2016-08-04 15:11
Special observation: enter the health industry big homey conceal transformation dilemma
[direct reporting network Beijing on August 4 News (reporter Hugh) on 18 June 2015, Shandong Haodangjia Marine Development Co., Ltd. (hereinafter referred to as the homey) released Shen card statement, to enter the direct selling homey high hopes, so homey external direct marketing management team already in place, direct sales headquarters located in Qingdao. But "straight thing" (micro channel ID:cndsn-zxbdw) noticed, anxious to transformation of the homey is in the direct selling license is not publicized staged the a "face" drama.
Plump skinny ideal reality
The performance has been declining for a homey transformation of cloven hoof
"Straight thing" (micro channel ID:cndsn-zxbdw) found that Shandong homey, chairman of the company Tang Chuanqin in 2015 annual general meeting said, future will adhere marine industries, through the extension in the health and consumer, beauty industry, build medical cosmetology, ocean fast food 2-3 billions of level of industry, forming a new industrial pattern, promote the company in the future several years of rapid growth. Although for the future transformation of the routine full of confidence, but straight thing to notice, located in Weihai, Shandong homey is to seafood such as sea cucumber breeding, sales oriented industry. However, in recent years China high-end consumption shrinking, the company's performance is also plummeted.
In 2011, homey operating income and net profit still 8.81 billion yuan and 2.07 billion yuan, profit rate, the company is far higher than that of the general manufacturing enterprises. But in 2015, despite the company's efforts to maintain operating income of 987 million yuan, net profit of only 35 million 193 thousand and 900 yuan, compared with the average profit margins of household electrical appliance enterprises is also thin. At the same time the state of the eight provisions of the compression of public consumption, high-end catering market space, the impact on the formation of sea cucumbers demand, while the price of sea cucumber has continued to decline, approaching the cost line. So it seems imperative to find new profit for enterprise transformation.
"Straight thing" (micro channel ID:cndsn-zxbdw) noticed hurried transition homey apparently did not do a good job the preparation, announcement and numerous agencies sought but lead to hand the again and again the question. In a depression of the traditional industries, the transition, it seems to be the stock market changed its name to become the most fashionable trend. A CITIC built cast anonymous observers pointed out that a large number of Listed Companies in transition to form a typical routine, first through cooperation or is the acquisition of new business, to draw investors a tempting "cake", again a few institutions approach released Research Report campaign, giving shares "overweight" rating to foil, finally wait for the stock price soaring. Unfortunately, the transformation of the routine work too hard homey, let Shanghai caught.
From the sale of sea cucumber to face"
With the help of homey medical beauty desire to seek health industry made the face
"Straight thing" (micro channel ID:cndsn-zxbdw) learned that recently the largest sea cucumber aquaculture enterprises, homey in deteriorating performance in said, with South Korea Qingxin hospitals conspire health industry. Originally wanted to rely on "cosmetic surgery" to achieve the "face" of the homey, but run counter to one's desire.
July 6, homey and South Korea Qingxin International Hospital reached a strategic cooperation agreement, notes "straight thing" (micro channel ID:cndsn-zxbdw). According to the agreement, the two sides will in cooperation in the field of medical cosmetology, micro plastic, dry cell therapy, anti - aging, health examination and depth, homey will in the domestic help Qingxin international hospital medical service promotion. The two sides also proposed the mode of cooperation, homey to its own channels, other channels and its own membership database promotion Qingxin international hospital medical services products, Qingxin international hospital agreed to give preferential price policy. Qingxin international hospital agreed to help set up high-end smart homey hospital in the country." According to said headed choice in cooperation with the International Hospital of South Korean Qingxin can also draw a good "pie", after all, homey place of Weihai is China ROK FTA only the first demonstration area. However, hand in listed company supervision department is keen to found the announcement, homey details description company about the health industry development strategy, the more deadly is, Huatai Securities, Shen million yuan and Tianfeng securities three brokerage agencies respectively recently released a homey and pure heart hospital research reports of strategic cooperation and cross-border restructuring matters, and give the stock of the company "overweight" rating.
In this regard, listed on the Shanghai stock exchange company supervision department "unceremoniously" pointed out, the company in the announcement of the strategic cooperation agreement before the disclosure of whether to accept related research, the board secretary whether to accept a telephone interview; if there is, please instructions to accept investigation and interview time. "At the same time, please control the research reports and meeting minutes, description, the company is involved in before the disclosure of the information disclosure of the major issues, the content and the research reports and meeting minutes is true." To this end, homey had to suspend self-examination, the company to verify the situation and reply to the letter of supervision after the resumption of application. There is no doubt, in the supervision of listed companies and an unprecedented moment, once confirmed that the question, homey overwhelmed "hand in hand" pure in heart hospital, to enter the United States medical health industry strategic planning, no doubt will be severely disrupted. Even "die."
From the "face" to "change the mouth"
It is hard to find that homey transformation in power"
"Straight thing" (micro channel ID:cndsn-zxbdw) noticed originally homey cross-border transformation prior to the announcement in the certainty. But when the upper hand over the requirements of its detailed explanation, the tone has changed. On the 13th of July to make the reply, homey explained, to the signing of the framework agreement is a bilateral cooperation will and strategic agreement, cooperation has not yet been substantial development, nor the feasibility demonstration. " For why even argument not hastily signed a framework agreement, issued a notice, homey secretaries Li Junfeng accept the Economic Observer newspaper "reporter the interview said. The company has been health as the enterprise's strategic direction of the transformation, early to do a market survey, signed a framework agreement is like two people fall in love and get married, but also there is still a divorce possibility."
Originally, several securities institutions and the release of research reports, but also to give the stock overweight rating, so that some investors are confident. Kehao headed transit added transition almost without any advantage, "homey is the first foray into the field, the company currently has no professional staff, also does not have the technical conditions and business experience."
"Straight thing" (micro channel ID:cndsn-zxbdw) found, personnel, nor technology and experience, is even the only common customer groups translates up is also very difficult, could not help but let teeters on the National People's Congress, so transformation to success? Secretaries Li Junfeng said, there is no experience to learn, there is no talent can recruit. Although he also say not clear company do this in preparation for a long time, but are convinced that "sea cucumber consumption groups, pay close attention to very much their own health, it is possible to check the body, to South Korea to become pure heart hospital customers."
It is not difficult to see, a miniature homey only recently listed companies frequently transition. In these transformation of the company, most of the direction of the transition to choose the right moment of the industry. A listed company drive this should have a industry + capital "wheel, if only pay attention to industry, ignore the capital, often enterprise development speed is slow; if too much emphasis on capital, ignoring industry development, the enterprise will appear excessive bubble phenomenon. However, many companies seemingly "tall" industrial prospects and direction is not clear, some industry cutting-edge technology of surviving a major defects, some listed company, neither the resources accumulated and without sufficient preparation for the blind transformation. 3
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Editor: Xiao Shen
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