Premium into the A-share medical imaging company Wan Dong Medical (600055.SH) 5 months later, the United States Group (000333.SZ) layout and then increase the code. July 5 after the plate, Wan Dong Medical announcement, said that the proposed issuance of additional funds of up to 2.083 billion yuan, the controlling shareholder of the United States Group will be the full amount of cash to subscribe to the issuance of this fixed-price issue of shares.
Wandong Medical this fixed increase in the number of shares issued between 108 million shares to 162 million shares, accounting for 20% -30% of the total share capital of Wandong Medical before the fixed increase, the final specific number to be determined. According to the fixed issue price of 12.84 yuan / share, the United States group subscription amount will be between 1.389 billion yuan to 2.083 billion yuan.
Before this fixed-income issue, Midea Group directly holds 29.09% of the shares of Wan Dong Medical, Wan Dong Medical controlling shareholder; after the completion of this issue, according to the lower limit of the issue, Midea Group's holding of shares of Wan Dong Medical will increase to 40.91%.
1, why is said to be Wandong is the United States of America medical only platform
In accordance with the United States of America's capital operations in the past characteristics, the United States like to do in a field to be bigger, through the capital market unification to verify, such as the United States Group as a whole listing, emphasizing the electrical attributes to be bigger and stronger, the small swan, Wellington holdings (electric motors) delisted. Distinguished from robotics (Kuka), the medical market is large enough for domestic substitution, politically correct. Wan Dong (Midea Medical) as the United States of America's medical unified platform is the basis.
2, the United States in the future can be injected into what (the United States Holdings has what medical assets)
a, Guangdong and Kang Medical Management Co.
By the size of this platform should be the mother platform for the integration of medical services, should be the United States holdings and outside the system involved in the integration of health care.
Established on October 09, 2020, the registered capital of 3 billion, the legal representative of Li Li. The scope of business includes general items: hospital management; medical equipment leasing; non-residential real estate leasing.
b, Guangdong He_Hospital Management Company Limited
Established on March 08, 2021, hospital management; medical equipment leasing; non-residential real estate leasing, legal representative Li Li.
c, Guangdong Meihe Healthcare Management Company Limited
Established on October 16, 2017, 100% holding Foshan Shunde District Meihe Outpatient Clinic Company Limited
d, Midea deep cryogenic medical cooler (Midea BioMedical), which can be referenced to Haier BioMedical (revenue of 1.4bn in 2020, market cap of 33bn)
Hefei Midea Biomedical Co., Ltd. was established on March 17, 2021, the legal representative of Lu Xiaoxiang, registered capital of 60 million yuan RMB, the scope of business includes: bioscience and technology research services; the production of Class II medical devices; the production of Class III medical devices; the production of Class I medical devices; the first class of medical devices wholesale; the second class of medical devices wholesale; the third class of medical devices wholesale; Medical technology, medical devices in the field of technology research and development, etc..
e, KUKA medical robots, cooperation and acquisition, can refer to the report "KUKA's first commercial medical robot certified by IEC 60601: KUKA's LBR Med Collaborative Robot"
Overall, as a market capitalization of more than $500 billion of the industry's leading companies, into a trillion-dollar market in just half a year has been invested close to the level of 5 billion. The future can be expected to do, 50 billion, 100 billion market value. Why may be 100 billion, with reference to Haier medical has been listed part (Haier biological 33 billion, surplus Kang life 14 billion, **** 47 billion. In addition Yingkang listed outside the hospital assets will be placed in succession.)
Wandong Medical this increase, showing the determination of the U.S. Group must be merged with the table, it should be a step that has long been prepared, even if not up to 50% (do not forget that the remaining shares of Yum Yum has not been taken immediately, in the hands of Fish Leap, Tianyi, Yunfeng, once taken and a bunch of international scope of the revenue).