This year’s most bullish A-shares have risen 10 times, profits have skyrocketed 25 times, institutions have been speculated, and these funds have been deployed in advance
Reporter| Chen Qixin
July 15, British Medical (300677.SZ) opened a daily limit, the stock price rushed to 184.37 yuan/share, the year-to-date increase has exceeded 1000%, becoming the first non-science and technology board 10 times this year. As of the close of July 15, British Medical closed at 175.55 yuan/share, up 4.74%, or 242.09 in the past 60 days%, this year’s cumulative increase has reached 960%.
Inco Medical is a manufacturer of disposable medical consumables and medical durable equipment, as of July 2017 Go public. The company’s main business covers four major sectors:medical protection, rehabilitation nursing, health care physiotherapy, and inspection consumables. The main products include disposable gloves, wheelchairs, hot and cold compresses, electrode pads and other types of care products. The products are widely used in medical institutions, elderly care institutions, household daily use and other related industries.
Among them, the sales of medical protective products mainly based on disposable gloves accounted for 84.95%in 2019, and the company’s main products were mainly exported, and the export accounted for 94.55%in 2019. It is understood that this year due to the impact of new coronaviruses, the global demand for disposable protective gloves and other medical protective equipment has increased significantly, and the imbalance in supply and demand has pushed up the price of disposable protective gloves products. For Inco Healthcare has a positive impact on its business performance.
On the evening of July 10, Inco Medical previously released a semi-annual results forecast for 2020, which is expected this year The profit for the first half of the year was 1.9 billion to 2.1 billion yuan, an increase of 2581.8%-2864.1%over the same period of the previous year. The company said that due to the impact of the new coronavirus epidemic during the reporting period, the global demand for disposable protective gloves has surged, and the prices of disposable protective gloves products have increased significantly, which has increased the company’s sales revenue and gross profit margin during the reporting period.
In the first quarter of 2020, Inco Healthcare four of the top ten shareholders are new Shareholders are Industrial and Commercial Bank of China, China Construction Bank and Bank of China Investment Fund.
Since the stock trading price has deviated by more than 20%from the closing price increase within three consecutive trading days (July 10th to July 14th), on the evening of July 14th, Inc Medical issued a notice of abnormal fluctuations in stock trading, saying that the company’s stock price has increased significantly since the beginning of the year. As of July 14, the cumulative increase was 912.12%, which deviated from entrepreneurship The board index was 853.14%, which deviated from the Wind medical care product index by 80.21%.
After-market data on July 14 shows that there are five institutional seats participating in the stock, including British Medical institutions sold four seats in the top five sales departments, and on June 16 the institutions bought the stock in a large amount, and the first three seats were all institutions.
The company issued a risk warning that since the new coronary pneumonia epidemic, the global demand for disposable gloves has surged. With the changes in the future epidemic, the tight supply and demand situation may be eased. At the same time, with the expansion of the industry, not Exclude the situation of overcapacity in the short term in the future and cause the price of products to fall.
In addition, if the company’s Anhui, Jiangxi and other production bases are constructed and the project construction progress is not as expected due to various factors, it will delay the release of the company’s production capacity and the future sales revenue will be lower than expected; if the raw materials The price rises with uncontrollable factors, which will affect the company’s profitability; if there are new changes in Sino-US trade frictions in the future, it may have a certain impact on the company’s operating conditions.
It is understood that the company’s overseas revenue accounted for 94.55%in 2019, and foreign currency settlement is used for foreign sales. If the exchange rate fluctuates significantly, it may affect the company’s revenue and some accounting subjects.
In the evening of July 8th, British Medical released A shares The second revision of the stock plan, it is planned to issue shares to the company’s controlling shareholder, actual controller and chairman Liu Fangyi. After the expenses, all of them will be used for”an annual output of 6.184 billion (6.184 million boxes) high-end medical gloves project” and supplementary working capital.