Recently, the pharmaceutical industry ushered in the third quarterly report disclosure period
.
As of October 26, Wind data shows that a total of 141 A-share biopharmaceutical companies have disclosed three quarterly reports, of which 84 companies have achieved a year-on-year increase in net profit attributable to the parent in the first three quarters, accounting for 59.
57%.
During the disclosure period of the third quarterly report, the performance of the two major sectors of the pharmaceutical industry was outstanding (Image source: Pharma Network)
According to the companies that have disclosed their results and forecasts, the overall performance of the pharmaceutical industry is better, especially the overall performance of the medical device and CXO (pharmaceutical outsourcing services) sectors
.
In the medical device sector, many companies such as BGI, CapBiologics, Sinocare Biologics and other companies had a
year-on-year growth rate of net profit attributable to the parent in the first three quarters.
For example, BGI's operating income in the first three quarters increased by 15.
57% year-on-year to 3.
290 billion yuan, and the net profit attributable to the parent increased by 339.
85% year-on-year to 2.
022 billion yuan
.
In the third quarter, the operating income increased by 4.
63% year-on-year to 929 million yuan, and the net profit attributable to the parent increased by 4717.
83% year-on-year to 1.
678 billion yuan
.
Judging from the situation in the third quarter of 2022, BGI's various businesses have made steady progress and profitability has continued to improve
.
According to the first three quarterly reports released by Sinocare, the company's operating income increased by 13.
23% year-on-year to 1.
981 billion yuan; The net profit attributable to shareholders of listed companies increased by 84.
6% year-on-year to 363 million yuan; The net profit attributable to shareholders of listed companies before non-recurring profits and losses increased by 59.
63% year-on-year to 297 million yuan
.
According to the three quarterly reports released by CapBiologics a few days ago, the company achieved operating income of 4.
259 billion yuan in the first three quarters of this year, a year-on-year increase of 113.
82%; The net profit attributable to the shareholders of the listed company was 1.
488 billion yuan, a year-on-year increase of 130.
04%.
Its performance rose sharply, mainly due to the rapid development of
the company's business during the reporting period, which actively exerted its product technology and market advantages, strengthened market expansion, and achieved rapid business development.
In the CXO segment, related companies also continue to have a high degree of
prosperity.
Among them, on October 12, WuXi AppTec disclosed its performance forecast for the first three quarters of 2022, expecting to achieve operating income of 28.
395 billion yuan in the first three quarters of this year, a year-on-year increase of 71.
87%, and an expected net profit of 7.
38 billion yuan, a year-on-year increase of 107.
12%; It is expected that the non-net profit will be 6.
232 billion yuan, a year-on-year increase of 100.
64%.
Zhaoyan New Drug issued a performance forecast announcement on the evening of October 18, and it is expected to achieve a net profit attributable to the parent in the first three quarters of about 607 million to 657 million yuan, a year-on-year increase of about 144.
8% to 164.
8%; Non-net profit is expected to increase by 366 million to 410 million yuan over the same period of the previous year, an increase of about 168.
6% to 188.
6%
year-on-year.
The third quarterly report released by Porton on the evening of October 25 shows that in the first three quarters of 2022, thanks to the delivery of large orders received before, the company achieved operating income of 5.
218 billion yuan, a year-on-year increase of 157.
05%.
On the whole, the current prosperity of the pharmaceutical and medical device sector is showing a clear upward trend, which is the core main line
of investment in the pharmaceutical industry.
The industry believes that under the continuous promotion of domestic related enterprises to replace by centralized procurement and the trend of new medical infrastructure, the medical device industry is expected to continue to usher in a high prosperity
.
In fact, in recent years, the gradual development of China's medical device market has a certain scale, from 2015 to 2020, the scale of China's medical device market has increased from 480 billion yuan to 840 billion yuan, with an average annual compound growth rate of 11.
8%.
In the future, the industry is expected to usher in more investment opportunities
in the field of medical devices involving domestic independent controllability and import substitution logic.
In the CXO sector, due to the existence of high industry barriers and the continuous increase in the market share of domestic companies, the industry may be in a golden development period in the next five years, among which leading companies with risk aversion awareness are expected to embrace opportunities
.
={"common":{"bdSnsKey":{},"bdText":"","bdMini":"1","bdMiniList":false,"bdPic":"","bdStyle":"0","bdSize":"32"},"share":{},"image":{"viewList":[" weixin","sqq","qzone","tsina","tqq","tsohu","tieba","renren","youdao","fx","ty","fbook","twi","copy","print"],"viewText":"Share to:","viewSize":"24"},"selectShare":{" bdContainerClass":null,"bdSelectMiniList":["weixin","sqq","qzone","tsina","tqq","tsohu","tieba","renren","youdao","fx","ty","fbook","twi","copy","print"]}}; with(document)0[(getElementsByTagName('head')[0]|| body).
appendChild(createElement('script')).
src='http://bdimg.
share.
baidu.
com/static/api/js/share.
js?v=89860593.
js?cdnversion='+~(-new Date()/36e5)]; 
