A large number of pharmaceutical companies report good news in the third quarter, and this field may become a big winner

【Pharmaceutical Network Market Analysis】Up to now, more than 20 listed pharmaceutical companies have released reports on expected performance forecasts, and pharmaceutical companies in the fields of medical devices, innovative drugs, pharmaceutical outsourcing, and retail pharmacies have reported good news
in advance.
From the perspective of business direction, in the third quarter of this year, companies in the field of medical devices may become "big winners"
.
According to incomplete statistics, at least eight listed companies in the field of medical devices have achieved profits
in the domestic A-share market.
Among them, BGI Intelligent Manufacturing and CapBiotech expect the net profit attributable to the parent in the first three quarters of this year to increase by 340% and 124%
year-on-year, respectively.
Specifically, BGI expects to achieve operating income of about 3.
281 billion to 3.
441 billion yuan in the first three quarters of this year, a year-on-year increase of 15.
26%-20.
88%; It is expected to achieve a net profit attributable to about 1.
893 billion to 2.
023 billion yuan, a year-on-year increase of 311.
8% to 340.
08%.

CapBiotech expects to achieve a net profit attributable to the parent of 1.
35 billion yuan to 1.
45 billion yuan in the first three quarters, a year-on-year increase of 108.
68% to 124.
14%.

In addition, the operating income and net profit of Mindray, a domestic medical device leader, have also achieved double growth, and the net profit in the first three quarters has exceeded the net profit
of last year.
After hours on the 11th, Mindray disclosed its main operating data for the third quarter of this year, expecting to achieve revenue of about 7.
9 billion yuan, a year-on-year increase of about 20%, and expected net profit attributable to shareholders of listed companies to be about 2.
8 billion yuan, a year-on-year increase of about 20%.

Analysts believe that with the recovery of overseas markets, the pull of new medical infrastructure at home and abroad and the support of special funds for the modernization and transformation of medical equipment in China, the demand for medical devices is expected to be further released
.
In addition to the field of medical devices, the performance of pharmaceutical outsourcing in the first three quarters is also relatively bright
.
For the first time, WuXi AppTec expects operating income to exceed 20 billion yuan
in the first three quarters of this year.
Specifically, on the evening of October 12, WuXi AppTec disclosed its performance forecast for the first three quarters of 2022, expecting to achieve operating income of 28.
395 billion yuan in the first three quarters of this year, a year-on-year increase of 71.
87%, and an expected net profit of 7.
38 billion yuan, a year-on-year increase of 107.
12%; It is expected that the non-net profit will be 6.
232 billion yuan, a year-on-year increase of 100.
64%.

In addition, Jiuzhou Pharmaceutical and Zhaoyan New Drug are expected to increase their net profit in the first three quarters of this year by 60.
00% and 164.
8%
respectively.
The industry believes that due to the relatively limited impact of the epidemic and the growth of export business, the overall growth rate of the pharmaceutical outsourcing industry in the sub-industry is relatively fast
.
In the future, with the further confirmation of leading enterprises, and the impact of the recent moderate price reduction of centralized procurement, financial interest discount on medical device loans, and the inclusion of innovative drugs in the simple renewal procedure of medical insurance, the CXO sector may continue to improve
.
In general, benefiting from the intensive introduction of favorable policies in the pharmaceutical industry, the development prospects of the pharmaceutical and medical industries are continuing to improve, so the subdivisions such as medical equipment, medical consumables, CXO, and retail pharmacies have also risen significantly
.
In this context, in the future, we can focus on the progress of medical insurance negotiations, the commercialization of new varieties and the progress of key research pipelines.
At the same time, it pays attention to the progress of vaccine research and development and volume, and pays attention to related pharmaceutical companies, vaccine companies and their industrial chains
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice
to anyone.