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Recently, three quarterly reports of listed companies in the pharmaceutical equipment industry, including Chutian Technology, Tofflon, Xinlai Yingcai, and Canaan Technology, have been released intensively
.
Among them, the net profit of the first three companies from January to September has achieved a certain growth, and the overall performance is good
.
Looking at the third quarter alone, Chutian Technology's revenue was 1.
291 billion yuan, a year-on-year increase of 57.
9%
.
Net profit was 165 million yuan, a year-on-year increase of 413.
91%, maintaining an ultra-high growth; Tofflon achieved a main operating income of 1.
073 billion yuan, a year-on-year increase of 58.
83%
.
The net profit attributable to the parent company was 218 million yuan, an increase of 87.
69% year-on-year; Xinlai Yingcai created operating income of approximately 582 million yuan, an increase of 55.
96% year-on-year
.
Net profit attributable to shareholders of listed companies was 52.
71 million yuan, a year-on-year increase of 82.
17%; Canaan Technology achieved main operating income of 320 million yuan, a year-on-year increase of 19.
72%; single-quarter net profit attributable to the parent company was 20,068.
4 million yuan, a year-on-year decrease of 16.
14%
.
With the exception of Canaan Technology, the remaining three companies have experienced strong growth in net profit
.
The growth of most companies' net profit is related to the prosperity of the biopharmaceutical industry
.
For example, during the reporting period of Chutian Technology, new orders increased by 98% compared with the same period of the previous year.
It is reported that the revenue and orders of the pharmaceutical equipment segment in the first three quarters have accounted for about 40% of the company's share; The notice mentioned that benefiting from the localization trend of semiconductors and the rapid expansion of domestic vaccine and pharmaceutical manufacturers, the company’s biomedical sector business has grown rapidly; Tofflon mentioned the reasons for the changes in performance and the company’s business layout over the years.
New products and new markets gradually show results, and products in many fields, such as injections, solid preparations, biological macromolecules, and cell equipment, have grown steadily
.
It can be seen that in the context of the rapid development of the biopharmaceutical industry, the demand for pharmaceutical equipment is strong, which has driven the growth of the performance of related companies
.
The pharmaceutical equipment industry is ushering in the attention of brokerage agencies.
From the perspective of the trend of the pharmaceutical equipment industry in the first three quarters of 2021, the overall growth trend is maintained
.
This can also be shown in the three quarterly reports of the leading companies .
Due to the performance of listed pharmaceutical equipment companies exceeding expectations in the first three quarters, many securities firms have paid great attention
.
For example, Southwest Securities issued a research report on October 25, claiming to maintain the buy rating of Chutian Technology
.
The reasons for the rating mainly include: the downstream pharmaceutical industry is prosperous and the company's profitability continues to improve; Chutian Siyoute and Chutian Microsphere were established to deploy high-barrier biopharmaceutical consumables business
.
Essence Securities issued a research report on October 28, stating that it maintains the buy rating of Xinlai Should Materials
.
The reasons for the rating mainly include: the booming semiconductor and pharmaceutical industry, and the accelerated growth of Q3 performance; the high boom of semiconductors superimposed on domestic substitution, the company has ample room for growth; the domestic substitution of aseptic packaging has a huge space, and the coordinated advancement of equipment + packaging materials helps the company's rapid development
.
As Teflon’s performance exceeded expectations, Guosheng Securities also issued a research report on October 28 that it gave Teflon a buy rating
.
The agency believes that in the era of biopharmaceuticals, domestic leaders are gaining momentum and high performance growth is sustainable
.
The future development of the pharmaceutical equipment industry: new opportunities emerge.
From the perspective of the industry, despite the fierce competition in the pharmaceutical equipment market, in recent years, with the rapid development of the biopharmaceutical industry, the market is huge
.
According to Frost & Sullivan’s prediction, the scale of China’s biopharmaceutical market will rapidly expand at an average compound annual growth rate of 18% in the next few years, and reach 59 billion yuan in 2030
.
In this context, the upstream pharmaceutical equipment industry will also usher in new development opportunities
.
At the same time, with the popularization of artificial intelligence and Industry 4.
0, the pharmaceutical industry is accelerating its transformation and upgrading, and pharmaceutical companies will gradually have a strong demand for automated, informatized, and intelligent high-end pharmaceutical equipment
.
In addition, in recent years, the country has encouraged the development of domestically-made equipment, and local pharmaceutical machinery companies have continued to increase R&D investment, strive to break the import monopoly, and introduce new products and new technologies.
In the future, domestic-made pharmaceutical equipment is expected to accelerate the pace of import substitution
.
In general, a new round of opportunities in the pharmaceutical equipment industry is about to come, and the pharmaceutical machinery market still has a vast blue ocean to be tapped
.
Statistics show that from 2016 to 2020, the annual compound growth rate of the market size of my country's pharmaceutical equipment industry will remain at about 20%, and the industry market size will be about 130 billion yuan in 2020. .
According to Guosen Securities, the domestic pharmaceutical equipment market is expected to reach 174 billion yuan by 2024
.
It is expected that domestic pharmaceutical equipment is expected to be used by more pharmaceutical companies, and to accelerate the increase in market share.
The leading companies that have previously worked hard and are in line with international standards are expected to continue to benefit
.
.
Among them, the net profit of the first three companies from January to September has achieved a certain growth, and the overall performance is good
.
Looking at the third quarter alone, Chutian Technology's revenue was 1.
291 billion yuan, a year-on-year increase of 57.
9%
.
Net profit was 165 million yuan, a year-on-year increase of 413.
91%, maintaining an ultra-high growth; Tofflon achieved a main operating income of 1.
073 billion yuan, a year-on-year increase of 58.
83%
.
The net profit attributable to the parent company was 218 million yuan, an increase of 87.
69% year-on-year; Xinlai Yingcai created operating income of approximately 582 million yuan, an increase of 55.
96% year-on-year
.
Net profit attributable to shareholders of listed companies was 52.
71 million yuan, a year-on-year increase of 82.
17%; Canaan Technology achieved main operating income of 320 million yuan, a year-on-year increase of 19.
72%; single-quarter net profit attributable to the parent company was 20,068.
4 million yuan, a year-on-year decrease of 16.
14%
.
With the exception of Canaan Technology, the remaining three companies have experienced strong growth in net profit
.
The growth of most companies' net profit is related to the prosperity of the biopharmaceutical industry
.
For example, during the reporting period of Chutian Technology, new orders increased by 98% compared with the same period of the previous year.
It is reported that the revenue and orders of the pharmaceutical equipment segment in the first three quarters have accounted for about 40% of the company's share; The notice mentioned that benefiting from the localization trend of semiconductors and the rapid expansion of domestic vaccine and pharmaceutical manufacturers, the company’s biomedical sector business has grown rapidly; Tofflon mentioned the reasons for the changes in performance and the company’s business layout over the years.
New products and new markets gradually show results, and products in many fields, such as injections, solid preparations, biological macromolecules, and cell equipment, have grown steadily
.
It can be seen that in the context of the rapid development of the biopharmaceutical industry, the demand for pharmaceutical equipment is strong, which has driven the growth of the performance of related companies
.
The pharmaceutical equipment industry is ushering in the attention of brokerage agencies.
From the perspective of the trend of the pharmaceutical equipment industry in the first three quarters of 2021, the overall growth trend is maintained
.
This can also be shown in the three quarterly reports of the leading companies .
Due to the performance of listed pharmaceutical equipment companies exceeding expectations in the first three quarters, many securities firms have paid great attention
.
For example, Southwest Securities issued a research report on October 25, claiming to maintain the buy rating of Chutian Technology
.
The reasons for the rating mainly include: the downstream pharmaceutical industry is prosperous and the company's profitability continues to improve; Chutian Siyoute and Chutian Microsphere were established to deploy high-barrier biopharmaceutical consumables business
.
Essence Securities issued a research report on October 28, stating that it maintains the buy rating of Xinlai Should Materials
.
The reasons for the rating mainly include: the booming semiconductor and pharmaceutical industry, and the accelerated growth of Q3 performance; the high boom of semiconductors superimposed on domestic substitution, the company has ample room for growth; the domestic substitution of aseptic packaging has a huge space, and the coordinated advancement of equipment + packaging materials helps the company's rapid development
.
As Teflon’s performance exceeded expectations, Guosheng Securities also issued a research report on October 28 that it gave Teflon a buy rating
.
The agency believes that in the era of biopharmaceuticals, domestic leaders are gaining momentum and high performance growth is sustainable
.
The future development of the pharmaceutical equipment industry: new opportunities emerge.
From the perspective of the industry, despite the fierce competition in the pharmaceutical equipment market, in recent years, with the rapid development of the biopharmaceutical industry, the market is huge
.
According to Frost & Sullivan’s prediction, the scale of China’s biopharmaceutical market will rapidly expand at an average compound annual growth rate of 18% in the next few years, and reach 59 billion yuan in 2030
.
In this context, the upstream pharmaceutical equipment industry will also usher in new development opportunities
.
At the same time, with the popularization of artificial intelligence and Industry 4.
0, the pharmaceutical industry is accelerating its transformation and upgrading, and pharmaceutical companies will gradually have a strong demand for automated, informatized, and intelligent high-end pharmaceutical equipment
.
In addition, in recent years, the country has encouraged the development of domestically-made equipment, and local pharmaceutical machinery companies have continued to increase R&D investment, strive to break the import monopoly, and introduce new products and new technologies.
In the future, domestic-made pharmaceutical equipment is expected to accelerate the pace of import substitution
.
In general, a new round of opportunities in the pharmaceutical equipment industry is about to come, and the pharmaceutical machinery market still has a vast blue ocean to be tapped
.
Statistics show that from 2016 to 2020, the annual compound growth rate of the market size of my country's pharmaceutical equipment industry will remain at about 20%, and the industry market size will be about 130 billion yuan in 2020. .
According to Guosen Securities, the domestic pharmaceutical equipment market is expected to reach 174 billion yuan by 2024
.
It is expected that domestic pharmaceutical equipment is expected to be used by more pharmaceutical companies, and to accelerate the increase in market share.
The leading companies that have previously worked hard and are in line with international standards are expected to continue to benefit
.
