There are four golden flowers in traditional Chinese medicine stocks, namely, Yunnan Baiyao, Pian Tsai Kui, Dong E E Jiao and Tongrentang.

As of Sept. 11, it closed up 8.1%, the second day in a row that it rebounded after a pullback. The market capitalization has exceeded 158 billion.

What is worth paying attention to is that it is known as the private "stock god" and the chairman of Lin Yuan Investment, Lin Yuan Chong Cang this company. Over the past year, Lin Yuan has said many times in public that he is firmly optimistic about medicine. Is it possible that he has the "strength" to hold a film?.

Forest garden heavy warehousePian Tsai Yi

As early as 2017, Lin Yuan said publicly that in terms of long-term investment strategy, he now only invests in pharmaceutical companies, and believes that diabetes, cardiovascular disease and high blood pressure are the three major diseases in the world. People can not drink alcohol, but will definitely take medicine. Demand will lead to an explosion of performance of a number of related companies.Although Lin Yuan likes pharmaceutical stocks very much, he has never disclosed the medical stocks he holds.

However, according to the data released by the financial reports of listed companies, Pian Tsai Kui is the pharmaceutical stock that has been laid out in the forest park in recent years. According to the China Daily this year, Lin Yuan's investments include Lin Yuan No. 21, Lin Yuan Investment No. 29 and Lin Yuan Investment No. 101. the market value of the three funds reaches 1.505 billion yuan, which can be counted as heavy holdings.

With picture: the top ten shareholders of Pian Tsai Yun

As early as the second quarter of 2018, Linyuan Investment 21 held 3.8823 million shares with a market capitalization of 435 million yuan, making it the eighth largest tradable shareholder. In the data disclosed in the 2019 report, the number of shares held by Lin Yuan Investment No. 21 has reached 4.0018 million shares, and the market value of the shares has reached 461 million yuan, making it the sixth largest tradable shareholder. In the second quarter of this year, the market value of Lin Yuan Investment No. 21 alone has reached 672 million yuan. Lin Yuan Investment No. 29 and Lin Yuan Investment No. 101 are also among the top 10 tradable shareholders.

The profit of a single stock may exceed 100 million yuan.

Since the beginning of the year, Pian Tsai's share price has risen by more than 120%. If you first appear in the top ten circulation shareholders in the second quarter of 2018, it is estimated that the cost of Lin Yuan's investment in Jiancang No. 21 is between 60 and 80 yuan.Suppose there is little change in the position of the forest garden.As a result, the investment in the forest garden made a profit of more than 100 million yuan.

Semi-annual report data show that in the first half of the year, Pian Tsai's revenue reached 3.246 billion yuan, an increase of 12.16% over the same period last year; the net profit returned to its mother was 865 million yuan, an increase of 15.84% over the same period last year; and the net profit deducted by its mother was 858 million yuan, an increase of 15.21% over the same period last year. In addition to the core drug pianzai series, pianzai has also accelerated the research and development of new drugs, and generic drugs PZH2310 and PZH2312 have submitted applications for registration and entered the supplementary data stage; new drugs for generalized anxiety disorder (PZH1204), irritable bowel syndrome (PZH1201) and osteoarthritis (PZH1203) have entered the clinical research stage.

Photo: Pian Tsai Yun reported profits in recent years

In addition to Chungkang Pian Tsai, Lin Yuan also appeared in the top ten circulation shareholders of Sunflower Pharmaceutical Industry. Lin Yuan Investment bought 967100 new shares of Sunflower Pharmaceutical in the second quarter of this year on the 21st, accounting for 0.179% of its outstanding shares, making it the tenth largest tradable shareholder.

According to the data of private equity arrangement network portfolio master, Lin Yuan himself has an annual income of 22.38% in the past decade, ranking first among domestic private equity fund managers.

Photo: top Ten circulating shareholders of Sunflower Pharmaceutical Industry