Over 8 Of Pharmaceutical And Biological Enterprises, A Quarterly Profit Making Body, Get Together With Pharmaceutical Leading Stock.

In April 30th, 328 pharmaceutical biopharmaceutical companies were released in 2020, and in twenty-first Century, according to Wind statistics, 270 pharmaceutical biopharmaceutical companies accounted for 82% of the profits in the first quarter, and 58 net profit losses accounted for 18%. Among them, the chemical pharmaceutical sector made 89 profits, 18 losses; 9 loss of biological products sector, 27 profits; 24 medical services sector profits and losses accounted for half of the enterprises; medical device plate only 6 loss, 59 profits; 68 Chinese medicine plate 10 home loss, 58 profit.

Twenty-first Century economic report combing reporters found that in the first quarter affected by the epidemic, the performance of pharmaceutical and biological listed companies was significantly differentiated, and the medical service enterprises suffered the biggest losses. The medical equipment and Chinese medicine enterprises closely related to the anti epidemic materials had fewer losses, and the growth of business performance was also larger.

? ? A head of the pharmaceutical and consumer research group of the securities company pointed out to the twenty-first Century economic news reporter that the valuation of the pharmaceutical sector is at a reasonable high position, but the performance and prosperity of the pharmaceutical industry are still rising. The overseas epidemic will still support the two quarter results of the epidemic prevention medical materials sector, while China's post epidemic public health investment has increased, and the infrastructure investment of the pharmaceutical industry has also been increased. It will promote the development of the pharmaceutical industry.

Anti epidemic materials enterprises to be promoted

During the epidemic period, the performance of anti epidemic materials, such as ventilator, frontal gun, detection reagent, disinfection and control products and antiviral drugs, was boosted.

On the evening of April 28th, MINDRAY medical released a quarterly report, which achieved 4 billion 741 million yuan in revenue in the first quarter, an increase of 21.39% over the same period. The net profit attributable to shareholders of listed companies was 1 billion 313 million yuan, an increase of 30.58% over the same period last year. MINDRAY medical net profit ranks 328 in the list of pharmaceutical biopharmaceutical companies, catching up with "one brother" Heng Rui medicine, the difference between them is only about 2 million yuan.

The first quarter of MINDRAY's medical performance has gone up. It is one of the three main product lines: "life information and support" production line monitor, ventilator, infusion pump and two other product lines: the portable medical ultrasound production line, mobile DR, in vitro diagnostic production line and other products directly related to the epidemic have increased to varying degrees.

As a non-invasive ventilator faucet, the company's net profit in the first quarter was 383 million yuan, an increase of 55.16% over the same period. The volume of products such as noninvasive ventilator, respiratory temperature products, infrared thermometer gun, and "Jie Fu Rou" hand disinfectant products were significantly increased. Nine, because of the anti epidemic materials such as the forehead thermometer and so on, the net profit in the first quarter was 46 million 63 thousand and 200 yuan, up 230.43% from the same period last year.

The prevention and control of traditional Chinese medicine is also a highlight. On March 23rd, Yu Yanhong, Party Secretary of the State Administration of traditional Chinese medicine, said at the news conference of the new China office that 74187 of the confirmed cases of new crown pneumonia were used in Chinese medicine, accounting for 91.5%.

In the evening of April 27th, Yiling pharmaceutical released the first quarter report in 2020, showing that its operating income in the first quarter was 2 billion 300 million yuan, an increase of 50.56% over the same period last year, and net profit of 437 million yuan, an increase of 51.88% over the same period last year. One of the main reasons for the double growth of revenue and net profit is that its products are selling well as an anti epidemic drug.

Xiang Xue pharmaceuticals, which produced Antiviral Oral-Liquid, had a net profit of 80 million 770 thousand yuan in the first quarter, an increase of 161.13% over the same period last year. Affected by the epidemic, Zhendong pharmaceutical products and Chinese herbal medicine business also increased compared with the same period last year, the first quarter net profit of 61 million 65 thousand and 400 yuan, an increase of 18.68% over the same period last year.

Half loss of medical service industry

Meanwhile, some enterprises are in a state of difficulty when the relevant enterprises of anti epidemic materials have been promoted. In twenty-first Century, the economic news reporters found that in the quarterly reports, the factors affecting the epidemic were basically mentioned in the enterprises with declining performance and losses, such as the decline in demand for drugs, the lack of smooth logistics, and the delay of upstream suppliers' resumption of production and production. Some pharmaceutical manufacturers, medical service enterprises and IVD (in vitro diagnostics) enterprises have been greatly impacted.

Half of the 24 medical service listed companies were in a loss, 9 revenue grew year on year, and 6 net profit grew year-on-year. Among them, Ying Kang life net profit fell by 1452%, the largest drop in the medical services sector. Its medical services sector mainly includes 5 tumor hospitals, and the revenues during the reporting period all declined slightly.

According to Aili data, the epidemic has a significant impact on the medical service industry. Of the 316 hospitals in 26 provinces and municipalities in China, 88.6% of hospitals have financial pressure. Almost all hospital outpatient visits, hospitalization and operation volume declined. Over half of the hospital's hospitalization volume fell by more than 50% over the same period, and the operation volume dropped by more than 60%.

The US health year disclosed a quarterly report in April 30, 2020. The company achieved a total revenue of 540 million yuan in the first quarter of 2020, down 58.2% from the same period last year, and realized net profit of -6 billion yuan, which was -1.2 billion yuan in the same period last year.

In the pharmaceutical companies, Kyrgyzstan said that the demand for drugs was significantly affected by the outbreak of a new crown outbreak in the first quarter. Asia Pacific pharmaceutical, Kangzhi pharmaceutical, Bo Ji medicine, Xingqi eye drops, Sato bio and other losses, but also because of the raw material procurement, drug production, staff turnover, logistics and transportation restrictions during the epidemic.

The diagnostic reagent enterprises are also affected by the epidemic, the difference is that the performance related to epidemic diagnosis is brilliant, but other businesses are "bleak".

IVD enterprise Dean diagnostics indicated that the number of outpatients in the hospital decreased, and the income from the company's product agency business and traditional inspection business declined year-on-year. In the first quarter of 2020, the total operating income reached 1 billion 530 million yuan, down 16.5% from the same period last year, and realized net profit of 6 million 652 thousand yuan, down 90.8% from the same ratio.

In the early days of the listing, the world's revenue was over 200 million yuan, an increase of 276.21% over the same period last year. The net profit attributable to shareholders of listed companies exceeded 94 million 530 thousand, an increase of 698.55% over the same period last year. In the fight against the new crown pneumonia, the new coronavirus 2019-nCoV nucleic acid detection kit (fluorescence PCR method) has obtained medical device registration certificate.

Organizations get together with leading enterprises

At present, from all kinds of institutions such as public offering funds, private equity funds, social security funds, and qualified foreign institutional investors (QFII), all kinds of agencies are actively gathering medical and other leading stocks.

MINDRAY medical is not only the largest number of public fund raising stocks, but also the largest number of social security fund holdings. Pharmaceutical leading companies such as Heng Rui medicine, biological products enterprises, Kangtai biology and Changchun high and new technology were also increased.

"We focus on the industry distribution of the active equity fund of the public offering management company, which is the largest company in the first quarter of 2020. Data show that large and medium-sized public offering management institutions, there are 19 fund companies in the top three heavy industries appear in medicine, and 11 medicine will be the first heavy industry. Haitong Securities analyst Ni Yunting said.

? ? The head of the medical and consumer research group of the securities company pointed out to the twenty-first Century economic report that the outbreak triggered the explosive demand growth of masks, protective clothing, disinfectants, respirators and therapeutic drugs, and also gave rise to a wave of medical shares. The fever of concern in medicine will not change in the short term. Drug health care, vaccination, epidemic prevention, health care, private medical services and pension are still the direction of development and investment opportunities.

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