40 pharmaceutical and biological concept stocks rose by more than 10% during the year, focusing on medical devices, traditional Chinese medicine and other tracks

【Pharmaceutical Network Pharmaceutical Stock Market】According to the statistics of Tonghuashun data, since the beginning of this year to August 31, 2022, 40 of the 458 pharmaceutical and biological concept stocks in A-shares have increased by more than 10%, including Hefu China, Shanghai Yizhong, Dali Pharmaceutical, Xinhua Pharmaceutical, China Pharmaceutical, Hengkang Medical, Yaokang Biologics, etc
.

Among them, Hefu China and Shanghai Yizhong both rose by more than 100% during the year, reaching 143.
30% and 132.
42%
respectively.

Pharmaceutical and biological industry (image source: pharmaceutical network) From the perspective of the flush industry to which it belongs, the 40 individual stocks are mainly concentrated in the subdivision of pharmaceutical commerce, chemical medicine, traditional Chinese medicine, medical services, and medical devices
.

At present, 40 pharmaceutical biological concept stocks have basically disclosed the 2022 semi-annual report, from the perspective of the net profit attributable to the mother, the net profit attributable to the mother of Mingde Biology is in the front, up to 2.
76 billion yuan, followed by China Resources Sanjiu, Yiling Pharmaceutical, Kelun Pharmaceutical, the net profit attributable to the mother is 1.
433 billion yuan, 1.
049 billion yuan, 868 million yuan, in addition, there are more than 16 pharmaceutical companies such as China Resources Shuanghe, China Pharmaceutical and other more than 16 pharmaceutical companies net profit of more than 100 million yuan
.

From the perspective of the year-on-year increase in net profit attributable to the mother, Dongbao Biology performed brightly, with a net profit of 667.
73% year-on-year in the first half of the year, followed by Kaikai Industry and Mingde Biology, with a net profit of 385.
49% and 376.
29% respectively, and the net profit of Qianhong Pharmaceutical also increased by more than 100%.
In addition, the net profit of 14 pharmaceutical companies, such as Weixinkang, Xinkaiyuan, Yaokang Biology, Tianyi Medical, Kaili Medical, Taiji Group, Adoption Shares, Kelun Pharmaceutical, Huatedayin, Zhenghai Biological, Heyuan Biologics, China Resources Shuanghe, Yuandong Biological, and China Resources Sanjiu, also achieved year-on-year growth
.

Among them, the net profit growth rate of Dongbao Biological is a focus on the whole industry chain of natural collagen enterprises, semi-annual report shows that in the first half of the year, the company continued to focus on the "collagen +" strategic layout, continue to increase the promotion of terminal series of new products listing, with foreign investment as the starting point, improve brand and channel construction, establish a three-dimensional sales promotion network, terminal business to achieve new breakthroughs
.

Many high-performing medical device companies have benefited from the growth of revenue from testing reagent products
.

The profit actually realized by Mingde Bio, the head enterprise of in vitro diagnosis, exceeded expectations
in the first half of the year.

Previously, the company expected net profit in the first half of 2022 to be 2.
4 billion yuan - 2.
75 billion yuan, an increase of 312.
61% - 373.
29% year-on-year; The upper limit of the forecast range is lower than the actual profit
of "net profit of 2.
76 billion yuan, an increase of 376.
29% year-on-year".

The performance of individual stocks in the Chinese medicine sector can also be remarkable, such as China Resources Shuanghe, Kelun Pharmaceutical, etc.
, of which China Resources Shuanghe has shown a rapid growth trend this year, from a single quarter point of view, China Resources Shuanghe in the first and second quarters of 2022, to achieve a net profit attributable to the mother of 332 million yuan, 405 million yuan, an increase of 15.
99% and 31.
22% respectively, and the second quarter increased by 21.
99%
compared with the first quarter.

It is understood that China Resources Shuanghe in 2020 and 2021 has been two consecutive years of net profit attributable to the mother declined, and the company's profitability has increased
significantly in 2022.

For the change in performance, the company said that thanks to the normalization of the main product Fu Sui Yue national belt procurement, the chronic disease business has become the company's current business area most affected by the amount of procurement, an increase of 26%
year-on-year.

Not long ago, the Beijing Municipal Medical Insurance Bureau issued the "Notice on Carrying Out the Work Related to the Procurement of Proprietary Chinese Medicines in Beijing in 2022", which means that Beijing has officially launched the collection of proprietary Chinese medicines, and the industry is expected to explore the way
for the future national collection and procurement.

Xiangcai Securities believes that with the advancement of proprietary Chinese medicine collection and medical insurance negotiations, the differentiation of the Chinese medicine industry will be further intensified, and the advantages of exclusive varieties are expected to be further highlighted
.

Disclaimer: In no event shall the information or opinions expressed herein constitute investment advice
to any person.