In the past 5 trading days, more than 100 listed companies have been investigated by institutions, and this pharmaceutical company has been investigated by institutions 5 times!

According to data treasure statistics, in the past five trading days (December 8 to December 14), about 142 listed companies in Shanghai and Shenzhen have been investigated
by institutions.
In the institutional research list, a total of 60 companies have been surveyed by more than 20 institutions, including Qiaqia Food, Nanwang Technology, Topstar, Huayang Group, etc
.
From the perspective of the number of institutional surveys, Zhenbao Island has attracted much attention from institutions, with a total of 5 institutional surveys
.
On December 16, Zhenbao Island announced that the company was investigated by institutions on December 15, 2022, and the institutions participating in the survey included Wanhe Securities, China Overseas Fund, Huaxia Pension, Shenzhen Maoyuan, Shanghai Chongshan, Oriental Marathon, Fu Quoc Chase, etc
.
In the interactive session, the institution mainly focuses on the company's product layout, Chinese herbal medicine revenue, competitive advantage, and the status of companies in the industry
.
In view of the recent high prices of some medicinal materials, the company believes that from the perspective of the supply and demand market, after liberalization, traditional Chinese medicine anti-epidemic will continue to be recognized to a certain extent, and it will be in a tight supply state for a period of time in the future, which will also stimulate the possibility of rising the price of traditional Chinese medicinal materials
.
In addition, in terms of respiratory cold-related products that have attracted much attention recently, the company has related proprietary Chinese medicines and APIs of Chinese herbal medicines, and the oral preparations of proprietary Chinese medicines will have a recovery growth
in the next 3-6 months.
On the same day, Zhenbao Island announced that on December 14, the company also received a number of institutional surveys, including Huatai Berry Management, Ping An Asset Management, Huaan Fund, Anbang Asset, Oriental Marathon, etc
.
In this Q&A session, the company's profit model, repurchase and equity incentives, formula granules, the impact of proprietary Chinese medicines on the pharmaceutical industry, and the direction of future development trends have attracted institutional attention
.
Centralized procurement is a major challenge faced by pharmaceutical companies in recent years, and the company said that the current inter-provincial centralized procurement alliance of proprietary Chinese medicines has completed Hubei, Guangdong and Shandong, and the company has made strategic responses
.
In the future, the company will actively participate
in the centralized procurement of other provinces according to the variety and drug situation.
In addition, in terms of formula granules, the company said that "because Jumbo Island is currently a participating shareholder, there is not much impact
.
" On December 13, Jumbo Island also released a record of investor relations activities, and the company was surveyed
by four institutions on December 13, 2022.
In this round of institutional Q&A session, the institution mainly focused on the company's progress of innovative Chinese medicine drugs and the secondary development of traditional Chinese medicines, the response strategies for the centralized procurement and price reduction of proprietary Chinese medicines, the situation of formula granules, and the future promotion strategy of blood injection
.
Among them, in terms of innovative Chinese medicine and secondary development of traditional Chinese medicine, the company replied that the two varieties with faster progress are Qingxian and stomach formula, and the other is Qiang Huosheng wet soup
.
At present, the progress of R&D is in line with expectations
.
In terms of secondary development of traditional Chinese medicine, the company carries out secondary development of existing core key products, carries out research on evidence-based medicine, standard improvement, new dosage forms, new specifications, new indications, etc.
, so as to enhance the competitiveness of the drug market and extend the life cycle of drugs, all of which comply with relevant national regulations
.
In addition, on December 9, Zhenbao Island announced that from December 8 to December 9, the company received research from Red Earth Innovation and other institutions
.
From the interactive Q&A session, there are many similarities between the concerns of the organization and the issues mentioned above
.
For the performance expectations in the next few years, the company said that with the country's friendly policies for traditional Chinese medicine injections, injection products are expected to have a certain recovery growth in the future, and with the lifting of medical insurance payment restrictions, oral preparations are also expected to have some room
for improvement.
In the field of Chinese medicinal materials, the current demand for medicinal materials of major Chinese medicine manufacturing enterprises is large, but the gross profit margin of Chinese medicinal materials is not high, and in terms of profit contribution, the gross profit margin of spot trading is currently about 5%, and the gross profit will be improved
in the future with the development of different trading modes.
According to the third quarter report of 2022, the company achieved a total operating income of 3.
320 billion yuan in the first three quarters, a year-on-year increase of 22.
77%; The net profit attributable to the parent was 153 million yuan, down 36.
68%
from the same period last year.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.