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[ Market Analysis of Chemical Machinery Equipment Network ] The domestic medical equipment giant "Tofflon" announced on the evening of July 6 that it is expected to achieve a net profit of 310-344 million yuan in the first half of 2021, an increase of 80%-100% year-on-year
.
It is reported that the reasons for the substantial growth of the company's performance in the first half of the year are: the company's management capabilities and order delivery capabilities have improved, the international market layout has been further strengthened, and sales have continued to improve
.
At the same time, the company's bioengineering business and medical equipment business developed rapidly, new products were recognized by customers, and operating results increased year-on-year
.
Chemical Machinery Equipment Network Market Analysis Chemical Machinery Equipment.
It is reported that the reasons for the substantial growth of the company's performance in the first half of the year are: the company's management capabilities and order delivery capabilities have improved, the international market layout has been further strengthened, and sales have continued to improve
.
At the same time, the company's bioengineering business and medical equipment business developed rapidly, new products were recognized by customers, and operating results increased year-on-year
.
On the same day, Southwest Securities issued a research report saying that it gave Tofflon a buy rating and a target price of 47.
70 yuan
.
The reasons for the rating mainly include: first, China's pharmaceutical manufacturing industry has started a new round of fixed asset investment, and the downstream pharmaceutical machinery industry is expected to fully benefit; second, the biopharmaceutical industry has ushered in an outbreak, and the expansion of vaccine production capacity has brought increments
.
In addition, as an industry giant, Tofflon's internationalization is worth looking forward to
.
70 yuan
.
The reasons for the rating mainly include: first, China's pharmaceutical manufacturing industry has started a new round of fixed asset investment, and the downstream pharmaceutical machinery industry is expected to fully benefit; second, the biopharmaceutical industry has ushered in an outbreak, and the expansion of vaccine production capacity has brought increments
.
In addition, as an industry giant, Tofflon's internationalization is worth looking forward to
.
The international layout is bringing growth momentum to the domestic pharmaceutical machine industry
.
From the perspective of the general background, China's pharmaceutical equipment industry has developed rapidly in recent years.
From the extensive production mode in the past to the stable development of high precision and high quality today, the industry has been continuously transformed and upgraded
.
At the same time, more and more pharmaceutical machine companies have started their international strategic layout, and while meeting the needs of the domestic market, they have entered the international stage
.
.
From the perspective of the general background, China's pharmaceutical equipment industry has developed rapidly in recent years.
From the extensive production mode in the past to the stable development of high precision and high quality today, the industry has been continuously transformed and upgraded
.
At the same time, more and more pharmaceutical machine companies have started their international strategic layout, and while meeting the needs of the domestic market, they have entered the international stage
.
For example, Tofflon recently stated on the interactive platform that the company has been deploying "international" business since 2004.
By the end of 2020, the company's international operating income accounted for about 20%
.
Previously, Tofflon mentioned in an interview with PharmaNet that Tofflon has made new breakthroughs on the road of international development, and has successfully entered Western Europe, North America and other highly regulated markets, and some high-end production lines such as anti-tumor have also entered the European and American markets.
, especially in the European market grew significantly
.
Tofflon stated in its 2020 annual report that in 2021, the company will firmly focus on the development strategy of "systematization, internationalization and digitalization", and in the field of pharmaceutical equipment, it will develop innovative products with forward-looking and independent intellectual property rights
.
In the fields of cell preparation, food equipment, etc.
, we have enriched product categories to stabilize and expand market share
.
Strive to achieve operating income of 3.
5 billion yuan in 2021
.
By the end of 2020, the company's international operating income accounted for about 20%
.
Previously, Tofflon mentioned in an interview with PharmaNet that Tofflon has made new breakthroughs on the road of international development, and has successfully entered Western Europe, North America and other highly regulated markets, and some high-end production lines such as anti-tumor have also entered the European and American markets.
, especially in the European market grew significantly
.
Tofflon stated in its 2020 annual report that in 2021, the company will firmly focus on the development strategy of "systematization, internationalization and digitalization", and in the field of pharmaceutical equipment, it will develop innovative products with forward-looking and independent intellectual property rights
.
In the fields of cell preparation, food equipment, etc.
, we have enriched product categories to stabilize and expand market share
.
Strive to achieve operating income of 3.
5 billion yuan in 2021
.
For another example, through the acquisition of Germany's Romaco Group, Chutian Technology has achieved internationalized concept docking, talent docking and technology docking, and the process of internationalization has been further accelerated
.
In 2020, the company's overseas performance will achieve steady growth, and foreign revenue will increase by 6.
63% year-on-year
.
Among them, ROMACO company achieved a net profit of 73.
7226 million yuan for the year, exceeding the performance target with a completion rate of 133.
73%
.
In addition, ROMACO will further strengthen its position as a one-stop engineering supplier in the field of process technology by acquiring Spanish coating machine manufacturer STETecpharm, SL
.
The company stated that it will continue to promote the internationalization process of the company in the future, and plans to increase the share of overseas sales to 50% of the total revenue
.
.
In 2020, the company's overseas performance will achieve steady growth, and foreign revenue will increase by 6.
63% year-on-year
.
Among them, ROMACO company achieved a net profit of 73.
7226 million yuan for the year, exceeding the performance target with a completion rate of 133.
73%
.
In addition, ROMACO will further strengthen its position as a one-stop engineering supplier in the field of process technology by acquiring Spanish coating machine manufacturer STETecpharm, SL
.
The company stated that it will continue to promote the internationalization process of the company in the future, and plans to increase the share of overseas sales to 50% of the total revenue
.
According to data, the average growth rate of the annual export delivery value of China's pharmaceutical equipment
industry in the first three quarters of 2018 has reached 23.
08% .
It can be seen that the internationalization process of domestic pharmaceutical equipment is accelerating, and it also reflects the improvement of domestic pharmaceutical equipment in terms of quality, technology, service, etc.
, and has been affirmed by users in the international market
.
Pharmaceutical equipment industry in the first three quarters of 2018 has reached 23.
08% .
It can be seen that the internationalization process of domestic pharmaceutical equipment is accelerating, and it also reflects the improvement of domestic pharmaceutical equipment in terms of quality, technology, service, etc.
, and has been affirmed by users in the international market
.
From the perspective of the industry, domestic pharmaceutical machine enterprises actively deepen their international layout, which is conducive to the expansion of the export scale of domestic pharmaceutical machines
.
However, the technical level is the key to internationalization.
Pharmaceutical machine companies need to stand at the forefront of technological updates in order to better grasp the market trend
.
Compared with imported products, domestic pharmaceutical machines still have obvious gaps in quality and stability.
Therefore, pharmaceutical machine companies should maintain a clear head, increase investment in research and development, and overcome bottlenecks while enhancing their confidence in overseas development.
So that the domestic medicine machine shines in the international market
.
.
However, the technical level is the key to internationalization.
Pharmaceutical machine companies need to stand at the forefront of technological updates in order to better grasp the market trend
.
Compared with imported products, domestic pharmaceutical machines still have obvious gaps in quality and stability.
Therefore, pharmaceutical machine companies should maintain a clear head, increase investment in research and development, and overcome bottlenecks while enhancing their confidence in overseas development.
So that the domestic medicine machine shines in the international market
.
Original title: International layout brings growth momentum to the domestic pharmaceutical machine industry
