On the evening of January 27, the first annual report of Shanghai Stock Exchange in 2021 was released. The operating revenue of Shanghai Kaikai Industry Company Limited(600272) (600272, SH) in 2021 was about 670 million yuan, a year-on-year decrease of 12.08%; The net profit attributable to the shareholders of the listed company was about 21.72 million yuan, a year-on-year increase of 58.81%.
The reporter of “daily economic news” noted that recently Shanghai Kaikai Industry Company Limited(600272) share price was once hyped. It is rumored that Shanghai Kaikai Industry Company Limited(600272) has “Liushen Pill” and is allowed to use musk. Shanghai Kaikai Industry Company Limited(600272) since January 5 this year, it has issued six announcements to clarify that there is no Liushen Pill production business.
in 2021, the net profit attributable to the parent company is about 20 million yuan
Shanghai Kaikai Industry Company Limited(600272) is a company mainly engaged in the circulation of traditional Chinese medicine, traditional Chinese medicine service (traditional Chinese medicine consultation service) and clothing wholesale and retail. As of January 27, the total market value was about 2.3 billion yuan.
Such a company has not been paid too much attention in the capital market. However, the share price of Shanghai Kaikai Industry Company Limited(600272) has risen sharply since this year, which has attracted the attention of a large number of investors.
On January 27, Shanghai Kaikai Industry Company Limited(600272) handed over the answer sheet for 2021, realizing an operating revenue of 670 million yuan and a net profit attributable to the parent company of about 20 million yuan.
Image source: Shanghai Kaikai Industry Company Limited(600272) screenshot of 2021 Annual Report
Shanghai Kaikai Industry Company Limited(600272) said that in recent years, affected by the market environment, changes in medical reform policies and repeated epidemics, the company’s operating income has decreased year by year, affecting the company’s profitability. At the same time, in order to fully implement the strategic transformation of “great health”, the company tries to explore the expansion and cultivation of business in the three core sectors of medical health, medical health and medical care health. However, business transformation requires a long cultivation period, which is difficult to help the growth of the company’s profits in the short term.
“The business of the pharmaceutical sector is greatly affected by the medical reform policy. In the face of the continuous promotion of national drug volume procurement, the implementation of the new regional GPO and the cancellation of the long prescription policy for chronic diseases, as well as the outbreak of the epidemic in 2020, Lexi Pharmaceutical (Note: Shanghai Kaikai Industry Company Limited(600272) subsidiaries) The revenue of circulation business has decreased year by year. Facing the adverse situation, Lexi has actively taken countermeasures, adjusted the sales structure and reduced the sales proportion of low-income products. ” Shanghai Kaikai Industry Company Limited(600272) indicates.
In addition, the net cash flow from operating activities in Shanghai Kaikai Industry Company Limited(600272) 2021 decreased by 67% compared with the same period of the previous year. In this regard, Shanghai Kaikai Industry Company Limited(600272) explained: “it is mainly due to the decrease in cash received from the sale of goods and the provision of labor services in the current year compared with the same period of the previous year.”
a large number of problems related to “Liushen Pill” have emerged on the interactive platform
On the last trading day of 2021, Shanghai Kaikai Industry Company Limited(600272) ended with the limit, and showed a sharp upward trend in 2022.
On January 5 this year, Shanghai Kaikai Industry Company Limited(600272) issued the announcement on the advance increase of annual performance in 2021. It is estimated that the net profit attributable to shareholders of Listed Companies in 2021 will increase by 6.15 million yuan to 8.89 million yuan compared with the same period of the previous year, with a year-on-year increase of 45% to 65%.
On January 6, the share price of Shanghai Kaikai Industry Company Limited(600272) opened the limit, but the whole day’s increase was still as high as 9.97%. The share price of Shanghai Kaikai Industry Company Limited(600272) rose all the way from 7.46 yuan / share on December 30, 2021 to the highest price of 17.67 yuan / share on January 17 this year. In more than two weeks, the increase was as high as 137%.
After rising, Shanghai Kaikai Industry Company Limited(600272) share price presents a typical roller coaster market. The share price of Shanghai Kaikai Industry Company Limited(600272) fell continuously from January 17 to close at 9.58 yuan / share on January 27.
On December 24 and 27 last year, an investor asked Shanghai Kaikai Industry Company Limited(600272) “on the interactive platform,” does the company’s subsidiary leiyunshang Pharmaceutical Co., Ltd. produce Liushen Pill? Is the company’s Liushen Pill the only Chinese patent medicine approved to use natural musk like Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) ? ” “Does the company have a secret formula for Liushen pills? Does it produce Liushen pills?”
At that time, Shanghai Kaikai Industry Company Limited(600272) replied that the company did not have any national confidential pharmaceutical formula, nor did it have the production business of Liushen Pill. The company’s pharmaceutical sector leiyunshang is mainly engaged in drug circulation, traditional Chinese medicine and pharmaceutical services with the Chinese time-honored brand “leiyunshang” as the brand and the sales of high-end tonics of its own brand “shanglei”. It is a pharmaceutical retail and wholesale enterprise. At present, in order to overcome the impact of the medical reform policy on the drug circulation industry, the company is actively seeking “great health” transformation, but the business transformation needs a long incubation period, and the investment income is difficult to show in the short term, which may have a certain negative impact on the company’s profits
Image source: screenshot of SSE e interactive official website
In addition, some investors asked “does your company have products related to covid-19 repair fluid to be launched and has received 380 million orders? Why does the company not make an announcement and whether the information is leaked inside the company? Please give a positive response”. Shanghai Kaikai Industry Company Limited(600272) indicates that there is no relevant product.
The reporter of “daily economic news” noted that from January 5 to January 13 this year, Shanghai Kaikai Industry Company Limited(600272) issued a total of six announcements, the main content of which is that the company does not have any national confidential pharmaceutical formula, nor does it have the production business of Liushen Pill.
On January 25, an investor said in Shanghai e interactive that “at that time, he was optimistic about the company’s Liushen Pill before he bought it. Unexpectedly, the continuous sharp decline made investors feel no mood for the new year.”
