It's coming!

It is the end of the year, and all walks of life are busy writing year-end summaries and new year plans
.
If Yaojiren wrote the 2021 summary report in the circle of friends, what would it be like? It's coming! The summary report of the circle of friends of the medicine machine in 2021 is released (picture source: Pharmaceutical Network) In terms of the performance of this year's plan, the three representative domestic medicine equipment companies, Chutian Technology, Dongfulong, and Canaan Technology are used as examples.
For example, in 2020, the net profit of Chutian Technology, Tofflon Technology, and Canaan Technology will be 201 million (+207.
62%), 460 million (+217.
9%), and 68 million (+32.
33%) respectively; the three companies’ The total operating income is more than 1 billion yuan, of which Chutian Technology's revenue is as high as 3.
576 billion yuan
.
According to the first three quarterly reports of 2021, in the first three quarters, the net profits of Chutian Technology, Tofflon, and Canaan Technology were 401 million yuan (+723.
53%), 558 million (+93.
69%), and 57.
682 million yuan (+10.
63%).
), compared with 2020, the net profit of Chutian Technology and Dongfulong in the first three quarters of this year has exceeded the data of the whole year of last year
.
In terms of revenue, the performance of these two companies is also relatively bright.
Tofflon's total revenue in 2020 is 2.
71 billion yuan, and the company's revenue in the first three quarters of this year has reached 2.
882 billion yuan
.
Chutian Technology generated 3.
682 billion yuan in operating income in the first three quarters, which also exceeded the 3.
576 billion yuan in the whole year of last year
.
From the perspective of institutional forecasts, as of December 17, 2021, a total of 5 institutions in Chutian Technology have made predictions on their 2021 annual performance in the six months.
The average net profit for 2021 is predicted to be 490 million yuan, compared with the same period last year.
An increase of 144.
44%; within six months, a total of 8 institutions have made predictions on the 2021 annual performance of Tofflon, predicting that the average net profit in 2021 will be 729 million yuan, a year-on-year increase of 57.
23%
.
In terms of R&D investment, Tofflon will invest 156 million yuan in R&D in 2020, accounting for 5.
77% of operating revenue
.
The R&D expenses in the first three quarters of this year were 166 million yuan, which has exceeded the R&D expenses for the whole year of last year; Chutian Technology will invest 288 million yuan in R&D in 2020, and R&D investment accounts for 8.
05% of revenue.

.
By this year, the company invested 307 million yuan in research and development expenses in the first three quarters, a year-on-year increase of 60.
7%
.
On the whole, the 2021 plans of these pharmaceutical machinery companies have been completed well, and some companies have exceeded their annual plans.
The analysis believes that this is inseparable from the high prosperity of the market
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In addition, most companies have shown an increasing trend in R&D investment, and the proportion of revenue is also increasing
.
Summary of gains and shortcomings In terms of gains, performance growth is one aspect.
In addition, some pharmaceutical machinery companies continue to upgrade their product structure under the continuous high R&D investment and strategic layout, and gradually harvest new products to accelerate the pace of import substitution
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The author briefly counted the highlights of the pharmaceutical equipment market this year in the article "Summary of the Highlights of the Pharmaceutical Equipment Market in 2021: Rapid Increase in the Proportion of Biopharmaceutical Products"
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For example, since 2021, the proportion of biopharmaceutical equipment of many pharmaceutical machinery companies including Chutian Technology has increased, and they have gradually entered the high-end field, opening the era of import substitution
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There are also shortcomings.
For example, the current technical problems of “stuck necks” of domestic pharmaceutical machines, including direct-coupled rotary vane pumps and drug analysis equipment, are still prominent and urgently need to be further overcome.
In addition, most small and medium-sized pharmaceutical machine companies are engaged in research and development.
Lack of effort, products are mainly concentrated in low-level R&D and repetitive production, and it is urgent to transform and upgrade from low-end to mid-to-high-end
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The Wish List of Pharmaceutical Machinery People in 2022 The author has sorted out the next wishes of some pharmaceutical machinery companies in the article "Spoiler for the Pharmaceutical Machinery Industry Planning in 2022: Chutian Expects the Performance Growth Target for Next Year to Not Be Less than 20%", such as In the next stage, Chutian Technology will focus on both product and market, and plan to increase its revenue and net profit by not less than 20% from 2021 next year; Tofflon said it will continue to deepen the international market and strengthen the promotion of new products.
Steadily increase its share in the international market; Tailin Bio plans to carry out localized substitution of high-end instruments and equipment, and participate in international high-end competition
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Now that the balance in 2021 is obviously insufficient, and 2022 is approaching soon, what will the medicine machine man do next, and what new gains will it have? Stay tuned!