Since March, pharmaceutical biology is still a hot research field for institutions, and these pharmaceutical companies have received high attention

 Since March this year, the industries of individual stocks that have been investigated by institutions (over 100 research institutions in total) are mostly concentrated in machinery and equipment (14), medicine and biology (14), electronics (13), computers (9), non-ferrous metals Metal (7) and other industries
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Among them, in the pharmaceutical industry, institutions have paid more attention to Mindray Medical, Changchun High-tech, and Puluo Pharmaceutical, and the attention of traditional Chinese medicine stocks such as Yunnan Baiyao and China Resources Sanjiu has also increased
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Mindray Medical According to public information, Mindray Medical is mainly engaged in the research and development, manufacturing, marketing and service of medical devices.
Its main products cover three major fields of life information and support, in vitro diagnosis and medical imaging
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On March 20, Mindray Medical released a record form of investor relations activities, stating that it received surveys from 346 institutions from February 28 to March 18.
The types of institutions are QFII, insurance companies, others, fund companies, overseas institutions, securities Companies, Sunshine Private Equity Institutions
.
During the survey, Mindray Medical stated that the aging of the global population, the increase of chronic diseases and the growth of medical expenditures have brought about the expansion of the global medical device market.
The epidemic has accelerated the expansion of the market, and the company's performance has grown steadily.
platform, and vertically deepen the integrated layout of the industrial chain
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Changchun Hi-Tech Changchun Hi-Tech's main business includes the research and development, production and sales of biopharmaceuticals and proprietary Chinese medicines, supplemented by real estate development, property management and services
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Changchun Hi-Tech's 2021 annual report shows that the company's main business revenue increased by 25.
3% year-on-year to 10.
747 billion yuan; net profit attributable to the parent increased by 23.
33% year-on-year to 3.
757 billion yuan; deducted non-net profit increased by 26.
76% year-on-year to 3.
742 billion yuan
.
According to incomplete statistics, during the week from March 14 to March 18, Changchun Hi-Tech attracted a total of 230 institutions to participate in the survey, including 72 public funds, 14 insurance funds, 34 securities companies and 94 investment institutions.

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In response to the future product-related issues that institutions are concerned about, Changchun Hi-Tech stated that in terms of product research and development, the company will actively pay attention to children's nutrition, women's health and other fields according to strategic planning and actual business conditions, and at the same time carry out projects with an international perspective and based on the frontier fields of pharmaceuticals.
Cooperation, continue to invest in research and development expenses, accelerate the research and development and clinical progress of existing key projects, increase the introduction of external projects and technologies, and expand the company's product layout
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In terms of Kinsey's follow-up products, the company will accelerate the research and development and sales of children's nutrition, new indications for adult growth hormone deficiency, and women's health (follicle-stimulating hormone water, progesterone, dienogest and other products), and strive to ensure continuous The launch of new products will enhance the company's sustainable competitiveness in the future
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Puluo Pharmaceuticals Puluo Pharmaceuticals released news on March 10.
On March 9, the company received Zheshang Securities and other institutions for investigation
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During the survey, Pro Pharmaceuticals stated that in 2021, the company will focus on the development strategy of "making refined raw materials, strengthening CDMO, and making excellent preparations", and finally achieves steady growth in annual performance
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In 2021, the company's total operating income will increase by 13.
49% year-on-year to 8.
943 billion yuan; net profit will increase by 17% year-on-year to 956 million yuan, and after deducting non-net profit, it will increase by 20.
53% year-on-year to 834 million yuan; research and development investment will increase by 34.
88% year-on-year.
, was 479 million yuan
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In response to the planning issue of the company's preparation CDMO that institutions are concerned about, Pro Pharma stated that the company's CDMO is mainly in API and intermediates, and the preparation CDMO business has just begun, and will gradually promote related work, mainly to provide customer services
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In addition, Puluo Pharmaceutical stated that the company plans to invest about 5 billion yuan in new projects from 2021 to 2025, and more than 2 billion yuan in technological transformation plans for old projects
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The main work carried out by the company in synthetic biology research includes: on the one hand, transforming strains by synthetic biology methods to find products produced by fermentation methods; on the other hand, transforming enzymes, using chemical catalysis methods catalyzed by enzymes
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Yunnan Baiyao Traditional Chinese medicine stock Yunnan Baiyao has also attracted market attention recently
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For example, in the minutes of the investor research meeting on March 27, Yunnan Baiyao focused on the important directions of the company's new strategies that institutions are concerned about, whether there are specific plans that can be implemented, and the company's organizational structure and personnel around these new strategies.
The adjustment problem that came out, said: (1) Do a good job in the transformation and development of the enterprise around the 1+4+1 strategy
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The "1" in the first 1+4+1 strategy refers to deeply cultivating the field of traditional Chinese medicine, using modern science to promote the development of the company's traditional Chinese medicine products, and boosting the development of the traditional Chinese medicine industry
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The second "4" is the four areas that the company focuses on developing: specifically, the oral field, the skin field, the orthopedic field and the women's care field
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The last "1" in the 1+4+1 strategy refers to digital technology
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(2) Build an organizational structure that matches the needs of enterprise transformation from top to bottom
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In the minutes of the investor research meeting on March 30, what attempts did Yunnan Baiyao make regarding the digital transformation of the company? Said that the company independently innovated and developed the Yunnan Baiyao chronic disease management platform, carried out systematic research and development from the perspective of prevention, diagnosis, treatment, rehabilitation care, and follow-up, and provided customers with refined management services for chronic diseases; The deployment and implementation of the intelligent application platform and medical imaging system have completed the construction of the "Orthopedics and Traumatology Big Data Artificial Intelligence Application Platform" that integrates medical technology with artificial intelligence and information technology.
List of "2021 Big Data Industry Development Pilot Demonstration Projects"; build a "5G Smart Chinese Medicine Cloud Platform", carry out smart medical and health equipment and application innovation, and cultivate replicable and scalable 5G smart medical and health new products, new formats, and new models , has been included in the 5G pilot list of the Ministry of Industry and Information Technology of the People's Republic of China; the self-built "Cloud Medicine Quality Traceability Platform" has established a traceability system for traditional Chinese medicinal materials from source planting to terminal consumption, and is based on the "Leopard Seven" Panax notoginseng planting and production process as a standard.
Closed-loop traceability of the whole process of the company's internal and external Panax notoginseng planting and sales links; build a "digital panax notoginseng industry platform" to optimize and upgrade the panax notoginseng industry chain platform by means of collection, sorting, analysis and application of big data
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China Resources Sanjiu China Resources Sanjiu released a record form of investor relations activities on April 1.
The company received a survey from 6 institutional units on March 30, 2022.
The types of institutions are insurance companies, fund companies, and securities companies
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China Resources Sanjiu said in the institutional survey that the company has made continuous progress in innovation, quality and main business, and has achieved good results
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Among them, in terms of innovation, the company will continue to increase investment in R&D around the strategic direction, accelerate the construction of innovation system, and gradually improve innovation capabilities.
In 2021, R&D investment will be 631 million yuan, accounting for 4.
12% of operating income, of which R&D expenses will be 560 million yuan, a year-on-year increase of 21.
8% , the proportion of new product research and development investment has increased significantly, and there have been positive progress in innovative fields such as product project introduction and classic recipe research and development
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At present, the company has a total of 71 research projects, mainly focusing on strategic fields such as oncology, orthopedics, skin, respiratory, anti-infection, etc.
, combining imitation and innovation to carry out product layout
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In 2022, the company will follow the trend, actively promote the business growth model driven by brand + innovation, increase investment in innovation, continue to promote innovation and digital transformation, and continue to improve the construction of high-quality green management system to lay the foundation for long-term development
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Disclaimer: In any case, the information or opinions expressed in this article do not constitute investment advice to anyone
.