Hundreds of billions of infusion industry suffered a "cold winter", the second half of the performance is expected to improve

Pharmaceutical Network Market Analysis: Large infusion is one of the five important preparations in the pharmaceutical industry.
this year, the number of patients visiting hospitals has decreased due to special periods.
data released by the National Health and Welfare Commission show that in the first half of 2020, the number of medical and health institutions nationwide fell by 21.6% year-on-year, which also led to a decline in demand for medical supplies such as infusions, and hundreds of billions of industries experienced a "cold winter".
the semi-annual report data disclosed from the industry leader can be further reflected.
three leading companies, Colum Pharmaceuticals, China Resources Shuanghe and Shisi Pharmaceutical Group, all experienced double-digit declines in the first half of 2020.
Among them, Colum Pharmaceuticals' first-half revenue decreased by 18.95 percent year-on-year, attributable net profit decreased by 72.15 percent year-on-year, China Resources Shuanghe's first-half revenue decreased by 14.77 percent year-on-year, attributable net profit decreased by 13.19 percent year-on-year, Shisi Pharmaceutical Group's first-half revenue decreased by 23.3 percent year-on-year, and net profit decreased by 54.9 percent year-on-year.
However, since the second quarter of this year, the national health care institutions have rebounded, the industry is expected to return to normal levels in July, large infusion companies in the second half of the performance will be improved.
also mentioned that in the first half of 2020, the company's large infusion business affected by the outbreak has declined, but the second half is expected to stabilize and rebound.
Combined with the infusion policy, in 2012 China began to implement the "resistance restriction order", to promote the large infusion industry began to accelerate integration, after a large-scale market reshuffle, small and medium-sized enterprises gradually eliminated, leading enterprises began to release profits, industry concentration continues to improve, forming a strong and strong pattern.
note that the next big infusion industry will also face a new round of industry concentration to improve the test.
this year, some provinces and cities have piloted centralized procurement of infusion drugs and medical devices, which the industry believes will further accelerate the integration of the industry.
the long term, the company's innovation research and development will be of concern.
, in order to improve competitiveness, industry leaders are also trying multi-competence layout.
, for example, Colum Pharmaceuticals has stepped up its efforts in recent years to increase the company's gross margin by providing high-value-added treatments and nutritional infusions.
specifically, the company is mainly driven by "big infusions, antibiotics and innovation", and innovation as the main factor in the growth of the core, thereby driving the company's long-term development.
the first half of this year, Colum Pharmaceuticals chose to continue to increase its research and development investment in the face of declining performance, with research and development spending up 15.48 percent year-on-year in the first half of the year.
From the first half of this year, the company's key approval and evaluation of the sales of varieties, since 2020, the company has a total of 12 products have been approved for listing, 11 drugs declared production, 9 products, 11 specifications into the country's second and third batch collection list.
first half of this year, the overall sales revenue of Colum Pharmaceuticals' new drug sector was RMB922 million, up 22.9% YoY.
In the next three years, the company is expected to list 78-101 products (including generics and consistent evaluation drugs), further strengthening the company's position in bacterial infections, intestinal nutrition, tumors, cardiovascular, anesthesia analgesia and other fields.
is unique, China Resources Shuanghe and Shisi Pharmaceutical Group are also actively transforming, including China Resources Shuanghe in the slow disease business to increase investment, Shisi Pharmaceutical Group in the non-large infusion business has achieved good results.
in the industry's view, the net interest rate of large infusion industry is generally low, if the centralized procurement of infusion drugs and medical devices nationwide widely implemented, will have a greater performance pressure on related companies.
therefore, for companies with large infusion businesses, the infusion business is the basis for long-term development, while extending to other areas of medical services and pharmaceutical innovation, or more competitive in the market.