Northern stock exchange bull stocks, covid-19 pharmaceutical concept stocks, senxuan pharmaceutical has just released a performance express, with a decline in profits. Just a dozen days ago, the major shareholder of senxuan pharmaceutical, which holds more than 5% of the shares, just announced that it would reduce its holdings.
In the stock bar, netizens are worried about the news of declining performance and the impact on the stock price; However, some netizens saw in the announcement that China's market development and price increase were good.
10x bull stock performance decline
Covid-19 pharmaceutical concept stock, big bull stock of Beijing stock exchange, senxuan pharmaceutical, just released the performance decline announcement on February 23.
According to the performance express of senxuan pharmaceutical, the company realized an operating revenue of 564 million yuan in 2021, with a year-on-year increase of 2.25%; The net profit attributable to the parent company was 131 million yuan, a year-on-year decrease of 9.59%; The profit after deduction was 124 million yuan, a year-on-year decrease of 6.72%; The basic earnings per share is expected to be 0.3068 yuan / share, a year-on-year decrease of 16.99%.
Senxuan pharmaceutical said that the reason why the increase in revenue did not increase profits last year was that, on the one hand, due to the covid-19 epidemic, the company's export revenue decreased significantly, but at the same time, due to the influence of the double control and double reduction policy, the company covered the decline in export revenue by strengthening the development of Chinese customers and raising product prices; On the other hand, affected by the above two factors, the prices of chemical raw materials and energy increased and the international logistics cost increased significantly, resulting in the decline of the company's overall gross profit.
Senxuan pharmaceutical is a manufacturer of chemical APIs and pharmaceutical intermediates. Senxuan pharmaceutical is responsible for the production and sales of ritonavir series pharmaceutical intermediates, but has not yet carried out the production and sales of ritonavir APIs. It is considered to be covid-19 specific drug concept stock.
Paxlovid, known as covid-19 specific drug, is a combination of pf-07321332 and ritonavir. Minsheng Securities believes that paxlovid's China has been approved to further expand the target group, and the breakthrough of domestic covid-19 medicine is imminent, which is expected to further benefit the API (active drug ingredient) industrial chain.
Senxuan pharmaceutical is a big bull stock of the Beijing stock exchange. From the bottom of 4.07 yuan at the beginning of 2021 to the high of 38.78 yuan this year, it is 9.5 times the bottom at that time and almost 10 times the big bull stock. The market hypes covid-19 concept drug.
The performance of is lower than the expectation of securities companies, and netizens are worried about the decline of share price
The performance declined, and from the perspective of the net profit of 150 million yuan in 2021 predicted in the previous research report of securities companies, it was lower than the expectation of securities companies. According to the Research Report of Kaiyuan securities in September 2021, the net profit of senxuan medicine in 2021 is expected to be 150 million yuan.
According to Kaiyuan securities, senxuan pharmaceutical is a leading enterprise of API with Chinese characteristics, and M & A helps accelerate its growth: senxuan pharmaceutical is a leading enterprise of API with Chinese characteristics. Through M & A, it has completed the upstream and downstream integration of the industrial chain and the expansion of subdivided fields. At present, it has formed a collaborative layout of intermediates and API. Driven by volume procurement, aging and expiration of patented drugs, the prospect of characteristic API industry is promising, and the company will benefit from industrial policy support and industrial development dividends. At the same time, driven by the rapid growth of downstream lithium battery demand, the company's oxyheterocyclic business will usher in accelerated development. It is estimated that the net profit attributable to the parent company from 2021 to 2023 will be 150 / 176 / 213 million yuan respectively.
In the stock bar of senxuan medicine, netizens were also worried that the decline in performance might be bad for the stock price. Some netizens regretted adding positions at the end of the day, and some said they could run away. However, some netizens said that they could see the company's development of the Chinese market and the price increase of products, which was good.
More than 5% of the shareholders of have just announced that they want to reduce their holdings of
On February 10, Tong Zhenming, a shareholder holding more than 5% of senxuan pharmaceutical, announced the reduction. The restriction on the sale of shares held by this shareholder had just been lifted at the end of January this year. Tong Zhenming holds 36.7418 million shares, accounting for 8.6% of the share capital, and plans to reduce his holdings by no more than 4.2692 million shares. The reason for the reduction is personal capital needs.
