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Recently, the third quarter of 2022 officially ended, and looking back on the first three quarters, the A-share market can be described as ups and downs
.
In terms of pharmaceutical stocks, there are 9 companies with a market value of more than 100 billion, Mindray still occupies the "first brother" throne, and United Imaging Medical, which was listed this year, advanced to the top 6, and only Chinese medicine stocks with a market value of 100 billion yuan remained
.
From the perspective of rise and fall, more than 80% of the decline, Kelun Pharmaceutical, Yuandong Biotechnology, China Resources Sanjiu and other 36 companies bucked the trend and increased by more than 10%.
It is worth noting that there are 14 pharmaceutical stocks with a market value of 100 billion yuan in 2021, and there were as many as 18 at the peak
.
Since the beginning of this year, the global market has been shaken, A-shares have adjusted again after hitting a stage high of rebound in early July, many sectors and individual stocks have retreated, valuations have been at a low level, and a major counterattack
is expected in the fourth quarter.
.
In terms of pharmaceutical stocks, there are 9 companies with a market value of more than 100 billion, Mindray still occupies the "first brother" throne, and United Imaging Medical, which was listed this year, advanced to the top 6, and only Chinese medicine stocks with a market value of 100 billion yuan remained
.
From the perspective of rise and fall, more than 80% of the decline, Kelun Pharmaceutical, Yuandong Biotechnology, China Resources Sanjiu and other 36 companies bucked the trend and increased by more than 10%.
It is worth noting that there are 14 pharmaceutical stocks with a market value of 100 billion yuan in 2021, and there were as many as 18 at the peak
.
Since the beginning of this year, the global market has been shaken, A-shares have adjusted again after hitting a stage high of rebound in early July, many sectors and individual stocks have retreated, valuations have been at a low level, and a major counterattack
is expected in the fourth quarter.
Hundreds of billions of market value pharmaceutical stocks "cut back", TOP20 reshuffle
Top 20 pharmaceutical stocks in the first three quarters of 2022
Note: Statistics as of the close of trading on September 30, 2022
Recently, A-shares officially ended in the third quarter of 2022, and as of the close of September 30, the total market value of A-shares was 84.
64 trillion yuan, a decrease of 9.
28 trillion yuan
compared with the same period in 2021.
Pharmaceutical stocks rose sharply in the last two trading days of September, with Watson Pharmaceutical, Longjin Pharmaceutical, Lisheng Pharmaceutical, Shuangcheng Pharmaceutical, etc.
rising to a halt, and Yiling Pharmaceutical and Xiangyu Medical rising more than 5%.
64 trillion yuan, a decrease of 9.
28 trillion yuan
compared with the same period in 2021.
Pharmaceutical stocks rose sharply in the last two trading days of September, with Watson Pharmaceutical, Longjin Pharmaceutical, Lisheng Pharmaceutical, Shuangcheng Pharmaceutical, etc.
rising to a halt, and Yiling Pharmaceutical and Xiangyu Medical rising more than 5%.
At present, there are 9 pharmaceutical stock markets with a value of more than 100 billion, Mindray still occupies the throne of "one brother", and United Imaging Medical, which was listed this year, advanced to the top 6, and only Chinese medicine stocks were left
.
In 2021, there were 14 pharmaceutical stocks with a market capitalization of 100 billion, and there were as many as 18 at the peak
.
.
In 2021, there were 14 pharmaceutical stocks with a market capitalization of 100 billion, and there were as many as 18 at the peak
.
It is worth mentioning that in August this year, United Imaging Medical landed on the science and technology innovation board and became a new pharmaceutical stock
with a market value of 100 billion.
According to the prospectus, the company's main business is to provide global customers with high-performance medical imaging equipment, radiotherapy products, life science instruments and medical digital and intelligent solutions
.
In the first half of 2022, the company's revenue scale exceeded 4 billion yuan for the first time, a year-on-year increase of 35.
23%; The net profit was 774 million yuan, a year-on-year increase of 19.
52%.
Recently, United Imaging Medical plans to increase the capital of 1.
312 billion yuan to a wholly-owned subsidiary in Wuhan for the implementation of next-generation product research and development projects
.
At the same time, the company will use idle raised funds with a total amount not exceeding 5.
3 billion yuan for cash management for the purchase of investment products
with high security, good liquidity and capital protection agreements.
with a market value of 100 billion.
According to the prospectus, the company's main business is to provide global customers with high-performance medical imaging equipment, radiotherapy products, life science instruments and medical digital and intelligent solutions
.
In the first half of 2022, the company's revenue scale exceeded 4 billion yuan for the first time, a year-on-year increase of 35.
23%; The net profit was 774 million yuan, a year-on-year increase of 19.
52%.
Recently, United Imaging Medical plans to increase the capital of 1.
312 billion yuan to a wholly-owned subsidiary in Wuhan for the implementation of next-generation product research and development projects
.
At the same time, the company will use idle raised funds with a total amount not exceeding 5.
3 billion yuan for cash management for the purchase of investment products
with high security, good liquidity and capital protection agreements.
More than 80% of pharmaceutical stocks fell collectively! Ke Lun, Yuan Dong.
.
.
Buck the trend
.
.
Buck the trend
Pharmaceutical stocks that rose more than 10% in the first three quarters of 2022
Note: Statistics as of the close of trading on September 30
In terms of rise and fall, 36 pharmaceutical stocks such as Dali Pharmaceutical, Kelun Pharmaceutical, Yuandong Biotechnology, and China Resources Sanjiu increased by more than 10%, of which Hefu China and Shanghai Yizhong grew by more than 100%, and 11 such as Enwei Pharmaceutical, United Imaging Medical, and West Point Pharmaceutical were listed
this year.
this year.
Shanghai Yizhong has always been committed to the development of innovative drugs and related products, and is a high-tech pharmaceutical enterprise
integrating R&D, production and commercialization.
The company's core product, paclitaxel polymer micelles for injection, is an innovative dosage form of paclitaxel independently developed for the first-line treatment
of non-small cell lung cancer.
After the product was approved at the end of 2021, the company has officially launched the commercial production and sales of the product, and achieved a turnaround in the first half of this year, with a year-on-year increase of nearly 600%
in net profit.
According to data from Intranet, the sales scale of paclitaxel injections in China's urban public hospitals, county-level public hospitals, urban community centers and township health centers (referred to as China's public medical institutions) exceeded 6 billion yuan
in 2021.
A few days ago, the company announced that its paclitaxel polymer micelles for injection have been approved for clinical trial and agreed to carry out clinical trials
for breast cancer with new indications.
If successfully approved, it will further enhance the market competitiveness
of the product.
integrating R&D, production and commercialization.
The company's core product, paclitaxel polymer micelles for injection, is an innovative dosage form of paclitaxel independently developed for the first-line treatment
of non-small cell lung cancer.
After the product was approved at the end of 2021, the company has officially launched the commercial production and sales of the product, and achieved a turnaround in the first half of this year, with a year-on-year increase of nearly 600%
in net profit.
According to data from Intranet, the sales scale of paclitaxel injections in China's urban public hospitals, county-level public hospitals, urban community centers and township health centers (referred to as China's public medical institutions) exceeded 6 billion yuan
in 2021.
A few days ago, the company announced that its paclitaxel polymer micelles for injection have been approved for clinical trial and agreed to carry out clinical trials
for breast cancer with new indications.
If successfully approved, it will further enhance the market competitiveness
of the product.
Enwei Pharmaceutical officially landed on A-share on September 21, the company is mainly engaged in the research and development, production and sales of proprietary Chinese medicines and chemical drugs, focusing on gynecology, pediatrics, respiratory system and other fields, with 17 exclusive varieties including Jieer Yin lotion, Shanmai Spleen Oral Liquid, Danxiong Tongmai granules, etc.
, and the sales revenue of exclusive varieties accounts for more than 50% of
the main business income.
According to data from Minenet, Jieer Yin lotion has ranked first
in the ranking of traditional Chinese medicine products for gynecological inflammation in China's urban physical pharmacies for many years.
On September 22, its wholly-owned subsidiary Sichuan Enwei Pharmaceutical developed a compound proprietary Chinese medicine Qiankunning tablet approved for clinical trials, which belongs to the innovative Chinese medicine category 1 and will carry out clinical trials
for the mild use of new coronavirus pneumonia.
, and the sales revenue of exclusive varieties accounts for more than 50% of
the main business income.
According to data from Minenet, Jieer Yin lotion has ranked first
in the ranking of traditional Chinese medicine products for gynecological inflammation in China's urban physical pharmacies for many years.
On September 22, its wholly-owned subsidiary Sichuan Enwei Pharmaceutical developed a compound proprietary Chinese medicine Qiankunning tablet approved for clinical trials, which belongs to the innovative Chinese medicine category 1 and will carry out clinical trials
for the mild use of new coronavirus pneumonia.
More than 80% of pharmaceutical stocks have fallen this year, while more than 30 have fallen by more than 50
%.
Last year, more than 60% of pharmaceutical stocks increased, 48 doubled, and only 4
such as Zhengchuan and Kangtai Medical fell by more than 50%.
%.
Last year, more than 60% of pharmaceutical stocks increased, 48 doubled, and only 4
such as Zhengchuan and Kangtai Medical fell by more than 50%.
Repurchase, increase holdings "pile up"! A big counteroffensive is expected in the fourth quarter
Affected by factors such as the general decline in overseas stock markets, the three major A-share stock indexes collectively closed down on the first trading day after the 11th Day, the Shanghai Composite Index lost the 3,000-point mark, and nearly 4,000 stocks fell; In the afternoon of the 12th, there was a "great counteroffensive", recovering 3,000 points; On the 13th, A shares were volatile and sorted, and the medical sector rose sharply.
.
.
Since the beginning of this year, the global market has been shaken, and A-shares have adjusted again after hitting a stage high of rebound in early July, and their valuations are now at a low level
.
As the normalization of epidemic prevention and control continues to become clear, it is optimistic about sectors with solid performance and the current valuation level falling to a historical low, among which the large consumer sector represented by pharmaceuticals is expected to return to the upward cycle
in the fourth quarter.
Recently, A-share listed companies have "piled" to buy back and increase their holdings, releasing positive signals
to the market and investors.
.
.
Since the beginning of this year, the global market has been shaken, and A-shares have adjusted again after hitting a stage high of rebound in early July, and their valuations are now at a low level
.
As the normalization of epidemic prevention and control continues to become clear, it is optimistic about sectors with solid performance and the current valuation level falling to a historical low, among which the large consumer sector represented by pharmaceuticals is expected to return to the upward cycle
in the fourth quarter.
Recently, A-share listed companies have "piled" to buy back and increase their holdings, releasing positive signals
to the market and investors.
Since September, the number of buyback plans for listed companies has surged, with more than 70, a new monthly high
this year.
In October, a number of pharmaceutical companies also took frequent actions, CapBiologics and Zhende Medical disclosed repurchase plans, and more than 10 pharmaceutical stocks such as Porton Shares, Jiuqiang Biologics, Kanghua Biologics, and Intco Medical issued progress announcements
on the repurchase of the company's shares.
this year.
In October, a number of pharmaceutical companies also took frequent actions, CapBiologics and Zhende Medical disclosed repurchase plans, and more than 10 pharmaceutical stocks such as Porton Shares, Jiuqiang Biologics, Kanghua Biologics, and Intco Medical issued progress announcements
on the repurchase of the company's shares.
A number of major shareholders and executives of listed companies have also announced an increase in their holdings, using "real money" to express confidence
in the development prospects of the company and the industry.
Among them, there are 8 pharmaceutical stocks
including Shengxiang Biotechnology, Addison Pharmaceutical, Kenzhijia, and Changshan Pharmaceutical.
in the development prospects of the company and the industry.
Among them, there are 8 pharmaceutical stocks
including Shengxiang Biotechnology, Addison Pharmaceutical, Kenzhijia, and Changshan Pharmaceutical.
A few days ago, the actual controller of International Medical disclosed the progress of
issuing a proposal to increase the company's stock holdings to all employees of the company.
One year after the issuance of the increase proposal, the current share price of International Medical has fallen by more than 20% from the average price of employee overholdings, and it is estimated that the total loss of employees who have increased their holdings of the company's shares is more than 10 million, but these losses will be compensated
by Liu Jianshen, the actual controller of the company, or his designated subsidiary company with their own funds within one month after the close of the market on October 11, 2022.
In addition, Jiuan Medical also issued big red envelopes to employees through the stock ownership plan, and deliberated and passed the proposal of the revised draft of the employee stock ownership plan and its revised summary in 2022
.
issuing a proposal to increase the company's stock holdings to all employees of the company.
One year after the issuance of the increase proposal, the current share price of International Medical has fallen by more than 20% from the average price of employee overholdings, and it is estimated that the total loss of employees who have increased their holdings of the company's shares is more than 10 million, but these losses will be compensated
by Liu Jianshen, the actual controller of the company, or his designated subsidiary company with their own funds within one month after the close of the market on October 11, 2022.
In addition, Jiuan Medical also issued big red envelopes to employees through the stock ownership plan, and deliberated and passed the proposal of the revised draft of the employee stock ownership plan and its revised summary in 2022
.
As early as October 2020, the "Opinions of the State Council on Further Improving the Quality of Listed Companies" was officially issued, kicking off the prelude to the quality and efficiency of listed companies, after two years of development, the governance ability of listed companies has been continuously improved, the overall restructuring market has been stable and improving, the number of delisted companies has increased, and the quality has been significantly improved
.
Industry insiders pointed out that in the future, it is still necessary to strengthen supervision and optimize corporate governance, promote compliance operations, focus on the main business, do better and stronger, and further drive the company to a
higher level.
.
Industry insiders pointed out that in the future, it is still necessary to strengthen supervision and optimize corporate governance, promote compliance operations, focus on the main business, do better and stronger, and further drive the company to a
higher level.
Source: Oriental Wealth Network, company announcement
Note: Intranet's "Terminal Competition Pattern of China's Public Medical Institutions", the statistical scope is: China's urban public hospitals, county-level public hospitals, urban community centers and township health centers, excluding private hospitals, private clinics, and village clinics; Intranet's "Terminal Competition Pattern of China's Urban Physical Pharmacies", the statistical scope is: urban physical pharmacies at the prefecture level and above nationwide, excluding county and rural pharmacies; The above sales are calculated
based on the average retail price of the product at the terminal.
based on the average retail price of the product at the terminal.
