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    Home > Medical News > Latest Medical News > 110 pharmaceutical companies half-yearly forecast polarization the first half of the total loss has reached 80% in 19 years

    110 pharmaceutical companies half-yearly forecast polarization the first half of the total loss has reached 80% in 19 years

    • Last Update: 2020-08-09
    • Source: Internet
    • Author: User
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    The sudden outbreak of the new crown in 2020 has had a significant impact on all walks of life, and the pharmaceutical industry is no exception.
    , according to the China Business Industry Research Institute, as of May 2020, the total loss of the pharmaceutical industry was 13.04 billion yuan, up 71.4% YoY, although in the past six months alone, the total loss has exceeded 80% of the total loss for the whole of 2019.
    E Drug Managers statistics as of July 15, 2020 at 24 hours A-share pharmaceutical biology sector (Shenwan industry classification) disclosed the first half of 2020 results forecast information for industry reference.
    As of 24 p.m. on July 15, there were 334 Listed A-shares, with 110 companies disclosing earnings announcements, according to Choice.
    of these, about 86 enterprises can achieve pre-growth, 24 pre-loss, net profit of up to 3.506 billion yuan; In addition, there will be 46 companies with negative growth, of which 17 will fall by more than 100 per cent, 18 will fall between 50 and 100 per cent, and 11 will fall below 50 per cent.
    notable, the biggest increase was in British Medicine, with an increase of 2864.1 per cent, while the biggest decline was in international medicine, down 7164.68 per cent.
    and in terms of net profit, almost all of the top 10 companies will reach net profits of more than RMB1 billion, of which the top three will be more than Rmb2bn.
    top-ranked Murray Medical will achieve a net profit of 3.269 billion yuan to 3.506 billion yuan.
    and The Merey Medical is also the most profitable company in 2019, with net profit of Rmb4,685m and total revenue of RMB16.556bn.
    the top three also have Xinhe Cheng (2.196 billion yuan to 2.311 billion yuan) and English Medicine (1.9 billion yuan to 2.1 billion yuan).
    looking at the enterprises that are expected to lose money in 2020, there are no enterprises with an expected loss of more than 1 billion yuan in terms of specific values, and the three enterprises with the largest expected losses are Us Year Health (650 million yuan to 850 million yuan), international medicine (335 million yuan to 355 million yuan), and Zixin Pharmaceuticals (100 million yuan to 150 million yuan).
    from the sub-sector, unlike in previous years, the first half of this year generally profitable enterprises are no longer chemical pharmaceuticals, but medical devices.
    the median net profit of the top 10 enterprises in the medical device industry was RMB1.04 billion to RMB1.12 billion, while the median net profit of chemical pharmaceutical industry was only RMB477 million to RMB519 million, the median net profit of the medical device industry was RMB149 million to RMB175 million, and the median net profit of chemical pharmaceutical was RMB 115 million to RMB138 million.
    and the medical device industry in the net profit growth has also made a good result, the top four companies have increased by more than 1000%, British Healthcare even reached 2864%.
    overall, the new crown epidemic "relics" seems to continue, then what makes the medical device industry "out of the blue", A-share pharmaceutical biological sector of the various sub-sectors in the past six months of specific development? 01 since the outbreak of the most bright industry - medical devices since the outbreak in the first quarter, whether it is the first quarter of pharmaceutical companies or just released half-year results forecast, the most noteworthy is the medical device sector, the largest increase of up to 2864.1%, the largest decline of no more than 75%, the median net profit change is also the highest 110% of each sub-industry.
    Yingke Medical is the company with the highest increase in net profit in the earnings forecast, with net profit expected to reach 1 billion yuan to 2.1 billion yuan.
    it is worth noting that on July 15th, Ingeco's shares rose and fell to 184.37 yuan per share, up nearly 1000% from its initial offering price of 16.79 yuan per share, making it the first non-techboard "10 times shares" this year, which took just seven months.
    from the specific business point of view, it is not difficult to find that the British medical and epidemic prevention needs match the high degree, its main structure includes medical supplies and medical durable equipment, medical gloves, masks are in the scope of its business, and the company also has electrocardiograms and other urgently needed medical equipment during the outbreak.
    in addition, Meirui Medical is also worthy of attention, its first-half net profit may reach 3.269 billion yuan to 3.506 billion yuan, revenue may reach 9.847 billion yuan to 10.667 billion yuan, ranked first in the A-share pharmaceutical and biological sector.
    Meirui Medical's high net profit can not be separated from the impact of the new crown epidemic, look at the spread of the global epidemic, life information and support line of monitors, ventilators, infusion pumps and medical imaging line of portable color super, mobile DR demand can not be underestimated, including monitors, ventilators, infusion pumps and other equipment demand is particularly significant, and these needs just in line with the business category of Meirui Medical, thus creating Ameri Medical's outstanding performance since the first quarter.
    at the same time, Murray Medical's business also includes in vitro diagnosis, although the impact of the new crown outbreak on in vitro diagnosis is negative, according to its announcement, Meirui Medical's export of new crown antibody reagents overseas to make up for the decline in in vitro diagnostic business.
    at 12 o'clock on the deadline, the total market value of Murray Medical has exceeded 400 billion.
    02 Chemical Pharmaceuticals: part of the business led the company's performance growth, research and development strength is the growth of "Wang Dao" chemical pharmaceutical industry is the most profitable industry in years, although this year by the impact of the new crown epidemic ranked down, the industry's median net profit change of -40.39%, but the industry is expected to Net profit remained relatively good compared to other industries, with only 6 of the 35 chemical and pharmaceutical companies reporting earnings forecasts expected to post a loss, with the industry's median net profit reaching between 115 million yuan and 137 million yuan, several times that of other sub-sectors except the medical device industry.
    specifically, the highest expected net profit is Xinhecheng (2.196 billion yuan to 2.311 billion yuan), ranking in the pharmaceutical and biological industry-wide ranking.
    Xinhecheng's main business for nutrition products, polymer materials and raw materials and other products, The price of pork has risen since 2019, and the price of RAW drugs caused by the outbreak of the new crown has risen, with public information showing that since 2020, the price of domestic vitamin A has risen from 313 yuan/kg at the end of 2019 to a maximum of 500 yuan/kg, the price of vitamin E has risen from 48.5 yuan/kg to a maximum of 77 yuan/kg, and the price of biotin has risen from 173 yuan/kg to a maximum of 300 kg.
    Lizhu Group also ushered in a better net profit forecast, net profit is expected to reach 961 million yuan to 1.035 billion yuan, the growth is expected to reach 40%, the expected net profit in the chemical and pharmaceutical sector ranked second.
    Lizhu Group's main business includes preparations, apiandic drugs and intermediates, diagnostic reagents and equipment three major sectors, its announcement said that, although affected by the impact of the epidemic, treatment and prescription decline led to the impact of performance, but the new crown virus antibody testing reagents still for the company to bring performance-driven.
    in addition, it is worth noting that the pharmaceutical industry, although the first quarter of its net profit reached TOP10, the half-yearly report net profit growth also entered TOP10, but Yuheng Pharmaceuticals announced a week ago, because it can not pay off all the debt, filed for bankruptcy reorganization.
    and the reputation of the pharmaceutical controller has been on the Heilongjiang richest man, known as the "merger and acquisition maniac", but from this year, Yuteng pharmaceutical development can be seen that capital operation can not bring sustained growth for a business, the real strength of research and development is "King Dao".
    03 Chinese medicine: Yiling and Red Day became the biggest winners Despite the outbreak period lianhua clear plague, blood must be net and other Chinese medicine is widely used in the treatment of new crown pneumonia, Toling Pharmaceuticals, Red Day Pharmaceuticals also ranked 60% and 10% of the net profit growth in the first half of the Chinese medicine industry TOP10.
    but on the whole, the industry's median net profit change is still -50.7%, of which Zixin Pharmaceuticals fell as much as 479.87 percent.
    's biggest growth was in Vauhua Pharmaceuticals, which reached 210 percent, and "digital transformation" was the main growth point of its profits during the outbreak, driven by its online marketing strategy.
    and Yiling Pharmaceuticals and Red Day Pharmaceuticals ranked top3 in the net profit of the Chinese medicine industry in the net profit of 682 million yuan to 728 million yuan and 315 million yuan to 385 million yuan respectively (first of which was China Resources 39, but its net profit change range was -50.07 percent).
    of course, the growth of these two enterprises can not be separated from the outbreak of the epidemic even flowers to clear the plague and blood must be widely used.
    04 Biological Products: New shares Kanghua Biological into the "most expensive" pharmaceutical stocks in the Chinese medicine, chemical and pharmaceutical industries ushered in a negative median net profit change, the net profit of biological products change reached 15%.
    biological products industry is the most noteworthy is the recent listing of Kanghua Bio, its listed less than a month of the share price exceeded 500 yuan, known as replacing Changchun Gao new "most expensive" pharmaceutical stocks.
    its half-yearly report shows that the first half of the net profit increased by 118.23 percent, ranking second in the whole biological products industry, net profit between 180 million yuan and 185 million yuan.
    Kanghua Biologicals in the business of the most eye-catching is the first domestic, is currently the only production of human dipoblast rabies vaccine enterprises, but from the overall market, Vero cell rabies vaccine market share is stronger, and the price is cheaper, only one-sixth of the human diploid rabies vaccine.
    but the human duodenovirus vaccine is the WHO recommended "golden standard" rabies vaccine, industry people think it has broad market prospects.
    original title: the first half of the total loss has reached 19 years 80%, 110 pharmaceutical companies half-yearly forecast polarization, up to 28 times, the maximum drop of more than 7000%
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