First half of 2020 A-share medical enterprise performance forecast! What is the impact of epidemic prevention normalization?
Last Update: 2020-06-19
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Recently, 541 companies in a share have released the interim performance forecast for 2020, which has entered the stage of centralized disclosure< br / > compared with previous years, this interim forecast is particularly special, and the epidemic has brought far-reaching impact to all walks of lifeAlthough there are signs of improvement in the epidemic situation in the second quarter, what is the medium-term performance of listed companies? Is the survival status of medical enterprises still under threat? < br / > as of June 2, 541 interim performance forecasts have been disclosed, accounting for 13.56% of the total number of A-share companiesMore than 40 medical enterprises have disclosed forecasts for the first half of the year< br / >< br / > from the perspective of the industry, the number of entrepreneurs in traditional Chinese medicine treatment of 104 companies that reported their performance was the largest, with 17; followed by 13 in electronic industry and 9 in electrical equipment< br / > there are 15 predicted performance turnarounds, accounting for 14.4% of the company, and 1 medical enterprise (Jiuan medical); 7 predicted performance earnings, accounting for 6.7% of the company, and 2 medical enterprises (haohaishengke and Sinopharm); 20 predicted performance increases slightly, accounting for 22.12% of the company, There are 6 medical enterprises (new industry, Enhua pharmaceutical, Zhejiang Pharmaceutical, Zhende medical, Wandong Medical, shuoshi Biology); < br / > the forecast performance increases by 59 in advance, accounting for 56.73% of the company, and 8 medical enterprises (Yuyue medical, Yuheng medical, Da'an gene, Fuxiang pharmaceutical, foci pharmaceutical, wohua pharmaceutical, Shangrong pharmaceutical, dongfulong)< br / > in the top 20 of the "pre increase list" of net profit in the first half of 2020, there are 3 medical enterprises, < br / > Da'an gene, with expected net profit of + 644% year-on-year, ranking seventh, reaching 30256.6-45 million yuan; < br / > Jiu'An medical, with expected net profit of + 502% year-on-year, ranking tenth, reaching 150-200 million yuan; < br / > wohua pharmaceutical, with expected net profit of + 210% year-on-year, ranking 18th, reaching 813062-96942000 yuan< br / > < br / > < br / / > however, affected by the epidemic situation, most of the company's mid-term forecast had losses to varying degrees, showing a downward trend compared with the same period last year< br / > among them, 280 listed companies, accounting for 52% of the total number of companies with published performance forecasts, 16 medical companies, < br / > predicted performance slightly reduced to 21, accounting for 7.5% of the total number of companies with decline, and 2 medical companies (South micro medicine and Jinshi sub medicine); < br / > predicted performance decreased to 106, accounting for 37.86% of the total number of companies with decline, There are 2 medical enterprises (CR 39, Kelun pharmaceutical); < br / > the number of companies with loss forecast has reached 153, accounting for 54.64% of the total number of declining companies, and 12 medical enterprises, Among them, 7 suffered the first loss (innovative medical, Zixin pharmaceutical, meinian health, Qianyuan pharmaceutical, Jilin holding, Tianmu pharmaceutical, and Bohui innovation), 4 suffered the second loss (Harbin Pharmaceutical Co., Ltd., Qianshan pharmaceutical machinery, Zejing pharmaceutical, and baiaotai), and 1 suffered the second loss (Shenzhou cell)< br / > in the top 20 of the "pre reduction list" of net profit in the first half of 2020, there are 3 medical enterprises in total, < br / > health in the United States ranks first, with an estimated loss of - 85 million yuan to - 65 million yuan, and the change range of predicted net profit is up to - 5148.16%; < br / > innovative medicine ranks eighth, with an estimated loss of - 70 million yuan to - 50 million yuan, and the change range of predicted net profit is - 415.15%; < br / > Zixin pharmaceutical ranks ninth, The expected loss is - 175 million yuan to - 135 million yuan, and the change range of predicted net profit is - 402.17%Novel coronavirus pneumonia is the first time thathas forecast 12 losses in the first half of this yearis more vulnerable to the outbreak of the new crown pneumonia< br / > on the one hand, medical equipment, APIs and so on have a rapid growth; < br / > on the other hand, the number of people who go to the hospital for medical treatment has decreased, which has affected the sales of some enterprises< br / > < br / >In 2019, the net profit lost 866 million yuan This means that the net profit loss in the first half of this year may have reached the level of the whole year 2019 < br / > as the "first brother" of private physical examination, the outbreak of the new crown epidemic this year directly led to the fact that the company's physical examination centers throughout the country were basically closed in February, and began to open in March under the guidance of the local health department < br / > although the company's business recovered in April and recovered further in May and June, it is expected that the overall income in the first half of the year will drop by more than 40% year on year, as long as the scale of the physical examination center is large, it will bring pressure on operating costs and capital < br / > Zixin Pharmaceutical Co., Ltd.: < br / > in the first half of 2020, Zixin Pharmaceutical Co., Ltd is expected to have a net profit loss of 175-135 million yuan, a year-on-year loss of - 402.17% - 333.1% was affected by novel coronavirus pneumonia The company's sales volume declined in the first quarter The two quarter of the company resumed normal production and operation and eased its business performance However, it is expected that the overall adverse factors will continue to exist in the first half of this year < br / > in addition, Zixin pharmaceutical industry has been exposed on the Internet recently, which is in deep crisis On May 15, some investors asked three questions about Zixin pharmaceutical's performance: < br / > the company has more than 6 billion liabilities and a debt ratio of 60%, while the operating net cash flow is negative and the financial financing cost is high The real thing is to borrow money to live How can the management resolve the debt crisis? To avoid the collapse caused by capital disconnection; < br / > the company's inventory accounts for more than 60% of the total assets, and most of the inventory is under forest participation How to manage these inventory? Weather, environment, pests and diseases all have an unpredictable impact on the forest participation, but no provision for inventory falling price has been made by the company Please ask the management how to ensure that the inventory is true, accurate and complete; < br / > the receivables and prepayments of the company have been large for many years, and they can't be collected while borrowing, how can the company manage it? < br / > the three characteristics "like st Kangmei", will Zixin pharmaceutical be the next explosive? < br / > innovative medical care: < br / > in the first half of 2020, the net profit of innovative medical care lost 70-50 million yuan, a year-on-year decline of 415.08% - 325.05% Affected by the epidemic situation, the operating revenue of the company's subordinate hospitals declined significantly, the operating cost of the hospital also increased slightly, and some hospital departments and medical service centers stopped diagnosis < br / > according to statistics, in the first half of the year, more than 40% of the pharmaceutical enterprises had expected good performance, among which 14 had increased their net profit in advance or slightly < br / > < br / > < br / > < br / > < br / > however, in the past three years, the operating revenue and net profit of Cr 39 have maintained a growth rate of more than 9% < br / > Yuheng Pharmaceutical Co., Ltd.: < br / > < br / > < br / > on the one hand, the market demand for epidemic prevention and control drugs and supplies has increased, leading to the continued benefit and substantial growth of the performance of some companies that produce epidemic related drugs and devices; < br / > on the other hand, the performance of some pharmaceutical enterprises whose main products are not related to the epidemic situation has declined < br / > however, in comparison, the pharmaceutical and biological industries rank "top" in the number of companies with both performance up and performance down Most of the companies that produce drugs and machinery related to anti new coronavirus have seen a substantial increase in performance < br / > overall field: < br / > pharmaceutical companies, Jilin Pharmaceutical Holding Co., Ltd., Laimei Pharmaceutical Co., Ltd., Asia Pacific Pharmaceutical Co., Ltd., Kangzhi Pharmaceutical Co., Ltd., Boji Pharmaceutical Co., Ltd., Xingqi ophthalmic pharmaceutical Co., Ltd., and saituo biological Co., Ltd.; < br / > medical service companies, Hejia Medical Co., Ltd., and Chuangjing life Co., Ltd.; < br / > testing companies, Huada gene, Yangpu Medical Co., Ltd < br / > IVD companies, Dean diagnostics; < br / > vaccine companies, Zhifei biological Co., Ltd., and Watson biological Co., Ltd < br / > low value consumables, After the impact of Q1, all fields of Jiu'An medical and Yingke medical are in the recovery stage at present.. < br / > the continuous progress of the epidemic in overseas, the demand for related epidemic prevention materials has increased dramatically At the same time, with the running of medical resources, there will undoubtedly be more uncertainty in the market in 2020 < br / > in the future, the competition in China's medical market is worth looking forward to.
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