Let's take a look at the important things between A-Shares and the epidemic on the 28th.
Intco Medical Technology Co.Ltd(300677) first quarter net profit
year on year decrease of 97.77%
On the 28th, Intco Medical Technology Co.Ltd(300677) nearly 100000 shareholders estimated to fry Intco Medical Technology Co.Ltd(300677) disclose the first quarterly report. In the first quarter of 2022, the company realized an operating revenue of 228786517400 yuan, a year-on-year decrease of 66.03%; The net profit attributable to the shareholders of the listed company was 8349307000 yuan, a year-on-year decrease of 97.77%; The basic earnings per share is 0.15 yuan / share.
The net profit of more than 80 million yuan in the first quarter immediately attracted the attention of the market. You know, Intco Medical Technology Co.Ltd(300677) also released the results of last year at the same time tonight. The annual report of 2021 shows that the company achieved an operating revenue of 16.24 billion yuan, a year-on-year increase of 17.37%, a net profit of 7.43 billion yuan attributable to shareholders of listed companies, a year-on-year increase of 6.04%, and a net profit of 7.386 billion yuan excluding non recurring profits and losses attributable to shareholders of listed companies, The year-on-year growth was 5.42%, and the basic earnings per share was 13.6 yuan.
In Intco Medical Technology Co.Ltd(300677) 2020, the operating revenue reached 13.837 billion yuan, a year-on-year increase of 564.29%; The net profit reached 7.007 billion yuan, a year-on-year increase of 382956%.
According to public information, Intco Medical Technology Co.Ltd(300677) was established in July 2009, headquartered in Zibo, Shandong Province, and changed from Zibo Intco Medical Technology Co.Ltd(300677) Products Co., Ltd. Its main business covers disposable gloves, wheelchairs, cold and hot compress, electrode pieces and other types of nursing products, among which disposable gloves are the core business. At present, it has become the second largest supplier of disposable protective gloves in the world and the largest supplier of disposable protective gloves in China.
Return to early 2020. At that time, the global epidemic broke out, and there was an extreme shortage of basic epidemic prevention supplies such as medical masks, gloves and protective clothing. Chinese enterprises resumed work and production earlier than overseas enterprises, which played a large part of the supply role.
The previously unknown Intco Medical Technology Co.Ltd(300677) has started a "dream journey": the company's share price was only 7.76 yuan / share at first, and then rose all the way. By January 25, 2021, it actually reached 299.99 yuan / share, with a cumulative increase of 3660% in more than a year. The market value of the company exceeded 100 billion, which is like a rocket launch. Therefore, it is also known as "glove grass" by the market.
However, in the capital market from 2021 to now, "glovegrass" did not show its skills. On the contrary, its share price began to fall all the way. Data show that its share price has been as low as 35.6 yuan / share.
At the same time, there are fewer and fewer institutional investors and more and more retail investors.
According to the analysis, in the post epidemic era, the market demand for epidemic related consumables is gradually returning to normal. After the short window period has passed, whether the growth of these enterprises can be sustained has become the most concerned issue in the capital market.
It is not difficult to understand the concern that enterprises will be beaten back to their original shape. "The rapidly expanding capacity is difficult to be consumed like the peak period. The hard costs have been invested, but the revenue may decline precipitously and the performance is under pressure," analysts said.
According to the analysis, it flourished due to the huge demand gap of anti epidemic materials in a short time, and declined due to intensified competition and falling demand. This is the common law of all anti epidemic concepts. In the period of huge material shortage, the complete seller's market, product prices soared, gross profit margin soared, and enterprise net profit increased exponentially; However, after the critical point of shortage has passed, the market will gradually transition to the buyer's market, the product price will fall, the gross profit margin will decline, and the net profit of enterprises will fall precipitously.
And tonight, the pressure is on Andon Health Co.Ltd(002432) who benefited from the epidemic.
Baiji China lost nearly 10 billion
According to the annual report disclosed by Baiji Shenzhou, the operating revenue in 2021 was 7.589 billion yuan, a year-on-year increase of 257.94%; The net profit was a loss of 9.748 billion yuan.
According to the report, the company achieved an operating revenue of 7.589 billion yuan (RMB, the same below) in 2021, with a year-on-year increase of 257.94%. Operating revenue rose sharply year-on-year, mainly due to the increase in sales of the company's self-developed products and authorized products, as well as the new income from technology licensing and R & D services.
During the reporting period, the company's R & D expenditure was 9.538 billion yuan, an increase of 6.66% over the same period last year. R & D investment is used for preclinical research, clinical trials, cooperative R & D, etc. of product pipelines.
The company's annual report explained that the net loss of shareholders was 9.75 billion yuan, the net loss attributable to the owner of the parent company after deducting non recurring profits and losses was 9.97 billion yuan, and the company's cumulative outstanding loss was 37.33 billion yuan, with large cumulative and continuous losses.
The company has not made profits and accumulated losses during the reporting period, mainly because most of the company's product pipelines are still in the stage of new drug research and development, have not formed sales, and the amount of R & D expenditure is large. This situation is in line with the industrial characteristics of new drug research and development enterprises. The specific reasons are as follows: (1) the company has focused on drug research and development since its establishment, there are many R & D pipelines, and the R & D expenditure shows an increasing trend during the reporting period; (2) The sales revenue of 3 self-developed drugs and 5 authorized products sold by the company during the reporting period can not cover the costs and expenses.
offshore RMB fell more than 700 points against the US dollar during the day
latest situation in Russia and Ukraine
Russian Ministry of Foreign Affairs: permanent ban on 592 Canadian citizens entering Russia
On April 28 local time, the Russian foreign ministry released a list that permanently banned 592 Canadian citizens from entering Russia. The Russian Foreign Ministry said that the sanctions against Canadian citizens were forced measures and a response to the hostile acts of Canadian leaders.
Bulgarian Prime Minister visits Kiev, capital of Ukraine
On the 28th, Bulgarian Prime Minister Petkov met with Ukrainian President Zelensky. (image source: video screenshot)
On April 28 local time, the official account of Ukrainian President Zelensky released a video saying that Bulgarian Prime Minister Petkov visited the Ukrainian capital Kiev.
director of the Russian Foreign Intelligence Agency:
Poland and the United States are discussing "unification" with western Ukraine "
On April 28 local time, nareshkin, director of the Russian Foreign Intelligence Agency, said that Poland was discussing with the US government the action of "reunification" with western Ukraine.
Nareshkin revealed that according to the preliminary agreement reached with the United States, Poland will carry out operations in western Ukraine without NATO authorization but "willing countries" can participate, and deploy a Polish "peacekeeping contingent" in parts of Ukraine that are unlikely to have a direct confrontation with Russian troops. The priorities of the Polish Army include gradually taking over control of local strategic facilities from the Ukrainian National Guard.
Nareshkin said that the Polish government believes that the early reinforcement of forces in western Ukraine is very likely to split Ukraine. At the same time, Poland can actually control the territory of "Polish peacekeepers" stationed in the region. Poland has no response to this.
officially approved by the Bundestag
supply of heavy weapons to Ukraine
On April 28 local time, the German Bundestag passed the bill on Ukraine with 586 votes in favor, 100 votes against and 7 abstentions, officially approving "continue to provide weapons to Ukraine, accelerate delivery if possible, and expand the scope of delivery to include heavy weapons".
The coalition Social Democratic Party, the Green Party and the Liberal Democratic Party and the largest opposition coalition party voted in favour, while the left party and the German option party opposed the motion.
The motion also clearly supports all measures taken by the German federal government since the beginning of the conflict, including sanctions against Russia and restructuring German infrastructure to get rid of its dependence on Russian energy.
Previously, the German government authorized German military enterprises to sell about 50 cheetah anti-aircraft tanks to Ukraine.
Russian Turkish president calls again
According to a statement issued by the information bureau of the Turkish presidential palace on April 28, Turkish President Recep Tayyip Erdogan spoke on the phone with Russian President Vladimir Putin on the same day. During the call, the leaders of the two countries exchanged views on the exchange of prisoners between Russia and the United States in Turkey on the 27th and the latest progress of the crisis in Ukraine.
During the call, Putin thanked Erdogan for the smooth exchange between Russian pilot Konstantin yaroshenko and US Marine Trevor Reid in Turkey. Erdogan said that Turkey's mediation is of great significance and reflects Turkey's great importance to peace, dialogue and cooperation. He stressed that national intelligence agencies should continue to strengthen coordination and close dialogue, which will help prevent humanitarian tragedies and ensure stability.
Erdogan reiterated once again that Turkmenistan is willing to contribute to ending the conflict between Russia and Ukraine and making the two sides move towards each other on the road of peace, is willing to promote the two countries to make more progress like that made in the Istanbul negotiations, and looks forward to the early realization of long-term peace in the region. As a neighbor of Russia and Ukraine, Turkmenistan will continue to work for overcoming the crisis and achieving peace.
Russian Ukrainian Negotiator: Ukraine will attack Russian warehouses and bases
Podoliyak, the chief adviser of the office of the president of Ukraine and a member of the Ukrainian delegation to the Russian Ukrainian negotiations, said on social media on the 28th that Ukraine will defend itself in various ways, including attacking Russian warehouses and bases.
zaharova: Ukraine has not responded to the draft agreement submitted by Russia
Russian Foreign Ministry spokesman zaharova said on April 28 that Ukraine has not responded to the draft agreement submitted by Russia, and Ukraine's behavior in negotiations with Russia is frustrating. She also pointed out that Ukraine did not formally withdraw from the negotiations with Russia.
sun Chunlan: clear the social surface quickly and effectively Li Qiang: resume work and production strictly and orderly
Sun Chunlan, member of the Political Bureau of the CPC Central Committee and vice premier of the State Council, stressed the need to thoroughly implement the spirit of the important instructions of Xi Jinping general secretary, adhere to the general policy of "dynamic zeroing" in accordance with the decisions and arrangements of the CPC Central Committee and the State Council, do not hesitate and waver, pull out the key points, strictly prevent rebound, quickly and vigorously promote the zeroing of society, and win the battle of epidemic prevention and control as soon as possible.
Gong Zheng, deputy secretary of the municipal Party committee and mayor, is participating in relevant activities.
At the epidemic prevention and control work meeting held on the evening of the 27th, sun Chunlan listened to the report of the working group and put forward the key tasks in the next step. On the morning of the 28th, sun Chunlan came to a construction site in xihongqiao business district, Qingpu District to observe the closed-loop management of construction site personnel and the disposal of aggregated epidemic situations, and exchanged views with relevant principals on implementing prevention and control measures, plugging closed-loop loopholes, strengthening and optimizing nucleic acid detection, etc. Sun Chunlan pointed out that the "four responsibilities" should be compacted, the protection knowledge should be popularized to the site personnel in time, and the incentive and restraint mechanism should be used to ensure that the site protection control is in place. We should make good use of the gold standard of nucleic acid detection, strengthen flow regulation, screening, transportation and isolation, pay attention to the early and the small, do a good job in site cleaning and disinfection and sterilization, and promote clearing as soon as possible. In a residential area of Guanglian village, Xujing Town, sun Chunlan listened to the reports on community sealing and control management, screening and transfer of risk personnel, visited and greeted the staff fighting on the front line of epidemic prevention, encouraged everyone to work together with the community people to strictly implement the prevention and control measures until the final victory, and required the District, town and other relevant parties to carry out in-depth flow investigation, especially for new positive infections, to quickly and thoroughly flow investigation and block the transmission chain, Effectively control risk personnel and resolutely avoid the rebound of the epidemic. In the afternoon, sun Chunlan presided over the Symposium on epidemic prevention and control, had a discussion and exchange with medical and disease control experts and heads of testing institutions, and asked to unswervingly adhere to the general policy of "dynamic clearing", study and improve the prevention and control measures adapted to the characteristics of Omicron, take measures according to local conditions and time, strengthen prevention and control, and remedy weaknesses and plug loopholes for prominent problems.
Sun Chunlan pointed out that Shanghai is at a critical stage of accelerating the realization of the goal of social zeroing. We should spare no effort to carry out critical action, lock in the street and town communities with serious epidemic situation, concentrate resources and efforts to make breakthroughs, do everything possible to transfer the positive infected persons for treatment, and separate the close contacts, so as to ensure that they should be transferred as much as possible, cleared and carried forward on a daily basis, so as to lay a solid foundation for a decisive victory. In areas with mild epidemic and clear infection points, we should go deep into the transmission chain, strengthen transportation and isolation, lock and control risk groups, shorten the tail time of the epidemic, and take the lead in clearing the social surface. We should strictly prevent the rebound of the epidemic, take management as the center, and do a good job in community control strictly and tightly. For the positive cases in the prevention area, we should take the most resolute measures to control the risk personnel in place and quickly cut off the transmission chain of the epidemic in the community. We should strengthen the guidance and training of disease control personnel, improve the professional level of on-site flow investigation, scientifically determine the close range, and identify the source and channel of infection, so as to provide strong support for scientific epidemic prevention. We should do a good job in mass work in depth and in detail, do a solid job in policy publicity, knowledge popularization and service guarantee, guide the masses to actively abide by, support and cooperate with various prevention and control policies, and promote the realization of the goal of social clearance at an early date.
strictly manage and close production, form a tight closed loop, try our best to resume production, effectively and orderly improve production capacity, and better ensure and promote the safety and stability of the industrial chain supply chain
Li Qiang came to the port base of Saic Motor Corporation Limited(600104) passenger car company to check the implementation of epidemic prevention and control measures in the plant area and the promotion of resumption of work and production, and understand in detail the progress of personnel closed-loop management, production and living support, emergency disposal process, ramp recovery of production capacity, supply of supporting parts, logistics and transportation. On the premise of implementing closed operation grid management, the base started the pressure test of resumption of work and production on April 18, and the first vehicle successfully drove off the assembly line on April 19.
Li Qiang expressed condolences to the front-line employees who overcame difficulties and actively invested in the resumption of work and production, and told the responsible comrades of the enterprise to make every effort to ensure the personal protection safety of employees, resolutely implement the zoning and hierarchical management, strictly manage and close production, form a tight closed loop, try their best to resume production, effectively and orderly improve production capacity, and better ensure and promote the safety and stability of the industrial chain and supply chain.
put the material supply guarantee in a more prominent position, continue to hold the bottom line, fill the short board and dredge the blocking points
Subsequently, the municipal leaders came to the emergency materials warehouse in Lingang New Area to check the reserves of living materials and epidemic prevention materials, and carefully asked about the processes of goods source organization, supply and distribution, transportation and distribution. Li Qiang pointed out that we should put the material supply guarantee in a more prominent position, continue to make efforts to hold the bottom line, fill the short board and dredge the blocking points. We should deepen the detailed arrangement and sorting, do a good job in supporting the basic living needs of people with difficulties and special groups, and ensure the distribution of anti epidemic protection materials at the grass-roots level in time, so that everyone can safely participate in the work of epidemic prevention and control.
more actively connect with service enterprises, help enterprises solve practical difficulties, do all work more solidly, and further stabilize confidence, enterprise and market
Li Qiang pointed out that it is necessary to have a clear understanding that the current epidemic situation is still severe and complex, epidemic prevention and control can not relax for a moment, resolutely overcome lax thinking and fluke mentality, and continue to pay close attention to various prevention and control measures strictly and carefully Lingang New Area should implement the social management and control measures and the "three areas" management measures in accordance with the requirements of "four should and four do's", concentrate on fighting for key points such as construction sites, constantly consolidate and develop the achievements of prevention and control, and achieve the goal of zero elimination of social aspects as soon as possible we should make overall efforts to tackle the epidemic prevention and control and economic and social development, more actively connect with service enterprises, carefully help enterprises solve practical difficulties, do all work more solidly, and further stabilize confidence, enterprises and markets
Chen Jinshan, member of the Standing Committee of the municipal Party committee, Secretary of the Party Working Committee and director of the Management Committee of Lingang New Area, participated in the inspection.
