(Original title: To clarify the rumors of new crown treatment, two three-connected companies issued risk warnings)
Also boosted by the concept of “new crown treatment”, Kaikai Industry (600272) and China Pharmaceutical (600056) have achieved daily limit for three consecutive trading days. On the evening of March 4, the two companies successively issued announcements to clarify relevant rumors and remind investment risks.
After two consecutive trading days on March 2 and 3, the cumulative deviation of the closing price increase exceeded 20%, Kaikai Industry has disclosed a change announcement on the evening of March 3, proposing that “there is no business related to pharmaceutical research and development and production. ” However, on March 4, the company’s share price still rose by the limit once more.
In the announcement on the evening of the 4th, Kaikai Industry stated that the company’s short-term stock price has increased by a large amount, with a cumulative deviation of 31.18% from the Shanghai Composite Index and a cumulative turnover rate of 40.08%. There may be irrational speculation risks. The current price-earnings ratio of the company is 148.9, which is significantly higher than the price-earnings ratio of the same industry.
Kaikai Industry is concerned regarding recent media reports that the company is listed as both the traditional Chinese medicine industry and the new crown treatment industry.
However, according to the “National Economic Industry Classification” (GB/T4754-2011) and the “Guidelines for the Industry Classification of Listed Companies” issued by the China Securities Regulatory Commission (CSRC Announcement 2012[31]No.) and the company’s main business, Kaikai Industry is in the retail industry, not the traditional Chinese medicine industry, and does not involve new crown treatment related business.
Kaikai Industry is mainly engaged in pharmaceutical circulation and clothing sales, among which the pharmaceutical sector is mainly the wholesale and retail of Chinese and Western patent medicines, as well as traditional Chinese medicine pharmacy services under the brand of the time-honored Chinese brand “Lei Yunshang” and its own brand “Shanglei” The company does not have pharmaceutical R&D and production related business.
Kaikai Industry said that following the self-examination of the company’s normal operation, the two major subordinate businesses of clothing and pharmaceutical sectors were carried out normally, and there were no major issues affecting the abnormal fluctuation of the company’s stock trading price, and there were no major issues that should be disclosed but not disclosed. information.
Also on March 4, China Medicine, which once once more harvested the daily limit, has risen by 30% in the past three trading days. The company’s main business involves four major fields of natural medicine, pharmaceutical chemicals, medical equipment, and comprehensive trade.
Regarding the stock price change, China Medicine said that the company is concerned regarding the recent rumors in the market that the company has cooperated with a multinational pharmaceutical company on new coronavirus treatment drugs. After verification by the company, relevant matters are currently being negotiated, but there are still uncertainties regarding the specific terms of the agreement and whether it can be successfully signed.
In addition, even if the cooperation is carried out smoothly, the final use and sales of related drugs are also affected by factors such as epidemic prevention and control, and there is great uncertainty, and the scale of related businesses is expected to account for a small proportion of the company’s overall business volume, which has no impact on the company’s recent operating performance. Tremendous influence.
Previously, on January 29, 2022, Sinopharm issued an announcement on the pre-reduction of its 2021 annual performance. It is expected that the net profit in 2021 will be 300 million to 700 million yuan, a year-on-year decrease of 77% to 47% compared with the same period of the previous year. ; Deduct non-net profit of 250 million to 650 million yuan, a year-on-year decrease of 79% to 45% compared with the same period of the previous year.
Sinopharm stated that the main reason for the pre-reduced performance was that the export epidemic prevention business fell sharply year-on-year due to changes in the overseas epidemic situation. At the same time, affected by factors such as volume purchases and the adjustment of medical insurance catalogues, the performance of the pharmaceutical industry and pharmaceutical business also declined year-on-year. In addition, the company’s proposed provision for related impairments has a certain impact on this performance.
