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[Pharmaceutical Network Market Analysis] Up to now, a number of listed pharmaceutical equipment companies have released 2022 semi-annual performance forecast.
Among them, Xinlai Yingcai is expected to increase its net profit by 1159%-1405%, and Tofflon's net profit pre-increase is also reached 15%-25.
Looking forward to the market outlook, some brokerage securities expressed in the research report that they are optimistic about the performance of pharmaceutical equipment in the pharmaceutical fiel.
The agency's views are mainly from three perspectives: policy, fundamentals, and asset allocatio.
Pharmaceutical equipment (Source: Pharmaceutical Network) First, pharmaceutical equipment belongs to the policy immunization sector in the field of medicin.
In recent years, with the promotion of policies such as the normalization of centralized procurement and the control of medical insurance fees, the sub-sectors such as medicine and medical equipment have been under obvious pressur.
It is a way to find pharmaceutical equipment that is immune to policies and has a high degree of prosperit.
From the perspective of the downstream of the pharmaceutical equipment industry, its downstream demand does not only depend on a single fiel.
Whether chemical drugs, proprietary Chinese medicines or biological products, their production is inseparable from the support of pharmaceutical equipmen.
At the same time, pharmaceutical equipment belongs to the field of high-end manufacturing, and some high-end pharmaceutical equipment has also been encouraged and supported by national policies in recent years, encouraging pharmaceutical machine companies to speed up the pace of domestic substitutio.
Second, the long-term logic of pharmaceutical equipment is solid, benefiting from the logic of industrial upgrading and the impact of the epidemi.
Pharmaceutical equipment is the upstream of the pharmaceutical industr.
In recent years, the pharmaceutical industry has been affected by policies such as centralized procurement, and the transformation and upgrading has accelerate.
The demand for pharmaceutical equipment and production line transformation has continued to expan.
At the same time, due to the rapid development of emerging industries such as biological drugs, downstream equipment requirements Higher, automated and intelligent high-end pharmaceutical equipment market is expected to usher in a new round of growt.
In addition, the epidemic since 2020 has accelerated import substitutio.
In the case of delayed delivery of imported equipment and the inability of pharmaceutical factories to use the equipment, powerful pharmaceutical machine manufacturers have stood up, won the growth of new orders and won the affirmation of users, and it is expected to continue to change imported equipment to occupy the main market share in the futur.
situatio.
Thirdly, the attribute of pharmaceutical equipment is hard technology, which is the hot direction of the current market style rotatio.
The analysis pointed out that the current market structure is further differentiated, and the gap between growth and value is widenin.
Looking at the market style in the future, it is worth looking forward to focusing on the track with hard technology attributes in the win.
On August 15 this year, two new themed indexes, the SSE Science and Technology Innovation Board High-end Equipment Manufacturing Index and the SSE Science and Technology Innovation Board New Materials Index, landed on the Sci-tech Innovation Board, arousing the attention of the industr.
It is reported that since the establishment of the Science and Technology Innovation Board three years ago, it has focused on supporting the development of high-tech industries and strategic emerging industries, and has promoted more factor resources to focus on the field of technological innovatio.
As of the end of June this year, a large number of "hard technology" enterprises have been brought together on the Science and Technology Innovation Board, and a total of 147 new-generation information technology companies, 97 high-end equipment companies, 93 biopharmaceutical companies, 39 new material companies, and 31 energy conservation and environmental protection companies have been liste.
and 24 new energy companie.
It can be seen that the Science and Technology Innovation Board is stimulating the vitality of scientific and technological innovation, and the entire market ecology is constantly being optimize.
Pharmaceutical equipment companies with hard technology attributes may have more opportunities in the futur.
It is worth mentioning that there are still problems such as low innovation level and talent shortage in domestic pharmaceutical equipmen.
It is necessary for pharmaceutical machinery enterprises to continue to increase investment in research and development, strengthen innovation, and constantly make breakthroughs to catch up with the performance and innovation level of imported equipmen.
At the same time, the pharmaceutical machine industry also needs more support from specific talent policies to make up for the shortage of talents and weak basic scientific research, and to facilitate innovation and upgradin.
In general, there is still a long way to go for domestic pharmaceutical machines to reach a new level of high-quality development
The author learned that leading enterprises are tackling key problems in this fiel.
For example, Chutian Technology announced in early August that the company plans to invest in the establishment of a company engaged in the provision of precision manufacturing and molds related to medical equipment, medical equipment, mechanical engineering, et.
as its main busines.
.Chutian Technology stated that the purpose is to strengthen the confidentiality of the company's core parts manufacturing and processing technology, solve the bottleneck of parts outsourcing, maintain the independent and controllable supply chain, and activate the competitiveness of the company's supply chai.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyon.
Among them, Xinlai Yingcai is expected to increase its net profit by 1159%-1405%, and Tofflon's net profit pre-increase is also reached 15%-25.
Looking forward to the market outlook, some brokerage securities expressed in the research report that they are optimistic about the performance of pharmaceutical equipment in the pharmaceutical fiel.
The agency's views are mainly from three perspectives: policy, fundamentals, and asset allocatio.
Pharmaceutical equipment (Source: Pharmaceutical Network) First, pharmaceutical equipment belongs to the policy immunization sector in the field of medicin.
In recent years, with the promotion of policies such as the normalization of centralized procurement and the control of medical insurance fees, the sub-sectors such as medicine and medical equipment have been under obvious pressur.
It is a way to find pharmaceutical equipment that is immune to policies and has a high degree of prosperit.
From the perspective of the downstream of the pharmaceutical equipment industry, its downstream demand does not only depend on a single fiel.
Whether chemical drugs, proprietary Chinese medicines or biological products, their production is inseparable from the support of pharmaceutical equipmen.
At the same time, pharmaceutical equipment belongs to the field of high-end manufacturing, and some high-end pharmaceutical equipment has also been encouraged and supported by national policies in recent years, encouraging pharmaceutical machine companies to speed up the pace of domestic substitutio.
Second, the long-term logic of pharmaceutical equipment is solid, benefiting from the logic of industrial upgrading and the impact of the epidemi.
Pharmaceutical equipment is the upstream of the pharmaceutical industr.
In recent years, the pharmaceutical industry has been affected by policies such as centralized procurement, and the transformation and upgrading has accelerate.
The demand for pharmaceutical equipment and production line transformation has continued to expan.
At the same time, due to the rapid development of emerging industries such as biological drugs, downstream equipment requirements Higher, automated and intelligent high-end pharmaceutical equipment market is expected to usher in a new round of growt.
In addition, the epidemic since 2020 has accelerated import substitutio.
In the case of delayed delivery of imported equipment and the inability of pharmaceutical factories to use the equipment, powerful pharmaceutical machine manufacturers have stood up, won the growth of new orders and won the affirmation of users, and it is expected to continue to change imported equipment to occupy the main market share in the futur.
situatio.
Thirdly, the attribute of pharmaceutical equipment is hard technology, which is the hot direction of the current market style rotatio.
The analysis pointed out that the current market structure is further differentiated, and the gap between growth and value is widenin.
Looking at the market style in the future, it is worth looking forward to focusing on the track with hard technology attributes in the win.
On August 15 this year, two new themed indexes, the SSE Science and Technology Innovation Board High-end Equipment Manufacturing Index and the SSE Science and Technology Innovation Board New Materials Index, landed on the Sci-tech Innovation Board, arousing the attention of the industr.
It is reported that since the establishment of the Science and Technology Innovation Board three years ago, it has focused on supporting the development of high-tech industries and strategic emerging industries, and has promoted more factor resources to focus on the field of technological innovatio.
As of the end of June this year, a large number of "hard technology" enterprises have been brought together on the Science and Technology Innovation Board, and a total of 147 new-generation information technology companies, 97 high-end equipment companies, 93 biopharmaceutical companies, 39 new material companies, and 31 energy conservation and environmental protection companies have been liste.
and 24 new energy companie.
It can be seen that the Science and Technology Innovation Board is stimulating the vitality of scientific and technological innovation, and the entire market ecology is constantly being optimize.
Pharmaceutical equipment companies with hard technology attributes may have more opportunities in the futur.
It is worth mentioning that there are still problems such as low innovation level and talent shortage in domestic pharmaceutical equipmen.
It is necessary for pharmaceutical machinery enterprises to continue to increase investment in research and development, strengthen innovation, and constantly make breakthroughs to catch up with the performance and innovation level of imported equipmen.
At the same time, the pharmaceutical machine industry also needs more support from specific talent policies to make up for the shortage of talents and weak basic scientific research, and to facilitate innovation and upgradin.
In general, there is still a long way to go for domestic pharmaceutical machines to reach a new level of high-quality development
The author learned that leading enterprises are tackling key problems in this fiel.
For example, Chutian Technology announced in early August that the company plans to invest in the establishment of a company engaged in the provision of precision manufacturing and molds related to medical equipment, medical equipment, mechanical engineering, et.
as its main busines.
.Chutian Technology stated that the purpose is to strengthen the confidentiality of the company's core parts manufacturing and processing technology, solve the bottleneck of parts outsourcing, maintain the independent and controllable supply chain, and activate the competitiveness of the company's supply chai.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyon.
