The pharmaceutical industry has seen the news for half a year.
Medical Network September 4th The pharmaceutical industry has the characteristics of technology intensive, high investment, coexistence of risks and benefits, and is deeply influenced by the development of the national economy and national policies, and has a strong correlation with people's quality of life.
In 2018, doctors improved into deep water areas, and opportunities and challenges coexisted. The establishment of the National Medical Insurance Bureau, the continuous advancement of consistency evaluation, the implementation of the new version of medical insurance, and the continuous control of medicines are all medicine The industry has brought huge impact. In the first half of the year, under the policy drive, the pharmaceutical industry entered the supply-side reform stage, and the industry experienced a rapid recovery.
According to the data released by the National Bureau of Statistics, the overall economic operation of the pharmaceutical industry was stable from January to June this year. The growth rate of the main business income was 3.4 percentage points higher than the national industrial average, and the profit growth rate was 1.8 percentage points lower than the national industrial average. The business income margin was 12.7%, an increase of 0.2 percentage points year-on-year.
The 2018 semi-annual report issued by listed pharmaceutical companies in recent times also confirmed the above development situation. This "Thematic Planning" focuses on the listing of A-shares, and the operating income of the semi-annual report released on August 23 is 4.5 billion. Data of 13 pharmaceutical companies (including industry and commerce) above the yuan. Among the 13 pharmaceutical companies, except for Harbin Pharmaceutical Group, the other 12 companies have achieved rapid growth in operating income. From the total point of view, East China Pharmaceuticals led the revenue of 15.325 billion yuan; from the point of view of growth, Luyan Pharmaceutical led the growth rate of 45.49%.
Above enterprise They have achieved very good results in the first half of the year, thanks to their active adaptation to the new normal of economic development, closely following their respective company's strategic goals, focusing on the development of the industry, focusing on the development of the industry, continuously consolidating the industrial base, and vigorously developing Business layout, focus on optimizing resource allocation, fully consolidate and enhance the comprehensive strength of management, innovation, investment, construction, operation, service, etc. But at the same time, the semi-annual report also revealed many hidden concerns, especially the rapid increase in sales expenses, research and development costs The proportion is too low, which will seriously hinder the innovation and development of the industry.
In the future, we will promote the supply-side structural reforms in the country, adhere to innovation and lead development, and implement 'health Under China's overall strategic layout, the society's demand for medical health continues to increase, the people's health awareness continues to increase, the demand for the pharmaceutical industry is stable, and the overall development will continue to be good. However, the new medical reform brought by the 'three medical linkages' Under the circumstances, the impact of important policies such as consistency evaluation and priority review has intensified the secondary differentiation of pharmaceutical companies, prompting the industry to weaken and stay strong; at the same time, medical insurance control fees, Tender Price reduction and other policies drug The price pressure is still there, and the market competition will be more intense. The pharmaceutical companies can only adapt to the development trend of the industry policy, consolidate and highlight their own advantages, and increase the intensity of R&D and innovation to be invincible.
