Original title: Gaining 6 daily limit with a total market value of over 10 billion Langzi is the main business of clothing or medical beauty?
Newcomers
Landed in the small and medium board market in August 2011Longzi shares, Used to be pure ladiesenterprise. However, with the decline in the main business, Longzi entered the medical beauty industry by way of acquisition. Until November this year,the companyThere is no sense of presence in the secondary market.Surprisingly, on November 2, the company started from a stock price of 9.4 yuan and rose by 6.17%.Dayang LineOpened this wave of quotations.
From December 7th to 14th,Longzi sharesA total of 6 daily limit was obtained, becoming a well-deserved star stock. Yesterday’s closing price was 23.4 yuan, and the total market value exceeded 10 billion yuan.
Undoubtedly, the company has stepped on the front of medical beauty. The reporter noticed that at the end of October before the surge,Longzi sharesDisclosure that it plans to invest 300 million yuan to establish in ChengduWholly-owned subsidiary, Responsible for the operation and management of the company’s fashion medical beauty and women’s clothing business in the central and western regions.announcementAfter the disclosure, Longzi shares obtainedInstitutional researchThe frequency has risen sharply. Since November, the company has disclosed 6 investor relations activity records, during which a total of at least 181 institutions have been received.ResearchTopics are all around the business of the medical aesthetics sector.
In the research activities, Longzi shares mainly introduced the two major medical aesthetics under its “Jingshui Medical Beauty” and “Milan Baiyu”BrandBusiness situation. Among them, Crystal Skin Medical Beauty focuses on laser and micro plastic surgery medical beauty services.PositioningTo be satisfiedclientIts business has generally grown to a scale of nearly 200 million yuan for the needs of youthful shaping. Milan Boyu is a high-end comprehensive plastic surgery hospital medical beauty brand.
Public information shows that due to the impact of the epidemic, the income of Longzi shares has dropped sharply this year from the previous year, but the income of medical beauty has achieved contrarian growth. In the first three quarters of 2020, the company achievedOperating income1.997 billion yuan, to the motherNet profit49,993,700 yuan, during which, the medical beauty business realized income of 598 million yuan, which went to the motherNet profit46.99 million yuan.In other words, most companiesprofitFrom the medical beauty business.
Brain-burning “main business”
It’s worth mentioning that on December 14th, Longz Fashion (Hong Kong) Co., Ltd. announced that in order to further focus on its main business, after careful review of the company’s board of directors, the company’s wholly-owned subsidiary Longz Fashion (Hong Kong) Co., Ltd. The intended buyer also chooses the opportunity to dispose of all the remaining 8.12% equity of South Korea L&P held by it. L&P is a well-known cosmetics company with rapid growth in South Korea in recent years, and its business scale ranks among the forefront of the same industry in South Korea. At the end of 2015, Langzi gradually acquired the company’s equity.
“Focus further on the main business”, according to investors’ understanding, the current business of Longzi shares is clothing, and the company’s divestiture of investment in cosmetics seems to be confirming this judgment, but the company is currently walking with a “value economy” market. According to the data, the proportion of revenue from the medical beauty segment of Longzi shares has continued to increase from 6.25% at the end of 2016 to 28.3% at the end of 2019.
Regarding this “brain-burning problem”, investors in Shanghai told reporters yesterday that “the company had communicated with institutions before,ExecutivesAdmit that the current medical beauty isMain forceBusiness, but due to the boss’ emotional factors, the women’s clothing business will not give up. “
Previously, Langzi shares predicted in the three quarterly reports that the net profit in 2020 will be between 100 million yuan and 150 million yuan.YoYAn increase of 70.13%-155.19%. At this institutional exchange meeting, company executives revealed that the women’s clothing business performed well on “Double Eleven”, and that the 30% annual income growth of medical beauty is not a big problem. The net profit attributable to the mother will be around 70 million yuan. There will be one next year. Billion profits.
Giants are hard to come out
The trend of Longzi shares has attracted regulatory attention. On the evening of December 11, after receiving 5 consecutive daily limits, Longzi shares received a letter of concern from the Shenzhen Stock Exchange, and was asked to explain the specific development of the medical aesthetics business, the business growth rate, the profit model, and the mainproduct/Services, core competitiveness; recent surveys received by institutions and individual investors, whether there are any violations of the principle of fair disclosure; and whether the company’s directors, supervisors, senior managers and their immediate family members have been buying and selling company stocks, and whether there is The situation of suspected insider trading and other issues.
Judging from the disk, Langzi is obviously in the stage of hot money speculation recently.FromLonghubangLook, it mostly includesEverbright SecuritiesShenzhenKanedaSales Department, Guosheng Securities Ningbo Sangtian Road Sales Department, Xiangcai Securities ShanghaiLujiazuiThe sales department and other well-known hot money appeared among them.
During the exchange, investors in Shanghai said that most medical beauty brands currently do notBrand ValueOnly the main doctor’s sign.Longzi’s medical beauty brands started in Chengdu and Xi’an, and the institutions under its jurisdiction are also concentrated here. “The two places have great potential for medical beauty consumption, and the relative competition is not fierce. Because the company adopts the same city chain model, the same city institutions share stars. Doctor and highunit priceEquipment to strengthen operational coordination, but the follow-up company chain replication acceleration is inevitable, if in the wholeNew cityExpansion, the cultivation period will naturally be extended, and it is also full of uncertainty. “
Longzi also revealed that there will be 1-3 institutions included in listed companies during the year. The mid-end medical beauty brand Crystal Skin will expand at a rate of four or five new stores every year. “Milan Baiyu’s expansion is more difficult. For other remote expansions, Crystal Skin needs a one-and-a-half year training period, and Milan Baiyu needs 2-3 years. ”
(Source: Jinling Evening News)
(Editor in charge: DF537)
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