-
Categories
-
Pharmaceutical Intermediates
-
Active Pharmaceutical Ingredients
-
Food Additives
- Industrial Coatings
- Agrochemicals
- Dyes and Pigments
- Surfactant
- Flavors and Fragrances
- Chemical Reagents
- Catalyst and Auxiliary
- Natural Products
- Inorganic Chemistry
-
Organic Chemistry
-
Biochemical Engineering
- Analytical Chemistry
-
Cosmetic Ingredient
- Water Treatment Chemical
-
Pharmaceutical Intermediates
Promotion
ECHEMI Mall
Wholesale
Weekly Price
Exhibition
News
-
Trade Service
Traditional Chinese medicine has the characteristics of "multiple targets, multiple effects, and low side effects", and plays an important role in the treatment of diseases
.
In recent years, under the support of national policies, the traditional Chinese medicine market has developed well.
In the first three quarters of 2021, the total operating income of 61 traditional Chinese medicine companies increased by nearly 13% year-on-year
.
According to data, in 2021Q1-Q3, the total operating income of 61 traditional Chinese medicine companies increased by 12.
5% year-on-year, and the total non-net profit increased by more than 20% year-on-year; the total operating income increased by more than 7% year-on-year in 2021Q3, and the total non-net profit increased by more than 7% year-on-year
.
According to the industry, the growth rate of traditional Chinese medicine has recovered significantly, and the long-term growth logic of brand traditional Chinese medicine remains unchanged.
Changes in traditional Chinese medicine injections affected by policies still need to be observed.
Pien Tze Huang is recommended, and Yunnan Baiyao is recommended
.
Data show that in the first three quarters of 2021, Pien Tze Huang achieved operating income of 6.
111 billion yuan, a year-on-year increase of 20.
55%, and a net profit of 2.
011 billion yuan, a year-on-year increase of 51.
36%.
Among them, the net profit in the third quarter was 896 million yuan, a year-on-year increase of 93.
08%
.
Pien Tze Huang said that its profit growth was mainly due to the company's expansion of marketing channels, the addition of online Pien Tze Huang Pharmacy Tmall flagship store and Pien Tze Huang Pharmacy Jingdong flagship store, which increased profits
.
For example, according to data from the flagship store of Tmall Pien Tze Huang Pharmacy, the sales volume in the third quarter of this year reached approximately 1 million tablets, accounting for about 35% of domestic sales in the third quarter, driving the total sales growth of Pien Tze Huang
.
The gross profit margin of online channels is higher, and the gross profit increased by 2.
4 points
.
In the first three quarters, Pien Tze Huang achieved revenue of 84 million yuan in the field of cardiovascular drugs, of which the sales revenue of Angong Niuhuang Pills increased by 38 times; in the single third quarter, it was 39 million yuan
.
Analysts pointed out that with the expansion of channels and the increase in marketing, Angong Niuhuang Wan is expected to achieve rapid growth in revenue and profit
.
In addition, according to Wind data, Pien Tze Huang's stock price has risen by 58.
31% from the beginning of the year to November 15th, with a turnover of 340.
7 billion yuan.
Its stock price reached 491.
88 yuan when it was high
.
As of now, the total market value of Pien Tze Huang is 255 billion yuan
.
The author is informed that in recent years, Pien Tze Huang has continued to increase investment in research and development.
For example, according to the annual report data of Pien Tze Huang in the past three years, from 2018 to 2019, Pien Tze Huang's research and development expenses were 101 million yuan and 119 million yuan, accounting for revenue.
The proportions are 2.
12% and 2.
08% respectively
.
Pien Tze Huang adheres to the dominant position of research and development, takes advantage of the situation and borrows its wisdom, and actively cooperates with many scientific research institutions to form a systematic and international industry-university-research ecosystem
.
At the same time, it launches the talent engine, actively builds a three-level R&D platform innovation system with the Pien Tze Huang Pharmaceutical Research Institute as the core, increases R&D investment, actively builds a R&D innovation system, continuously breaks through the key technologies of Chinese medicine modernization, and further enhances the scientific value and competitiveness of products
.
At present, Pien Tze Huang has many varieties under research, and the product development echelon is reasonable
.
Yunnan Baiyao was founded in 1902.
In 1971, the company's predecessor, Yunnan Baiyao Factory, was formally established
.
In 1993, the company was listed on the Shenzhen Stock Exchange and became an A-share listed company in Yunnan Province
.
Data show that in the first three quarters of 2021, Yunnan Baiyao achieved operating income of 28.
363 billion yuan, an increase of 18.
52% year-on-year
.
However, the increase in revenue did not increase profits, and its net profit fell by 42.
38% year-on-year to 2.
451 billion yuan
.
It is understood that the existing stock business is the fundamental aspect of Yunnan Baiyao's business
.
However, Yunnan Baiyao is gradually achieving incremental breakthroughs by gathering its main businesses, strengthening strategic investment coordination, and carrying out research and development in related business areas
.
For example, Yunnan Baiyao, Shanghai Pharmaceuticals, and Tianjin Pharmaceuticals signed a strategic cooperation framework agreement to establish the "Yun Tian Shang Rejuvenation of China's Excellent Traditional Chinese Medicine Industry Alliance", to give full play to their respective advantages in scientific research, technology, market, capital, management, brand, etc.
, and focus Carry out cooperation in the field of Chinese medicine to promote the modernization and industrialization of Chinese medicine
.
In addition, Yunnan Baiyao is organizing a comprehensive and in-depth review of the company's strategy around the vision of becoming a comprehensive medical and health solution provider
.
Starting from the beginning of the year, gradually implement the six-wheel drive to fully promote the development and growth of stock and incremental businesses
.
In addition, Yunnan Baiyao Company has reconstructed its industrial platform, innovation incubation platform, shared service platform and functional support platform, focusing on the transformation and iteration of platformization, intelligence, and digital empowerment.
Yunnan Baiyao is accelerating the layout and enhancing the digitalization and intelligence of the enterprise to adapt to the pharmaceutical industry.
The development trend of industry transformation will look for sales increase in a wider area
.
.
In recent years, under the support of national policies, the traditional Chinese medicine market has developed well.
In the first three quarters of 2021, the total operating income of 61 traditional Chinese medicine companies increased by nearly 13% year-on-year
.
According to data, in 2021Q1-Q3, the total operating income of 61 traditional Chinese medicine companies increased by 12.
5% year-on-year, and the total non-net profit increased by more than 20% year-on-year; the total operating income increased by more than 7% year-on-year in 2021Q3, and the total non-net profit increased by more than 7% year-on-year
.
According to the industry, the growth rate of traditional Chinese medicine has recovered significantly, and the long-term growth logic of brand traditional Chinese medicine remains unchanged.
Changes in traditional Chinese medicine injections affected by policies still need to be observed.
Pien Tze Huang is recommended, and Yunnan Baiyao is recommended
.
Data show that in the first three quarters of 2021, Pien Tze Huang achieved operating income of 6.
111 billion yuan, a year-on-year increase of 20.
55%, and a net profit of 2.
011 billion yuan, a year-on-year increase of 51.
36%.
Among them, the net profit in the third quarter was 896 million yuan, a year-on-year increase of 93.
08%
.
Pien Tze Huang said that its profit growth was mainly due to the company's expansion of marketing channels, the addition of online Pien Tze Huang Pharmacy Tmall flagship store and Pien Tze Huang Pharmacy Jingdong flagship store, which increased profits
.
For example, according to data from the flagship store of Tmall Pien Tze Huang Pharmacy, the sales volume in the third quarter of this year reached approximately 1 million tablets, accounting for about 35% of domestic sales in the third quarter, driving the total sales growth of Pien Tze Huang
.
The gross profit margin of online channels is higher, and the gross profit increased by 2.
4 points
.
In the first three quarters, Pien Tze Huang achieved revenue of 84 million yuan in the field of cardiovascular drugs, of which the sales revenue of Angong Niuhuang Pills increased by 38 times; in the single third quarter, it was 39 million yuan
.
Analysts pointed out that with the expansion of channels and the increase in marketing, Angong Niuhuang Wan is expected to achieve rapid growth in revenue and profit
.
In addition, according to Wind data, Pien Tze Huang's stock price has risen by 58.
31% from the beginning of the year to November 15th, with a turnover of 340.
7 billion yuan.
Its stock price reached 491.
88 yuan when it was high
.
As of now, the total market value of Pien Tze Huang is 255 billion yuan
.
The author is informed that in recent years, Pien Tze Huang has continued to increase investment in research and development.
For example, according to the annual report data of Pien Tze Huang in the past three years, from 2018 to 2019, Pien Tze Huang's research and development expenses were 101 million yuan and 119 million yuan, accounting for revenue.
The proportions are 2.
12% and 2.
08% respectively
.
Pien Tze Huang adheres to the dominant position of research and development, takes advantage of the situation and borrows its wisdom, and actively cooperates with many scientific research institutions to form a systematic and international industry-university-research ecosystem
.
At the same time, it launches the talent engine, actively builds a three-level R&D platform innovation system with the Pien Tze Huang Pharmaceutical Research Institute as the core, increases R&D investment, actively builds a R&D innovation system, continuously breaks through the key technologies of Chinese medicine modernization, and further enhances the scientific value and competitiveness of products
.
At present, Pien Tze Huang has many varieties under research, and the product development echelon is reasonable
.
Yunnan Baiyao was founded in 1902.
In 1971, the company's predecessor, Yunnan Baiyao Factory, was formally established
.
In 1993, the company was listed on the Shenzhen Stock Exchange and became an A-share listed company in Yunnan Province
.
Data show that in the first three quarters of 2021, Yunnan Baiyao achieved operating income of 28.
363 billion yuan, an increase of 18.
52% year-on-year
.
However, the increase in revenue did not increase profits, and its net profit fell by 42.
38% year-on-year to 2.
451 billion yuan
.
It is understood that the existing stock business is the fundamental aspect of Yunnan Baiyao's business
.
However, Yunnan Baiyao is gradually achieving incremental breakthroughs by gathering its main businesses, strengthening strategic investment coordination, and carrying out research and development in related business areas
.
For example, Yunnan Baiyao, Shanghai Pharmaceuticals, and Tianjin Pharmaceuticals signed a strategic cooperation framework agreement to establish the "Yun Tian Shang Rejuvenation of China's Excellent Traditional Chinese Medicine Industry Alliance", to give full play to their respective advantages in scientific research, technology, market, capital, management, brand, etc.
, and focus Carry out cooperation in the field of Chinese medicine to promote the modernization and industrialization of Chinese medicine
.
In addition, Yunnan Baiyao is organizing a comprehensive and in-depth review of the company's strategy around the vision of becoming a comprehensive medical and health solution provider
.
Starting from the beginning of the year, gradually implement the six-wheel drive to fully promote the development and growth of stock and incremental businesses
.
In addition, Yunnan Baiyao Company has reconstructed its industrial platform, innovation incubation platform, shared service platform and functional support platform, focusing on the transformation and iteration of platformization, intelligence, and digital empowerment.
Yunnan Baiyao is accelerating the layout and enhancing the digitalization and intelligence of the enterprise to adapt to the pharmaceutical industry.
The development trend of industry transformation will look for sales increase in a wider area
.
