Opening more new stores but struggling to make a profit, Yixintang Pharmaceutical's net income is expected to drop by over 70% last year | Interpretations
① Yixintang Pharmaceutical expects a Net income decline of 72.7%–81.8% in 2024 compared to the same period last year; ② The company stated that the performance variation is mainly due to the expansion of the company's stores leading to increased Operation costs, as well as some new and relatively new stores being in the initial loss stage.
Not recognized by the capital markets? Guangxi Liuyao Group: The company's stock price does not match its value | Direct coverage of the earnings conference.
1. At the earnings conference, the chairman of guangxi liuyao group, Zhu Chaoyang, stated that the company's market cap, stock price, and company value are not aligned; 2. The company secretary Xu Yang stated that the company will improve the issue of high accounts receivable through measures such as strengthening the assessment of collection indicators for business personnel; 3. Xu Yang introduced the progress of the company's AI application business in response to investors' concerns.
The transfer did not reach a deal; it was intended to sell 5% equity of special treat Jiuzhi to yifeng pharmacy chain two years ago, but now it has "blown up" | Quick read of the announcement.
① The major shareholder of Jiuzhitang Co., Ltd., Li Zhenguo, has terminated the stock transfer agreement with yifeng pharmacy chain; ② A representative of yifeng pharmacy chain stated that their commercial cooperation with Jiuzhitang Co., Ltd. will continue, and the yifeng pharmacy chain's acquisition of Jiuzhitang pharmacy two years ago is unaffected; ③ Currently, yifeng pharmacy chain holds 4.99% of the shares in Jiuzhitang Co., Ltd., making it the third largest shareholder after heilongjiang state-owned assets and Li Zhenguo.
Stocks are hitting the ceiling! Since October, 10 A-share listed companies have announced being targeted, with china national medicines corporation and sh pharma being targeted on the same day by new china life insurance.
① According to incomplete statistics, since October, 10 A-share listed companies including zhejiang east crystal electronic, semiconductor manufacturing international corporation, quanjinhao, lifecome biochemistry, zhejiang jingu, primeton information technologies, inc., guangzhou goaland energy conservation tech, xuzhou handler special vehicle, china national medicines corporation, and sh pharma have announced that they have received major stock purchases from relevant parties (see attached table). ② In the secondary market, this week, xuzhou handler special vehicle and guangzhou goaland energy conservation tech have both seen their stock prices increase by more than 100% since September.
CP smart home AI health services will be launched this year. Guangxi Liuyao Group: The new online settlement policy is conducive to improving the current high accounts receivable situation. | Direct hit earnings conference
At the earnings conference, Chairman Zhu Chaoyang of Guangxi Liuyao Group introduced the progress of the company's AI scenario application business. For the high accounts receivable, the company's CFO Zeng Xiangxing stated that the company has adjusted its operational strategy and strengthened the collection efforts. Guangxi Liuyao Group also responded to the slight decline in growth of the pharmaceutical wholesale sector and issues related to the expansion of pharmaceutical new retail business.
A subsidiary has been "blacklisted" by Shenzhen for one year. Jointown Pharmaceutical Group claims to be "in the process of defending". The industry believes that the intensity of procurement supervision is continuously increasing.
Recently, Jointown Pharmaceutical Group's subsidiary, Jointown Medical Device, was fined and banned from participating in Shenzhen procurement for one year due to providing false information in a tender at a hospital in Shenzhen. Jointown Pharmaceutical Group responded to a reporter from Caijing.com.cn, stating that this incident is a pending matter, and they have organized appeal materials and are currently undergoing administrative reconsideration. This year, several listed companies have been fined for violations in the bidding and procurement process, leading industry insiders to suggest that companies should pay more attention to compliance with details during the bidding process.