With the disclosure of the 2022 semi-annual reports of pharmaceutical equipment companies, institutions have become more active, and they have made predictions on the annual performance of listed companies
.
In the first half of this year, most pharmaceutical machine companies, including Chutian, Tofflon, and Canaan Technology, performed well.
Many institutions expect that the net profit of leading companies in 2022 will continue to grow
.
Pharmaceutical equipment industry (Photo source: Pharmaceutical Network)
In 2022, the performance of H1 head pharmaceutical machine companies is bright
In 2022, the performance of H1 head pharmaceutical machine companies is bright
Judging from the pharmaceutical equipment companies that have disclosed their 2022 semi-annual reports, with the exception of Xinhua Medical, most of the pharmaceutical machinery companies performed well in the first half of the year, achieving year-on-year growth in revenue and net profit
.
Among them, the net profit of Xinlai Yingcai doubled in the first half of the year, with a year-on-year increase of 129.
91%
.
It is reported that behind the company's beautiful performance, it has benefited from the substantial growth of the company's three main businesses of food, pan-semiconductor and medicine
.
From January to June this year, Chutian Technology and Tofflon achieved operating incomes of more than 2 billion yuan, reaching 2.
871 billion yuan and 2.
427 billion yuan respectively, a year-on-year increase of 20.
04% and 34.
11% respectively; the net profits attributable to shareholders of listed companies were It was 299 million yuan and 403 million yuan, a year-on-year increase of 26.
74% and 18.
33% respectively
.
The performance of Canaan Technology is also remarkable.
In the first half of the year, the operating income was 494 million yuan, a year-on-year increase of 14.
33%; the net profit attributable to shareholders of the listed company was 42.
36 million yuan, a year-on-year increase of 12.
63%
.
It is worth mentioning that in the first half of the year, the company achieved revenue of 135.
5 million yuan from water equipment for biological and sterile preparations, liquid dispensing systems and engineering business, a year-on-year increase of 105.
82%
.
The industry believes that judging from the performance of the leading pharmaceutical equipment companies that have disclosed their semi-annual reports, they have basically achieved performance growth, which shows that the overall development of the industry in the first half of the year is still accelerating
.
The agency expects that the annual net profit of the head will continue to grow
The agency expects that the annual net profit of the head will continue to grow
Since the second half of the year, institutions have made predictions on the 2022 annual performance of listed pharmaceutical machine companies.
On the whole, institutions expect that the annual net profit of leading companies such as Chutian Technology and Tofflon will continue to grow
.
As of September 5, 2022, a total of 12 institutions have made predictions on Tofflon's 2022 annual performance within 6 months; it is predicted that the earnings per share in 2022 will be 1.
65 yuan, a year-on-year increase of 25%, and the net profit in 2022 is predicted to be 1.
054 billion yuan Yuan, a year-on-year increase of 27.
31%
.
Judging from the annual report net profit of the performance forecast, in addition to Zheshang Securities' estimated annual net profit of 998 million yuan, the other 11 institutions are all forecasting more than 1 billion yuan, and China Galaxy has given a high forecast of 1.
169 billion yuan
.
In the past 6 months, a total of 15 institutions "buy" Tofflon, and 6 "increase"
.
From an institutional point of view, Guosheng Securities, Guosheng Securities and other institutions have mentioned in their research reports the long-term growth space brought by internationalization to the company, while Minsheng Securities believes that Tofflon is expected to achieve continuous growth in orders in the field of bioengineering
.
In addition, China Galaxy released a research report saying that the short-term impact of the epidemic will not change the long-term development prospects of Tofflon.
The reasons include: the pharmaceutical equipment industry in which the company is located is not under policy pressure, it belongs to the field of high-end manufacturing industry upgrade encouragement, and downstream demand is affected by individual fields.
The impact of fluctuations is small; the company, as a leading enterprise, vigorously expands its production capacity, and its market share is expected to further increase; the industry driving factor has shifted from the policy cycle to the transformation and replacement needs of downstream pharmaceutical companies, gradually reflecting the growth potential, and the company's valuation center is expected to increase
.
In addition to Tofflon, within 6 months, more than 10 institutions have accumulated 11 predictions on Chutian Technology's annual performance in 2022; the forecasted earnings per share in 2022 is 1.
20 yuan, an increase of 18.
65% over last year, and the forecasted 2022 net profit is 6.
92 100 million yuan, a year-on-year increase of 22.
25%
.
Judging from the forecast value, Caitong Securities predicts that Chutian Technology's annual net profit is high, reaching 915 million, while Northeast Securities predicts that the net profit is only 656 million
.
From the perspective of institutions in the past 6 months, Minsheng Securities is firmly optimistic about the growth trend of Chutian Technology's performance under the growth of international business and domestic substitution, and believes that the growth of the company's bioengineering sector is expected to gradually accelerate.
Debon Securities also believes that Chutian's biological Engineering-related business is expected to become the company's second growth curve
.
In general, the agency predicts that leading companies such as Tofflon and Chutian Technology are expected to benefit from the international layout and the pull of bioengineering-related businesses to gain a broader market space
.
