110 pharmaceutical companies issued semi-annual reports, the results of the forecast polarization serious!

Pharmaceutical Network Industry Dynamics: In the first half of 2020, under the influence of the epidemic, all walks of life and the market has been affectedAmong them, the performance of many listed pharmaceutical companies also caused a certain impact, the performance differentiation is more obviousAs of July 15, there were 334 listed A-shares, and 110 companies had reported earnings announcements, according to ChoiceSome 86 enterprises can achieve pre-growth, 24 pre-loss, net profit can be as high as 3,506 million yuan, 31 enterprises will increase by more than 100%, 14 enterprises will grow between 50% and 100%, 18 enterprises will grow between 0% and 50%Among them, the larger increase in the number of enterprises in The British Medical, the increase reached 2864.1%In addition, there will be 46 enterprises to increase negative, of which, the decline of more than 100% of the enterprises will be 17, the decline between 50% and 100% will be 18, the decline of less than 50% will be 11The largest decline was in international medicine, reaching 7164.68%It is worth noting that, in terms of net profit, almost all of the top 10 companies will reach net profits of more than RMB1 billion, of which the top three will be more than Rmb2bnMeirui Medical: 32.69 to 3506 (RMB100 million) On July 14, Meirui Medical announced its 2020 half-year results forecast: last year, it expected to earn 3,269 million yuan to 3,506 million yuan, compared with 2.369 billion yuan in the same period last year, up 38%-48% YoYIn the first half of 2020, with the outbreak of the epidemic on a global scale, the demand for portable color super and mobile DR of the life information and support lines of the monitor, infusion pump and medical imaging line increased significantly, with a particularly significant pull on the life information and support production lineNew and Cheng: 2.196 billion yuan to 23.11 billion yuan (rmb2311 million) as the first company listed in the small and medium-sized board, the main vitamin and other raw materials production of new and Cheng, recently released the 2020 half-year results forecastThe forecast shows that the company expects to achieve a net profit of 2.196 billion yuan to 2.311 billion yuan in the first half of the year, up 90% to 100% from a year earlierDuring the reporting period, the company's vitamin A, vitamin E, biotin and other products sales prices and sales increased year-on-yearFor the main reason for the change in performance, Xinhe Cheng said that it was due to the impact of the epidemic, the global vitamin supply and demand imbalance, the company's half-year results forecast slightly exceeded expectations, vitamin price increases continued to be cashed inYingke Medical: 1.9 billion yuan to 2.1 billion yuan (billion yuan) recently, Yingke Medical in Shenzhen Stock Exchange issued an unaudited half-year results forecast, said that as of June 30, 2020, the company's net profit of 1.9 billion yuan - 2.1 billion yuan, the same period last year profit of 70.84 million yuan, an increase of 2581.8% - 2864.1%The company explained the main reasons for the change in performanceGlobal demand for disposable protective gloves surged, and the company's price of disposable protective gloves increased significantly, resulting in an increase in the company's sales revenue and gross margin in the first half of the year Of course, there will be losses if there is a pre-increase According to public information, the three enterprises with more expected losses are Us Year Health (650 million yuan to 850 million yuan), international medicine (335 million yuan to 355 million yuan), and Zixin Pharmaceuticals (100 million yuan to 150 million yuan) In general, most pharmaceutical listed companies in the first half of the report card compared to previous years, is not so ideal, but the pharmaceutical sector still become one of the direction of the positive funds Industry experts believe that the safe haven properties of medicine are still there Many of the medical needs suspended in the first half of the year because of the outbreak will only be delayed, not cancelled, and a faster recovery is expected And because the epidemic has made the whole society to enhance the importance of medicine and the future of sustained investment, The innovation ability of Chinese pharmaceutical companies continues to strengthen, equipment companies continue to deepen domestic substitution, CRO is also through the division of labor for the development of the pharmaceutical industry to provide a boost, the future prospects of the industry is very good