The pharmaceutical sector is changing, and many pharmaceutical stocks are up and down!

【Pharmaceutical Network Pharmaceutical Stock Market】News on October 31, the pharmaceutical sector has changed, including Inter Group, Jianzhijia, Miraculous Pharmaceutical and other stocks up and down, and First Pharmaceutical, Yixintang, Dajia Vikang and so on have followed suit
.
Among them, as of 9:49 on October 31, Inter Group was up and down, the stock was quoted at 12.
32 yuan, with a turnover of 71.
8 million, a turnover rate of 2.
00%, and a price-to-earnings (TTM) of 19.
62
.
Inter Group is mainly engaged in the wholesale and retail business of drugs and medical devices, that is, purchasing products from upstream pharmaceutical production or supply enterprises, and then wholesale them to downstream medical institutions, pharmacies, distributors, etc.
or directly selling them to consumers
through retail terminals.
On the news, the company disclosed its third quarterly report on October 28, 2022, achieving total operating income of 22.
313 billion yuan in the first three quarters of 2022, a year-on-year increase of 12%; The net profit attributable to the parent was 160 million yuan, a year-on-year increase of 18.
2%; Earnings per share were $0.
52
.
As of 9:49 on October 31, Kenzhijia opened the intraday limit, the stock is now trading at 60.
23 yuan, with a turnover of 94.
93 million, a turnover rate of 2.
71%, and a price-to-earnings (TTM) of 20.
11
.
According to the data, Kenzhijia is mainly engaged in the chain retail business of health products such as medicines, health foods, personal care products, household health products, convenience foods, daily consumables, etc.
, and provides related professional services
.
On the news, Kenzhijia released a third-quarter results announcement on the evening of October 28, saying that its revenue in the first three quarters of 2022 was about 4.
709 billion yuan, and the net profit attributable to shareholders of listed companies was about 193 million yuan
.
As of 9:49 on October 31, Magic Pharma is trading at 7 yuan, with a current turnover of 184 million, a turnover rate of 5.
56%, and a price-to-earnings (TTM) of 51.
89
.
It is worth mentioning that Miracle Pharmaceutical has risen and stopped 10 times in
the past year.
For the reasons for the change in the stock, the analysis believes that there are two main aspects
.
On the one hand, the company's main business is the research and development, production and sales
of drugs.
The main products include sodium cantharilate vitamin B6 injection, sodium cantharilate injection, loquat cough granules, powerful loquat dew, loquat cough capsules, golden crow bone tong capsules, coral ringworm clean, jingwu capsules, all-day hemp capsules, Yindanxintai pills, etc
.
On the other hand, the company actively explores OEM brand output, commercial distribution, promotes modern logistics extension services, explores new business models such as third-party logistics business, and invests in the construction of traditional Chinese medicine pieces processing base project and other health food production cooperation projects, enters the field of health product production, and continuously lengthens the company's industrial chain
.
From the perspective of pharmaceutical stocks that performed better on the 31st, pharmaceutical business concept stocks strengthened overall
.
On October 30, Guolian Securities released a research report on the pharmaceutical and biological industry, pointing out that pharmaceutical biology rose by 5.
63% year-on-year in October, outperforming the broader market
.
Among them, the pharmaceutical commercial sub-industry rose by 8.
66%.

The bank believes that after 2 years of valuation digestion, the valuation of the IVD industry is in the historical bottom range, the reagent collection plan has slowed down the industry's pessimistic expectations, leading enterprises without new crown business such as Antu Biologics and New Industry 2022H1 profits have maintained high growth, and chemiluminescence has maintained a high degree of
prosperity in outpatient clinics affected by the epidemic.
Continue to recommend Antu Biotechnology, New Industry, Mike Biotechnology, etc.
, and recommend paying attention to Shengxiang and Yahuilong
.
The medical equipment renewal cycle brought about by the subsidized loan policy continues to advance, and Mindray Medical and BGI Manufacturing continue to be recommended, and it is recommended to pay attention to United Imaging Medical, open a medical treatment, etc
.
Based on the direction of exchange rate changes, export-oriented enterprises are relatively beneficial, it is recommended to pay attention to the injection export industry, and continue to recommend Hepalink and so on
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice
to anyone.