Lei Jianping on April 28
Tianjin Jiu'an Medical Electronics Co., Ltd. (stock code: 002432, stock abbreviation: Jiu'an Medical) released its financial report today. According to the financial report, Jiu'an Medical's revenue in 2023 will be 3.231 billion yuan, down 87.72% from 26.315 billion yuan in the same period last year.
Jiu'an Medical's net profit in 2023 will be 1.252 billion yuan, down 92.19% from 16.03 billion yuan in the same period last year, and the net profit after deducting non-profits will be 1 billion yuan, down 93.86% from 16.361 billion yuan in the same period last year.
Jiu'an Medical's revenue in the fourth quarter of 2023 will be 486 million yuan, net profit will be 355 million yuan, and net profit after deducting non-profits will be 318 million yuan.
In 2020, the outbreak of the epidemic around the world has caused a significant increase in the demand for portable color ultrasound and mobile DR (mobile digital X-ray machine) for monitors, ventilators, infusion pumps and medical imaging businesses.
Since 2021, new crown antigen self-test products have been widely used in European countries and have become an important detection method in epidemic prevention and control.
During the epidemic, iHealth's U.S. subsidiary obtained iHealth's new crown antigen home self-test OTC kit product (hereinafter referred to as "iHealth kit") in the United States, and sold 250 million iHealth kit products, with a total contract price of US$1.275 billion (including freight).
On January 26, 2022 local time in the United States, the U.S. subsidiary signed a "Change Contract" with ACC in the United States on the original "Procurement Contract", and on the basis of the purchase of 250 million iHealth kit products in the original contract, an additional 104,166,665 iHealth kit products were purchased, and the total amount of contract price and tax increased by 500 million US dollars (excluding freight) due to the above changes. As a result of this change, the total contract value increased from $1,275 million to $1,775 million.
However, with the disappearance of the epidemic dividend, Jiu'an Medical's performance has changed significantly.
Jiu'an Medical's shareholding is quite diversified
As of December 31, 2023, Liu Yi held 23.87% of the shares through Shihezi Sanhe Equity Investment Partnership (Limited Partnership), Tianjin Jiu'an Medical Electronics Co., Ltd. - 2022 Employee Stock Ownership Plan held 2.44%, and Bank of China Co., Ltd. - Huabao CSI Medical Exchange-traded Open-ended Index Securities Investment Fund held 2.29%;
As of December 31, 2023, Jiu'an Medical's shareholding structure
Zhou Qun holds 0.66%, Feng Junju holds 0.65%, Hong Kong Securities Clearing Co., Ltd. holds 0.56%, Yu Ronghu holds 0.52%, China Merchants Bank Co., Ltd. - GF Value Core Mixed Securities Investment Fund holds 0.49%, Chen Decai holds 0.43%, and Agricultural Bank of China Co., Ltd. - CSI 500 ETF holds 0.4%.
As of June 30, 2023, Liu Yi held 24.01% of the shares through Shihezi Sanhe Equity Investment Partnership (Limited Partnership), Tianjin Jiu'an Medical Electronics Co., Ltd. - 2022 Employee Stock Ownership Plan held 2.45%, and Bank of China Co., Ltd. - Huabao CSI Medical Exchange-traded Open-ended Index Securities Investment Fund held 2.05%;
As of June 30, 2023, Jiu'an Medical's equity
Liao Fanghong holds 0.77%, Zhou Qun holds 0.66%, Feng Junju holds 0.61%, Yu Ronghu holds 0.52%, Chen Decai holds 0.43%, Agricultural Bank of China Co., Ltd. - CSI 500 ETF holds 0.43%, and Yan Yunsheng holds 0.35%.
The comparison can find that the equity of Jiu'an Medical is quite dispersed, but the overall change will not be much in the second half of 2023.
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