With the rapid development of society, people's living standards are constantly changing, but birth, illness and death have always been with us. So what is the development trend of the medical industry in China at present?
According to the data of Yubo Ye Zhi Market Research Center, in 20 14 years, 199 listed pharmaceutical companies realized operating income of 707.94 billion yuan, which was 6215.7 billion yuan in 20 13 years, up by13.89% year-on-year; The net profit attributable to shareholders of listed companies was 53.45 billion yuan, which was 45.72 billion yuan in 20 13, up 16.9% year-on-year.
The data shows that according to the international industry classification of Shen Yin, among the 99 listed companies in the pharmaceutical industry, 154 listed companies have increased in different degrees, accounting for 77.3%. Among them, the performance of 96 listed companies increased by more than 20%.
"With the control of medical insurance costs and the decline of drug prices, the development of pharmaceutical companies will also be limited." But at the same time, industry professionals told reporters that "there are also many opportunities for reform and mergers and acquisitions."
13 companies' profits exceed 10 billion yuan.
The market survey and analysis report of pharmaceutical industry shows that in 20 14 years, there were 192 listed companies with positive net profit and only 7 listed companies with negative net profit. Perhaps because of this, investing in the pharmaceutical sector has always been considered as "drought and flood protection".
According to the reporter's statistics, in the pharmaceutical industry, there are 13 listed companies whose net profit attributable to shareholders of the parent company in 20 14 years exceeds 10 billion yuan. Among them, pharmaceutical commercial companies 1, 8 Chinese medicine companies, biological products companies 1, and 4 chemical and pharmaceutical listed companies.
In 20 14, Shanghai Pharmaceutical achieved an operating income of 92.398 billion yuan and a net profit attributable to shareholders of listed companies of 2.5965438 billion yuan, up by 65.438+07% year-on-year, making it the most profitable listed company in the whole pharmaceutical industry. It is worth noting that Shanghai Pharmaceutical is also the only listed company in the pharmaceutical business sector with a net profit of more than one billion yuan.
Yunnan Baiyao is still the profit king of listed companies in Chinese medicine sector. The data shows that Yunnan Baiyao achieved an operating income of188.1400 million yuan, a year-on-year increase of 18.97%, and a net profit attributable to shareholders of listed companies of 2.506 billion yuan, a year-on-year increase of 7.95%. In addition, Kangmei Pharmaceutical achieved an operating income of 65.438+05.949 billion yuan, a year-on-year increase of 65.438+09.39%. The net profit attributable to shareholders of listed companies was 65.438+0.879 billion yuan, a year-on-year increase of 265.438+0.6%. Kangmei Pharmaceutical Co., Ltd. is the enterprise with the second net profit in the Chinese medicine sector. In addition, in 20 14, listed companies in Chinese medicine sectors such as Zhongheng Group, Jilin Aodong, Tasly, Dong 'e Ejiao, Baiyun Mountain and China Resources Sanjiu realized a net profit attributable to listed companies of more than one billion yuan.
Fosun Pharma's annual report last year showed that the company achieved operating income of12.025 billion yuan, and the net profit attributable to shareholders of listed companies was 211200 million yuan, a year-on-year increase of 335. 1%. Fosun Pharma is the only listed company in the biomedical sector with a net profit exceeding one billion yuan.
In the chemical sector, Hengrui Pharma achieved an operating income of 7.452 billion yuan, a year-on-year increase of 20%, and a net profit attributable to shareholders of listed companies of151500 million yuan, a year-on-year increase of nearly 22%, making it the largest listed company in the chemical sector. In addition, the performance of listed companies such as Xinlitai, Kelun Pharmaceutical and Xinhecheng Chemical is also in the forefront.
It still takes time for medical devices to be realized.
In recent years, influenced by the increasing support of national policies, the medical device sector has become a hot spot in the market.
According to the research report of Bohai Securities, the market research company ResearchandMarkets released a forecast report after investigating the business trends of the top 65,438+000 medical device companies in Asia, pointing out that the medical device market in Asia (excluding the Japanese market) will grow on a large scale in the next few years, and the growth rate of biomedical device market will exceed 65,438+00%. According to the forecast, in 2065.438+07, the market size of Asian medical devices will reach 654.38+05 billion US dollars.
It is worth mentioning that although the state has issued a series of policies to promote the localization of medical devices, due to the disadvantages of China medical device enterprises in research and development and technology, domestic high-end medical devices are still dominated by foreign enterprises. "From the perspective of import and export structure, China's medical device exports are mainly disposable consumables and low-end medical devices, while imports are mainly high-end medical devices. China's medical device industry is dominated by foreign multinational companies in the high-end value chain. " At present, the above policies can not produce obvious benefits for listed companies.
Relevant data show that in 20 14, the total operating income of 22 listed medical device companies in China was 211680,000 yuan and 2016597,000 yuan, with a year-on-year increase of only 457,65438+. In 20 14, the net profit attributable to shareholders of these 22 listed companies was 2.872 billion yuan, 2.4365438 billion yuan in 20 13, and only increased by 4.465438 billion yuan in 20 14.
Specifically, xinhua medical is a large listed company in the field of medical devices in China. In 20 14, the company realized an operating income of 6.2 billion yuan and a net profit attributable to shareholders of listed companies of 326 million yuan.
"The proportion of medical device consumption in China is significantly lower than the international average, and the medical device industry has broad room for future growth. However, judging from the scale and strength of related companies, there is still a big gap with foreign companies, and it will take time to truly realize the benefits. " An industry person told reporters.
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