The company's net profit rose by up to 7000 percent! Medical devices are high-gloss and chinese medicine polarized

Of the 94 companies reporting earnings forecasts, 21 are expected to report negative growth, with the biggest drop of about 600 per cent, and the medical device sector is in the light of year, but does not appear to be as tough as expected in early 2020.
, what has the outbreak brought to pharmaceutical companies? In 2020, there will be a few happy ones, but on the whole, it doesn't seem to be as hard as you think.
E drug managers statistics A-share listed enterprises performance forecast, 94 published details, of which 73 achieved pre-increase, turnaround, loss reduction, pre-increase and other relatively good performance, 21 enterprises showed a slight decrease in performance, increase or loss, first loss and so on.
note that the highest growth rate is expected to reach 7008 percent growth, the largest decline in Zixin Pharmaceuticals is expected to lose the first, the change of -597.94 percent.
overall, there are 6 enterprises expected to grow by more than 1000%, 35 in the 100% to 1000% range, 19 companies in the 50% to 100% range, and 13 companies in the 0% to 50% range.
of the 21 enterprises with slight decreases, losses and losses, there are 9 in the 0% to -50% range, 6 in the -50% to -100% range, and 6 in the 0% to -100% range.
Again from the net profit point of view, the highest expected net profit, that is, the most profitable for Meirui Medical, the expected profit of 6.08 to 6.55 billion yuan, the largest expected loss of enterprises Jincheng Pharmaceuticals for -5 to -450 million yuan.
, there are 85 companies expected to grow in net profit and nine companies expected to lose money.
of these, 12 enterprises are expected to increase net profit by more than 1 billion yuan, 73 enterprises are expected to grow in the range of 0 to 1 billion yuan, 2 enterprises are expected to lose less than 100 million yuan, more than 100 million yuan of enterprises have 7.
Below to look at the molecular industry: 01 Chemical pharmaceutical: PHARMACEUTICAL enterprises increased the larger chemical pharmaceutical sector 28 enterprises announced the details of the results, of which 20 enterprises achieved positive net profit growth, the largest increase of 202.49 percent, 8 enterprises showed a slight decrease, increase in losses, losses, pre-decrease, etc., the pharmaceutical sector contributed the largest decline, 345.96 percent.
Chemical Pharmaceutical Company's earnings forecast data source: Choice data, Shenwan industry sub-index growth of the largest enterprises are Dongcheng Pharmaceuticals, the expected net profit range of 360 million to 468 million yuan, the expected increase of 132.69 percent to 202.49 percent.
From the previously released semi-annual report data, Ping An Securities, Western Securities and Joao Securities and other analytical institutions issued a research report optimistic about the product growth capacity of Dongcheng Pharmaceuticals, such as "the company in the gold track of nuclear medicine will make a big difference, the strategic value of overlay heparin has been recognized by international buyers, the future is expected to form a 'nuclear medicine and heparin fly' business situation."
" and it is worth noting that the performance of chemical pharmaceuticals in 2020 seems to be better than last year, there are three net profit is expected to exceed 1 billion yuan of enterprises, the highest is Xin and Cheng, the expected profit between 3,464 to 3,898 million yuan, an increase of 60% to 80%.
's earnings forecast indicates that the sales price and quantity of major products such as vitamin E, biotin, vitamin A and methionine increased year-on-year, resulting in an increase in net profit attributable to shareholders of listed companies during the reporting period.
02 Biologics: Nearly half of the negative 10 announced earnings forecast of the bio-products sector, 4 enterprises in the net profit growth is negative, 6 enterprises are positive, of which, the largest growth of enterprises are Anke Bio, its net profit is expected to be between 350 million to 420 million yuan, an increase of 181.2% to 237.44%.
Bio-products enterprise performance forecast data source: Choice data, Shenwan industry classification index Anke Bio's performance forecast said that its growth is mainly due to the main product recombinant human growth hormone sales revenue continued to maintain a steady growth and the domestic epidemic into normal, chemicals, other biological products, Chinese medicine and other products sales revenue gradually recovered.
there is also a view that Anke Bio has significantly short boards, with its latest product, long-acting growth hormone, at just 1%.
, according to Wind, the market share of the sample hospital growth hormone market in 2019 was 75%, compared with 14% for Anke Bio.
same time, Anke Bio's products such as HER2 single resistance, VEGF single resistance and PD-1 single resistance do not have the first-hand advantage.
High-rise is the largest expected net profit in the bio-products sector, with an expected net profit of 3,018 million yuan to 3,195 million yuan, up 70% to 80% year-on-year.
noteworthy, the day after the results announcement, on January 6, Changchun Gaoxin again broke through the market value of 200 billion yuan, closing at an all-time high of 509.6 yuan, with a market value of 206.2 billion yuan.
Of course, Changchun's high and new growth can not be separated from Jinsai Pharmaceuticals, Jinsai Pharmaceuticals in the first three quarters of 2020 to achieve operating income of 4.249 billion, up 16.4% YoY, net profit of 1.989 billion, up 33.0% YoY.
03 Medical Devices: High-gloss sector in 2020 can almost be called the high-gloss year of the medical device sector, 31 enterprises announced the results of the 29 positive growth, only two negative growth, of which Sanxiang Bio is expected to achieve 6375% to 7008% net profit growth, net profit between 2.556 billion yuan to 2.806 billion yuan.
note that in mid-2020 and the third quarter, Sanxiang Bio twice increased its earnings forecast, both due to the fermentation of the outbreak at that time.
in its 2020 earnings forecast, Sanxiang Bio also cited the substantial increase in sales of new crown nucleic acid testing reagents, nucleic acid testing instruments, related consumables and other products as the reason for the increase in performance.
addition, the performance growth of the top three are the new crown nucleic acid testing products of enterprises.
Medical device enterprises earnings forecast data source: Choice data, Shenwan industry sub-index expected the highest net profit for Meirui Medical, the expected net profit of 6.08 billion yuan to 6.55 billion yuan, an increase of between 30% and 40%.
medical semi-annual report shows that its main business three sectors for life information and support products, in-body diagnostic products and medical imaging products.
first half of 2020, Meirui Medical revenue was 10,564 million yuan, of which life information and support business sales amounted to 5,343 million yuan, accounting for 50.58 percent, up 62.26 percent year-on-year, with a gross margin of 69.58 percent.
and the only two expected negative growth enterprises are Eppen Medical and Hoo Obo, the former of which was affected by the new crown outbreak, the latter recently issued a notice that "the company does not produce the new coronavirus pneumonia outbreak-related testing reagent products, nor with the new coronavirus pneumonia outbreak products related to any income."
"04 Medical Services: A relatively average of eight medical service companies reported details of their earnings forecasts, with the exception of one company, which is expected to grow by -51.83 percent, all seven achieving positive growth and growth of between 60% and 160%.
Medical services enterprise performance forecast data source: Choice data, Shenwan industry sub-index this situation has changed significantly from the previous year, the 2019 earnings forecast of the largest decline in the enterprise pre-loss of 1.1 billion yuan, a decline of -3806.55 percent.
overall, the health care sector companies that have announced earnings forecasts in 2020, although the previous year's growth rate of about 1 times, but the pre-loss enterprises did not suffer the previous year.
And it is worth noting that the net profit and growth of Pharmaceutical Mingkang led the medical services sector, on the evening of January 21, Pharmaceutical Mingkang issued a earnings forecast, net profit of 2,782 million yuan to 2,968 million yuan, an increase of between 50% and 60%.
on January 22nd, the stock hit an all-time high, with a market capitalisation of 429.7 billion yuan.
05 Chinese medicine: 6 of the 15 Chinese medicine companies that reported earnings forecast details reported negative growth and 9 had positive growth.
from the data, the growth rate of enterprises with positive changes of 10% to 726.93%, negative changes of enterprises of -597.94% to -7.02%, we can see that the polarization is serious.
chinese medicine enterprise performance forecast data source: Choice data, Shenwan industry classification index Zixin pharmaceutical industry performance almost represents the "one product big" enterprise's disadvantages.
Against the backdrop of rising prices for ginseng products, Zixin Pharmaceuticals' performance peaked at 372 million yuan in 2017 and has been declining ever since, with 2019 revenue down 48.89 percent year-on-year and ginseng product revenue down 99.73 percent year-on-year in the first half of 2020.
in 2020, relying on products to achieve a substantial increase in net profit is Edling Pharmaceuticals, the expected net profit of 1.152 billion yuan to 1.274 billion yuan, an increase of 90% to 110%, is the Chinese medicine sector enterprises in the highest expected net profit enterprises.
results of the New Year's Day show that Lotus Clear Plague has been included in the new coronary pneumonia treatment program and has been sold in more than a dozen countries overseas.