Last week (March 21-25), the A-share pharmaceutical and biological sector rose slightly. Shenwan pharmaceutical and biological industry index rose 0.54% during the week, and about half of the stocks in the sector rose. As of the closing on March 25, there were 10 listed companies with a market value of 100 billion yuan in the sector, of which three disclosed the 2021 annual report within the week.
On the 25th, Yunnan Baiyao Group Co.Ltd(000538) released an annual report, which showed that the company achieved an operating revenue of 36.374 billion yuan in 2021, an increase of 11.09% year-on-year; The net profit attributable to the shareholders of the listed company was 2.804 billion yuan, a year-on-year decrease of 49.17%; The basic earnings per share was 2.21 yuan, lower than 4.32 yuan in 2020 and 3.28 yuan in 2019. According to the annual report, Yunnan Baiyao Group Co.Ltd(000538) disposed of some equity instrument investments, and the amount of trading financial assets decreased from 11.229 billion yuan at the beginning of 2021 to 4.720 billion yuan at the end of 2021, and the proportion in total assets also decreased from 20.26% to 9.03%. During the reporting period, the profit and loss from changes in fair value of the company was -1.929 billion yuan, which was caused by “changes in the net value of securities and fund units held by the company”.
announced on Wuxi Apptec Co.Ltd(603259) 23 that in 2021, the company achieved an operating revenue of 22.902 billion yuan, a year-on-year increase of 38.50%; The net profit attributable to the shareholders of the listed company was 5.097 billion yuan, an increase of 72.19% over 2.96 billion yuan last year. From the perspective of main business by region, the company’s overseas revenue accounts for a large proportion. According to the data, in 2021, Wuxi Apptec Co.Ltd(603259) domestic operating revenue was 5.775 billion yuan, accounting for about 25% of the company’s total revenue, and the gross profit margin was 36.47%, a decrease of 0.49 percentage points over the previous year; Overseas operating revenue was 17.1 billion yuan, with a gross profit margin of 36.20%, a decrease of 2.11 percentage points over the previous year Wuxi Apptec Co.Ltd(603259) said that in 2021, the company added more than 1660 new customers, providing services to more than 5700 active customers from more than 30 countries around the world, covering all the world’s top 20 pharmaceutical enterprises. During the reporting period, the top 20 pharmaceutical enterprises in the world accounted for about 29.4% of the company’s overall revenue.
Earlier, Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) disclosed that in 2021, the company achieved an operating revenue of 39.005 billion yuan, an increase of 28.70% year-on-year; The net profit attributable to the shareholders of the listed company was 4.735 billion yuan, a year-on-year increase of 29.28%; The net cash flow from operating activities was 3.949 billion yuan, a year-on-year increase of 53.07%. Specifically, the revenue of the company’s three business segments of pharmacy, medical devices and medical diagnosis and medical and health services last year was 28.904 billion yuan, 5.938 billion yuan and 4.118 billion yuan respectively, with a year-on-year increase of 32.10%, 13.82% and 29.82% respectively; The gross profit margin was 52.12%, 48.77% and 19.06% respectively, a decrease of 8.27, 2.89 and 1.46 percentage points respectively over the previous year Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) also disclosed the progress of its car-t cell therapy product yikaida, which has attracted market attention due to the pricing of 1.2 million yuan / needle. According to the annual report, by the end of February 2022, yikaida had been listed in urban Huimin insurance and more than 40 Commercial Insurance in 23 provinces and cities, 75 treatment centers had been registered, and about 100 patients had entered the treatment process.
With the gradual disclosure of the annual reports of listed pharmaceutical enterprises, the position of institutions has gradually emerged, and the position changes of some well-known fund managers have attracted the attention of investors.
Ge Langjia of China Europe Fund has a number of pharmaceutical leaders According to the annual report disclosed on 6 Sinopec Oilfield Equipment Corporation(000852) 5, China Europe healthcare hybrid a managed by Glenn has 228322 million new positions, with a shareholding ratio of 1.66%, becoming the fourth largest circulating shareholder of the company The Wuxi Apptec Co.Ltd(603259) annual report shows that China Europe healthcare hybrid A is the eighth largest circulating shareholder of the company, holding 657161 million shares, accounting for about 2.22%, with an increase of 248067 million shares in the current period Suzhou Nanomicro Technology Co.Ltd(688690) annual report shows that with 1363400 shares, China Europe healthcare hybrid a ranks second among the top ten new circulating shareholders Changchun High And New Technology Industries (Group) Inc(000661) annual report shows that among the top ten circulating shareholders of the company, China Europe healthcare hybrid a ranked fifth, and its shareholding increased from 5.5172 million shares on November 23 last year to 5.9918 million shares at the end of last year Jianmin Pharmaceutical Group Co.Ltd(600976) , Apt Medical Inc(688617) , Baicheng pharmaceutical’s top ten circulating shareholders also appeared in the figure of China EU medical and health hybrid a.
Guangfa healthcare stock a, which is in the charge of Wu Xingwu of Guangfa fund, also appears among the top ten circulating shareholders of Baicheng medicine. At the same time, GF healthcare stock a also took a new position of Suzhou Nanomicro Technology Co.Ltd(688690) 541000 shares in the fourth quarter of last year, and increased its holdings of Yunnan Botanee Bio-Technology Group Co.Ltd(300957) 256600 shares to 1835400 shares.
