Wang Sicong's artillery fire is aimed at Lianhua Qingwen Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) stock price, but it's "half beat" what's the matter?

Wang Sicong released a microblog, which pushed Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) to the cusp of the recent explosion due to continuous flower and anti plague

Wang Sicong's microblog of "shelling" Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) was released on April 14. However, on that day, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) pulled up and sealed the daily limit. Instead, on April 15, the next day, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) intraday limit fell, and finally closed at 35.99 yuan / share, with the market value evaporated by 6.782 billion yuan.

Wang Sicong: the CSRC should strictly investigate Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603)

At about 13:00 on April 14, a microblog forwarded by Wang Sicong aroused heated discussion. He wrote on the microblog: "the CSRC should strictly investigate Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) ..."

That's what made everyone look confused. What's the matter?

In response to comments on the Internet, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) soon responded positively: "For the news on Weibo, please point out the specific problems and sources, and we will answer the specific contents. From clinical trials, to specific experimental data, and then to covid-19 pneumonia diagnosis and treatment plan, including indications and instructions, we have complete evidence and report disclosure. We can't ask questions at will because of the three words' Wang Sicong '. Just listen to and vote for some comments on the Internet Please screen the investors. "

Then, an hour later, Wang Sicong re edited the microblog and changed it to a video forwarded by the "bedtime editorial department". The video content was "who recommended 'Lianhua Qingwen', who told you"

So, does the who recommend Lianhua Qingwen?

In March 17th this year, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) announced that the company's Lianhua Qingwen capsule (granule) was included in the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth), which is listed as a light and ordinary recommendation drug in the observation period of traditional Chinese medicine treatment and clinical treatment (confirmed cases).

At the end of March, the World Health Organization released the report of the "who expert evaluation meeting on the fight against covid-19 pneumonia with traditional Chinese medicine" on its official website. The report pointed out that traditional Chinese medicine can effectively treat covid-19 pneumonia, reduce the conversion of mild and common cases to severe cases, shorten the virus clearance time and improve the clinical prognosis of patients with mild and common covid-19 pneumonia.

Perhaps the release of the two information successively and the recent publicity of Lianhua Qingwen in the treatment of covid-19 pneumonia have finally become one of the reasons why Wang Sicong forwarded the video.

When the reporter of the international finance news asked Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) for confirmation, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) said in his reply: "the company has never said on any occasion that" the who 'recommends' Lianhua Qingwen ". The report of the expert evaluation meeting of the World Health Organization on the treatment of covid-19 pneumonia with traditional Chinese medicine recognizes the efficacy of traditional Chinese medicine including Lianhua Qingwen for covid-19 pneumonia."

Lianhua Qingwen product was stir fried

Since the outbreak of covid-19 in 2020, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) has been active in the front line of anti epidemic. As one of the "three drugs and three parties", Lianhua Qingwen, the company's product, was included in the covid-19 diagnosis and treatment plan from the fourth edition to the ninth edition, and is recommended for observation, light and ordinary covid-19 patients.

Since then, Lianhua Qingwen has become a "net red" product. It has not only become a common cold medicine at home in China, but also sold abroad. It has obtained registration approval or import license in 27 countries and regions such as Russia, Canada, Indonesia and Kuwait.

It is understood that when the overseas epidemic is serious, Lianhua Qingwen capsule is even "hard to find one drug", and the price is fried to up to 300 yuan a box.

As for the severe situation of the current epidemic in China and the sharp increase in demand, the reporter asked whether the price of Lianhua Qingwen would rise, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) said: "the price of Lianhua Qingwen has not been adjusted. The company has completed a series of capacity improvement work last year. At present, the company has sufficient capacity, and can adjust the production plan in time according to the market demand to ensure the production and supply of products."

With the sharp rise in demand for Lianhua Qingwen capsule, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) opened the performance explosion period in 2020 Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) 2020 achieved revenue of 8.782 billion yuan, a year-on-year increase of 50.76%; The net profit attributable to the parent company was 1.219 billion yuan, a year-on-year increase of 100.95%. By the first three quarters of 2021, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) of Lianhua Qingwen products had achieved an operating revenue of 3.37 billion yuan, accounting for 41.6% of the company's total revenue.

In this round of covid-19 epidemic in Shanghai, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) . On April 8, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) announced that the company decided to donate 50 million yuan of Lianhua anti plague materials to Shanghai through the China Red Cross Foundation. Previously, the company has donated Lianhua Qingwen capsule worth 11 million yuan to Shanghai through the China Red Cross Foundation and Shanghai Red Cross Society, which is the second batch of donations urgently needed for local epidemic prevention and control.

Or affected by Lianhua Qingwen, the Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) secondary market has risen all the way since this year, and the share price has risen from 15.92 yuan / share at the end of November 2021 to 43.12 yuan / share in April this year, up 63.07%.

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