According to statistics, 552 companies have disclosed their 2020 half-year results forecast, of which 47 companies are expected to achieve a year-on-year increase in net profit of 100% or moreFrom the industry classification (ShenWan level) point of view, the company is mainly distributed in the pharmaceutical biology, electronics, electrical equipment and other industriesOf the 47 companies, the pharmaceutical and biological sector accounted for seven, showing relatively strong vitality.
Since this year, the performance of pharmaceutical-related listed companies has undoubtedly attracted much attentionDaangen issued a earnings forecast on the evening of April 29, saying that the company's first half of 2020 is expected to net profit of about 303 million yuan to 40 million yuan, up 4.0 times to 6.44 times year-on-yearThe reasons for the change in performance include a significant increase in the market demand for nucleic acid testing reagents.
Jiu'an Medical disclosed the 2020 half-year results forecast that the company is expected to achieve a net profit of 150 million yuan to 200 million yuan in the first half of the year, a year earlier to achieve a profit.
Huahua Pharma expects net profit attributable to shareholders of listed companies to be RMB813.62 million to RMB96.942 million in the first half of 2020, up 160%-210% YoY.
Yuheng Pharmaceuticals expects net profit to be $630 million to 680 million in the first half of the year, a year-on-year increase of 171.22% to 192.75 percent, and an average net profit growth rate of 9.06 percent in the chemical and pharmaceutical industryThe Company's forecast is based on the following reasons: the increase in the Company's performance over the same period last year was mainly due to the impact of non-recurring profit and loss, which was mainly due to the Company's recognition of the relevant proceeds from the sale of 100% of Aono Pharmaceuticals during the reporting periodExcluding these factors, the company's January-June 2020 results are expected to show a significant decline compared to the same period last year.
Xiang Xue Pharmaceutical sienwed a first-half profit of 134 million yuan to 151 million yuan, up 140 percent to 170 percent year-on-yearXiang Xue Pharmaceutical said that the first quarter of the market demand for the company's products increased significantly, the company to do a good job in the premise of prevention and control to catch up with production, to ensure the supply of the company's products, epidemic prevention and control drugs and supplies sales to achieve a substantial increase.
In addition, Fuci Pharmaceuticals and Fuxiang Pharmaceuticals expect good first-half results, and Forts Pharmaceuticals expects net profit attributable to shareholders of listed companies to be 801.219 million to 102 million in January-June 2020, a year-on-year change of 80.00% to 130.00%, and the average net profit growth rate of the Chinese medicine industry is 7.18%Fuxiang Pharmaceuticals expects net profit attributable to shareholders of listed companies to be RMB217 million - RMB240 million in the first half of 2020, up 90% to 110% YoY.
Industry analysts believe that medicine belongs to a typical growth industry With the aging of the population, the continuous upgrading of consumption and the promotion of health insurance policy, the future health defense efforts continue to increase, will drive the pharmaceutical biological performance thickening, the pharmaceutical industry still has better development, some sub-sectors such as innovative drugs, apits and other sectors worthy of investment attention.
Among them, the innovation drug circuit is generally favored by the industry, many industry people believe that the direction of innovative drugs is the future trend, in a series of favorable innovative drug development policy implementation, layout of enterprises will be more and more, the next few years will slowly divide, the current investors mainly focus on product lines, the future need to pay more attention to the sales capacity of enterprises.
The API industry is affected by environmental protection and volume procurement, the supply accelerated to the head of enterprise concentration, some small and medium-sized enterprises are withdrawing, and environmental protection standards of leading enterprises are expected to continue to benefit At present, the voice of API enterprises is constantly improving, the head enterprise has a strong bargaining space.
Data show that so far this year, the biopharmaceutical sector has risen more than 30% Seven companies on track to double their first-half net profit rose an average of 57.71 per cent.