Who are the leading pharmaceutical concept stocks? Institutional insiders believe that the performance of the pharmaceutical sector may show a trend of first low and then high this year. Most of the "white horse stocks" have stable endogenous growth. It is predicted that the sector's full-year net profit growth will be slightly Higher than last year, it is recommended to focus on subdivisions and individual stocks with sustainable performance, obvious industry trends, and sufficient innovation.
Open medical treatment: Color ultrasound and endoscopes continue to be upgraded to high-end, and import substitution is expected
Event: The company achieved operating income of 1.227 billion yuan in 2018, a year-on-year increase of 24.04%. Net profit of the parent company was 253 million yuan, a year-on-year increase of 32.94%, deducting non-net profit of 220 million yuan, a year-on-year increase of 28.14%; operating income in 2022Q1 was 230 million yuan, a year-on-year decrease of 0.40%, and net profit attributable to the parent company was 12.06 million yuan, a year-on-year decrease of 42.35% , deducting non-net profit of 470,000 yuan, a year-on-year decrease of 96.85%.
Lepu Medical: The equipment and pharmaceutical sectors maintain rapid growth, and absorbable stents have entered a stage of heavy volume
Event: The company announced its first quarter report for 2022, achieving operating income of 1.878 billion yuan, a year-on-year increase 30.81%, net profit attributable to the parent company was 583 million yuan, a year-on-year increase of 92.22%, and non-net profit after deduction was 416 million yuan, a year-on-year increase of 39.71%.
Kanghong Pharmaceutical: Conbercept’s medical insurance is increasing, and the new drug research and development layout is worth looking forward to.
Event: The company’s net profit attributable to parent companies in 2018 increased by 7.88% year-on-year. Kanghong Pharmaceutical released its 2018 annual report, achieving operating income of 2.917 billion yuan, a year-on-year increase of 4.70%; net profit attributable to the parent company was 695 million yuan, a year-on-year increase of 7.88%; net profit after non-attributable parent income was 629 million yuan, a year-on-year increase of 0.35%; < /p>
Livzon Group: Performance is in line with expectations, microspheres and digestive products are still growing rapidly
Performance summary: The company achieved operating income of 8.86 billion yuan in 2018, a year-on-year increase of 3.9%; Net profit was 1.18 billion yuan, a year-on-year decrease of 62.0%; net profit attributable to the parent company after deduction of non-profit items was 820 million yuan, a year-on-year increase of 15.5%; operating cash flow was 1.27 billion yuan, a year-on-year decrease of -3.7%. Profit distribution plan: for every 10 shares, 3 shares will be issued and 12 yuan (tax included) will be distributed.
Comments on Pien Tze Huang's 2022 first quarter report: Performance is in line with expectations, and the year-on-year growth rate is considerable on a high base
Event: The company announced its 2022 first quarter report: operating income of 1.484 billion yuan, a year-on-year increase 21.45%; net profit attributable to the parent company was 404 million yuan, a year-on-year increase of 23.99%; net profit attributable to the parent company after deducting non-profit items was 403 million yuan, a year-on-year increase of 24.57%; net operating cash flow was 499 million yuan, a year-on-year increase of 106.62%. Performance was in line with expectations.
Fosun Pharma: R&D expenses increase, performance reaches growth inflection point
Performance summary: The company achieved operating income of 6.73 billion yuan in Q1 2022, a year-on-year increase of 17.67%; it achieved net profit attributable to the parent company 713 million yuan, a year-on-year increase of 0.92%; net profit after non-attributed profits was 530 million yuan, a year-on-year increase of 0.53%.