跨界出手！6.62亿元实控易明医药 姚劲波为何切换投资风格？

Core Viewpoint - Yao Jinbo, the founder of 58.com, has acquired a 23% stake in Yiming Pharmaceutical for 662 million yuan, becoming the actual controller of the company, marking his entry into the pharmaceutical industry [1][4]. Group 1: Investment Details - The share transfer agreement was signed between Beijing Fuhao and the current controlling shareholder Gao Fan, with a price of 15.10 yuan per share, totaling 662 million yuan [4]. - Following the transaction, the controlling shareholder of Yiming Pharmaceutical will change from Gao Fan to Beijing Fuhao, with Yao Jinbo becoming the actual controller [1][4]. - Gao Fan has committed that Yiming Pharmaceutical's net profit will not be less than 30 million yuan annually for the next three years, and the revenue will not be less than 600 million yuan each year [4]. Group 2: Company Performance - Yiming Pharmaceutical focuses on the treatment of chronic diseases such as diabetes and cardiovascular diseases, with key products that are included in the national medical insurance directory [5]. - The company reported a revenue of 650 million yuan, a decrease of 2.27% year-on-year, while the net profit attributable to shareholders was 45.93 million yuan, an increase of 198.5% year-on-year [5]. - The growth in profit is attributed to the absence of goodwill impairment losses in 2024, as well as the performance increase of self-produced products [5][6]. Group 3: Market Context and Strategy - Analysts suggest that Yao Jinbo's investment in the pharmaceutical sector is driven by the industry's high growth potential, as his previous investments were primarily in stable sectors [2][8]. - Yao Jinbo's investment strategy has shifted towards high-growth industries, indicating a potential for further involvement in the operations of Yiming Pharmaceutical [8].