More than 900 companies were investigated, and 2 pharmaceutical machine companies received attention from more than 20 institutions

Since 2022, the enthusiasm for institutional research has remained high
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Relevant data statistics show that as of February 28, 2022, the agency has investigated a total of 906 companies
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Judging from the number of institutional researchers, Mindray Medical and other two stocks have more than 1,000 research institutions, 121 stocks have received intensive research from more than 100 institutions, and another 150 stocks have received intensive research from more than 50 institutions
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From the perspective of industries that have received high attention from institutions, they are mainly concentrated in pharmaceutical biology, electronics, computers, light industry manufacturing, machinery and equipment and other industries
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Pharmaceutical equipment (Photo source: Pharmaceutical Network) In the pharmaceutical equipment industry, there have also been a number of pharmaceutical equipment companies that have received institutional attention this year, such as Chutian Technology and Tailin Biotechnology
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Among them, Tailin Bio has received a total of 27 research institutions since January 1, 2022, and Chutian Technology has also received 26 research institutions
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On February 17, a total of 18 institutions including Orient Securities Asset Management, Haitong Securities, and Gao Yi Asset participated in the investigation in the two investor relations activity record sheets disclosed by Tailin Bio
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In the survey questions, the agency mainly focused on the market competitiveness of the company's new business isolator series products, current application scenarios, customer types, and industry competition patterns
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In this regard, Tailin Bio said that the company has the advantages of technology research and development and product innovation in isolation technology, and the maturity of various product series of isolators is high.
Systemization, modular design, verification, etc.
have comprehensive advantages
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At present, the application of Tailin biological aseptic isolator has rapidly developed from sterility testing to aseptic production and production of highly allergenic drugs, and has gradually expanded in hospitals, medical research institutions and other fields
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It can also be used as a platform for in vitro expansion or special culture in the process of cell therapy, and can be widely used in cell therapy of various diseases
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The company's isolation series customers cover pharmaceutical companies, supervision, inspection and quarantine institutions, medical and health institutions, scientific research units and other fields
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Competitors of the company's sterile isolators are mainly foreign companies
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Since mid-February, Chutian Technology has released information on research activities for many times.
The company received research from 2 and 5 institutions on February 22 and February 23, respectively
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From the point of view of the institutional concerns, it mainly focuses on the company's future business increment, the progress of Chutian Siyoute one-off products, and the integration measures of Chutian and ROMACO
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Among them, in view of the company's future business growth, Chutian Technology said that three years ago, the company has been deploying import substitution in the high-end market of vaccine products, and product performance and quality have been able to meet the needs of high-end customers
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Taking advantage of this opportunity to provide vaccine pharmaceutical equipment, the company has entered the supply chain system of the high-end pharmaceutical market and can compete with imported equipment on the same stage
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In the future, the company will focus on increments and stock in the other, and is optimistic about the growth of market demand brought about by the relevant stock market of import substitution
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Regarding the progress of Chutian Siyoute disposable products, Chutian Technology stated that the factory with a production capacity of 200 million in Shanghai Lingang is still under construction, and is currently building a production capacity of 200 million in Ningxiang, and will continue to plan and expand production capacity in the second half of the year
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The bag-making process based on imported film materials has been verified and can be promoted and sold to the market
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In addition, the film material independently developed by the company has passed the internal test, but the verification of the bag making process is still in progress.
It is expected that the verification and large-scale promotion will be completed in the second half of this year
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According to the industry, the fact that institutions get together to investigate certain types of listed companies is generally related to factors such as performance announcements and industry prosperity
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From the perspective of the prosperity of the pharmaceutical equipment industry, with the rapid development of biopharmaceutical and other industries, the demand for high-end pharmaceutical equipment industry will continue to expand.
The international layout is also accelerating, and the entire industry is still expected to maintain a high degree of prosperity this year
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Up to now, pharmaceutical machine companies have successively released 2021 performance forecasts, and most of them are positive
.
Among them, Canaan Technology has recently disclosed a performance report.
The company will achieve a net profit of 76.
1539 million yuan in 2021, an increase of 12.
15% over the same period of the previous year.

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As for the reasons for the changes in performance, the company said that during the reporting period, the downstream pharmaceutical industry demand was relatively strong, resulting in a steady increase in project orders
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Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.