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As of October 20, a total of 62 A-share pharmaceutical companies disclosed their performance in the first three quarters of 2022, and the performance of IVD companies in the hot market due to the export of new crown testing overseas began to diverge! Data show that from January to November 2021, China's exports of IVD reagents (including new crown detection kits) were US$11.
16 billion, a year-on-year increase of 179.
9%.
If the boom of IVD benefits from the new crown test, but the dividend of the industry is difficult to cover up the difference in the performance of the company, it may now have reached a fork in performance
.
On October 18, Shuoshi Biotech announced that it achieved operating income of 1.
028 billion yuan in the third quarter, a year-on-year decrease of 1.
32%; The net profit was 391 million yuan, a year-on-year decrease of 20.
90%.
On October 15, Jiuan Medical released a forecast for the first three quarters of 2022, with an expected net profit of 16 billion ~ 16.
3 billion yuan, a year-on-year increase of 31818.
29% ~ 32416.
76%, only 50.
13 million yuan
in the same period last year.
Net profit soared 300 times, and Jiuan Medical became a well-deserved "pre-increase king"! In the third quarter alone, the company's net profit attributable to shareholders of listed companies was 756 million yuan to 1.
056 billion yuan, turning losses into profits
year-on-year.
In fact, the surge in Jiuan Medical's performance began in the fourth quarter of 2021
.
Jiuan Medical's 2021 annual report shows that in 2021, the company achieved revenue of 2.
397 billion yuan, a year-on-year increase of 19.
36%; operating profit was 1.
003 billion yuan, a year-on-year increase of 320.
20%; The net profit attributable to the parent was 909 million yuan, a year-on-year increase of 274.
96%.
Among them, in the fourth quarter of 2021, Jiuan Medical's revenue was 1.
6 billion, accounting for 67%; The net profit was 859 million, accounting for 94%.
The single main revenue structure causes concern that iHealth series products are the largest source of income for
Jiuan Medical.
In the forecast for the first three quarters of 2022, Jiuan Medical said that mainly affected by the epidemic, the company's iHealth kit products are in the strong market demand in the United States, and the company actively takes various measures to achieve effective operation of production and supply chain, continues to do a good job in order fulfillment and market development, and ensures the timely delivery of customer orders, and its performance has increased
significantly compared with the same period last year.
In addition, the US dollar continued to rise, and the company's foreign exchange income increased
compared with the same period last year.
According to the 2022 semi-annual report of Jiuan Medical, during the reporting period, iHealth series products accounted for 99.
08%
of Jiuan Medical's operating income.
At present, the "iHealth" trademark has obtained registration certificates in many countries and regions such as the European Union, many Asian countries, Australia and the Americas, and is sold through mainstream channels in many countries and regions, with extensive business network coverage
.
The iHealth new crown antigen test kit was authorized by the US FDA EUA and began selling
in November 2021.
In the first half of this year, the sales revenue of iHealth kits increased significantly, so the operating income of iHealth series products (including kit products) increased by 7,480.
04% compared with the same period last year, and the gross profit margin reached 81.
66%, which made an important contribution
to the significant increase in performance in the reporting period 。 At the beginning of September this year, Jiuan Medical mentioned at the first half of the performance briefing that the company will continue to accelerate the implementation of the explosive product strategy and the new model of diabetes diagnosis and treatment "O+O" in China and the United States, on the one hand, make full use of the brand advantage formed by the best-selling iHealth forehead thermometer and kit in the United States in recent years, in terms of kits, the product still has continuous market demand, the company will focus on the North American market at the same time, choose countries with high access requirements to apply for registration
。 Under the influence of capital enthusiasm and social hot spots, more and more participants will come in to divide the antigen test kit market, the difficulty of industry competition will increase, and there will be uncertainties in the future development of the epidemic, market demand and business environment.
It has become a concern of the majority of
investors.
Holding a huge cash plan for investment and financial management According to the semi-annual report, as of June 30, 2022, Jiuan Medical held monetary funds of 14.
102 billion yuan
.
On April 29, 2022, Jiuan Medical also announced that it would use no more than 2.
7 billion yuan of funds for securities investment and derivatives trading, and use idle own funds exceeding RMB 9.
5 billion or equivalent in foreign currency to purchase investment products
issued by banks, securities firms and other financial institutions with high security, low risk and good liquidity 。 On July 25, 2022, Jiuan Medical used its own funds not exceeding RMB 1.
4 billion or equivalent in foreign currency for entrusted financial management; On September 6, Jiuan Medical once again announced that the amount of entrusted financial management using its own funds was adjusted from no more than 1.
4 billion yuan or equivalent foreign currency to no more than 5.
9 billion yuan or equivalent foreign currency
.
The investment and financial management plans of 2.
7 billion yuan, 9.
5 billion yuan and 5.
9 billion yuan are added up, that is to say, in the near future, Jiuan Medical has planned to use 18.
1 billion yuan for investment, but in this regard, Jiuan Medical said that "the above investment plan is the maximum amount of each proposed investment, and does not represent the actual investment amount"
.
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