In 2021, the trend of drug enterprise differentiation will become more and more obvious

In recent years, by the continuous introduction and development of national medical reform policy, the trend of drug enterprise differentiation began to become more and more prominent.
are: some companies sales, performance began to decline year after year, while others bucked the trend of growth; First, look at the performance differentiation.
as of December 15, 62 listed drug companies had issued full-year 2020 report card.
, the number of pre-happy companies reached 29, pre-growth, slight increase, turnaround, continued earnings of 18 companies, 3, 7 and 1 respectively.
from the pharmaceutical and biological industry belongs to the sub-sector, this year's performance of enterprises mainly concentrated in medical devices, accounting for more than half, some stocks such as Daan gene and other leading enterprises outstanding performance.
's net profit attributable to shareholders of listed companies is expected to exceed 2 billion yuan in 2020, reaching 2,000 million to 2.200 billion yuan, up 2069.63 percent from a year earlier to 2286.59 percent, according to a previous announcement by DaanGen.
noted that the cumulative increase in the Daan gene since the beginning of the year has been as high as 255.8 per cent.
Medical has seen a surge in demand for infrared thermometers, blood oxygen and other products so far this year, and is expected to drive a larger increase in the company's operating results in 2020 than in 2019.
2020, the company expects full-year net profit of about 54.74231 million yuan, an increase of about 641.95 percent, according to its announcement.
has carried out its regular business smoothly in various sectors since the beginning of this year, and sales of major products have also achieved steady growth.
its third quarter 2020 report, the company expects its net profit for 2020 to reach RMB1,656 million - RMB1,731 million, up 120.00% - 130.00% YoY.
companies in the outbreak against the trend of growth, of course, there are enterprises sales fell sharply.
from the three-quarter reports issued by various pharmaceutical companies, special one pharmaceutical industry, guangzheng ophthalmology, Ha Sanlian, Zixin pharmaceutical and other net profit pre-decrease will be more than 50%.
, Zixin Pharmaceuticals' net profit fell more than 526% year-on-year among pre-reduced enterprises.
, in addition to performance differentiation, pharmaceutical companies market value, product, personnel changes and other differentiation is becoming more and more obvious.
such as some listed pharmaceutical companies PE only 20-30 times but the market value continues to decline, but there are companies 600 billion body PE more than a hundred times and is rising.
it is understood that as of December 25, "Pharmaceutical Maotai" Hengrui Pharmaceutical share price of 115.01 yuan / share, up 5.71%, the total market value of more than 610 billion yuan;
For the development of pharmaceutical companies in the pharmaceutical industry presents a two-day situation of ice and fire, industry analysts believe that in the continuing in-depth medical reform policy, with volume procurement, consistent evaluation and other policies into the normal background, the pharmaceutical industry pattern is constantly changing, the industry structure is constantly optimized, leading to further differentiation within the industry is inevitable.
current trend, in 2021, the high probability will continue this market.
It is worth noting that in the pharmaceutical industry or continue to divide the market background, the industry believes that the future of head enterprises regardless of research and development or marketing advantages will become more obvious, in addition, innovative drugs, innovative medical devices, CXO and biological products and other industries to maintain rapid growth at the same time or will emerge more development opportunities.