The anti corruption wind of medicine has blown to the big ginseng forest

Mondo Gastronomy Updated on 2024-03-05

In the 90s of the last century, the three Ke brothers in Maoming, Guangdong resigned and went to the sea to found Dashenlin; 25 years later, Dashenlin landed on the main board of the Shanghai Stock Exchange, and the three brothers sat on tens of billions of assets; Only 5 years later, the third child was arrested on suspicion of bribery, and the eldest and second children both resigned from all positions in the company.

The news of the criminal detention was disclosed by the company half a year later, and investors accused it of concealing the report. Dashenlin said that the company did not have an accurate grasp of the relevant information disclosure requirements.

The third brother was detained, and the two elder brothers resigned.

On the evening of March 1, the chain pharmacy Dashenlin issued an announcement saying that Ke Jinlong, one of the actual controllers of the company, was detained on July 14, 2023. On August 24, 2023, the subsidiary of Dashen Lin Maoming received the "Detention Notice" regarding Ke Jinlong's criminal detention. On November 23, 2023, the company received the "Indictment" from the People's Procuratorate of Dianbai District, Maoming City, Guangdong Province, and prosecuted it in accordance with the law on suspicion of offering bribes by a unit.

Ke Jinlong holds 22.3 billion shares, accounting for 2016%。

Dashenlin told the outside world that the case has been tried in the first instance and is being heard, and Ke Jinlong is in detention.

Dashenlin was founded by three brothers, Ke Yunfeng, Ke Jinlong, and Ke Kangbao, in Maoming, Guangdong, and Ke Jinlong, who was detained by the criminal law, was born in 1970 and ranked third.

On February 8 this year, Ke Jinlong has been detained for nearly half a year and the outside world does not know the newsThe two brothers, Ke Kangbao and Ke Jinlong, resigned as directors of the company, no longer holding any position in the company.

Why was such a major event announced half a year later? Dashenlin explained: "In this process, the company mistakenly believed that the matter had not had a great impact on the company's production and operation, and at the same time, because the case was still in the process of trial and had not yet been decided, the company did not accurately grasp the relevant information disclosure requirements and did not make an announcement in time."

Resigned from public office and went to the sea, three brothers in Maoming founded a family business

In 1992, the national policy was liberalized, allowing a 15% increase in the price of drugs, and private pharmacies ushered in an opportunity.

At that time, among the three brothers Ke Yunfeng, Ke Jinlong, and Ke Kangbao, the second eldest Ke Yunfeng, who was born in 1967, was rumored to work in the Audit Bureau of his hometown. According to public information, Ke Kangbao, the eldest born in 1963, was the director of the Drug Control Institute in Maoming City, Guangdong Province. They had a keen insight into the business opportunities brought about by the drug price increase policy, and the three brothers decided to join the pharmaceutical business industry together.

Ginseng Pharmacy Store (Source: Dashenlin official website).

In February 1993, on Youcheng 4th Road, Maoming City, Guangdong Province, "Ginseng Pharmacy" opened, which was the predecessor of Dashenlin. The three brothers, who were good at management, launched a membership system at that time, and regularly launched price reduction activities for members. When other pharmacies were still trying to increase the price of low-cost drugs, the three brothers chose not to use this part of the profits, and directly used low-cost drugs to attract traffic, gaining a group of loyal users, and establishing the image of affordable drug stores in the hearts of surrounding residents.

Ginseng Pharmacy is good at management, and its popularity far exceeds that of the state-owned pharmacies at that time, and its performance has been rising, achieving a profit of more than 100,000 yuan in just one year, which is much higher than the salary received at that time.

In the years following the profitability of the first pharmacy, the three brothers quit their jobs and devoted themselves full-time to the pharmaceutical retail industry. They have successively invested in the opening of six pharmacies in the urban area of Maoming. In 1999, the three brothers established Maoming Dashenlin Pharmaceutical Chain *** and applied for the registration of the "Dashenlin" trademark nationwide.

Ginseng medicinal materials make profits and go to Japan to learn management

Cantonese people are keen on health preservation, whether making soup, cooking, drinking tea, you can see a variety of nourishing Chinese herbal medicines. The three brothers are well versed in this, and they can get a glimpse of it from the word "ginseng" in the name "Dashenlin".

Dashenlin regards ginseng tonic herbs as a major profit point, which is not only in line with the local health preservation tradition in Guangdong, but also not subject to the 15% price increase of drugs, which is quite successful.

The company's 2022 annual report shows that the main business of that year was 207Among the 800 million revenue, Chinese ginseng medicinal materials accounted for about 124%, non-pharmaceutical about 146%, about 73% of Chinese and Western patent medicines. Gross margins were: 22% and 3325%。In terms of tonic medicinal materials, Dashenlin's earning ability is stronger than that of ordinary people pharmacies, Yixintang and other peers.

In October 1998, Dashenlin walked out of Maoming and opened a branch in Zhanjiang, taking the first step in cross-regional chain operation. However, due to poor management, the Zhanjiang store suffered losses. Therefore, the Ke brothers went to Japan to study and learn more about the business model of chain retail pharmacies. Since then, six unified management processes have been established, covering platform construction, procurement, personnel management, pharmaceutical**, quality supervision and logistics and distribution, to improve store operation efficiency and management level.

With the support of these six unified management processes, from 2001 to 2006, the number of stores in Dashenlin expanded rapidly from 32 to 255, and sales also increased rapidly from 50 million to 1 billion.

Since then, Dashenlin has expanded its stores in three ways: "self-construction + mergers and acquisitions + franchise". In 2011, the number of Dashenlin stores exceeded 1,000. In 2021, the store growth rate reached 3610%。

On July 31, 2017, Dashenlin was listed on the main board of the Shanghai ** Stock Exchange, with a market value of 142 on the first day of listing4 billion yuan.

In 2022, the company achieved an operating income of 2124.8 billion yuan, an increase of 26 over the same period last year78%, net profit attributable to shareholders of listed companies 103.5 billion yuan, an increase of 30 over the same period last year90%。During the reporting period, the company's stores have exceeded 10,000, reaching 10.05 million, of which the number of franchise stores is 2007.

If there is suspicion of concealment, investors may be able to claim compensation in accordance with the law

After the news of Ke Jinlong's criminal detention was issued, many investors questioned Dashenlin for concealing major information.

Article 22 of the Administrative Measures for Information Disclosure of Listed Companies stipulates that when a major event occurs that may have a greater impact on the trading of listed companies and their derivatives, and investors have not yet learned of them, the listed company shall immediately disclose them, explaining the causes, current status and possible impact of the event. The major events referred to in the provisions include: the company or its controlling shareholders, actual controllers, directors, supervisors, and senior managers are subject to criminal penalties, are investigated by the China Securities Regulatory Commission for suspected violations of laws and regulations, or are subject to administrative penalties by the China Securities Regulatory Commission, or are subject to major administrative penalties by other competent authorities.

A lawyer said that the actual controller of a listed company is suspected of committing a crime and is subject to compulsory measures, which is a "major event" as stipulated in Article 80 of the ** Law, and the listed company should immediately report to the ** regulator and the exchange, and make an announcement explaining the cause, current status and possible legal consequences of the incident.

Investors who have suffered losses as a result may be able to claim compensation in accordance with the law.

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