A year after the medical dispute with Aier Eye Hospital Group Co.Ltd(300015) , AI Fen, a well-known anti epidemic doctor and director of the emergency department of Wuhan Central Hospital, released four microblogs, pointing directly at Aier Eye Hospital Group Co.Ltd(300015) (300015. SZ) bribery, pushing the listed company with a market value of 200 billion yuan to the forefront of public opinion again.
From January 6 to 9, Aifen successively released four lists on her microblog, questioning that Aier Eye Hospital Group Co.Ltd(300015) bribed doctors and national public officials.
On January 9, AI Fen told the Red Star capital bureau that who introduced the patient to Aier Eye Hospital Group Co.Ltd(300015) , Aier Eye Hospital Group Co.Ltd(300015) gave a rebate to the "referrer" according to a certain proportion according to the operation cost of the patient, mostly about 10% - 20%, and "referral fee refers to rebate".
Subsequently, the Red Star capital Bureau called some referrals in the list. One of them said that he did introduce the patient to Aier Eye Hospital Group Co.Ltd(300015) hospital. When asked whether the collection of referral fee was illegal, the referrer frankly said: "illegal", and said that he had "told the truth" to the hospital and waited for the leaders to deal with it.
The dispute between Aifen and Aier Eye Hospital Group Co.Ltd(300015) began with a cataract operation. Since December 2020, the two sides are still arguing. AI Fen told the Red Star capital Bureau: "not long ago, Aier Eye Hospital Group Co.Ltd(300015) contacted me through an intermediary, hoping to spend millions to settle, but I refused." On January 9, Hongxing capital Bureau called Aier Eye Hospital Group Co.Ltd(300015) board secretary Wu Shijun by telephone and SMS to inquire about the settlement fee, but no response has been received yet.
In the year of Aifen's rights protection, the market value of Aier Eye Hospital Group Co.Ltd(300015) has evaporated nearly 190 billion yuan from the highest point, and the share price has nearly halved. Today's "bribery" storm has made Aier Eye Hospital Group Co.Ltd(300015) much more questioned
four lists of famous doctors
directly point to Aier Eye Hospital Group Co.Ltd(300015) bribery
From January 6 to 9, Aifen successively released four lists on her microblog, questioning that Aier Eye Hospital Group Co.Ltd(300015) bribed doctors and national public officials.
In the list, the "referrer" will charge 6% - 15% of the operation fee as the "referral fee", and the position of the "referrer" involves many hospitals and clinics in Suqian City, Jiangsu Province, and some are relevant national public officials.
In the list posted by Aifen, the patient's information is recorded, including name, operation date, disease type and operation cost. On the other hand, the information of the "referrer" is recorded in detail, including name, position, amount, and even the opening bank, bank card number and transfer date.
It is worth noting that the positions of these recorded "referrals" involve many hospitals and clinics in Suqian City, Jiangsu Province, including Gulou people's Hospital, Sucheng District People's Hospital, Shuyang traditional Chinese medicine hospital, etc. there are also individual "referrals" marked as relevant national public officials.
Red Star capital Bureau noted that the four lists posted by Aifen are named after the "seasonal wage account for borrowing". The operation date is concentrated from 2017 to 2019. The patients\' diseases include femtosecond wave difference, cataract, full flight, corneal shaping lens and other related ophthalmic operations, and the operation cost ranges from 1000 yuan to 13000 yuan, The amount of "referrals" involved is about 6% - 15% of each operation fee.
According to the statistics of Red Star capital Bureau, in the list in 2017, the operation fee was 1.33 million yuan, involving about 180000 yuan of "referrals"; In the list of 2018, the total operation cost was 3.09 million yuan, and the amount involving the "referrer" was about 500000 yuan; In the list of 2019, the total operation cost is 680000 yuan; The amount involved in the "referrer" is about 100000 yuan.
In the microblog, AI Fen questioned Aier Eye Hospital Group Co.Ltd(300015) , "does such a large amount and so many people constitute the crime of bribery?"
on January 9, in an exclusive interview with the Red Star capital Bureau, AI Fen told the Red Star capital bureau that the source of the list she disclosed was a microblog netizen who followed her and an employee of Aier Eye Hospital Group Co.Ltd(300015) .
a "referrer" said that he had indeed introduced the patient
knew about the "violation" and was waiting for processing
After Aifen released her microblog, it caused a lot of heated discussion. Some netizens said: they hope the relevant departments can thoroughly investigate it according to the list. Some netizens said that there are a large number of people involved in the list, including some well-known hospitals in Suqian City, and they have doubts about the authenticity of the list.
In this regard, on January 9, the Red Star capital Bureau called some of the referrals in the list. Two referrals said that it was too long to remember this matter.
Another referrer said that he did introduce the patient to Aier Eye Hospital Group Co.Ltd(300015) hospital. "He introduced a child who was going to be a soldier to have myopia surgery and charged a referral fee of more than 2000 yuan". When the Red Star capital Bureau asked whether the collection of referral fees was illegal, the referrer frankly said: "illegal", and said that he had "told the truth" to the hospital and waited for the leaders to deal with it.
Another referrer told the Red Star capital Bureau: "when patients come to consult myopia surgery, they will tell them that only two hospitals in Suqian can do it (one of them is Aier Eye Hospital Group Co.Ltd(300015) ), and the others are in other cities, but I can\'t remember whether I have received a referral fee for Aier Eye Hospital Group Co.Ltd(300015) ."
In addition, according to upstream news reports, the two referrals on the list said that the rebate had been refunded and they had been criticized by the unit. After being reported in 2019, they never introduced patients to Jiangsu Suqian kangaier five sense hospital Co., Ltd.
In response to this, on January 9, red star capital Bureau called Suqian Health Committee. As of press time, it has not been connected yet.
On January 9, Hongxing capital Bureau tried to contact Wu Shijun, the Aier Eye Hospital Group Co.Ltd(300015) board secretary. The other party hung up on the ground that he was boarding
the hospital involved is closely connected with Aier Eye Hospital Group Co.Ltd(300015)
Insider: the public officer has handled it, which is a normal human relationship
Red Star capital Bureau learned from Aifen that the hospital involved in the disclosure of the list is Suqian Kekang Aier facial features hospital. In November 2021, the hospital was renamed Suqian Aier Eye Hospital Group Co.Ltd(300015) hospital Co., Ltd.
According to tianyancha app, Suqian Aier Eye Hospital Group Co.Ltd(300015) hospital Co., Ltd. was established in June 2015 with a registered capital of 18.5 million yuan and a staff size of 50-99. Nanjing vision medical industry investment partnership, Tianjin Aixin enterprise management partnership, Suqian vision medical management partnership and Shanghai Shikuo enterprise management partnership are the shareholders of Suqian Aier Eye Hospital Group Co.Ltd(300015) hospital Co., Ltd.
According to the interim report of Aier Eye Hospital Group Co.Ltd(300015) 2021, Suqian Aier Eye Hospital Group Co.Ltd(300015) hospital Co., Ltd. is not a participating subsidiary of Aier Eye Hospital Group Co.Ltd(300015) .
However, the Red Star capital Bureau found that the legal representative of Suqian Aier Eye Hospital Group Co.Ltd(300015) hospital Co., Ltd. is Zhou Ming, which has a very close relationship with Aier Eye Hospital Group Co.Ltd(300015) hospital. In the public introduction, he is the executive director and general manager of Handan Aier. In addition, he also serves as the legal representative and senior executive of Aier Eye Hospital Group Co.Ltd(300015) hospital Co., Ltd. in Xianyang, Ganzhou, Quanzhou and other places.
On the evening of January 8, according to Red Star News, an insider of Suqian Aier Eye Hospital Group Co.Ltd(300015) hospital responded that the so-called rebate is a referral fee in the hospital, which is a very common phenomenon. "This is a hidden rule of the industry. It exists in any industry. Even if we are brothers, we should always thank me for introducing you to work." The insider said that the referral fee is also a kind of labor fee, which exists among doctors in many hospitals.
The insider said that the operation expenses of patients were within the scope of medical insurance, but Aier Eye Hospital Group Co.Ltd(300015) took out part of the profits to thank the referrer. The insider also said that the public officials involved had been dealt with before Aifen was exposed. "This is just normal (human relations), but public officials can\'t have (kickbacks)."
"(referral fee) is always better than receiving red envelopes. It's just business. It's like live broadcasting with goods. You always have to give the anchor a commission." The insider said that as long as the hospital starts to operate, the referral fee will always exist, which is a phenomenon in any hospital. "It's just that Aifen made this matter big because of the previous operation problem (the dispute with Aier Eye Hospital Group Co.Ltd(300015) )."
the year long medical dispute has not yet reached a conclusion
Aifen: Aier Eye Hospital Group Co.Ltd(300015) I hope to settle millions
The dispute between Aifen and Aier Eye Hospital Group Co.Ltd(300015) began with a cataract operation.
AI Fen said that in May 2020, she underwent intraocular lens implantation for cataract treatment in Wuhan Aier Eye Hospital Group Co.Ltd(300015) hospital after being introduced by an acquaintance doctor who was re employed by Aier Eye Hospital Group Co.Ltd(300015) after retirement from a third-class hospital. However, after the operation, alfin's cataract did not improve, but her postoperative vision was worse.
On October 23, 2020, Aifen's retina fell off and soon became blind in the whole right eye, so she had to undergo three operations in Wuhan Central Hospital. In Aifen's opinion, the 29000 yuan lens implantation operation is "unnecessary", Aier Eye Hospital Group Co.Ltd(300015) and there are non-standard behaviors in the operation process: the preoperative examination is not careful and the retinal problems are not found in time.
During this period, Aifen questioned that her inspection data had been tampered with and exchanged. AI Fen said she asked Aier Eye Hospital Group Co.Ltd(300015) for the initial inspection photos, but Aier Eye Hospital Group Co.Ltd(300015) vice president Wang Yong sent her a fake inspection photo.
On December 31, 2020, Wuhan Aier Eye Hospital Group Co.Ltd(300015) hospital issued a statement that the patient's right eye was high myopia complicated with cataract and had surgical indications. All links such as preoperative examination, operation and postoperative reexamination were in line with medical norms.
The focus of the dispute between the two sides is whether the hospital carefully examined Aifen's fundus before intraocular lens implantation.
On January 4, 2021, Aier Eye Hospital Group Co.Ltd(300015) released a self-examination report on an emergency visit to Wuhan, saying that "Wuhan Aier Eye Hospital Group Co.Ltd(300015) hospital had problems in the implementation of medical management standards and weak sense of responsibility in this incident." However, the report insists that the retinal detachment of the patient's right eye is not directly related to the cataract surgery.
Aier Eye Hospital Group Co.Ltd(300015) and Aifen fell into a dispute again. Until now, there is still no final conclusion.
On January 9, AI Fen told the Red Star capital Bureau: "not long ago, Aier Eye Hospital Group Co.Ltd(300015) contacted me through an intermediary, hoping to spend millions to settle, but I refused." AI Fen said that her appeal is very simple, that is, Aier Eye Hospital Group Co.Ltd(300015) publicly restore her medical experience, give real medical information, and then go through legal procedures. Aier Eye Hospital Group Co.Ltd(300015)
under the "bribery" storm, the market value of Aier Eye Hospital Group Co.Ltd(300015)
evaporated nearly 200 billion, and the expansion model was questioned
After Aifen's medical dispute, the current "bribery" storm once again makes al ophthalmology controversial.
Red Star capital Bureau noted that cataract surgery in dispute with Aifen has always been one of the most important sources of income for Aier Eye Hospital Group Co.Ltd(300015) .
According to the financial report, the revenue of Aier Eye Hospital Group Co.Ltd(300015) cataract surgery project in 2017 was 1.714 billion yuan, accounting for 23.77%; In 2018, the revenue was RMB 1.544 billion, accounting for 19.29%; In 2019, the revenue was 1.76 billion yuan, accounting for 17.62%. In the 12 years since its listing, Aier Eye Hospital Group Co.Ltd(300015) has always been a star stock in the capital market. Behind its popularity, it is inseparable from the rapid expansion of Aier Eye Hospital Group Co.Ltd(300015) .
The expansion speed of Aier Eye Hospital Group Co.Ltd(300015) can be seen from a set of data. According to the prospectus disclosed by the company in 2009, at that time, 19 chain ophthalmic hospitals were established in 12 provinces across the country. In 2008, the total number of outpatients was 631100 and the number of operations was 66400. As of June 30, 2021, the company has 155 hospitals and 107 outpatient departments in China, with 4.7904 million outpatient visits and 405400 operations in half a year.
However, the high growth of Aier Eye Hospital Group Co.Ltd(300015) share price is largely due to its continuous expansion of hospital scale through M & A investment, resulting in performance growth. An important way of its expansion is to cultivate in vitro through M & a funds, and then acquire and enter the listed company after the hospital operation is mature.
It is this investment model that Aier Eye Hospital Group Co.Ltd(300015) not only realizes its rapid expansion, but also reduces the pressure of investment risk. Red Star capital Bureau noted that from 2014 to 2020, the revenue of Aier Eye Hospital Group Co.Ltd(300015) soared from 2.402 billion yuan to 11.912 billion yuan, nearly five times; The net profit soared from 309 million yuan to 1.724 billion yuan, an increase of 4.4 times. The gross profit margin of the company is basically stable at 13% - 15%; The net interest rate is maintained at 45% - 50%.
This expansion continues. According to incomplete statistics of Red Star capital Bureau, in 2021 alone, Aier Eye Hospital Group Co.Ltd(300015) successively acquired nearly 30 ophthalmic hospitals.
Under the M & A fund model, Aier Eye Hospital Group Co.Ltd(300015) often acquires hospital projects at a high premium to obtain income, which also leads investors to question the transfer of interests and damage the interests of minority shareholders.
In the year of Aifen's rights protection, the market value of Aier Eye Hospital Group Co.Ltd(300015) has evaporated nearly 190 billion yuan from the highest point, the stock price has nearly halved, and well-known funds have fled one after another. Aier Eye Hospital Group Co.Ltd(300015) the third quarterly report of 2021 shows that star institutions such as e-fonda blue chip selected hybrid fund managed by Hillhouse group and Zhang Kun disappeared from the top ten shareholders.
Today's "bribery" storm has made Aier Eye Hospital Group Co.Ltd(300015) much more questioned. Can the Bull Stock story last with a market value of 200 billion?
dialogue effin -
on January 9, red star capital Bureau contacted AI Fen and asked about the causes and consequences of the matter. The following is the dialogue between red star capital Bureau and AI Fen:
The list is from Aier Eye Hospital Group Co.Ltd(300015) employees
report to the Commission for Discipline Inspection
Red Star capital Bureau: where did the list of reporting Aier Eye Hospital Group Co.Ltd(300015) come from?
AI Fen: he is a microblog user who pays attention to me. He is an employee of Aier Eye Hospital Group Co.Ltd(300015) . It is inconvenient to disclose the specific information. It must be the employee who can take out this list.
Red Star capital Bureau: why send you this list?
Evan: I think (the person who sent me the list) he is out of justice. I click on his microblog. It seems that he has been paying attention to my video and giving me microblog comments and likes.
Red Star capital Bureau: why publish this list about Aier Eye Hospital Group Co.Ltd(300015) on microblog?
AI Fen: I chose to make it public on microblog because it has a certain influence. I want you to know how Aier Eye Hospital Group Co.Ltd(300015) operates, how to expand and how to make crazy profits. I am still writing a letter to report this matter to the Commission for Discipline Inspection next week.
about the "referrer" and "referral fee"
unreasonable, illegal and non-compliance
Red Star capital Bureau: what do the "referrer" and "amount" in the list mean?
Evan: "amount" means rebate. For example, whoever introduces the patient to Aier Eye Hospital Group Co.Ltd(300015) , Aier Eye Hospital Group Co.Ltd(300015) will make a rebate according to a certain proportion according to the operation cost of the patient, most of which are about 10% - 20%.
Red Star capital Bureau: is this "amount" reasonable?
Evan: it must be unreasonable, illegal and informal.
Red Star capital Bureau: an insider of Suqian Aier Eye Hospital Group Co.Ltd(300015) hospital said that the so-called rebate is the referral fee in the hospital, which is a very common phenomenon and a normal human relationship.
Evan: I think half of what he said is right and half is wrong. Very common means that it is very common in Aier Eye Hospital Group Co.Ltd(300015) and absolutely not in the medical system. This is illegal. He said that this is a normal human relationship. I don't think he has any legal awareness. The whole Aier Eye Hospital Group Co.Ltd(300015) Group believes that violations of laws and disciplines are reasonable and compliant from top to bottom. It's really terrible.
year of rights protection
progress of the dispute between Aifen and Aier Eye Hospital Group Co.Ltd(300015)
Red Star capital Bureau: has there been any progress in the dispute with Aier Eye Hospital Group Co.Ltd(300015) this year?
Evan: ( Aier Eye Hospital Group Co.Ltd(300015) ) they always wanted to contact me privately. Not long ago, they found me through an intermediary and gave me millions to sign an agreement (settlement), which was categorically rejected by me.
Red Star capital Bureau: what is your appeal?
Evan: I want to publicly restore the real process of medical treatment, and then get my real medical treatment information, and then go through the legal procedures. Because only by making it public can more people know the truth. If Aier Eye Hospital Group Co.Ltd(300015) can deceive a patient with medical knowledge like me, they can take the same approach to nearly 10 million patients who entered Aier Eye Hospital Group Co.Ltd(300015) .
(source: Red Star capital Bureau)
