The pharmaceutical sector is optimistic, and many pharmaceutical stocks have been publicly offered in the third quarter

According to the disclosure of the performance of pharmaceutical companies in the third quarter of 2022, Wind data shows that as of October 26, a total of 141 A-share biopharmaceutical companies have disclosed their third quarterly reports, and nearly 60% of the company's net profit attributable to the parent in the first three quarters has increased
year-on-year.
In terms of segmentation, the overall outstanding performance is the medical device and CXO (pharmaceutical outsourcing services) segment
.
Among them, the company of CapBio in the medical device sector achieved operating income of 4.
259 billion yuan in the first three quarters of this year, a year-on-year increase of 113.
82%; The net profit attributable to the shareholders of the listed company was 1.
488 billion yuan, a year-on-year increase of 130.
04%.

In addition, the year-on-year growth rate of net profit attributable to the parent of many medical device companies such as BGI, Sinocare Biotechnology, and Kaikai Medical is also relatively obvious
in the first three quarters.
The CXO head enterprise Porton Co.
, Ltd.
achieved operating income of 5.
218 billion yuan in the first three quarters of 2022, a year-on-year increase of 157.
05%; The net profit attributable to the shareholders of the listed company was 1.
578 billion yuan, a year-on-year increase of 337.
42%.

Some securities institutions believe that the overall performance of the pharmaceutical industry is good, and the next market is expected to continue, and the medical device sector of the subdivision track, under the current encouragement of innovative medical devices, the marginal easing of centralized procurement policies, and the financial subsidized loan to support equipment renewal, will come out of a clear valuation repair market
.
In addition, innovative drugs, CXO, branded traditional Chinese medicines, etc.
are also the investment directions
of the pharmaceutical industry that many securities institutions believe.
Affected by better-than-expected performance and favorable policies, the pharmaceutical sector has rebounded recently, and a number of pharmaceutical-related ETFs, including Huabao CSI Healthcare ETF and E Fund's CSI 300 Pharmaceutical ETF, have received continuous net inflows
.
In addition, judging from the disclosed third quarterly report of the fund, the public offering also carried out an active layout of the pharmaceutical sector in the third quarter of this year, and many pharmaceutical stocks were increased by
the public offering in the third quarter.
For example, on October 26, the fund managed by fund manager Gülen released its third quarterly report, and among the top ten holdings of CEIBS Healthcare and CEIBS Medical Innovation funds under its management, Hengrui Pharmaceutical
, which had previously withdrawn, reappeared.
As of the end of the third quarter, CEIBS Healthcare held 60.
3656 million shares of Hengrui Pharmaceutical, an increase of 97.
52% over the previous period, with a market value of 2.
119 billion yuan, accounting for 3.
45% of the fund's net asset value, ranking eighth in the heavy position
.
CEIBS Medical Innovation held 15.
1743 million shares of Hengrui Pharmaceutical, an increase of 437.
96% over the previous period, ranking ninth in the heavy position
.
In addition to the fund managed by fund manager Gülen, Hengrui Pharmaceutical also entered the top ten heavy positions in the Golden Eagle Medical and Healthcare Industry managed by Han Guangzhe, Sino Analytica Flexible Allocation and Financing Healthcare Industry in the third quarter, holding 2.
7628 million shares, 1.
19 million shares and 1.
3193 million shares
respectively.
Mindray Medical and Aier Ophthalmology, which also received public offerings in the third quarter, are also worth paying attention
to.
Among them, Mindray Medical, held by China Europe Healthcare managed by Gülen, increased by 0.
53 percentage points in the third quarter, reaching 6.
58%, ranking the third most heavily weighted stock
.
And in the Central European Medical Innovation Stocks, there are also Aier Ophthalmology and Tigermed figures
.
Among them, Aier Ophthalmology increased its position by 0.
72% percentage points, accounting for 9.
9% of its position, still ranking the largest heavy stock
.
Chuangjin Hexin Healthcare Fund managed by Pi Jinsong also increased its holdings of Mindray by 0.
77% percentage points in the third quarter, holding 200,100 shares of Mindray, ranking the seventh most heavily weighted stock
.
In addition, the fund's top ten heavy stocks also appeared in the third quarter of the opening medical, Haitai Xinguang, Zhenghai Biotechnology and other new entrants
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice
to anyone.