突發!千億“藥茅”片仔癀跳水,高管雙雙被調查,公司緊急迴應
今日,“藥茅”片仔癀盤中突發跳水,由升轉跌,截至發稿,跌超3%,報299.3元/股,總市值1806億元,成交額8.09億元。

消息面上,片仔癀高層出現“巨震”,公司高管劉叢盛、潘傑被漳州市紀委監委紀律審查和監察調查。
元老雙雙被查
據“漳州紀委監委”消息,片仔癀黨委委員、副總經理劉叢盛涉嫌嚴重違紀違法,目前正接受漳州市紀委監委紀律審查和監察調查。片仔癀第一大控股股東九龍江集團有限公司黨委書記、董事長潘傑也因涉嫌嚴重違紀違法,目前正接受調查。

今日午間,片仔癀發佈公吿稱,近日,公司接到紀檢監察部門通知,公司董事、副總經理劉叢盛因涉嫌嚴重違法違紀,正接受漳州市紀委監委紀律審查和監察調查。截至公吿披露日,公司其他董事、監事及高級管理人員均正常履職。
片仔癀表示,將盡快對劉叢盛原負責的業務做好妥善安排,使公司的正常生產經營不受該事項影響。截至公吿披露日,公司尚未知悉劉叢盛被調查的具體原因。後續,將根據相關規定,及時履行信息披露義務。
劉叢盛和潘傑算是片仔癀的元老級人物了。劉叢盛從1991年就進入片仔癀工作,先後擔任供銷科副科長、副總經理等職位。隨着履歷的豐富,2022年6月被增補進入片仔癀董事會。
潘傑則是從1999年擔任片仔癀的大股東九龍江集團的總經理,2021年4月接替片仔癀董事長。不過,僅8個月後,潘傑就辭去了董事長之職。不久後,潘傑再度執掌九龍江集團,出任公司黨委書記、董事長。
高管雙雙被調查,引發市場擔憂,公司股價也一改前幾日的升勢。
剛經歷最強升價
就在不久前的5月6日,片仔癀剛發佈了提價公吿,鑑於公司產品的主要原料及人工成本上升等原因,主導產品片仔癀錠劑國內市場零售價格將從590元/粒上調到760元/粒,供應價格相應上調約170元/粒;海外市場供應價格相應上調約35美元/粒。
這也是片仔癀時隔三年再次提價,幅度超29%,為有史以來最大。
片仔癀還在公吿中表示,價格的上調可能使得片仔癀系列產品銷量出現變化。參照過往的價格調整,公司經營情況一般呈現穩步增長的狀況,但由於市場的因素較為複雜,不排除存在銷售數量下降的情況。
但市場似乎很看好,提價後的首個交易日,公司股價就一字板升停,連續三個交易日收紅,累計升幅超13%。

對此,券商也普遍表示看好。東吳證券認為,提價有望為片仔癀帶來業績彈性,有效對沖成本上升帶來的利潤壓力。傳統品牌中藥消費者認可度較高,具備量價齊升的空間。
中信證券也認為,片仔癀的核心產品具有稀缺特性,掌控核心原材料天然麝香供應。此次提價幅度超出預期,在消費升級驅動下,公司系列產品有望持續兑現量價齊升邏輯。
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