According to the data, as of September 21, a total of 62 A-share companies have announced the results
of the first three quarters of 2022.
Among them, there are 43 companies with pre-performance (including pre-increase, slight increase, turnaround loss and continuous profit), accounting for nearly 70%.
From the perspective of the industry, the company is mainly concentrated in the chemical, new energy, semiconductor and other industries, in addition to the pharmaceutical and biological industry, there are also a number of pre-happy enterprises
.
For example, on September 19, Kaipu Bio released the first three quarters of 2022 performance forecast, during the reporting period, the net profit attributable to the shareholders of the listed company is expected to be 1.
35 billion yuan - 1.
45 billion yuan, an increase of 108.
68% -124.
14%
over the same period last year.
Opmai, which was listed on September 2, expects the company's net profit in the first three quarters to be about 77 million yuan to 85 million yuan, an increase of 63.
08% to 80.
02%
year-on-year.
On September 15, Kelun Pharmaceutical released the first three quarters of 2022 performance forecast
.
The company expects to achieve net profit attributable to the mother of the first three quarters of 2022 of 1.
315 billion yuan to 1.
442 billion yuan, an increase of 55% to 70%
year-on-year.
On August 29, Zuoli Pharmaceutical released a performance forecast, and it is expected to achieve a net profit attributable to the mother of 200 million yuan – 210 million yuan in the first three quarters of this year, an increase of 52.
07% -59.
67%
year-on-year.
In addition to the above-mentioned pharmaceutical companies, there are also Enhua Pharmaceutical, Xuantai Pharmaceutical, Meimei Medical, Enwei Pharmaceutical, Bidder Pharmaceutical and other pharmaceutical companies that also expect to increase
their performance in the first three quarters of 2022.
From the perspective of the reasons for the pre-increase in performance, some are benefiting from the company's continuous optimization of product structure and increasing sales of
newly approved products.
For example, Kelun Pharmaceutical said that one of the reasons for the growth in performance is that the company has made every effort to expand the market for infusion and non-infusion products, continued to optimize the product structure, increased sales of newly approved products, and increased
profits year-on-year.
In addition, some pharmaceutical companies are driven by market demand, and the company strengthens market expansion
by actively exerting product technology and market advantages.
Others are due to the growth of sales revenue of core products and the strengthening and expansion of the company's
business.
While the performance of individual stocks has received market attention, some stocks have been favored by
institutions.
For example, Opramai received research
from many institutions such as CMB Wealth Management from September 14 to September 15.
On September 9, the company announced that Cao Congcong of Everbright Pharmaceutical, Ouyang Jingcheng Xinyi of East Asia Qianhai, Xu Rui of Fuanda Fund, Yu Ruyi of Kaiyuan Securities, Wu Bingtao Chen Ying of Taixin Fund, Xu Hong of Oriental Red Asset Management, Chen Quanlong of Dacheng Fund, Wanjian of Tongyuan Investment, Zhang Shaohui of Debon Pharmaceutical, Fang Jin of Yuanxin Yongfeng, Lin Qijiang of Xinyuan Fund, Zheng Fei of Xinze Asset, Shao Jinliang of China Overseas Fund, Ren Shaocong of China Merchants Fund, Wang Yuhong of Jiutai Fund, and Zhao Hanhui of Yian Investment investigated the company on September 7, 2022
。 In addition, Kelun Pharmaceutical has also received research
from 13 institutions in the past month.
In the eyes of industry insiders, companies that disclose the performance forecasts of the first three quarters are often companies with relatively bright performance in the industry
.
The profitability achieved during the reporting period shows that the company has certain confidence in
its own capabilities and industry development.
As far as the pharmaceutical industry is concerned, the performance growth of this field is relatively stable, showing that the industry still has a high degree of prosperity, or the company's own outstanding performance, which is worth focusing on
.
It is worth mentioning that the above-mentioned people also reminded that in addition to comparing the performance forecast with the market's consistent expectations, investors also need to pay attention to the reasons for the growth of the company's performance, judge its sustainability and revise the medium- and long-term expectations
accordingly.
