The status of the "bellwether" of the industry is prominent! Research on listed biomedical enterprises in four economically strong provinces

The biomedical industry is one of the key areas of advanced manufacturing clusters, which is not only an important engine for economic growth driven by developed countries, but also a key area

Figure 1: Heat map of the regional distribution of biomedical enterprises listed in the four economically strong provinces Source: Flint Creation Industrial Data Center

The number of listed entities fluctuated

Since Guangdong Tianda Pharmaceutical was listed on the Hong Kong Stock Exchange in 1992 as the first biopharmaceutical enterprise listed on the main board of the four economically strong provinces, as of the first half of 2022, the number of listed enterprises in the biomedical field (including the new third board enterprises) in the four economically strong provinces has reached 379, and the number of listed enterprises in the biomedical field has risen in waves in the past 30 years, and there have been three ups and downs

Figure 2: Annual distribution of the number of biomedical companies listed in the four economically strong provinces Source: Flint Creation Industrial Data Center

The stock exchange market has a variety of categories

As of the first half of 2022, the four economically strong provinces had a total of 319 biomedical enterprises listed on the domestic stock market and 60 biomedical enterprises listed on the overseas stock market

Figure 3: The number of biomedical listed enterprises in the stock exchange markets of the four economically strong provinces source: Flint Creation Industrial Data Center

The distribution pattern of subdivision tracks is clear

From the perspective of the subdivisions of the listed biomedical enterprises in the four economically strong provinces, the pharmaceutical field (including chemical drugs, biological products, traditional Chinese medicine), the medical device field and large-scale comprehensive enterprises have become the hottest three tracks listed in the four economically strong provinces; Comprehensive, pharmaceutical circulation and medical services, digital medical fields ranked second echelon, pharmaceutical auxiliary packaging materials, pharmaceutical outsourcing services, industrial supporting and other fields ranked third echelon

Figure 4: The layout of the track of the biomedical listed enterprises in the four economically strong provinces Source: Flint Creation Industrial Data Center

From the perspective of regional distribution, the top 3 popular areas of listed biomedical enterprises in Jiangsu Province and Zhejiang Province are pharmaceuticals, medical devices and large-scale comprehensive enterprises, the top 3 popular areas of listed biomedical enterprises in Shandong Province are pharmaceuticals, medical devices and pharmaceutical circulation enterprises, and the top 3 popular areas of listed biomedical enterprises in Guangdong Province are medical devices, pharmaceuticals and large-scale comprehensive enterprises

Table 1: The number of listed biomedical enterprises in the four economically strong provinces

Source: Flint Creates Industrial Data Center

The energy level of the Billion-level Legion has jumped up and changed

From the perspective of the revenue of listed enterprises, there are 24 "10 billion legions" in the biomedical field of the four economically strong provinces, and the revenue will exceed 740 billion yuan in 2021, mainly for large-scale comprehensive enterprises and pharmaceutical circulation enterprises; There are 22 five-billion-level legions with revenue, and the revenue will exceed 159 billion yuan in 2021, mainly for medical devices and large-scale comprehensive enterprises; There are 99 billion-level legions with revenue, and the revenue will exceed 230 billion yuan in 2021; There are 162 legions with revenue of 100 million, and the revenue will exceed 64 billion yuan

Table 2: Top 10 biomedical listed enterprises in the four economically strong provinces in 2021

Note: In addition to mindray bio's listing plate for the ChiNext board, the remaining 9 listed sectors are the main board Source: Flintstone Creation Industrial Data Center

Comprehensive enterprises, the four economically strong provinces in the biomedical field comprehensive listed enterprises in 2021 to achieve revenue of more than 480 billion yuan (only statistics have disclosed 21 years of revenue of listed enterprises, the same below), revenue far more than other segments

In the field of medical devices, there are 35 in vitro diagnostic enterprises, achieving revenue of more than 51 billion yuan in 2021, of which Dongfang Gene in Zhejiang Province will achieve revenue of more than 10 billion yuan in 2021; There are 37 medical consumables enterprises, and the revenue will exceed 71 billion yuan in 2021, of which high-end plant (introduction) into consumables enterprises as the main force, and Yingke Medical and Weigao Medical Polymers in Shandong Province will achieve revenue of more than 13 billion yuan in 2021; There are 33 medical equipment companies, achieving revenue of more than 56 billion yuan in 2021, of which Mindray Biology in Guangdong Province will achieve revenue of more than 25 billion yuan

Listed enterprises are the "basic disk" of the real economy and the "power source"