Innovative pharmaceutical equipment continues to survive the fittest, and it is recommended to pay attention to these companies in the field of pharmaceutical equipment

[Pharmaceutical Network Market Analysis] As of April 23, 2022, 250 of the 446 companies in the A-share Shenwan Pharmaceutical Bio-Sector have disclosed their 2021 annual reports
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Analysts pointed out that the differentiation between the plates is obvious
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In the long run, the fields of CXO, scientific services, vaccines and innovative drugs may usher in sustained high growth on the basis of the continuous increase in the penetration rate of international industrial division of labor, and the continuous enhancement of customer base and R&D capabilities
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In the face of industry development, analysts suggest that investors must break the "core assets" and "plate concept" before they can view investment opportunities in the upstream and manufacturing links from the perspective of the industry chain.
Innovative pharmaceutical devices will continue to survive the fittest during the transition period.
In 2022, pharmaceuticals should Adhere to the investment strategy of "holding manufacturing and welcoming innovation"
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For upstream pharmaceutical equipment, reagents, consumables and other fields, analysts suggest to pay attention to Tofflon, Chutian Technology, Tailin Bio and other companies
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Tofflon Tofflon has gradually developed into an integrated supplier of pharmaceutical equipment, engineering and consumables, and can provide overall solutions from pharmaceutical processes, core equipment consumables to system engineering
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Products are widely used in injections, solid preparations, chemical raw materials, bioengineering, traditional Chinese medicine, medical and other fields
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There are more than 10,000 sets of key pharmaceutical equipment for sterile injections, and more than 600 sets of sterile drug manufacturing systems serving nearly 3,000 companies in more than 40 countries and regions around the world
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 　　According to Tofflon's annual report, in 2021, Tofflon's revenue will increase by 54.
83% year-on-year to 4.
192 billion yuan, a new high in three years.
Net profit increased by 92% year-on-year to 760 million yuan
.

Among them, Tofflon's "biological engineering stand-alone and system" project achieved a year-on-year increase of 305.
15% in revenue to 907 million yuan, accounting for a sharp increase in revenue from 8.
27% in 2020 to 21.
63%
.

 　　Tofflon said that the company currently has sufficient orders on hand and is actively deploying production capacity according to its own development needs
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 　　It is understood that since 2021, Tofflon has also accelerated the integration of packing, filtration and other links in the production of biological drugs (such as Suzhou Haiwei, Qianchun Bio, etc.
), and the company's production capacity construction pace has continued to accelerate
.

In February 2022, the company disclosed the fixed increase plan, and plans to raise 3.
2 billion yuan to invest in the "Biopharmaceutical Equipment Industry Trial Production Center" and "Jiangsu Biomedical Equipment Industrialization Base"
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In terms of R&D, Tofflon has added a number of R&D projects in 2021, and the R&D expenses will reach 285 million yuan, a year-on-year increase of 82.
22%.
On the basis of the continued high growth in revenue, the ratio of R&D expenses to revenue is still higher than last year.
The number of R&D personnel reached 677, a year-on-year increase of 70.
96%
.

 　　Chutian Technology Chutian Technology is a domestic pharmaceutical equipment manufacturer, with a rich product line covering eight major product modules such as bioengineering and sterile preparations and dozens of product types
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 　　According to the 2021 performance report released by Chutian Technology, in 2021, Chutian Technology achieved a year-on-year increase of 47.
08% in operating income to 5.
260 billion yuan; net profit attributable to the parent increased by 182.
45% year-on-year to 566 million yuan
.

It is reported that in 2021, Chutian Technology's new orders will exceed 9 billion yuan in the whole year, and the orders in hand will exceed 7 billion yuan at the end of the year
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This provides a strong guarantee for the performance growth of Chutian Technology in 2022 and subsequent years
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 　　Chutian Technology said that in 2022, the company will increase its efforts to maintain the domestic advantages of aseptic subpackage and post-test packaging products; focus on the development of biomedical equipment, especially biopharmaceutical front-end bioreactors and their single-use technology (SUT) products.
, consumables, packaging materials, auxiliary materials; establish an innovative drug equipment development team to develop intelligent new products
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Chutian Technology also disclosed its medium and long-term development plan in the annual report.
The company will take pharmaceutical equipment as the cornerstone and expand to its associated process consumables, packaging materials, auxiliary materials, and process engineering, supplemented by informatization, intelligent manufacturing and verification.
Equipment solutions will transition to technical solutions, and sales will be around 20 billion yuan around 2030
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 　　Tailin Biology Tailin Biology is an early domestic enterprise that develops and manufactures microbial detection instruments such as bacteria collectors and incubators and supporting consumables for modern microbial detection methods
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After long-term accumulation of industry experience and continuous R&D innovation, the company has now carried out a series of product line extensions and innovations based on the specific needs of pharmaceutical enterprise customers, and formed a series of supporting instruments and consumables for microbial detection and control technology systems
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 　　According to the company's 2021 performance report released recently, Tailin Bio's annual operating income in 2021 will increase by 41.
46% year-on-year, or about 283 million yuan; the net profit attributable to shareholders of listed companies will increase by 31.
3% year-on-year, or about 63.
53 million yuan
.

 　　In the process of development, Tailin Bio has also paid attention to its investment in technology research and development.
At present, it continues to invest more than 10% of its sales revenue in technology research and new product development every year
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After long-term accumulation of industry experience and continuous R&D innovation, Tailin Bio has also formed four product series, including microbial detection technology series, environmental control product series (isolation technology series), sterilization technology series, and organic matter analysis technology series.
Representative products such as bacteria instrument, incubator, sterile isolator, sterile transfer chamber, VHPS sterilizer, TOC analyzer and cell therapy industrialization equipment
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 　　Tailin Bio said that in the future, Tailin Bio will still adhere to the development of the main business of life and health, adhere to a healthy and stable development policy, and orderly expand businesses that are highly related to the main business, focusing on biotechnology, high-end pharmaceutical equipment, biosafety and High-end fields such as environmental control, precision medicine (cell and gene therapy), and precision analytical instruments will create an industrial ecosystem with Tailin characteristics
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 　　Innovative pharmaceutical equipment continues to survive the fittest, and it is recommended to pay attention to these companies in the field of pharmaceutical equipment