On the 26th, two things deserve attention.
First, according to several media reports, last week, Shanghai Police disclosed a compound case of illegal operation of OTC capital allocation, manipulation of the securities market and bribery of non-state staff. It is understood that the "Li" disclosed by Shanghai police is Li yuezong, the maker of the "strongest meat grinder" Rendong Holdings Co.Ltd(002647) in history a year ago.
Second, according to the disclosure of Shenzhen Stock Exchange, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) was bought by natural persons totaling 10.157 billion yuan, accounting for 86.59%, during the period from January 20 to January 26 (five trading days); Among them, small and medium-sized investors bought 4.994 billion yuan, accounting for 42.57%.
In other words, the banker fled and the retail investors took over the offer.
rub "covid-19 specific drug concept"
50% increase in 6 days half cut in 5 days
First look at the trend of Jiangxi Fushine Pharmaceutical Co.Ltd(300497) to know what is sharp rise and fall.
Review the historical market. Since January 12, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) which has been hovering around 16 yuan has entered the rising channel. By January 19, the daily limit was closed, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) has increased by 49.39% in six trading days.
However, on January 20, the situation suddenly changed. After the opening of the daily limit of Jiangxi Fushine Pharmaceutical Co.Ltd(300497) 20cm one-way board in the morning, it was smashed by a large order in less than three minutes. It fell 7.31% on the same day, with an intraday amplitude of 28.45% and a turnover rate of 42.59%.
In the following four trading days, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) share price fell continuously. In just five trading days, the stock fell by more than 55%. As of the closing on the 26th, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) share price hit a new low in nearly five months.
In this wave of rise, the information disclosed by the company again and again on the interactive platform made Jiangxi Fushine Pharmaceutical Co.Ltd(300497) successfully become the raw material supplier of "covid-19 special medicine", boosted the rise of stock price, and became the main reason for the takers to take the initiative to take the offer.
On January 13, an investor asked on the interactive platform: "does your company cooperate with world-famous pharmaceutical enterprises to develop and supply covid-19 pharmaceutical intermediates and APIs?"
On January 14, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) replied that relying on the R & D foundation of lingfu Pharmaceutical Research Institute, the company had supplied kilogram samples to customers and passed customer verification.
On January 15, an investor asked Jiangxi Fushine Pharmaceutical Co.Ltd(300497) , "does the company supply Pfizer with pharmaceutical intermediates and APIs?"
Jiangxi Fushine Pharmaceutical Co.Ltd(300497) gave a clear reply, "some pharmaceutical intermediate products provided by the company's current production department are supplied to Pfizer, but they are not used to produce drugs for the treatment of covid-19".
On the same day Jiangxi Fushine Pharmaceutical Co.Ltd(300497) also said that the pharmaceutical intermediates supplied by the company were the core intermediates of mopiravir and redcivir. Because the company signed a strict confidentiality agreement with customers, it was inconvenient to disclose specific customer information.
On January 17, investors asked, "is mopiravir a specific oral drug for covid-19 of MSD and an antiviral oral drug molnupiravir? Is redcivir a specific drug for covid-19 developed by gild. O?" In this regard, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) still said it was inconvenient to disclose.
On January 18, an online meeting minutes was wildly circulated. According to the minutes of Jiangxi Fushine Pharmaceutical Co.Ltd(300497) chairman exchange, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) chairman said that the company has clearly supplied Pfizer in covid-19 pharmaceutical field.
However, on January 19, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) said on the interactive platform that "it now has the R & D and production capacity of covid-19 therapeutic drug intermediates and hopes to enter Pfizer supply chain".
Although whether this Jiangxi Fushine Pharmaceutical Co.Ltd(300497) intermediate has entered Pfizer's supply chain has stunned investors, it does not hinder the influx of speculation funds.
On the afternoon of January 19, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) opened rapidly, and then sealed the trading limit. After Jiangxi Fushine Pharmaceutical Co.Ltd(300497) replied to investors again, saying that "the company currently supplies the core intermediates of mupiravir and redcivir, which can be used to treat covid-19 pneumonia. However, due to the strict confidentiality agreement signed between the company and customers, it is inconvenient to disclose specific customer information."
hot money bosses and retail investors were buried
After hours on January 19, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) dragon and tiger list showed that hot money in Shanghai was active.
In addition to the purchase of 100 million yuan by East Asia Qianhai securities Shenzhen Branch, which is famous for Andon Health Co.Ltd(002432) , the purchase of two to four is the capital of Shanghai seats. The participation amount is between 40 million yuan and 60 million yuan, with a total purchase of about 180 million yuan.
The Shanghai Hankou Road Securities Business Department of Minmetals Securities Co., Ltd., also from Shanghai, completed the withdrawal of 167 million funds on January 19 and 20, which is the largest "short position" in these two days.
The worst thing is that among the top five seats bought on the 20th, the total net purchase of five seats, including Shengang securities Zhejiang branch, Caixin securities Hangzhou Xihu Road International Trade Center securities business department and Huafu securities Xiamen Jiahe Road Securities Business Department, exceeded 350 million yuan, and faced huge losses on the day of purchase.
According to the data of the Dragon Tiger list on January 21, four of the top five seats bought on January 20 appeared in the top five seats sold on January 21, with a total sales of 219 million yuan. On the 21st, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) directly jumped short and opened low, which made it difficult for investors who bought at a low price the previous day to escape the fate of being "killed", and the above four institutions were naturally not spared.
But in fact, retail investors are the biggest victims of this campaign.
According to the data disclosed by the Shenzhen Stock Exchange, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) fell 46% from January 20 to January 26. During the period of serious and abnormal decline, natural persons bought 10.157 billion yuan, accounting for 86.59%; Among them, small and medium-sized investors bought 4.994 billion yuan, accounting for 42.57%. Institutions bought a total of 1.305 billion yuan, accounting for 11.12%.
before the crash
shareholders accurately cashed out 200 million
It is worth mentioning that before the start of this round of decline, on January 19, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) announced that the company received the notice on the progress of reducing our holdings of Jiangxi Fushine Pharmaceutical Co.Ltd(300497) shares issued by the shareholder Zhejiang Yongtai Technology Co .Ltd(002326) .
According to the notice, Zhejiang Yongtai Technology Co .Ltd(002326) reduced 5.4156 million shares of the company through centralized bidding on January 13, 2022 and January 19, 2022, accounting for 1.00% of the total share capital of the company after excluding the repurchase of social public shares, and more than half of the reduction.
The notice said that on January 13, Zhejiang Yongtai Technology Co .Ltd(002326) reduced its holdings of 2908591 shares, about 53.02 million yuan; On January 19, the company reduced its holdings of 2507040 shares, about 53.4 million yuan, with two cumulative reductions of more than 100 million yuan.
However, the announcement on the 26th showed that Ke Dan, the wife of Bao Jianhua, the actual controller and chairman of the company, increased his holdings of 1265400 shares at an average price of 15.82 yuan / share on January 25. Based on the average price of 15.05 yuan / share for the previous five holdings, the current floating loss of KODAN's holdings exceeds 12%.
Up to now, Kedan has increased its holdings by more than 38 million yuan.
According to the increase announcement previously issued by Jiangxi Fushine Pharmaceutical Co.Ltd(300497) , Bao Jianhua and his spouse plan to increase their holdings by no less than 50 million yuan and no more than 100 million yuan.
hot money and retail investors are angry
Cooperating with the release of positive, raising the share price, precise reduction of shareholders' holdings, low increase of major shareholders... A series of operations made shareholders feel cheated.
On the exchange platform of market value investors, hot money has said that it has lost hundreds of millions. It is necessary to appeal for rights, issue false minutes, or manipulate the market.
In the stock bar, small and medium-sized investors were also angry and suggested that the real name report of losing money.
