The pharmaceutical sector continued to strengthen, with three major trends in high-growth tracks

"Pharmaceutical Network Market Analysis" approaching September, 2020 listed companies half-yearly report disclosure will gradually come to an end.
incomplete statistics, as of August 26, 210 pharmaceutical listed companies have published half-yearly reports, of which 87% of the companies achieved double revenue and net profit growth.
noteworthy, from which the author found that medical devices, biopharmaceuticals, chemicals and other sectors are still rising faster, and the main high-growth track is showing three clear tracks.
in recent years, the medical device industry has become a very important track in the pharmaceutical industry, the market size increased from 43.4 billion yuan in 2006 to more than 500 billion yuan in 2018, with a compound annual growth rate of about 23.5%.
according to the China Medical Device Industry Development Report, between 2013 and 2016, the Ministry of Industry and Information Technology counted eight sub-sectors of the pharmaceutical industry, its annual growth rate has been above average, is in a period of rapid development.
, the industry predicts that China's medical device market size will reach 776.5 billion yuan by 2020.
note that compared with pharmaceutical companies, the profitability of the medical device industry is also more prominent.
year, the level of net profit in the medical device sector has been quite good.
Among them, 13 stocks, such as Dane Shares, Yingke Medical, Shanghai Shuba, Sinosun Shares, Teda Shares, Invik, Molding Technology, Chengmei Technology, Jingfang Technology, Shangrong Medical, Otja, Lundy Group, Dali Technology, etc., have doubled since the beginning of the year.
To this end, the industry believes that although China's medical device industry started late, but with the development of the economy and people's health awareness, from the hospital's high-end medical device equipment to convenient home medical devices will usher in a high degree of demand growth, will bring more broad prospects for the domestic medical device industry.
outbreaks in the relevant sectors of the epidemic have increased people's attention to the prevention of infectious diseases, and have further increased the sales of medicines and medical supplies to related enterprises.
As on August 25, China Pharma reported for the first half of 2020 that its operating income for the reporting period was RMB18,809 million, up 11.56 percent year-on-year, and net profit attributable to listed shareholders was RMB777 million, up 12.93 percent year-on-year.
annual report analysis of the first half of the operating situation, said that during the epidemic, the company's international trade sector to do a good job in the protection of epidemic prevention materials reserves and exports, achieved operating income of 7.244 billion yuan, up 84.02% YoY, operating profit of 863 million yuan, up 112.28% YoY.
and Zhifei Biological Semi-Annual Report also shows that in the first half of 2020, the year-on-year growth rate of net profit of revenue is more than 30%, the company's four-price and nine-price HPV vaccine, five-price round vaccine continued to release, coupled with micro-card, triple seedlings were approved in that, in the research products have entered the harvest period, its research related to the outbreak of the new vaccine has also entered the second phase of clinical stage.
The advantages of the whole industry chain enterprises are gradually showing three consecutive years of centralized procurement of drugs, for the pharmaceutical industry has a huge impact, some traditional pharmaceutical white horse stocks, with several generic drugs on the performance of stable growth year after year, but under the influence of centralized procurement, not only the performance dropped significantly, the stock price is difficult to make a good start.
, other pharmaceutical companies, such as Hengrui Pharmaceuticals, Fosun Pharmaceuticals and Enhua Pharmaceuticals, showed double growth in performance and share prices.
industry analysis, the advantages of these enterprises in the whole industrial chain in the volume of procurement is gradually emerging, and constantly open the gap with traditional enterprises, more competitive in the market.
As early as November 8, 2017, Baiji Shenzhou (Suzhou) Biotech Co., Ltd. production plant opened in Suzhou Industrial Park, marking Baiji Shenzhou from an innovative research and development enterprises to a set of research and development, production and sales of commercial enterprises in one.
industry believes that from a production point of view, with innovative pharmaceutical companies continue to production and commercialization of the entire industrial chain direction, industry concentration will continue to improve, the future of the domestic pharmaceutical industry will appear giant companies.