Pharmaceutical companies 2017 report card: 8 net profit over one billion | the largest increase of 450%

Pharmaceutical Network December 16 hearing some people are happy Some people worry, with more and more performance notice released, the final report card of each listed pharmaceutical companies will be announced, you give your club hit this year?

According to Wind data, up to now, there are 90 pharmaceutical listed companies disclosed annual results notice, of which 76 pre-hi, pre-hi ratio as high as 84.44%. Profit and loss point of view, a slight increase of 44, loss of 2, continued profit 13 Home, a pre-increase of 17; net profit of more than 1 billion yuan company 8, 1-10 billion company 48.

Eight net profit is expected to more than 1 billion yuan of listed companies

Yifan Medicine is expected to achieve annual net profit of 1.133 billion yuan to 13.74 billion yuan, an increase of 65% to 95%, mainly due to vitamin B5 and other products increased significantly.

Overall, the global calcium pantothenate overall is relatively balanced supply and demand in 2016. Some manufacturers due to environmental protection, market competition, etc. affect the production showed a phased decline in the long run, new entrants into the future supply of pressure, but at the same time environmental protection requirements Improve, will to some extent increase the operating costs of enterprises, the supply may also have an impact.

According to Yi Fan Pharmaceutical, the company is the world's largest producer and supplier of vitamin B5 series products. The main markets for vitamin B5 and other products are in Europe, the United States and other regions. The company will make use of advantages in product technology, technology, quality and market share , Actively tap the market opportunities, increase market development and product promotion, continue to maintain and strengthen the status and influence of the industry.

In addition to the price increase of calcium carbonate to help boost performance, M & A is also the key word of Yifan in recent years, with a total investment of 1.8 billion yuan in 3 years to acquire the 11 domestic pharmaceutical companies, the acquisition of the subject matter or the exclusive varieties, Which led to the formation of a billion sails set a research and development, production and marketing in one of the more complete industrial chain cluster.It is noteworthy that billion sail this year, 12 varieties entered the new version of the Medicare directory, All are acquired.

In 2017 October, Health yuan released 2017 performance forecast, which said it expects full year net profit of 1.974 billion yuan to 2.123 billion yuan, 451 million yuan a year earlier, an increase of 337.19% to 370.25%.

Health yuan suddenly surged sudden performance results, the reason is due to controlled subsidiary Livzon Group caused It is understood that in April this year, Livzon Pharmaceutical Group and its subsidiaries subsidiary of Zhuhai Weizhixing Industrial Co., Ltd. 100 % Of the total share capital of the Company and the equity interest was completed on 17 July 2017. The transaction added approximately HK $ 3,498 million to Livzon near net profit. With Livzon's 'Property Transaction' Clubs, and therefore Beverly has soared net profit over the king.

However, for Livzon, according to its performance forecast, the net profit attributable to shareholders of listed companies from January to December in 2017 was between RMB4.222 billion and RMB4.475 billion, less real estate transactions, and the actual profit was also RMB1 billion Yuan or so, compared with last year's net profit of 830 million yuan, the growth rate of about 15% fluctuate.

On the whole, Cabernet Franc is in an important stage of strategic adjustment and it has initially formed a market structure that is dominated by specialty preparations, biopharmaceuticals and precision medical treatment.This is the new story Livzon currently teaches to the capital market. According to its own The description is that it has built its own unique research and development strength, has a diversified and multi-level R & D organization, and has laid out many layouts in chemistry, Chinese medicine, biology and diagnosis, forming a clear product development pipeline.

Aspect level mainly concentrated in the antibody technology platform, there are already four varieties into the clinic, but from the current product perspective, the challenge is not small, the 2017 version of the health insurance directory, the two of its total revenue Nearly 30% of the products received Shenqi Fuzheng Injection (RMB 1.679 billion in 2016) and indications for the injection of rat nerve growth factor (RMB 491 million in 2016). In addition, these two products also entered the market To the focus of monitoring in different provinces drug Directory, under the dual pressures, may bring a lot of impact for the next marketing.

Xinli Tai predicts net profit attributable to shareholders of listed companies from January to December 2017 of RMB1,964,144,200- RMB1,336,056,600, an increase of 0% from the same period of last year to 10%. The growth of performance was mainly due to the strengthening of sales promotion and the retention of major products Steady growth, gradual heavy volume of new products, sales of pharmaceutical products continued to maintain steady growth, profit contribution increased.

With the consistent evaluation of generic drugs, the industry concentration will gradually increase, the market survival of the fittest is inevitable, the channel and the brand will become the decisive factor in the variety pattern.TAK is expected with the company's strong sales ability and return to the Guangdong market The opportunity to resume faster growth.In addition, Bivalirudin into the rapid growth in many years after the terminal promotion, Alishazan new medical insurance release soon.

In addition, the letter Litas also focus on the cardiovascular field, and established a good sales channels and excellent marketing team, follow-up product promotion can be shared, significantly reducing marginal costs.

In the short term, Taijia is still a stabilizing agent for the Company's performance and is expected to steadily increase with further import substitution. In the medium term, there is Taijanening in the fast-volume period and Xinlitan, which has just started to enter the medical insurance catalog In the long run, the strength of generic drugs is strong, and the R & D pipeline is increasingly enriched.

Ruikang estimates for 2017 performance, net profit attributable to shareholders this year 827 million yuan to 11.22 billion yuan, an increase of 40% to 90%.

From a profit point of view, Ruikang will be the first net profit of more than 1 billion yuan medicine business enterprise Of course, Kyushu Tong is also very likely that this year net profit exceeded 1 billion yuan, the first three quarterly shows a net profit of more than 900 million yuan from the 1 billion yuan into the club only one step away from its 2017 net profit forecast is: 'Significant changes over the previous year'.

About Ruikang, rapid growth is mainly due to its rapid mergers and acquisitions over the past two years. It is understood that in the past two years, it has brought together 186 pharmaceutical, equipment, and inspection commercial companies nationwide to complete more than 30 The full coverage of the provincial administrative region, with the increase in mergers and acquisitions, thickened its performance, the profits soared.

One of the important reasons why Ruikang conducted industrial mergers and acquisitions in the 'grab situation' over the past two years is that the two-vote system will soon be rolled out across the country. This policy will prompt a large number of small and medium-sized pharmaceutical commercial enterprises to withdraw from the market, On the other hand, it is noteworthy that the 'direct selling business model' that Ruikang has chosen is fully adapted to the rules of the two-vote system. This is its core competitiveness. Through mergers and acquisitions, Full replication of the model so that it quickly became bigger in the country became a high probability event.

Shanghai Lai Shi expects net profit attributable to shareholders of listed companies for the period from January to December 2017: RMB1,711.81 million to RMB185.51 million, a change from the same period of last year: -15% to 15% .Changes in performance As the Company's main business of 2017 Net profit is expected to decrease from the same period of previous year. Besides, due to the fluctuation of securities market, the influence of securities investment on net profit is difficult to predict accurately.

In fact, Shanghai Lay's first three quarters of the overall decline in performance.Company operating income of 1.468 billion yuan, down 9.23%, attributable to shareholders of listed companies net profit of 940 million yuan, down 23.78%, non-deduction Return net profit of only 490000000 yuan, down 24.2% .As of December 14 closing, Shanghai Alleys market value has fallen below billions, with a total market value of 987.59 billion yuan.

On June 19, 2017, Shanghai Lai Shi disclosed major issues and Tongfang Co., Ltd. planned to purchase not more than 29.9% of the shares held by the shareholders of the Company in the form of issuance of shares and payment of cash At the time, the market capitalization of Leslie was 29.9% of the shares valued at 30 billion yuan, while the total market capitalization of the same shares was only 40 billion yuan at the time, which was a super big deal for both buyers and sellers.

On the evening of September 14, 2017, Shanghai Lai Shi, suspended for six months, issued a public notice. As the major shareholder failed to approve the regulatory authorities, the major shareholder decided to terminate the equity transfer transaction with the same shares.

In the international market, Corey Group, one of the actual controlling shareholders of Shanghai Alsace, also came out this year to buy Biotest, a manufacturer of German plasma products, worth US $ 1.4 billion (about 9.66 billion yuan) including debt. However, in November, Biotest In the midst of concerns about national security, Corey Group has withdrawn its original application and will re-apply to the U.S. Foreign Investment Commission (CFIUS) to approve its acquisition of the German company after its re-planning.

According to Biokang performance notice shows that its net profit this year is about 8.11 yuan to 1.097 billion yuan, an increase of -15% to 15%.

For the change of performance, Bi Kang said that mainly the normal operation of the pharmaceutical production segment, the company under the same control of enterprises mergers and acquisitions of pharmaceutical business Runxiang medicine and Baichuan Medicine, sales revenue increased significantly over the previous year, but the pharmaceutical commercial circulation margin The profits of the Company's pharmaceutical sector increased from the same period of last year, while the other government subsidies received a discount because of the government subsidies, and the other revenues increased substantially over the same period of last year.

After being listed on the backdoor in 2015, Bicontex has conducted a series of outsourcing mergers and acquisitions, including the acquisition of a 30% equity interest in SHI Yitang, the acquisition of 100% equity interest in Jiangsu Xiaoying Pharmaceutical, the investment in Rudong Healthcare PPP project, the acquisition of Jia health And 100% stake in Asia's No. 1 Pharmacy in Hong Kong. The company will invest 50 million yuan to set up Biokang Biosmart Co., Ltd. and so on. Through these layouts, it will gradually perfect the industrial chain and value chain that will be developed in the future. The goal is to build a large health and medicine ecosystem for medicine.

In the development of the pharmaceutical industry, Biokang is also the main direction for its new energy and new materials. The two main products, lithium hexafluorophosphate and high-strength and high-modulus polyethylene fibers, have great potential. With the rapid development of new energy vehicles industry, Big.

Xinhecheng estimates net profit attributable to shareholders of listed companies from January to December 2017 of RMB1,443,162,000 to RMB1,803,950,300, representing a change of 20% to 50% as compared with the same period of last year. The change in performance was due to the Company's leading product sales Changes in volume and price as compared with the same period of previous year led to a rise in the operating results of the Company in 2017.

With the high requirements of environmental protection in vitamin production process and tightened environmental protection, the supply of raw materials in the market is tight and the operating rate of the industry is declining. In addition, environmental superintendency of overseas citral plants has caused the price of vitamin A to skyrocket.

As a leading company, Xinhecheng ranks first in the world in the production of vitamin A. The leading products VE, VA, VH, VD3 and carotenoids occupy the top positions in the world. The intermediates of vitamin E, trimethylhydroquinone and xenobiotic The first successful industrialization of alcohol, the output ranks first in the country, vitamin E oil, vitamin A oil / crystal, ethoxymethylene production capacity of 10,000 tons / year respectively, 600 tons / year, 3800 tons / year.