What are the conceptual stocks of APIs?

With the continuous intensification of competition in the chemical API industry, large-scale M&A integration and capital operation between chemical API companies is increasingly frequent, the domestic outstanding chemical API manufacturers are increasingly focusing on the study of the industry market, especially on the development of the business environment and customer demand trend changes in-depth study. Because of this, a large number of domestic excellent chemical API brands quickly rise, and gradually become the leading chemical API industry! What are the relevant API concept stocks?

Accessories of API concept stocks

1, Pu Luo Pharmaceuticals (000739), Pu Luo Pharmaceuticals is a leading domestic API, riding the global API production capacity transfer east wind. In the past decade, affected by labor costs and environmental pressure, the global API production capacity gradually from Europe and the United States to emerging markets, which has policy support and a large number of DMF certificates of China and India have become the main undertaker. With more mature basic industrial system, cost advantage and fermentation products, China is rapidly catching up with India in terms of technology, product quality system and DMF certification. The company is a leading domestic API company, ranked second in the country for API exports in 2018, and is expected to share the dividends of the industry's return to value.

2, Xian Ju Pharmaceutical (002332), self-owned API business is expected to break the revenue growth barrier. The company is a professional manufacturer of steroid drugs, mainly producing corticosteroid drugs, sex hormone drugs (gynecological and birth control drugs) and anesthesia muscarinic drugs, etc., with 124 registered approvals from the Drug Administration (API + preparations)****.

3, Tianyu shares (300702), sartan APIs in short supply, volume and price to promote performance growth. Sartans are the latest generation of antihypertensive drugs, blood pressure lowering effect and drug tolerance, less adverse reactions, the target organ has a protective effect, the clinical application is very wide. The company is one of the world's largest sartan APIs and intermediates **. Sartans are the company's core products, 2019H1 revenue and gross profit accounted for 86% and 95%, respectively. 2018 the company completed the expansion of sartan production capacity to achieve rapid volume, superimposed on the price increase, to achieve the volume and price rise to promote the performance growth. 2019 to achieve revenue of 2.111 billion yuan (+44%) and net profit attributable to the mother of 583 million yuan (+256%).

4, Aoxiang Pharmaceuticals (603229), the company received the Zhejiang Provincial Drug Administration issued the "Drug GMP Certificate", the certification of the production plant for a workshop, involving the production line design capacity of the situation is: entecavir 200 kg/year, bisabolol 6 tons/year. Entecavir is mainly used for the treatment of chronic hepatitis B infection accompanied by active viral replication and persistent increase in serum trans* enzyme; Dicyclanol is used as an API for the production of generic Paxil, mainly used for the treatment of chronic hepatitis-induced *base trans* enzyme elevation.

5, with and pharmaceutical (300636), the company's products Rebapepate API, gabapentin API, vinpocetine API has long been in the South Korean market to achieve "commercialization" sales *; the company's products timosartan API, celecoxib API in April 2019, August 2019, respectively, obtained In April 2019 and August 2019, the Company's tilmisartan API and celecoxib API were awarded the Certificate of Registration by the Korea Pharmaceutical Administration, and will soon be commercialized*.

6, Haixiang Pharmaceuticals (002099), the company insists on R & D innovation, technology upgrading as the driving force, "key intermediates - API - preparation integrated development" as the strategy, the development of special API process, to meet the growing domestic demand for basic medical health care with high-quality and low-priced generic drugs; and at the same time, deepen the international cooperation, in the international pharmaceutical giants. At the same time, we will deepen international cooperation and establish a closer and longer CDMO/CMO partnership in the opportunity of production transfer by international pharmaceutical giants.

7, Jiuzhou Pharmaceuticals (603456), is a first-class chemical API + CDMO production enterprises, in the field of small molecule chemical drugs GMP production has a deep technical accumulation and scale advantages, the company from 2008 onwards from the API business gradually to the transformation and upgrading of the CDMO business, the current performance of the main growth driver.

8, Huahai Pharmaceutical (600521), the research and development projects mainly include API R & D, the United States preparation R & D, domestic preparation R & D, as well as biological drugs and new drug development.

9, Shanhe Pharmaceutical Auxiliary (300452), recently received the European Medicines Quality Agency issued on the hydroxypropyl methylcellulose (pharmaceutical excipients) European CEP certificate (European Pharmacopoeia Certificate of Suitability). The Certificate of Suitability of the European Pharmacopoeia (CEP) is an independent quality assessment program for APIs or excipients included in the European Pharmacopoeia (EP), and the products with this certificate can be applied to the production of preparations in all member states of the European Union. Hydroxypropyl methylcellulose (pharmaceutical excipients) is one of the key products of the company. The company's products, such as microcrystalline cellulose and hydroxypropylmethylcellulose, have been sold in the EU*.

10, Asia Pacific Pharmaceutical (002370), is a commitment to pharmaceutical CRO services, chemical preparations, APIs, biopharmaceuticals, diagnostic reagents, R & D, production, sales * in one of the modern pharmaceutical high-tech enterprises. Domestic characteristics of APIs and generic drugs export pioneer, Huahai Pharmaceuticals always adhere to the core concept of "quality + innovation", after years of development, the company now has a first-class high-quality level of APIs and preparations production system, has a stable and smooth logistics ** system, has a mature marketing team familiar with the market environment. The company focuses on the development of product series, centers around generic drug **companies, and extends business cooperation to international original research manufacturers.

11, Hansen Pharmaceuticals (002412), upstream: extension to the planting side of the extension to strengthen the control of raw materials; 2) midstream: through the automation of the production line to provide abundant capacity, good ** chain control ability to achieve perennial high production and sales ratio and low inventory, while the product development, the company continues to increase investment in scientific research; 3) downstream: the company persisted in the long term to build a professional sales ** team to adapt to the "two-ticket system", the company has a mature marketing team familiar with the market environment. The company has long insisted on building its own professional sales team to adapt to the implementation of medical reform policies such as the "two-invoice system", which has given the company a head start in sinking its sales* center of gravity from hospitals and other large B-ends to grass-roots level and other small B-ends, and then to the C-end of the zero*.

12, Weixin Kang (603676), wholly owned subsidiary of the Inner Mongolia White Medicine Pharmaceutical Co., Ltd. to the drug name "mixed trace elements injection (10)" to the Inner Mongolia Autonomous Region Food and Drug Administration to submit applications for registration of drugs and accepted, and at the same time associated with the declaration of gluconolactone, manganese gluconate and other related raw and auxiliary materials. At the same time, related raw materials such as gluconolactone and manganese gluconate were declared, and all the related raw materials have passed the technical review.

13, Minowa (603538), the main intermediates and API business, including valsartan and other series of products, API production capacity doubled expansion.

14, Heparin (002399), the world's largest producer of heparin APIs, occupying 41% of the global market.