Another pharmaceutical company disclosed the first three quarters of this year's performance pre-increase announcement!

【Pharmaceutical Network Industry News】As September gradually comes to an end, listed companies have entered the stage of disclosing the first three quarters of performance forecasts, and since this week, another pharmaceutical company has disclosed the pre-increase announcement
of the performance of the first three quarters of this year.

On September 26, Besmei released the first three quarters of 2022 performance forecast, 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.

As for the reasons for the change in performance, Besmei said in the performance forecast that in the first three quarters of 2022, the company focused on environmentally friendly pesticides and intermediates business, established a stable customer base while developing rapidly, and continued to develop new high-quality customers such as BASF, an international agricultural chemical leading company; At the same time, the company actively responds to market changes, product quality is stable, and the sales pricing of main products has been improved; The company continues to adhere to the technological innovation as the driver, fully implement refined management, and actively promote the transformation to digital, information, intelligent management, consolidate the company's dominant position in the industry, and enhance profitability
.

According to the data, Besmei is an enterprise focusing on environmentally friendly pesticides, a head enterprise in the field of dimethylpentylene subdivision, with the production and research and development capabilities of the whole industrial chain of dimethylpentylene, and the ability to become a qualified strategic supplier of
multinational pesticide enterprises.

Wind data shows that as of September 28, 79 listed companies have disclosed the first three quarters of the performance forecast, of which 25 pre-increase, 24 slightly increased, 5 continued to profit, 0 turned a loss, a total of 54 companies reported good news, accounting for nearly 70%.

Among the good news companies, 37 expect net profits of more than 100 million yuan, and 14 expect net profits to increase by more than 100%.
From the perspective of industry distribution, the performance of the company is mainly distributed in electronic components and equipment, chemical raw materials, industrial machinery, medicine and other industries, and the number of traditional Chinese medicine industry companies has more than 10
.

In the pharmaceutical field, it is expected that the net profit in the first three quarters will exceed 100 million yuan, including Zuoli Pharmaceutical and Kelun Pharmaceutical, among which, Kelun Pharmaceutical is expected to achieve a net profit attributable to the mother in the first three quarters of this year of 1.
315 billion yuan to 1.
442 billion yuan, an increase of 55% to 70%
year-on-year.

Pharmaceutical companies that are expected to increase net profit by more than 100% in addition to Besmei, as well as Kaipu Biological, etc.
The first three quarters of 2022 performance forecast released by Kaipu Bio shows that during the reporting period, the net profit attributable to the shareholders of listed companies increased by 108.
68% -124.
14% over the same period last year, and the expected profit is 1.
35 billion yuan - 1.
45 billion yuan
.

Overall, the prosperity of the pharmaceutical industry in the first three quarters of this year is good, and many brokerage institutions have expressed optimism about the performance of the industry in the middle and late stages
.

For example, Ping An Securities has pointed out that the recent policy risks in the pharmaceutical sector have been released in a concentrated manner, and the national epidemic situation has also been well controlled, and at this time, it is necessary to pay attention to the marginal improvement of the upward sector
.

With the control of the epidemic, the performance of the pharmaceutical industry in the third quarter is expected to achieve accelerated growth, and in the medium and long term, pay attention to the basic aspects of the post-epidemic period
.

Guojin Securities suggested that we focus on performance certainty and growth, pay attention to the reversal opportunities at the bottom of the pharmaceutical allocation in the third quarter, and continue to be optimistic about the growth of pharmaceutical innovation, advanced pharmaceutical manufacturing and pharmaceutical consumption
.

Industrial Securities also believes that the preliminary analysis of the third quarter performance of the pharmaceutical sector still continues to grow relatively stable and fast, some segments are due to the impact of the epidemic in Q2, and Q3 shows a state of
improvement from the previous quarter.

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
.

In terms of segmentation, it is expected that the Q3 of life science upstream, ophthalmic optometry, some domestic alternative medical devices, CXO, some vaccines, pharmacies and other sectors is expected to achieve better performance growth
.

Disclaimer: Under no circumstances does the information herein or the opinions expressed in this article constitute investment advice
to any person.