The horizontal performance advantage of the pharmaceutical industry is prominent, or become the next round of investment focus

[pharmaceutical network market analysis] at present, the time point has entered the fourth quarter The industry believes that biomedicine, 5g industrial chain, non-bank finance and real estate are expected to become the next round of investment focus In the pharmaceutical sector, although in recent years, multiple factors such as medical insurance fee control, belt purchase, consistency evaluation and so on have affected the industry, only 8.7% of the loss side (deducting Non Profits) of the pharmaceutical listed companies is far lower than the loss side of the A-share listed companies of more than 17%, with the comparative advantage of horizontal performance The data shows that as of October 25, 913 companies in Shanghai and Shenzhen have disclosed the third quarter report, with a total operating revenue of 5.99 trillion yuan, an increase of 13.1% year-on-year; and a total net profit of 577.659 billion yuan, an increase of 20.65% year-on-year More than 60% of the companies achieved performance growth, including 288 companies with a year-on-year net profit growth of more than 30% Among the disclosed companies, biomedicine, mechanical equipment and other industries grew significantly, which became the main driving force for the overall performance improvement of Listed Companies in the first three quarters It is reported that more than half of the 229 listed companies in the information technology and biomedical industries have achieved performance growth Among the 76 companies that have disclosed the third quarter report in the high barrier sector of biomedicine, 53 have shown a trend of performance growth, and 23 have achieved a growth rate of more than 30% It can be seen that the overall growth momentum of biomedical industry is strong Some insiders pointed out in the third quarter report that in the long run, they are still optimistic about the sustainable growth of innovative drugs, as well as investment opportunities in the subdivisions of Biopharmaceutics, medical services and pharmaceutical retail A number of biomedical enterprises have strong growth momentum Among the biomedical companies that have disclosed the third quarter report, pharmaceutical companies such as Kaipu biology and Zhifei biology have performed well Among them, Kemp biology quarterly report shows that in the first three quarters of 2019, it achieved revenue of 518 million yuan, a year-on-year growth of 27.88%, and net profit attributable to the parent company of 105 million yuan, a year-on-year growth of 33.72%, with performance growth exceeding market expectations Kaipu biological said that the high-speed growth of performance in the first three quarters of 2019 was mainly due to the stable growth of the first-line variety HPV detection business and the increase of the market share of the second-line variety poverty and deafness base According to the industry, the potential risks of Kemp bio include huge increase in the early stage, slowing down of performance growth, reduction of major shareholders, etc Zhifei's third quarter performance was not bad either According to the third quarter report, Zhifei biology achieved revenue of 7.666 billion yuan in the first three quarters of 2019, a year-on-year increase of 119.35%; net profit attributable to the parent company was 1.763 billion yuan, a year-on-year increase of 62.25%; in the third quarter, the company achieved revenue of 2.627 billion yuan, a year-on-year increase of 84.64% As for the reason of performance growth, Zhifei biology said in the third quarter performance forecast that in the first three quarters of 2019, the company continued to promote vaccine production, sales, product import and export and promotion Up to now, all work has been carried out in an orderly manner, and the company's main business income, net profit and other important financial indicators have a better growth than the same period of last year The industry believes that the core products of Zhifei biology deserve attention Data shows that in the first three quarters of 2019, the company's issuance of core varieties increased rapidly, including 1.88 million nine price HPV vaccine batches, a year-on-year increase of 515%; 2.99 million five price rota vaccine batches, a year-on-year increase of 3462%; 3.97 million four price HPV vaccine batches, a year-on-year increase of 4% In addition, the R & D pipeline of Zhifei biology is rich Among them, EC diagnostic kit and micro card have completed technical review and are expected to be approved for market in 2020; 23 valent pneumonia polysaccharide vaccine, freeze-dried human rabies vaccine and tetravalent influenza virus split vaccine are steadily advancing clinical trials.