On March 4, Shanghai Kaikai Industry Company Limited(600272) issued a stock trading risk warning announcement, saying that the company’s industry is retail, not Chinese medicine, and does not involve covid-19 treatment related businesses; The company is mainly engaged in pharmaceutical circulation and clothing sales, and does not have the capacity of pharmaceutical R & D and production.
This is the fourth risk warning announcement issued by the company since the beginning of this year. Within two months, Shanghai Kaikai Industry Company Limited(600272) accumulated an increase of 78.42%. As of the closing on March 4, the quotation per share was 13.31 yuan, and the market value of the company was 2.427 billion yuan.
clarify media reports
In the risk warning announcement, Shanghai Kaikai Industry Company Limited(600272) said that the company recently paid attention to media reports and listed the company as an enterprise in the traditional Chinese medicine industry and covid-19 treatment industry. According to the industrial classification of national economy (GB / t47542011), the guidelines for industrial classification of listed companies (CSRC Announcement No. 2012 [31]) issued by the CSRC and the main business of the company, the industry of the company is retail, not Chinese medicine, and does not involve covid-19 treatment related businesses; The company does not have the capacity of pharmaceutical R & D and production.
It is not difficult to find from the annual report of 2021 that Shanghai Kaikai Industry Company Limited(600272) is mainly engaged in pharmaceutical circulation and clothing sales. Among them, the pharmaceutical circulation revenue accounts for more than 80%, which mainly comes from the wholesale and retail of Chinese and Western patent medicines, the pharmaceutical services of traditional Chinese medicine with the Chinese time-honored brand “leiyunshang” as the brand, and the sales of high-grade tonics of the independent brand “shanglei” (Maple bucket, Cordyceps sinensis, bird’s nest, sea cucumber, etc.).
In 2021, the operating revenue of the company’s pharmaceutical sector was 579 million yuan, a year-on-year decrease of 11.29%; The gross profit margin was 25.05%, with a year-on-year increase of 0.31 percentage points. The announcement said that during the reporting period, the pharmaceutical business was 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, the revenue of Lexi pharmaceutical circulation business, a wholly-owned subsidiary of Shanghai Kaikai Industry Company Limited(600272) decreased year by year, In the face of adverse conditions, Lacey actively took countermeasures, adjusted the sales structure and reduced the sales proportion of low-yield products.
Shanghai Kaikai Industry Company Limited(600272) said that in order to fully implement the strategic transformation of “great health”, the company tried to explore the expansion and cultivation of business in the three core sectors of medical health, medical health and medical care health, but the business transformation needs a long cultivation period, which is difficult to help the growth of the company’s profits in the short term.
dragon tiger list reveals traces of funds
According to the data of the dragon and tiger list released on March 3, buying a seat is a well-known hot money seat Huatai Securities Co.Ltd(601688) headquarters, with a purchase of 233831 million yuan; The second seat is Huaxin Securities Shanghai Branch, with a purchase of 115146 million yuan; The third seat is China stock market news securities Lhasa East Ring Road, with a purchase of 7.4165 million yuan.
Last year, Shanghai Kaikai Industry Company Limited(600272) was also rumored by the market that “the wholly-owned subsidiary Shanghai leiyunshang has the state secret formula for the production of Liushen pills”. Although the company has issued clarification announcements for many times, stating that “there is no national confidential pharmaceutical formula and no production business of Liushen Pill”, the enthusiasm of the secondary market remains unchanged. From December 31, 2021 to January 12, 2022, the company closed eight daily limit sectors in a row.
It is worth pondering that when Shanghai Kaikai Industry Company Limited(600272) the round rose, the above seats also entered and sat on the dragon and tiger list. According to the dragon and tiger list on December 31, 2021 and January 4, 2022, Huaxin Securities Shanghai Branch bought 5.048 million yuan and 5.0862 million yuan respectively; According to the dragon and tiger list on January 7, Huatai Securities Co.Ltd(601688) headquarters bought 187818 million yuan; According to the dragon and tiger list on January 13, China stock market news securities bought 9.6082 million yuan and 8.7735 million yuan respectively for the two seats in Lhasa east ring road.
