Institutional research enthusiasm has declined in April, but medical and biological attention is still high

[Pharmaceutical Network Pharmaceutical Stock Market] According to statistics, since April, the institution has conducted a total of 20,503 surveys on 368 A-share listed companies.
This is compared with the total number of institutional surveys and 33,871 surveys conducted by 763 companies in March.
dropped
.

However, from the perspective of Shenwan's industry classification, the pharmaceutical and biological industry and the electronics industry have received high attention, with 44 and 41 companies receiving institutional surveys respectively, accounting for more than 10%
.

Among them, Mindray Medical became a company with a high degree of institutional research attention in April, and received a total of 551 institutional surveys, including 102 fund companies, 56 securities companies, 109 sunshine private equity, 38 insurance companies, 101 overseas institutions and 15 Home QFII
.

It is understood that as a supplier of medical devices and solutions, Mindray Medical's main products cover three major areas: life information and support, in vitro diagnosis and medical imaging
.

Since its listing, Mindray Medical's operating income and net profit attributable to its parent have maintained a steady growth of over 20%
.

According to the 2021 annual report and the 2022 first quarter report released by Mindray Medical, in 2021, the company's operating income will increase by 20.
18% year-on-year to 25.
270 billion yuan; the net profit attributable to the parent will increase by 20.
19% year-on-year to 8.
002 billion yuan
.

In the first quarter of 2022, the company continued the growth trend in 2021, achieving a year-on-year increase of 20.
10% in operating income to 6.
943 billion yuan; net profit attributable to the parent increased by 22.
74% year-on-year to 2.
105 billion yuan
.

 　　In addition to Mindray Medical, Tofflon has also attracted much attention, and was surveyed by more than 300 institutions in April
.

It is understood that Tofflon is a comprehensive pharmaceutical equipment service provider.
In 2021, its operating income will increase by 54.
83% year-on-year to 4.
192 billion yuan; its net profit will increase by 78.
59% year-on-year to 828 million yuan
.

Among them, in 2021, the company's bioengineering, medical equipment and consumables sectors will grow rapidly, and bioengineering revenue will more than triple year-on-year to 906 million yuan; medical equipment and consumables revenue will double year-on-year to 499 million yuan
.

The proportion of overseas income continued to increase to nearly 25%
.

 　　During the survey, Tofflon disclosed its deployment in extensional mergers and acquisitions.
The company said that active extensional mergers and acquisitions are mainly to complement and improve the company's product line, and the target will be considered whether it is overseas or domestic
.

In the field of medical equipment and consumables, it is mainly looking for overseas targets, and there have been cooperation and exchanges before; in the field of bioengineering, the direction of mergers and acquisitions is to improve product lines and build global business
.

It is reported that Tofflon set a revenue target of 5.
6 billion yuan in 2022 in its annual report, which means a year-on-year growth rate of around 33%
.

 　　In addition, Kaili Medical was surveyed by 160 institutions on April 27, 2022; Jianyou Co.
, Ltd.
was surveyed by 79 institutions on April 27, 2022; Puli Pharmaceutical also released a record of investor relations activities on April 27, 2022 According to the table, the company accepted a survey of 32 institutions on April 26
.

On April 27, Boji Pharmaceutical announced that there were 18 institutions investigating the company on April 26
.

 　　Among them, Boji Pharmaceutical stated in the survey that the company's profit in the first quarter of 2022 mainly comes from the gross profit achieved by the main business and government subsidies
.

In the first quarter of 2022, new orders will be about 200 million yuan, and as of the end of March, the amount of unrecognized revenue from orders in hand is about 1.
4 billion
.

The data shows that the main income of Boji Medicine in the first quarter of 2022 was 74.
1843 million yuan, up 34.
28% year-on-year; the net profit attributable to the parent was 12.
4619 million yuan, up 69.
11% year-on-year; the deducted non-net profit was 3.
5791 million yuan, up 24.
24% year-on-year
.

 　　In addition, Boji Pharmaceutical stated that in 2021, the company's clinical research service revenue accounted for 61.
66%
.

In terms of large clinical projects, the proportion of innovative drug projects also exceeds 50%
.

In general, the company has completed the transformation from generic drugs to innovative drugs, and the clinical business has a good momentum of development
.

In the field of traditional Chinese medicine, the company has always had a layout and development.
Traditional Chinese medicine has always been a characteristic field of the company.
This year, the business will also strengthen the undertaking of traditional Chinese medicine projects
.

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