Recently, listed companies have disclosed their 2022 full-year performance forecasts, among which the biomedical industry has outstanding performance
.
As of January 3, there are 9 pharmaceutical companies that have released 2022 performance forecasts, of which 8 are promising
.
From the perspective of net profit growth, the net profit growth rate of 4 listed companies is expected to exceed 100%, including Jardine Jardine Jiaye, Chuanning Biotechnology, Shanwaishan and so on
.
Specifically, Jardine Jiaye, the head enterprise of domestic household non-invasive ventilators and ventilation masks, is expected to have an operating income of 1.
444 billion yuan to 1.
544 billion yuan in 2022, a year-on-year increase of 117.
96% to 133.
06%; The net profit attributable to the parent was 351 million yuan to 407 million yuan, a year-on-year increase of 140.
85% to 179.
67%.
According to the prospectus of Chuanning Biotechnology, a core enterprise in the field of antibiotic intermediates, the company expects to achieve operating income ranging from 3.
656 billion yuan to 3.
769 billion yuan in 2022, a year-on-year increase of 13% to 17%; The net profit attributable to shareholders of the company ranges from 382 million yuan to 411 million yuan, which is expected to increase by 243% to 269%
year-on-year.
For the reasons for the sharp increase in performance, Chuanning Biotech said that there are two main reasons: first, the short suspension of production in the fourth quarter of 2021 due to the epidemic, resulting in a low profit level in 2021; Second, in 2022, the selling prices of major products are expected to show an upward trend compared with the same period last year, among which the average sales price of erythromycin thiocyanate is expected to increase by 18%, the average sales unit price of 6-APA is expected to increase by about 41%, and the average sales unit price of penicillin G is expected to increase by about 63%.
Shanwaishan expects that the company's operating income in 2022 will be about 306 million yuan to 459 million yuan, a year-on-year increase of 8.
00% to 62.
01%, and the net profit attributable to the owners of the parent company is expected to be about 42.
39 million yuan to 63.
58 million yuan, a year-on-year increase of 117.
68% to 226.
50%.
For the reasons for the large year-on-year increase in net profit in 2022, Shanwaishan is attributed to the good development of the industry, strong downstream customer demand, driving the increase in sales of blood purification equipment and consumables, and the increase in dialysis service revenue with the increase in the full bed rate of chain dialysis centers
.
It is understood that in recent years, with the aging of the population, the group of chronic diseases has been expanding, and the prevalence and incidence of end-stage renal disease have been rising
.
In China, according to CNRDS blood purification data, as of the end of December 2019, there were 632,700 hemodialysis patients and 103,300
peritoneal dialysis patients.
With the continuous improvement of the basic medical security level of Chinese residents and the inclusion of end-stage renal disease in the medical insurance of serious diseases, the industry expects that the demand for blood purification will be released in large quantities, and the scale of the hemodialysis market will continue to expand
.
According to the data, Shanwaishan is engaged in blood purification equipment and consumables research and development, production and sales, and provide chain hemodialysis medical services enterprises, the company after years of development, has formed "blood purification equipment + blood purification consumables + hemodialysis center intelligent management system + chain hemodialysis center" the whole industry chain layout, global kidney disease and critical patients to provide blood purification overall solutions
.
In addition to the above-mentioned pharmaceutical companies, listed companies in the pharmaceutical and biological industries such as Huaxia Ophthalmology, Dongxing Medical, Xintiandi, and Enhua Pharmaceutical are also expected to maintain a stable growth trend
in 2022.
From the perspective of the sub-industries to which the pharmaceutical companies that have been reported so far, most of the pharmaceutical companies belong to the medical equipment track
.
According to CHOICE data, in the first three quarters of 2022, the 35 A-share listed companies in Shenwan's medical equipment industry achieved operating income of 53.
735 billion yuan, an increase of 12.
28% over the same period last year; The net profit attributable to the parent was 14.
964 billion yuan, an increase of 18.
55%
over the same period last year.
It is understood that in the first three quarters of this year, the revenue of medical equipment industry enterprises has been obviously at the top level
in the biomedical industry.
The analysis believes that with the acceleration of domestic medical equipment procurement and the continuous recovery of overseas business, relevant listed companies are expected to usher in significant growth in 2022 annual performance
.
According to the analysis of Deppon Securities, with the continuous improvement of national health demand, medical equipment will usher in long-term expansion
.
It is expected that the domestic demand for medical equipment will accelerate in the next three years, and the market space will continue to expand
.
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