The Spring Festival is approaching, but the stock market is still bloody.
The logic of killing retail investors by rubbing hot spots is reflected incisively and vividly in the stock price of Jiangxi Fushine Pharmaceutical Co.Ltd(300497) .
Within six trading days, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) shares soared by 49.39%, and fell by 46.04% in the next five trading days. Not only retail investors were cut off, but even hot money was eaten black
In just 11 trading days, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) share price rose and fell like a roller coaster. The market value soared from 9 billion to 16 billion. After shareholders cashed out, it shrank wildly, causing shareholders to complain again and again.
On January 27, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) received the attention letter issued by Shenzhen Stock Exchange.
At the close of the day, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) shares closed at 13.4 yuan / share, up 1.36%, with a total market value of 7.37 billion yuan.
precise reduction of shareholders
The ups and downs of the stock price began 15 days ago.
On January 12, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) shares rose 6.71%. At that time, no one would realize that the stock would perform a miracle in the next six days. By January 19, the share price of Jiangxi Fushine Pharmaceutical Co.Ltd(300497) had risen by nearly 50% in just six trading days, and a 20cm limit was accepted on the 19th day.
When everyone saw the extraordinary of Jiangxi Fushine Pharmaceutical Co.Ltd(300497) shares, they bought them one after another. But it seems to have played a joke on everyone. On January 20, the stock opened at the daily limit of 29.4 yuan / share. However, under the subsequent crazy smashing of large orders, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) quickly broke the board and killed. As of the close of the day, it finally fell by 7.31%,
Subsequently, the share price of Jiangxi Fushine Pharmaceutical Co.Ltd(300497) plummeted all the way. In the five trading days from January 20 to 26, the share price plummeted 46.04%. On January 27, the share price of Jiangxi Fushine Pharmaceutical Co.Ltd(300497) closed at 13.4 yuan / share, down 54.42% from the highest price on January 20, and suffered a halving.
In the 11 trading days of Jiangxi Fushine Pharmaceutical Co.Ltd(300497) share price ups and downs, the cumulative turnover reached 19 billion yuan. Statistics show that the latest total market value of Jiangxi Fushine Pharmaceutical Co.Ltd(300497) is 7.27 billion yuan, and the circulation market value is only about 6 billion yuan. Just think, 19 billion hype funds to participate, can this big play not be lively?
After the heavy overcast on January 20 and the subsequent continuous decline, those who want to sell have already dumped their chips to the investors who later took over the offer. In other words, the dealer runs away and the retail investors take the offer.
If the rise and fall of stock price surprised investors, the precise reduction of Jiangxi Fushine Pharmaceutical Co.Ltd(300497) shareholders Zhejiang Yongtai Technology Co .Ltd(002326) during this period has completely aroused the dissatisfaction of investors.
After the closing on January 19, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) issued an announcement that shareholders reduced their holdings by more than half and the proportion reached 1%. Jiangxi Fushine Pharmaceutical Co.Ltd(300497) the fourth largest shareholder Zhejiang Yongtai Technology Co .Ltd(002326) reduced 5.4156 million shares through centralized bidding on January 13 and 19. Among them, on January 13, Zhejiang Yongtai Technology Co .Ltd(002326) reduced 2.9086 million shares, the average reduction price was 18.23 yuan / share, and the cash out amount was 53.0236 million yuan; On the 19th, 2.507 million shares were reduced, with an average reduction price of 21.3 yuan / share and a cash out amount of 53.4 million yuan; Zhejiang Yongtai Technology Co .Ltd(002326) the total cash out amount of the two holdings reduction is 106 million yuan. After two consecutive reductions, Zhejiang Yongtai Technology Co .Ltd(002326) 's shareholding ratio in Jiangxi Fushine Pharmaceutical Co.Ltd(300497) decreased from 1.07% to 0.08%, or will withdraw from the ranks of Jiangxi Fushine Pharmaceutical Co.Ltd(300497) top ten shareholders.
The reduction on January 19 made Zhejiang Yongtai Technology Co .Ltd(002326) perfectly avoid the subsequent sharp decline in share price. The precise timing of the reduction was reminiscent.
Many investors believe that Jiangxi Fushine Pharmaceutical Co.Ltd(300497) is staged to deliberately rub the hot spot to fry the stock price, and then cover the trick of shareholders to distribute chips to retail investors before the bad exposure. Others feel that listed companies are engaged in "killing pigs" and "cutting leeks", claiming to report to the CSRC.
Some people are reducing their holdings and cashing out, while others are increasing their holdings. Ke Dan, the wife of Bao Jianhua, the actual controller and chairman of the board, increased his holdings of 1265400 shares at an average price of 15.82 yuan / share on January 25. Based on the average price of 15.05 yuan / share for the previous five holdings, the current floating loss of KODAN's holdings exceeds 12%.
Up to now, Kedan has increased its holdings by more than 38 million yuan. According to the increase announcement issued by the previous Jiangxi Fushine Pharmaceutical Co.Ltd(300497) , Bao Jianhua and his spouse plan to increase their holdings by no less than 50 million yuan and no more than 100 million yuan.
The Jiangxi Fushine Pharmaceutical Co.Ltd(300497) share price plummeted, causing many hot money and retail investors to be "killed" and suffered heavy losses.
According to the data of Shenzhen Stock Exchange, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) fell 46% from January 20 to January 26. During the period of serious abnormal decline, natural persons bought 10.157 billion yuan, accounting for 86.59%; Among them, small and medium-sized investors bought 4.994 billion yuan, accounting for 42.57%. Institutions bought a total of 1.305 billion yuan, accounting for 11.12%.
On January 27, the Shenzhen Stock Exchange issued a letter of concern, asking the company to explain whether to provide products or services to Pfizer and other companies, provide customers with core intermediates related businesses of mopiravir and redcivir, and the correlation between the developed products and covid-19 therapeutic drugs.
At the same time, the company is required to explain the specific relationship and judgment basis between its R & D, production and sales products and covid-19 therapeutic drugs, and whether the relevant basis is objective and authoritative; Verify and explain whether the information involved in the interactive response meets the information disclosure standards, whether it belongs to the information that has a significant impact on the company's share price, and whether there are violations of information disclosure.
In addition, the Shenzhen Stock Exchange also requires the company to verify and explain the trading of the company's shares in recent three months, such as its directors, supervisors, senior managers and their immediate relatives, controlling shareholders, actual controllers and shareholders holding more than 5%. In the early stage, the shareholders have disclosed the progress of the reduction plan, indicating whether the company and relevant parties have insider trading Market manipulation and other illegal transactions, whether there is a reduction plan and specific contents in the next three months, and whether the company uses information disclosure to cooperate with relevant personnel to reduce its holdings.
two hot spots
The recent performance of the share price of Jiangxi Fushine Pharmaceutical Co.Ltd(300497) is absolutely related to the "covid-19 drug concept stock". It can be said that the company's ability to draw cakes for investors is really big enough! In 2021, the hot spots of "lithium everywhere" have been very easy to use. Since 2020, covid-19 hot spots, not to mention, are the concept that they can rise sharply in a scratch. And Jiangxi Fushine Pharmaceutical Co.Ltd(300497) accounts for both "hot spots".
On January 11, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) first announced that Weifang Aotong Pharmaceutical Co., Ltd., a subsidiary, had obtained the EIA approval for the project with an annual output of 6000t lithium battery additives and 400t pharmaceutical intermediates.
According to public information, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) was listed in December 2015. The company's products and businesses are mainly divided into two categories: first, it focuses on the R & D, production and sales of high-end antibiotic APIs and intermediates, and its products mainly include the products of sulbactam series and tazobactam series β- Raw materials and intermediates of lactamase inhibitors, raw materials and intermediates of carbapenems (penem Series) antibiotics; Second, it is engaged in the R & D, production and sales of antiviral intermediate products, mainly including lovir series, navir series products and other intermediate products.
As an API and intermediate enterprise, it is not only suddenly involved in lithium batteries, but also frequently "ambiguous" on the investor interaction platform.
For example, on January 14, an investor asked on the interactive platform, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) is developing and supplying covid-19 pharmaceutical intermediates and APIs in cooperation with well-known pharmaceutical enterprises? Jiangxi Fushine Pharmaceutical Co.Ltd(300497) responded that in the field of cooperative development and supply of covid-19 pharmaceutical intermediates and APIs, relying on the R & D basis of lingfu Pharmaceutical Research Institute, the company has supplied kilogram samples to customers and passed customer verification. The follow-up company will accelerate the work of the project.
On January 15, some investors asked whether the pharmaceutical intermediates and APIs of Jiangxi Fushine Pharmaceutical Co.Ltd(300497) were supplied to Pfizer? The last Jiangxi Fushine Pharmaceutical Co.Ltd(300497) replied that some pharmaceutical intermediate products provided by the production department are supplied to Pfizer, but they are not used to produce drugs for the treatment of covid-19.
On January 19, another investor asked that the product supplied by Jiangxi Fushine Pharmaceutical Co.Ltd(300497) is mupiravir. Is the core intermediate of redcivir used to treat covid-19 virus? What are the advantages of this drug? Jiangxi Fushine Pharmaceutical Co.Ltd(300497) replied that the company supplied customers with the core intermediates of mopiravir and redcivir, which can be used to treat covid-19 pneumonia. However, the above-mentioned intermediate products account for a relatively small proportion of the current revenue, which has not had a significant impact on the company's performance.
Previously Jiangxi Fushine Pharmaceutical Co.Ltd(300497) said that it was inconvenient to disclose specific customer information due to the strict confidentiality agreement signed with customers. Some investors asked whether the company has the ability to develop pharmaceutical intermediates and APIs of Pfizer covid-19 since it can supply the core intermediates of covid-19 drugs, such as mopinavir and redcivir?
Jiangxi Fushine Pharmaceutical Co.Ltd(300497) replied that since the company acquired Weifang Aotong in 2016, the anti-virus field has gradually become one of the company's important business areas. Based on the fact that the company's subsidiaries have rich experience in the production of antiviral pharmaceutical intermediates and strong commercial production capacity, the company is constantly strengthening R & D and cooperating with lingfu Pharmaceutical Research Institute. Now it has the R & D and production capacity of covid-19 therapeutic drug intermediates. It is expected to enter the supply chain system of covid-19 therapeutic drug production of Pfizer and other companies.
From the questions and answers of these investors and listed companies, it can be seen that many investors try to associate Jiangxi Fushine Pharmaceutical Co.Ltd(300497) with Pfizer's covid-19 products; Jiangxi Fushine Pharmaceutical Co.Ltd(300497) indicates that the company has provided covid-19 drug intermediates and APIs to customers. As for who it is, it has not been announced yet.
What attracted investors' attention was that on January 18, a summary of Jiangxi Fushine Pharmaceutical Co.Ltd(300497) chairman exchange was widely disseminated on the Internet. In the document, the chairman of Jiangxi Fushine Pharmaceutical Co.Ltd(300497) said that the company has clearly supplied Pfizer in the field of covid-19 drugs.
However, on the evening of January 19, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) issued an information announcement on research activities, which did not contain the above contents. Some investors suspect that the document is intended to be released by listed companies to bid up share prices.
Therefore, the answer to the question whether Jiangxi Fushine Pharmaceutical Co.Ltd(300497) supplies Pfizer in covid-19 drug field is confusing, which is also the reason why Jiangxi Fushine Pharmaceutical Co.Ltd(300497) is questioned to deliberately rub the hot spot.
performance just exploded
With the concept of lithium battery and covid-19, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) seems to meet the imagination of all investors. According to the data of the Dragon Tiger list, Minmetals Securities Shanghai Hankou Road Securities Business Department boarded the Dragon Tiger list on January 19, January 20 and January 24, with a cumulative net sales of 276 million yuan, becoming the biggest winner of this round of speculation. The second biggest winner is the shareholder Zhejiang Yongtai Technology Co .Ltd(002326) of Jiangxi Fushine Pharmaceutical Co.Ltd(300497) .
The biggest loser is not only the vast number of scattered people, but also individual hot money. According to the market value report, some hot money in Jiangsu and Zhejiang were hacked and wanted to protect their rights.
In addition to the rise and fall of the stock price, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) 's performance forecast also attracted attention.
On January 24, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) released the performance forecast for 2021. It is estimated that the net profit from equity return in 2021 will be 43.8-63.8 million, a year-on-year decrease of 80.02% - 86.28%.
As for the reason for the year-on-year decline in net profit attributable to shares, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) said that it was the sharp rise in the price of raw materials of products, which led to the sharp increase in the company's procurement costs; At the same time, affected by market demand, epidemic situation and other factors, the sales volume and price of some products decreased year-on-year, resulting in reduced profits; It is estimated that the impact of non recurring profits and losses on the company's net profit is about - 70 million yuan to - 50 million yuan.
