The third quarterly report of the listed company is about to be disclosed, and the pharmaceutical company is expected to get the first attention

【Pharmaceutical Network Industry News】The disclosure of the third quarterly report of listed companies is imminent, from the perspective of the appointment disclosure time of the third quarterly report of listed companies on the Shanghai Stock Exchange, from October 10, a number of companies will release three quarterly reports first, including a pharmaceutical company, namely Kangyuan Pharmaceutical
.
It is understood that the main business of Kangyuan Pharmaceutical involves the research and development, production and sales
of drugs.
At present, the company's main product line focuses on respiratory diseases, gynecological diseases, cardiovascular and cerebrovascular diseases, orthopedic diseases and other areas of
traditional Chinese medicine.
In the first half of this year, Kangyuan Pharmaceutical achieved good results, achieving revenue of 2.
097 billion yuan, an increase of 18.
54% year-on-year; The net profit attributable to the shareholders of the listed company was 211 million yuan, an increase of 32.
35%
year-on-year.
At the same time, the company has increased its R&D investment in recent years, investing 499 million yuan in R&D expenses in 2021, an increase of 31.
27% year-on-year; In the first half of 2022, the company's research and development expenses were 277 million yuan, an increase of 28.
01%
year-on-year.
Under the continuous research and development, the company ushered in the harvest period
of innovative achievements.
In the first half of 2022, Kangyuan Pharmaceutical had 1 new Chinese medicine drug declared for listing, which was 3.
1 class classic famous Fang Linggui Shu Gan granules; 2 class 1 new Chinese medicine drugs were declared clinical, specifically for Zaobai Anshen granules and marrow tonic puzzle granules, of which Zaobai Anshen granules have been approved for clinical license
.
Choice data shows that as of September 28, a total of 80 A-share companies have forecast the results of the first three quarters of 2022, of which 54 have pre-happy performance (including pre-increase, slight increase, turnaround and continued profit).

From the perspective of the industry of the company with good performance, it is mainly concentrated in the new energy industry chain, chemical industry, and medicine
.
Among them, in the pharmaceutical field, it is expected that the pre-increase in net profit in the third quarter will exceed 100%.

For example, on September 26, Besmei released the first three quarters of 2022 performance forecast, and it is expected that the net profit attributable to the shareholders of listed companies in the first three quarters of this year (referred to as net profit) will be about 106 million yuan - 119 million yuan, an increase of 141.
36% - 169.
92%
year-on-year.
On September 19, Kaipu Bio released the first three quarters of 2022 performance forecast, during the reporting period, the net profit attributable to the shareholders of the listed company is expected to be 1.
35 billion yuan - 1.
45 billion yuan, an increase of 108.
68% -124.
14%
over the same period of the previous year.
In addition, Kelun Pharmaceutical and Zuoli Pharmaceutical are expected to achieve good growth in the first three quarters
.
Among them, Kelun Pharmaceutical expects to achieve a net profit attributable to the mother in the first three quarters of 2022 of 1.
315 billion yuan to 1.
442 billion yuan, an increase of 55% to 70%
year-on-year.
Zuoli Pharmaceutical expects to achieve a net profit attributable to the mother of 200 million yuan – 210 million yuan in the first three quarters of this year, an increase of 52.
07% -59.
67%
year-on-year.
From the perspective of the reasons for the pre-increase in the performance of pharmaceutical companies, some are for the company to continue to optimize the product structure, some are the company to increase the sales of newly approved products, some are driven by market demand, the company through the active play of product technology and market advantages, strengthen market expansion, there are also due to the growth of core product sales revenue, the company's business to strengthen the expansion of the cause
.
At present, securities companies have begun to turn their attention to fundamental research, generally optimistic about the third-quarter performance repair of listed companies, and believe that the third quarterly report is expected to provide more clues
for the market to tap a new growth track.
Guosheng Securities expects that the performance of A-share listed companies in 2022 will most likely show a "V" shaped trend, and it is expected that the performance growth rate of listed companies in the third quarter will rebound
slightly compared with the second quarter.
Industrial Securities believes that as September gradually enters the end, the pharmaceutical sector gradually entered the third quarter performance period, according to our preliminary analysis of the pharmaceutical sector in the third quarter performance still continued to be relatively stable and rapid growth, Q3 showed a month-on-month improvement state
.
Considering that the previous plate adjustment led to the current low valuation, and the subsequent valuation switch will be gradually carried out, the cost performance of the pharmaceutical sector will be further highlighted
.
Disclaimer: Under no circumstances does the information herein or the opinions expressed in this article constitute investment advice
to any person.