Original title: The rumor is true!Double the bull stock, China Resources Shuanghe joins hands with real biology, involving new crown oral drugs, investors have been thinking about the daily limit
Boots fall! On the evening of May 8, China Resources Shuanghe (600062), which doubled as a bull stock, officially announced that it signed a “Strategic Cooperation Agreement” with Henan Real Biotechnology Co., Ltd. (hereinafter referred to as “Real Bio”), and the company will be entrusted with the processing and production of Azvudine tablets. . It is understood that the news of the above cooperation has been fermenting in the capital market for a period of time before it was finalized. As the new clinical trial of Azvudine is currently an indication of anti-new coronavirus, the share price of China Resources Double Crane has doubled recently due to this. Now that the suspense has been revealed, the stock price performance of China Resources Shuanghe on May 9 has made more than 40,000 shareholders of the company have high expectations.
Became a contracted manufacturer of Azvudine
Whether China Resources Shuanghe has reached a cooperation with real creatures has been in suspense until now. On the evening of May 8, China Resources Shuanghe finally announced the news of cooperation with Real Creatures.
The announcement shows that recently, China Resources Double Crane and Real Biology signed the “Strategic Cooperation Agreement” and “Azvudine Tablet Entrusted Processing and Production Framework Agreement” in Beijing. , expand cooperation in the field.
According to the data, Real Bio’s main business is the research and development, production and sales of anticancer drugs, antiviral drugs, treatment drugs for diabetes-related diseases, and treatment drugs for cardiovascular and cerebrovascular and aging-related diseases. This cooperation with China Resources Double Crane mainly involves the drug Azvudine.
It is worth noting that Azvudine held by Real Bio is an anti-AIDS drug, which was approved by the State Food and Drug Administration in 2021, and the current new clinical trial is an anti-new coronavirus indication. However, the clinical trial results of real biological therapy for this indication have not been publicly released, and this indication has not been approved by the State Food and Drug Administration.
China Resources Shuanghe said that through this cooperation, Real Biology provided China Resources Shuanghe with technical information such as the registered prescription of Azvudine tablets, production process and quality standards, as well as documents required for production and quality control; Guide and inspect the whole process of fixed film production.
In addition, the agreement only reached a framework agreement on the principle of cooperation in the entrusted processing and production of Azvudine products, and specific matters such as order plan, settlement method, delivery time and quality requirements involved need to sign a separate entrustment contract.
In response to the impact of this cooperation on the company, China Resources Shuanghe said that the strategic cooperation involved in the above agreement will help the two parties expand cooperation in product development, production, distribution and various aspects and fields directly related to distribution, and enhance the company’s Business development space, in line with the company’s future development needs.
It is worth mentioning that China Resources Shuanghe is not the only partner of Real Bio. On April 27, Xinhua Pharma issued an announcement saying that it signed a “Strategic Cooperation Agreement” with Real Bio, and Real Bio agreed to Xinhua Pharma for its Azif. Manufacturers and distributors of customized products in China and other countries agreed by both parties. In the secondary market, Xinhua Pharma recorded 8 shares in 10 days. As of the close on May 6, Xinhua Pharma’s stock price was reported at 16.62 yuan per share, with a total market value of 11.13 billion yuan.
The stock price has doubled in the past 30 trading days
Since there have been rumors about the cooperation, China Resources Shuanghe has been hotly funded for more than a month.
According to the trading market, during the 33 trading days from March 16th to May 6th, the cumulative increase in the stock price of China Resources Shuanghe was 135.36%, during which it achieved the daily limit for many times. It is worth mentioning that on April 27, China Resources Shuanghe also staged a “ground floor”.
Before the boots landed, China Resources Shuanghe issued several announcements to clarify that the cooperation is still in the stage of communication and negotiation, and no formal agreement has been signed. On May 6, China Resources Shuanghe hit the lower limit in late trading, and finally closed at 27.42 yuan per share, a drop of 10.01%, with a total market value of 28.61 billion yuan.
Once the announcement of cooperation with Real Creatures was disclosed, the stock bar of China Resources Shuanghe quickly boiled over, and many investors had already thought about the daily limit. For example, some investors said in the stock bar that “the five daily limits have stabilized”, “heavy benefits” and “finally seeing the light of day”.
Economist Song Qinghui said that under the background of the current epidemic prevention and control situation, this cooperation is good news for China Resources Double Crane, which may help to gather strength and cooperate for a win-win situation and consolidate the future performance growth of China Resources Double Crane. Base.
According to the data, China Resources Double Crane’s main business covers new drug research and development, preparation production, drug sales, pharmaceutical equipment and API production, etc. The business mainly focuses on chronic disease business, specialist business and infusion business.
It is worth noting that China Resources Shuanghe has experienced a decline in net profit for two consecutive years. Financial data shows that in 2020, China Resources Shuanghe achieved an operating income of about 8.504 billion yuan, a year-on-year decrease of 9.35%; the corresponding attributable net profit achieved was about 1.005 billion yuan, a year-on-year decrease of 4.74%. In 2021, the attributable net profit of China Resources Shuanghe will continue to decline. The operating income achieved in that year is about 9.112 billion yuan, a year-on-year increase of 7.14%; the corresponding attributable net profit achieved is about 936 million yuan, a year-on-year decrease of 6.91%.
In the first quarter of 2022, the attributable net profit of China Resources Shuanghe rebounded year-on-year. The operating income achieved during the reporting period was approximately 2.518 billion yuan, a year-on-year increase of 4.59%; the corresponding realized attributable net profit was approximately 332 million yuan, a year-on-year increase of 15.99%.
In response to company-related issues, a reporter from Beijing Business Daily called the office of the Secretary of the Board of Directors of China Resources Shuanghe for an interview, but no one answered the other party’s phone.
Beijing Business Daily reporter Dong Liang Ding NingReturn to Sohu, see more
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