The disclosure of the 2021 annual report of Shanghai Stock Exchange officially kicked off on the evening of the 27th! The first shot was Shanghai Kaikai Industry Company Limited(600272) who pulled eight daily limit boards at the end of the year
from December 31, 2021, Shanghai Kaikai Industry Company Limited(600272) has pulled 8 daily limit boards
The reporter noted that Panda Financial Holding Corp.Ltd(600599) originally planned to open the prelude of the Shanghai stock market annual report at the same time as Shanghai Kaikai Industry Company Limited(600272) was postponed – postponed to March 1. On the 27th, Panda Financial Holding Corp.Ltd(600599) released a performance forecast. It is expected that the net profit attributable to shareholders of listed companies after deducting non recurring profits and losses will be 55 million yuan to 75 million yuan, a year-on-year increase of 54.38% to 110.51%.
non operating profit and loss highlights performance
On January 27, Shanghai Kaikai Industry Company Limited(600272) released the 2021 annual report, which opened the curtain of annual report disclosure in Shanghai stock market.
In 2021, Shanghai Kaikai Industry Company Limited(600272) achieved an operating revenue of 670 million yuan, a year-on-year decrease of 12.08%, and the net profit attributable to the owner of the parent company was 21.7172 million yuan, a year-on-year increase of 58.81%. The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was 4.0343 million yuan, a year-on-year increase of 89.54%.
At the same time, the company issued a profit distribution plan and distributed a cash dividend of RMB 0.27 (including tax) for every 10 shares to all shareholders, with a total dividend of RMB 6.561 million.
Shanghai Kaikai Industry Company Limited(600272) is mainly engaged in the circulation of traditional Chinese medicine, traditional Chinese medicine service (TCM consultation service) and clothing wholesale and retail. The pharmaceutical sector is mainly the wholesale and retail of Chinese and Western patent medicines, as well as the traditional Chinese medicine and pharmaceutical services of the Chinese time-honored brand “leiyunshang” and the sales of high-end tonics of the independent brand “shanglei”; The clothing sector is mainly engaged in the wholesale and retail of “Kaikai” brand shirts and sweaters and “Kaikai” brand clothing series.
A closer look at the annual report of Shanghai Kaikai Industry Company Limited(600272) 2021 is not difficult to find that most of the net profit of company in 2021 comes from non operating profits and losses. Expenditures similar to special government subsidies and comprehensive reform costs are non recurring and not sustainable.
Shanghai Kaikai Industry Company Limited(600272) also admitted that in recent years, affected by the market environment, changes in medical reform policies and repeated epidemics, the company’s operating income 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.
Specifically, in 2021, in order to comprehensively promote the great health transformation, the company adjusted the two main businesses of the company and carried out a comprehensive reform of the clothing sector from April 2021. Most of the company’s net profit in 2021 comes from non operating profit and loss, mainly due to the special subsidy of 10 million yuan for the comprehensive reform project of the clothing sector and 2.9 million yuan for the revitalization of time-honored brands.
accelerate the transformation of great health
According to the high-quality development requirements of life and health industry in the 14th five year plan of Jing’an District, Shanghai Kaikai Industry Company Limited(600272) accelerate the transformation and upgrading of big health strategy, try to accumulate resources for expanding big health business, look for expansion opportunities in the field of big health industry, and cultivate new revenue and profit growth points of the company.
In 2021, Shanghai Kaikai Industry Company Limited(600272) and Lexi, a wholly-owned subsidiary of the company, purchased two properties in Jing’an District, Shanghai to expand the business of medical sector and explore the possibility of opening self-supporting medical institutions. At the same time, it also ensures the stability of the daily business premises of the Shanghai Shanghai Shibei Hi-Tech Co.Ltd(600604) outpatient department under the wholly-owned subsidiary Rexi, reduces related party transactions and improves the independent operation ability.
Shanghai Kaikai Industry Company Limited(600272) has also formulated the business plan for 2022:
In 2022, the company will continue to promote the great health transformation strategy and innovative business development mode, and seek new economic growth points. While continuously enhancing the optimization of endogenous business structure, the company will actively explore new means of capital enabled business adjustment, make effective use of the platform value of listed companies, further optimize the main business structure, and let high-quality resources gather to advantageous industries.
In 2022, on the basis of consolidating the existing business, Lexi will gradually enrich other business formats, constantly try to expand the business layout of the medical sector, firmly grasp the three vertical and three horizontal strategic main line of “overall planning and guidance of digital health, coordinated development of medicine, medical treatment and medical care”, and continue to make efforts to adjust the supply side structure and transform the demand side industry.
In addition, Kaikai garment will focus on the main line of reform and efficiency improvement. While completing the comprehensive reform of the industry and trade sector, Kaikai garment will timely start and promote the comprehensive reform of the commerce and trade sector.
list of new shareholders of Morgan Stanley
Shanghai Kaikai Industry Company Limited(600272) a highlight of the 2021 annual report is that important foreign shareholders have entered the list of the top ten shareholders of the company.
\u3000\u3000MORGAN STANLEY & CO.INTERNATIONAL PLC. (hereinafter referred to as “Morgan Stanley” or “Morgan Stanley”) appeared on the list of top ten shareholders, ranking the eighth largest shareholder of the company with 834700 shares and 0.34% shareholding ratio. From the point of time, Morgan Stanley entered the company in the fourth quarter of 2021.
Morgan Stanley is one of the first international investment banks to enter China for development, with outstanding performance over the years.
How much does the entry of Morgan Stanley have to do with the continuous trading board at the end of Shanghai Kaikai Industry Company Limited(600272) and the beginning of the year?
From December 31, 2021 to January 12, 2022, Shanghai Kaikai Industry Company Limited(600272) rose the limit for eight consecutive trading days, and the large fluctuation of stock price in the short term attracted regulatory attention. The company explained the relevant matters and risks. Shanghai Kaikai Industry Company Limited(600272) said that through the company’s self-examination, the company’s operation is normal, the businesses of its two main businesses, clothing and medicine, are carried out normally, and there is no major information that should be disclosed.
During the continuous rise of share price, the company’s performance increased in advance and rumors about Liushen Pill were heard everywhere. In this regard, Shanghai Kaikai Industry Company Limited(600272) also gave relevant risk tips. According to the recent market rumors that “the company’s wholly-owned subsidiary Shanghai leiyunshang pharmaceutical West Co., Ltd. owns the national confidential formula of Liushen Pill”, Shanghai Kaikai Industry Company Limited(600272) directly denied it.
what makes the market wonder is what Morgan Stanley is interested in the company?
After the Spring Festival of the year of the tiger, Guangzhou Fangbang Electronics Co.Ltd(688020) , Lanzhou Ls Heavy Equipment Co.Ltd(603169) , Shanghai Bright Power Semiconductor Co.Ltd(688368) will release the annual report of 2021 on February 17, 19 and 24. Among them, Guangzhou Fangbang Electronics Co.Ltd(688020) will open the prelude to the disclosure of the 2021 annual report of the science and innovation board.
