Kangtai Biotechnology, a leading domestic vaccine company, released its 2022 performance forecast on the evening of January 10, and it is expected that the net profit attributable to shareholders of listed companies in 2022 will be a loss of 76 million yuan ~ 150 million yuan, down 106.
02% ~ 111.
87%
from the same period of the previous year.
According to the data, the products that Kangtai Biotech has achieved on the market include 13-valent pneumonia vaccine, acellular diphtheria, tetanus, type b influenzae Haemophilus type b combination vaccine (quadruple vaccine), 23-valent pneumonia vaccine, recombinant hepatitis B vaccine, Haemophilus influenzae type b conjugate vaccine, freeze-dried Haemophilus influenzae type b conjugate vaccine, adsorbed acellular diphtheria
, tetanus, and tetanus-pertussis combination vaccine.
As for the reason for the sharp decline in performance, the company said that it was mainly affected
by major changes in the vaccination environment at home and abroad.
During the reporting period, the sales revenue of Kangtai Biologics' conventional vaccines (excluding new crown vaccines) increased by 86% year-on-year, of which the sales revenue of the main products quadruple vaccine, hepatitis B vaccine and 13-valent pneumococcal polysaccharide conjugate vaccine increased significantly
.
According to the third quarter report of 2022, the company's conventional vaccine sales revenue was 2.
383 billion yuan, a year-on-year increase of 89.
75%.
Among them, the main products quadruple vaccine and hepatitis B vaccine increased by 56.
41% and 33.
58% respectively over the same period of the previous year, in addition, the company's new product 13-valent pneumococcal polysaccharide conjugate vaccine was gradually increased
.
Looking back on 2022, Kangtai Biotech is also accelerating its international layout, and during the year, the company signed 13-valent and 23-valent pneumonium vaccine cooperation agreements with Philippine partners; It also signed a cooperation agreement on 13-valent pneumonia vaccine with Indonesia to accelerate the pace
of vaccine "going to sea".
In the post-epidemic era, with the enhancement of residents' health awareness, vaccination and preventive immunization awareness will also increase, bringing market growth space
to the vaccine industry.
With the continuous upgrading of domestic vaccine technology and the continuous launch of blockbuster vaccine products, the scale and growth rate of the global vaccine market are expected to further increase
.
At present, the growth potential of the new vaccine industry is prominent, and under the development trend of multivalent multivalent seedlings replacing single seedlings, industry insiders believe that Kangtai Biotech has obvious competitive advantages
。 In 2023, the progress of the company's vaccine products continues to be reported: on January 5, the company announced that the self-developed human mumps and mumps vaccine has obtained clinical approval, in addition, the company's freeze-dried human rabies vaccine (human diploid cells) has applied for drug registration approval, and completed the registration site verification and GMP compliance inspection, the product is expected to be approved for marketing in 2023, becoming the second human diploid rabies vaccine approved for marketing in China, which will also bring new revenue and profit growth points
to the company.
Listed people believe that with the approval of Kangtai Biotech's new vaccine products, the continuous increase in the volume of 13-valent pneumonia vaccine, the steady growth of quadruple vaccine and hepatitis B vaccine, and the continuous promotion of internationalization strategy, it is expected that the company will usher in a greater market increment
.
However, in the secondary market, Kangtai Biotech's stock price began to fall from its high point in August 2020, and in 2019 and 2020, Kangtai Biotech rose more than 4 times in two years due to vaccine concept stocks; In 2021 and 2022, the stock pulled back, falling by nearly 71%.
A few days ago, the company's stock price rose sharply after the disclosure of the 2022 performance express, as of 11:05 on January 11, the stock rose by more than 6%, the quotation was 36.
63 yuan, the turnover was 1.
100 billion, and the turnover rate was 3.
56%.
At present, the total market value of the stock is 41.
62 billion yuan, down more than 75% from the previous high of 155.
15 yuan, and the total market value has evaporated more than 60 billion yuan
.
In fact, from the overall performance of the vaccine sector, in fact, not only Kangtai Biotechnology, but also vaccine concept stocks such as Zhifei Biotechnology, Changchun High-tech, and Hualan Biotechnology have fallen by more than 53% from the high, and the stock prices have all been cut
.
Whether the trend of the vaccine sector will change in the future is worth paying attention to!
={"common":{"bdSnsKey":{},"bdText":"","bdMini":"1","bdMiniList":false,"bdPic":"","bdStyle":"0","bdSize":"32"},"share":{},"image":{"viewList":[" weixin","sqq","qzone","tsina","tqq","tsohu","tieba","renren","youdao","fx","ty","fbook","twi","copy","print"],"viewText":"share:","viewSize":"24"},"selectShare":{" bdContainerClass":null,"bdSelectMiniList":["weixin","sqq","qzone","tsina","tqq","tsohu","tieba","renren","youdao","fx","ty","fbook","twi","copy","print"]}}; with(document)0[(getElementsByTagName('head')[0]|| body).
appendChild(createElement('script')).
src='http://bdimg.
share.
baidu.
com/static/api/js/share.
js?v=89860593.
js?cdnversion='+~(-new Date()/36e5)]; 
