Medical sector | 'Scenery alone good' | 48 corporate shareholders take the opportunity to reduce over 5 billion yuan

According to the medical website of June 8th, this year, due to multiple factors such as the New Deal of the industry, the medical and pharmaceutical industry broke out. The stock price of most listed companies in the industry rose steadily. By the middle of May, the cumulative growth of the financing balance of the medical and pharmaceutical industry was already More than 2 billion yuan.

Although the rise in the stock price of listed companies in the industry is a good thing, what we need to see is that many shareholders of listed companies do not use cash at this time. According to the “Securities Daily” reporter’s statistics from Oriental Wealth Choice, from May 1 to May. On the 31st, there were 48 listed companies that were reduced by shareholders in the pharmaceutical industry, involving 208 million shares under reduced holdings, amounting to 5.475 billion yuan. On the contrary, there were only 17 listed companies that were increased by shareholders. The number of shares involved was 4.004.98 million shares, amounting to 317 million yuan. Among them, there were 13 companies with shareholder reductions of over a hundred million yuan, involving 23 shareholders.

From the perspective of reduction in holdings, Zhifei Bio's shareholders reduced their holdings to RMB1.998 billion. Since May 2, Wu Guanjiang has reduced the number of intellectual flying stocks for 11 times. The reduction in average price range is 40.50 per share. Yuan to 45.81 yuan per share, a total reduction of about 0.45 billion shares, the cumulative cash amount of more than 1.9 billion. According to the reduction plan, Wu Guanjiang plans to reduce the total no more than 96 million shares by August of this year. Combined with May's In terms of holdings, it has already reduced the number of its shares by approximately 45 million shares, which means that Wu Guanjiang will continue to reduce its holdings in the next two months.

It is worth noting that after reaching a base of 23.88 yuan per share on February 7 this year, Zhifei Bio's stock price has entered an ascending path as a whole. Since the beginning of this year, the stock price of the company has risen as much as 74.53%. Among them, only since May, Zhifei Biostock's stock price On the fly, it rose by 44.17% and set a record high on May 24 (after restoration of rights).

With the exception of Chi Fei Bio, Beida Pharmaceutical also had a relatively high reduction amount of RMB 538 million. Unlike Chi Fei Bio, the reduction of Beida Pharmaceutical was institutional investors, which were BETA PHARMA INC. With Hangzhou Beichang Investment Management Partnership enterprise The shareholdings for the reduction of shares were 212.826 million shares and 16.4181 million shares.

Unlike the bio-products sector, it was sharply reduced after it rose. medical instruments The growth rate of the sector and the scale of reduction by major shareholders are all relatively small. Since 2018, the medical device sector has only risen by 9.95%, which is lower than the industry average. Although there were also many listed companies in the medical device sector in May, they were reduced by major shareholders. However, the average reduction is not high. The reporter found that the stock price of most medical device companies has started to rise since 2017, but the upward trend in stock prices has weakened in 2018. Under such circumstances, major shareholders reduced their holdings. It seems to be reasonable to cash in the float.

In addition, it is reduced medicine Some of the listed companies in the industry have continued to fall in price. The reporters found that the performance of such companies is relatively poor. Take Hejia shares as an example. Since 2013, the company’s net cash flow from operating activities has been negative; Despite the night's rain, the company's share price did not improve with the industry's rise, but it was also reduced by major shareholders.

Judging from the increase in holdings, in May, only the Bank of Communications’s shareholders increased by over 100 million yuan to 180 million yuan. On the evening of May 4, the company issued an announcement that the company was awarded a license by the China Gold Group and parties acting in concert. Holding 10% of shares.

According to the announcement, the CICC Group and the parties acting in concert issued the “Notice on holding the proportion of shares in Shanghai Jiao Tong University’s Ang Li Co., Ltd. reached 5% or more” to listed companies on January 8 and January 9, 2018, respectively. A letter to increase the holding of Jiaotong University's Ang Li shares (revised version). From January 9, 2018 to May 4, 2018, the China International Gold Group and parties acting in concert have cumulatively increased their holdings through centralized bidding in the secondary market. The company's shares account for 5% of the company's total share capital.

The CICC Group and the concerted person previously stated that they are optimistic health The business development prospects of the industry and Jiaotong University are enhanced through the increase in holdings of Jiaotong University’s Ang Li shares and the strategic investment layout. In addition, the CICC Group pointed out that the follow-up will continue to increase the holdings of the Jiaotong University through centralized bidding transactions, block trading, and agreement transfer. Set up no more than 5% of the shares.