"Seeing the leopard in a tube", how is the boom in the three quarterly reports of the pharmaceutical equipment industry?

Since the National Day, the disclosure time of the third quarterly reports of listed companies has been announced one after another
.
On the evening of October 11th, the first batch of third-quarter reports on the Shanghai and Shenzhen stock markets were released.
According to incomplete statistics, nine listed companies including Jinjing Technology, Double Star New Materials, and CITIC Special Steel have disclosed their three-quarter reports, and their overall performance is bright.
Eye
.
In fact, before the disclosure of the first three-quarter reports, many listed companies had already predicted that their performance exceeded expectations, and some companies were accompanied by a sharp rise in stock prices
.
Among them, in the field of pharmaceutical equipment, Tofflon first announced the third quarter performance forecast on the evening of October 11.
Income from 0.
8256 yuan to 0.
8944 yuan
.
Regarding performance growth, the company said that it is inseparable from the development strategy of “systematization, internationalization, and digital intelligence”.
At the same time, the company’s new products and new markets in various business segments over the years have gradually shown results, injections, solid preparations, and biological macromolecules.
, Cell equipment and other products in many fields have grown steadily
.
Affected by the pre-increasing performance, Tofflon's stock price rose rapidly on October 12, and the company received a buy rating from Guosheng Securities
.
The main reasons for the rating include: continuous optimization of the product structure, new product lines entering the harvest period, and continuous improvement of profitability; the overseas layout has been effective, the business has accelerated, and the performance release is worth looking forward to
.
In addition to Tofflon, many pharmaceutical equipment companies have also announced the three quarterly report appointment disclosure dates.
Among them, Xinlai Yingcai's third quarter 2021 quarterly report is scheduled to be disclosed on October 28, 2021; Canaan Technology is scheduled to be disclosed on October 27, 2021.
Disclosure on October 22, 2021; Chutian Technology makes an appointment for disclosure on October 22, 2021
.
On the whole, the three quarterly reports of the above-mentioned companies will be disclosed in late October, and the disclosure time will be relatively intensive
.
The author understands that in the first half of this year, with the acceleration of the transformation and upgrading of the pharmaceutical industry and the delay in the delivery of imported equipment, the upstream pharmaceutical equipment industry's order boom continued.
In addition, many pharmaceutical machinery companies have increased R&D investment and product diversification.
The results are gradually showing, and the performance of pharmaceutical machinery companies represented by Chutian Technology and Dongfulong have shown substantial growth. .
Among them, Chutian Technology's net profit in the first half of the year increased by 1321.
22% year-on-year, and Xinlai's net profit increased by 101.
10% year-on-year.
In addition, the net profit of Teflon and Canaan Technology also increased significantly year-on-year
.
So, can the third quarterly report of the listed pharmaceutical machinery company to be disclosed continue the good performance of the semi-annual report? The industry expects that the performance of the industry will continue to grow steadily, and that the performance growth of domestic pharmaceutical companies with innovative R&D capabilities, complete product line layouts, and in-depth layouts in international business will be sustainable
.
From the demand side, since this year, due to various factors such as favorable policies and capital increase, China's biopharmaceutical industry is accelerating its development, and the momentum is rapid.
The biopharmaceutical equipment industry required to drive industrialization is also ushering in a new round of opportunities.
The entire pharmaceutical industry has brought about an increase in capacity expansion; from the supply side, upstream pharmaceutical companies have put forward higher requirements for pharmaceutical equipment, which has forced the pharmaceutical machine industry to accelerate the upgrade, from providing only a single device to providing system solutions.
Upgrading from low-end to mid-to-high-end, in the process of transformation, freeing up more incremental space
.
In addition, from the perspective of internationalization, internationalization has become a major trend.
Many domestic pharmaceutical companies have accelerated their internationalization strategy this year, and overseas business is expected to usher in a new round of growth
.
Conclusion Although the current performance of pharmaceutical machinery companies in the first three quarters has only revealed the "tip of the iceberg", it is still possible to "see the leopard in a tube"
.
On the whole, the industry is full of confidence in the performance of the industry this year, and it is expected that the certainty of the annual performance will be relatively high
.
However, in the specific situation, we still need to wait for the follow-up detailed data reports of major companies
.