Ye Tan: Qin Shihuang didn't expect that A-shares would fry the elixir of life after 2200.

A shares have a bullish trend. When a small long cow arrives, any wonderful concept can rise.

The concept of "elixir of life" suddenly broke out!

On July 14, the NMN concept (also known as the concept of "elixir of life") was gorgeous and retrograde.

Yaben Chemical, Jindawei, Brother Technology, Red Sun, Fengyuan Pharmaceutical, Erkang Pharmaceutical, Youa Shares and other collective daily limit. From July 9 to July 15, the share price of leading stock Jindawei rose by 6 1.09% in five trading days. Yaben Technology increased by 37.3 1%, and Brother Technology increased by 32.77%.

Standing on the tuyere, pigs can fly.

Since the Qin Dynasty, people have been speculating on the topic of immortality. By 2020, people still refused to let go and humiliated him severely in the stock market.

In this issue, Tan Tan talks about the exchange of bulls and bears and the exotic concept stocks in the bull market.

A bottle of elixir 1699 yuan.

The market value of six trading days increased by 654.38+00 billion!

Let's first sort out the popular path of the concept of "elixir of life".

The reason is a question and answer in the interaction of Shenzhen Stock Exchange.

On July 9, someone asked Mr. Jin Dawei in the interactive exchange of Shenzhen Stock Exchange, saying that he searched for a product named "Dr. Black & Decker NMN β- nicotinamide single nucleotide NAD" (the name is a bit long, hereinafter referred to as NMN) on Tmall. It's already on the market Is this a new product of Doctor‘s Best, a subsidiary of Jindawei?

Secretary Jin Dawei replied, yes. The new product listed by Jindawei is produced in a factory in the United States.

Please note that Shenzhen Stock Exchange interaction was originally a platform for dialogue between investors and listed companies, but now many hot money are speculating on this platform, for reasons similar to Baidu's Q&A.

This problem does not rule out the possibility of hot money speculation.

During the six trading days from July 9 to July 16, kingdawei rose by more than 53%, and its market value soared by 9.788 billion yuan.

Questions and answers spread the news and the media added bricks and tiles.

1On the evening of May 7th, China Fund reported that "China version of the elixir of life" was listed, and the concept of NMN broke out in an all-round way! This plate has a collective daily limit. Although there was no roll call, but according to the title, Jin Dawei was furious.

China Fund strongly supports it, and we went to Tmall to have a look at the products. As of July 2 1 day, 4,340 bottles have been ordered, and the price of each bottle is 1699 yuan. It takes 15 days to deliver the goods after placing the order.

Is the threshold of this "immortality" medicine too low?

If Qin Shihuang, Han Wudi and Li Shimin knew what was underground, they could only blame themselves for being born early-alchemy took so much effort that it could be solved in 2 1 century with more than 1000 yuan.

Man's obsession with immortality has never stopped.

In 20 17, after taking NMN supplement from an American company, Li Ka-shing said that he "felt 20 years old again" and immediately invested $25 million with a big hand.

From 2065438 to early 2009, Pan Shiyi also published a Weibo, saying that a professor at MIT recommended an American-made "elixir of life" containing NMN. After eating it, his nails grew faster.

Can NMN really make people live forever?

Li is a representative, can it really make people live forever?

The slogan of NMN Tmall flagship store is "Anti-aging, Save Youth", and dare not mention immortality.

Briefly explain the anti-aging principle of NMN;

Previously, the world's top journals such as Cell and Nature published many articles about the efficacy of NMN, indicating that NMN can help anti-aging, repair DNA, exercise, lose weight and relieve diabetes.

NMN is helpful for anti-aging, but it is just a routine health care product. It has nothing to do with "immortality"

Eating more tomatoes and chicken can also help beauty beauty, and no one vigorously promotes that lycopene can stay young forever.

On July 20, Jindawei announced that the proportion of this product in the company's sales was extremely low, which did not have a significant impact on the company's current performance, and the future sales scale was also uncertain. Please pay attention to investment risks.

After the news was announced, the market opened at 16, and many stocks of NMN concept plummeted. 17 rose to 44.8 yuan again, with a cumulative increase of nearly 70%. The latest market value was 2761800 million yuan. Investors are playing with a heartbeat, and the amplitude of three trading days exceeds 20%.

Did the investor who bought Jindawei get it right?

Get rid of the gimmick of immortality and buy the shareholders of Jindawei. Right?

No rights, only losses. The concept of following the trend is a gamble, and I am willing to lose.

Return to the origin of value investment.

Kindawei's stock itself is ok.

Although it is not a leader, it is surrounded by strong enemies, but it has completed the initial layout of the sports nutrition industry chain, covering the whole link from raw materials to production to sales.

The main products of Jindawei are nutrition and health care products (revenue accounts for 52.86%), vitamin A and coenzyme Q 10. It is said that NMN can resist aging and improve organ function. At present, it is the only one in China, and its price is cheaper than the international market. This is an advantage.

Jindawei has no moat technically, and the double increase in net profit is mainly due to vitamin A.

On July 13, Jindawei's daily limit was up, indicating that vitamin prices were rising.

From the perspective of product structure, health care products have skyrocketed through mergers and acquisitions. In 20 18, the income and gross profit of vitamin A accounted for 27% and 42% respectively, and the income and gross profit of coenzyme Q 10 accounted for 2 1%.

In 20 19, 97.4438+0% of sales revenue of Jindawei came from nutrition and health products. As for products, in 20 19 years, 52.86% of the company's sales revenue came from nutrition and health food, 22.74% from vitamin A series, and 17.04% from coenzyme Q 10 series.

But there are some incredible things about this enterprise.

15 on the evening of April 5, kingdawei released the 20 19 annual report, and its net profit dropped sharply. Although the annual operating income was 301.90 billion yuan, it increased by1.1.0% year-on-year; However, the net profit before and after deduction decreased by 34.42% and 39.42% year-on-year, reaching 450 million yuan and 390 million yuan respectively.

You know, in 20 18 years, Kindawei's net profit after deduction increased by 4 1%.

The controlling shareholder of Jindawei pledged 60% of its shares and reduced its holdings by 6,543,800+0,233,000 shares because it needed funds, but correspondingly, the net cash flow generated by Jindawei's operating activities in 2065,438+09 was 965,438+0,800 yuan, up by 3.55% year-on-year, almost more than twice the company's net profit.

The controlling shareholder is not short of money at all, so why cash out?

This company benefits from environmental protection policies and international acquisitions.

In addition, most of Jin Dawei's sales revenue comes from overseas. In 20 19, 78. 19% of the income came from foreign markets, and 2 1.85438+0% of the income came from domestic sales. If it is true, it is certainly a good thing, but I have seen too many companies before, and there are a series of inexplicable transactions overseas, which eventually exploded.

It is a good thing that environmental protection is tightened and funds are concentrated in head enterprises.

Once environmental protection measures are tightened, the price of raw materials in the vitamin market will rise. In addition, the company is one of the three largest VD3 manufacturers in the world and one of the six largest VA manufacturers in the world. Has mastered the core technology of large-scale production of microalgae DHA and plant ARA and has the ability to expand production.

As soon as environmental protection is checked, other enterprises will be finished, and Jin Dawei smiled.

At the special stage of this year, everyone is busy eating health care products to nourish their bodies.

Suppose that in the future, 500,000 people in China will buy the so-called elixir for a long time, 6 million bottles a year, and the sales will be close to 654.38+0 billion yuan.

Whether he will live forever or not, eat it first, which reflects everyone's desire for immortality.

Every few years, there will be wonderful concept stocks flying to the sky. This kind of company either doesn't explode, delivers packages or explodes.

Today, Jin Dawei was fired, and Chongqing Beer Hepatitis B Vaccine and Dong 'e Ejiao were fired.

Want to know the inside story of Chongqing beer hepatitis B vaccine and Dong 'e Ejiao? Want to know how to cultivate and eat meat in the face of the bull market?

Welcome friends who want to listen to these contents to stay, click on the column card at the bottom of this article and watch "Tan Tan Niu Xiong Hui". See you in the video!