The pharmaceutical equipment industry is coming out of a trough and is expected to usher in a new round of business cycle

[ Market analysis of chemical machinery and equipment network ] Pharmaceutical equipment company Tofflon issued a performance forecast on the evening of April 2.
It is estimated that the net profit attributable to shareholders of listed companies in Q1 of 2021 will be approximately 108 million to 123 million yuan, an increase of 130% to 160 year-on-year %; Basic earnings per share are between RMB 0.
17 and RMB 0.
20.
The company attributed its performance growth to: During the reporting period, the company continued to improve its operational management capabilities and order delivery capabilities around the development strategy of “systematization, optimization, and digitalization” and market demand.
Sales continued to be good, and operating performance increased steadily.

Due to the rapid growth of Tofflon's performance in the first quarter of 2021, Kaiyuan Securities maintains a "buy" rating.
The bank believes that Tofflon, as a pharmaceutical equipment* with a complete product line and outstanding technology and service capabilities, is expected to maintain rapid growth in its performance.

 

In addition to Tofflon, the performance of many pharmaceutical machinery companies in the first quarter of 2021 will also be disclosed one after another, and the industry as a whole is showing a scene of busy production and delivery.
For example, Chutian Technology recently stated on the interactive platform that the first quarter report was disclosed at the end of April.
It is reported that Chutian Technology has doubled the delivery tasks in the first quarter of this year; Xinlai Yingcai also replied to investors on the interactive platform on March 14 that the company has sufficient orders and production is very busy.
The company also stated that it will pay close attention to operating conditions.
If it is expected that the operating results of the first quarter require disclosure of performance forecasts as required by the Shenzhen Stock Exchange, the company will disclose them in a timely manner.

　　It is understood that since 2020, under the background of new demands and new requirements facing pharmaceutical companies, the pharmaceutical equipment industry has achieved rapid development.
Data show that in 2020, the total revenue of my country's pharmaceutical * equipment manufacturing industry is 19.
787 billion yuan, an increase of 14.
57% year-on-year, and the profit rate is 6.
44%.
From the data, it can be seen that the decline in revenue and net profit of my country's pharmaceutical machinery industry since the end of the GMP certification peak has been improved, the overall recovery trend is obvious, and the industry is coming out of the trough.  

　　In the long run, the pharmaceutical equipment industry is the upstream of the pharmaceutical industry.
With the transformation and upgrading of the pharmaceutical industry, demand will continue to expand.
The data shows that the year-on-year growth rate of fixed asset investment in the pharmaceutical manufacturing industry in 2020 and January-February 2021 was 28.
4% and 64%, respectively.
It can be seen that fixed asset investment is strong, which will also drive the expansion of demand for pharmaceutical equipment.
In this regard, the industry expects that the demand for pharmaceutical equipment will continue to be released, and the industry is expected to usher in a new round of business cycle.  

　　In addition, as far as the development trend of the pharmaceutical equipment industry is concerned, with the continuous improvement of drug quality requirements and the stricter supervision of the pharmaceutical industry, the safety, production efficiency, and stability of pharmaceutical equipment as the "parent machine" of the pharmaceutical industry are facing higher levels.
Requirements.
At present, the pharmaceutical machinery industry as a whole shows the development trend of integration, automation, and intelligence.
Under these trends, the installation of equipment is easier, the production is more efficient and low-cost, and the cross-contamination in the pharmaceutical process is further overcome, and the product and personnel environment are protected.
Security.  

　　Among them, intelligence is one of the important trends in the current pharmaceutical machinery industry.
With the continuous expansion of the domestic pharmaceutical industry and the continuous improvement of production levels, intelligent equipment will become a highlight of the industry's growth.
On the one hand, it will help liberate the hands of workers.
Reducing the risk of labor tension, on the other hand, is also conducive to improving production efficiency and productivity, and improving product quality.  

　　The author has learned that many large pharmaceutical machinery companies are seizing the opportunity to accelerate their deployment in the intelligent pharmaceutical equipment market.
For example, Canaan Technology announced in May 2020 that it intends to invest 189 million yuan of raised funds for the intelligent Chinese medicine extraction production line project.
The production line mainly produces and develops intelligent Chinese medicine extraction equipment.
It is expected to produce 90 sets of Chinese medicine extraction equipment per year.
; Chutian Technology passed its new smart manufacturing model project in Ningxiang, Changsha in 2020.
The project realizes the full life cycle management of products from the entire process of R&D, manufacturing, logistics, service, etc.
, and creates a new intelligent manufacturing model and intelligent manufacturing standards for pharmaceutical equipment, which is conducive to boosting the transformation of my country's pharmaceutical equipment enterprises to a new intelligent manufacturing model.  

　　Original title: The pharmaceutical equipment industry is coming out of a trough and is expected to usher in a new round of business cycle