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726
。，724，126A2021
。
。，724，126A2021
。
，86，7，54，，81808.
47%，、、31800%
。200%-1000%17，100%-200%19，、、、15
。
47%，、、31800%
。200%-1000%17，100%-200%19，、、、15
。
，15，、、、、570%
。17，538.
33%，360.
02%，、、
。，、、、、7
。
。17，538.
33%，360.
02%，、、
。，、、、、7
。
Among the 126 pharmaceutical and biological companies that have announced their interim results, 32 companies belong to the chemical and pharmaceutical sector, ranking second in the six major sub-sectors
.
On the whole, the companies with expected performance increase occupy the leading position, reaching 20
.
Among them, the net profit of the two companies, Harbin Sanlian and Jinshi Yayao, have risen astonishingly
.
However, the reasons driving the growth of the performance of the two are completely different, and it is worthy of the industry to think together
.
.
On the whole, the companies with expected performance increase occupy the leading position, reaching 20
.
Among them, the net profit of the two companies, Harbin Sanlian and Jinshi Yayao, have risen astonishingly
.
However, the reasons driving the growth of the performance of the two are completely different, and it is worthy of the industry to think together
.
In order to broaden its own development path in the medical equipment and cosmetics sector, Harbin Sanlian increased its capital to Fuerjia Technology with 100% equity of its wholly-owned subsidiary Beixing Pharmaceutical in February this year, and obtained this domestic medical sodium hyaluronate facial dressing market development.
5% equity
.
This insightful foreign investment directly brought Harbin Sanlian's investment income of 566 million yuan, which is obviously the biggest factor causing the change in interim performance
.
In the case of weak growth in the existing business sectors, cross-border investment or mergers and acquisitions have become a common practice for companies to break through the bottleneck of performance growth
.
Sailong Pharmaceutical, which ranked sixth in net profit growth, also disclosed that the impact of interim non-recurring gains and losses on net profit was approximately 8.
8 million yuan, mainly due to the increase in investment income and gains from changes in fair value
.
5% equity
.
This insightful foreign investment directly brought Harbin Sanlian's investment income of 566 million yuan, which is obviously the biggest factor causing the change in interim performance
.
In the case of weak growth in the existing business sectors, cross-border investment or mergers and acquisitions have become a common practice for companies to break through the bottleneck of performance growth
.
Sailong Pharmaceutical, which ranked sixth in net profit growth, also disclosed that the impact of interim non-recurring gains and losses on net profit was approximately 8.
8 million yuan, mainly due to the increase in investment income and gains from changes in fair value
.
However, the substantial growth of Jinshiya Pharmaceutical's net profit relies on the performance contribution made by its leading products
.
Under the new crown epidemic, the public's proactive protective measures including wearing masks and frequent hand washing have led to a sharp drop in the frequency of colds.
The market demand for cold medicines has dropped sharply, and product sales have fallen sharply
.
However, since the beginning of this year, the cold medicine market has gradually recovered.
In addition, due to the limited purchase of cold medicine last year, concerns about the inconvenience of medicines have also caused the public to hoard a certain amount of cold medicines
.
At the same time, the obvious rebound in market demand has also led downstream distributors and chain pharmacies to increase their stocking volume, which has led to the sale of Jinshiya’s "Quick" brand adult cold medicine and "Xiaokuaike" brand children’s cold medicine.
Revenue has increased significantly over the same period last year
.
.
Under the new crown epidemic, the public's proactive protective measures including wearing masks and frequent hand washing have led to a sharp drop in the frequency of colds.
The market demand for cold medicines has dropped sharply, and product sales have fallen sharply
.
However, since the beginning of this year, the cold medicine market has gradually recovered.
In addition, due to the limited purchase of cold medicine last year, concerns about the inconvenience of medicines have also caused the public to hoard a certain amount of cold medicines
.
At the same time, the obvious rebound in market demand has also led downstream distributors and chain pharmacies to increase their stocking volume, which has led to the sale of Jinshiya’s "Quick" brand adult cold medicine and "Xiaokuaike" brand children’s cold medicine.
Revenue has increased significantly over the same period last year
.
With the effective control of the domestic epidemic, the production and sales of enterprises are as usual.
With the exception of Kingstone Asia, the sales of major products of Guangji Pharmaceutical, Kelun Pharmaceutical and other enterprises have also shown recovery growth, thus achieving performance on a lower base last year.
Significant year-on-year growth
.
However, while regaining market certainty, some pharmaceutical companies are also exploring more possibilities
.
For example, Zhendong Pharmaceutical, which is gradually sinking the third terminal, Jiuzhou Pharmaceutical, which continues to increase the layout of the CDMO business sector, and Huaren Pharmaceutical, which has improved its sales channels and opened up incremental markets
.
On the other side of the coin , five pharmaceutical companies, including Yifan Pharmaceutical and Tianyu, which have both lowered raw material drug prices and profits from overseas operations , and Yongan Pharmaceuticals, whose main product taurine profit has fallen, have experienced performance diving, with net profits falling by more than 50%.
%; Hainan Haiyao, whose investment income has fallen, and Guangshengtang, Frontier Biotech, and Zejing Pharmaceutical, which have continued to increase their R&D investment, have all predicted performance losses
.
With the exception of Kingstone Asia, the sales of major products of Guangji Pharmaceutical, Kelun Pharmaceutical and other enterprises have also shown recovery growth, thus achieving performance on a lower base last year.
Significant year-on-year growth
.
However, while regaining market certainty, some pharmaceutical companies are also exploring more possibilities
.
For example, Zhendong Pharmaceutical, which is gradually sinking the third terminal, Jiuzhou Pharmaceutical, which continues to increase the layout of the CDMO business sector, and Huaren Pharmaceutical, which has improved its sales channels and opened up incremental markets
.
On the other side of the coin , five pharmaceutical companies, including Yifan Pharmaceutical and Tianyu, which have both lowered raw material drug prices and profits from overseas operations , and Yongan Pharmaceuticals, whose main product taurine profit has fallen, have experienced performance diving, with net profits falling by more than 50%.
%; Hainan Haiyao, whose investment income has fallen, and Guangshengtang, Frontier Biotech, and Zejing Pharmaceutical, which have continued to increase their R&D investment, have all predicted performance losses
.
traditional Chinese medicine
Spin-off of pharmaceutical e-commerce, investment profit exceeds 700 million
Non-main business brings top two increase in net profit
A series of favorable policies have injected a cardiotonic into the Chinese medicine sector, ushering in a bright spot for development
.
Among the 20 Chinese medicine companies that have announced their interim results, 14 companies have predicted their performance.
Among them, 12 pharmaceutical companies, including Tai'an Tang, Tai Chi Group, and Qizheng Tibetan Medicine, have seen significant increases in their performance
.
And if you count the four pharmaceutical companies that have turned losses into profits, Jiaying Pharmaceutical, Dong'e Ejiao, Longshen Rongfa, and Longjin Pharmaceuticals, the Chinese medicine sector can be said to be fully blooming, and 90% of the companies have achieved year-on-year growth in performance, and brilliant performance is the leader.
The entire medical and biological sector
.
.
Among the 20 Chinese medicine companies that have announced their interim results, 14 companies have predicted their performance.
Among them, 12 pharmaceutical companies, including Tai'an Tang, Tai Chi Group, and Qizheng Tibetan Medicine, have seen significant increases in their performance
.
And if you count the four pharmaceutical companies that have turned losses into profits, Jiaying Pharmaceutical, Dong'e Ejiao, Longshen Rongfa, and Longjin Pharmaceuticals, the Chinese medicine sector can be said to be fully blooming, and 90% of the companies have achieved year-on-year growth in performance, and brilliant performance is the leader.
The entire medical and biological sector
.
Looking at the list of TOP10 net profit growth forecasts for the Chinese medicine sector's interim results, the first thing that comes into view is Tai'antang, which has a net profit of more than 500 million yuan and a year-on-year increase of nearly 20 times
.
However, the reason that caused such a huge change in Tai'antang's performance is very simple and clear: the transfer of 47.
35% of the shares held by the subsidiary Kang Aiduo
.
For this transaction, Tai'antang stated that in order to quickly obtain cash and ease the pressure on the operating funds of listed companies, through the sale of medical e-commerce business, it is expected to receive cash payment of 748 million yuan
.
At the time when the online prescription drug sales trend is approaching, it seems that it is not timely for Tai'antang to divest the pharmaceutical e-commerce sector.
It remains to be seen whether the withdrawal of funds can alleviate its liquidity pressure.
The leading Chinese patent medicine manufacturing business may cause it to face new performance Challenge
.
.
However, the reason that caused such a huge change in Tai'antang's performance is very simple and clear: the transfer of 47.
35% of the shares held by the subsidiary Kang Aiduo
.
For this transaction, Tai'antang stated that in order to quickly obtain cash and ease the pressure on the operating funds of listed companies, through the sale of medical e-commerce business, it is expected to receive cash payment of 748 million yuan
.
At the time when the online prescription drug sales trend is approaching, it seems that it is not timely for Tai'antang to divest the pharmaceutical e-commerce sector.
It remains to be seen whether the withdrawal of funds can alleviate its liquidity pressure.
The leading Chinese patent medicine manufacturing business may cause it to face new performance Challenge
.
Qizheng Tibetan Medicine, which has a net profit growth cap of more than 1 billion yuan, also stands out on this list
.
Similar to pharmaceutical companies such as Harbin Sanlian and Silong Pharmaceutical in the chemical medicine sector, the net profit contribution point of Qizheng Tibetan Medicine is also derived from external investment income
.
In June of this year, Qizheng Tibetan Medicine, a health brand commercialization platform indirectly held by the establishment of an M&A fund, officially landed on the Growth Enterprise Market
.
After accounting, this investment will increase the net profit of Qizheng Tibetan Medicine for the first half of 2021 by more than 700 million yuan in accordance with the agreement
.
However, high returns on investment are always accompanied by high risks.
The Chinese medicine leader Yunnan Baiyao, whose net profit fell by 40% in the first quarter of this year due to stock trading, is a lesson learned.
Qizheng Tibetan Medicine also reminded in the performance forecast that this investment will lead to it.
There are certain fluctuations in performance
.
.
Similar to pharmaceutical companies such as Harbin Sanlian and Silong Pharmaceutical in the chemical medicine sector, the net profit contribution point of Qizheng Tibetan Medicine is also derived from external investment income
.
In June of this year, Qizheng Tibetan Medicine, a health brand commercialization platform indirectly held by the establishment of an M&A fund, officially landed on the Growth Enterprise Market
.
After accounting, this investment will increase the net profit of Qizheng Tibetan Medicine for the first half of 2021 by more than 700 million yuan in accordance with the agreement
.
However, high returns on investment are always accompanied by high risks.
The Chinese medicine leader Yunnan Baiyao, whose net profit fell by 40% in the first quarter of this year due to stock trading, is a lesson learned.
Qizheng Tibetan Medicine also reminded in the performance forecast that this investment will lead to it.
There are certain fluctuations in performance
.
Comparing the reasons for the changes in the performance of the two pharmaceutical companies, Tai'antang and Qizheng Tibetan Medicine, it is obvious that the traditional Chinese medicine companies focusing on their main business and deep-growing industries are more pragmatic
.
Taiji Group, which ranked second in net profit growth, stated that its performance was mainly affected by its main business, because it focused on the development of its main business, implemented its main product strategy, increased the sales of large-scale and large-scale products, and promoted the sales growth of other products.
Sales revenue and gross profit have both achieved growth; Zuoli Pharmaceutical, which adheres to the marketing strategy of "stabilizing self-operation and strong investment promotion ", has strengthened market investment and the development and coverage of terminal medical institutions, and its core products Wuling series and Bailing tablets Sales revenue has shown a steady growth trend; while Donge Ejiao, which is expected to turn around, has achieved sound market growth through a firm digital transformation, enriched product matrix, and new growth logic
.
.
Taiji Group, which ranked second in net profit growth, stated that its performance was mainly affected by its main business, because it focused on the development of its main business, implemented its main product strategy, increased the sales of large-scale and large-scale products, and promoted the sales growth of other products.
Sales revenue and gross profit have both achieved growth; Zuoli Pharmaceutical, which adheres to the marketing strategy of "stabilizing self-operation and strong investment promotion ", has strengthened market investment and the development and coverage of terminal medical institutions, and its core products Wuling series and Bailing tablets Sales revenue has shown a steady growth trend; while Donge Ejiao, which is expected to turn around, has achieved sound market growth through a firm digital transformation, enriched product matrix, and new growth logic
.
Biological product
Overall performance is mixed
The pipeline is abundant, and I am worried about entering the medical insurance
When the low-end fruits on the scientific tree of small-molecule chemical drugs were all picked, the field of large-molecule biopharmaceuticals has become a new track that pharmaceutical companies have entered in recent years
.
Among the 18 biopharmaceutical companies that have announced their interim performance forecasts, almost half of the number of pharmaceutical companies whose performance is expected to increase and decrease
.
With the addition of Cansino, Weiming Pharmaceutical and Shuangcheng Pharmaceuticals, three pharmaceutical companies that are expected to turn around, they just make up the list of TOP10 net profit growth
.
.
Among the 18 biopharmaceutical companies that have announced their interim performance forecasts, almost half of the number of pharmaceutical companies whose performance is expected to increase and decrease
.
With the addition of Cansino, Weiming Pharmaceutical and Shuangcheng Pharmaceuticals, three pharmaceutical companies that are expected to turn around, they just make up the list of TOP10 net profit growth
.
Specifically, Palin Biotechnology ranks first with a 200% increase in net profit.
The main reason for the sharp increase in performance is due to its continuous promotion of business reforms, both endogenous and extended
.
While continuously optimizing the product sales structure and actively adjusting the product sales strategy, the extensional expansion effect of Palin Biotech has also begun to show: the strategic cooperation contribution with Xinjiang Deyuan Biotechnology has allowed its financial income to increase significantly year-on-year; the completion of Harbin Paisfico Biopharmaceutical The strategic reorganization of the company and becoming its wholly-owned subsidiary will also further contribute to the overall performance growth of Palin Biotech
.
The main reason for the sharp increase in performance is due to its continuous promotion of business reforms, both endogenous and extended
.
While continuously optimizing the product sales structure and actively adjusting the product sales strategy, the extensional expansion effect of Palin Biotech has also begun to show: the strategic cooperation contribution with Xinjiang Deyuan Biotechnology has allowed its financial income to increase significantly year-on-year; the completion of Harbin Paisfico Biopharmaceutical The strategic reorganization of the company and becoming its wholly-owned subsidiary will also further contribute to the overall performance growth of Palin Biotech
.
Anke Bio, which has continued to strengthen its marketing efforts and improved its sales channels, has also allowed its main product, recombinant human growth hormone, to achieve substantial year-on-year growth, thereby driving the growth of its consolidated net profit indicator
.
From the industry's perspective, with the recent approval of new indications for human growth hormone for injection, Anke Bio will continue to be the main profit point in the future
.
However, the news that the Guangdong-led Super Centralized Procurement Alliance intends to incorporate recombinant human growth hormone has once lowered the stock prices of related companies such as Changchun Hi-tech and Anke Biology.
Will this unresolved challenge bring a greater impact to Anke Biology? Performance impact remains to be observed
.
.
From the industry's perspective, with the recent approval of new indications for human growth hormone for injection, Anke Bio will continue to be the main profit point in the future
.
However, the news that the Guangdong-led Super Centralized Procurement Alliance intends to incorporate recombinant human growth hormone has once lowered the stock prices of related companies such as Changchun Hi-tech and Anke Biology.
Will this unresolved challenge bring a greater impact to Anke Biology? Performance impact remains to be observed
.
It should be noted that there are still 8 biopharmaceutical companies experiencing pre-decline or pre-loss
.
Among them, Sihuan Bio, whose net profit has dropped by as much as 538.
33%, is clearly the focus of attention in the industry
.
Sihuan Biologics attributed its own performance loss to the year-on-year decline in the performance of its holding subsidiary Beijing Sihuan Biopharmaceuticals, and the disposal of its wholly-owned subsidiary Guangxi Intercontinental Forestry Investment Equity, resulting in a year-on-year decline in income from timber forest business
.
It’s worth intriguing that Sihuan Biotech has made it clear that its development strategy is based on biomedicine manufacturing, and at the same time develops ecological agriculture and forestry industry as a new profit growth point, but in recent years, the biomedical sector has continued to slump.
In 2020, Beijing Sihuan Biopharmaceutical will only achieve The net profit was 3.
0113 million yuan, while the Guangxi Intercontinental Forestry Investment realized a net profit of 36.
96 million yuan, which was a difference of more than 10 times.
The business results of turning the cart before the horse are not known for how long Sihuan Biological can stay in the field of biomedicine
.
.
Among them, Sihuan Bio, whose net profit has dropped by as much as 538.
33%, is clearly the focus of attention in the industry
.
Sihuan Biologics attributed its own performance loss to the year-on-year decline in the performance of its holding subsidiary Beijing Sihuan Biopharmaceuticals, and the disposal of its wholly-owned subsidiary Guangxi Intercontinental Forestry Investment Equity, resulting in a year-on-year decline in income from timber forest business
.
It’s worth intriguing that Sihuan Biotech has made it clear that its development strategy is based on biomedicine manufacturing, and at the same time develops ecological agriculture and forestry industry as a new profit growth point, but in recent years, the biomedical sector has continued to slump.
In 2020, Beijing Sihuan Biopharmaceutical will only achieve The net profit was 3.
0113 million yuan, while the Guangxi Intercontinental Forestry Investment realized a net profit of 36.
96 million yuan, which was a difference of more than 10 times.
The business results of turning the cart before the horse are not known for how long Sihuan Biological can stay in the field of biomedicine
.
Based on the inherent high technical risk, long R&D cycle, and large capital investment in the field of biomedicine research and development, it has a rich pipeline of biopharmaceutical products.
However, Biotech, which only launched adalimumab, still gave a judgment on the pre-loss performance.
.
Sansheng Guojian, which gave the same performance forecast, believes that as the number of competing products included in the medical insurance coverage increases and the price of competing products has been reduced, the market competition for its key product Yisaipu has intensified.
After entering the medical insurance catalogue, there are risks such as uncertainty in performance
.
However, Biotech, which only launched adalimumab, still gave a judgment on the pre-loss performance.
.
Sansheng Guojian, which gave the same performance forecast, believes that as the number of competing products included in the medical insurance coverage increases and the price of competing products has been reduced, the market competition for its key product Yisaipu has intensified.
After entering the medical insurance catalogue, there are risks such as uncertainty in performance
.
medical instruments
The explosive growth of foreign trade orders
Procurement of consumables with volume shows its power
The medical device field is currently the main force in the disclosure of interim performance forecasts.
There are as many as 39 companies, and it is also the segment of companies with the highest net profit and net profit growth
.
On the whole, including Leadman and Toujing Life, two companies that are expected to turn around, a total of 28 companies including Thermoview Biotechnology, Haohaishengke, and Jiuqiang Biotechnology have achieved positive growth in their performance, accounting for more than 70% of the total.
; There are still 10 companies such as Sino Medical, Jiu'an Medical, and Baolight that have predicted a substantial decline in performance or pre-loss or reduce losses
.
There are as many as 39 companies, and it is also the segment of companies with the highest net profit and net profit growth
.
On the whole, including Leadman and Toujing Life, two companies that are expected to turn around, a total of 28 companies including Thermoview Biotechnology, Haohaishengke, and Jiuqiang Biotechnology have achieved positive growth in their performance, accounting for more than 70% of the total.
; There are still 10 companies such as Sino Medical, Jiu'an Medical, and Baolight that have predicted a substantial decline in performance or pre-loss or reduce losses
.
Among them, Hotview Biotechnology takes the highest profit growth rate as high as 81808.
47%
.
Affected by the continuous development of the new crown epidemic in Europe and the world in the first half of the year, the foreign trade orders for two new coronavirus antigen rapid detection reagent products under Hotview Bio have exploded, which prompted a substantial increase in its operating performance in the first half of the year, and finally generated a net profit increase.
A gratifying result of over 80,000%
.
Coincidentally, Oriental Bio, which has a net profit increase limit of more than 500% and a growth limit of 3.
53 billion yuan, also relies on its new coronavirus antigen rapid detection test paper (colloidal gold) to continue to invest in the global new crown epidemic prevention and control business
.
47%
.
Affected by the continuous development of the new crown epidemic in Europe and the world in the first half of the year, the foreign trade orders for two new coronavirus antigen rapid detection reagent products under Hotview Bio have exploded, which prompted a substantial increase in its operating performance in the first half of the year, and finally generated a net profit increase.
A gratifying result of over 80,000%
.
Coincidentally, Oriental Bio, which has a net profit increase limit of more than 500% and a growth limit of 3.
53 billion yuan, also relies on its new coronavirus antigen rapid detection test paper (colloidal gold) to continue to invest in the global new crown epidemic prevention and control business
.
In addition to the factors that contributed to the explosive growth of performance in the overseas fight against the epidemic, the recovery of domestic market demand and the initiative of companies to adjust business strategies are also the main reasons.
Haohaishengke, Aojing Medical, Leadman, Huitai Medical, etc.
By continuing to carry out various marketing and marketing activities, expand brand awareness and influence, so as to achieve a greater increase in product sales; and in terms of innovation in play, Dean Diagnostics firmly strengthens the unique competitive advantage of integrated medical diagnosis solutions and vigorously Promote the special inspection business based on the precision center and the general inspection business that uses cooperation and joint construction as value-added; Wanfu Biologics conforms to the industry trend driven by disease types and application scenarios, and organizes the domestic marketing department Reform, to promote the coordinated development of various business lines through personnel integration and channel reuse
.
Haohaishengke, Aojing Medical, Leadman, Huitai Medical, etc.
By continuing to carry out various marketing and marketing activities, expand brand awareness and influence, so as to achieve a greater increase in product sales; and in terms of innovation in play, Dean Diagnostics firmly strengthens the unique competitive advantage of integrated medical diagnosis solutions and vigorously Promote the special inspection business based on the precision center and the general inspection business that uses cooperation and joint construction as value-added; Wanfu Biologics conforms to the industry trend driven by disease types and application scenarios, and organizes the domestic marketing department Reform, to promote the coordinated development of various business lines through personnel integration and channel reuse
.
With the price and volume of protective products returning to normal at this stage, compared with the same period last year due to the surge in demand for anti-epidemic materials, which led to a larger sales revenue and profit base, companies such as Jiu'an Medical, Ogilvy Medical, and Yangpu Medical have all given performance A notice of a sharp drop
.
In addition, the high-volume procurement policy from the pharmaceutical field is subverting the competitive landscape in the field of high-value consumables
.
Due to the non-selection of national coronary stents, Sino Medical’s product sales dropped by 85.
61% compared with the same period last year, and revenue decreased by 124 million yuan, a year-on-year decrease of 90.
01%
.
In explaining the main reason for the decline in net profit, Sino Medical stated that due to the sharp decline in the sales of coronary stent products, the scale effect of its products has decreased, and the production cost of its products has not decreased in proportion to that
.
.
In addition, the high-volume procurement policy from the pharmaceutical field is subverting the competitive landscape in the field of high-value consumables
.
Due to the non-selection of national coronary stents, Sino Medical’s product sales dropped by 85.
61% compared with the same period last year, and revenue decreased by 124 million yuan, a year-on-year decrease of 90.
01%
.
In explaining the main reason for the decline in net profit, Sino Medical stated that due to the sharp decline in the sales of coronary stent products, the scale effect of its products has decreased, and the production cost of its products has not decreased in proportion to that
.
Conclusion <<<
Judging from the overall forecast performance in the first half of the year, after the new crown epidemic and major economic changes, the pharmaceutical and biological sector has shown full development resilience, and the performance of the major sub-sectors is still dominated by growth
.
.
Industrial policies such as volume purchases and medical insurance catalog adjustments have all been normalized, and encouraging innovation is obviously the main guideline
.
With the further improvement of regulatory policies and capital market systems, domestic innovative drugs will gradually return to rationality.
In the future, only pharmaceutical companies with truly innovative attributes will stand out.
Pseudo-innovation and backward pharmaceutical production capacity will gradually be marginalized or even fade out of the industry’s sight.
The established local innovation ecosystem opens the era of internationalization
.
.
With the further improvement of regulatory policies and capital market systems, domestic innovative drugs will gradually return to rationality.
In the future, only pharmaceutical companies with truly innovative attributes will stand out.
Pseudo-innovation and backward pharmaceutical production capacity will gradually be marginalized or even fade out of the industry’s sight.
The established local innovation ecosystem opens the era of internationalization
.
The medical network, July 26, reported that the mid-term report card of medical and biological enterprises is surfacing
.
According to the data disclosed by as of July 24, a total of 126 A-share pharmaceutical and biological companies have announced their 2021 interim results
.
.
According to the data disclosed by as of July 24, a total of 126 A-share pharmaceutical and biological companies have announced their 2021 interim results
.
Specifically, there are 86 companies with expected performance increase, accounting for nearly 70%.
Among them, 54 companies are expected to have a substantial increase in performance.
The highest net profit increase limit is Rejing Bio, which reaches 81808.
47%, while Tai'antang and Jinshi Yayao The upper limit of net profit growth of the three companies, Harbin Sanlian, has also exceeded 1800%
.
There are 17 companies with the upper limit of net profit increase in the range of 200%-1000%, and 19 companies in the range of 100%-200%.
Compared with the same period of the year, it is expected to turn losses into profits
.
Among them, 54 companies are expected to have a substantial increase in performance.
The highest net profit increase limit is Rejing Bio, which reaches 81808.
47%, while Tai'antang and Jinshi Yayao The upper limit of net profit growth of the three companies, Harbin Sanlian, has also exceeded 1800%
.
There are 17 companies with the upper limit of net profit increase in the range of 200%-1000%, and 19 companies in the range of 100%-200%.
Compared with the same period of the year, it is expected to turn losses into profits
.
It is worth noting that there are still 15 companies whose performance is expected to decline.
Among them, Haixiang Pharmaceutical, Yuheng Pharmaceutical, Baotelai, Yifan Pharmaceutical, and Jiu'an Medical have lower limits for net profit decline of more than 70%
.
There are also 17 companies with pre-losing performance.
Sihuan Biotech ranked first with a net profit decline of 538.
33%, and Sino Medical followed closely with a net profit decline of 360.
02%.
Nanhua Biotechnology, Hainan Haiyao, Guangshengtang and other companies It is also expected that there will be losses to varying degrees
.
In addition, 7 companies including Meinian Health, Innovative Medical, Asia-Pacific Pharmaceutical, Zixin Pharmaceutical, and Tianzhihang are expected to reduce losses
.
Among them, Haixiang Pharmaceutical, Yuheng Pharmaceutical, Baotelai, Yifan Pharmaceutical, and Jiu'an Medical have lower limits for net profit decline of more than 70%
.
There are also 17 companies with pre-losing performance.
Sihuan Biotech ranked first with a net profit decline of 538.
33%, and Sino Medical followed closely with a net profit decline of 360.
02%.
Nanhua Biotechnology, Hainan Haiyao, Guangshengtang and other companies It is also expected that there will be losses to varying degrees
.
In addition, 7 companies including Meinian Health, Innovative Medical, Asia-Pacific Pharmaceutical, Zixin Pharmaceutical, and Tianzhihang are expected to reduce losses
.
Chemical medicine
Resuming market growth boosts performance
Downturn in raw material drug prices hits overseas business hard
Among the 126 pharmaceutical and biological companies that have announced their interim results, 32 companies belong to the chemical and pharmaceutical sector, ranking second in the six major sub-sectors
.
On the whole, the companies with expected performance increase occupy the leading position, reaching 20
.
Among them, the net profit of the two companies, Harbin Sanlian and Jinshi Yayao, have risen astonishingly
.
However, the reasons driving the growth of the performance of the two are completely different, and it is worthy of the industry to think together
.
.
On the whole, the companies with expected performance increase occupy the leading position, reaching 20
.
Among them, the net profit of the two companies, Harbin Sanlian and Jinshi Yayao, have risen astonishingly
.
However, the reasons driving the growth of the performance of the two are completely different, and it is worthy of the industry to think together
.
In order to broaden its own development path in the medical equipment and cosmetics sector, Harbin Sanlian increased its capital to Fuerjia Technology with 100% equity of its wholly-owned subsidiary Beixing Pharmaceutical in February this year, and obtained this domestic medical sodium hyaluronate facial dressing market development.
5% equity
.
This insightful foreign investment directly brought Harbin Sanlian's investment income of 566 million yuan, which is obviously the biggest factor causing the change in interim performance
.
In the case of weak growth in the existing business sectors, cross-border investment or mergers and acquisitions have become a common practice for companies to break through the bottleneck of performance growth
.
Sailong Pharmaceutical, which ranked sixth in net profit growth, also disclosed that the impact of interim non-recurring gains and losses on net profit was approximately 8.
8 million yuan, mainly due to the increase in investment income and gains from changes in fair value
.
5% equity
.
This insightful foreign investment directly brought Harbin Sanlian's investment income of 566 million yuan, which is obviously the biggest factor causing the change in interim performance
.
In the case of weak growth in the existing business sectors, cross-border investment or mergers and acquisitions have become a common practice for companies to break through the bottleneck of performance growth
.
Sailong Pharmaceutical, which ranked sixth in net profit growth, also disclosed that the impact of interim non-recurring gains and losses on net profit was approximately 8.
8 million yuan, mainly due to the increase in investment income and gains from changes in fair value
.
However, the substantial growth of Jinshiya Pharmaceutical's net profit relies on the performance contribution made by its leading products
.
Under the new crown epidemic, the public's proactive protective measures including wearing masks and frequent hand washing have led to a sharp drop in the frequency of colds.
The market demand for cold medicines has dropped sharply, and product sales have fallen sharply
.
However, since the beginning of this year, the cold medicine market has gradually recovered.
In addition, due to the limited purchase of cold medicine last year, concerns about the inconvenience of medicines have also caused the public to hoard a certain amount of cold medicines
.
At the same time, the obvious rebound in market demand has also led downstream distributors and chain pharmacies to increase their stocking volume, which has led to the sale of Jinshiya’s "Quick" brand adult cold medicine and "Xiaokuaike" brand children’s cold medicine.
Revenue has increased significantly over the same period last year
.
.
Under the new crown epidemic, the public's proactive protective measures including wearing masks and frequent hand washing have led to a sharp drop in the frequency of colds.
The market demand for cold medicines has dropped sharply, and product sales have fallen sharply
.
However, since the beginning of this year, the cold medicine market has gradually recovered.
In addition, due to the limited purchase of cold medicine last year, concerns about the inconvenience of medicines have also caused the public to hoard a certain amount of cold medicines
.
At the same time, the obvious rebound in market demand has also led downstream distributors and chain pharmacies to increase their stocking volume, which has led to the sale of Jinshiya’s "Quick" brand adult cold medicine and "Xiaokuaike" brand children’s cold medicine.
Revenue has increased significantly over the same period last year
.
With the effective control of the domestic epidemic, the production and sales of enterprises are as usual.
With the exception of Kingstone Asia, the sales of major products of Guangji Pharmaceutical, Kelun Pharmaceutical and other enterprises have also shown recovery growth, thus achieving performance on a lower base last year.
Significant year-on-year growth
.
However, while regaining market certainty, some pharmaceutical companies are also exploring more possibilities
.
For example, Zhendong Pharmaceutical, which is gradually sinking the third terminal, Jiuzhou Pharmaceutical, which continues to increase the layout of the CDMO business sector, and Huaren Pharmaceutical, which has improved its sales channels and opened up incremental markets
.
On the other side of the coin , five pharmaceutical companies, including Yifan Pharmaceutical and Tianyu, which have both lowered raw material drug prices and profits from overseas operations , and Yongan Pharmaceuticals, whose main product taurine profit has fallen, have experienced performance diving, with net profits falling by more than 50%.
%; Hainan Haiyao, whose investment income has fallen, and Guangshengtang, Frontier Biotech, and Zejing Pharmaceutical, which have continued to increase their R&D investment, have all predicted performance losses
.
With the exception of Kingstone Asia, the sales of major products of Guangji Pharmaceutical, Kelun Pharmaceutical and other enterprises have also shown recovery growth, thus achieving performance on a lower base last year.
Significant year-on-year growth
.
However, while regaining market certainty, some pharmaceutical companies are also exploring more possibilities
.
For example, Zhendong Pharmaceutical, which is gradually sinking the third terminal, Jiuzhou Pharmaceutical, which continues to increase the layout of the CDMO business sector, and Huaren Pharmaceutical, which has improved its sales channels and opened up incremental markets
.
On the other side of the coin , five pharmaceutical companies, including Yifan Pharmaceutical and Tianyu, which have both lowered raw material drug prices and profits from overseas operations , and Yongan Pharmaceuticals, whose main product taurine profit has fallen, have experienced performance diving, with net profits falling by more than 50%.
%; Hainan Haiyao, whose investment income has fallen, and Guangshengtang, Frontier Biotech, and Zejing Pharmaceutical, which have continued to increase their R&D investment, have all predicted performance losses
.
traditional Chinese medicine
Spin-off of pharmaceutical e-commerce, investment profit exceeds 700 million
Non-main business brings top two increase in net profit
A series of favorable policies have injected a cardiotonic into the Chinese medicine sector, ushering in a bright spot for development
.
Among the 20 Chinese medicine companies that have announced their interim results, 14 companies have predicted their performance.
Among them, 12 pharmaceutical companies, including Tai'an Tang, Tai Chi Group, and Qizheng Tibetan Medicine, have seen significant increases in their performance
.
And if you count the four pharmaceutical companies that have turned losses into profits, Jiaying Pharmaceutical, Dong'e Ejiao, Longshen Rongfa, and Longjin Pharmaceuticals, the Chinese medicine sector can be said to be fully blooming, and 90% of the companies have achieved year-on-year growth in performance, and brilliant performance is the leader.
The entire medical and biological sector
.
.
Among the 20 Chinese medicine companies that have announced their interim results, 14 companies have predicted their performance.
Among them, 12 pharmaceutical companies, including Tai'an Tang, Tai Chi Group, and Qizheng Tibetan Medicine, have seen significant increases in their performance
.
And if you count the four pharmaceutical companies that have turned losses into profits, Jiaying Pharmaceutical, Dong'e Ejiao, Longshen Rongfa, and Longjin Pharmaceuticals, the Chinese medicine sector can be said to be fully blooming, and 90% of the companies have achieved year-on-year growth in performance, and brilliant performance is the leader.
The entire medical and biological sector
.
Looking at the list of TOP10 net profit growth forecasts for the Chinese medicine sector's interim results, the first thing that comes into view is Tai'antang, which has a net profit of more than 500 million yuan and a year-on-year increase of nearly 20 times
.
However, the reason that caused such a huge change in Tai'antang's performance is very simple and clear: the transfer of 47.
35% of the shares held by the subsidiary Kang Aiduo
.
For this transaction, Tai'antang stated that in order to quickly obtain cash and ease the pressure on the operating funds of listed companies, through the sale of medical e-commerce business, it is expected to receive cash payment of 748 million yuan
.
At the time when the online prescription drug sales trend is approaching, it seems that it is not timely for Tai'antang to divest the pharmaceutical e-commerce sector.
It remains to be seen whether the withdrawal of funds can alleviate its liquidity pressure.
The leading Chinese patent medicine manufacturing business may cause it to face new performance Challenge
.
.
However, the reason that caused such a huge change in Tai'antang's performance is very simple and clear: the transfer of 47.
35% of the shares held by the subsidiary Kang Aiduo
.
For this transaction, Tai'antang stated that in order to quickly obtain cash and ease the pressure on the operating funds of listed companies, through the sale of medical e-commerce business, it is expected to receive cash payment of 748 million yuan
.
At the time when the online prescription drug sales trend is approaching, it seems that it is not timely for Tai'antang to divest the pharmaceutical e-commerce sector.
It remains to be seen whether the withdrawal of funds can alleviate its liquidity pressure.
The leading Chinese patent medicine manufacturing business may cause it to face new performance Challenge
.
Qizheng Tibetan Medicine, which has a net profit growth cap of more than 1 billion yuan, also stands out on this list
.
Similar to pharmaceutical companies such as Harbin Sanlian and Silong Pharmaceutical in the chemical medicine sector, the net profit contribution point of Qizheng Tibetan Medicine is also derived from external investment income
.
In June of this year, Qizheng Tibetan Medicine, a health brand commercialization platform indirectly held by the establishment of an M&A fund, officially landed on the Growth Enterprise Market
.
After accounting, this investment will increase the net profit of Qizheng Tibetan Medicine for the first half of 2021 by more than 700 million yuan in accordance with the agreement
.
However, high returns on investment are always accompanied by high risks.
The Chinese medicine leader Yunnan Baiyao, whose net profit fell by 40% in the first quarter of this year due to stock trading, is a lesson learned.
Qizheng Tibetan Medicine also reminded in the performance forecast that this investment will lead to it.
There are certain fluctuations in performance
.
.
Similar to pharmaceutical companies such as Harbin Sanlian and Silong Pharmaceutical in the chemical medicine sector, the net profit contribution point of Qizheng Tibetan Medicine is also derived from external investment income
.
In June of this year, Qizheng Tibetan Medicine, a health brand commercialization platform indirectly held by the establishment of an M&A fund, officially landed on the Growth Enterprise Market
.
After accounting, this investment will increase the net profit of Qizheng Tibetan Medicine for the first half of 2021 by more than 700 million yuan in accordance with the agreement
.
However, high returns on investment are always accompanied by high risks.
The Chinese medicine leader Yunnan Baiyao, whose net profit fell by 40% in the first quarter of this year due to stock trading, is a lesson learned.
Qizheng Tibetan Medicine also reminded in the performance forecast that this investment will lead to it.
There are certain fluctuations in performance
.
Comparing the reasons for the changes in the performance of the two pharmaceutical companies, Tai'antang and Qizheng Tibetan Medicine, it is obvious that the traditional Chinese medicine companies focusing on their main business and deep-growing industries are more pragmatic
.
Taiji Group, which ranked second in net profit growth, stated that its performance was mainly affected by its main business, because it focused on the development of its main business, implemented its main product strategy, increased the sales of large-scale and large-scale products, and promoted the sales growth of other products.
Sales revenue and gross profit have both achieved growth; Zuoli Pharmaceutical, which adheres to the marketing strategy of "stabilizing self-operation and strong investment promotion ", has strengthened market investment and the development and coverage of terminal medical institutions, and its core products Wuling series and Bailing tablets Sales revenue has shown a steady growth trend; while Donge Ejiao, which is expected to turn around, has achieved sound market growth through a firm digital transformation, enriched product matrix, and new growth logic
.
.
Taiji Group, which ranked second in net profit growth, stated that its performance was mainly affected by its main business, because it focused on the development of its main business, implemented its main product strategy, increased the sales of large-scale and large-scale products, and promoted the sales growth of other products.
Sales revenue and gross profit have both achieved growth; Zuoli Pharmaceutical, which adheres to the marketing strategy of "stabilizing self-operation and strong investment promotion ", has strengthened market investment and the development and coverage of terminal medical institutions, and its core products Wuling series and Bailing tablets Sales revenue has shown a steady growth trend; while Donge Ejiao, which is expected to turn around, has achieved sound market growth through a firm digital transformation, enriched product matrix, and new growth logic
.
Biological product
Overall performance is mixed
The pipeline is abundant, and I am worried about entering the medical insurance
When the low-end fruits on the scientific tree of small-molecule chemical drugs were all picked, the field of large-molecule biopharmaceuticals has become a new track that pharmaceutical companies have entered in recent years
.
Among the 18 biopharmaceutical companies that have announced their interim performance forecasts, almost half of the number of pharmaceutical companies whose performance is expected to increase and decrease
.
With the addition of Cansino, Weiming Pharmaceutical and Shuangcheng Pharmaceuticals, three pharmaceutical companies that are expected to turn around, they just make up the list of TOP10 net profit growth
.
.
Among the 18 biopharmaceutical companies that have announced their interim performance forecasts, almost half of the number of pharmaceutical companies whose performance is expected to increase and decrease
.
With the addition of Cansino, Weiming Pharmaceutical and Shuangcheng Pharmaceuticals, three pharmaceutical companies that are expected to turn around, they just make up the list of TOP10 net profit growth
.
Specifically, Palin Biotechnology ranks first with a 200% increase in net profit.
The main reason for the sharp increase in performance is due to its continuous promotion of business reforms, both endogenous and extended
.
While continuously optimizing the product sales structure and actively adjusting the product sales strategy, the extensional expansion effect of Palin Biotech has also begun to show: the strategic cooperation contribution with Xinjiang Deyuan Biotechnology has allowed its financial income to increase significantly year-on-year; the completion of Harbin Paisfico Biopharmaceutical The strategic reorganization of the company and becoming its wholly-owned subsidiary will also further contribute to the overall performance growth of Palin Biotech
.
The main reason for the sharp increase in performance is due to its continuous promotion of business reforms, both endogenous and extended
.
While continuously optimizing the product sales structure and actively adjusting the product sales strategy, the extensional expansion effect of Palin Biotech has also begun to show: the strategic cooperation contribution with Xinjiang Deyuan Biotechnology has allowed its financial income to increase significantly year-on-year; the completion of Harbin Paisfico Biopharmaceutical The strategic reorganization of the company and becoming its wholly-owned subsidiary will also further contribute to the overall performance growth of Palin Biotech
.
Anke Bio, which has continued to strengthen its marketing efforts and improved its sales channels, has also allowed its main product, recombinant human growth hormone, to achieve substantial year-on-year growth, thereby driving the growth of its consolidated net profit indicator
.
From the industry's perspective, with the recent approval of new indications for human growth hormone for injection, Anke Bio will continue to be the main profit point in the future
.
However, the news that the Guangdong-led Super Centralized Procurement Alliance intends to incorporate recombinant human growth hormone has once lowered the stock prices of related companies such as Changchun Hi-tech and Anke Biology.
Will this unresolved challenge bring a greater impact to Anke Biology? Performance impact remains to be observed
.
.
From the industry's perspective, with the recent approval of new indications for human growth hormone for injection, Anke Bio will continue to be the main profit point in the future
.
However, the news that the Guangdong-led Super Centralized Procurement Alliance intends to incorporate recombinant human growth hormone has once lowered the stock prices of related companies such as Changchun Hi-tech and Anke Biology.
Will this unresolved challenge bring a greater impact to Anke Biology? Performance impact remains to be observed
.
It should be noted that there are still 8 biopharmaceutical companies experiencing pre-decline or pre-loss
.
Among them, Sihuan Bio, whose net profit has dropped by as much as 538.
33%, is clearly the focus of attention in the industry
.
Sihuan Biologics attributed its own performance loss to the year-on-year decline in the performance of its holding subsidiary Beijing Sihuan Biopharmaceuticals, and the disposal of its wholly-owned subsidiary Guangxi Intercontinental Forestry Investment Equity, resulting in a year-on-year decline in income from timber forest business
.
It’s worth intriguing that Sihuan Biotech has made it clear that its development strategy is based on biomedicine manufacturing, and at the same time develops ecological agriculture and forestry industry as a new profit growth point, but in recent years, the biomedical sector has continued to slump.
In 2020, Beijing Sihuan Biopharmaceutical will only achieve The net profit was 3.
0113 million yuan, while the Guangxi Intercontinental Forestry Investment realized a net profit of 36.
96 million yuan, which was a difference of more than 10 times.
The business results of turning the cart before the horse are not known for how long Sihuan Biological can stay in the field of biomedicine
.
.
Among them, Sihuan Bio, whose net profit has dropped by as much as 538.
33%, is clearly the focus of attention in the industry
.
Sihuan Biologics attributed its own performance loss to the year-on-year decline in the performance of its holding subsidiary Beijing Sihuan Biopharmaceuticals, and the disposal of its wholly-owned subsidiary Guangxi Intercontinental Forestry Investment Equity, resulting in a year-on-year decline in income from timber forest business
.
It’s worth intriguing that Sihuan Biotech has made it clear that its development strategy is based on biomedicine manufacturing, and at the same time develops ecological agriculture and forestry industry as a new profit growth point, but in recent years, the biomedical sector has continued to slump.
In 2020, Beijing Sihuan Biopharmaceutical will only achieve The net profit was 3.
0113 million yuan, while the Guangxi Intercontinental Forestry Investment realized a net profit of 36.
96 million yuan, which was a difference of more than 10 times.
The business results of turning the cart before the horse are not known for how long Sihuan Biological can stay in the field of biomedicine
.
Based on the inherent high technical risk, long R&D cycle, and large capital investment in the field of biomedicine research and development, it has a rich pipeline of biopharmaceutical products.
However, Biotech, which only launched adalimumab, still gave a judgment on the pre-loss performance.
.
Sansheng Guojian, which gave the same performance forecast, believes that as the number of competing products included in the medical insurance coverage increases and the price of competing products has been reduced, the market competition for its key product Yisaipu has intensified.
After entering the medical insurance catalogue, there are risks such as uncertainty in performance
.
However, Biotech, which only launched adalimumab, still gave a judgment on the pre-loss performance.
.
Sansheng Guojian, which gave the same performance forecast, believes that as the number of competing products included in the medical insurance coverage increases and the price of competing products has been reduced, the market competition for its key product Yisaipu has intensified.
After entering the medical insurance catalogue, there are risks such as uncertainty in performance
.
medical instruments
The explosive growth of foreign trade orders
Procurement of consumables with volume shows its power
The medical device field is currently the main force in the disclosure of interim performance forecasts.
There are as many as 39 companies, and it is also the segment of companies with the highest net profit and net profit growth
.
On the whole, including Leadman and Toujing Life, two companies that are expected to turn around, a total of 28 companies including Thermoview Biotechnology, Haohaishengke, and Jiuqiang Biotechnology have achieved positive growth in their performance, accounting for more than 70% of the total.
; There are still 10 companies such as Sino Medical, Jiu'an Medical, and Baolight that have predicted a substantial decline in performance or pre-loss or reduce losses
.
There are as many as 39 companies, and it is also the segment of companies with the highest net profit and net profit growth
.
On the whole, including Leadman and Toujing Life, two companies that are expected to turn around, a total of 28 companies including Thermoview Biotechnology, Haohaishengke, and Jiuqiang Biotechnology have achieved positive growth in their performance, accounting for more than 70% of the total.
; There are still 10 companies such as Sino Medical, Jiu'an Medical, and Baolight that have predicted a substantial decline in performance or pre-loss or reduce losses
.
Among them, Hotview Biotechnology takes the highest profit growth rate as high as 81808.
47%
.
Affected by the continuous development of the new crown epidemic in Europe and the world in the first half of the year, the foreign trade orders for two new coronavirus antigen rapid detection reagent products under Hotview Bio have exploded, which prompted a substantial increase in its operating performance in the first half of the year, and finally generated a net profit increase.
A gratifying result of over 80,000%
.
Coincidentally, Oriental Bio, which has a net profit increase limit of more than 500% and a growth limit of 3.
53 billion yuan, also relies on its new coronavirus antigen rapid detection test paper (colloidal gold) to continue to invest in the global new crown epidemic prevention and control business
.
47%
.
Affected by the continuous development of the new crown epidemic in Europe and the world in the first half of the year, the foreign trade orders for two new coronavirus antigen rapid detection reagent products under Hotview Bio have exploded, which prompted a substantial increase in its operating performance in the first half of the year, and finally generated a net profit increase.
A gratifying result of over 80,000%
.
Coincidentally, Oriental Bio, which has a net profit increase limit of more than 500% and a growth limit of 3.
53 billion yuan, also relies on its new coronavirus antigen rapid detection test paper (colloidal gold) to continue to invest in the global new crown epidemic prevention and control business
.
In addition to the factors that contributed to the explosive growth of performance in the overseas fight against the epidemic, the recovery of domestic market demand and the initiative of companies to adjust business strategies are also the main reasons.
Haohaishengke, Aojing Medical, Leadman, Huitai Medical, etc.
By continuing to carry out various marketing and marketing activities, expand brand awareness and influence, so as to achieve a greater increase in product sales; and in terms of innovation in play, Dean Diagnostics firmly strengthens the unique competitive advantage of integrated medical diagnosis solutions and vigorously Promote the special inspection business based on the precision center and the general inspection business that uses cooperation and joint construction as value-added; Wanfu Biologics conforms to the industry trend driven by disease types and application scenarios, and organizes the domestic marketing department Reform, to promote the coordinated development of various business lines through personnel integration and channel reuse
.
Haohaishengke, Aojing Medical, Leadman, Huitai Medical, etc.
By continuing to carry out various marketing and marketing activities, expand brand awareness and influence, so as to achieve a greater increase in product sales; and in terms of innovation in play, Dean Diagnostics firmly strengthens the unique competitive advantage of integrated medical diagnosis solutions and vigorously Promote the special inspection business based on the precision center and the general inspection business that uses cooperation and joint construction as value-added; Wanfu Biologics conforms to the industry trend driven by disease types and application scenarios, and organizes the domestic marketing department Reform, to promote the coordinated development of various business lines through personnel integration and channel reuse
.
With the price and volume of protective products returning to normal at this stage, compared with the same period last year due to the surge in demand for anti-epidemic materials, which led to a larger sales revenue and profit base, companies such as Jiu'an Medical, Ogilvy Medical, and Yangpu Medical have all given performance A notice of a sharp drop
.
In addition, the high-volume procurement policy from the pharmaceutical field is subverting the competitive landscape in the field of high-value consumables
.
Due to the non-selection of national coronary stents, Sino Medical’s product sales dropped by 85.
61% compared with the same period last year, and revenue decreased by 124 million yuan, a year-on-year decrease of 90.
01%
.
In explaining the main reason for the decline in net profit, Sino Medical stated that due to the sharp decline in the sales of coronary stent products, the scale effect of its products has decreased, and the production cost of its products has not decreased in proportion to that
.
.
In addition, the high-volume procurement policy from the pharmaceutical field is subverting the competitive landscape in the field of high-value consumables
.
Due to the non-selection of national coronary stents, Sino Medical’s product sales dropped by 85.
61% compared with the same period last year, and revenue decreased by 124 million yuan, a year-on-year decrease of 90.
01%
.
In explaining the main reason for the decline in net profit, Sino Medical stated that due to the sharp decline in the sales of coronary stent products, the scale effect of its products has decreased, and the production cost of its products has not decreased in proportion to that
.
Conclusion <<<
Judging from the overall forecast performance in the first half of the year, after the new crown epidemic and major economic changes, the pharmaceutical and biological sector has shown full development resilience, and the performance of the major sub-sectors is still dominated by growth
.
.
Industrial policies such as volume purchases and medical insurance catalog adjustments have all been normalized, and encouraging innovation is obviously the main guideline
.
With the further improvement of regulatory policies and capital market systems, domestic innovative drugs will gradually return to rationality.
In the future, only pharmaceutical companies with truly innovative attributes will stand out.
Pseudo-innovation and backward pharmaceutical production capacity will gradually be marginalized or even fade out of the industry’s sight.
The established local innovation ecosystem opens the era of internationalization
.
.
With the further improvement of regulatory policies and capital market systems, domestic innovative drugs will gradually return to rationality.
In the future, only pharmaceutical companies with truly innovative attributes will stand out.
Pseudo-innovation and backward pharmaceutical production capacity will gradually be marginalized or even fade out of the industry’s sight.
The established local innovation ecosystem opens the era of internationalization
.
The medical network, July 26, reported that the mid-term report card of medical and biological enterprises is surfacing
.
According to the data disclosed by as of July 24, a total of 126 A-share pharmaceutical and biological companies have announced their 2021 interim results
.
.
According to the data disclosed by as of July 24, a total of 126 A-share pharmaceutical and biological companies have announced their 2021 interim results
.
Specifically, there are 86 companies with expected performance increase, accounting for nearly 70%.
Among them, 54 companies are expected to have a substantial increase in performance.
The highest net profit increase limit is Rejing Bio, which reaches 81808.
47%, while Tai'antang and Jinshi Yayao The upper limit of net profit growth of the three companies, Harbin Sanlian, has also exceeded 1800%
.
There are 17 companies with the upper limit of net profit increase in the range of 200%-1000%, and 19 companies in the range of 100%-200%.
Compared with the same period of the year, it is expected to turn losses into profits
.
Among them, 54 companies are expected to have a substantial increase in performance.
The highest net profit increase limit is Rejing Bio, which reaches 81808.
47%, while Tai'antang and Jinshi Yayao The upper limit of net profit growth of the three companies, Harbin Sanlian, has also exceeded 1800%
.
There are 17 companies with the upper limit of net profit increase in the range of 200%-1000%, and 19 companies in the range of 100%-200%.
Compared with the same period of the year, it is expected to turn losses into profits
.
It is worth noting that there are still 15 companies whose performance is expected to decline.
Among them, Haixiang Pharmaceutical, Yuheng Pharmaceutical, Baotelai, Yifan Pharmaceutical, and Jiu'an Medical have lower limits for net profit decline of more than 70%
.
There are also 17 companies with pre-losing performance.
Sihuan Biotech ranked first with a net profit decline of 538.
33%, and Sino Medical followed closely with a net profit decline of 360.
02%.
Nanhua Biotechnology, Hainan Haiyao, Guangshengtang and other companies It is also expected that there will be losses to varying degrees
.
In addition, 7 companies including Meinian Health, Innovative Medical, Asia-Pacific Pharmaceutical, Zixin Pharmaceutical, and Tianzhihang are expected to reduce losses
.
Among them, Haixiang Pharmaceutical, Yuheng Pharmaceutical, Baotelai, Yifan Pharmaceutical, and Jiu'an Medical have lower limits for net profit decline of more than 70%
.
There are also 17 companies with pre-losing performance.
Sihuan Biotech ranked first with a net profit decline of 538.
33%, and Sino Medical followed closely with a net profit decline of 360.
02%.
Nanhua Biotechnology, Hainan Haiyao, Guangshengtang and other companies It is also expected that there will be losses to varying degrees
.
In addition, 7 companies including Meinian Health, Innovative Medical, Asia-Pacific Pharmaceutical, Zixin Pharmaceutical, and Tianzhihang are expected to reduce losses
.
Chemical medicine
Chemical medicine Resuming market growth boosts performance
Resuming market growth boosts performance Downturn in raw material drug prices hits overseas business hard
Downturn in raw material drug prices hits overseas business hard Among the 126 pharmaceutical and biological companies that have announced their interim results, 32 companies belong to the chemical and pharmaceutical sector, ranking second in the six major sub-sectors
.
On the whole, the companies with expected performance increase occupy the leading position, reaching 20
.
Among them, the net profit of the two companies, Harbin Sanlian and Jinshi Yayao, have risen astonishingly
.
However, the reasons driving the growth of the performance of the two are completely different, and it is worthy of the industry to think together
.
.
On the whole, the companies with expected performance increase occupy the leading position, reaching 20
.
Among them, the net profit of the two companies, Harbin Sanlian and Jinshi Yayao, have risen astonishingly
.
However, the reasons driving the growth of the performance of the two are completely different, and it is worthy of the industry to think together
.
In order to broaden its own development path in the medical equipment and cosmetics sector, Harbin Sanlian increased its capital to Fuerjia Technology with 100% equity of its wholly-owned subsidiary Beixing Pharmaceutical in February this year, and obtained this domestic medical sodium hyaluronate facial dressing market development.
5% equity
.
This insightful foreign investment directly brought Harbin Sanlian's investment income of 566 million yuan, which is obviously the biggest factor causing the change in interim performance
.
In the case of weak growth in the existing business sectors, cross-border investment or mergers and acquisitions have become a common practice for companies to break through the bottleneck of performance growth
.
Sailong Pharmaceutical, which ranked sixth in net profit growth, also disclosed that the impact of interim non-recurring gains and losses on net profit was approximately 8.
8 million yuan, mainly due to the increase in investment income and gains from changes in fair value
.
Cosmetics, cosmetics, cosmetics5% equity
.
This insightful foreign investment directly brought Harbin Sanlian's investment income of 566 million yuan, which is obviously the biggest factor causing the change in interim performance
.
In the case of weak growth in the existing business sectors, cross-border investment or mergers and acquisitions have become a common practice for companies to break through the bottleneck of performance growth
.
Sailong Pharmaceutical, which ranked sixth in net profit growth, also disclosed that the impact of interim non-recurring gains and losses on net profit was approximately 8.
8 million yuan, mainly due to the increase in investment income and gains from changes in fair value
.
However, the substantial growth of Jinshiya Pharmaceutical's net profit relies on the performance contribution made by its leading products
.
Under the new crown epidemic, the public's proactive protective measures including wearing masks and frequent hand washing have led to a sharp drop in the frequency of colds.
The market demand for cold medicines has dropped sharply, and product sales have fallen sharply
.
However, since the beginning of this year, the cold medicine market has gradually recovered.
In addition, due to the limited purchase of cold medicine last year, concerns about the inconvenience of medicines have also caused the public to hoard a certain amount of cold medicines
.
At the same time, the obvious rebound in market demand has also led downstream distributors and chain pharmacies to increase their stocking volume, which has led to the sale of Jinshiya’s "Quick" brand adult cold medicine and "Xiaokuaike" brand children’s cold medicine.
Revenue has increased significantly over the same period last year
.
Medicine, medicine, medicine.
Under the new crown epidemic, the public's proactive protective measures including wearing masks and frequent hand washing have led to a sharp drop in the frequency of colds.
The market demand for cold medicines has dropped sharply, and product sales have fallen sharply
.
However, since the beginning of this year, the cold medicine market has gradually recovered.
In addition, due to the limited purchase of cold medicine last year, concerns about the inconvenience of medicines have also caused the public to hoard a certain amount of cold medicines
.
At the same time, the obvious rebound in market demand has also led downstream distributors and chain pharmacies to increase their stocking volume, which has led to the sale of Jinshiya’s "Quick" brand adult cold medicine and "Xiaokuaike" brand children’s cold medicine.
Revenue has increased significantly over the same period last year
.
With the effective control of the domestic epidemic, the production and sales of enterprises are as usual.
With the exception of Kingstone Asia, the sales of major products of Guangji Pharmaceutical, Kelun Pharmaceutical and other enterprises have also shown recovery growth, thus achieving performance on a lower base last year.
Significant year-on-year growth
.
However, while regaining market certainty, some pharmaceutical companies are also exploring more possibilities
.
For example, Zhendong Pharmaceutical, which is gradually sinking the third terminal, Jiuzhou Pharmaceutical, which continues to increase the layout of the CDMO business sector, and Huaren Pharmaceutical, which has improved its sales channels and opened up incremental markets
.
On the other side of the coin , five pharmaceutical companies, including Yifan Pharmaceutical and Tianyu, which have both lowered raw material drug prices and profits from overseas operations , and Yongan Pharmaceuticals, whose main product taurine profit has fallen, have experienced performance diving, with net profits falling by more than 50%.
%; Hainan Haiyao, whose investment income has fallen, and Guangshengtang, Frontier Biotech, and Zejing Pharmaceutical, which have continued to increase their R&D investment, have all predicted performance losses
.
Medicine Medicine MedicineWith the exception of Kingstone Asia, the sales of major products of Guangji Pharmaceutical, Kelun Pharmaceutical and other enterprises have also shown recovery growth, thus achieving performance on a lower base last year.
Significant year-on-year growth
.
However, while regaining market certainty, some pharmaceutical companies are also exploring more possibilities
.
For example, Zhendong Pharmaceutical, which is gradually sinking the third terminal, Jiuzhou Pharmaceutical, which continues to increase the layout of the CDMO business sector, and Huaren Pharmaceutical, which has improved its sales channels and opened up incremental markets
.
On the other side of the coin , five pharmaceutical companies, including Yifan Pharmaceutical and Tianyu, which have both lowered raw material drug prices and profits from overseas operations , and Yongan Pharmaceuticals, whose main product taurine profit has fallen, have experienced performance diving, with net profits falling by more than 50%.
%; Hainan Haiyao, whose investment income has fallen, and Guangshengtang, Frontier Biotech, and Zejing Pharmaceutical, which have continued to increase their R&D investment, have all predicted performance losses
.
traditional Chinese medicine
traditional Chinese medicine Spin-off of pharmaceutical e-commerce, investment profit exceeds 700 million
Spin-off of pharmaceutical e-commerce, investment profit exceeds 700 million Non-main business brings top two increase in net profit
Non-main business brings top two increase in net profit A series of favorable policies have injected a cardiotonic into the Chinese medicine sector, ushering in a bright spot for development
.
Among the 20 Chinese medicine companies that have announced their interim results, 14 companies have predicted their performance.
Among them, 12 pharmaceutical companies, including Tai'an Tang, Tai Chi Group, and Qizheng Tibetan Medicine, have seen significant increases in their performance
.
And if you count the four pharmaceutical companies that have turned losses into profits, Jiaying Pharmaceutical, Dong'e Ejiao, Longshen Rongfa, and Longjin Pharmaceuticals, the Chinese medicine sector can be said to be fully blooming, and 90% of the companies have achieved year-on-year growth in performance, and brilliant performance is the leader.
The entire medical and biological sector
.
.
Among the 20 Chinese medicine companies that have announced their interim results, 14 companies have predicted their performance.
Among them, 12 pharmaceutical companies, including Tai'an Tang, Tai Chi Group, and Qizheng Tibetan Medicine, have seen significant increases in their performance
.
And if you count the four pharmaceutical companies that have turned losses into profits, Jiaying Pharmaceutical, Dong'e Ejiao, Longshen Rongfa, and Longjin Pharmaceuticals, the Chinese medicine sector can be said to be fully blooming, and 90% of the companies have achieved year-on-year growth in performance, and brilliant performance is the leader.
The entire medical and biological sector
.
Looking at the list of TOP10 net profit growth forecasts for the Chinese medicine sector's interim results, the first thing that comes into view is Tai'antang, which has a net profit of more than 500 million yuan and a year-on-year increase of nearly 20 times
.
However, the reason that caused such a huge change in Tai'antang's performance is very simple and clear: the transfer of 47.
35% of the shares held by the subsidiary Kang Aiduo
.
For this transaction, Tai'antang stated that in order to quickly obtain cash and ease the pressure on the operating funds of listed companies, through the sale of medical e-commerce business, it is expected to receive cash payment of 748 million yuan
.
At the time when the online prescription drug sales trend is approaching, it seems that it is not timely for Tai'antang to divest the pharmaceutical e-commerce sector.
It remains to be seen whether the withdrawal of funds can alleviate its liquidity pressure.
The leading Chinese patent medicine manufacturing business may cause it to face new performance Challenge
.
.
However, the reason that caused such a huge change in Tai'antang's performance is very simple and clear: the transfer of 47.
35% of the shares held by the subsidiary Kang Aiduo
.
For this transaction, Tai'antang stated that in order to quickly obtain cash and ease the pressure on the operating funds of listed companies, through the sale of medical e-commerce business, it is expected to receive cash payment of 748 million yuan
.
At the time when the online prescription drug sales trend is approaching, it seems that it is not timely for Tai'antang to divest the pharmaceutical e-commerce sector.
It remains to be seen whether the withdrawal of funds can alleviate its liquidity pressure.
The leading Chinese patent medicine manufacturing business may cause it to face new performance Challenge
.
Qizheng Tibetan Medicine, which has a net profit growth cap of more than 1 billion yuan, also stands out on this list
.
Similar to pharmaceutical companies such as Harbin Sanlian and Silong Pharmaceutical in the chemical medicine sector, the net profit contribution point of Qizheng Tibetan Medicine is also derived from external investment income
.
In June of this year, Qizheng Tibetan Medicine, a health brand commercialization platform indirectly held by the establishment of an M&A fund, officially landed on the Growth Enterprise Market
.
After accounting, this investment will increase the net profit of Qizheng Tibetan Medicine for the first half of 2021 by more than 700 million yuan in accordance with the agreement
.
However, high returns on investment are always accompanied by high risks.
The Chinese medicine leader Yunnan Baiyao, whose net profit fell by 40% in the first quarter of this year due to stock trading, is a lesson learned.
Qizheng Tibetan Medicine also reminded in the performance forecast that this investment will lead to it.
There are certain fluctuations in performance
.
Venture Venture Venture.
Similar to pharmaceutical companies such as Harbin Sanlian and Silong Pharmaceutical in the chemical medicine sector, the net profit contribution point of Qizheng Tibetan Medicine is also derived from external investment income
.
In June of this year, Qizheng Tibetan Medicine, a health brand commercialization platform indirectly held by the establishment of an M&A fund, officially landed on the Growth Enterprise Market
.
After accounting, this investment will increase the net profit of Qizheng Tibetan Medicine for the first half of 2021 by more than 700 million yuan in accordance with the agreement
.
However, high returns on investment are always accompanied by high risks.
The Chinese medicine leader Yunnan Baiyao, whose net profit fell by 40% in the first quarter of this year due to stock trading, is a lesson learned.
Qizheng Tibetan Medicine also reminded in the performance forecast that this investment will lead to it.
There are certain fluctuations in performance
.
Comparing the reasons for the changes in the performance of the two pharmaceutical companies, Tai'antang and Qizheng Tibetan Medicine, it is obvious that the traditional Chinese medicine companies focusing on their main business and deep-growing industries are more pragmatic
.
Taiji Group, which ranked second in net profit growth, stated that its performance was mainly affected by its main business, because it focused on the development of its main business, implemented its main product strategy, increased the sales of large-scale and large-scale products, and promoted the sales growth of other products.
Sales revenue and gross profit have both achieved growth; Zuoli Pharmaceutical, which adheres to the marketing strategy of "stabilizing self-operation and strong investment promotion ", has strengthened market investment and the development and coverage of terminal medical institutions, and its core products Wuling series and Bailing tablets Sales revenue has shown a steady growth trend; while Donge Ejiao, which is expected to turn around, has achieved sound market growth through a firm digital transformation, enriched product matrix, and new growth logic
.
Merchants Merchants Merchants.
Taiji Group, which ranked second in net profit growth, stated that its performance was mainly affected by its main business, because it focused on the development of its main business, implemented its main product strategy, increased the sales of large-scale and large-scale products, and promoted the sales growth of other products.
Sales revenue and gross profit have both achieved growth; Zuoli Pharmaceutical, which adheres to the marketing strategy of "stabilizing self-operation and strong investment promotion ", has strengthened market investment and the development and coverage of terminal medical institutions, and its core products Wuling series and Bailing tablets Sales revenue has shown a steady growth trend; while Donge Ejiao, which is expected to turn around, has achieved sound market growth through a firm digital transformation, enriched product matrix, and new growth logic
.
Biological product
Biological product Overall performance is mixed
Overall performance is mixed The pipeline is abundant, and I am worried about entering the medical insurance
The pipeline is abundant, and I am worried about entering the medical insurance When the low-end fruits on the scientific tree of small-molecule chemical drugs were all picked, the field of large-molecule biopharmaceuticals has become a new track that pharmaceutical companies have entered in recent years
.
Among the 18 biopharmaceutical companies that have announced their interim performance forecasts, almost half of the number of pharmaceutical companies whose performance is expected to increase and decrease
.
With the addition of Cansino, Weiming Pharmaceutical and Shuangcheng Pharmaceuticals, three pharmaceutical companies that are expected to turn around, they just make up the list of TOP10 net profit growth
.
.
Among the 18 biopharmaceutical companies that have announced their interim performance forecasts, almost half of the number of pharmaceutical companies whose performance is expected to increase and decrease
.
With the addition of Cansino, Weiming Pharmaceutical and Shuangcheng Pharmaceuticals, three pharmaceutical companies that are expected to turn around, they just make up the list of TOP10 net profit growth
.
Specifically, Palin Biotechnology ranks first with a 200% increase in net profit.
The main reason for the sharp increase in performance is due to its continuous promotion of business reforms, both endogenous and extended
.
While continuously optimizing the product sales structure and actively adjusting the product sales strategy, the extensional expansion effect of Palin Biotech has also begun to show: the strategic cooperation contribution with Xinjiang Deyuan Biotechnology has allowed its financial income to increase significantly year-on-year; the completion of Harbin Paisfico Biopharmaceutical The strategic reorganization of the company and becoming its wholly-owned subsidiary will also further contribute to the overall performance growth of Palin Biotech
.
The main reason for the sharp increase in performance is due to its continuous promotion of business reforms, both endogenous and extended
.
While continuously optimizing the product sales structure and actively adjusting the product sales strategy, the extensional expansion effect of Palin Biotech has also begun to show: the strategic cooperation contribution with Xinjiang Deyuan Biotechnology has allowed its financial income to increase significantly year-on-year; the completion of Harbin Paisfico Biopharmaceutical The strategic reorganization of the company and becoming its wholly-owned subsidiary will also further contribute to the overall performance growth of Palin Biotech
.
Anke Bio, which has continued to strengthen its marketing efforts and improved its sales channels, has also allowed its main product, recombinant human growth hormone, to achieve substantial year-on-year growth, thereby driving the growth of its consolidated net profit indicator
.
From the industry's perspective, with the recent approval of new indications for human growth hormone for injection, Anke Bio will continue to be the main profit point in the future
.
However, the news that the Guangdong-led Super Centralized Procurement Alliance intends to incorporate recombinant human growth hormone has once lowered the stock prices of related companies such as Changchun Hi-tech and Anke Biology.
Will this unresolved challenge bring a greater impact to Anke Biology? Performance impact remains to be observed
.
.
From the industry's perspective, with the recent approval of new indications for human growth hormone for injection, Anke Bio will continue to be the main profit point in the future
.
However, the news that the Guangdong-led Super Centralized Procurement Alliance intends to incorporate recombinant human growth hormone has once lowered the stock prices of related companies such as Changchun Hi-tech and Anke Biology.
Will this unresolved challenge bring a greater impact to Anke Biology? Performance impact remains to be observed
.
It should be noted that there are still 8 biopharmaceutical companies experiencing pre-decline or pre-loss
.
Among them, Sihuan Bio, whose net profit has dropped by as much as 538.
33%, is clearly the focus of attention in the industry
.
Sihuan Biologics attributed its own performance loss to the year-on-year decline in the performance of its holding subsidiary Beijing Sihuan Biopharmaceuticals, and the disposal of its wholly-owned subsidiary Guangxi Intercontinental Forestry Investment Equity, resulting in a year-on-year decline in income from timber forest business
.
It’s worth intriguing that Sihuan Biotech has made it clear that its development strategy is based on biomedicine manufacturing, and at the same time develops ecological agriculture and forestry industry as a new profit growth point, but in recent years, the biomedical sector has continued to slump.
In 2020, Beijing Sihuan Biopharmaceutical will only achieve The net profit was 3.
0113 million yuan, while the Guangxi Intercontinental Forestry Investment realized a net profit of 36.
96 million yuan, which was a difference of more than 10 times.
The business results of turning the cart before the horse are not known for how long Sihuan Biological can stay in the field of biomedicine
.
.
Among them, Sihuan Bio, whose net profit has dropped by as much as 538.
33%, is clearly the focus of attention in the industry
.
Sihuan Biologics attributed its own performance loss to the year-on-year decline in the performance of its holding subsidiary Beijing Sihuan Biopharmaceuticals, and the disposal of its wholly-owned subsidiary Guangxi Intercontinental Forestry Investment Equity, resulting in a year-on-year decline in income from timber forest business
.
It’s worth intriguing that Sihuan Biotech has made it clear that its development strategy is based on biomedicine manufacturing, and at the same time develops ecological agriculture and forestry industry as a new profit growth point, but in recent years, the biomedical sector has continued to slump.
In 2020, Beijing Sihuan Biopharmaceutical will only achieve The net profit was 3.
0113 million yuan, while the Guangxi Intercontinental Forestry Investment realized a net profit of 36.
96 million yuan, which was a difference of more than 10 times.
The business results of turning the cart before the horse are not known for how long Sihuan Biological can stay in the field of biomedicine
.
Based on the inherent high technical risk, long R&D cycle, and large capital investment in the field of biomedicine research and development, it has a rich pipeline of biopharmaceutical products.
However, Biotech, which only launched adalimumab, still gave a judgment on the pre-loss performance.
.
Sansheng Guojian, which gave the same performance forecast, believes that as the number of competing products included in the medical insurance coverage increases and the price of competing products has been reduced, the market competition for its key product Yisaipu has intensified.
After entering the medical insurance catalogue, there are risks such as uncertainty in performance
.
However, Biotech, which only launched adalimumab, still gave a judgment on the pre-loss performance.
.
Sansheng Guojian, which gave the same performance forecast, believes that as the number of competing products included in the medical insurance coverage increases and the price of competing products has been reduced, the market competition for its key product Yisaipu has intensified.
After entering the medical insurance catalogue, there are risks such as uncertainty in performance
.
medical instruments
medical instruments The explosive growth of foreign trade orders
The explosive growth of foreign trade orders Procurement of consumables with volume shows its power
Procurement of consumables with volume shows its power The medical device field is currently the main force in the disclosure of interim performance forecasts.
There are as many as 39 companies, and it is also the segment of companies with the highest net profit and net profit growth
.
On the whole, including Leadman and Toujing Life, two companies that are expected to turn around, a total of 28 companies including Thermoview Biotechnology, Haohaishengke, and Jiuqiang Biotechnology have achieved positive growth in their performance, accounting for more than 70% of the total.
; There are still 10 companies such as Sino Medical, Jiu'an Medical, and Baolight that have predicted a substantial decline in performance or pre-loss or reduce losses
.
There are as many as 39 companies, and it is also the segment of companies with the highest net profit and net profit growth
.
On the whole, including Leadman and Toujing Life, two companies that are expected to turn around, a total of 28 companies including Thermoview Biotechnology, Haohaishengke, and Jiuqiang Biotechnology have achieved positive growth in their performance, accounting for more than 70% of the total.
; There are still 10 companies such as Sino Medical, Jiu'an Medical, and Baolight that have predicted a substantial decline in performance or pre-loss or reduce losses
.
Among them, Hotview Biotechnology takes the highest profit growth rate as high as 81808.
47%
.
Affected by the continuous development of the new crown epidemic in Europe and the world in the first half of the year, the foreign trade orders for two new coronavirus antigen rapid detection reagent products under Hotview Bio have exploded, which prompted a substantial increase in its operating performance in the first half of the year, and finally generated a net profit increase.
A gratifying result of over 80,000%
.
Coincidentally, Oriental Bio, which has a net profit increase limit of more than 500% and a growth limit of 3.
53 billion yuan, also relies on its new coronavirus antigen rapid detection test paper (colloidal gold) to continue to invest in the global new crown epidemic prevention and control business
.
47%
.
Affected by the continuous development of the new crown epidemic in Europe and the world in the first half of the year, the foreign trade orders for two new coronavirus antigen rapid detection reagent products under Hotview Bio have exploded, which prompted a substantial increase in its operating performance in the first half of the year, and finally generated a net profit increase.
A gratifying result of over 80,000%
.
Coincidentally, Oriental Bio, which has a net profit increase limit of more than 500% and a growth limit of 3.
53 billion yuan, also relies on its new coronavirus antigen rapid detection test paper (colloidal gold) to continue to invest in the global new crown epidemic prevention and control business
.
In addition to the factors that contributed to the explosive growth of performance in the overseas fight against the epidemic, the recovery of domestic market demand and the initiative of companies to adjust business strategies are also the main reasons.
Haohaishengke, Aojing Medical, Leadman, Huitai Medical, etc.
By continuing to carry out various marketing and marketing activities, expand brand awareness and influence, so as to achieve a greater increase in product sales; and in terms of innovation in play, Dean Diagnostics firmly strengthens the unique competitive advantage of integrated medical diagnosis solutions and vigorously Promote the special inspection business based on the precision center and the general inspection business that uses cooperation and joint construction as value-added; Wanfu Biologics conforms to the industry trend driven by disease types and application scenarios, and organizes the domestic marketing department Reform, to promote the coordinated development of various business lines through personnel integration and channel reuse
.
Haohaishengke, Aojing Medical, Leadman, Huitai Medical, etc.
By continuing to carry out various marketing and marketing activities, expand brand awareness and influence, so as to achieve a greater increase in product sales; and in terms of innovation in play, Dean Diagnostics firmly strengthens the unique competitive advantage of integrated medical diagnosis solutions and vigorously Promote the special inspection business based on the precision center and the general inspection business that uses cooperation and joint construction as value-added; Wanfu Biologics conforms to the industry trend driven by disease types and application scenarios, and organizes the domestic marketing department Reform, to promote the coordinated development of various business lines through personnel integration and channel reuse
.
With the price and volume of protective products returning to normal at this stage, compared with the same period last year due to the surge in demand for anti-epidemic materials, which led to a larger sales revenue and profit base, companies such as Jiu'an Medical, Ogilvy Medical, and Yangpu Medical have all given performance A notice of a sharp drop
.
In addition, the high-volume procurement policy from the pharmaceutical field is subverting the competitive landscape in the field of high-value consumables
.
Due to the non-selection of national coronary stents, Sino Medical’s product sales dropped by 85.
61% compared with the same period last year, and revenue decreased by 124 million yuan, a year-on-year decrease of 90.
01%
.
In explaining the main reason for the decline in net profit, Sino Medical stated that due to the sharp decline in the sales of coronary stent products, the scale effect of its products has decreased, and the production cost of its products has not decreased in proportion to that
.
.
In addition, the high-volume procurement policy from the pharmaceutical field is subverting the competitive landscape in the field of high-value consumables
.
Due to the non-selection of national coronary stents, Sino Medical’s product sales dropped by 85.
61% compared with the same period last year, and revenue decreased by 124 million yuan, a year-on-year decrease of 90.
01%
.
In explaining the main reason for the decline in net profit, Sino Medical stated that due to the sharp decline in the sales of coronary stent products, the scale effect of its products has decreased, and the production cost of its products has not decreased in proportion to that
.
Conclusion <<<
Conclusion <<< Judging from the overall forecast performance in the first half of the year, after the new crown epidemic and major economic changes, the pharmaceutical and biological sector has shown full development resilience, and the performance of the major sub-sectors is still dominated by growth
.
.
Industrial policies such as volume purchases and medical insurance catalog adjustments have all been normalized, and encouraging innovation is obviously the main guideline
.
With the further improvement of regulatory policies and capital market systems, domestic innovative drugs will gradually return to rationality.
In the future, only pharmaceutical companies with truly innovative attributes will stand out.
Pseudo-innovation and backward pharmaceutical production capacity will gradually be marginalized or even fade out of the industry’s sight.
The established local innovation ecosystem opens the era of internationalization
.
.
With the further improvement of regulatory policies and capital market systems, domestic innovative drugs will gradually return to rationality.
In the future, only pharmaceutical companies with truly innovative attributes will stand out.
Pseudo-innovation and backward pharmaceutical production capacity will gradually be marginalized or even fade out of the industry’s sight.
The established local innovation ecosystem opens the era of internationalization
.
