The Epidemic Rewrites A Quarterly Newspaper Performance Line: Masks, Epidemic Prevention Industry, Profit Growth, And High Growth Persistence.

? ? How can the epidemic be rewritten in the first quarter?

In the epidemic period, the stocks such as masks, medicine, mobile games and cloud offices began to hand over the answers. Worthy of the name, many industries appear to be "exploding".

Pharmaceutical, medical and other industries downstream demand growth, Li Bang instruments, Boteng shares, Yang Pu medical performance increased significantly.

More subdivision, the masks industry chain company's performance is the most brilliant, Hao Zhi electromechanical parts business growth due to masks machine, net profit in the first quarter increased by about 5 times; Tianhua super medical device sales drive the first quarter performance growth, net profit increased by nearly 3 times; Yanjiang shares, tusta and other masks (machine) business growth, net profit doubled in the first quarter.

In addition, Yao Ming technology as the representative of hand travel, kming noodle industry, golden ham, Twin Towers food as the representative of fast food, have achieved substantial growth in performance.

Overall, from the downstream demand, the above industry's first quarter growth is expected in the market. But entering the two quarter, with the domestic epidemic tends to be stable, whether the performance growth of these hot industries can continue, there is still uncertainty.

Mask industry chain profit burst list

The epidemic almost affects all walks of life. As of April 7th, a total of 180 companies in the first quarter of the 263 statistics released by reporters showed that the epidemic was mentioned in the notice. A notable common feature is that the companies whose performance is declining is basically the delay in the middle and lower reaches of the epidemic, the shortage of raw materials, the reduction of orders and the increase in costs.

At the same time, more than 5 of the enterprises are carrying the pressure of the epidemic. The total profit of 145 companies has increased, and the performance of 40 companies has increased by more than 100%. The company is mainly concentrated in pharmaceuticals, medical devices, general equipment, high and low voltage equipment, computer industry and so on.

The most obvious benefiting from the epidemic is the mask industry chain and the pharmaceutical industry.

Such as Haozhi mechanical and electrical net profit in the first quarter of about 13 million yuan -1360 million, an increase of 495%-522% over the same period, the growth rate ranked the forefront of the A share market. It mentioned that the company took the initiative to undertake social responsibility, and took part in the production tasks of some mask machine spare parts. The ultrasonic welding system developed by the company has brought about a certain business increment.

"Although it is not possible to disclose the proportion of masks parts business in detail, it can be said that the contribution to the performance is quite large." In April 7th, Hao Zhi mechanical and electrical securities department in twenty-first Century economic report reporter interviewed.

Tianhua super net realized net profit of about 45 million 920 thousand yuan -4834 million yuan in the first quarter, an increase of 280%-300% compared with the same period last year. Tianhua super net said sales of medical masks, medical protective clothing and other products in the company's medical devices during the reporting period increased rapidly, leading to a rapid growth in operating performance in the first quarter. Among them, the epidemic prevention and control products contributed about 23 million 330 thousand yuan to the company's net profit, that is to say, half of the net profit of Tianhua super net quarter came from epidemic prevention supplies.

In addition to masks and other anti epidemic products, drug manufacturers for clinical treatment of pneumonia are also directly aware of the growth of downstream demand.

Yiling Pharmaceutical Co., Ltd. achieved a substantial increase in its first quarter performance with Lianhua Qingwen products, and realized net profit of about 430 million yuan -4.6 billion yuan, an increase of 50%-60% over the same period last year. The drug was included in the "new pneumonia diagnosis and treatment plan for coronavirus infection" jointly issued by the National Health Protection Commission and the State Administration of traditional Chinese medicine, which has a positive impact on marketing and sales. In the meantime, 20 provinces and cities diagnosis and treatment plan will take Lianhuaqingwen as a new recommended clinical medication.

Wo Hua medicine is also in the production of recommended drugs for the national epidemic situation, Antiviral Oral-Liquid, hot and clear particles and other drugs contributed a new growth point for the first quarter sales revenue. The company's net profit in the first quarter increased by 170%-230% over the same period.

In addition, Yang Pu medical, three Xin medical, Wanfu biological, Li Bang instruments, Lok Xin medical and other medical device companies have achieved substantial growth in performance.

Outside the medical sector, the profits of listed companies related to "home economics" represented by hand travel, fast food and telecommuting surged during the epidemic.

You family network, Yao Chi technology, Chinese online and other companies have benefited from the development of the game business, and their performance has risen considerably. In the food processing industry, Kaiming noodle, golden ham, Twin Towers food and other companies have intensified their online promotion efforts while their business performance has increased significantly.

Can high growth continue?

The above industry performance growth is generally consistent with expectations. From the perspective of stock price movements, the market is more recognized for such companies.

From February 3rd to April 7th, among the 15 listed companies mentioned above, excluding Waugh Hua medicine, Lok Xin medical care and three game companies, the other 10 companies rose in total, with an average increase of 38%, and the highest cumulative increase was 52%, achieving double harvest of performance and stock price.

? "From the industry point of view, the industry related to the epidemic is generally better, more obvious is the pharmaceutical industry; and some industries are due to the low base last year, such as agriculture, forestry, animal husbandry, fishing and non-ferrous industries. Some of them were negative growth in the same period last year, so this year's growth is obvious. Another one is driven by national policies, such as the national financial strength of the first half of this year after the building materials industry fell. The issuance of local government debt is good for the infrastructure industry. " In April 7th, Zhejiang Merchants Securities Strategy Analyst Chen Hao told reporters.

With the opening of the two quarter, can these industries continue to grow at a high level?

First of all, the concept of mask industry. From the enterprise level, demand is still relatively strong, but uncertainty exists simultaneously.

Yanjiang shares is a melt blown cloth manufacturer. Its net profit increased by about 300% in the first quarter. In April 7th, Yanjiang stock staff told reporters: "the order is still quite full at present, and the order was placed at the end of April."

The first quarter net profit growth of the masks maker is about 3 times, the staff told reporters. "With the advent of the overseas epidemic, masks demand is increasing. The mask machine is mainly for domestic customers, and domestic customers are producing masks for re export."

In the industry view, with the domestic epidemic tends to be stable, the demand for respirators will decline in the two quarter. "The main mask demand in the first quarter, entered the two quarter, the domestic epidemic is basically over, people will spend the early hoarding of masks inventory, the demand behind or not so big. Generally speaking, the pharmaceutical industry will be good in the short term and will fall back in the two quarter. " Chen Hao said.

"The existing orders are being done, but there are more people in the market, and the demand is relatively steady." Hao Zhi mechanical and electrical staff further indicated that future downstream demand is still uncertain.

Yanjiang shares said in a recent announcement that the duration of the new crown disease can not be accurately estimated. There is great uncertainty in the market demand for melt blown nonwovens, and the capacity of melt blown non-woven fabrics in the market is increasing rapidly. After a period of time, it may be faced with the risk of slowing market demand and falling prices.

For the rest of the industry, Chen Hao believes that "at present, mainly overseas outbreaks affect export demand. With the two quarter of domestic demand warming, consumption, food, leisure services, hotel industry and so on are expected to rebound in performance, the transport industry is expected to gradually recover. The certainty of building materials industry is strong, and the impact of infrastructure construction may be long-term. The price of agriculture, forestry, animal husbandry and fishery is still in a relatively high position. The supply of pork is not very sufficient, and the probability of great performance is flat with that of the first quarter.

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