希尔豪斯再次爆炸！ 8000亿个锂电池巨头解除了禁令，半年赚了120亿！ 你还喜欢谁？ _东方财富网

原标题：太疯狂了！ 希尔豪斯再次爆炸！ 8000亿个锂电池巨头解除了禁令，半年赚了120亿！ 刚才我又去了这家制药公司！“关注”这些A股

概要

[Thehillockisexplodedagain!The800billionlithiumbatterygiantliftedthebanandmade12billioninhalfayear!Whoelsedidyoufancy?】OnFebruary4thisweekCATLwilllift120millionsharesfromthebanonlistingNineissuersincludingHillhousesubscribedatapriceof161yuanpershareinJulylastyearThelock-upperiodis6months

I am greedy when others panic. Zhang Lei’s Hillhouse Capital is the best practitioner of this wise saying.

In the evening of January 31,Luye PharmaPublished on the Hong Kong Stock ExchangeannouncementTo directionalAdditional issuanceNew crotchWay to get Hillhouse CapitalfundHillhouse NEV is a strategic investor.

According to the agreement, the subscription price is a 10% premium to the closing price on the day of entering into the agreement, which is approximately HK$4.28 per share.Hillhouse Capital will cost 2.4 billion Hong Kong dollars to holdLuye Pharma552 million shares, approximately 15.60% of the shares,Become thethe companyThe second largestshareholder。

　　Revenue and net profit have repeatedly hit new highs

　　The stock price fell one after another

Listed in Hong Kong in 2014Luye PharmaThe listing path and the recent hypeSihuan BiologyIt’s a bit similar, all of them are now delisted and moved to Hong Kong after Singapore’s listing.In the process of delisting and moving to Hong Kong, there are powerfulCornerstone investorteamCome escort.

At that time, the shareholder team that helped Luye Pharma delist from Singapore was veryluxury, Not only including CDH Capital, CITICindustryThe three major domestic PEs including CPE Greenery and New Horizon, Citi Private Equity Fund and Singapore Government Investment Corporation (GIC) also joined them.

However, Luye Pharma’s stock price trend is hard to explain. Judging from the K-line chart, Luye Pharma’s stock price hit a new high of around 11 Hong Kong dollars shortly after its listing, and then rebounded to around 11 Hong Kong dollars after a short adjustment, and fell 70% at one time.

As of the closing price of the latest trading day, Luye Pharmaceutical closed at HK$3.89, which fell below the issue price of HK$5.92.

Judging from the financial report, Luye Pharmaceuticals has maintained a double-digit growth in revenue except for 2015 since its listing in 2014.Net profitIt has also maintained positive growth.

However, with such financial results, Luye Pharmaceutical’s stock price has been below the issue price since the fourth quarter of 2019.

Even with consecutive positive announcements, the stock price has continued to fall.

　　The good news continues, but the stock price still shows no improvement

Since December 2020, Luye Pharma has repeatedly released the progress of new drugs developed. There are not only the progress of the new crown neutralizing antibody, but also the news that psychiatric drugs have been approved for listing by Recinto, but these news have not greatly boosted the stock price of Luye Pharmaceutical.

Instead, since December 2020, Luye Pharmaceutical’s stock price has fallen by nearly 30%.

On January 30, Luye Pharma announced its use in the treatment of mild to moderate Alzheimer’s disease drug-Lissmin transdermal patch (registeredtrademark: King Siming) officially listed in China.

It is understood that Alzheimer’s disease has become one of the biggest global public health and social health challenges facing humanity now and even in the future. With the acceleration of my country’s population aging trend and the increasing prevalence of major cardiovascular diseases and related factors and other factors, the prevalence and number of patients with Alzheimer’s disease are also increasing year by year. It is predicted that there will be about 9 million patients with Alzheimer’s disease in my country in 2020, and it will reach 21 million in 2050.

Alzheimer’s disease is known as one of the most difficult areas to break through. The development of new drugs is full of challenges and the rate of failure in research and development is quite high. Public data shows that in the past 20 years, major pharmaceutical companies around the world have invested hundreds of billions of dollars in research and development, and more than 300 drugs that have entered clinical research have failed.

Luye Pharmaceutical announced in May last year that its Liss Ming transdermal patch was approved by the China Food and Drug Administration, but the stock price rebounded briefly and entered a downward trend again.

I don’t know if Hillhouse can continue to maintain the medical myths created before, and drive Luye Pharmaceutical’s stock price to a higher level.

　　800 billion lithium battery giantNingde eraLift the ban

　　Hillhouse made 12 billion in half a year

Hillhouse’s ability to make money in the secondary market is obvious to all.

This week on February 4th,Ningde eraThere will be 120 million shares lifted from the listing, and 9 issuers, including Hillhouse, sold 161 yuan per share in July last year.priceSubscription, the lock-up period is 6 months.

According to the data,Ningde eraThe rate of return on lifting the ban is 119.94%. According to the latest stock price of Ningde Times of 354.11 yuan, if the ban is lifted on February 4, Hillhouse Capital subscribed for 10 billion yuan last year, or about 12 billion yuan.

At the same time, Hillhouse Capital ushered in 11 IPOs last year, most of which were pharmaceutical companies. According to incomplete statistics, Hillhouse’s floating profit on the medical track last year exceeded 100 billion.

　　Who else did Hillhouse fancy?

Whether it isLongji sharesIn the Ningde era, Hillhouse had not only the medical track but also the new energy track last year.

Since January 2021, Hillhouse has spent HK$2.4 billion to become the second largest shareholder of Luye Pharma, and has also been intensivelyResearchnew energy vehiclesIndustry chainAnd automation companies.

Data Display,Hillhouse surveyed on January 26Hyde ControlwithHarbin Engineering Intelligence, Surveyed on January 27Juzi Technology。

The survey minutes show thatHarbin Engineering IntelligenceofindustryrobotService business has received attention.The new energy automobile market has been very hot recently. With the recovery of the downstream automobile market, since the second half of 2020, the company’s orders from new energy automobile factories have increased.interest rateIt also rebounded from 2019. Previously,Harbin Engineering IntelligenceIssued “About planning for major assetsReorganizationIn addition to the indicative announcement of the signing of the “Asset Purchase Intention Agreement”, the progress of this major asset restructuring has also received attention.

　　Hyde ControlIt is the leading domestic industrial information and automation field and has independent core technologyproductmanufacturerAnd system integration service providers, the institutions under investigation have also paid close attention to intelligentmanufacturingBusinessbusinessMode and future development trends.

　　Juzi TechnologyMainly engaged in the technical services in the field of intelligence and optoelectronic technology, as well as the sales of electromechanical equipment, computer software and hardware and auxiliary equipment.

(Source: China Fund News)

(Editor in charge: DF064)