Hengrui, Shiyao, Yunnan Baiyao, yaomingkant and other companies with a market value of 100 billion have made great achievements in half a year. Who makes the most money?

When the mid-year performance of pharmaceutical enterprises appeared again, as of August 22, 141 pharmaceutical companies had released the mid-2018 performance What are the performances of the pharmaceutical giants, such as Hengrui, Shiyao, Yunnan Baiyao and yaomingkant, who are favored by the capital market? The performance of Listed Companies in the first half of 2018 (unit: 100 million yuan) 1 Hengrui: entering the harvest period of innovation results by the end of August 22, the total market value of Hengrui medicine is still strong, and its performance in the first half of 2018 is not bad In the first half of 2018, Hengrui's revenue was 7.761 billion yuan, a year-on-year increase of 22.32%; its net profit was 1.91 billion yuan, a year-on-year increase of 21.38% In general, there are three driving factors for performance: the innovation results enter the harvest period, and the export of preparations contributes to the performance In addition, the product structure of the original cancer drug product line is gradually optimized, and the proportion of performance in such businesses as surgical anesthesia, contrast agent and characteristic infusion is increasing Sun piaoyang will attend the 10th China Pharmaceutical entrepreneur scientist investor conference and the 40 years of reform and opening up pharmaceutical industry development achievement exhibition in the first half of 2018 in Yanqi lake, Beijing from August 31 to September 2, with good news of Hengrui's innovation achievements First, in March, Hengrui announced that the imitated products benzenesulfonaatracurium injection and pellegritol injection have been approved by the drug administration, which means that Hengrui has become the first enterprise in China to obtain the production approval documents for these two products Then in May, Hengrui's first biological innovative drug, thiopefigeristine injection (19K, trade name: aido), was mainly used for chemotherapy-related neutropenia in cancer patients It was PEGylated on the basis of Amgen pefigeristine to modify g-gsf, which was regarded as another heavyweight product of Hengrui In 2017, the global sales of Peugeot stiles reached about 4.76 billion US dollars, and it is not listed in China At present, the long-term G-CSF listed in China includes jinyouli of Baike biology under PetroChina and xinruibai of Qilu After Hengrui 19K is approved for production, the long-term G-CSF will present the pattern of "tripartite confrontation" in the domestic market In terms of internationalization, Hengrui has also gained a lot Desflurane for inhalation, cettepa for injection and fondagangui sodium for injection were approved in the United States, and sales of cyclophosphamide for injection and other series of products increased steadily Long acting insulin ins068 injection, which is used to treat acute and chronic pain and pruritus, has also been approved to carry out clinical trials overseas Meanwhile, Hengrui is promoting the registration and application of its products in developed markets such as Europe, the United States, Japan and emerging markets such as Australia, South Africa and the Middle East Hengrui, known as the "first brother of R & D", continued to increase investment in R & D and innovation in the first half of 2018 In the first half of the year, Hengrui invested RMB 995 million in R & D, a year-on-year increase of 27.26%, accounting for 12.82% of sales revenue According to insight database data, Hengrui currently has 42 new drugs under development, 19 of which are anti-tumor drugs While the R & D achievements have been implemented in succession, Hengrui has also made preparations for the market in terms of sales Since 2017, Hengrui has begun to make significant changes in the sales system Since 2018, Hengrui has established a product line business unit system, including tumor business unit, imaging business unit and comprehensive product business unit, and gradually established a "four vertical and one horizontal" professional marketing system At present, Hengrui has built a nationwide sales network Southwest Securities expects Hengrui to have more than 12000 sales personnel by 2019 2 stone medicine: in recent years, due to the rapid breakthrough in the research and development of high-end preparations and innovative drugs, the group has gradually weakened the label of API The increasing market performance of potential heavyweight products, such as EBP, domenicol, jinyouli and albumin paclitaxel, makes the capital market pay more attention to its innovative product line As of today's closing, the total market value of petrochemicals has reached 104.62 billion yuan From August 31 to September 2, Cai Dongchen will participate in the 10th China Pharmaceutical entrepreneur scientist investor conference and the 40 years of reform and opening up pharmaceutical industry development achievement exhibition in Yanqi lake, Beijing In the first half of 2018, the revenue and profit of Shiyao group achieved rapid growth In the first half of 2018, the revenue of petrochemicals reached HK $10.79 billion (about RMB 9.406 billion), a year-on-year increase of 49.8%; the net profit increased by 41.1% to HK $1.85 billion (about RMB 1.613 billion) Driven by the three innovative products of EBP, Xuanning and oulaining, the innovative drug business of petrochemicals achieved revenue of HK $4.87 billion, a substantial increase of 65.3%; the general drug business revenue of HK $3.31 billion, a year-on-year increase of 42.3%; the API business, a year-on-year increase of 35.1%, a revenue of HK $2.61 billion, accounting for 24.1% of the total revenue EBP is a class 1 new drug developed by Shiyao group for mild and moderate acute ischemic stroke In 2005, compared with the investment, EBP did not bring a lot of benefits but lost money year after year Since 2010, the sales volume has gradually increased After the two dosage forms of EBP soft capsule and injection entered the 2017 medical insurance catalog, the volume effect was prominent In the first half of 2018, the growth rate was strong 42.6% to 2.36 billion Hong Kong dollars, including 57.5% to 1.27 billion Hong Kong dollars for injection and 28.4% to 1.09 billion Hong Kong dollars for soft capsule Under the strong growth trend, enbip will become the main revenue force of petrochemicals in the future Orenin, which is mainly used to treat Alzheimer's disease, increased by 78.1% to HK $1.02 billion, while Xuanning, a cardio cerebrovascular medicine, increased by 105.2% to HK $580 million Tumor products made a significant contribution in the first half of 2018 In the tumor product line segment, revenue increased by 109.2% to HK $900 million, domenicol by 80.6% to HK $400 million, and Tianjin Youli by 113.8% to HK $330 million It is worth mentioning that the market expansion speed of albumin binding paclitaxel for injection, a high-profile heavy-duty product, since its launch on March 2, 2018, cannot be underestimated, and the revenue has reached HK $86 million Paclitaxel albumin has less allergic reaction and better curative effect than Paclitaxel injection The price is about 60% of the original research Analysts expect HK $300 million in sales in 2018 and 1 billion in 2019 At present, it also cooperates with Junshi to develop PD-1 and albumin paclitaxel for the treatment of breast cancer The growth of API performance is mainly due to the continuous price increase of VC, with a growth of 70.3% in the first half of 2018, and the performance of HK $1.3 billion accounted for half of the API business of PetroChina At present, there are about 200 products under research, mainly focusing on cardiovascular and cerebrovascular diseases, metabolic diseases (such as diabetes), tumors, spirits, nerves and other fields More than 20 varieties have been reported, including bortezomib, dronedarone, clopidogrel, metformin and other high-quality generic drugs with large space In 2018, petrochemicals also performed well in consistency evaluation Azithromycin tablets, tramadol hydrochloride tablets and captopril tablets of petrochemicals are the first products of the same kind, which will have advantages in bidding and procurement in the future In terms of internationalization, there are currently 14 anda varieties of approval documents for petrochemicals, of which 2 were approved in the first half of 2018, second only to Huahai and Hengrui 3 Yunnan Baiyao: in the first half of 2018, the business income of Yunnan Baiyao reached 12.974 billion yuan, an increase of 8.47% over the same period of last year, and the net profit increased by 4.35% to 1.633 billion yuan The overall report card looks flat, but Yunnan Baiyao still keeps its vitality in the toothpaste market At present, the main products driving the performance are Yunnan Baiyao oral care series products, including traditional Yunnan Baiyao toothpaste, jinkoujian toothpaste, Yiyou Qingxin toothpaste, Yunkang toothpaste and Yunnan Baiyao children's toothpaste By may 2018, Yunnan Baiyao toothpaste accounted for 18.1% of the national market, ranking second in the country, with a year-on-year increase of 11% In recent years, with the leopard 737 ultra-fine powder, thousand grass hall handmade soap, Baiyao health balanced meal, the extraction of mask, the benefit of small sanitary napkin, Yunnan Baiyao toothpaste and other new products have been launched, the industrial chain of Yunnan Baiyao big health market is getting longer and longer However, while Yunnan Baiyao continues to occupy the big health market with toothpaste and other products, the performance of its industrial products is bleak In the first half of this year, the industrial sales revenue increased by only 0.99%, far lower than the 14.53% increase of commercial sales revenue At present, Yunnan Baiyao has four parts: medicine, health products, traditional Chinese medicine resources and medicine business In the first half of the year, the operating revenue of pharmaceutical subsidiaries was 7.74 billion yuan, down 6.1% year on year, and the net profit was 225 million yuan, down 9.2% year on year; the revenue of TCM resources subsidiaries was 1.121 billion yuan, down 4.9% year on year, and the net profit was 64.5 million yuan, down 60.2% year on year Some analysts think these two businesses are the main reason for the performance of Yunnan Baiyao in the first half of the year From the end of 2016 to the middle of 2017, Yunnan Baiyao carried out mixed reform Xinhua Capital Industry Group Co., Ltd and Jiangsu Yuyue Technology Development Co., Ltd as strategic investors successively increased their capital The shareholding structure of Baiyun Nanyao was changed to 45% of Yunnan SASAC, 45% of Xinhua capital and 10% of Jiangsu Yuyue However, for the time being, the introduction of large shareholders has not carried out a great deal of operation, which has no obvious impact on listed companies 4 Wuxi apptec: the first report card was very good on the evening of August 21 The first performance report of Wuxi apptec since the A-share listing in May this year appeared The rapid growth of both revenue and net profit of Wuxi apptec in the first half of the year has given investors more confidence China's largest and world leading cro company has finally unveiled its performance level In the first half of 2018, Wuxi apptec achieved revenue of 4.409 billion yuan, a year-on-year increase of 20.29%; its net profit reached 1.272 billion yuan, a year-on-year increase of 71.31% At present, Wuxi apptec has 26 R & D bases / branches around the world, providing R & D, production and supporting services for various new drugs, with more than 3000 customers worldwide During the reporting period, more than 800 new customers were added to the company's businesses in various sectors Wuxi apptec has four business segments The revenue of clinical research and other cro services reached 231 million yuan, a year-on-year increase of 58.8%; the revenue of laboratory services in China, the largest main force of the revenue, reached 2.416 billion yuan, a year-on-year increase of 21.65%; the revenue of CMO / cdmo business mainly provided by Hequan pharmaceutical industry increased by 26.8% to 1.209 billion yuan, and the revenue of laboratory services in the U.S region reached 546 million yuan, a year-on-year decrease of 1.93% According to Wuxi apptec, since most of the business income comes from overseas and is denominated in US dollars, the average exchange rate of RMB in the first half of 2018 has a greater impact on the appreciation over the same period of last year For example, based on the average exchange rate of the same period of last year, the revenue of laboratory services in the US region will increase by 5.85% over the same period of last year, and the company's main business income will also increase by 27.87% over the same period of last year According to its semi annual report information, in the first half of 2018, Wuxi apptec assisted domestic pharmaceutical customers to complete the declaration of 8 ind clinical trials, and obtained the clinical approval documents of 8 projects, accounting for about 16% of the declaration of similar new drugs in China As of June 30, 2018, Wuxi apptec has completed the ind application for 36 projects for domestic enterprises, and obtained the clinical approval for 25 projects Wuxi apptec has a wide customer base According to Wuxi apptec, in the near future, by providing clinical services, the company has helped a well-known global pharmaceutical company to officially obtain the approval document for the listing of PD-1 monoclonal antibody in China In addition, Wuxi apptec has assisted a well-known domestic pharmaceutical company to quickly obtain the supplementary application approval document issued by the food and drug administration, becoming the third one that has passed the consistency evaluation