Let's play again! Response of Zhongheng group to the control right of Laimei Pharmaceutical Co., Ltd.: unknown

On November 25, Laimei pharmaceutical announced that Qiu Yu, the controlling shareholder of the company, and Chongqing Nan'an District Urban Construction and development (Group) Co., Ltd (hereinafter referred to as "Nan'an urban construction") had terminated the intention agreement for strategic cooperation, and signed a new strategic cooperation framework agreement with Guangxi Wuzhou Zhongheng Group Co., Ltd (hereinafter referred to as "Zhongheng group"), in which 22.71% of the company's shares were The voting rights shall be entrusted to Zhongheng group At that time, Zhongheng group will become the single largest shareholder with the largest voting share of Laimei pharmaceutical, and the actual controller will also be changed to the state owned assets supervision and Administration Commission of Guangxi Zhuang Autonomous Region However, in this transaction, Zhongheng group appears to be secretive Although Zhongheng group has issued a transaction announcement, when Sina pharmaceutical contacted a senior executive of Zhongheng group about this matter, the other party said that it did not know In fact, this is the second change in the actual controller of Laimei pharmaceutical in half a year The company committed itself to others in July this year At that time, the transaction was the first time that Laimei pharmaceutical changed from a private enterprise to a state-owned capital holding company According to the announcement at that time, Qiu Yu, the controlling shareholder of Laimei pharmaceutical, intends to entrust the voting right of 22.71% of the company's shares held by him to Nan'an Urban Construction Co., Ltd., whose actual controller is Chongqing state owned assets supervision and Administration Commission For Zhongheng group, this strategic cooperation is also its second recent transaction On November 22, Zhongheng group announced that it had signed a strategic framework cooperation agreement with Jingfeng pharmaceutical and decided to establish a strategic partnership According to the announcement, the main content of the cooperation between the two sides is "to carry out business cooperation in the fields of APIs, chemicals and generic drugs related to the industries of Jingfeng pharmaceutical, and to arrange high-quality projects in related fields" In fact, the two intensive transactions of Zhongheng group have already been followed In this year's semi annual report, Zhongheng group said that the company's capital operation ability and investment intensity have been increasing During the reporting period, the company established a leading group and a working group to do the best possible job in M & A, focusing on key areas of concern, key business levels, multi-channel and multi-channel to seek investment targets for M & A It can be said that the above two transactions are just small trials of Zhongheng group in the acquisition of territory In the future, Zhongheng group will realize the expansion of the territory through M & A or continue to carry out Since this year, the development of Laimei pharmaceutical industry has been not smooth According to the third quarter report of 2019, the operating revenue of Laimei pharmaceutical industry in the first three quarters of this year was 1.299 billion yuan, up 22.51% year-on-year; however, the net profit was 76.0486 million yuan, down 23.97% year-on-year Regarding this cooperation, Laimei pharmaceutical said that after the completion of the transaction, according to the company's follow-up strategic planning layout and follow-up product development and introduction pipeline, Zhongheng group will participate in the targeted issuance of Laimei pharmaceutical in the future, with a subscription amount of no less than 1 billion yuan (phased implementation), directly enrich the capital of Laimei pharmaceutical, and support Laimei to further grow and strengthen And ensure that Zhongheng group becomes the largest shareholder of Laimei This arrangement is very helpful for the future of Laimei pharmaceutical industry, after all, it was criticized for its high sales expenses Previously, when Laimei and Chongqing Nan'an Urban Construction Co., Ltd cooperated, all parties had expectations for it, but from the perspective of the three quarterly reports, Nan'an urban construction may not play a role in hemostasis, and whether this time Zhongheng group will make it bigger and stronger as Laimei pharmaceutical would like is unknown Of course, compared with Nanan urban construction, Zhongheng group has many advantages Zhongheng group is a specialized pharmaceutical listed enterprise According to the 2019 half year report, Guangxi Wuzhou Pharmaceutical (Group) Co., Ltd under Zhongheng group is a modern comprehensive high-tech pharmaceutical enterprise At present, Wuzhou pharmaceutical has 217 varieties of 14 categories of dosage forms, and its product treatment range includes cardio cerebrovascular, neurology, endocrinology, orthopedics, ophthalmology, gynecology, pediatrics, respiration, urinary system, health care and other fields Among them, Xueshuantong for injection (freeze-drying) is the drug for cardiovascular and cerebrovascular diseases, and is the core medicine of the company The main products of Laimei pharmaceutical industry include anti infection, special specialty (including anti-tumor drugs, digestive system drugs, parenteral nutrition drugs), large infusion, Chinese patent medicine and decoction pieces By comparison, it is found that the main products of Wuzhou pharmaceutical industry do not overlap with Laimei pharmaceutical industry Therefore, Zhongheng group also has momentum to support the further development of Laimei pharmaceutical industry in the future In addition, compared with Nan'an urban construction group, Zhongheng group has another advantage: as a listed company, it has enough capital to support the growth of Laimei pharmaceutical industry In fact, since the second half of this year, Zhongheng group has been in an urgent state, and there is a risk of over concentration in its product line, which is probably the main reason why Zhongheng group frequently purchases and marries At present, Zhongheng group's products mainly focus on the treatment of cardiovascular and cerebrovascular diseases According to the data, in 2018, the total revenue of Zhongheng group reached 3.299 billion yuan, of which more than 3 billion yuan was contributed by drugs in the field of cardio cerebrovascular, and the main product was Xueshuantong injection, a Chinese patent medicine This is also confirmed in the 2019 half year report, "among the 217 existing drug varieties of the company, the considerable performance growth is attributed to the sales of Xueshuantong (freeze dried), Xueshuantong injection, Zhonghua Dieda pill and Hedan Chuanbei liquid for injection." In the future, Zhongheng group has repeatedly said that it should vigorously develop and introduce high-end generic drugs, innovative drugs and biological products through internal development, external cooperation, merger and acquisition to enrich product pipelines.