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Amigo_Amiga
美利堅韭菜收割機,納斯達克泥石流,中丐股股東揮之不去的噩夢!
IP属地:广东
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Amigo_Amiga
10-22
$中国中药(00570)$
大家别慌……有几只小可爱4.3米入了20几亿的货,它们亏40%都不慌,你慌个毛线🧶?……我打算半年后4.33米便宜卖给大摩根……你们随意……
Amigo_Amiga
10-21
$中国中药(00570)$
极度恐慌引发极度低价……吃人血馒头的机会来了……兄弟们冲啊啊啊……
Amigo_Amiga
10-17
$中国中药(00570)$
这货有变数……早上9:15跑了1亿……具体看下图……意思是规定时间内流程没走通……存在退市失败的可能……祝车上诸君好运!
Amigo_Amiga
10-15
$农夫山泉(09633)$
不要慌……资深韭菜来了……
Amigo_Amiga
10-02
$中国中药(00570)$
清仓走人……赚了个早餐钱……[喷血]
Amigo_Amiga
08-26
$中国中药(00570)$
要牛逼啦,明天原地爆炸起飞🛫……我说的……
Amigo_Amiga
04-19
$中國石化(600028)$
Amigo_Amiga
03-27
$中国中药(00570)$
$美团-W(03690)$
我代表广大中小股民,亲切问候大股东家里年轻貌美的菇凉!就不能咔嚓涨到6.4米?然后大家都愉快的数钱走人?
Amigo_Amiga
02-25
$中国中药(00570)$
$中国平安(02318)$
$中国平安(601318)$
中国平安明确表示反对4.6米私要化建议,表示我大平安当年入股是为了吃肉的,4.6米差点意思,还不如存平安银行定期……6.4米起是对各中小股东最起码的尊重……路过打酱油🤪
Amigo_Amiga
02-24
标题党……🤪……我大国药集团操作一波,缅A再上市,市值爆赚5倍,顺路还来个老鼠仓……国有资产增值、领导增富、屁民解脱……
国药集团欲私有化中国中药,两大疑问待解
Amigo_Amiga
2023-11-24
$智欣集团控股(02187)$
$纳指三倍做多ETF(TQQQ)$
我胆小跑了,留下的兄弟发财🤪…………
Amigo_Amiga
2023-09-21
$第四范式(06682)$
李大爷个大爷,快1年没炒股了,靠微薄的利息“水深火热、不可想象”……亲戚说的对,穷人特别容易胖……
Amigo_Amiga
2023-03-29
$京东物流(02618)$
菜鸟崛起,京东物流扑街ing……撸菜鸟🤪
$中广核矿业(01164)$
$南方锰业(01091)$
$纳指三倍做多ETF(TQQQ)$
Amigo_Amiga
2023-02-17
$京东物流(02618)$
坐等东哥把12.48缺口补了,我肯定撸它……🤪
$中广核矿业(01164)$
$南方锰业(01091)$
Amigo_Amiga
2022-03-24
$京东物流(02618)$
京东物流食之无味,弃之可惜……没庄简直浪费时间,还是小盘股好玩多了……留下几W股,择机做T&跑路……
$保利物业(06049)$
$南方锰业(01091)$
$中广核矿业(01164)$
Amigo_Amiga
2022-01-18
$京东物流(02618)$
兄弟们……稳住啊,别1解套就跑……不忘初心……到了吃鸡腿🍗的时候了……得贪婪……现在连抖音购物都用京东物流了,京东物流大概率财报盈利……享受完20cm再说跑不跑瓦🤪
$保利物业(06049)$
$南方锰业(01091)$
$中广核矿业(01164)$
PS:本人资深韭菜,长年吹牛逼,never ever交税,纯粹路过打酱油……🤪
@Amigo_Amiga:
$京东物流(02618)$
……盘她[开心] 这货最早是打新股中了700股…… 后来逢低捞了些货…… 不忘初心……2、3W就算了……不赚10W不跑……或许要熬到明年春暖花开时……[开心]
$保利物业(06049)$
$南方锰业(01091)$
$中广核矿业(01164)$
PS:本人资深韭菜,长年吹牛逼,never ever交税,纯粹路过打酱油……🤪
Amigo_Amiga
2021-11-25
$京东物流(02618)$
……盘她[开心] 这货最早是打新股中了700股…… 后来逢低捞了些货…… 不忘初心……2、3W就算了……不赚10W不跑……或许要熬到明年春暖花开时……[开心]
$保利物业(06049)$
$南方锰业(01091)$
$中广核矿业(01164)$
PS:本人资深韭菜,长年吹牛逼,never ever交税,纯粹路过打酱油……🤪
Amigo_Amiga
2021-11-16
$保利物业(06049)$
我走了,留下的发财……日进斗金的1天爽歪歪……
$京东物流(02618)$
$南方锰业(01091)$
$中广核矿业(01164)$
$保利物业(06049)$
今天是兴奋过了头,过1星期我再捞回来[开心] PS:本人资深韭菜,长年吹牛逼,never ever交税,纯粹路过打酱油……🤪
Amigo_Amiga
2021-11-02
$保利物业(06049)$
别人恐惧我贪婪,别人清仓我全仓。别人割肉我抄底,别人小亏我破产。
$京东物流(02618)$
$中广核矿业(01164)$
$南方锰业(01091)$
我捞货了……你们帮我睇水啊……如果我掉坑里……丢根绳子救我啊!PS:本人资深韭菜,长年吹牛逼,never ever交税,纯粹路过打酱油……🤪
Amigo_Amiga
2021-10-11
$京东物流(02618)$
$南方锰业(01091)$
$中广核矿业(01164)$
……
$保利物业(06049)$
的清仓信号来了,很无奈,才赚几万……我信1半,减仓1半……很后悔9月20号没有“换马或者直接捞
$碧桂园服务(06098)$
”,足足反弹了46%……少赚20万……反观保利物业才反弹了26%……足以证明“市值管理”是民营企业的生死管理,而央企如保利,握草,股价跌成屎都没关系,银行求着贷款,利息才4%,而恒大等民企贷款起码利息16%,还不给……没关系啦……做T……无脑操作……PS:本人资深韭菜,长年吹牛逼,never ever交税,纯粹路过打酱油……亏钱&赚钱都别找我!🤪
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href=\"https://laohu8.com/S/00570\">$中国中药(00570)$</a> <a href=\"https://laohu8.com/S/02318\">$中国平安(02318)$ </a> <a href=\"https://laohu8.com/S/601318\">$中国平安(601318)$</a> 中国平安明确表示反对4.6米私要化建议,表示我大平安当年入股是为了吃肉的,4.6米差点意思,还不如存平安银行定期……6.4米起是对各中小股东最起码的尊重……路过打酱油🤪","listText":"<a href=\"https://laohu8.com/S/00570\">$中国中药(00570)$</a> <a href=\"https://laohu8.com/S/02318\">$中国平安(02318)$ </a> <a href=\"https://laohu8.com/S/601318\">$中国平安(601318)$</a> 中国平安明确表示反对4.6米私要化建议,表示我大平安当年入股是为了吃肉的,4.6米差点意思,还不如存平安银行定期……6.4米起是对各中小股东最起码的尊重……路过打酱油🤪","text":"$中国中药(00570)$ $中国平安(02318)$ $中国平安(601318)$ 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22:06","market":"hk","language":"zh","title":"国药集团欲私有化中国中药,两大疑问待解","url":"https://stock-news.laohu8.com/highlight/detail?id=2413764302","media":"健识局","summary":"2月21日晚,中国中药公告宣称,国药集团共裕有限公司计划以每股4.6港元的价格对其私有化。中国中药私有化事件的后续发展,可能会成为业界的一个参照坐标。2013年,国药集团借壳盈天医药,实现中药板块上市,将其更名为中国中药。客观地说,私有化有利于精简中国中药的治理、企业和股权结构,提高管理效率,避免因合规需要和维持本公司上市地位而产生额外的治理成本和管理费用。但这些,仍不构成国药集团私有化中国中药的主要原因。","content":"<html><body><article><p>多年的传闻成真了。</p><p>2月21日晚,<strong><a href=\"https://laohu8.com/S/00570\">中国中药</a>公告宣称,国药集团共裕有限公司计划以每股4.6港元的价格对其<span>私有化</span>。</strong>这是今年港股首家进行私有化的药企。</p><p>消息发布之前,中国中药的总市值约为160亿港元,国药的私有化报价高出34.11%,<strong>按股权比例计算,私有化所需资金约为154.5亿港元</strong>,约合人民币142亿元,这不是一笔小数目。</p><p>国药集团为何全资买入中国中药?这块<span>资产</span>到底有何独特吸引力?2024年资本市场上的中医药板块会不会成为投资热点?中国中药私有化事件的后续发展,可能会成为业界的一个参照坐标。</p><p><strong>已是中药配方颗粒龙头企业</strong></p><p>中国中药是香港上市公司,这个上市的壳最初归于佛山当地的发电公司荣山国际。2006年开始,佛山国资陆续将广东知名中药企业佛山冯了性、佛山德众等4家公司注入荣山国际,并在2009年完成借壳,公司更名为盈天医药。</p><p>2013年,国药集团借壳盈天医药,实现中药板块上市,将其更名为中国中药。2015年,<strong>中国中药完成了两笔重要收购,将江阴天江药业及其子公司一方制药收入旗下。</strong></p><p>天江和一方是国家当时指定的六大中药配方颗粒试点生产企业中的两家,中国中药一举成为中药配方颗粒龙头上市公司。</p><p>中药配方颗粒此前临床应用不多,但在2021年国家药监局发文宣布,<strong>结束长达27年的“中药配方颗粒试点生产”,改为备案制生产。</strong>六大试点企业光环不再,开始迎接其他中药企业的挑战。</p><p>不可否认的是,结束试点的政策激励了中药配方颗粒行业的整体发展。<strong>据<a href=\"https://laohu8.com/S/600056\">中国医药</a>工业信息中心数据统计,2021年我国中药配方颗粒市场规模达到252.45亿元,同比增长32.87%。</strong>而且近两年,各地陆续开展中药配方颗粒挂网工作,产品销售日趋规范。</p><img src=\"https://inews.gtimg.com/om_bt/Oj5dg0v8JXNEJRykwFce3BHNZSovJLLZbkmSchC7pALusAA/0\"/><p>中国中药已经占据了配方颗粒赛道的领先地位,又站在资本市场之上,多年来为何一直有私有化传闻?</p><p>根据中国中药自己的说法,<strong>其股份的交易价格、流动性在一段时间都处于低位,交易流通量十分有限。</strong>往前回看90个交易日,可以观察到:中国中药的平均日股约2662万份,仅占21日股份的0.53%。</p><p>香港汇生国际资本总裁黄立冲直接点明:“目前中国中药在港股的估值相对较低,<strong>原因是香港投资市场对中药产业投资兴趣并不大。”</strong></p><p>客观地说,私有化有利于精简中国中药的治理、企业和<span>股权结构</span>,提高管理效率,避免因合规需要和维持本公司上市地位而产生额外的治理成本和管理费用。</p><p>但这些,仍不构成国药集团私有化中国中药的主要原因。</p><p><strong>未来,期待平稳着陆</strong></p><p>此前数次私有化传闻中,一直有一种说法:中国中药估值太低,国药集团希望私有化后,重新在A股上市。</p><p><strong>实际上,中国中药目前的估值并不算低了,即使回到A股,也不见得能提升多少。</strong></p><p>以2022年年报比较:中国中药当年的配方颗粒业务贡献营收77.11亿元,占比53%,毛利率为62.8%。恰巧,A股<a href=\"https://laohu8.com/S/300026\">红日药业</a>的全资子公司、也是六大配方颗粒试点企业之一的康仁堂是个很好的比较对象。2022年红日药业“中药配方颗粒及饮片”业务收入33.6亿元,占公司总收入的50.52%。</p><p>两家公司业务结构类似,红日药业的营收规模是中国中药的一半左右,<span>净利润</span>倒是接近的。2月23日A股红日药业的市值为118.66亿元,港股中国中药市值为216.54亿港元。红日药业的市值也几乎是中国中药的一半。</p><p>可见,<strong>中国中药如果以现有的资产结构回归A股,不见得会比港股估值高。</strong></p><p>另一种说法是,中国中药<span>退市</span>后,将与国药集团另一个医药上市公司<a href=\"https://laohu8.com/S/600129\">太极集团</a>重组。</p><p>中国中药最初确定作为国药集团的中药产业板块的核心平台。但在2020年10月,国药集团收购了重庆太极集团,当时国药承诺过:以五年为期,将通过资产置换、<span>资产注入</span>等方式,<strong>逐步解决太极集团和国药旗下其他重要板块的同业竞争问题。</strong></p><img src=\"https://inews.gtimg.com/om_bt/ODqdWPjt1G8FWUS8QQuBwRtslIIbGw4Ae-_7rE6laDDXEAA/0\"/><p>太极集团拥有桐君阁、重庆中药材公司、重庆中药二厂等中药资产,广义上看的确与中国中药存在一定的利益冲突。但是,只为了避免所谓的同业竞争,就要花大代价私有化,似乎也说不过去。</p><p>目前中国中药和太极集团市值规模相当,都在200亿元上下;2022年<span>营业收入</span>均为140亿元左右。只是太极集团以中成药生产销售业务,利润率低于做中药配方颗粒的中国中药。两家公司如果强行整合,<strong>业务上几乎没有协同,而且可能顾此失彼,就连1+1=2都很难做到。</strong></p><p>中药配方颗粒算是一个方兴未艾的业务,尤其是在国家倡导中医药的大背景下,市场想象空间巨大,行业有望实现拐点式量、价补足增长。华经产业研究院预计,2025年,我国中药配方颗粒市场规模将达到532.18亿元。</p><p>可以预见,<strong>东风之下,中国中药作为中药配方颗粒龙头会有大的发展机会。</strong>如今国药集团放弃中国中药在港上市的身份,是不是以退为进的一招?健识局将持续关注。</p><p>撰稿丨苗苗</p><p>编辑丨江芸 贾亭</p><p>运营|韩瑾睿</p><p>图源|<a href=\"https://laohu8.com/S/000681\">视觉中国</a></p><p><strong>声明:健识局原创内容,未经许可请勿转载</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n国药集团欲私有化中国中药,两大疑问待解\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-23 22:06 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024022322065487b597aa&s=b><strong>健识局</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>多年的传闻成真了。2月21日晚,中国中药公告宣称,国药集团共裕有限公司计划以每股4.6港元的价格对其私有化。这是今年港股首家进行私有化的药企。消息发布之前,中国中药的总市值约为160亿港元,国药的私有化报价高出34.11%,按股权比例计算,私有化所需资金约为154.5亿港元,约合人民币142亿元,这不是一笔小数目。国药集团为何全资买入中国中药?这块资产到底有何独特吸引力?2024年资本市场上的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024022322065487b597aa&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1606":"中医药概念","BK1191":"制药","BK1515":"抗疫概念","00570":"中国中药"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024022322065487b597aa&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2413764302","content_text":"多年的传闻成真了。2月21日晚,中国中药公告宣称,国药集团共裕有限公司计划以每股4.6港元的价格对其私有化。这是今年港股首家进行私有化的药企。消息发布之前,中国中药的总市值约为160亿港元,国药的私有化报价高出34.11%,按股权比例计算,私有化所需资金约为154.5亿港元,约合人民币142亿元,这不是一笔小数目。国药集团为何全资买入中国中药?这块资产到底有何独特吸引力?2024年资本市场上的中医药板块会不会成为投资热点?中国中药私有化事件的后续发展,可能会成为业界的一个参照坐标。已是中药配方颗粒龙头企业中国中药是香港上市公司,这个上市的壳最初归于佛山当地的发电公司荣山国际。2006年开始,佛山国资陆续将广东知名中药企业佛山冯了性、佛山德众等4家公司注入荣山国际,并在2009年完成借壳,公司更名为盈天医药。2013年,国药集团借壳盈天医药,实现中药板块上市,将其更名为中国中药。2015年,中国中药完成了两笔重要收购,将江阴天江药业及其子公司一方制药收入旗下。天江和一方是国家当时指定的六大中药配方颗粒试点生产企业中的两家,中国中药一举成为中药配方颗粒龙头上市公司。中药配方颗粒此前临床应用不多,但在2021年国家药监局发文宣布,结束长达27年的“中药配方颗粒试点生产”,改为备案制生产。六大试点企业光环不再,开始迎接其他中药企业的挑战。不可否认的是,结束试点的政策激励了中药配方颗粒行业的整体发展。据中国医药工业信息中心数据统计,2021年我国中药配方颗粒市场规模达到252.45亿元,同比增长32.87%。而且近两年,各地陆续开展中药配方颗粒挂网工作,产品销售日趋规范。中国中药已经占据了配方颗粒赛道的领先地位,又站在资本市场之上,多年来为何一直有私有化传闻?根据中国中药自己的说法,其股份的交易价格、流动性在一段时间都处于低位,交易流通量十分有限。往前回看90个交易日,可以观察到:中国中药的平均日股约2662万份,仅占21日股份的0.53%。香港汇生国际资本总裁黄立冲直接点明:“目前中国中药在港股的估值相对较低,原因是香港投资市场对中药产业投资兴趣并不大。”客观地说,私有化有利于精简中国中药的治理、企业和股权结构,提高管理效率,避免因合规需要和维持本公司上市地位而产生额外的治理成本和管理费用。但这些,仍不构成国药集团私有化中国中药的主要原因。未来,期待平稳着陆此前数次私有化传闻中,一直有一种说法:中国中药估值太低,国药集团希望私有化后,重新在A股上市。实际上,中国中药目前的估值并不算低了,即使回到A股,也不见得能提升多少。以2022年年报比较:中国中药当年的配方颗粒业务贡献营收77.11亿元,占比53%,毛利率为62.8%。恰巧,A股红日药业的全资子公司、也是六大配方颗粒试点企业之一的康仁堂是个很好的比较对象。2022年红日药业“中药配方颗粒及饮片”业务收入33.6亿元,占公司总收入的50.52%。两家公司业务结构类似,红日药业的营收规模是中国中药的一半左右,净利润倒是接近的。2月23日A股红日药业的市值为118.66亿元,港股中国中药市值为216.54亿港元。红日药业的市值也几乎是中国中药的一半。可见,中国中药如果以现有的资产结构回归A股,不见得会比港股估值高。另一种说法是,中国中药退市后,将与国药集团另一个医药上市公司太极集团重组。中国中药最初确定作为国药集团的中药产业板块的核心平台。但在2020年10月,国药集团收购了重庆太极集团,当时国药承诺过:以五年为期,将通过资产置换、资产注入等方式,逐步解决太极集团和国药旗下其他重要板块的同业竞争问题。太极集团拥有桐君阁、重庆中药材公司、重庆中药二厂等中药资产,广义上看的确与中国中药存在一定的利益冲突。但是,只为了避免所谓的同业竞争,就要花大代价私有化,似乎也说不过去。目前中国中药和太极集团市值规模相当,都在200亿元上下;2022年营业收入均为140亿元左右。只是太极集团以中成药生产销售业务,利润率低于做中药配方颗粒的中国中药。两家公司如果强行整合,业务上几乎没有协同,而且可能顾此失彼,就连1+1=2都很难做到。中药配方颗粒算是一个方兴未艾的业务,尤其是在国家倡导中医药的大背景下,市场想象空间巨大,行业有望实现拐点式量、价补足增长。华经产业研究院预计,2025年,我国中药配方颗粒市场规模将达到532.18亿元。可以预见,东风之下,中国中药作为中药配方颗粒龙头会有大的发展机会。如今国药集团放弃中国中药在港上市的身份,是不是以退为进的一招?健识局将持续关注。撰稿丨苗苗编辑丨江芸 贾亭运营|韩瑾睿图源|视觉中国声明:健识局原创内容,未经许可请勿转载","news_type":1},"isVote":1,"tweetType":1,"viewCount":12024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":244935979893032,"gmtCreate":1700813473799,"gmtModify":1700813885256,"author":{"id":"3493917062513791","authorId":"3493917062513791","name":"Amigo_Amiga","avatar":"https://static.tigerbbs.com/b722422ba77bb8478f70f52160ae50d4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493917062513791","authorIdStr":"3493917062513791"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02187\">$智欣集团控股(02187)$ </a><a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$ </a>我胆小跑了,留下的兄弟发财🤪…………","listText":"<a href=\"https://laohu8.com/S/02187\">$智欣集团控股(02187)$ </a><a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$ </a>我胆小跑了,留下的兄弟发财🤪…………","text":"$智欣集团控股(02187)$ $纳指三倍做多ETF(TQQQ)$ 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ever交税,纯粹路过打酱油……🤪","images":[{"img":"https://static.tigerbbs.com/47ab809a90fb896ddb7e2569b6556bc8","width":"750","height":"391"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874298249","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":20351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874298249,"gmtCreate":1637778148560,"gmtModify":1637788953644,"author":{"id":"3493917062513791","authorId":"3493917062513791","name":"Amigo_Amiga","avatar":"https://static.tigerbbs.com/b722422ba77bb8478f70f52160ae50d4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493917062513791","authorIdStr":"3493917062513791"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>……盘她[开心] 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