Only Hengrui Pharmaceuticals and Kangmei Pharmaceuticals have a market capitalization of 100 billion yuan

According to statistics, last November in the A-share market, Hengrui Pharmaceuticals, Kangmei Pharmaceuticals, Yunnan White Pharmaceuticals, Shanghai Lais, Huada Gene, Fosun Pharma 6 pharmaceutical stock market value of more than 100 billion scale. However, today, the market value of hundreds of billions of pharmaceutical stocks only Hengrui Pharmaceuticals and Kangmei Pharmaceuticals, in top10, the drug Mingkangde, tablets , Zhifei biological growth is amazing.
Statistics show that in november last year in the A-share market, Hengrui Pharmaceuticals, Kangmei Pharmaceuticals, Yunnan White Pharmaceuticals, Shanghai Lais, Huada Gene, Fosun Pharma 6 pharmaceutical stock market value of more than 100 billion scale. In the first half of this year, pharmaceutical stocks were strong, but in the second half of the year, it was a storm. Long-term biological vaccine fraud, Huahai Pharmaceuticals' raw materials in the detection of extremely small amounts of carcinogens, the United States health "fake medical door" and so on, this series of "black swan" events make the recent pharmaceutical stocks a bleak.
as of the close of trading on August 23rd, the only pharmaceutical stocks with a market capitalisation of 100 billion were Hengrui Pharmaceuticals and Kangmei Pharmaceuticals, but so far this year, the rise in Pharmaceuticals Mingkangde, Chipoand Zhifei Bio has been staggering.Hengrui Pharmaceuticals: The first pharmaceutical stock with a market capitalization of more than 200 billion yuan
On November 3, 2017, Hengrui Pharmaceuticals' share price soared to become the first pharmaceutical stock with a market capitalization of more than 200 billion yuan; Hengrui Pharmaceutical's main business involves drug research and development, production and sales, the main products cover anti-tumor drugs, surgical anesthesia drugs, special infusions, shadow agents, cardiovascular drugs and many other fields. In the first half of this year, Hengrui Pharmaceuticals' revenue was RMB7,761 million, up 22.32% YoY, while net profit was RMB1,910 million, up 21.38% YoY. It is worth mentioning that in the first half of the year, the company invested a total of 995 million yuan in research and development, an increase of 27.26 percent year-on-year, accounting for 12.82 percent of revenue.
For the steady growth of performance, Hengrui Pharmaceuticals said, on the one hand, the gradual harvest of innovative results has played a driving role in the company's performance growth, on the other hand, the production of pharmaceutical exports income, the company represented by cyclophosphamide export preparation products, sales in foreign standardized markets steadily increased, promoting the company's operating income and profit growth. In addition, with the restructuring of the company's products, over the years a unique situation of anti-tumor drugs is being gradually changed, with surgical anesthesia, ivar and characteristic infusions as the representative of the company's non-anti-tumor drug products in their respective therapeutic areas gradually expand the market, continue to maintain a stable growth trend.
future, Hengrui Pharmaceuticals will continue to promote research and development innovation and the internationalization of preparation products, while also focusing on the optimization of product structure to ensure sustainable growth of the company's performance.: This year's most profitable new pharmaceutical
as a pharmaceutical CRO unicorn, drug Mingkangde has been a lot of attention. From the new three boards, Hong Kong stocks to A-shares, and gradually realized the "one demolition three" listing. In April 2015, its subsidiary, Hequan Pharmaceuticals, landed on the new three boards, in June 2017, Pharmaceuticals and Biology landed on the Stock Exchange of Hong Kong, and in May 2018, Pharmaceutical Mingkang landed on the A-shares, and in 16 consecutive one-word boards, one of which made a profit of more than 100,000 yuan, which overshadowed the new shares listed this year. As of the close of trading on August 23rd, it had a market capitalisation of more than 90 billion yuan.
Pharmaceuticals Mingkangde's main business is divided into two major sectors, contract research and development services (CRO) and contract production/contract production research and development business (CMO/CDMO). According to the prospectus, in 2017, its CRO business revenue was 5.612 billion yuan, accounting for 72.69 percent of the company's total revenue, and CMO/CDMO's operating income was 2.109 billion yuan, accounting for 27.31 percent of the company's total revenue. According to the customer's location, the main business income is divided into the United States, China, Europe, Asia (except China) and other regions, of which the United States accounted for 57.48 percent, China for 19.78 percent, Europe for 18.39 percent.
the first half of this year, Drug Mingkang's revenue was RMB4,403 million, up 20.88 percent year-on-year, and net profit was RMB1,272 million, up 71.31 percent year-on-year. Pharmaceutical Mingkang said that the growth in performance, on the one hand, thanks to the continued increase in the number of existing customers and the continuous expansion of new customers, more than 800 new customers in various sectors of the business, on the other hand, because most of the company's business revenue from overseas and denominated in U.S. dollars, the first half of the yuan average exchange rate appreciation compared to the same period last year to the company's business operations, such as the average exchange rate of the same period last year, the main business revenue increased 27.87 percent from last year.Zhifei Bio: Private Bio-Vaccine Leading Enterprise
Zhifei Bio is a leading private bio-vaccine supplier and service provider, the main business includes vaccine research and development, production, sales, distribution, import and export business. In the first half of the year, Zhifei Bio's revenue was RMB2,072 million, up 365.42% YoY, while net profit was RMB682 million, up 297.22% YoY. In 2017, full-year revenue was RMB1,343 million and net profit was RMB432 million, meaning that the first half of the year alone far exceeded that of the whole of last year.
understood that in 2018 Zhifei biological continue to pay close attention to vaccine products production, sales, product import and export and promotion work. AC-Hib vaccine sales have maintained a good growth trend, agent product four-price HPV vaccine has continued to increase steadily in Chinese mainland 29 provincial units, and five-priced rotvirus vaccine released on April 19, 2018 Since obtaining the import drug registration certificate, it has won the bid in 2 provincial units, and since the signing of the supplementary agreement on May 1, 2018, the nine-price HPV vaccine has won the bid in 5 provincial units.
the impact of adverse events in the industry, zhifei creatures seem to have been "proactive". Zhifei Bio said that once there are adverse events, will trigger industry public opinion and public confidence in vaccines decline, it is very easy to appear in the short term vaccine hesitancy, in the industry sales downturn, the company's vaccine products sales will also be affected. However, the company has long been engaged in the academic promotion of vaccine publicity, actively participate in the spread of vaccine knowledge and vaccination notification and demand training, to promote the public's rational understanding of vaccination. At the same time regulate the operation, grasp the vaccine from research and development to sales of the entire link of quality control, wind control work.the : around the
one-core two-wing" large health industry development strategy the main business includes traditional Chinese medicine manufacturing, pharmaceutical circulation. Among them, the core products for the filmseries, including the chip , the chip capsules, the compound chip ointment, the compound piece including the chip and other products. In addition to drug sales, the company actively build health, health care, health food health industry, products extended to health care products, health food, specialty cosmetics and daily products.
According to the results report, the first half of therevenue of 2.404 billion yuan, up 37.15 percent year-on-year, net profit of 619 million yuan, up 42.88 percent year-on-year, its net profit of deduction and non-profit increased by 45.54 percent year-on-year. Regarding the performance growth, said that it was mainly due to the expansion of the company's enhanced market and sales channels, in addition, the growth in sales of the leading product chip series of products led to an increase in operating profit.
Some brokerage analysis pointed out that the current valuation of the pharmaceutical industry has been at a historical low, with the corresponding margin of safety, with the industry's listed companies in the reporting performance of the one after another disclosure, the trend of individual stocks in the sector is expected to gradually differentiate, the specific performance of the individual stocks rebound more force, and the reverse trend is weaker.
Source: Oriental Wealth Network, Announcement of Listed Companies (Mienet)