Gree Real Estate entered the medical Fangda Steel proposed to enter the pharmaceutical shares

strong cooperation.On the evening of May 10, Gree Real Estate announced that it intends to purchase 95.86 million shares of Cohua Bio by agreement, accounting for 18.63 percent of Cohua Bio's total shareholding and trading at a total transaction price of 17.26 yuan.On the same day, Northeast Pharmaceuticals received a summary of the offer report from Fangda Steel, one of the controlling shareholders, and did not rule out increasing its stake in the company through the secondary market or other means.Cohua Bio and Northeast Pharmaceuticals are both in the market, and both have the potential to attract outside attention. The latter's year-end cash-wall red envelopes for several years have attracted a lot of industry attention, while a 2019 report by the former showed a better market share than D'Angene.Although the global in-body diagnostic market five giants are foreign enterprises, but as a high-quality in-body diagnostic enterprises such as Murray, Da'an gene, a echelon of Kohua biological, also has excellent results. Net profit of 247 million in 2018 and 273 million in 2019 is definitely a good report card.As a company that combines the core advantages of biochemical, immunological and molecular diagnosis, Kohua Bio also has an extraordinary role to play in the outbreak. According to the official website revealed that its new crown virus IgM/ IgG collage gold kit has been widely used in Italian testing centers. In the domestic kit near saturation, and actively expand overseas business. And its Xi'an Tianlong and Suzhou Tianlong are supported by special government funds, which are the few government funds to support the new coronavirus. Their own good grades, children's good grades, naturally will be bullish by the capital.Since the domestic economy's leading industry real estate and steel industry began to enter the medical, is the spring of medical care?According to pay intelligence and RISFOND's 2019 Pay White Paper, the turnover rate in the pharmaceutical industry in 2019 was 11.72 per cent for the fourth quarter and 9.67 per cent for senior executives. And the director and executive levels have been increasing since the second quarter.And the pharmaceutical industry from 2016 to 2018 year-end awards are also a slight downward trend, indicating that the overall still need to be improved and breakthrough.But the impact of the 2020 outbreak on the industry as a whole is positive, Spring River Plumbing Duck Prophet. The development of the industry needs the flow of talent, the headhunting industry for the industry personnel control obviously have more vision. More than half of headhunters in the IT, retail and medical device industries expect to see their performance grow in 2020.The crisis brings opportunity.Just as SARS in 2003 increased people's attention to health and health, led to the growth of disinfection cabinets haze in 2004 led to a significant increase in the air purification industry,2008 Taihu blue algae led to the development of water purifiers.Whether it is the crisis or the increase in the level of public consumption, will have a subtle boost to the health care industry. The same is the watch, some rely on the brand, luxury, some rely on the addition of communication functions, and the current hottest should be medical functions. This has also produced a lot of right and wrong, such as May 9th, artificial intelligence company Xueyang Technology held a press conference in Beijing, accusing Ping An good doctors of unfair competition, infringement of trade secrets, said Ping An good doctors use cooperative gimmicks to cheat technical information. At the heart of its controversy is a smartwatch with early warning, and it can be seen that energy and capital from all walks of life are chasing the medical market.If that's true, then we small and medium-sized enterprises, or start-up healthcare companies, must be careful in the face of acquisitions or partnerships. Core information will never be leaked, and actively protect the salary advantages of core personnel, to avoid colleagues become peers.It's a rare good thing for a company to be bought in large numbers, but not every business has a similar opportunity.First, to be clean, the system works normally, do not appear chaotic situation. In the face of chaos of enterprises, not to mention stocks, that is, white delivery also want to see if there is a large number of negative assets. And a system that has been unhealthy for a long time may have a difficult road to correct, and may even require a major blood change. Of course, the low net profit, not necessarily a loss, to look separately, because some of the foundation is money, belong to the bridge paving, this is not loss, is a necessary input. Second, there must be advantages of products. Unlike the luxury industry, the medical industry in general is still a safe and effective first. Brand speculation lively, may be just high marketing investment, may not have a real good product. The special attributes of the medical industry are destined to make it difficult to use Kinley to tie the hunger marketing way to grab the lid. Some stable small businesses do not necessarily have no investment value. Third, to meet the development trend of the industry. Any enterprise can not stop the development of history, Kodak film quality is so good, or lost to digital cameras. Fujifilm, on the other hand, has moved into the health industry, using the traditional advantages of film combined with artificial intelligence to establish a brand of medical technology. The trend of scientific and technological development is unstoppable, so the industry product development space should be measured as a hard indicator. As an investor, don't put too much weight on the high-value drugs of the moment. The higher the value of the drug, the more likely it is to be replaced. After all, there is room for price cuts, there is rigid demand for price differentials, and there will be more competitors. It's not about fear of competition, it's about the risks of investing in high-value drugs on a single level. The spring of the medical industry is indeed approaching, some of which are flying, but some of which are springy and cold. Can you live well, or look at the enterprise's own way. (
Industry Research
) References: Pharmaceutical Equity Investment Strategy 2019--- Structured Opportunities Highlighted, Optimistic about Innovative Drugs and IVD, Guangzhou Hang Seng 2020 Hunting Head Industry Research Report, Gu Lu 2019 Pay White Paper, Salary Intelligence, RISFOND 2020 Home Appliance Consumer Trends Report Ping An Good Doctor Plagiarism Anton Cloud, AI Finance