On the morning of January 19, a news of centralized drug purchase raided Changchun High And New Technology Industries (Group) Inc(000661) . The share price of “northeast yaomao” plunged sharply to the limit, and the market value fell below 100 billion. In terms of after hours transaction returns, the trading intensity of funds is equal. A Shenzhen Stock connect seat net bought 180 million yuan, while an institution net sold more than 88 million yuan.
After hours, in view of the fact that the company’s main product growth hormone was included in the centralized purchase of drugs in Guangdong Province, Changchun High And New Technology Industries (Group) Inc(000661) responded on the interactive platform that it is actively studying the policy provisions and will formulate a reasonable plan. At present, there is no expectation of specific impact. According to the price disclosed in this centralized purchase document, Changchun High And New Technology Industries (Group) Inc(000661) some dosage forms are reduced by 70%, far exceeding market expectations.
The reporter of China fund daily noted that in May last year, the market heard the news of intensive purchase of growth hormone, Changchun High And New Technology Industries (Group) Inc(000661) share price turned down from a historical high of more than 500 yuan, and has fallen as much as 59% so far. Jin Lei, the major shareholder holding more than 5% of the company, and Zhang Deshen, a senior executive, reduced their holdings near the high of 450 yuan before the stock price turned around. Afterwards, they sold them at a good price.
the net profit contribution of growth excipient subsidiary exceeds 95%
On January 19, Changchun High And New Technology Industries (Group) Inc(000661) known as “northeast medicine Mao”, became one of the companies with the highest eye attraction in the two cities. Its share price plunged sharply to the limit in the early trading, with a decline of less than 1% at about 10:37. The limit was closed in less than half an hour, with a market value of only 92.1 billion yuan, falling below the 100 billion mark.
At the same time, Changchun High And New Technology Industries (Group) Inc(000661) in less than half a trading day, the transaction volume has been enlarged to more than three times the usual, reaching 2.869 billion yuan. According to the post hours dragon tiger list data, the game of buying and selling funds is fierce, with a total of more than 400 million yuan in both the top five selling and the top five buying. One of the institutional seats sold a net 88.6902 million yuan, while a Shenzhen Stock connect bought a net 180 million yuan, and the sales department seats sold a total of 104 million yuan.
The sudden sharp fall of Changchun High And New Technology Industries (Group) Inc(000661) is closely related to a news in the session.
On January 19, the official website of Guangdong Pharmaceutical Trading Center released the document on centralized procurement of diclofenac and other drugs of Guangdong alliance, inviting qualified enterprises to apply. A variety of recombinant human growth hormone are listed in the centralized purchase catalogue, and the recombinant human growth hormone injection (gyzz s20050025) of Changchun Jinsai Pharmaceutical Co., Ltd., a holding subsidiary of Changchun High And New Technology Industries (Group) Inc(000661) is also listed.
For the impact of the event, Changchun High And New Technology Industries (Group) Inc(000661) responded on the interactive platform after hours.
An investor said: “Hello, secretary, according to the centralized volume procurement document of diclofenac and other drugs of Guangdong Alliance (procurement document No.: gdyjypdl202201) , the highest declared price of recombinant human growth hormone injection 30iu / 10mg / 3ml is 295.08 yuan / piece, and the annual purchase volume is 88646 pieces / year. The price reduction of 30iu water agent is about 70%. Will your subsidiary kinsay pharmaceutical consider giving up the water agent part of Guangdong United mining? “
The company replied that it was actively studying the policies and regulations and would formulate a reasonable plan. The company also said that there is no specific impact expectation at present.
Fund Jun consulted the company’s third quarterly report of 2021. In the first three quarters of last year, kinsay pharmaceutical, a subsidiary mainly engaged in growth hormone, realized a revenue of 6.161 billion yuan, accounting for Changchun High And New Technology Industries (Group) Inc(000661) total revenue of 8.239 billion yuan, accounting for 75%. From the perspective of profit contribution, the net profit of Kinsey pharmaceutical is 3.042 billion yuan, accounting for more than 95% of the Changchun High And New Technology Industries (Group) Inc(000661) net profit attributable to the parent company of 3.147 billion yuan.
eight months down 59%
large shareholder and senior executive reduction
As of the third quarterly report of last year, Changchun High And New Technology Industries (Group) Inc(000661) had more than 150000 shareholders in total. According to rough calculation, the company’s market value evaporated by more than 10 billion yuan on the 19th, with an average household loss of about 70000 yuan.
From the historical high in May last year, Changchun High And New Technology Industries (Group) Inc(000661) decreased by 59%, and the market value fell from more than 200 billion to the latest more than 90 billion. In May last year, the market had heard the news of intensive purchase of growth hormone, Changchun High And New Technology Industries (Group) Inc(000661) share price fell sharply from the historical high of more than 550 yuan, and the news fell by the limit on May 24.
Such a big fall, many netizens are concerned about hanging Changchun High And New Technology Industries (Group) Inc(000661) a stock with 50000 orders before, and earning 5 million in 13 years. Some netizens joked that “the old lady made more than 5 million and now lost half”, and some said that “Changchun has started the shipment journey since aunt news”.
In fact, not only retail investors, many well-known public fund managers also copied the bottom early.
In the third quarter of 2021, China Europe healthcare managed by “medicine goddess” Glenn reduced its holdings of Changchun High And New Technology Industries (Group) Inc(000661) 1111600 shares. However, from the top ten circulating shareholders newly disclosed by Changchun High And New Technology Industries (Group) Inc(000661) , as of November 23, China Europe healthcare held a total of 5517200 shares of the company, an increase of 418000 shares compared with the end of the third quarter. In addition, as of November 23, yifangda Yufeng return bonds managed by Zhang Qinghua, vice president of yifangda, also increased positions of Changchun High And New Technology Industries (Group) Inc(000661) 1189700 shares.
China fund daily reporter noted that a major shareholder holding more than 5% of Changchun High And New Technology Industries (Group) Inc(000661) and an executive can accurately escape the top.
On May 22 last year, five days after the share price of Changchun High And New Technology Industries (Group) Inc(000661) reached a record high, the company announced that it had received a notice from Jin Lei, a shareholder holding more than 5% of the company’s shares. Jin Lei reduced 8.0932 million shares of the company by block trading from December 22, 2020 to May 20, 2021, accounting for 1.9997% of the company’s total share capital. During this period, the average price of Changchun High And New Technology Industries (Group) Inc(000661) was about 450 yuan, According to this calculation, Jin Lei cashed out about 3.7 billion yuan.
In addition, on February 3 last year, the company received a notice from Mr. Zhang Deshen, a senior manager, that he reduced part of his shares in the company through centralized bidding trading at the stock exchange, with a reduction price range of 476 to 485 yuan.
