China Times (www.chinatimes.net.cn) reporter Guo Yilin and Yu Na reporting in Beijing
Compared with last week, this week (December 20th to December 24th) medical concept stocks rebounded steadily and once ranked among theMain forcefundsNet inflowRanked in the top five. On December 24, the Ningxia Medical Insurance Bureau issued the “Implementation Plan for the Autonomous Region to Organize the Centralized Procurement and Use of Medical Consumables”. Affected by this, the trend of the market on the closing day fell slightly. It is worth noting that the “demon stock”Jiu’an MedicalOn Friday morning, I received a letter of concern from the Shenzhen Stock Exchange, and the gains remained unabated, and the rising limit was closed at noon, with an increase of 35.06% this week.
A crotchmedical instrumentsIn the TOP10 list of industry market value, this weekBOE A、Fosun Pharma、Tigermed、Golden Field Medical、OpcomThe stock price rose, and 5 of its stock prices fell.In terms of circulating market value, the specific ranking performance has not changed significantly compared with last week, onlyShanghai PharmaceuticalSqueeze outTianhua Super CleanAmong the top ten. in,TigermedThe market value plunged 5.894 billion yuan, becoming the company with the most market value evaporating.And the companies with the most market value growth areMindray MedicalOf 19.378 billion yuan.
On the news, on December 24, the Ningxia Medical Insurance Bureau issued the “Implementation Plan for the Autonomous Region to Organize the Centralized Purchase and Use of Medical Consumables.” The “Plan” pointed out that in terms of corporate payment, medical institutions are required to purchasecontractSettle the payment with the company in time, and the settlement time shall not exceed the end of the next month after the delivery is qualified. In particular, it is proposed to improve the disciplinary work mechanism. The medical insurance department will deduct 10% of the advance payment for the medical institution that fails to complete the agreed purchase quantity according to the centralized purchase requirement and does not pay the payment within the prescribed time, and report it to the autonomous region and municipal health department.
In this regard,Southwest SecuritiesThe medical team believes that from a policy perspective, the end of the year is the window period for the layout of the valuation switch, and the policy is entering the closing period. By the first quarter of next year, policy interference will gradually decrease;PerformanceGenerally speaking, the fundamental trend of innovative equipment from the third quarterly report is relatively good, and the valuation in 2022 is reasonable.
In terms of individual stocks,Jiu’an MedicalOn the morning of December 24, I received a letter of concern from the Shenzhen Stock Exchange, but it did not seem to extinguish the enthusiasm of investors. The stock is still gaining momentum, and closed the rising limit at midday, this week’s increase reached 35.06%. Following the 13-day continuous strength, the stock has risen for 4 consecutive weeks, with an increase of 51.06% last week. And it recorded 8 daily limit in 10 trading days, with a cumulative increase of 104.03%.
The reporter noticed that since November 8th this year,Jiu’an MedicalIssued and obtained the authorization of the U.S. Food and Drug Administration (FDA) EUAannouncement, And subsequently stated on the investor relations interactive platform that its new crown antigen home self-test OTC kit production capacity will be expanded to 200 million copies per month. At that time, Jiu’an Medical started a crazy skyrocketing mode, and its stock price soared nearly 550% from 6 yuan to the latest 38.52 yuan.
This time the Shenzhen Stock Exchange’s letter of concern pointedly pointed out the company’s “textgame“. The Shenzhen Stock Exchange requested the basis to explain the company’s response to investors on the interactive platform. This includes providing the company’s belief that the kit can detect the Omicron mutant strain and whether it induces investors to infer the overall sales of the kit. Situation, situation, etc.
It is worth noting that this is the second time that Jiu’an Medical has received a letter of concern from the Shenzhen Stock Exchange in the past two months. Previously, the Shenzhen Stock Exchange had issued a letter of concern regarding the company’s equity incentive plan and whether the response to the kit product on the interactive platform was prudent and objective.
At the same time, one hour after receiving the letter of concern, Jiu’an Medical once again continued to “release the benefits” on the interactive Yi platform. It stated on the interactive e-commerce platform that the company’s export products enjoy export tax rebate policies.
From the perspective of operating conditions, the financial report data of Jiu’an Medical in the past five years shows that non-recurring gains and losses are the main factor for the company’s performance to turn around.Before the epidemic, the companyOperating incomeaverage peformance. From 2016 to 2019, the company’s operating income was 420 million yuan, 598 million yuan, 564 million yuan, and 706 million yuan, respectively. However, in 2020, the company’s revenue has soared to 2.008 billion yuan, which will go to the parentNet profitAlso showed the same trend. Jiu’an Medical’s 2021 third quarter report showed that the company’s main operating income was 790 million yuan, a year-on-year decrease of 50.82%; net profit attributable to the parent was 50.128 million yuan, a year-on-year decrease of 86.19%; non-net profit deducted-24.775 million yuan, a year-on-year decrease of 106.89%.
From the perspective of market value changes, this weekTigermedThe market value evaporated 5.894 billion yuan, becoming the company with the most market value evaporated, with a weekly decline of -8.38%.
From the disk, this weekTigermedThe stock price is more overcast and less positive.TigermedIt started to fall by 4.41% on December 22, and it has been in a slump since then. It is reported that the stock has fallen for two weeks, with a decline of 9.28% last week.
In response to the decline in stock prices, some investors asked the reason for the continuous decline on the interactive platform.TigermedThe person in charge of the Office of the Secretary of the Board of Directors replied to investors that the company is a comprehensive medical technology research and development enterprise with pharmaceutical research as its core, and it mainly provides medical research and development services for customers and provides customers with independent research and development results transformation services. According to the prospectus and publicly disclosed information of comparable listed companies in the same industry,WuXi AppTec, Tigermed mainly focuses on the field of innovative drugs, taking into account generic drugs.
In terms of finance, Tigermed’s average growth rate of operating income in the past five years was 27.69%, and the growth rate of operating income in the past ten years was 39.85%. The net profit growth rate in the past 5 years was 69.40%, and the net profit growth rate in the past 10 years was 53.63%.
(Source: China Times)
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