The three quarterly reports surfaced, which one in the pharmaceutical and biological industry is happy and which one is worried?

The three quarterly reports of listed companies are gradually emerging
.
Wind data shows that as of September 27, 77 listed companies in the two cities have released their third-quarter performance forecasts, of which 64 are expected to have a good performance.
The overall performance is gratifying
.
From the perspective of industry distribution, pre-xi stocks are mainly concentrated in the four major industries of chemical, electronics, pharmaceutical and biological, and light industrial manufacturing
.
Among them, in the pharmaceutical and biological industry, Yan'an Bikang performed well, and its performance in the third quarter report is expected to increase by more than 10 times year-on-year
.
On August 26, Yanan Bikang’s third-quarter performance forecast revealed that the company expects to increase its performance in the first three quarters.
The net profit attributable to the parent will be 550 million to 600 million yuan, a year-on-year increase of 4207.
51% to 4599.
10%
.
The financial report shows that Yan'an Bikang’s main business involves four major sectors: the pharmaceutical industry, pharmaceutical commerce, new energy and new materials, and pharmaceutical intermediates
.
The company's new energy product is lithium hexafluorophosphate, which is one of the core raw materials for lithium-ion battery electrolyte
.
Yan'an Bikang said that the new energy products of Jiujiujiu Technology, its subsidiary, were affected by market demand, the release of production capacity, and the increase in market prices, resulting in an increase in profits over the same period last year, which played a positive role in promoting the company's performance growth
.
In addition to Yan'an Bikang, other pharmaceutical companies such as Zuoli Pharmaceutical, Kaipu Biological, and Botuo Biological are also expected to double their performance in the first three quarters of 2021
.
Specifically, Zuoli Pharmaceutical expects a profit of 129 million yuan to 137 million yuan in the first three quarters, a year-on-year increase of 106.
13%-118.
95%; among them, the net profit attributable to the parent in the third quarter is expected to be 42 million yuan to 50 million yuan, year-on-year An increase of 32.
64%-57.
91%
.
Faced with the reasons for the growth in performance, Zuoli Pharmaceutical said that the company continues to adhere to the strategic goal of “one body and two wings” and the marketing strategy of “stabilizing self-operation and strong investment promotion”.
Operating income has increased significantly over the same period last year.
At the same time, the Chinese herbal medicine decoction pieces business has achieved initial results in its efforts to expand the market.
The main business income of the traditional Chinese medicine decoction pieces series products has increased over the same period last year
.
With the increase in sales volume, the company arranged to increase the scale of production, the capacity utilization rate was further improved, and the product cost was significantly reduced compared with the same period last year.

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Kaipu Biosciences released a performance forecast on September 8.
The company expects that the performance of the first three quarters of 2021 will rise sharply.
The net profit attributable to shareholders of the listed company will be 610 million to 670 million yuan, and the net profit will increase by 123.
20% to 145.
16% year-on-year
.
It is reported that during the reporting period, the company continued to increase investment in R&D and innovation, strengthened market expansion, strengthened team building and personnel training, and improved overall service capabilities and technical levels, which promoted rapid growth in the company's business
.
In addition, Botuo Bio also expects to double its performance in the first three quarters of this year
.
Botuo Bio is mainly engaged in the research and development, production and sales of POCT diagnostic reagents.
The company forecasts the performance of the third quarter of 2021, with a net profit of 717.
5 million to 875.
0 million yuan, an increase of 1.
01 times to 1.
45 times year-on-year
.
It is worth mentioning that while a group of pharmaceutical companies are happy, there are also some pharmaceutical companies that expect a decline in their performance in the third quarter of this year, such as Shanghai Yizhong and Haixiang Pharmaceutical
.
Among them, Shanghai Yizhong is expected to lose 25 million yuan to 22 million yuan.
The company attributed the change in performance to: the issuer's paclitaxel micelles are still in the review stage of registration and listing applications and have not yet achieved commercial production and sales
.
Haixiang Pharmaceutical expects that the net profit attributable to shareholders of listed companies in the first three quarters will be 70-90 million yuan, a decrease of 75.
13%-80.
66% from the same period last year
.
The main factors contributing to the year-on-year decrease in net profit include: the large amortization amount of the employee stock ownership plan; the increase in raw material prices and the impact of exchange rate fluctuations; and the decrease in capacity utilization compared with the same period last year
.
However, the company said that it has focused on optimizing the industrial chain and the production capacity layout of core intermediates to consolidate the product foundation.
The capacity utilization rate will rebound in the third quarter of 2021, and profitability will gradually improve
.