June pharmaceutical industry orders index rose, upstream pharmaceutical industry production capacity is in good shape

China's manufacturing PMI in June was 50.9%, up 0.3 percentage points from the previous month, four consecutive months above the rongdry line, the manufacturing sector recovered steadily, supply and demand continued to pick up, and the import and export index improved, according to data released by the National Bureau of Statistics on June 30, the pharmaceutical and other industries, new orders and production index are significantly higher than last month, the industry recovery momentum is rapidindustry pointed out that the pharmaceutical equipment industry as the upstream of medicine, in this context, orders are gradually being released, production capacity is relatively goodpharmaceutical equipment (source: pharmaceutical network) pharmaceutical, general equipment and other industries new orders and production index rose, in terms of supply and demand, in June manufacturing production index and new orders index of 53.9 percent and 51.4 percent, respectively, up 0.7 and 0.5 percentage points from the previous month, including new orders index for the second consecutive monthfrom the industry situation, medicine, non-ferrous, general equipment, electrical machinery and equipment and other manufacturing new orders index and production index are significantly higher than the previous month, market demand improved, enterprise production momentum has been enhancedvisible in the pharmaceutical, general equipment and other industries recovery momentum is rapidat the same time, the expected index of production and business activity this month, although slightly lower, but still reached 57.5 percentindustry believes that it can be seen that manufacturing enterprises on the recent market recovery is more confidentfrom the industry situation, oil processing, automobiles, special equipment, electrical machinery and equipment and other manufacturing production and business activities expected to be higher than 60.0% for the second consecutive monthpharmaceutical production and equipment industry orders are gradually being released the pharmaceutical industry for the pharmaceutical machine industry downstream, into the second quarter, in its gradual resumption of production, the pharmaceutical equipment industry also followed closely, to help pharmaceutical companies accelerate the development and production tasksfrom the current operation of pharmaceutical equipment enterprises, industry production is gradually restored, enterprise orders gradually released, production capacity is relatively goodfor example, Dongfulong on June 19 on the interactive platform to respond to investors that the company's products are mainly non-standard customized pharmaceutical equipment, according to the order and delivery of production plansthe company's current production capacity is relatively saturatedit is worth mentioning that the Dongfulong market has been active in recent years and has attracted much attention from investors and institutionsthe first half of the year from April 22 to June 21, there are five stocks that increased significantly in the first half of 2020 (growth of 50% and above) by institutions, with Dongfulong's first-half net profit up 50% and the institution's net purchase of 7806.05 million yuan, the top net purchaseCanaan Technology also responded to investors in mid-May, saying the company's production capacity was well utilized to meet existing order demandalso recently bid for the use of state-owned construction land in Yongjia County, as the company's future project expansion or new project reserve land to meet the company's growing demand for orders in the futureChutian Technology in the recent release of the note report mentioned that from the new orders monthly growth of the situation analysis, with the gradual control of the epidemic, traffic control gradually liberalized, upstream and downstream enterprises gradually resume work, the initial backlog of potential orders gradually began to release, after mid-May 2020, German and Italian economic and social production activities gradually returned to normal, according to Romaco management feedback, in the future the company will be flexible working hours, rest and other ways to fill the affected parts of the non-realized capacity, to ensure the normal delivery of customer ordersThe steel industry price index in the upper reaches ofpharmaceutical machines is significantly higher than that of May, the upstream industries of the pharmaceutical equipment industry mainly include the steel industry and the machinery and electrical parts industry, the steel industry is one of the upstream industries in the pharmaceutical equipment industry, mainly for the pharmaceutical equipment industry to provide various types of steel, for pharmaceutical equipment brackets, main structural parts and non-standard mechanical parts productionthe price of steel is also the focus of the pharmaceutical industry because the cost of steel materials accounts for more than 70% of the total manufacturing cost of pharmaceutical equipmentthe manufacturing price index for June showed an increasethe purchase price index of major raw materials and the factory price index were 56.8% and 52.4%, respectively, up 5.2 and 3.7 percentage points from the previous month, both highs for the yearfrom the industry situation, steel, non-ferrous and other upstream industries, both price indices were higher than the previous month, rose to a high of more than 60.0%at present, the pharmaceutical machine industry ushered in some inflection points, related enterprises are accelerating the manufacture of pharmaceutical production and research and development equipment, the demand for steel materials may expandindustry believes that the steel price index, or the pharmaceutical industry has some impact