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新里程董事长林杨林被留置,3万张床的“医药保一体”巨轮驶向何方?
Di Yi Cai Jing· 2025-07-09 03:38
Core Viewpoint - The recent investigation of Lin Yanglin, CEO of New Mile Health Technology Group, raises concerns about the company's future, particularly regarding its planned capital increase and the injection of quality hospital assets into the listed company, which investors see as crucial for significant market value enhancement [1][3][11]. Group 1: Company Leadership and Investigation - Lin Yanglin has been placed under investigation by the Taiyuan Municipal Xiaodian District Supervisory Committee, with the company stating that the matters involved are unrelated to it [1][4]. - The stock price of New Mile Health showed minor fluctuations following the news, with a drop of 3.65% on July 7 and a rebound of 2.39% on July 8 [1]. - Concerns have been raised about the absence of Lin Yanglin from key investor meetings, which is considered unusual for a company leader [1][3]. Group 2: Company Background and Strategy - Lin Yanglin has been with New Mile since 2016, serving as CEO for five years and chairman for four years, focusing on expanding the company's hospital acquisitions [2][8]. - The company has a significant presence in Shanxi, having acquired control of the Jinmei Group Medical Health Company, which includes the largest tertiary hospital in Jin City [6][7]. - New Mile Health has over 40 hospitals with a total of 30,000 beds, with plans to expand to 40,000-50,000 beds in the coming years, particularly in provincial capitals [9][12]. Group 3: Financial Performance - In 2024, New Mile reported revenues of 3.8 billion yuan, a decrease of 2.95% year-on-year, while net profit increased by 296.13% to 115 million yuan [11]. - The first quarter of 2025 showed a decline in both revenue and net profit, attributed to industry-wide impacts from medical insurance cost control and centralized procurement [11]. - The company has pursued external acquisitions to enhance its medical service segment, including the acquisition of 100% of Chongqing New Mile Medical and 60% of Dongying Elderly Hospital [11]. Group 4: Future Prospects and Ambitions - Lin Yanglin's vision for New Mile is to create a comprehensive health group integrating medical services, pharmaceuticals, and insurance, akin to a Chinese version of UnitedHealth or Kaiser Permanente [15][16]. - The company aims to leverage its hospital network to provide stable customer sources for insurance products, enhancing the synergy between healthcare and insurance [15]. - Despite the current challenges, the company remains focused on long-term strategic growth and cost control as key components of its operational strategy [10][14].
新里程收盘上涨2.39%,滚动市盈率64.65倍,总市值72.49亿元
Sou Hu Cai Jing· 2025-07-08 08:44
Group 1 - The core viewpoint of the article highlights the performance and market position of New Mile Health Technology Group Co., Ltd, which operates in the medical services and pharmaceutical industry [1] - As of July 8, the closing price of New Mile was 2.14 yuan, reflecting a 2.39% increase, with a rolling PE ratio of 64.65 times and a total market capitalization of 7.249 billion yuan [1] - The average PE ratio for the medical services industry is 42.77 times, with a median of 47.19 times, positioning New Mile at the 34th rank within the industry [1][2] Group 2 - In terms of capital flow, on July 8, New Mile experienced a net outflow of 5.392 million yuan, continuing a trend of outflows over the past five days, totaling 127.0872 million yuan [1] - The company has been focused on pharmaceutical production for over 20 years, with its main products including traditional Chinese medicine, particularly the "Duyiwei" brand, which is recognized in the 2020 edition of the Chinese Pharmacopoeia [1] - The latest financial results for Q1 2025 show that New Mile achieved a revenue of 796 million yuan, a year-on-year decrease of 16.49%, and a net profit of 25.652 million yuan, down 9.35%, with a gross profit margin of 27.96% [1]
多维发力铸就高质量发展,新里程2024年净利润同比激增296%
Quan Jing Wang· 2025-07-08 04:17
Core Viewpoint - The company, New Mile Health Technology Group Co., Ltd., has achieved significant growth in revenue and profit in 2024, driven by strategic restructuring, resource integration, and technological innovation in the healthcare sector [1][3]. Group 1: Financial Performance - In 2024, the company reported a revenue of 3.799 billion yuan and a net profit attributable to shareholders of 115 million yuan, marking a substantial year-on-year increase of 296.13% [1]. Group 2: Healthcare Services Development - The company is addressing the uneven distribution of medical resources in China by expanding its healthcare services through strategic restructuring and scale expansion, focusing on regional medical needs [3]. - Key hospitals under the company, such as Siyang Hospital and Lankao First Hospital, are enhancing their specialized capabilities and optimizing their discipline layout to improve patient care [3]. - The company has successfully created a virtuous cycle of "scale expansion - quality improvement - efficiency growth" by enhancing operational efficiency and cost control, leading to increased market share and patient satisfaction [3]. Group 3: Pharmaceutical Manufacturing - With over 20 years in pharmaceutical manufacturing, the company has established a competitive advantage in the traditional Chinese medicine sector, centered around its core product, "Duyiwei Capsule" [3]. - The "Duyiwei Capsule" has been recognized for its unique efficacy, high safety, and low treatment costs, being included in the Chinese Pharmacopoeia and various national medical insurance directories [3]. Group 4: Marketing and Brand Development - The company has developed a dual-driven marketing model of "distribution + specialized academic promotion," investing in academic promotion for nearly a decade to build a stable sales team [4]. - The "Duyiwei" trademark was awarded "China Famous Trademark" in 2024, further solidifying its market position [4]. Group 5: Industry Trends and Future Outlook - The healthcare industry in China is experiencing favorable conditions due to an aging population and increasing chronic disease prevalence, with over 260 million chronic disease patients [4]. - The company plans to continue focusing on its dual main businesses of "healthcare + pharmaceuticals," enhancing regional medical center construction and increasing investment in innovative drug research and development [4].
新里程“改革范”董事长林杨林被留置调查 首季营收降逾16%全年49亿目标难期
Chang Jiang Shang Bao· 2025-07-08 00:28
Core Viewpoint - The chairman of New Mile, Lin Yanglin, is under investigation, which raises concerns about the company's future performance and governance [1][5]. Company Overview - Lin Yanglin, born in 1981, has been the chairman of New Mile since March 2021 and is recognized as a leader from the post-80s generation [2]. - Under Lin's leadership, New Mile has attempted to reverse its previous losses, but the company's performance has been inconsistent [3][9]. Financial Performance - In 2023, New Mile achieved a revenue of 39.14 billion, meeting its target, but in 2024, revenue declined by 2.95%, failing to meet performance assessment goals [3][13]. - To meet the 2025 revenue target of 49 billion, New Mile needs to achieve a revenue growth rate of approximately 29% [4][12]. - In Q1 2025, the company reported a revenue of 7.96 billion, a year-on-year decrease of 16.49%, and a net profit of 25.65 million, down 9.35% [4][14]. Strategic Initiatives - Lin Yanglin has implemented significant reforms, focusing on a dual-driven strategy in healthcare services and pharmaceutical manufacturing [6][7]. - New Mile has established medical centers in six major regions and operates 24 hospitals, including three tertiary hospitals [8]. Governance and Management - Following Lin Yanglin's inability to perform his duties due to the investigation, the board has appointed Xu Minggui to act as chairman [8]. - The company has stated that the investigation is unrelated to its operations, and other executives continue to perform their roles normally [5][8].
7月7日晚间重要公告一览
Xi Niu Cai Jing· 2025-07-07 10:10
Group 1: Company Performance - Wanwei High-tech expects a net profit of 235 million to 265 million yuan for the first half of 2025, representing a year-on-year increase of 81.34% to 104.48% [1] - Jin Guan Electric has won bids for projects from Southern Power Grid and Guangxi Power Grid, with a total bid amount of approximately 42.81 million yuan, accounting for 5.76% of the company's 2024 revenue [2] - Ankai Bus reported a June vehicle sales increase of 37.88% year-on-year, with a total production of 814 vehicles, a 52.23% increase [4] - Daqin Railway's June cargo transport volume increased by 5.29% year-on-year, totaling 32.42 million tons [5] - Xianggang Technology anticipates a net profit of 75 million to 85 million yuan for the first half of 2025, a year-on-year increase of 410% to 478% [9] - Longxin General expects a net profit of 1.005 billion to 1.12 billion yuan for the first half of 2025, a year-on-year increase of 70.52% to 90.03% [10] - Le Xin Technology forecasts a net profit of 250 million to 270 million yuan for the first half of 2025, a year-on-year increase of 65% to 78% [11] - I-Le Furniture expects a net profit of 80 million to 99 million yuan for the first half of 2025, a year-on-year increase of 76.08% to 117.90% [13] - Shennong Group sold 219,000 pigs in June, generating sales revenue of 385 million yuan [14] - Guohuo Airlines anticipates a net profit of 1.187 billion to 1.267 billion yuan for the first half of 2025, a year-on-year increase of 78.13% to 90.14% [45] Group 2: Industry Developments - The electric power equipment industry is seeing increased project bids, as evidenced by Jin Guan Electric's recent contracts [2] - The automotive industry is experiencing growth, with Ankai Bus reporting significant increases in both production and sales [4] - The railway transportation sector is showing resilience with Daqin Railway's cargo transport volume growth [5] - The pharmaceutical industry is advancing with clinical trial approvals, such as Wanbang's WP107 oral solution for treating myasthenia gravis [6] - The packaging and printing industry is witnessing substantial profit growth, as indicated by Xianggang Technology's performance forecast [9] - The agricultural sector, particularly in pig farming, is maintaining steady sales figures, as shown by Shennong Group's sales data [14]
董事长被立案调查,旗下有超40家医院的上市公司“紧急换帅”
经济观察报· 2025-07-07 09:39
Core Viewpoint - The company New Mileage (002219.SZ) is undergoing a leadership change due to the chairman Lin Yanglin being placed under investigation, with the board appointing Xu Minggui as acting chairman during this period [2][4]. Group 1: Company Leadership and Governance - Lin Yanglin has been notified by his family that he is under investigation by the Taiyuan Municipal Xiaodian District Supervisory Committee, which has led to his inability to perform his duties [2][4]. - The company has confirmed that the investigation is unrelated to its operations and has not been asked to assist in the investigation [3][4]. - The board has a robust governance and internal control mechanism in place, ensuring that other directors, supervisors, and senior management continue to perform their duties normally [4]. Group 2: Company Operations and Financials - New Mileage's core business focuses on medical services and the pharmaceutical industry, managing over 40 hospitals across nearly 20 provinces in China, with a total bed capacity of 30,000, ranking among the top three in the country [4]. - The company reported a revenue of 3.8 billion yuan and a net profit of 115 million yuan for the year 2024 [6]. - Lin Yanglin has been the chairman since March 2021, receiving a salary of 36,800 yuan in 2024 and holding 26 million shares at the end of the period [6]. Group 3: Market Reaction - Following the announcement of Lin Yanglin's investigation, the company's stock opened lower, experiencing a drop of over 5% at one point, ultimately closing down 3.69%, with a total market capitalization of 7.1 billion yuan [10].
董事长被立案调查,旗下有超40家医院的上市公司“紧急换帅”
Jing Ji Guan Cha Wang· 2025-07-07 08:46
7月6日晚间,新里程(002219)(002219.SZ)披露,收到董事长林杨林家属的通知,林杨林被太原市小 店区监察委员会实施留置并立案调查。 7月7日,在发布公告披露林杨林被立案调查一事后,新里程回复了该问题:"相关内容请查阅公司公 告"。 新里程称,已确认林杨林近期无法履职,所涉事项与公司无关。截至公告日,新里程未被要求协助调 查。 公开资料显示,林杨林生于1981年,毕业于对外经济贸易大学,曾任北大医疗产业基金管理有限公司 CEO。 新里程2024年年报显示,营收为38亿元,净利润为1.15亿元。林杨林于2021年3月起任董事长,2024年 度从新里程获得的薪酬为3.68万元,期末持股数为2600万股。 据新里程4月29日披露的2024年年报,审议该年报的董事会会议由新里程副董事长张延苓主持,林杨林 因个人原因未出席。 有投资者于6月9日在互动易平台提问:"一把手林杨林近期从机构调研到股东大会,一直长时间未露 面,是什么原因?是否还在正常履职?" 在林杨林无法履职期间,新里程半数以上董事共同推举董事许铭桂代履行董事长职责。 新里程提到,其拥有完善的治理及内部控制机制,已对相关事项做了妥善安排。目前,其 ...
新里程董事长被留置和立案调查 一个月前有投资者提问是否正常履职
Zhong Guo Jing Ying Bao· 2025-07-07 05:15
Core Viewpoint - The chairman of New Mileage, Lin Yanglin, is under investigation by the Taiyuan Municipal Xiaodian District Supervisory Committee, which has led to his inability to perform his duties. The company stated that the matter is unrelated to its operations and has not been asked to assist in the investigation [1]. Group 1: Company Operations - New Mileage's main business segments include medical services and traditional Chinese medicine, with medical services accounting for approximately 80% of its revenue [2]. - In 2024, New Mileage reported a revenue of 3.799 billion yuan and a net profit attributable to shareholders of 115 million yuan [1]. - The company operates six regional medical centers across various provinces and has a total of 24 hospitals, including three tertiary hospitals and 14 secondary or higher-level hospitals [2]. Group 2: Corporate Structure and History - New Mileage's pharmaceutical business is primarily centered around the "Duyiwei" brand of traditional Chinese medicine, which contributes about 20% to its revenue [4]. - The company was formerly known as Hengkang Medical and became controlled by Beijing New Mileage Health Industry Group in 2022 [4]. - New Mileage Group manages over 40 hospitals across nearly 20 provinces, with a total bed capacity of 30,000, ranking among the top three in the country [4]. Group 3: Financial and Regulatory Issues - On June 20, Lin Yanglin and the CFO Liu Jun were subjected to regulatory discussions by the Gansu Securities Regulatory Bureau due to non-compliance with accounting standards related to stock incentive plans and construction project accounting [6]. - The financial discrepancies have led to inaccurate disclosures in the consolidated balance sheets for the fiscal years 2023 and the first three quarters of 2024, violating the regulations on information disclosure for listed companies [6].
新里程董事长被实施留置;腾盛博药与健康元就在研药达成许可协议
Mei Ri Jing Ji Xin Wen· 2025-07-06 23:21
Group 1 - Lin Yanglin, the chairman of Xinlicheng, has been placed under detention and is under investigation, which may impact investor confidence despite the company stating the matter is unrelated to its operations [1] - Weiming Pharmaceutical's stock will be suspended for one day due to its trial progress not meeting expectations and its subsidiary's inability to resume normal operations within three months, affecting performance expectations [2] - Tengsheng Bo Pharmaceutical has signed a licensing agreement with Health Yuan Group for the exclusive rights to research, develop, and commercialize BRII-693 in China, providing cash flow and enhancing market expectations [3] Group 2 - China Resources Double Crane announced a cash dividend of 3.71 yuan per 10 shares despite a decline in revenue and net profit, indicating strong cash flow and commitment to shareholders [4] - InnoTech's subsidiary has obtained long-term product certification for a flu detection kit, which is expected to enhance market competitiveness and potentially increase revenue [5]
002219,董事长被留置、立案调查!
中国基金报· 2025-07-06 14:40
Core Viewpoint - The chairman of New Mileage, Lin Yanglin, is under investigation, but the company asserts that the matter is unrelated to its operations and does not expect significant adverse effects on its business [2][4]. Group 1: Investigation and Management Changes - On July 6, New Mileage announced that its chairman Lin Yanglin was placed under investigation by the Taiyuan Municipal Supervision Committee, which has resulted in his inability to perform his duties [2]. - The company has appointed director Xu Minggui to temporarily fulfill the chairman's responsibilities, while other executives continue their roles normally [2]. - Lin Yanglin has been the chairman since March 2021, following the company's bankruptcy restructuring [4]. Group 2: Financial and Operational Overview - As of the end of 2024, Lin Yanglin holds 26 million shares of New Mileage, all of which are restricted stock [3]. - In 2024, New Mileage reported revenue of 3.8 billion yuan, a year-on-year decline of 2.95%, while net profit reached 115 million yuan, a significant increase of 296.13% [6]. - The company's core business focuses on medical services and pharmaceutical industry, with medical services accounting for nearly 80% of total revenue in 2024 [4][6]. Group 3: Business Strategy - New Mileage is advancing a regional medical center strategy, establishing a "1+N" innovative service model based on comprehensive hospitals and specialized branches, and a new elderly care model [5]. - The company plans to enhance its medical institutions and pharmaceutical enterprises' integration with its controlling shareholder's investment businesses, particularly focusing on the silver economy [6].