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The A-share market in 2021 has been successfully concluded.
Statistics show that the total market value of A-shares this year is 92 trillion yuan, an increase of 10% over 2020
.
From the perspective of industry classification, the performance of the pharmaceutical biology and electronics industries is particularly bright.
Among them, the A-share market value of the pharmaceutical and biological industry in 2021 will exceed the 8 trillion mark, reaching 8.
17 trillion
.
From the perspective of the market value of major pharmaceutical and biological companies, according to the author's incomplete statistics, as of the end of 2021, Mindray Medical, WuXi AppTec, Hengrui Medicine, Ai There are at least 13 pharmaceutical companies including Er Ophthalmology, Zhifei Bio, Pien Tze Huang, Fosun Pharma, Pharmaron, Amic, Tigermed, Changchun High-tech, Yunnan Baiyao, and BeiGene
.
Among them, the medical device white horse stock Mindray Medical ranks the top in terms of market value, and the current total market value exceeds 400 billion
.
As the "first brother of medical equipment" in China, Mindray Medical has received a total of 3,065 institutional surveys in 2021, becoming the company that received more than 3,000 institutional visits during the year, which shows that the company is highly favored by institutions
.
In addition to Mindray Medical, followed by WuXi AppTec and Hengrui Medicine, all of which have a market value of more than 300 billion yuan
.
Four of the 100 billion clubs are CRO companies, namely WuXi AppTec, Tigermed, Longhuacheng, and Asymchem
.
Since the beginning of this year, the performance of the CRO sector has been very active.
Over 60% of the stocks in this sector have seen their share prices rise.
Among them, Medicilon has risen by more than 200%, and Proton shares have risen by more than 150% during the year
.
In the first three quarters of 2021, the performance of the CRO sector is also very bright, with the growth rates of revenue and net profit attributable to the parent reaching 42.
63% and 49.
24% respectively
.
Among them, from the perspective of the growth of net profit attributable to the parent of individual stocks, in the first three quarters of 2021, Yaoshi Technology and Jiuzhou Pharmaceutical performed brilliantly, achieving 442 million yuan and 473 million yuan respectively, a year-on-year increase of 210.
79% and 97.
65% respectively
.
It is worth mentioning that there will be many pharmaceutical stocks hitting new highs in 2021.
For example, Pien Tze Huang has already supported a market value of over 200 billion yuan, and the stock price has also risen during the year.
The stock price skyrocketed at the beginning of the year and the middle of the year.
.
The analysis pointed out that the rise of Pien Tze Huang's share price in 2021 will be mostly influenced by the favorable policies of traditional Chinese medicine
.
In addition, in the third quarter of 2021, Pien Tze Huang achieved an operating income of 2.
629 billion yuan, a year-on-year increase of 24.
09%; realized a net profit of 896 million yuan, a year-on-year increase of 93.
08%, setting a higher net profit in a single quarter since its listing.
This phenomenon also drives The company's share price rose
.
Of course, some people are happy and some are sad
.
At the beginning of 2021, the market value of Hengrui 100 million yuan once exceeded the 600 billion mark.
As of the close on December 31, the total market value of Hengrui Medicine was 324.
3 billion yuan, which has evaporated 268.
7 billion yuan compared with 2020, and the stock price fell by more than 45% during the year.
.
Some analysts pointed out that as a company transforming towards innovation, Hengrui faced many difficulties in the process, especially under the normalization of centralized procurement, there were many challenges
.
According to Hengrui's third quarter report in 2021, revenue and non-net profit deducted fell by 14.
84% and 4.
87%, respectively
.
However, under the pressure of centralized procurement and declining revenue, Hengrui Medicine is also actively changing its thinking.
For example, by changing the estimation of the time point of capitalization of R&D expenditures, so as to reduce the uncertainty of commercialization results and "optimize" financial At the same time, the company is also strengthening cooperation with the outside world and introducing projects to enrich the product pipeline; in terms of research and development, Hengrui is also increasing its efforts.
In 2020, it will invest nearly 5 billion yuan in research and development, and in the first three quarters of 2021, it will invest more than 40 million yuan.
R&D investment accounts for more than 20% of revenue
.
In addition, the company is also strengthening the construction of the talent team and scientific research system.
With the continuous high investment in research and development, it may gain more and better independent research and development of new drugs in the future
.
In general, it is not easy for local pharmaceutical companies to innovate.
In the future, innovative pharmaceutical companies including Hengrui may still need some time to explore
.
Statistics show that the total market value of A-shares this year is 92 trillion yuan, an increase of 10% over 2020
.
From the perspective of industry classification, the performance of the pharmaceutical biology and electronics industries is particularly bright.
Among them, the A-share market value of the pharmaceutical and biological industry in 2021 will exceed the 8 trillion mark, reaching 8.
17 trillion
.
From the perspective of the market value of major pharmaceutical and biological companies, according to the author's incomplete statistics, as of the end of 2021, Mindray Medical, WuXi AppTec, Hengrui Medicine, Ai There are at least 13 pharmaceutical companies including Er Ophthalmology, Zhifei Bio, Pien Tze Huang, Fosun Pharma, Pharmaron, Amic, Tigermed, Changchun High-tech, Yunnan Baiyao, and BeiGene
.
Among them, the medical device white horse stock Mindray Medical ranks the top in terms of market value, and the current total market value exceeds 400 billion
.
As the "first brother of medical equipment" in China, Mindray Medical has received a total of 3,065 institutional surveys in 2021, becoming the company that received more than 3,000 institutional visits during the year, which shows that the company is highly favored by institutions
.
In addition to Mindray Medical, followed by WuXi AppTec and Hengrui Medicine, all of which have a market value of more than 300 billion yuan
.
Four of the 100 billion clubs are CRO companies, namely WuXi AppTec, Tigermed, Longhuacheng, and Asymchem
.
Since the beginning of this year, the performance of the CRO sector has been very active.
Over 60% of the stocks in this sector have seen their share prices rise.
Among them, Medicilon has risen by more than 200%, and Proton shares have risen by more than 150% during the year
.
In the first three quarters of 2021, the performance of the CRO sector is also very bright, with the growth rates of revenue and net profit attributable to the parent reaching 42.
63% and 49.
24% respectively
.
Among them, from the perspective of the growth of net profit attributable to the parent of individual stocks, in the first three quarters of 2021, Yaoshi Technology and Jiuzhou Pharmaceutical performed brilliantly, achieving 442 million yuan and 473 million yuan respectively, a year-on-year increase of 210.
79% and 97.
65% respectively
.
It is worth mentioning that there will be many pharmaceutical stocks hitting new highs in 2021.
For example, Pien Tze Huang has already supported a market value of over 200 billion yuan, and the stock price has also risen during the year.
The stock price skyrocketed at the beginning of the year and the middle of the year.
.
The analysis pointed out that the rise of Pien Tze Huang's share price in 2021 will be mostly influenced by the favorable policies of traditional Chinese medicine
.
In addition, in the third quarter of 2021, Pien Tze Huang achieved an operating income of 2.
629 billion yuan, a year-on-year increase of 24.
09%; realized a net profit of 896 million yuan, a year-on-year increase of 93.
08%, setting a higher net profit in a single quarter since its listing.
This phenomenon also drives The company's share price rose
.
Of course, some people are happy and some are sad
.
At the beginning of 2021, the market value of Hengrui 100 million yuan once exceeded the 600 billion mark.
As of the close on December 31, the total market value of Hengrui Medicine was 324.
3 billion yuan, which has evaporated 268.
7 billion yuan compared with 2020, and the stock price fell by more than 45% during the year.
.
Some analysts pointed out that as a company transforming towards innovation, Hengrui faced many difficulties in the process, especially under the normalization of centralized procurement, there were many challenges
.
According to Hengrui's third quarter report in 2021, revenue and non-net profit deducted fell by 14.
84% and 4.
87%, respectively
.
However, under the pressure of centralized procurement and declining revenue, Hengrui Medicine is also actively changing its thinking.
For example, by changing the estimation of the time point of capitalization of R&D expenditures, so as to reduce the uncertainty of commercialization results and "optimize" financial At the same time, the company is also strengthening cooperation with the outside world and introducing projects to enrich the product pipeline; in terms of research and development, Hengrui is also increasing its efforts.
In 2020, it will invest nearly 5 billion yuan in research and development, and in the first three quarters of 2021, it will invest more than 40 million yuan.
R&D investment accounts for more than 20% of revenue
.
In addition, the company is also strengthening the construction of the talent team and scientific research system.
With the continuous high investment in research and development, it may gain more and better independent research and development of new drugs in the future
.
In general, it is not easy for local pharmaceutical companies to innovate.
In the future, innovative pharmaceutical companies including Hengrui may still need some time to explore
.
