Pay attention to the fast-growing sector in the first quarterly report. Yesterday, many pharmaceutical companies disclosed that their performance increased by more than double

Analysts pointed out that they are optimistic that the rebound of the pharmaceutical sector will continue.
In the current window period of the first quarterly report of the annual report, it is recommended to make an active layout, mainly focusing on the sectors and individual stocks that are expected to grow rapidly in the first quarterly report
.
According to the sorting out, on March 31, a number of companies disclosed their first quarterly performance forecasts.
Among them, the performance of many companies in the pharmaceutical field increased by more than 100% year-on-year
.
For example, Tonghua Dongbao disclosed its performance forecast on the evening of March 31.
In the first quarter of 2022, the company is expected to achieve a year-on-year increase of about 142.
63% in net profit attributable to shareholders of listed companies, or about 817 million yuan
.
Kaipu Bio disclosed its performance forecast on the evening of March 31.
It is expected that the net profit in the first quarter of 2022 will increase by 109.
38%-144.
27% year-on-year, or about 360 million to 420 million yuan
.
Regarding the reasons for the growth in performance, Tonghua Dongbao said that during the reporting period, the company's revenue scale continued to grow; at the same time, the sale of some shares in Xiamen Tebao Bioengineering Co.
, Ltd.
increased investment income, and better concentrated its efforts to accelerate the development of innovative pharmaceutical companies.
transformation
.
It is reported that in the first quarter of 2022, Tonghua Dongbao will continue to strengthen scientific and technological research and development, continue to increase research and development investment, accelerate the research and development process of various product pipelines, and some projects have achieved phased progress
.
Among them, the company's soluble glargine lispro double insulin injection (BC Combo) has been approved by the State Food and Drug Administration for clinical application; the production of oral hypoglycemic drug empagliflozin tablets and APIs have been accepted, and sitagliptin metformin The application for registration of additional specifications of tablet drugs has also been accepted
.
Kaipu Bio said that the company continued to promote the integrated business model of "nucleic acid testing products + medical testing services", continued to implement the "nucleic acid 99 strategy" and "Kaipu B53 nucleic acid remote strategic service plan", and actively utilized the company's product technology and market.
Advantages, strengthen market expansion
.
During the reporting period, the company's third-party medical laboratories (including Hong Kong) actively participated in the prevention and control of the epidemic.
Due to the increase in demand for nucleic acid testing, the sales of sampling consumables and nucleic acid extraction reagents have been boosted, and the company's business has achieved rapid development.

.
In addition, Canaan Technology also released a performance forecast on March 31, 2022.
According to the forecast, Canaan Technology expects that the net profit attributable to the first quarter of 2022 will increase by 50% to 80% year-on-year, about 16.
1357 million yuan to 19.
3628 million yuan
.
The announcement shows that during the reporting period, Canaan Technology continued to improve the management and operation platform in strict accordance with the development plan and business objectives formulated, actively promoted endogenous growth and extensional development, and gradually implemented the "solid preparation intelligent factory overall solution provider" and the strategic layout of the big health industry; the demand in the downstream pharmaceutical industry is relatively strong, resulting in a steady increase in project orders; as of March 31, 2022, the orders in hand are about 1.
2 billion yuan (excluding tax), of which pharmaceutical equipment orders exceed 1 billion yuan ( tax not included)
.
In addition, according to the analysis of the pharmaceutical companies that released the first quarter 2022 performance forecast on March 30, Haixiang Pharmaceutical and so on
.
Among them, Haixiang Pharmaceutical's net profit attributable to shareholders of listed companies during the reporting period increased by 50%-80% over the same period of the previous year, approximately RMB 85.
7819 million - RMB 102.
9382 million
.
Regarding the growth in performance, Haixiang Pharmaceutical said that during the reporting period, the company's industrial chain optimization and new product layout were fruitful, and the company's performance grew steadily; the company seized the opportunity to release production capacity to increase sales, especially the leading products in the pharmaceutical sector achieved a boom in production and sales, with sufficient orders , The unit selling price increased, overcoming the adverse effects of rising raw materials and exchange rate fluctuations, and gradually improving profitability
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.