Another demon stock was suspended for verification!
On December 30, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) reached the 20% limit again, rising 140% in nine trading days. After hours, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) disclosed the announcement of serious abnormal fluctuations in stock trading and suspension verification.
Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) suspension verification
On December 30, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) announced that the cumulative deviation of the closing price increase of the stock trading price for 10 consecutive trading days from December 17, 2021 to December 30, 2021 reached 102.20%. According to Article 4.3 of the special provisions on GEM trading of Shenzhen Stock Exchange, the above circumstances belong to serious abnormal fluctuations in stock trading.
Due to the serious abnormal fluctuation of the company's share price recently, in order to safeguard the interests of the majority of investors, the company will check the serious abnormal fluctuation of stock trading in accordance with article 8.1.2 of the Listing Rules of gem shares of Shenzhen Stock Exchange (revised in December 2020).
Upon the application of the company, the trading of the company's shares shall be suspended from the opening of the market on December 31, 2021 and resumed after the disclosure of the verification announcement. The company reminds investors to pay attention to the transaction risks in the secondary market, make rational decisions and invest prudently.
Previously, the company disclosed the announcement of abnormal fluctuation of stock trading and risk warning, saying that after self inspection, the company did not violate the fair disclosure of information; There is no need to correct or supplement the information disclosed by the company in the early stage.
It is understood that Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) is a national high-tech enterprise integrating new drug R & D, traditional Chinese medicine processing, production and operation. It has an independent and complete procurement, production and sales system. The company independently organizes production and operation activities according to its own situation and market dynamics. There are 4 exclusive varieties of Yuanhu Zhitong dropping pills, tannic acid berberine film, Qiwei Wenyang capsule and suanzaoyouren dropping pills. The net profit of the company in the first three quarters of 2021 was -8.1868 million yuan, the net profit attributable to the shareholders of the listed company after deducting non recurring profits and losses was -15.6122 million yuan, and the company suffered a loss in the first three quarters.
20000 investors were stunned
The trading of bull stocks was suddenly suspended, and the investors of Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) were stunned. Someone said: "the big demon stock is going to be locked up in a small black house." "This stock should be well investigated."
As of December 20, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) had 19000 shareholders.
front line investment appears on the dragon and tiger list
According to the trading public information of Shenzhen Stock Exchange on December 30, 2021, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) is listed on the dragon and tiger list because it belongs to the top five securities with a daily increase of 15% and the securities with a cumulative deviation of 100% from the daily closing price increase during serious abnormalities. Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) on that day, the turnover rate was 33.09%, the amplitude was 27.06%, and the turnover was 1.302 billion yuan.
According to the data, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) bought a position of "first-line hot money" Caitong Securities Co.Ltd(601108) Shangtang Road, Hangzhou, and the net purchase amount on that day was 38.1093 million yuan; Buying two and selling one are institutional seats, with a net purchase of 23.5268 million yuan on the same day.
Chinese medicine sector is hot
On December 30, the traditional Chinese medicine sector was active again, and many stocks rose rapidly in the afternoon. Kunming Longjin Pharmaceutical Co.Ltd(002750) 7 connecting plate, Jinghua Pharmaceutical Group Co.Ltd(002349) 5 connecting plate. Datang pharmaceutical, a listed company on the Beijing stock exchange, rose by 30%. In addition, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) , Jinghua Pharmaceutical Group Co.Ltd(002349) , Kunming Longjin Pharmaceutical Co.Ltd(002750) , Yabao Pharmaceutical Group Co.Ltd(600351) , Qinghai Spring Medicinal Resources Technology Co.Ltd(600381) took the lead in raising the limit. Zitong palace, Bio Valley, Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) also rose by more than 10%, and Guangyuyuan Chinese Herbal Medicine Co.Ltd(600771) , Jianmin Pharmaceutical Group Co.Ltd(600976) followed suit.
From the basic news, since December, many products in the traditional Chinese medicine sector have announced price increases. In early December, Beijing Tongrentang Co.Ltd(600085) raised the price of its Angong Niuhuang Pill to 860 yuan, an increase of nearly 10%; The ex factory price of "Angong Niuhuang Pill" under China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) has increased this year; Chongqing Taiji Industry (Group) Co.Ltd(600129) also adjusted the ex factory price of Huoxiang Zhengqi oral liquid, with an average increase of 12%.
The reason behind this round of price adjustment is the continuous rise in the costs of raw materials, auxiliary materials and energy. Nearly 80% of the prices of traditional Chinese medicine have increased this year, such as the prices of common Coptis, honeysuckle and scutellaria. Although the price rose, it did not affect sales, and even individual types of Chinese patent medicines were in short supply.
Previously, Jiuzhitang Co.Ltd(000989) responded to the price increase of raw materials of traditional Chinese medicine that the price of raw materials of traditional Chinese medicine increased generally due to the influence of climate, planting area and other factors, especially the scarcity of precious and fine raw materials and the contradiction between supply and demand. The company has been monitoring the price fluctuation of traditional Chinese medicine raw materials, predicting the price trend, and formulating corresponding procurement strategies to deal with the risk of price fluctuation. The company will adopt different pricing strategies according to different products, comprehensively considering cost changes, policies, product audience and market environment.
Anxin International said that in recent years, the state has successively issued documents to support the development of traditional Chinese medicine and the development of traditional Chinese medicine industry. Most brand traditional Chinese medicine are sold on OTC side, which is relatively less affected by medical insurance policies. At present, it is recommended to actively layout the high-quality targets of the undervalued traditional Chinese medicine sector.
Capital Securities said that the heat of the traditional Chinese medicine sector has increased and focused on new opportunities for the development of brand traditional Chinese medicine. Recently, with policy support and price increase catalysis, traditional Chinese medicine enterprises with low valuation and strong brand influence in the past have attracted attention. In the past two years, a number of incentive policies have been issued, the traditional Chinese medicine industry has ushered in new opportunities for development, and the operation of traditional Chinese medicine enterprises is expected to achieve marginal improvement. According to the analysis of capital securities, the brand Chinese patent medicine has both drug and consumption attributes. It has strong independent consumption and is positioned at consumption upgrading. It is basically not affected by the drug price reduction of medical insurance. On the contrary, due to the restriction of precious Chinese herbal materials in recent years, the price has increased significantly.
Sinolink Securities Co.Ltd(600109) the research report said that with the promotion of favorable policies for many years, the traditional Chinese medicine industry has ushered in new opportunities. In recent years, the state has successively issued relevant policies for the development of traditional Chinese medicine industry, which continue to promote the coordinated development of Chinese and Western medicine. Chinese patent medicine and other products are included in the scope of centralized purchase, which is expected to promote the admission of traditional Chinese medicine into the hospital and broaden the large-scale channels. In addition, the traditional Chinese medicine industry is highly dependent on upstream traditional Chinese medicine raw materials. With the stricter supervision of traditional Chinese medicine and the rise of its price, it will increase the cost pressure of traditional Chinese medicine enterprises. Due to its obvious advantages in the OTC category, the main sales channels of traditional Chinese medicine are concentrated in the retail end and self-supporting rather than, and only a few are included in the centralized purchase list. Driven by the market demand and the attention of pharmacies, traditional Chinese medicine has high price maintenance ability.
(China Fund News)
