Yaoming Kant's stock price hit a new low in the past year: Fund floating loss exceeds 20 billion yuan in actual control of the people's congress to reduce holdings

Zhongxin Jingwei, September 22 (Lin Yisi) On the 21st, Yaoming Kant's stock price closed at 71.90 yuan/share, and the lowest exploration on the market was 71.76 yuan/share, a new low since September 21, 2021.

As a header of the CXO sector, after the listing of A shares in 2018, Yaoming Kant's stock price climbed all the way to the highest point of 171.64 yuan in July 2021. However, affected by news such as peripherals and other news, Yao Ming Kant's stock price fell in a volatile. During the year, the market value of Yin Ming Kant had evaporated 100 billion yuan.

If the closing price of 103.99 yuan from June 30, 2022 is calculated from the range of 71.90 yuan on September 21, 128 funds holding Yao Ming Kangde have performed a floating loss of more than 20 billion yuan.

Gelan Liu Yanchun "stepping on the mine", less than three months of floating loss exceeds one billion

Yaoming Kangde's main business covers CRO, chemical drugs CDMO, cells and gene therapy CTDMO (contract detection, research and development, and production) and other fields. According to Wind data, as of the middle of this year, a total of 128 fund companies held the shares with a total shareholding of 671 million shares.

If the closing price of 103.99 yuan from June 30, 2022 is calculated at 71.90 yuan on September 21, the total floating loss of the above -mentioned institutional investors exceeds 20 billion yuan.

Among the fund companies holding the stock, China -Europe Fund Management Co., Ltd. (hereinafter referred to as China -EU Fund) holds the largest number of Yaoming Kant, exceeding 80 million shares; ) Hehui Tianfu Fund Management Co., Ltd. (hereinafter referred to as Huitianfu Fund) holds more than 60 million shares; in addition, there are also ICBC Credit Suisse Fund Management Co., Ltd. (hereinafter referred to as ICBC Credit Suisse Fund) and the Schroder Fund Management 12 fund companies such as Co., Ltd. hold more than 10 million shares.

Compared with in mid -2021, the number of fund companies in the middle of 2022 increased by 53.612 million shares, of which the China -EU Fund increased its holdings by 32.43 million shares. GF Fund Management Co., Ltd. has increased its holdings of more than 10 million shares. However, Southern Fund Management Co., Ltd. and Yinhua Fund Management Co., Ltd. have reduced their holdings of more than 20 million shares.

From the perspective of a single fund level, there are 11 fund products holding the number of more than 10 million Yin Kant. healthy). Compared with mid -2021, the fund increased its holdings of 29.3459 million shares to 612.279 million in the first half of 2022.

Zhongxin Jingwei noticed that as of the middle of 2022, the management scale of medical health in China and Europe reached 71081 billion yuan, which was the largest fund in Gram's Gram management scale. Er Eye's second largest heavy stock stock, holding a market value of 6.367 billion yuan, heavy warehouse drugs, Ming Kang, accounted for 8.96%of the fund, and China -Europe Medical Health also ranked the eighth largest shareholder of Ming Kangde directly.

However, if the closing price of 103.99 yuan on June 30, 2022 is calculated at 71.90 yuan on September 21, Grand Independence or Sino -European Medical Healthy Securities Investment Fund, China -Europe Medical Innovation Stock Securities Investment, which is jointly managed with others Fund, China -Europe Alpha Hybrid Securities Investment Fund, China -Europe Research Selection of Hybrid Securities Investment Fund, and the new starting point hybrid securities investment fund of China Euraiel's new starting point of the total holding of 7.8074 million shares, with a range of over 2.5 billion yuan.

In the first half of the year, the second -ranking heavy warehouse fund product was Liu Yanchun's Great Wall Great Wall Emerging Growth Securities Investment Fund (hereinafter referred to as the emerging growth of Jingshun Great Wall). A total of 6 fund products managed by Liu Yanchun held a total of 5,2075,500 shares of Yaoming Kangde. If calculated in the above interval, Liu Yanchun's six products drifted by 1.671 billion yuan.

The actual controller has greatly reduced its holdings.

Zhongxin Jingwei noticed that since this year, Yin Ming Kant was pushed to the cusp of public opinion for great reduction of holdings.

In August of this year, Yao Ming Kant disclosed that the company's actual controller controlled shareholders and the shareholders (hereinafter referred to as reduced holdings) to reduce their holdings with actual controllers. It has been more than half that day. As of the day, shareholders have reduced shareholders' A shares by reducing their holdings by 23.2088 million shares, accounting for 0.78%of the total share capital of the company as of August 16, 2022. The total amount of reduction is 2.205 billion yuan Essence The reduction of shareholders has not yet passed the major transaction method to reduce the company's shares.

However, while the actual control of the people's congress reduction, Yin Ming Kant also made financing in the market many times. Wind data shows that as of now, Yaoming Kangde's A -shares have raised 12.529 billion yuan since the listing; Yaoming Kangde's H -shares launched a list of 7.288 billion yuan in 2018, and in 2020, it raised HK $ 7.370 billion (equivalent to about RMB 66.17 100 million yuan). The total amount of financing above is 26.434 billion yuan.

Recently, Yao Ming Kant is planning to increase H -shares. On August 22, Yaoming Kangde announced that the addition of foreign -listed foreign stocks (H shares) has been approved by the China Securities Regulatory Commission. It is planned to issue no more than 78.434 million foreign -listed foreign shares, and the face value of RMB 1 is 1 yuan, all of which are ordinary stocks. But is Yao Ming Kant really lacking money? Zhongxin Jingwei noticed that in March and August of this year, Yin Ming Kangde A shares have announced twice. Whether it is non -public fundraising in 2020 or the first fundraising fundraising of A shares, some funding projects have settled.

In August of this year, Yaoming Kant announced that as of July 22, 2022, 2020 A -share non -public issuance fund investment project "Wuxi Hequan Pharmaceutical New Drug Development Services and Preparation Phase I project" "Hequan Pharmaceuticals" "Industry Global R & D Center and supporting projects" "Hyeong Drug R & D Small Molecular Innovation Pharmaceutical Production Processing Platform Technology Promotion Project" and "Shanghai Pharmaceutical Drug R & D Platform Technical Promotion Project" raised funds for the total amount balance of 494 million yuan.

Yaoming Kangde said that all the balance raised funds of the above -mentioned projects were intended to use all the funds raised in the construction and investment project of "Changzhou Hedu's New Pharmaceutical Production and R & D Integration Project".

In March of this year, Yaoming Kant announced that as of December 31, 2021, the first publicly issued fund investment project "Tianjin Chemical R & D Labs Expansion and Upgrade Project" and 2020 A -share non -public issuance fund investment project " The construction of Changzhou He new drug production and R & D centers has been completed, and it has reached a predetermined state. The balance raised funds will be used to permanently supplement the company's mobile funds. (For more report clues, please contact the author of this article: [email protected]) (Zhongxin Jingwei APP)

(The views in the article are for reference only, do not constitute investment suggestions, have risks in investment, and need to be cautious to enter the market.)

Copyright Copyright Copyright, without written authorization, no unit or individual may reprint, extract or use it in other ways.

Editor in charge: Li Zhongyuan

Pay attention to the official WeChat public account of JWVIEW (JWVIEW) to get more elite financial information.

- END -