Reduce holdings as soon as the ban is lifted!
Yesterday, senxuan pharmaceutical announced that Tong Zhenming, the second largest shareholder, plans to reduce its holdings of up to 4.2692 million shares, accounting for 1% of the total share capital. Based on the closing price of the day, the cash out was about 94.78 million yuan. The same day is also the day when senxuan pharmaceutical’s restricted shares were lifted from listing.
Affected by this news, the share price of senxuan medicine once fell nearly 10% today. As of the close, the share price fell 9.01% to 20.20 yuan / share.
the second shareholder announced a reduction of nearly 100 million yuan
share price fell by nearly 10%
Senxuan pharmaceutical announced on February 9 that Tong Zhenming, a shareholder holding 36.74 million shares and accounting for 8.60% of the total share capital, plans to reduce his shares by no more than 4.27 million shares in the six months from March 3 to September 2. The reduction is through centralized bidding, and the reason for the reduction is personal capital needs.
According to the closing price of senxuan medicine on February 9 of 22.2 yuan / share, the market value of Tong Zhenming’s reduction is about 94.78 million yuan. According to the announcement of lifting the ban on shares issued by senxuan medicine on January 28, Tong Zhenming’s 36.74 million shares had just been lifted on February 9.
According to the data, Tong Zhenming is the second largest shareholder of senxuan medicine and the first natural person shareholder, with a shareholding ratio second only to the controlling shareholder of senxuan medicine Jinghua Pharmaceutical Group Co.Ltd(002349) (002349).
In fact, Tong Zhenming was not the only one who reduced the shareholding of senxuan medicine. After the record high share price of 38.78 yuan / share was set on January 20, that night, director Cheng Jian, director and deputy general manager Jiang Chunjuan, and Director Secretary and financial director Zhu Shizhang announced the reduction at the same time, with a reduction of no more than 25000 shares per person.
catch the “lithium battery” Dongfeng
was wildly hyped by hot money and climbed the dragon and tiger list in nearly 20 days in January
As it is said to be the covid-19 oral drug raw material supplier of Pfizer, the global pharmaceutical leader, senxuan medicine has been hyped by active hot money such as the second business department of Tuanjie Road, Lhasa, Dongcai securities, although it has announced to deny the above rumors. Senxuan medicine has been on the dragon and tiger list for nearly 20 times this year. From the recent list of senxuan medicine, it mainly deals in the business department of securities companies, few institutional seats are bought, and the intention of hot money relay speculation is obvious.
In terms of performance, senxuan pharmaceutical achieved an operating revenue of 398 million yuan in the first three quarters of this year, a year-on-year decrease of 2.62%; The net profit was 98 million yuan, a year-on-year decrease of 9.75%. Although the data in the third quarterly report of senxuan pharmaceutical looks unsatisfactory, the weighted return on net assets of senxuan pharmaceutical achieved high growth from 2017 to 2020, which were 5.72%, 9.73%, 21.52% and 20.44% respectively. The gross profit margin and net profit margin have also increased significantly in the past three years. From 2018 to 2020, the gross profit margin of senxuan medicine was 38.34%, 44.47% and 48.33% respectively;
Senxuan pharmaceutical’s main business is APIs, pharmaceutical intermediates and oxygen-containing heterocyclic chemical intermediates. Oxygen containing heterocyclic chemical intermediates include dioxane, dioxane and other products. Dioxane products also involve “lithium battery”. Senxuan pharmaceutical dioxane products belong to the upstream solvent of lithium battery electrolyte. At present, they are mainly used in the primary battery field of lithium iron phosphate route. At present, senxuan pharmaceutical dioxane has an annual production capacity of 3000 tons, In the future, with the accelerated increase of Shanxi Guoxin Energy Corporation Limited(600617) automobile penetration rate, the demand for lithium batteries may drive the oxygen-containing heterocyclic business of senxuan medicine to continue to grow rapidly.
skyrocketed 178% in 7 days
previously, many shareholders cashed out at a high level
Senxuan pharmaceutical is the main body of Jinghua Pharmaceutical Group Co.Ltd(002349) ‘s API sector, and the listed company acquired 51% of its equity in March 2012. Since then, in 2018, Jinghua Pharmaceutical Group Co.Ltd(002349) further obtained its shares by increasing its holdings. As of the 2020 annual report, it held 72.31% shares of senxuan medicine.
In July 2020, senxuan pharmaceutical entered the selected layer of the new third board, and entered the highlight moment on November 15, 2021. It successfully appeared on the Beijing stock exchange and became one of the first 81 listed companies.
As a concerned listed company on the Beijing stock exchange, after two consecutive 30cm trading limits on December 29 and 30, 2021, senxuan pharmaceutical soared again on January 4, 2022, with an increase of 19.77%. From December 24, 2021 to January 4, 2022, the company has increased by more than 178%. This round of rise is mainly due to market speculation about the intermediates of ritonavir series of senxuan pharmaceutical products related to the ingredients of “covid-19 drugs”.
When the stock price was at a high level, several directors, supervisors and senior managers of senxuan pharmaceutical began to reduce their holdings. On January 20, the company announced that director Cheng Jian, director Jiang Chunjuan and senior management Zhu Shizhang planned to reduce their total holdings of no more than 75000 shares, accounting for 0.0177% of the total share capital of the company.
Senxuan pharmaceutical is Jinghua Pharmaceutical Group Co.Ltd(002349) the main source of income, and their stock price movements are highly similar. The share price of Jinghua Pharmaceutical Group Co.Ltd(002349) also soared, with a recent correction, and shareholders also planned to cash out at a high level. On December 23, 2021, Nantong variety Investment Co., Ltd., which holds 9.77% of the shares, and its persons acting in concert plan to reduce the shares by up to 2%. On January 4 this year, Zhou Yunzhong, the company’s director and general manager, planned to reduce his holdings by up to 966000 shares, accounting for 0.12% of the total share capital.
