The third quarter is coming to an end, listed companies have also begun to release the first three quarters of the performance forecast, from the current performance forecast released by the company and the new mid-view prosperity data, the prosperity of the pharmaceutical and other industries is improving
.
For example, Enhua Pharmaceutical expects to make a profit of 706.
56 million yuan - 841.
14 million yuan in the first three quarters of 2022, and the net profit will increase by 5% to 25% year-on-year; Xuantai Pharmaceutical expects the performance of the first three quarters to increase pre-increase, with net profit increasing by 1.
66% -3.
3%, about 62 million yuan - 63 million yuan; Bid Pharmaceutical also expects the performance of the first three quarters to increase pre-increase, net profit increased by 22.
94% -37.
93%, about 82 million yuan - 92 million yuan; Meimei Medical expects net profit in the first three quarters to increase by 14.
53% -31.
49%, about 270 million yuan - 310 million yuan
.
Zuoli Pharmaceutical, Kelun Pharmaceutical and Kaipu Bio are expected to achieve a substantial increase in the performance of the first three quarters
.
Among them, Zuoli Pharmaceutical expects net profit in the first three quarters to increase by 52.
07%-59.
67%, about 200 million yuan - 210 million yuan; Kelun Pharmaceutical expects net profit in the first three quarters to increase by 55% -70%, about 1314.
8545 million yuan - 1442.
0985 million yuan; Kaipu Bio expects net profit in the first three quarters to increase by 108.
68% -124.
14%, about 135000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
Among them, Kaipu Bio said that during the reporting period, the company's management conscientiously implemented the annual business plan formulated by the board of directors, continued to promote the integrated business model of "nucleic acid detection products + medical testing services", continued to implement the "nucleic acid 99 strategy" and "Kaipu B53 nucleic acid remote strategic service program", and actively exerted the company's product technology and market advantages to strengthen market expansion
.
Kelun Pharmaceutical said that the company has made every effort to expand the market for infusion and non-infusion products, continued to optimize the product structure, increased sales of newly approved products, and increased profits year-on-year; The market price of the main products of Yili Chuanning Biotechnology Co.
, Ltd.
, a holding subsidiary of the company, increased, and the profit increased year-on-year; The company's innovative R&D project A (SKB264/MK-2870) and MERCKSHARP & DOHMELLC.
reached a cooperation agreement and a paid exclusive license, during the reporting period, in accordance with the contractual obligations of the holding subsidiary Sichuan Kelun Botai Biopharmaceutical Co.
, Ltd.
, to increase revenue and profits; the company's holding subsidiary Kelun Botai has licensed a clinical early-stage biomacromolecule tumor project B with independent intellectual property rights to MSD for research worldwide , development, manufacturing and commercialization
.
Judging from the first three quarters of the performance forecast released by the above-mentioned companies, the companies with better performance of these pharmaceutical companies have also recently come out of a better market
.
In addition, Enwei Pharmaceutical also released the first three quarters of the performance forecast, it is expected to be the first three quarters of this year's performance pre-profit, net profit growth -14.
48% to 0.
79%, about 56 million yuan to 66 million yuan
.
It is understood that in the pharmaceutical sector, a number of recent policies are better than the market, such as "Beijing Medical Insurance Bureau to implement DRGs for innovative drugs, innovative devices, innovative diagnosis and treatment projects exemption" "medical service price reform to promote", "whether innovative medical devices are rationally treated", "dental implant services part of the price of moderate regulation", "stent renewal", etc.
, the industry said that although the policy comes out of the market is generally consistent, but the market sentiment or has been fully released, policy expectations are expected to gradually reverse
.
In addition, analysts pointed out that from the perspective of institutional holdings, the pharmaceutical position ratio of public funds in the second quarter was 10.
07%, down 1.
51 percentage points from the previous quarter, and the shareholding ratio after excluding index funds and pharmaceutical funds was 6.
08%, down 0.
32 percentage points from
the previous quarter.
In the long run, the current fund position ratio is also below the historical average
.
