86 pharmaceutical companies in the third quarter performance forecast: 4 net profit exceeded 1 billion yuan | 2 first loss

Medical Network September 15th As of September 14, 86 A-share pharmaceutical companies have announced the 2018 quarterly results forecast. It is estimated that the net profit of more than 1 billion yuan is Xinhecheng, Xinlitai, Cologne Four industries, including 500 million to 100 million yuan, including Livzon Group, Ruikang Medicine, Kanghong Pharmaceutical, etc., and Shanghai Miles, which was once known as the 'share god', reported a performance forecast or a huge loss of 1.3 billion yuan. .

86 A-share pharmaceutical companies' 2018 quarterly results forecast

From the perspective of the type of notice, the performance is pre-increased, slightly increased, continued to increase, and the total number of losses is 70, accounting for more than 80%; pre-reduction, slight reduction, increase in losses, total of 15 losses; another one is not determine.

Distribution of performance forecast types of 86 A-share pharmaceutical companies in the third quarter of 2018

Net profit of 2.433 billion ~ 2.703 billion yuan

Year-on-year growth of 170% to 200%

Xinhecheng said that the main selling price of leading products is higher than the same period last year.

Net profit of 1.149 billion to 1.258 billion yuan

5% to 15% year-on-year

It is believed that Litai's semi-annual report for 2018 shows that the growth of its performance is the strengthening of its sales promotion, the main products maintain steady growth, the new products gradually increase, the sales of preparation products continue to maintain steady growth, and the profit contribution increases.

Net profit of 1.11 billion to 1.162 billion yuan

49%~ 57% year-on-year

For performance growth, Lepu Medical said that medical instruments The stent business, the in vitro diagnostic business and the surgical business continued to maintain a rapid growth trend in the sector; drug In addition to the rapid growth in the performance of the sector, the acquisition of the subsidiary's 45% minority shareholding in Xindong Port has been consolidated since the second quarter and will continue to bring incremental contributions during the year. At the same time, as the business scale continues to expand, the guarantee fund turnover will be taken into account. Security considerations, the increase in financing scale has led to a significant increase in financial expenses compared with the same period of the previous year. In addition to the benign growth of core business, the disposal of part of the company's investment brings overall benefits, and the government subsidies obtained are also received in different periods. The estimated impact of non-recurring gains and losses on the company's net profit attributable to shareholders of listed companies is approximately RMB 150 million, compared to approximately RMB 40 million in the same period last year.

Net profit of 1.05 billion to 1.121 billion yuan

Increased 160%~ 190% year-on-year

Kelun Pharmaceutical said that the change in performance is the continuous optimization of the company's infusion product structure, strengthening sales promotion, increasing direct sales customers, gross profit and gross profit margin growth; second, Yili Chuaning capacity release, full production, profit increase; Continue to vigorously promote the 'innovation-driven' strategy, and the R&D expenses have increased substantially; Fourth, strengthen sales promotion, market development fees, and market management fees have increased substantially; Fifth, market financing interest rates have risen, and financial expenses have increased.

Net profit loss of 400 million to 350 million yuan

Down year-on-year decline of 258.78%~ 238.93%

Hengkang Medical said that part of the company’s operations Medicinal herbs The variety will enter the new production period in the third quarter of 2018. It is expected that the new annual output will increase significantly from the previous year, which will have a big impact on the market, resulting in a continuous decline in prices. Based on the principle of prudence, it is expected that there will be more inventory at the end of the third quarter. The company's third-quarter net profit is expected to fall sharply due to large impairment risks and the increase in financial expenses this year.

Net profit loss of 1.316 billion to 10.34 billion yuan

Down year-on-year decline of 240%~ 210%

Shanghai Lai's net profit of 940 million yuan from January to September 2017, and now a loss of up to 1.3 billion yuan, can be described as two days. Shanghai Lai said that due to the volatility of the securities market, securities investment losses, estimated net profit In the first half of the year, Shanghai Lai's net profit loss was 847 million yuan. Currently, it continues to be suspended.

Some insiders have pointed out that it has been repeatedly criticized for listed companies to buy stocks, buy houses, buy wealth management and other 'no business' behaviors. If listed companies invest in the industrial chain with upstream and downstream relations, the target of strategic synergies can be produced, naturally, nothing wrong; Indulging in stocks to make quick money, excessive participation and investment unrelated to the main business is likely to undermine the competitiveness of the core business. At the same time, the ups and downs of the stock market will also cause ups and downs in the performance of listed companies, leading to further amplification of stock market volatility risks.

Source: Oriental Fortune Network, listed company announcement