More than 30 pharmaceutical companies announced their performance reports, and more than half of the companies reported good news!

The recent period is the performance disclosure period of major listed companies
.
According to statistics, from the beginning of this year to March 1, more than 30 pharmaceutical companies in the A-share market have disclosed their 2021 performance reports, and more than half of them have achieved performance growth
.
More than 30 pharmaceutical companies announced their performance reports, and more than half of the companies reported good news! (Source: Pharmaceutical Network) From the perspective of revenue, the four pharmaceutical companies, Kelun Pharmaceutical, Sinopharm Hyundai, Zhifei Bio, and WuXi AppTec, will have a revenue of over 10 billion yuan in 2021, while Wantai Bio and Pien Tze Huang will have revenue of over 10 billion yuan.
It is also more eye-catching, all of which are more than 5 billion yuan
.
In terms of net profit, 28 pharmaceutical companies have a net profit of over 100 million yuan.
Among them, Zhifei Bio’s net profit in 2021 will exceed 10 billion yuan, followed by WuXi AppTec with a net profit of 5.
097 billion yuan
.
In addition, Wantai Bio, Rejing Bio and other net profits exceeded 2 billion yuan
.
Many pharmaceutical companies have doubled their net profit in 2021.
For example, the net profit of Rejing Bio in 2021 will increase by more than 1800% year-on-year
.
In addition, Zhifei Bio’s net profit increased by 208.
88% year-on-year, and Haier Bio’s net profit increased by more than 100%
.
Of course, some people are happy and some are worried
.
While a number of pharmaceutical companies reported good results, there were also a number of companies whose performance declined or even suffered losses
.
For example, BeiGene, Zhijiang Biology, Bairen Medical, Baike Biology, Shenlian Biology, etc.
all experienced a decline in net profit, of which Baike Biology dropped by 41.
77%
.
Overall, the performance of pharmaceutical companies in 2021 will be significantly differentiated
.
Among them, companies in the fields of CXO, testing, vaccines, etc.
, such as Zhifei Bio, Rejing Bio and other representative companies performed well
.
Regarding the reasons for the growth in performance, the testing company Rejing Biotech, whose net profit has surged, said that mainly due to the impact of the epidemic, the antigen self-testing products developed by the company have successively passed the self-testing registration/filing of major economies such as Germany and the European Union, and quickly Application to local anti-epidemic demand has led to a significant increase in foreign trade orders; Zhifei Bio, a vaccine company with the highest net profit in 2021, said that its performance growth was mainly due to the continuous and steady increase in the sales of its own products and agency products. .
The innovative drugs and traditional Chinese medicine sectors are mixed
.
Among them, in the innovative drug sector, although some companies performed well, there were also losses
.
For example, BeiGene will lose about 10 billion yuan in 2021.
The company is a company whose main business is the research and development of new drugs.
The industry believes that its growth and profitability cycle is long, so it is difficult to achieve profitability in the short term
.
At present, the company has 11 products commercialized in China, of which 8 are licensed products
.
Among the self-developed products, in 2021, the company's global sales of Baiyueze have reached 1.
406 billion yuan, of which domestic sales are 652 million yuan.
The product has indications and is included in the new version of medical insurance, and the industry expects that the market will increase in volume in the future.

.
The same is true for Zejing Pharmaceutical.
The company's net profit in 2021 will be -414 million yuan, a year-on-year increase of 95.
2647 million yuan in losses
.
The main reason is that during the reporting period, the company's new drug research and development pipeline was further enriched, a number of innovative drugs were in the key clinical trial stage, and the research and development expenditure further increased
.
Regarding the performance of the pharmaceutical industry, Guosheng Securities believes that the rigid demand attribute of the pharmaceutical sector and the certainty of growth compared to other industries are unchanged.
The aging process continues to bring about the expansion of rigidly needed medicines and the penetration rate of health consumption upgrades.
Under the circumstance, it remains optimistic about the medium and long-term trend of the pharmaceutical sector
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.