寿仙谷产品单一易遇天花板 受反腐影响前景受质疑|寿仙谷|控股_凤凰财经
寿仙谷产品单一易遇天花板 受反腐影响前景受质疑
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就算从全国范围来看，灵芝、灵芝孢子粉和铁皮石斛的供应量依然不充足。短期内，灵芝和铁皮石斛的种植面积也难以大幅增长。目前，寿仙谷所用于生产的中药材，主要来源于基地自产和对外采购。报告期内，铁皮石斛干品的供应全部来自外购，而鲜铁皮石斛的供应以自产为主。由于2014年寿仙谷加大了向合作供应商采购更易保存的铁皮石斛干品，外购鲜铁皮石斛数量由2013年的46.52%下降到了20.10%。
浙江寿仙谷医药股份有限公司是宜家专业从事灵芝、铁皮石斛等名贵中药材的品种选育、栽培、加工和销售的高新技术企业。公司去年披露了招股说明书，拟于上交所上市，计划发行股票总量不超过3495万股，占发行后总股本的比例不低于25%。热衷理财投资 “不务正业”有风险伴随着营业收入的增长，寿仙谷手头上的流动资金也出现日渐宽裕的态势，为公司创造了“不务正业”的机会。业内人士表示：从寿仙谷近年来营业收入增长情况来看，公司正处于高速发展的时期，这个时候资金的充分利用对企业发展来说至关重要，而公司却将闲置资金用来购买理财产品，显然造成资源的浪费众所周知，上市公司之所以能够上市融资以及再融资，就是因为其有被监管层和投资者认可的募投项目，而这些项目一般为实体经济层面。而对于像寿仙谷这样上市前就有前科的公司，未来沉迷于“不务正业”的理财投资或是大概率事件，而最终利益受到损害的将是中小股民。产品单一 销售区域集中灵芝及铁皮石斛相关产品是寿仙谷利润的主要来源，寿仙谷在招股书中坦言，产品集中是其一大风险。对于这一风险，刘国芳在接受采访时表示：“我们不可能永远只生产单一的产品。研发工作一直在做，也拥有了一些保健食品和中药饮片的生产批号，目前灵芝和石斛所占的收入比例多一些而已，其他的产品不代表是没有的。寿仙谷上市的募投项目之一中药饮片生产线建设项目，也主要集中在灵芝及铁皮石斛相关产品。寿仙谷拟在武义县投资1.81亿元，建设年产30吨中药饮片生产线项目，新增炮制 20 吨灵芝孢子粉（破壁）及10吨铁皮石斛干品的产能。如若顺利投产，灵芝及铁皮石斛类产品在寿仙谷的业务比例将进一步加大。原材料供应商高度集中寿仙谷及子公司寿仙谷药业均为高新技术企业，在优惠期内减按15%计缴企业所得税。报告期内，寿仙谷及子公司享受税收优惠金额占净利润的比重分别为32.27%、37.42%和35.66%。可见，寿仙谷收入对税收优惠的依赖较大。值得注意的是，灵芝和石斛的产地分布具有明显的地域性，其生长受到气候、土壤、日照等自然因素的影响。就算从全国范围来看，灵芝、灵芝孢子粉和铁皮石斛的供应量依然不充足。短期内，灵芝和铁皮石斛的种植面积也难以大幅增长。目前，寿仙谷所用于生产的中药材，主要来源于基地自产和对外采购。报告期内，铁皮石斛干品的供应全部来自外购，而鲜铁皮石斛的供应以自产为主。由于2014年寿仙谷加大了向合作供应商采购更易保存的铁皮石斛干品，外购鲜铁皮石斛数量由2013年的46.52%下降到了20.10%。家族控股 小股东权益难保证目前李明焱家族为寿仙谷实际控制人。李明焱及妻子朱惠照、儿子李振皓及李振宇四人直接或间接合计持有公司70.07%的股权。其中，李明炎及朱惠照通过寿仙谷投资持有寿仙谷55.28%的股份，而李振皓及李振宁分别持有11.04%及5.75%的股份。同时，李明焱为公司董事长、总经理，朱惠照为公司副董事长，李振皓为公司董事。寿仙谷在招股书中也坦承，上市之后，从公司治理的角度，寿仙谷存在实际控制人的控制风险。值得注意的是，实际控制人王麒诚及王艳也持有寿仙谷的股份。在寿仙谷整体变更为股份制公司之后，2013 年 11 月，王麒诚和王艳成立的专业投资机构汉鼎宇佑出资350万元认购寿仙谷股份。目前，汉鼎宇佑占寿仙谷股份的3.34%。
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预期年化利率
凤凰点评：凤凰集团旗下公司，轻松理财。
凤凰点评：业绩长期领先，投资尖端行业。
凤凰点评：进可攻退可守，抗跌性能尤佳。
同系近一年收益
凤凰点评：震荡市场首选，防御性能极佳且收益喜人，老总私人追加百万。
凤凰财经官方微信
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48小时点击排行综合诊断：5.6分 打败了82%的股票！
寿仙谷(603896)，连续20日换手率超过10%，成交非常活跃
近期的平均成本为67.23元，股价在成本下方运行。多头行情中，上涨趋势有所减缓，可适量做高抛低吸。该股资金方面呈流出状态，投资者请谨慎投资。该公司运营状况尚可，多数机构认为该股长期投资价值较高，投资者可加强关注。
风险提示：诊断结果通过运算模型加工客观数据而成，仅供参考，不构成绝对投资建议。
历史波段诊断
本项诊断运用了未来函数，可能出现少量漂移，敬请谅解。
波段启动点
波段结束点
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选股动向：
技术形态：
买入信号：
<dd tit="周线skdj超卖" info="skdj指标
选股动向：
技术形态：
买入信号：
近期的平均成本为67.23元，股价在成本下方运行。
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过去10个交易日，该股走势明显跑赢大盘，明显跑赢行业平均水平。
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寿仙谷,上证指数,中药指数
该股压力位为63.98元，支撑位为60.28元。
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多头行情中，上涨趋势有所减缓，可适量做高抛低吸。
近5日内该股资金流出较多，远高于行业平均水平，5日共流出1783.35万元。
资金净流入
资金净流出
行业平均线
说明：本产品资金数据为主动性买卖单的合计净值，被动性买卖单不计。
[{"date":"","value":"766","field":"1544"},{"date":"","value":"2719","field":"-571"},{"date":"","value":"-1006","field":"-800"},{"date":"","value":"-8781","field":"-2162"},{"date":"","value":"-2435","field":"-804"},{"date":"","value":"8550","field":"-1298"},{"date":"","value":"-5556","field":"-1669"},{"date":"","value":"1115","field":"-2132"},{"date":"","value":"-5493","field":"-1344"},{"date":"","value":"-4046","field":"-1234"},{"date":"","value":"2603","field":"1660"},{"date":"","value":"-1202","field":"-1415"},{"date":"","value":"2893","field":"-2343"},{"date":"","value":"-5458","field":"-813"},{"date":"","value":"449","field":"-279"},{"date":"","value":"8714","field":"-1056"},{"date":"","value":"-509","field":"-2594"},{"date":"","value":"-2038","field":"-869"},{"date":"","value":"-4402","field":"276"},{"date":"","value":"-3548","field":"-2219"}]
据统计，近10日内主力筹码较分散，呈低度控盘状态。
中药行业， 近5日资金流出较多，不建议投资者关注该行业的个股。
机构今日流向(万元)
机构5日流向(万元)
机构10日流向(万元)
机构20日流向(万元)
相比，主力机构持仓量增加100.32万股，其中基金数没有增加，主力净减仓46家，暂未发现中长期投资价值。
截止，共4家主力机构（信托公司3家，一般法人1家），持仓量总计148.66万股，占流通A股4.25%
其中，基金持仓与相比：
增仓：0家 ，增持 0万股
减仓：0家 ，减持 0万股
新出现在主力名单中：3家 ，持有106.9万股
从主力名单中消失：49家 ，原持有23.87万股
不分配不转增
参股拟上市公司或非上市公司金融机构
一年消息统计
非重大消息
近10日来该行业走势不明显，明显跑输大盘。
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上证指数,中药行业
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[ 截止日期： ]
盈利能力：较强，高于行业平均，建议加强关注，两项指标的行业排名分别为 35/147 ， 3/147。
净资产收益率(摊薄)
[{"date":"","value":"8.01","vol":"7.74"},{"date":"","value":"6.52","vol":"6.27"},{"date":"","value":"5.59","vol":"2.46"},{"date":"","value":"20.11","vol":"12.48"},{"date":"","value":"","vol":"8.43"}]
净资产收益率(%)
该指标值越高，盈利能力越强，行业排名越靠前。
销售毛利率
[{"date":"","value":"85.58","vol":"56.05"},{"date":"","value":"86.03","vol":"49.37"},{"date":"","value":"86.01","vol":"55.05"},{"date":"","value":"84.89","vol":"47.67"},{"date":"","value":"83.92","vol":"54.57"}]
销售毛利率(%)
该指标值越高，盈利能力越强，行业排名越靠前。
成长能力：尚可，接近行业平均，可适当关注，两项指标的行业排名分别为 34/147 ， 26/147。
营业收入同比增长率
[{"date":"","value":"13.15","vol":"16.14"},{"date":"","value":"12.22","vol":"31.46"},{"date":"","value":"3.00","vol":"13.87"},{"date":"","value":"4.30","vol":"22.63"},{"date":"","value":"","vol":"17.33"}]
营业收入同比增长率(%)
该指标值越高，成长能力越强，行业排名越靠前。
净利润同比增长率
[{"date":"","value":"18.18","vol":"31.10"},{"date":"","value":"11.24","vol":"468.44"},{"date":"","value":"12.76","vol":"10.29"},{"date":"","value":"29.27","vol":"52.12"},{"date":"","value":"","vol":"49.78"}]
净利润同比增长率(%)
该指标值越高，成长能力越强，行业排名越靠前。
营运能力：一般，低于行业平均，建议投资者谨慎，两项指标的行业排名分别为 42/147 ， 65/147。
总资产周转率
[{"date":"","value":"0.31","vol":"0.40"},{"date":"","value":"0.22","vol":"0.32"},{"date":"","value":"0.14","vol":"0.13"},{"date":"","value":"0.52","vol":"0.69"},{"date":"","value":"","vol":"0.37"}]
总资产周转率(次)
该指标值越高，营运能力越强，行业排名越靠前。
存货增长率
[{"date":"","value":"0.30","vol":"1.86"},{"date":"","value":"0.21","vol":"1.37"},{"date":"","value":"0.13","vol":"0.60"},{"date":"","value":"0.53","vol":"3.20"},{"date":"","value":"","vol":"1.79"}]
存货增长率(次)
该指标值越高，营运能力越强，行业排名越靠前。
现金流能力：数据暂时不全，请后续关注
经营活动产生的现金流量净额/营业收入
[{"date":"","value":"14.67","vol":"3.65"},{"date":"","value":"23.56","vol":"10.13"},{"date":"","value":"38.63","vol":"-5.41"},{"date":"","value":"47.15","vol":"21.43"},{"date":"","value":"-6.52","vol":"10.77"}]
现金流量净额/营业收入
该指标值越高，现金流能力越强，行业排名越靠前。
资本支出／折旧和摊销
[{"date":"","value":"","vol":"0.00"},{"date":"","value":"0.27","vol":"3.89"},{"date":"","value":"0.72","vol":"0.04"},{"date":"","value":"0.85","vol":"3.80"},{"date":"","value":"","vol":"0.05"}]
资本支出／折旧和摊销
该指标值越低，现金流能力越强，行业排名越靠前。
短期偿债能力：尚可，接近行业平均，可适当关注，两项指标的行业排名分别为 65/147 ， 48/147。
[{"date":"","value":"10.60","vol":"3.85"},{"date":"","value":"7.92","vol":"3.62"},{"date":"","value":"1.08","vol":"3.84"},{"date":"","value":"1.01","vol":"3.29"},{"date":"","value":"","vol":"3.67"}]
该指标值越接近2，短期偿债能力越强，行业排名越靠前。
[{"date":"","value":"2.23","vol":"2.22"},{"date":"","value":"1.75","vol":"2.34"},{"date":"","value":"0.39","vol":"2.32"},{"date":"","value":"0.27","vol":"2.06"},{"date":"","value":"","vol":"2.35"}]
该指标值越接近1，短期偿债能力越强，行业排名越靠前。
长期偿债能力：较强，高于行业平均，建议加强关注，两项指标的行业排名分别为 68/147 ， 68/147。
资产负债率
[{"date":"","value":"5.88","vol":"30.22"},{"date":"","value":"7.54","vol":"35.84"},{"date":"","value":"26.30","vol":"29.68"},{"date":"","value":"28.62","vol":"36.27"},{"date":"","value":"","vol":"27.65"}]
资产负债率(%)
该指标值越接近50%，长期偿债能力越强，行业排名越靠前。
[{"date":"","value":"0.06","vol":"0.64"},{"date":"","value":"0.08","vol":"0.80"},{"date":"","value":"0.36","vol":"0.63"},{"date":"","value":"0.40","vol":"0.87"},{"date":"","value":"","vol":"0.58"}]
产权比率(%)
该指标值越高，长期偿债能力越强，行业排名越靠前。
最近60个交易日，机构评级以增持为主，认为该股票有一定投资价值。
机构预测该股2017年每股收益与前一年相同，长期投资价值一般。
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