in 2021, it was lower than the expectations of securities companies. According to the research report of Kaiyuan Securities in September 2021, Senxuan Pharmaceutical is expected to have a net profit of 150 million yuan in 2021.
Kaiyuan Securities said that Senxuan Pharmaceutical is a leading enterprise of domestic characteristic APIs, and mergers and acquisitions and restructuring help accelerate growth: Senxuan Pharmaceutical is a leading enterprise of domestic characteristic APIs, and has completed the integration of upstream and downstream of the industrial chain and the expansion of subdivisions through mergers and acquisitions, and has formed a coordinated layout of intermediates and APIs. Driven by volume procurement, aging and expiration of patented drugs, the prospects of the characteristic API industry are promising, and the company will benefit from industrial policy support and industry development dividends. At the same time, driven by the rapid growth of downstream lithium battery demand, the company's oxygenated heterocyclic business will usher in accelerated development. It is estimated that the company's net profit attributable to the parent company in 2021-2023 will be 1.50/1.76/213 million yuan, respectively.
In the stock bar of Senxuan Pharmaceutical, netizens are also worried that the decline in performance may be bearish stock prices, some netizens regret the tail plate to increase the position, and some say that they can run, but some netizens said that they can see the company's domestic market development and product price increases, which is a positive.
More than 5% of shareholders have just announced their reduction
On February 10, Tong Zhenming, a shareholder of Senxuan Pharmaceutical holding more than 5% of the shares, announced the reduction of holdings, and the shareholder's shares had just been lifted at the end of January this year. Tong Zhenming holds 36.7418 million shares, accounting for 8.6% of the share capital, and intends to reduce his holdings by no more than 4.2692 million shares. The reason for the reduction is personal capital needs.
Edit: Joey
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