被砸懵了!“東北藥茅”閃崩跌停,近2年市值縮水1400億,啥情況?
剎不住車,長春高新自21年中旬股價突破新高500元新高後便開啟了跌跌不休之路。
今日長春高新股價跳水,截至3月17日午盤,長春高新已封跌停板,報166.33元,總市值673.15億元,成交額33.79億元。從21年股價高點計算,其市值已蒸發約1400億元。

對於今日股價閃崩跌停,原因還沒有查明。對於網上關於公司產品被納入新的集採、海外競品降價、財報數據提前泄露等傳言,公司都予以否認。
公司迴應正在查相關原因
長春高新證券部工作人員迴應稱,公司方面已注意到股價波動,正在查找相關原因。目前公司經營一切正常,也無集採相關任何消息。此外,關於公司是否存在財報數據泄露,該工作人員表示,目前財報還在審核中,尚未遞交,證券部也還沒看到具體財務數據。
資金方面,截至發稿,長春高新遭主力資金淨流出6.34億元。

值得注意的是,長春高新上一次跌停出現在半年前的2022年8月18日,隨後該股出現一波下行行情,跌幅超25%。

近幾年淨利潤增速明顯下滑
公開資料顯示,長春高新主營業務以生物製藥、中成藥生產及銷售為主,輔以房地產開發、物業管理等,主要業績貢獻子公司金賽藥業輸出,金賽藥業主要從事基因工程生物藥品的研發、生產和銷售,主要產品為注射用重組人生長激素(粉針劑)、重組人生長激素注射液(水針劑)、聚乙二醇重組人生長激素注射液(長效水針劑)等人生長激素系列產品。
財務數據方面,2022年前三季度,長春高新及各子公司經營穩健,核心醫藥企業收入、淨利潤持續增長。其中,公司實現營業收入96.46億元,同比增長17.09%;實現歸屬於上市公司股東淨利潤34.65億元,同比增長10.09%。
2019年-2021年,長春高新的淨利潤增速分別為76.36%、71.64%、23.33%。淨利潤增速明顯在下滑,且2021年增速出現斷崖式下滑。
公募基金持倉家數鋭減
有醫藥研究員猜測,該股基金持倉比較重,而最近有相當一部分基金可能需要調倉去買中字頭和人工智能。此外,還有一些基金換了基金經理,也會出現先把前任持倉剁掉的情況。
而最近5個報吿期以來的持股總數與基金家數數據也反映出,機構對於長春高新的態度也發生了明顯變化。
據統計,公募基金從2021年四季度的9144萬股減倉至22年四季度的4087萬股,減倉幅度高達55%。整體來看,公募基金持有長春高新的數量已經從803家大幅鋭減至116家了。

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