449 pharmaceutical companies in the first half of the year report card released! 21 companies have revenues of more than 10 billion yuan

A few days ago, the performance of "Glove Mao" Yingke Medical plunged into the screen, and the net profit in the first half of the year fell from 5.
8 billion yuan to 400 million yuan, a year-on-year decline of more than 90%.
According to statistics, 449 pharmaceutical companies in A-shares disclosed their performance in the first half of 2022, and more than 40% of their performance (revenue and net profit) rose twice
.
From the perspective of net profit, there are 14 companies with more than 2 billion yuan, of which Jiuan Medical is as high as 15.
2 billion yuan, Mindray Medical has exceeded 5 billion yuan, and Renfu Pharmaceutical, Jichuan Pharmaceutical, Kai Laiying and so on have broken 1 billion yuan for the first time; From the perspective of revenue, 21 companies exceed the scale of 10 billion yuan, and Shanghai Pharmaceutical ranks first; From the perspective of gross profit margin, 12 companies such as Maiwei Biology, Shenzhou Cell, and Wuwu Biology exceed 90%.
In addition, 67 companies lost money
.

 

"Glove Mao" performance big diving brush screen! The report card of 449 pharmaceutical companies in the first half of the year was released

 

A few days ago, "Glove Mao" Yingke Medical disclosed its 2022 semi-annual report, with revenue of 3.
740 billion yuan, down 64.
96% year-on-year; Net profit was 402 million yuan, down 93.
16% year-on-year, and the net profit in the same period last year exceeded 5.
8 billion yuan
.
Yingke Medical said that at present, the global glove industry is in the cyclical adjustment stage of demand, and the overall sales price of the company's products has declined
.
On the one hand, the new production capacity of the industry has increased significantly, on the other hand, the demand of downstream customers is weak and the inventory
of the previous stock is digested.

 

In June this year, Yingke Medical issued an announcement that it intends to terminate the high-end medical glove project with an annual output of 40 billion (40 million boxes) in Linxiang City and the cogeneration project
in the north area of Chenglingji Xingang District (Linxiang Industrial Park).
It is understood that the termination of the project is related to the "double carbon" policy on the one hand, and the production capacity of the industry on the other hand
.

 

In addition, the performance of Blue Sail Medical and Zhonghong Medical has also declined
sharply.
Some industry insiders pointed out that the new crown epidemic has accelerated the development of the pharmaceutical subdivision industry to a certain extent, and has also brought industry dividends, and the performance of some enterprises has begun to decline this year, in the post-epidemic era, it is more to test how to balance the development and innovation and transformation of enterprises
.

 

According to statistics, 449 pharmaceutical companies in A-shares disclosed their performance in the first half of 2022, and more than 40% of their performance (revenue and net profit) rose twice
.
From the perspective of net profit, there are 14 companies with more than 2 billion yuan, the net profit of Jiuan Medical is as high as 15.
2 billion yuan, Mindray Medical has exceeded 5 billion yuan, and Renfu Pharmaceutical, Jichuan Pharmaceutical, and Gloria Ying have broken 1 billion yuan
for the first time.
From the perspective of revenue, 21 companies exceed the scale of 10 billion yuan, and Shanghai Pharmaceutical ranks first
.
From the perspective of gross profit margin, 12 companies such as Maiwei Biology, Shenzhou Cell, Ellis, and Wu Biological have exceeded 90%.

In addition, 67 companies lost money
.

 

14 companies with a net profit of more than 2 billion yuan, Renfu, Jichuan.
.
.
The first break of 1 billion

 

A-share pharmaceutical enterprises with a net profit of more than 1 billion yuan in the first half of 2022 (: 100 million yuan)

 

Mindray Medical: In the first half of the year, the main business income continued to grow, and the net profit exceeded the mark
of 5 billion yuan.
The company said that it mainly benefits from the acceleration of the expansion of the medical device market by the new medical infrastructure, the acceleration of the localization process of the domestic medical device market, the rapid growth of the medical device market in China and developing countries, and the company's competitive advantages
in research and development, production and marketing 。 On August 22, Mindray Medical held a performance briefing to introduce the performance of the first half of the year, R & D investment, new products, etc.
, attracting more than 1,000 people from 476 institutions, and the promotion of the company's new medical infrastructure has been the attention of the capital market, Mindray Medical said that in the next few years, the new medical infrastructure will become an important development line
of the domestic medical device market and the company.
On August 29, the company disclosed the record of investor relations activities, and 342 personnel from 164 institutions participated
.
Brokerage analysis pointed out that Mindray Medical's three major production lines maintained a good growth trend, and the growth rate of IVD business was eye-catching; High-end customers continue to break through, and international business has improved significantly; The performance growth is in line with expectations and is expected to reach a new level
throughout the year.

 

Renfu Pharmaceutical: The net profit in the first half of the year exceeded 1 billion yuan for the first time, an increase of more than 140%
year-on-year.
Renfu Pharmaceutical said that on the one hand, the company actively implements the work of "focusing on the core", strictly controls the scale of liabilities, focuses on improving the quality of operations, and concentrates resources on developing established professional segments; On the other hand, the core pharmaceutical industry actively cultivates key varieties, attaches great importance to market access, academic promotion, channel expansion, market services and other work, laying a solid foundation
for the steady improvement of the company's operating scale and profits.
In addition, we adhere to R&D innovation and international expansion, accelerate innovative drug research and development projects in core areas, promote the development and listing of characteristic generic drugs around the product line, continuously enrich the product pipeline, and actively expand mature markets in Europe and the United States and emerging markets
such as Africa, Central Asia, and Southeast Asia.
Up to now, the company has a total of 149 products have been included in the national basic drug directory, 320 products have been included in the national medical insurance directory, 43 varieties of a total of 70 products have passed the consistency evaluation, and more than 110 ANDA document numbers
.

 

With revenue of 21 companies exceeding 10 billion yuan, Shanghai Pharmaceutical reached a new high

 

A-share pharmaceutical enterprises with revenue of more than 10 billion yuan in the first half of 2022 (: 100 million yuan)

 

Shanghai Pharmaceutical: Following the revenue exceeding the 100 billion mark in the first half of last year, it reached a new high in the first half of this year, an increase of 6.
15%
year-on-year.
Among them, the revenue of the pharmaceutical industry was 13.
050 billion yuan, an increase of 3.
56% year-on-year, and the sales revenue of 60 key products increased by 13.
69% year-on-year, and actively tapped the development opportunities
of potential products.
R & D investment of 968 million yuan, accounting for 7.
41% of industrial sales revenue, at present, the company's clinical applications have been accepted and entered the clinical research stage of the new drug pipeline has been 50 items, including 42 innovative drugs, 8 improved new drugs
.
Six of the innovative drug pipelines are already in critical studies or clinical phase III
.
Pharmaceutical commercial revenue of 98.
657 billion yuan, an increase of 6.
50% year-on-year, in July this year, the seventh batch of national procurement Shanghai distribution quota, Shanghai Pharmaceutical successfully won 28 varieties, ranking first
.

 

Jointown: In the first half of the year, the company's revenue climbed steadily, reaching 67.
98 billion yuan, an increase of 9.
69%
year-on-year.
After the transformation and upgrading, Jointown's main business covers six major aspects
: digital pharmaceutical distribution and supply chain business, general generation brand promotion business, pharmaceutical industry self-production and OEM business, pharmaceutical retail and franchise business, digital logistics and supply chain solutions, and medical health and technology value-added services.
Jointown said that the company continued to vigorously promote the "Ten Thousand Stores Alliance" plan, accelerate the creation of the "Power Health" platform, focus on the transformation of Bb/BC warehouse integration and other projects, all of which exceeded expectations to achieve various assessment indicators and further accelerate the transformation and upgrading
of the main business and business model.
Up to now, the company's business covers 12,000 public hospitals, 199,000 grassroots and private hospitals, 175,000 chain and retail pharmacies and other physical terminal customers, including well-known e-commerce platforms
such as JD.
com, Alibaba and Leyao.
Jointown pointed out in the semi-annual report that the implementation of the collection policy has more advantages than disadvantages on the company's business, and in the long run, it will bring development opportunities
for the company to expand the pure sales business of hospitals and the off-campus market and the general generation brand promotion business.

 

12 gross profit margins exceed 90%! The pharmaceutical enterprises of the science and technology innovation board won the "one brother" throne

 

A-share pharmaceutical companies with gross profit margins of more than 90% in the first half of 2022

 

Maiwei Biologics: Is an innovative biomedical enterprise, officially landed on the Science and Technology Innovation Board in January this year, its gross profit margin in the first half of the year was as high as 99.
44%.

It is understood that the company has maintained a high investment in research and development, with a total investment of more than 1.
5 billion yuan
in research and development from 2020 to the first half of 2022.
At present, the company has 1 product on the market, 13 varieties under research are in different stages of research and development, including 10 innovative drugs and 3 biosimilar drugs, covering autoimmunity, oncology, metabolism, ophthalmology and other therapeutic fields, of which 2 varieties of drug marketing authorization applications have been accepted, 3 varieties are in the key registered clinical trial stage
.

 

Shenzhou Cell: The company's main business is the research and development and industrialization
of biopharmaceutical products such as monoclonal antibodies, recombinant proteins and vaccines.
In July 2021, the company's first product for injection of recombinant human coagulation factor VIII (trade name: Anjiayin) was listed, and began to generate sales revenue continuously, with revenue of more than 300 million yuan
in the first half of this year.
In addition, the company has 3 biopharmaceutical species in the marketing application stage and 6 varieties in the late stage
of clinical research.
Shortly after the semi-annual report was released (August 31), China Cells announced that the company's repaturumab injection (trade name: Anpingxi) was approved for the treatment of adult patients
with newly diagnosed CD20-positive diffuse large B-cell non-Hodgkin lymphoma (DLBCL).
Shenzhou Cell said that the approval of the product marks the listing of the company's first antibody drug and the first anti-tumor product pipeline variety, which has a positive effect on
the company's business development.

 

The performance of A-share pharmaceutical companies in the first half of 2022

 

 

Source: Oriental Wealth Network, Company Announcement