Liang Yi of exercitation reporter Piao
On March 31, enter close do poineering work board the Inc. of vaccine of Hua Lansheng content that already asked ask (abbreviation " Hua Lan is vaccinal " ) update book of raise capital by floating shares again, this second IPO drafts financing 2.5 billion yuan, the orgnaization that protect Jian combines negotiable securities for Hua Tai.
This second IPO drafts collect to join a project in, hua Lansheng content throws the amount that research and development of new coronal vaccine produces to exceed 1 billion yuan, in the condition appears on the market or approval is being obtained to add on our country market at present is permissive urgent use new coronal epidemic disease shares 5, how many opportunity does Hua Lan's vaccinal new coronal vaccine still have?
Assault of fund of one of tall Ling, morning becomes a shareholderHua Lan of predecessor of Hua Lan vaccine is finite fasten division of You Hualan biology, Hong Kong health collective and contributive the finite liability company that create (stage HongKong and Macow and churchyard are joint-stock) , hua Lansheng content holds a 75 % , hong Kong division health hold a 25 % .
According to Hua Lansheng content (002007.SZ) annals showed 2020, 2020 year of company realize total battalion to receive 5.023 billion yuan, grow 35.76% compared to the same period, vest in appears on the market the net gain of company shareholder is 1.613 billion yuan, grow 25.69% compared to the same period. And pull the core point that moves outstanding achievement growth to depend on Hua Lan vaccinal products business, does that accuse its this share company Hua Lan vaccine to tear apart come to hand in place greatly to do poineering work board appear on the market appetent He Wei?
Interfacial journalist notices, eve of IPO of Hua Lan vaccine, hua Lan vaccine introduces two battle to cast, be filled with business management to consult partnership company for Hua of Henan tall Ling respectively (limited partnership) (abbreviation " tall Ling Hua is filled with " ) open bright management to consult partnership company with one of morning of new rural area (limited partnership) (abbreviation " morning one is opened bright " ) . Among them, tall Ling Hua is filled with suffer with 1.242 billion yuan let Hong Kong family the Hua Lan of health hold is finite the part is contributive 9 million yuan (corresponding 9% equity) ; Open by morning one bright suffer with 828 million yuan let Hong Kong family the Hua Lan of health hold is finite the part is contributive 6 million yuan (corresponding 6% equity) .
And the fund that tall Ling Hua is filled with and morning one opens bright backside is tall Ling capital respectively and morning one fund of Liu Xiaodan. Tall Ling capital is one of investment fund with the biggest scope of management of Asian area asset, and Liu Xiaodan has inside course of study " buy queen " say.
Weather eye checks data to show, tall Ling Hua is filled with held water on March 20, 2020, register the ground to be located in Henan new rural area, morning one is opened bright also held water on March 18 at of the same age, registering the ground also is Henan new rural area, and Hua Lan vaccine registers the ground to still be Henan new rural area.
For this, hua Lan vaccine announced Hua Lansheng content to tear apart Hua Lan vaccine to appear on the market mainly in book of raise capital by floating shares accord with " tear apart a certain number of regulations " each regulation.
Deliver benefit of new coronal vaccine greatly how?2018 - 2020 (inside report period) , vaccine of flu of Hua Lan vaccine achieves sales revenue respectively 69, seven million three hundred and forty-one thousand seven hundred yuan, 104, two million nine hundred and seventeen thousand four hundred yuan, 242, one million eight hundred and twenty-seven thousand seven hundred yuan, hold the corresponding period advocate the scale of business Wu income is respectively 87.00% , 99.55% with 99.87% , amount reachs the trend that holds rapidder than all appearing growth, among them business income of vaccine of splitting decomposition of virus of 4 price flu is more bright eye.
Notable is, hua Lan is vaccinal 2020 close with battalion of the 2nd quarter first quarter for - two million seven hundred and eleven thousand nine hundred yuan are mixed - one million six hundred and twenty thousand three hundred yuan, and the 3rd quarter and battalion of the fourth quarter receive amount cruel add, it is respectively 111, seven hundred and twenty-eight thousand nine hundred yuan with 131, eight million six hundred and fifty-six thousand eight hundred yuan,
Hua Lan vaccine explains to this, appear the item characteristics that the reason of afore-mentioned phenomena is flu vaccine, production and sale cycle are had very apparent seasonal feature.
Inside report period, interest rate of wool of vaccinal flu vaccine is Hua Lan respectively 85.38% , 85.05% with 89.61% , wool interest rate is overall show ascendant trend, interest rate of wool of vaccine of splitting decomposition of virus of 4 price flu is more strong 2020 on 90 % .
In addition, financing is cast in this second collect China orchid vaccine also plans to use 1.08 billion yuan at flu vaccine development and industrialization and existing product to supply safeguard ability to build a project, existing product the productivity promotion of vaccine of splitting decomposition of virus of 4 price flu comes 10, 0 agent / year enlarge produces an item.
According to the great river cubic metre of money of great river signing up for · reports, fact of Hua Lansheng content charges a person in good health express, 3 time orchid biology will finish tomorrow stage by stage Hua Lan is vaccinal board piece He Hualan gene board piece appear on the market, final implementation appears on the market by 1 company development becomes 3 to appear on the market the pattern of the company. To Hua Lan's at present vaccinal layout, should do more make strong fist product greatly, heavy storehouse " flu is vaccinal " , is not hair force all vaccinal products.
And this second collect sends Hua Lan vaccine in the project, 761 million yuan use Yu Xinguan's pneumonic and vaccinal development and industrialization project. Include Hua Lan vaccine to be aimed at spread virus of new-style coronal shape is pneumonic the virus of new-style coronal shape that begin is pneumonic and vaccinal (recombine a person 5 model gland virus carrier) destroy with virus of new-style coronal shape the vaccine of two kinds of types has live vaccine the item that research and development, quantity produces, the project carries out deadline 2 years.
Sign day up to manual of this raise capital by floating shares, before vaccine of carrier of paragraph gland virus already was finished clinical before research and security evaluation, awaiting the clinical give an official of center of national medicine careful; Paragraph virus destroys live vaccine is undertaking after clinical declare preparation.
In addition, the company still plans to use 290 million yuan at platform of new-style and vaccinal research and development to build a project, this project construction is used at virus kind, lab of microbial vaccinal research and development reachs fine fungus and cause of disease of relevant and advanced course examine detect wait for platform, main content is biology safety 3 class (BSL-3) live thing of lab, animal is safe 3 class (ABSL-3) lab, new-style vaccinal research and development and examine detect lab, cost 2 years likewise.
Up to distribute news dispatches day, approval is obtained to add a condition to appear on the market on our country market at present permissive perhaps urgent use new coronal epidemic disease shares 5, among them two are developed by institute of institute of biological product of Beijing of biology of China of group of traditional Chinese medicine, Wuhan biological product, and Beijing place develops virus of new-style coronal shape to destroy live vaccine (Vero cell) appear on the market at will adding a condition to approve on December 31 last year.
According to Chinese biology government small signal shows, on March 26, accumulative total of vaccine of two new coronals supplies institute of institute of biological product of Beijing of biology of China of group of traditional Chinese medicine, Wuhan biological product the whole world breaks through 100 million agent. Up to now, already vaccine of new coronal of biology of 50 countries and China of group of area approval traditional Chinese medicine is registered appear on the market or urgent use, have an inoculation exceeds 80 million agent, vaccinal crowd enclothes 190 many countries to fasten, get international society is approbated extensively with high recognition.
There already was vaccine of virus of many new coronal to add a condition to approve the circumstance that appear on the market to fall at present in home, the new hat that vaccinal and big collect throws Hua Lan is pneumonic and vaccinal, future whether obtain enough market space, dividing a cup of a thick soup still is unknown.
The bad Zhang of group of traditional Chinese medicineInside report period, value of face of Zhang of money of company receivable Zhang is respectively 53, 9.962 million yuan, 68, nine million four hundred and forty-six thousand eight hundred yuan with 152, nine million eight hundred and six thousand eight hundred yuan, occupy each period the scale of business income is respectively 67.27% , 65.72% with 63.05% , dimensions of receivable Zhang money is fast and outspread.
Report period each period end, before money of company receivable Zhang 5 aggregate it is respectively 7, seven million one hundred and ninety-nine thousand four hundred yuan, 9, three million five hundred and thirty-five thousand nine hundred yuan with 13, one million seven hundred thousand one hundred yuan,
Notable is, inside report period, the company has brushstroke to be opposite Inc. of industry of drug of group of traditional Chinese medicine (the following abbreviation " group of traditional Chinese medicine " ) receivable Zhang money thirty-seven million four hundred and sixty thousand four hundred yuan, zhang age 5 years of above. Actually, book of raise capital by floating shares shows, this is the receivable Zhang money that brushstroke is as long as 10 years.
Home appeared 2009 epidemic situation of armour H1N1 flu, splitting decomposition of virus of flu of armour of production of Hua Lan vaccine H1N1 is vaccinal (the following abbreviation " armour sheds vaccine " ) , entrust Inc. of industry of drug of group of traditional Chinese medicine to deserve to send armour to shed vaccine to countrywide each district. The company deserves to send armour of portion of seven million one hundred and sixty-five thousand two hundred person to shed vaccine to group of traditional Chinese medicine in all, total amount 16, four million seven hundred and ninety-nine thousand six hundred yuan. Up to on December 31, 2016, group of traditional Chinese medicine already paid 12, seven million three hundred and thirty-nine thousand two hundred yuan, odd 3, seven million four hundred and sixty thousand four hundred yuan have not pay. 2017, the company presses bad Zhang of receivable Zhang money preparative plan carries policy, money of receivable to this Zhang according to of 100% plan raise scale sum plan carried bad Zhang preparation, till 2020, vaccine of Hua Lan of money of this receivable Zhang still did not call in.
Interfacial journalist notices, hua Lan vaccine currently holds the post ofgeneral manager Sun Shubin to ever was in 2004 at coming 1984 institute of biological product of Lanzhou of Ministry of Public Health (institute of Lanzhou biological product is born in showing traditional Chinese medicine finite liability company) hold a post.
Concern besides the client, group of traditional Chinese medicine and Hua Lan are vaccinal and likely much a competitor relation.