Si Chuang Medical Hui announced that the China Securities Regulatory Commission approved the 2015 non-public offering of shares (the paper has not yet received written approval documents). The total amount of funds raised from this non-public offering does not exceed 600 million yuan, of which 438.79 million yuan is used to pay for the remaining 30.8583% equity transfer of Medical Technology, and 162.11 million yuan is used to supplement the working capital. The issue price is 20 yuan/share ( After the ex-rights). In addition, the Hangzhou Cognitive Network of Sitron Medical Investment held the IBM Watson Oncologist product launch conference.
Event review
After reviewing and resolving the immediate financial pressure, the dual main business will make great strides forward. Although this meeting lasted for a long time, it was also within the market expectations. Among them, 438.79 million yuan to pay the remaining equity price of medical benefits, will reduce the large financial cost pressure brought by the company to reduce the high asset-liability ratio (40.78% in the first quarter), and will also completely eliminate the market's doubts about capital integration. From the business level, the company has formed three major business departments: retail technology, IOT technology, and medical technology. It integrates the development of EAS, RFID, and smart medical services, and imports, analyzes, and applies all-round card slots from medical big data .
The intelligent open platform is clouded and upgraded, and the project replication can be expected. Based on the HOSPITAL2.0 framework built on the intelligent open platform, Medical Technology has further promoted the “big platform + professional miniaturization application†model of Guangzhou Women and Children Hospital. Guangdong Province is the vanguard of the national medical reform, and the intelligent open cloud architecture of the Guangzhou Women and Children Hospital is a benchmark case in Guangdong Province and is expected to be replicated in other hospitals.
The smart bed is eye-catching, and medical consumables have become a new entry point for the company's performance growth and medical big data.
At present, the non-contact smart bed monitoring and testing products (smart bed), one of the company's main products for medical and health information consumables, are rapidly promoted in hospital wards, nursing homes and families. The monthly sales exceeded 10 million yuan, and this year is expected to contribute over 100 million yuan. Other products such as IoT body temperature label, third-party drug flow platform, dynamic monitoring of patient vital signs, quality tracking of disinfection supply center, medical waste management and other product reserves will become the company's performance growth pole and become a new entry point for healthy big data.
The application of the Watson Wisdom Medical Research Institute is the first to land, and the diagnosis of tumor intelligence is promising. According to online reports, the company's leading Hangzhou Cognitive Network is stocking IBM WatsonforOncology's technology development and joint application platform in China, and has obtained exclusive rights to operate in China (10-year license period). Recently, IBM Watson Oncologist product launch conference was held. It was the first time that Watson Medical Services was in China. IBM WatsonforOncology has powerful analytical capabilities, based on cognitive computing, analyzing medical data from different sources such as medical literature, clinical experience, and external research, extracting patient characteristics from medical records, and providing doctors with accurate and personalized cancer treatment programs. The incidence of malignant tumors in China is 250.28/100,000, which is the biggest killer. The resource advantage of Sitron Medical in the hospital will accelerate the landing of IBM artificial intelligence in China's medical field and has a broad market space.
Maintain Buy rating. It is estimated that the net profit of the returning mothers in 2016~2017 will be 2.28 and 286 million yuan respectively, and the corresponding PEs will be 53X and 38X respectively, maintaining the Buy rating.
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