This pharmaceutical stock was surveyed by more than 100 institutions in 2 days!

On December 19, Prudent Medical successively issued two batches of announcements on institutional research, and on December 13 and December 14, the company was investigated by 68 and 53 institutions respectively
.
Among them, the company's reception information on December 13 showed that the reception objects included 4 securities companies, 21 fund management companies, 11 asset management companies, etc
.
In the Q&A session, the agency mainly focused on the changes in the company's demand for protective products after the policy was liberalized, the prediction of the future trend of the epidemic, the attack on N95 and production capacity
.
The company said that after the liberalization of the epidemic policy, the public's demand for N95 and KN95 masks, medical surgical masks, antigen test kits, disinfectant wipes, hand sanitizer gel, gloves and other products has increased
.
Recently, antigen reagents have set off a rush to buy, and the market is in short
supply.
On April 13, Robust Medical said on the interactive platform that the company's
newly listed new crown antigen kit was in cooperation with Affron.
In this institutional survey, the company said that it has maintained friendly cooperation with Avron, and its recent revenue in antigen reagents has exceeded the total of the first few months of 2022, and Alpharon is also continuing to supply antigen test kits
to the company.
However, the company also pointed out that antigen detection reagent products currently account for less than 1% of the company's revenue, please pay attention to investment risks
.
In addition, on the issue of production capacity, the company said that combined with the trend of foreign epidemics and the current situation of domestic epidemic prevention, the company needs to comprehensively consider policy changes and demand and prudently decide on capacity expansion plans
.
According to the company's reception information on December 14, the reception objects include 5 securities companies, 11 asset management companies, 21 fund management companies, etc
.
In this round of interactive sessions, the issues of concern of institutions are also the same as on the
13th.
According to the data, Robust Medical is headquartered in Shenzhen, is a medical and health enterprise with 7 wholly-owned production subsidiaries, the company through "winner Robust Medical" and "Purcotton Cotton Times" and "PureH2B Jinliang Life" three major brands covering medical and health, personal care, home care and other domestic and foreign fields
。 According to the 2021 financial report, the company's large health product system includes wound care products, infection protection products, disinfection and cleaning products under the medical consumables segment, non-woven consumer goods and textile consumer goods under the healthy life consumer goods segment, and industrial intermediate cotton spunlace non-woven fabrics
.
Specific products include gauze sheets, non-woven sheets, masks, protective clothing, etc
.
In recent years, thanks to the significant increase in sales of protective products in medical consumables, the company's performance has also ushered in explosive growth
.
Among them, in 2020, the net profit attributable to shareholders of listed companies was about 3.
810 billion yuan, a year-on-year increase of 597.
5%; The operating income was about 12.
534 billion yuan, a year-on-year increase of 173.
99%.

Among them, the medical consumables business achieved the main business income of 8.
684 billion yuan, an increase of 616.
36%
over the same period of the previous year.
In 2021, the robust medical end and the consumer side will go hand in hand, the revenue volume will be comparable, the channel expansion will be quite effective, and the two-wheel drive pattern will gradually take shape
.
Among them, in the medical consumables sector, the sales revenue of domestic hospitals was 1.
246 billion yuan, an increase of 12.
46% over 2020; The sales of medical C-end (pharmacy + e-commerce) exceeded 1 billion yuan, of which the sales revenue of medical e-commerce channel reached 677 million yuan
.
According to the third quarterly report of 2022, the company still achieved both growth in revenue and net profit
.
The main revenue reached 7.
642 billion yuan, a year-on-year increase of 31.
31%; net profit attributable to owners was RMB1.
25 billion, up 13.
25% year-on-year; Non-net profit was RMB1.
149 billion, up 21.
08%
year-on-year.
Among them, the medical business achieved revenue of 4.
83 billion yuan, a year-on-year increase of 56.
8%.

As of the close on December 19, Robust Medical closed at 73.
07 yuan, down 3.
86%, with a turnover rate of 2.
56%, a volume of 34,800 lots and a turnover of 256 million yuan
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.