China pharmaceutical leading stock refers to a company with a leading position and market share in the pharmaceutical industry in China. These companies include Xi 'an Rangsang Pharmaceutical Company, Haisike Pharmaceutical Company, Hengrui Pharmaceutical Company, China Biopharmaceutical Company, Unocal Pharmaceutical Company, Jiuzhitang Pharmaceutical Company and Kelun Pharmaceutical Company. What are the leading stocks of China medicine brought by the following small series? Let's take a look at it together, hoping to bring some reference.
What are the leading pharmaceutical stocks in China?
Hello, there are these Hengrui Pharmaceutical 600276: the leading innovative pharmaceutical company in China, with increasing R&D ratio, and the largest R&D and production base of anti-tumor and surgical drugs and contrast agents in China.
The list of "pharmaceutical leading stocks" with heavy foreign investment includes Mindray Medical, Hengrui Pharma, Shanghai Pharmaceutical, Baiyun Mountain and Changchun High-tech.
Hengrui Pharma (600276) is the first innovative drug in China. The main product lines are anti-tumor, anesthesia, contrast agent and so on. The company's return on net assets has remained above 23% for many years, and its net profit has maintained a growth rate of above 20% for many years. The company has strong R&D strength, excellent management team and strong sales ability.
Medical cosmetology, referred to as medical cosmetology for short, refers to a cosmetic method that uses traumatic or irreversible medical technologies such as drugs, surgery and medical devices to repair and reshape people's appearance and various parts of the human body.
The leading shares of listed pharmaceutical companies are Tencent Holdings Limited, Yao Ming Bio and China Bio-Pharmaceutical. Tencent Holdings Limited (00700. HK): Tencent Medical Health, a pharmaceutical subsidiary of Tencent, is one of the leading Internet medical platforms in China and one of the leading enterprises in the pharmaceutical industry.
The leading shares of listed pharmaceutical companies in 2023 are as follows: ST Yikang (000 150), up 45%. ST furen (60078 1), an increase of 72%. Chengxin Pharmaceutical (6038 1 1) increased by 77%. Chengdu Pioneer (688,222), up 62%. Qi Xing Eye Drops (300573) increased by 69%.
What are the listed companies of medical concept?
Hengrui Pharma (600276): The company's business includes drug research and development, production and sales.
WuXi PharmaTech (603259): The company is engaged in pharmaceutical research and development services.
Aier Ophthalmology (3000 15): The company's main business is ophthalmology medical service and optometry medical service.
Zhifei Bio (300 122): The company's business includes research and development, production and sales of vaccines and biological products.
Pien Tze Huang (600436): The company's main business is Chinese patent medicine manufacturing and drug circulation.
Yunnan Baiyao (000538): The company's business includes drug research, production and sales.
Fosun Pharma (600 196): The company's business includes pharmaceutical manufacturing and research and development.
Tiger Medicine (300347): The company's main business is professional clinical research services.
Huadong Medicine (000963): The company's business includes pharmaceutical industrial production and pharmaceutical commercial circulation.
Junshi Bio (688 180): The company's business includes biopharmaceuticals.
Changchun High-tech (00066 1): The company's business includes research and development, production and sales of biopharmaceuticals and Chinese patent medicines.
Kanglong Chenghua (300759): The company is engaged in the research and development of small molecule drugs.
Shanghai Pharmaceutical (60 1607): The company is mainly engaged in pharmaceutical R&D, manufacturing, distribution and retail.
Tong Ren Tang (600085): The company's main business is the production and sales of Chinese patent medicines.
Watson biological (300 142): The company's main business is the research and development, production and sales of biotechnological drugs such as vaccines for human use.
What are the leading stocks in biomedical stocks?
1. Hengrui Pharma (600276) ranks first in domestic innovative drugs. The main product lines are anti-tumor, anesthesia, contrast agent and so on. Company's network
The return on assets has remained above 23% for many years, and the growth rate of net profit has remained above 20% for many years. The company's research and development strength is very strong.
Excellent management team and strong sales ability. 2. Aier Ophthalmology (3000 15), the first unit of domestic ophthalmology chain hospitals. Mainly to provide patients with the diagnosis of various ophthalmic diseases, _ _ _
And ophthalmic medical services such as medical optometry and glasses. The company's return on net assets has remained at around 20% for many years, and its net profit has remained at 30% for many years.
The above speed increases. The company's business model is excellent, and its business ability and brand reputation continue to improve. 3. The first domestic medical device, Mindray Medical (300760). The main product lines are life and information support, in vitro diagnosis and medicine.
Images, etc. The company's return on net assets has remained above 25% for many years, and its net profit has maintained a growth rate of above 25% for many years. Company work
In order to complete the global layout of medical devices, the high-end and platformization have been steadily promoted, with a very stable position and huge long-term space. Changchun Hi-Tech (00066 1) is the first biopharmaceutical company in China. The main product lines are growth hormone and syncytial virus vaccine. company
The return on net assets has remained above 16% for many years, and the growth rate of net profit has remained above 30% for many years. As a biomedical company in China.
Drug leader, performance exceeded expectations. Five, domestic pharmaceutical research and development services, the first drug, Wuxi PharmaTech (603259). The main business is the discovery, research and development and production of small molecular chemicals.
Produce all-round and integrated platform services. The company's return on net assets has remained above 20% for many years and its net profit has remained at 25% for many years.
World growth rate. The company is the world's leading pharmaceutical R&D service platform, with broad market space and rapid growth in performance. 6. Tiger Medicine (300347), the leading clinical contract research institution (CRO) in China. The main business is to provide research and development for pharmaceutical products.
Provide technical services and data management and other clinical research services for phase I to IV clinical trials. The company's return on net assets has increased to 17% in recent two years.
Around, the net profit has maintained a growth rate of more than 56% for many years. Seven, my martial arts (300357), the first desensitization diagnosis and treatment in China. The company's Dermatophagoides farinae drops keep growing at a high speed, and the heavy product is yellow flowers.
Artemisia pollen sublingual drops are verified in the market and are expected to be approved for marketing in 2020. The company's return on net assets has remained at 265,438+0% for many years.
In fact, net profit has maintained a growth rate of more than 25% for many years. As the only leading hypoglossal desensitization enterprise in China, the company has a competitive pattern.
Excellent, the market share exceeds 80%, and the company has great long-term growth potential. Eight, the first domestic dental chain Tongce Medical (600763). The company passed the "hospital replicable+doctor replicable+team replicable"
Mode, expand the layout of dental chain hospitals. The company's return on net assets has remained at around 23% for many years, and its net profit has maintained a growth rate of around 50% for many years. China has a vast dental market, and the company is expected to achieve rapid development under the two major trends of aging population and consumption upgrading. Nine, An Bio (603658), the leading stock of domestic IVD. The company is mainly engaged in the research and development, production and sales of in vitro diagnostic reagents and their supporting instruments. The company's return on net assets has remained around 30% for many years, and its net profit has maintained a growth rate of more than 25% for many years. Chemiluminescence industry will enter the era of differentiation. With 70% biological raw material assets, mainstream projects, assembly lines and other advantages, the company is expected to continue to replace foreign capital and other domestic products and maintain sustained growth. Ten, Hualan Biological (002007) domestic leading stock of blood products. The company's main product lines are blood products and _ _ _ Miao products. The company's return on net assets has remained at around 19% for many years, and its net profit has maintained a growth rate of around 30% for many years. With the slow recovery of domestic blood products industry and the continuous increase of influenza vaccine, the company's performance is expected to further improve.
List of leading biomedical units
On March 2 1 day, three pharmaceutical companies with a market value of over 100 billion announced their 2022 annual reports. Among them, Wuxi PharmaTech's revenue hit a record high last year, and its net profit increased by 70%. Wan Tai's biological revenue, which is mainly engaged in vaccines and in-vitro diagnosis, has nearly doubled, and its net profit has increased by over 65,438+0.30%; The net profit of zhifei Bio, another Miao enterprise, dropped by 26% year-on-year.
Financial investment news
According to WIND statistics, at present, there are 19 companies in Shenwan pharmaceutical and biological industry that have published annual reports, and the net profit of 16 companies has increased year-on-year. Perhaps supported by strong performance, the pharmaceutical sector rose strongly on March 2 1, and Wuxi PharmaTech's share price rose by 8.5%.
Wuxi pharmatech has created a business record.
The annual report of pharmaceutical R&D service industry WuXi PharmaTech shows that in 2022, the company achieved operating income of 39.355 billion yuan, a record year-on-year increase of 765,438+0.84%; The net profit attributable to shareholders of the parent company was 8.8 88. 14 billion yuan, up 72.9/kloc-0.0/%year-on-year.
In terms of business, Wuxi PharmaTech's chemical business, testing business, biological business, cell and gene therapy CTDMO business all increased, among which the revenue of chemical business increased by more than 105%. Only the revenue of domestic new drug research and development service department decreased by 22.49% year-on-year, and the revenue during the period was 970 million yuan.
Last year, the growth of Yao Ming Kant's new customers was also more obvious. Wuxi pharmatech said in its annual report that in 2022, the company added more than 65,438+0,400 customers and had more than 5,950 active customers. The company's original customer income was 37.7865438 billion yuan, a year-on-year increase of 77%; The income of new customers is 654.38+57.3 million yuan. Enterprise income 184.2 1 100 million yuan, a year-on-year increase of174%; The income from other customers around the world was 20.934 billion yuan, a year-on-year increase of 30%.
At the same time, WuXi PharmaTech's R&D expenditure increased by over 70% last year, reaching161400 million yuan, accounting for 4. 1% of revenue. WuXi PharmaTech said that the increase in R&D expenses is mainly due to the company's continuous increase in R&D investment, and further strengthening its service capabilities for new molecular types such as PROTAC, oligonucleotide drugs, polypeptide drugs, conjugated drugs, double antibodies, cells and genes.
The performance of the two _ _ _ seedling bibcock is in the opposite direction.
In addition to WuXi PharmaTech, Biology and Biology, two tens of billions of enterprises with Miao as their main products also published annual reports.
Zhifei Biological Annual Report shows that in 2022, the company achieved operating income of 38.264 billion yuan, a year-on-year increase of 24.83%; The net profit attributable to shareholders of the parent company was 7.539 billion yuan, down 2.6 15% year-on-year. The basic earnings per share was 4.7 1 1 yuan, down 26. 15% year-on-year.
As for the reasons for the decline in performance, zhifei Bio believes that in 2022, due to objective factors, the market demand and competition pattern of some products of the company have changed greatly, and the sales volume has dropped significantly compared with last year. However, with the improvement of people's health awareness and willingness to vaccinate, the market potential of _ _ _ _ _ _ _ _ _ which is not exempt from inspection is growing.
In 2022, zhifei spent 854 million yuan on biological research and development, up 54.56% year-on-year.
The main business of zhifei Biology is the research and development of seedlings and biological products. Independent products include ACYW 135 polysaccharide seedlings, AC combination seedlings, Hib seedlings and AC polysaccharide seedlings. The agent products include tetravalent human papillomavirus _ _ _ _ _ _ vaccine and nine-valent human papillomavirus _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _.
Wan Tai Bio achieved a revenue of11.85 billion yuan last year, up 94.55438+0% year-on-year; The net profit attributable to shareholders of listed companies was 4.736 billion yuan, a year-on-year increase of 65,438+034.27%; The basic earnings per share is 5.3 1 yuan.
Wan Tai Biotech specializes in vaccines and in vitro diagnostics. Among them, the income of _ _ _ vaccine and in vitro diagnosis both increased, and the income of _ _ _ vaccine branch increased by more than 152%. The Diagnostic Division realized a net profit of 865,438+076,655,500 yuan, accounting for 65,438+06,865,438+0%; _ _ _ Miao Branch realized a net profit of 4,045,635,700 yuan, accounting for 83. 19%.
Wan Tai Bio said that the company's bivalent cervical cancer vaccine continued to maintain a booming production and sales, and its income and profits continued to grow at a high speed. Its designed production capacity is 30 million pieces per year, and its sales volume exceeds 25 million pieces, and it has been listed in Morocco, Nepal, Thailand and Democratic Republic of Congo successively. The third phase clinical trial of nine-valent HPV vaccine is progressing smoothly.
Brokers are optimistic about the full recovery of routine medical needs.
In addition to the above-mentioned three pharmaceutical leading stocks, another 16 companies in the pharmaceutical biological sector publish annual reports, which are subject to the first-class industry classification of Shenwan. Among the total 19 companies, 16 companies achieved positive year-on-year growth in net profit, among which Wan Tai Bio and WuXi PharmaTech were among the top gainers.
From the market performance, supported by strong performance, the pharmaceutical sector rebounded strongly on March 2 1. Shenwan Pharmaceutical Bio-sector rose by 2.4%, the share prices of Prius and Panlong Pharmaceutical rose by 14.39% and 10% respectively, and Wuxi PharmaTech rose by 8.46%, with a turnover of 4.4 billion yuan, and its share price closed at 80%. The share prices of Changchun Gaoxin, Jiuzhou Pharmaceutical and Kanglong Huacheng all rose by more than 7%, while Wan Tai Bio rose by more than 3.7%.
Capital Securities said that with the end of the _ _ _ policy restraint factors, the _ _ _ policy in the pharmaceutical industry has a significant bottom-up feature, and the valuation contraction has ended. At this stage, the pharmaceutical sector has a high investment cost performance, and once again ushered in a good opportunity for configuration. Judging from the business trend, the disturbance of _ _ policy on the performance of pharmaceutical and medical device products companies, especially pharmaceutical companies, has gradually come to an end, and the follow-up will soon enter a new profit growth cycle.
Shen Wanhongyuan predicts that the demand for routine medical care will fully recover in 2023. _ _ The medical part of the work report fully affirmed that the cost control policies such as centralized procurement have successfully reduced the medical burden in the past few years. At the same time, it is mentioned that in the future, it is necessary to promote the expansion and sinking of high-quality medical resources, strengthen the guarantee of old-age services, and improve the maternity support policy. It is expected that continuous fee control will remain the main line of _ _ _ policy, and independent innovation, ethnic medicine, independent controllable industrial chain, AI+ medical care and vitamin price increase are the current investment directions.
What are the leading stocks of stock medicine?
Domestic generic drug leading stocks: Hengrui Pharmaceutical, Huadong Pharmaceutical, Huahai Pharmaceutical, Puli Pharmaceutical, Jingxin Pharmaceutical and Xinlitai.
Tonghua dongbao, the leader of the second generation of insulin, Hualan Bio, the leader of blood products, Kangtai Bio, the leader of Miao medicine (this is controversial and needs to be subdivided), and Fu Honghanlin, the leader of monoclonal antibodies (monoclonal antibodies are scattered and there are many enterprises, Haizheng Bio, Jiahe, etc.). ), growth hormone leader Changchun Gaoxin, antiallergic drug leader Wuwu Bio.
Baiyun Mountain 600332: Baiyun Mountain's brand awareness and reputation have great influence and attraction among consumers all over the country, and it is one of the most valuable pharmaceutical brands in China; The annual profit of Kunming Pharmaceutical Group 600422: 20 15 pharmaceutical industry is expected to be 260.2 billion yuan, up 19% year-on-year, and the growth rate dropped by 0.4 percentage points year-on-year.
The list of "pharmaceutical leading stocks" with heavy foreign investment includes Mindray Medical, Hengrui Pharma, Shanghai Pharmaceutical, Baiyun Mountain and Changchun High-tech.