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How to evaluate the 13.5 billion yuan investment layout announced by Kangmei Pharmaceuticals

It seems that 13.5 billion is a large number, but since the projects are scattered across the country and will be gradually implemented in the next few years, the full implementation of the project will take a while, so it will temporarily affect Kangmei’s profits. Ability does not constitute a significant impact. At the same time, investors who have been following the development of Kangmei for a long time will also know that these projects have not just begun to be laid out today, but have already been gradually advanced. For example, smart pharmacies have been launched in Guangzhou, Shenzhen, Beijing, Chengdu, Kunming and Puning. Put into operation, smart pharmacies in Shanghai, Chongqing, Guiyang, Dingxi, Tongliao, Meihekou, Xiamen and other places have also been planned for a long time, and the prototypes of central pharmacies in 15 cities have already been established. Judging from the progress of Kangmei Pharmaceutical's multiple strategic cooperation agreements, most of them are lagging behind expectations. The main reason is that in order for Kangmei to complete these projects, the progress not only depends on Kangmei's own execution, but also is subject to local restrictions to a greater extent. Regarding the degree of cooperation between the government and hospitals, although it has signed agreements with local governments and even specific hospitals, there are still varying degrees of resistance in actual operations, and it will also face more competition from its peers. This is beyond the control of Kangmei itself. At the same time, , Kangmei is also likely to revise the specific execution model during the project implementation process. Therefore, there is great uncertainty in the expected project progress and income level announced by Kangmei. It is not so much a specific project investment announcement as it is an explanation of Kangmei Pharmaceutical's future development model and capital needs. In general, Kangmei’s investment announcement today is shocking in terms of the size of the figures, but in terms of corporate development, it is logical and inevitable.