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Recently, the Ministry of Industry and Information Technology introduced the development of industry and informatization in the first quarter of 2022.
In the first quarter, the added value of industries above designated size increased by 6.
5% year-on-year, which was 2.
6 percentage points higher than that in the fourth quarter of 2021, showing a good trend of quarterly recovery
.
According to reports, the rapid growth of industrial production is not only driven by the recovery of the domestic economy and the recovery of the world economy, but also driven by the increased driving effect of industrial innovation and the continuous drive of industrial upgrading.
role
.
In the first quarter, the added value of 39 of the 41 major industrial sectors increased year-on-year, and 25 industries were higher than the two-year average growth rate in 2021
.
Among them, the electronics manufacturing, pharmaceutical industry, consumer goods manufacturing, equipment manufacturing and other industries performed well, and the added value increased by 12.
7%, 11.
8%, 8.
1%, and 8.
1% year-on-year respectively
.
It is understood that in the first quarter, the demand for epidemic prevention and control accelerated, driving the growth of the added value of the pharmaceutical industry
.
In addition, from the perspective of exports, in the first quarter, driven by the rapid growth of exports of anti-epidemic materials, the export delivery value of the pharmaceutical manufacturing industry maintained a rapid growth of more than double digits, an increase of 14.
5% year-on-year
.
In terms of different regions, in the first quarter, the export delivery value of five of the six major export regions grew rapidly.
Among them, the export delivery value of Shandong, Jiangsu, Zhejiang, Fujian, Shanghai and other regions increased by 13.
9%-25.
4% year-on-year
.
Recently, it is also the first quarter performance forecast disclosure period of major listed pharmaceutical companies.
Overall, about 80% of the profits of pharmaceutical companies have continued to grow
.
The net profit of many pharmaceutical companies increased by more than 100% in the first quarter, such as Aotai Bio, Dongbao Bio, Boten, Tonghua Dongbao, Kaipu Bio, and Kangenbei, etc.
, which mainly belong to testing, biological products, traditional Chinese medicine and other sectors sub-field
.
Among them, Aotai Bio is expected to increase its net profit by more than 500% year-on-year.
The company expects to achieve a net profit of 1.
03 billion yuan to 1.
19 billion yuan attributable to owners of the parent company in the first quarter, a year-on-year increase of 585.
40% to 691.
87%; non-net profit is 10.
25 RMB 100 million to RMB 1.
185 billion, a year-on-year increase of 597.
74% to 706.
70%
.
Regarding the reason for the sharp increase in net profit, the company stated that the main reason is that orders for the inspection business continued to grow steadily during the reporting period, resulting in a large-scale increase in the company's performance in the first quarter of 2022 compared with the same period last year
.
In the field of biological products, Zhifei Biology and Tonghua Dongbao are also expected to perform well.
Among them, Tonghua Dongbao expects to achieve a net profit of 817 million yuan attributable to shareholders of listed companies in the first quarter, a year-on-year increase of 142.
63%; Zhifei Biology is expected to vest in the first quarter.
The net profit for shareholders of listed companies was 1.
783 billion yuan to 1.
97 billion yuan, a year-on-year increase of 90%-110%
.
Proton shares in the CXO field is expected to achieve operating income of 1.
357 billion yuan to 1.
466 billion yuan in the first quarter, a year-on-year increase of 150% to 170%; net profit attributable to shareholders of listed companies is 326 million yuan to 344 million yuan, a year-on-year increase of 270% to 344 million yuan.
290% It is worth mentioning that Proton shares also stated in the first-quarter results forecast that orders are sufficient and production and sales are booming
.
The company said that benefiting from the continued high prosperity of the CDMO industry, the company's customer pipeline and product pipeline continued to expand and enrich
.
In the first quarter, the company's orders on hand increased strongly, and the major orders received by the company in the early stage were successfully delivered during the reporting period
.
The same goes for Haixiang Pharmaceutical.
The company’s net profit in the first quarter increased by 50% to 80% year-on-year.
During the reporting period, the company’s leading products in the pharmaceutical sector achieved a boom in production and sales, with sufficient orders and higher unit selling prices, overcoming the increase in raw material prices and The adverse impact of exchange rate fluctuations has gradually improved profitability
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
In the first quarter, the added value of industries above designated size increased by 6.
5% year-on-year, which was 2.
6 percentage points higher than that in the fourth quarter of 2021, showing a good trend of quarterly recovery
.
According to reports, the rapid growth of industrial production is not only driven by the recovery of the domestic economy and the recovery of the world economy, but also driven by the increased driving effect of industrial innovation and the continuous drive of industrial upgrading.
role
.
In the first quarter, the added value of 39 of the 41 major industrial sectors increased year-on-year, and 25 industries were higher than the two-year average growth rate in 2021
.
Among them, the electronics manufacturing, pharmaceutical industry, consumer goods manufacturing, equipment manufacturing and other industries performed well, and the added value increased by 12.
7%, 11.
8%, 8.
1%, and 8.
1% year-on-year respectively
.
It is understood that in the first quarter, the demand for epidemic prevention and control accelerated, driving the growth of the added value of the pharmaceutical industry
.
In addition, from the perspective of exports, in the first quarter, driven by the rapid growth of exports of anti-epidemic materials, the export delivery value of the pharmaceutical manufacturing industry maintained a rapid growth of more than double digits, an increase of 14.
5% year-on-year
.
In terms of different regions, in the first quarter, the export delivery value of five of the six major export regions grew rapidly.
Among them, the export delivery value of Shandong, Jiangsu, Zhejiang, Fujian, Shanghai and other regions increased by 13.
9%-25.
4% year-on-year
.
Recently, it is also the first quarter performance forecast disclosure period of major listed pharmaceutical companies.
Overall, about 80% of the profits of pharmaceutical companies have continued to grow
.
The net profit of many pharmaceutical companies increased by more than 100% in the first quarter, such as Aotai Bio, Dongbao Bio, Boten, Tonghua Dongbao, Kaipu Bio, and Kangenbei, etc.
, which mainly belong to testing, biological products, traditional Chinese medicine and other sectors sub-field
.
Among them, Aotai Bio is expected to increase its net profit by more than 500% year-on-year.
The company expects to achieve a net profit of 1.
03 billion yuan to 1.
19 billion yuan attributable to owners of the parent company in the first quarter, a year-on-year increase of 585.
40% to 691.
87%; non-net profit is 10.
25 RMB 100 million to RMB 1.
185 billion, a year-on-year increase of 597.
74% to 706.
70%
.
Regarding the reason for the sharp increase in net profit, the company stated that the main reason is that orders for the inspection business continued to grow steadily during the reporting period, resulting in a large-scale increase in the company's performance in the first quarter of 2022 compared with the same period last year
.
In the field of biological products, Zhifei Biology and Tonghua Dongbao are also expected to perform well.
Among them, Tonghua Dongbao expects to achieve a net profit of 817 million yuan attributable to shareholders of listed companies in the first quarter, a year-on-year increase of 142.
63%; Zhifei Biology is expected to vest in the first quarter.
The net profit for shareholders of listed companies was 1.
783 billion yuan to 1.
97 billion yuan, a year-on-year increase of 90%-110%
.
Proton shares in the CXO field is expected to achieve operating income of 1.
357 billion yuan to 1.
466 billion yuan in the first quarter, a year-on-year increase of 150% to 170%; net profit attributable to shareholders of listed companies is 326 million yuan to 344 million yuan, a year-on-year increase of 270% to 344 million yuan.
290% It is worth mentioning that Proton shares also stated in the first-quarter results forecast that orders are sufficient and production and sales are booming
.
The company said that benefiting from the continued high prosperity of the CDMO industry, the company's customer pipeline and product pipeline continued to expand and enrich
.
In the first quarter, the company's orders on hand increased strongly, and the major orders received by the company in the early stage were successfully delivered during the reporting period
.
The same goes for Haixiang Pharmaceutical.
The company’s net profit in the first quarter increased by 50% to 80% year-on-year.
During the reporting period, the company’s leading products in the pharmaceutical sector achieved a boom in production and sales, with sufficient orders and higher unit selling prices, overcoming the increase in raw material prices and The adverse impact of exchange rate fluctuations has gradually improved profitability
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.