Collective procurement in the end is what a number of pharmaceutical stocks and love and hate

In recent days, pharmaceutical stocks fell a little more, many people say this is the set of pot, then in the end set of what is the meaning of procurement? Why will bring such a big impact? This article will talk to you.

First of all, let me introduce you to centralized purchasing, centralized purchasing refers to the procurement of centralized purchasing directory of goods, works, services centralized purchasing, centralized purchasing including centralized purchasing agencies and departmental centralized purchasing, directory belonging to the general procurement projects, should be entrusted to the centralized purchasing agency agency purchasing, belonging to the department, the system has special requirements for the project, the implementation of centralized purchasing should be implemented department. Procurement.

The most familiar of these is the centralized purchasing of medicines. Under the organization of the relevant departments, each pharmaceutical company registers to participate in the centralized purchasing, and the successful bidder can be used as a supplier for a certain period of time, but because of the centralized purchasing, the price is relatively low, and the profit margin is very small.

Last week, pharmaceutical stocks and liquor stocks collectively plummeted, so that the "medicine with liquor, hugging and crying a night" became a popular paragraph on the network. 20 August day, the leading shares of Hengrui medicine for the first time in 5 years fell, Tongze medical, Antu biology and other stocks have also fallen, Myriad Medical is plummeting by 17%, Aimco fell 9.55%, WuXi Kangde fell 5.93%.

The night before, Hengrui Medicine disclosed less-than-expected results, one of the culprits in the company's share price decline. The half-year report showed that in the first half of 2021, Hengrui Medicine's net profit was 2.668 billion yuan, up only 0.21 percent year-on-year. The first quarterly report showed that Hengrui Medicine realized a net profit of 1.497 billion yuan, and on this basis, Hengrui Medicine's net profit in the second quarter was about 1.171 billion yuan, a decrease of more than 20% from the previous year.

Comprehensive information above, now the A-share market on the pharmaceutical stocks for the collection of the response is very confused, collection of no winning bid will fall a wave, but collection of winning bid will also fall a wave. Because the collection did not win the bid, may indicate that the company's cost is higher than other companies, so it will lead to sell. And the collection of winning bids and shows that the next period of time the company's profits will not be high. Anyway, pharmaceutical companies just love and hate collective procurement! I hope this article can bring help!