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Recently, the semi-annual reports of listed companies in the pharmaceutical industry have been released one after another; Sina Finance Pharmaceutical Channel conducted statistics on the company's market value, revenue and net profit and other operating conditions, R&D expenses and sales expenses, and released the list of "Top 100 Market Values of Chinese Pharmaceutical Companies". The data of this list comes from Wind. As of August 24, Shenwan, which covers A shares and Hong Kong shares, are classified into nearly 600 companies in the pharmaceutical, biological and cosmetic care industries.
(the above is the top ten rankings, the complete list can be seen at the end of the article, data source: Sina Finance and Pharmaceutical Channel and wind)
. The market value ranking of medical equipment companies
From the list, we can see that the medical equipment industry Mindray Medical once again ranked first with a market value of 356.2 billion yuan, and it is also the company with the largest market value in the entire pharmaceutical and equipment industry. Then there are Hengrui Medicine , JD Health , Aimeike , Fosun Pharmaceutical and other companies ranked first. Among them, Mindray Medical and Hengrui Medicine have a market value of more than 200 billion yuan, and JD Health, Aimeike and Wantai Biologics have a market value of more than 100 billion yuan.
Minery Medical - Overseas market growth is good
As one of the earliest medical device companies in China, Mindray Medical's core business spans three major fields: life information and support, in vitro diagnosis, and medical imaging . After years of development, it has grown into a supplier of medical devices and solutions.
htmlOn August 20, Mindray Medical released its 2022 semi-annual report, The company's operating income in the first half of the year was 15.356 billion yuan, an increase of 20.2% from 12.778 billion yuan in the same period last year; the net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 5.247 billion yuan, a year-on-year increase of 21.76%. basic earnings per share is 4.3682 yuan.
The revenue in the international market was 6.079 billion yuan, a year-on-year increase of 17.74%, and the growth was more than 40% after deducting anti-epidemic related products. 's operating income in the international market in the second quarter was 3.311 billion yuan, a year-on-year increase of 28.72%, and an increase of more than 45% after deducting anti-epidemic related products.
Hengrui Medicine - Revenue decreased by 23.08% year-on-year
htmlOn the evening of August 19, Hengrui Medicine released its 2022 semi-annual report. achieved operating income of 10.228 billion yuan in the first half of the year, a year-on-year decrease of 23.08%; net profit was 2.12 billion yuan, a year-on-year decrease of 20.55%. net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 2.009 billion yuan, a year-on-year decrease of 24.12%. Basic earnings per share is RMB 0.33 per share.
JD Health - Operational data is considerable
htmlOn August 23, JD Health's first half of 2022 financial report was released. The company's achieved a total revenue of 20.2 billion yuan in the first half of the year, a year-on-year increase of 48.3%; adjusted net profit was 1.21 billion yuan, a year-on-year increase of 82.0%; while total revenue grew steadily, profitability was further enhanced.
At the same time, JD Health also disclosed its considerable operational data. In terms of medical and health services, JD Health Internet Hospital has an average daily online consultation volume of more than 250,000. JD Home Medicine has upgraded and introduced more professional roles to provide richer and more comprehensive health management; consumer medical service cooperation merchants cover more than 500 cities across the country and more than 40,000 service stores. In terms of the pharmaceutical supply chain, the number of drug warehouses and non-drug warehouses nationwide has increased to 20 and more than 450 respectively. JD Pharmacy's "self-operated cold chain" capacity has covered more than 240 cities across the country, and JD Pharmacy's offline DTP pharmacy has expanded to 26 provincial administrative regions in the country. "JD Pharmaceutical Express" cooperates with more than 60,000 merchants to provide users in more than 400 cities with omni-channel services covering all time periods.
Aimeike-Gross profit margin is good
On August 24, 2022, Aimeike (300896) released its semi-annual report. In the first half of the year, the company achieved operating income of 885 million yuan, an increase of 39.7% over the same period last year; and achieved a net profit attributable to shareholders of listed companies of 591 million yuan, an increase of 38.9% over the same period last year.
Among them, solution injection products achieved sales revenue of 643 million yuan, a year-on-year increase of 35.12%, and a gross profit margin of 94.07%; gel injection products achieved sales revenue of 237 million yuan, a year-on-year increase of 59.71%, and a gross profit margin of 96.05%.
Aimeike's gross profit margin has remained above 90% in recent years. The gross profit margin of sales reached 94.39% in the first half of this year, an increase of 0.69% from 93.7 at the end of last year, with a record high of gross profit.
The medical device sector fell more than
In the first half of 2022, the entire medical sector in the secondary market was not optimistic or not. The stock price trend of most companies was downgraded and continued to consolidate. The medical device industry in has the highest decline, once exceeding 17%. Among them, companies such as minimally invasive robots, minimally invasive medical care, and Jinyu Medical fell significantly.
Minimally invasive robot - Continuously losing money in recent years
Minimally invasive medical robot is a subsidiary of Minimally invasive Medical Science Co., Ltd. It started the research and development of Tumai® laparoscopic surgical robot in 2014 (as an internal incubation project of Minimally invasive® Group). In 2015, the company was officially established in China and started the research and development of Honghu® orthopedic surgical robot. On November 2, 2021, Minimally Invasive® Robot was successfully listed on the main board of the Hong Kong Stock Exchange.
After about 6 years of development, it has become the only surgical robot company in the world that covers five major "golden tracks" of laminoscope, orthopedics, panvascular, transnatural cavity and percutaneous puncture. Not long ago, its independently developed SkyWalkerTM knee joint navigation and positioning system (i.e., Honghu orthopedic surgical robot) was certified by the US FDA, becoming the first Chinese surgical robot to obtain FDA certification. However, in recent years, the company has continued to lose money, with its net loss for the whole year of 2021 reaching 584 million yuan, more than double the 209 million yuan in 2020.
Minimally Invasive Medical - a company with a trillion-dollar market value gene
Since its establishment in 1998, Minimally Invasive Medical has had a 23-year development history, but unlike other companies that have strengthened their business through reorganization and mergers, the growth of Minimally Invasive Medical lies in its continuous split, strengthening its subsidiaries, and constantly opening up new tracks. It can be found that the tentacles of minimally invasive medical devices have reached multiple industries; including cardiovascular and structural heart disease, electrophysiological and cardiac management systems, bone and soft tissue repair, major arterial and peripheral vascular diseases, medical robots, in vitro diagnosis and in vivo imaging, and solid tumor treatment. The company's chairman Chang Zhaohua once said: "Mini-invasive is a company with a trillion-dollar market value gene."
htmlOn August 19, the company's Minimally Invasive Electrophysiology officially started the online and offline simultaneous subscription work. After the strategic allocation callback, the total number of final issuances is the total number of this issuance deducted by deducting the final strategic allocation, with a total of 65,866,107 shares. The price of this issuance is 16.51 yuan per share, and the issuance market value is 7.77 billion yuan, not less than 4 billion yuan. Before this, Minimally Invasive Medical had successfully split the four listed companies: Xinmai Medical , Xintong Medical, Minimally Invasive Robots and Minimally Invasive Brain Science.
Jinyu Medical
Jinyu Medical's core entrepreneurial team has been actively exploring the operating model of medical testing outsourcing services in China since the 1990s. Guangzhou Jinyu Medical Testing, which was officially established in 2003 based on a deep understanding of the industry and accumulation. has now developed into a leading enterprise with a large scale in the third-party medical testing industry, a large number of inspection laboratories, a wide market network, and a complete range of inspection projects and technical platforms.
is mainly engaged in third-party medical testing and pathological diagnosis business, providing outsourcing and scientific research and technical services to various medical institutions, including physical and chemical mass spectrometry testing, genomic testing, pathological diagnosis, biochemical luminescence testing, immunology testing, and other comprehensive testing to all types of medical institutions, and outsourcing and scientific research and technical services.
Recently, Jinyu Medical disclosed its 2022 semi-annual report. The company's revenue in the first half of the year reached 8.312 billion yuan, a year-on-year increase of 52.37%, and its net profit attributable to shareholders reached 1.643 billion yuan, a year-on-year increase of 55.11%. The main business revenue of medical testing reached 7.873 billion yuan, a year-on-year increase of 51.34%; among which, the revenue of large-scale COVID-19 screening was approximately 2.66 billion yuan, accounting for 33% of the main business revenue of medical testing.
Companies that rose against the trend
From the perspective of the secondary market, although the medical equipment industry sector generally fell this year, there are also companies with higher gains. For example, among the four major medical equipment distribution giants, , China Resources Pharmaceutical and , Sinopharm Holdings , two companies, ranked first, , among which China Resources Pharmaceutical ranks first with a 37% increase, followed by Sinopharm Holdings 7%, followed by Aimeike.
Sino Pharmaceutical Holdings
Sino Pharmaceutical Holdings business includes several major sectors of pharmaceutical distribution, pharmaceutical retail, medical devices and other businesses. In 2021, its pharmaceutical distribution business revenue was 389.955 billion yuan, a year-on-year increase of 11.96%, accounting for 72.62% of the total revenue.
's medical device sector mainly carries the company of Sinopharm Devices. It was established in 1966. Its business covers various fields such as medical device research and development, manufacturing, circulation, and services. It distributes domestic and foreign medical equipment, consumables, IVD and other full categories of products. covers 32 provinces (cities and districts) across the country, has more than 300 branches/subsidiaries, and serves more than 6,000 large and medium-sized medical institutions across the country. It is a national third-party logistics benchmark enterprise for medical devices. Its innovative service models such as centralized distribution and FLI+ lead the industry's development. It is a comprehensive medical device service operator with a comprehensive scale, strength, coverage and professionalism in my country.
China Resources Pharmaceutical
China Resources Pharmaceutical is a well-known large-scale pharmaceutical distribution enterprise in China. It is mainly engaged in pharmaceutical commodity marketing, logistics distribution and providing pharmaceutical supply chain solution services. Its business scale ranks among the top three pharmaceutical commercial enterprises in the country. In 2021, the company's total revenue was HK$236.806 billion, equivalent to RMB 197.684 billion, an increase of 18.2% year-on-year; net profit attributable to shareholders was HK$3.769 billion, an increase of 14.3% year-on-year. Among them, the pharmaceutical distribution business achieved revenue of HK$199.125 billion, a year-on-year increase of 17.9%; the pharmaceutical retail business achieved revenue of HK$7.605 billion, a year-on-year increase of 17.6%.
China Resources Medical Devices, a subsidiary of the Group, is fully responsible for the medical device segment business. It was established in May 2017. It has a supply and distribution network covering the country and is the national headquarters platform of the China Resources Medical Devices Group. has all categories of medical devices, including first, second and third categories, as well as import and export business qualifications, information consultation, equipment maintenance and other business scopes.
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