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Pharmaceutical Network Industry Dynamics: Since the Spring Festival 2020, the pharmaceutical industry has attracted much attention from the industrySome pharmaceutical enterprises related products, including disinfection water, e-temperature guns, testing kits, even flower saffron products in the first quarter of the benefit of the outbreak demand surge, performance is expected to exceed expectationsFrom the current public situation, including Fish Leap Medical, Wanfu Bio, Cape Bio, Wandong Medical, Yiling Pharmaceuticals and other pharmaceutical companies in the first quarter performance are good
Fish Leap Medical's 2019 results report showed that the company achieved total operating income of 4.639 billion yuan, an increase of 10.88 percent from a year earlier, and a net profit attributable to shareholders of listed companies of 747 million yuan, an increase of 2.79 percent over the same period last yearIn the first quarter of 2020, fish leap medical oxygen machine, ventilator, ethno-gun, atomizer and many other products for the outbreak is urgently needed products, the industry is expected to affect the outbreak-related products accounted for the company's 2019 revenue ratio of nearly 50%, the company's 2020Q1 performance will be greatly improvedIn addition, in the long run, the company's ventilators in the anti-epidemic applications, help to accelerate product penetration into the hospital, home disinfection protection awareness, oxygen supply concept, will drive disinfection, oxygen machine, ventilator stoic products sales, the state to strengthen the public health system and primary medical construction, will further drive the demand for ventilators, oxygen concentrators, atomizers and other equipment
Wanfu Bio in the first quarter of this year's focus on ensuring the production and delivery of epidemic-related products, such as the new coronaantis testing kit, A-B flow testing kit, inflammatory factors, POCT blood gas, blood clotting, automatic immunofluorescent detector, etc, in addition, the company's new coronavirus testing reagents to obtain CE certification actively prepare for exports, a number of varieties of active anti-epidemic is expected to enhance the 1qIt is reported that the maturity of new business and release will be a focus of the company in 2020, in which the chemical luminescence platform is the key promotion of the technology platform this year; In general, the company, as a POCT leader, has short-term business opportunities in the outbreak, but also has long-term industry benefits
According to the 2019 annual results, the company achieved total operating income of 736 million yuan in 2019, up 26.76 percent year-on-year, and net income of 149 million yuan, up 30.24 percent year-on-year, with basic earnings per share of 0.70 yuanDuring the outbreak, Kepu Bio's testing kit made significant progress, and major breakthroughs were made in the field of STD nucleic acid testing, and the company's performance is expected to continue to grow at a high rateMarch 4 news, the company's new coronavirus 2019-nCoV nucleic acid testing kit (fluorescent PCR method) by the European Union CE certification, which is also the company's research and development strength and product quality recognition
Wandong Medical's mobile DR, DR, 16 rows of CT and other products in the outbreak, the industry expects that the company's mobile DR momentum in 2020 is expected to contribute a large increase, the company is expected to mobile DR20Q1 sales will reach 300 units, the full year conservative estimate is expected to achieve about 600 units of sales, contribute about 200 million yuan in revenue increment;
In addition, Eling Pharmaceuticals expects that the release of the "New Coronary Virus Infection Pneumonia Treatment Program (Trial Fifth Edition)" will have a positive impact on the marketing and sales of Lianhua Qing plague productsListed companies expect first-quarter net profit to rise 50% from a year earlierIn addition, the industry through analysis estimates, to Ling Pharmaceuticals adjust production decisions will increase the company's 2020 full-year revenue of 1.4-19 billion yuan, that is, more than the previous forecast of 2020 full-year earnings growth rate more than double.