Behind the angry Yiling Pharmaceutical, is the company that was targeted by Wang Sicong in those years okay?

Produced by Radar Finance and | Zhang Kaijing, editor| deep sea

Wang Sicong, who has not spoken out in public for a long time, has set his sights on Yiling Pharmaceutical.

On April 14, Wang Sicong forwarded a video produced by the "Bedtime News Editorial Department" on Weibo, with the caption that "the CSRC should strictly investigate Yiling Pharmaceutical." An hour later, Wang Sicong edited the Weibo again and deleted the previous caption.

Radar Finance noted that the video was titled "WHO 'recommends' Lianhua Qingpest, who told you?" At present, it has been broadcast on Weibo nearly 9 million, which questions the recent media reports linking Ling Pharmaceutical's drug Lianhua Qingpi with the WHO meeting. At the same time as the report, the stock price of Yiling Pharmaceutical soared, and the company once issued an announcement of abnormal fluctuations in stock trading.

"Just because Wang Sicong's three words, you can't ask questions at will." In this regard, the staff of the securities department of Yiling Pharmaceutical said.

With the further fermentation of the incident, the stock price of Ling Pharmaceutical opened and dived on April 15, and the drop stop board was sealed around 2 p.m.

Radar Finance and Economics found that although Wang Sicong has been closely related to the entertainment industry due to scandals, he has not been less "fighting" with large companies in history. As early as 2014, Wang Sicong had angrily rebuked Jingdong's "shop bully" on Weibo, and since then, industries, companies or products such as shared charging treasures, such as Ruhan, Multi-Flash, and Dianping have been "shot", and most of their bearish companies or products have been in trouble.

The "counterattack" of Lianhua Qing plague

In 2022, Yiling Pharmaceutical is undoubtedly one of the hottest star stocks in the capital market, and its stock price has risen all the way since the beginning of the year, and by April 11, it once rose by more than 114%. In contrast, the Shanghai Composite Index fell nearly 13% and the ChiNext Index fell nearly 26% in the same period.

In fact, if you count from the beginning of 2020, the stock price of Yiling Pharmaceutical has quadrupled so far, and the key to driving the company's stock price rise lies in its exclusive production of Lianhua Qingyi capsules.

According to the data, Lianhua Qingpeng was born in the "SARS" period in 2003 and was approved for production and marketing in May 2004. According to the information on the official website, it is a patented new drug for the treatment of colds and influenza developed under the guidance of the theory of traditional Chinese medicine network disease, which has a "positive intervention" effect on respiratory diseases.

In 2019, the revenue of respiratory proprietary Chinese medicines represented by Ling Pharmaceutical co., Ltd. with Lianhua Qingpi reached 1.703 billion yuan, but at this time, the company's stock price was still lower than the issue price, until the arrival of the new crown epidemic, Lianhua Qingpi was held on the "altar".

In January 2020, the National Health Commission issued the "Diagnosis and Treatment Plan for Novel Coronavirus Pneumonia (Trial Fourth Edition)", which listed Lianhua Qing plague as a recommended drug during the medical observation period. After two months of clinical treatment, Lianhua Qingpeng showed good clinical efficacy, and Academician Zhong Nanshan also publicly endorsed it three times.

In April of the same year, the State Food and Drug Administration issued the "Drug Supplement Application Approval Document", showing that the Lianhua Qingpeng capsules (granules) produced by Yiling Pharmaceutical were approved to be used for fever, cough and fatigue caused by mild and ordinary types of new coronavirus pneumonia, and the treatment course was 7 to 10 days.

On March 15, 2022, the website of the National Health Commission officially announced the "Diagnosis and Treatment Plan for Novel Coronavirus Pneumonia (Trial Ninth Edition)", and Lianhua Qingyi was recommended by the national plan for the treatment of new crown pneumonia for the sixth time.

Affected by this, the performance and stock price of Yiling Pharmaceutical began to take off. In 2020, the company's revenue and attributable net profit achieved high growth of 50.76% and 100.95% respectively; in 2021, due to drug purchase restrictions, the company's performance growth rate declined, but the net profit attributable to the mother in the first three quarters still exceeded the whole year of 2020.

In recent years, he has become a frequent visitor to the rich list, ranking the richest man in Shijiazhuang for many times, and by 2022, the Hurun global rich list has reached 26.5 billion yuan.

On this basis, Yiling Pharmaceutical is actively promoting the export of traditional Chinese medicine to the sea. According to the 2021 semi-annual report, Lianhua Qingyi capsules obtained marketing permits in Mongolia, Uzbekistan, Kenya and Ukraine during the reporting period. Up to now, Lianhua Qingpeng has completed registration in more than 20 countries and regions such as Singapore, Russia, Canada, the Philippines, Kuwait and other countries and regions, and actively deployed international registration work in more than 30 countries and regions.

This net red Chinese medicine has also appeared many times in the situation of "one medicine is difficult to find". An investor once mentioned in a message to Yiling Pharmaceutical that "I was shocked to hear that a box of Indian Lianhua Qingpeng capsules sold for 385 yuan"; in early 2022, Hong Kong's Lianhua Qingpeng was also out of stock, and the price rose to 100 yuan, while the original price of the drug was 28 yuan.

Wang Sicong tore Yiling Pharmaceutical

However, even when Hua Qingpeng exploded, there were many voices of doubt in the outside world. The self-media blogger "Bedtime News Editorial Department" (hereinafter referred to as "Bedtime News") forwarded by Wang Sicong this time is one of them.

In June 2021, bedtime news mentioned in a video that in May, a well-known scientific research anti-counterfeiting website "Retraction Observation" pointed out that Jia Zhenhua, an authority on Chinese medicine against the new crown virus, concealed his relationship with companies related to Lianhua Qingyi medicine.

Specifically, Jia Zhenhua's paper published in Plant Medicine clearly pointed out that Lianhua Qingpest significantly improved the clinical cure rate without double-blind experiments.

Jia Zhenhua said in the article that he had no relationship with stakeholders, but various indications showed that Jia Zhenhua did not tell the truth.

For example, in the 2013 stock incentive plan of Yiling Pharmaceutical, Jia Zhenhua and Wu Rui, director and secretary of Yiling Pharmaceutical, were husband and wife; the prospectus of Yiling Pharmaceutical also revealed that Wu Rui was Wu Yiling's daughter. In addition, Jia Zhenhua did not admit that 10.4% of the funding sources of the experimental project came from Yiling Pharmaceutical.

In April 2022, some netizens questioned the claim of bedtime news. Based on the recent report that "WHO report recommends the world to eat Lianhua Qing plague to fight the epidemic", netizens sought the views of bedtime news.

In this regard, Bedtime News believes that Chinese two authoritative reports on this news on the Internet have confused the relationship between who recognizes the efficacy of traditional Chinese medicine and the reliable basis for the prevention and treatment of Lianhua Qing plague.

"Colleagues in the office and I studied the text of the report together, and the correct statement is that this report only proves that some Chinese experts in the middle of who are recommending the use of traditional Chinese medicine to fight the new crown virus."

At the end of the video, bedtime message concluded: "The final conclusion of the WHO expert group is that for patients with mild and moderate diseases, if the goal is to reduce the rate of deterioration, TCM has good application prospects." However, there is insufficient evidence to prove that TCM and TCM injections are good for the improvement of severe cases, and further evaluation is urgently needed. On the entire 17 pages of the main body of the report, not a single word was mentioned. Lianhua Qingpeng appears in the second and seventh references in the citation area, but this document is Jia Zhenhua's paper. ”

It is worth mentioning that after the two reports mentioned in the above video were released on April 6 and 7, Yiling Pharmaceutical immediately issued an announcement on the abnormal fluctuation of stock trading on April 8, saying that "the deviation of the closing price increase of the company's stock on April 6 and 7 for two consecutive trading days reached 21.90%".

This is also an important reason why Wang Sicong shouted that "the CSRC should strictly investigate Yiling Pharmaceutical".

"Regarding the news spread on Weibo, please point out the specific questions and sources, and we will answer the specific content." From clinical trials, to specific experimental data, to being included in the new crown pneumonia diagnosis and treatment plan, including indications and instructions, we have complete evidence and report disclosure. You can't just ask questions because of the three words 'Wang Sicong', for some remarks on the Internet, just listen to it, investors please identify. In this regard, the staff of the securities department of Yiling Pharmaceutical replied.

What happened to the companies that were "reprimanded" by Wang Sicong?

Radar Finance found that Wang Sicong did not publicly express his views on a company for the first time. As the chairman of Pulse Investment and the director of Wanda Group, Wang Sicong has always maintained his attention to the market and has also "looked down" on some business.

JD.com was one of the companies that Wang Sicong had snubbed in his early days. In 2014, Wang Sicong said that the computer desk he bought for 200 yuan and expected to be delivered in 1-2 days was still displayed in logistics after a week, and he did not give an explanation after calling, and called Jingdong "shop bully". However, Jingdong did not publicly reply to this, but instead launched a promotional interface on the official website called "We don't understand the world of gongzi, a burning product on a computer desk".

Perhaps unwillingly, a year later, Wang Sicong once again "fired" at JD.com, accusing it of leaking personal information. "I bought an assembly machine on JD, and the third party didn't know whether it was a brain show or what was wrong, so I sent a screenshot of my private information to Weibo, and JD.com didn't give an explanation." This time, Wang Sicong received a formal apology from JD.com.

Since the beginning of 2018, Tencent and JD.com and other companies have invested 34 billion yuan in Wanda Commercial, and since then, Wang Sicong's relationship with JD.com has undergone a subtle transformation, which once ridiculed Liu Qiangdong's relationship with milk tea sister after the Mingzhou incident, but has since taken the initiative to delete it.

It is worth mentioning that meituan has also had problems in the protection of Wang Sicong's personal privacy. In October 2021, Wang Sicong posted on Weibo: "Is this the security system of a trillion-dollar company? Inexplicably my own number can be changed by others to tie the phone? What else will you public comment on in addition to making false scores with just bad money? ”

If it is said that Jingdong and Meituan are still just some service complaints, then Wang Sicong is not optimistic about some industries and products, including shared charging treasures.

In 2017, the shared charging treasure industry ushered in the peak moment in history, street electricity, caller, small electricity, Hi electricity and other companies have won financing, the US stock listed company Jumei Youpin for 300 million yuan cash to acquire 60% of the equity of street power, and the founder Chen Ou as the chairman of street power.

It was this acquisition that attracted Wang Sicong's attention. He released a bold statement in the circle of friends: "If the shared charging treasure can become my food, the post is proof." In this regard, Chen Ou posted a picture on Weibo and replied, "Street power can not do public welfare, but I hope not to let this project enter Wanda because of your emotions." "

Later facts proved that Wang Sicong's statement may be too absolute, but in general, the trend was correctly judged.

Around 2020, the entire shared charging treasure track once entered a dividend period, and large amounts of financing continued. At that time, iResearch also predicted that the size of China's shared charging market is expected to grow to 106.3 billion yuan by 2028; the compound annual growth rate from 2020 to 2028 will reach 36.2%. In April 2021, Monster Charging became the first share of shared charging, followed by the merger of Sodian and Street Power into "Zhumang Technology", the market share surpassed Monster Charging, and the industry competition became increasingly fierce.

However, with the passage of time, the development of shared charging treasures has always been difficult to escape the hard wounds of a single monetization model, no technical barriers, and homogenization of products and services.

In this context, in order to compete for offline merchants, companies have to launch a "price war" and pass on the cost to consumers. After several rounds of price increases, the industry has attracted the attention of regulatory authorities, and the price limit order of the Municipal Supervision Bureau has completely blocked the route of price increases.

In 2022, monster charging losses, Xiaodian Technology also came to the news of layoffs, companies have tested the waters of other businesses other than charging treasure, perhaps in the next long period of time, players in the industry can only survive.

Wang Sicong also questioned the Internet celebrity e-commerce company Ruhan Holdings, as well as three social apps such as multi-flash, toilet MT and chat treasure.

In 2019, Ruhan Holdings, which relied on Internet celebrity Zhang Dayi, successfully landed on the NASDAQ, but it broke at the opening, and the stock price fell by more than 30% on the first day. In this regard, Wang Sicong first expressed his views in the circle of friends, which believes that "Ruhan's Internet celebrity incubation, Internet celebrity e-commerce, and Internet celebrity marketing model have not been successfully verified, nor have they proved that they can cultivate new kols."

As Wang Sicong said, Ruhan has not cultivated a second Zhang Dayi, the company also missed the outlet of live broadcasting, while Li Jiaqi and Wei Ya live broadcast sales soared, Ruhan has been privatized at a 72% reduction in stock price compared with the issue price, delisted from the US stock market. The most recent news from Ruhan is that at the end of 2021, an employee died unexpectedly while working.

Also in 2019, Wang Sicong angrily denounced toilet MT, chat treasure and multi-flash as "garbage, no chance". Behind these three products stood Wang Xin, the founder of Kuaibo, Luo Yonghao of Hammer Technology, and Douyin, who was in the sky at that time.

In the face of Wang Sicong's hardness, the three products did not "compete" to persist. The main anonymous social toilet MT was removed from major platforms two days after it was launched; the chat treasure team that focused on chat money was quickly disbanded, laying off 90%; although the multi-flash of the main short video social network is still struggling to support, Analysys Qianfan data shows that its monthly active life has dropped from more than 20 million when it was first launched to less than 2.5 million today.

However, Wang Sicong has also learned a lot of lessons in looking at the company. The LeTV Sports, Panda TV and Banana Entertainment that it has invested in have all caused Heavy Losses to Pulse Investment.

In fact, compared with the previous "sharpness", Wang Sicong's words have been much less in the past two years. Some Douban netizens have counted the number and content of Weibo posts by Wang Sicong, and since he registered Weibo in 2010, he has issued a total of 1474 Weibo, and this activity has continued until Wang Jianlin sold Wanda Mall in 2019.

Since then, Wang Sicong has emptied the content of his once rebellious Weibo and changed his profile to "a low-key Internet celebrity Xiao Wang". At present, Wang Sicong's Weibo is only visible for half a year.

How much will Yiling Pharmaceutical, which was "torn" by Wang Sicong, be affected? Which companies or enterprises will Wang Sicong "target" in the future? Radar Finance will continue to pay attention.

Note: This article is the original of Radar Finance (ID: leidacj). Unauthorized reproduction is prohibited.