Data show that as of October 31, 120 medical device companies have released three quarterly reports, and more than ninety percent have achieved double growth
in revenue and net profit.
Among them, there are 4 companies with revenue of more than 10 billion yuan in the first three quarters of 2022, namely Jiuan Medical, Mindray Medical, Dean Diagnostics, and Jinyu Medical
.
On the subdivision track, companies in the field of in vitro diagnostics performed well, benefiting from the growth of sales of test kits, including Dean Diagnostics, Jinyu Medical, Oriental Biotechnology and other companies in the first three quarters of revenue rapid growth
.
Specifically, Jiuan Medical's performance is particularly outstanding, and the third quarter report of 2022 shows that the company achieved revenue of 24.
589 billion yuan in the first three quarters, a year-on-year increase of 3010.
77%; The net profit attributable to shareholders of the listed company was 16.
05 billion yuan, a year-on-year increase of 31918.
64
%.
Among them, in the third quarter alone, the company achieved operating income of 1.
323 billion yuan, a year-on-year increase of 497.
31%; The net profit attributable to shareholders of the listed company was 807 million yuan, a year-on-year increase of 17452.
26%.
It is understood that in recent years, Jiuan Medical has mainly relied on the sales strategy of Health series products, especially iHealth antigen detection kit products, to achieve substantial growth in performance
.
It is worth mentioning that on the morning of November 23, Jiuan Medical also issued an announcement
on the signing of major contracts for daily operation of the company's US subsidiary.
According to the announcement, the US subsidiary of Jiuan Medical and the United States DLA signed a "procurement contract" on November 22, 2022 local time to sell iHealth kit products to it, with a total contract price and tax of 190.
8 million US dollars (including freight), about 1.
367 billion yuan
.
Jiuan Medical said, "The performance of the contract will have a positive impact on the company's operating income and operating profit in 2022, and the company will recognize revenue
in the corresponding accounting period according to the performance of the contract and the principle of revenue recognition.
" ”
Affected by this news, Jiuan Medical closed at 57.
13 yuan on November 23, up 6.
47%, with a turnover rate of 16.
3%, a volume of 784,800 lots, and a turnover of 4.
467 billion yuan
.
As a leading domestic medical device company, Mindray also achieved solid results
in the first three quarters of this year, driven by new medical infrastructure and overseas markets.
In the first three quarters of 2022, the company's operating income was 23.
296 billion yuan, a year-on-year increase of 20.
13%; The net profit attributable to the parent was 8.
102 billion yuan, a year-on-year increase of 21.
60%.
Among them, the company's operating income in the third quarter of 2022 was 7.
940 billion yuan, a year-on-year increase of 20.
07%; The net profit attributable to the parent was 2.
815 billion yuan, a year-on-year increase of 21.
40%.
In addition, companies in the field of in vitro diagnosis (IVD), including Dean Diagnostics, Golden Mile Medical, Oriental Biotechnology, Lanwei Medical, and Kaipu Biotechnology, have obtained good transcripts
due to the increased demand for nucleic acid testing.
Among them, the net profit of Lanwei Medical and Kaipu Biotech doubled in the first three quarters of this year, increasing by 240.
73% and 130.
04% year-on-year, respectively, but there were also nucleic acid testing companies whose performance declined, such as BGI Gene and Runda Medical, and the net profit attributable to shareholders of listed companies in the first three quarters of this year fell by 47.
16% and 4.
88%
year-on-year, respectively.
In the industry's view, for nucleic acid testing companies, the single nucleic acid business may not have growth sustainability, and enterprises need to find future growth space
.
At present, some enterprises have been exploring non-nucleic acid testing business
.
For example, BGI said at the recent results briefing that in terms of conventional business, in addition to a slight decrease in revenue from the reproductive health segment compared with the same period last year, tumor prevention and control, infection prevention and control, and multi-omics big data and synthesis business all achieved growth
compared with the same period last year.
Jinyu Medical also has an active layout in the diagnosis of key diseases such as solid tumors, neurological and clinical immunity, infectious diseases and blood diseases, and the company's growth rate in the first three quarters of this year reached 28.
19%, 17.
50%, 15.
77% and 14.
73% respectively
.
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