Recently, the disclosure period of the third quarterly report of listed companies, at present, the four leading chain pharmacies of Da Shenlin, Laobaimin, Yifeng Pharmacy and Yixintang have disclosed the performance of the third quarter, and the overall performance is good, among which the revenue growth rate of Da Shenlin, Laobai People, and Yifeng Pharmacy in the first three quarters is about 20%, and the net profits of the three have shown an increase trend
.
Specifically, Yifeng Pharmacy disclosed its third quarterly report on October 29, 2022, and the company's total operating income in the first three quarters of 2022 was 13.
348 billion yuan, a year-on-year increase of 22%; The net profit attributable to the parent was 824 million yuan, a year-on-year increase of 18.
3%; Earnings per share were $1.
15
.
Yixintang disclosed its third quarterly report on October 28, 2022, and the company's total operating income in the first three quarters of 2022 was 12.
025 billion yuan, a year-on-year increase of 14.
6%; The net profit attributable to the parent was 677 million yuan, a year-on-year decrease of 11.
3%; Earnings per share were $
1.
14.
The people also released three quarterly reports
on October 28.
In the first three quarters, the company achieved operating income of 13.
776 billion yuan, a year-on-year increase of 22.
13%; The net profit attributable to the parent was 610 million yuan, a year-on-year increase of 14.
46%.
On October 27, Da Shenlin released its third quarterly report
.
In the first three quarters, the company achieved operating income of 14.
818 billion yuan, a year-on-year increase of 19.
93%; the net profit attributable to the parent was 923 million yuan, a year-on-year increase of 12.
82%; Non-net profit was 917 million yuan, a year-on-year increase of 20.
70%.
Judging from the three quarterly reports of the above four leading chain pharmacies, these pharmacies are still busy with "horse racing"
in the first three quarters.
Among them, in the first half of this year, the people who have entered the "era of 10,000 stores" still have a certain extent of mergers and acquisitions and expansion in the first three quarters, and the people and their subsidiaries have completed a total of 10 acquisition projects, including equity acquisition, asset acquisition, etc.
, with a total amount of 1.
956 billion yuan and the acquisition of
813 pharmacies.
Among them, one acquisition amounted to 1.
637 billion yuan, involving 660 directly-operated
stores.
As of the reporting period, the company has a total of 10,327 stores, including 7,362 directly operated stores and 2,965 franchised stores
.
In the first three quarters, Yifeng Pharmacy had two M&A investments in the same industry, involving an amount of 140 million yuan and involving 115 stores
.
In the first three quarters of this year, the company added 2,116 stores and closed 144 stores
.
By the end of the reporting period, the total number of the company's stores reached 9,781 (including 1,753 franchised stores), and the goal
of 10,000 stores is about to be completed.
From January to September this year
, a total of six investment and mergers and acquisitions in the same industry occurred.
Among them, 3 M&A projects in the previous year were completed and 1 was to be delivered this year; There were 2 new M&A projects, involving 313 stores
.
As of the end of September, the total number of the company's stores was 9,578 (including 7,851 directly-operated stores; 1,727 franchised stores), a net increase of 1,385 stores over the beginning of the year, including 425 self-built stores, 792 franchised stores, 310 acquired stores, and 142 closed stores
.
Yixintang is also accelerating the expansion
of out-of-province and sinking markets.
As of the end of the reporting period, the total number of the company's stores was 9,164, a net increase of 604 stores over the beginning of the year (of which 53.
5% were outside the province), including 885 newly opened stores, 144 relocated stores and 137 closed stores
.
Zhongtai Securities believes that the pharmaceutical industry has long-term growth and huge development space, and the logic of innovation-driven, industrial transfer, independent and controllable continues to be steady, and continues to recommend seizing good allocation opportunities, focusing on subdivisions and individual stocks that are expected to usher in recovery in hospital diagnosis and treatment, consumer services, manufacturing and other links, and is optimistic about stocks with sustained high growth in performance or expected to repair after the epidemic
, including chain pharmacies.
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