Current investment tips:
Vaccine and pharmaceutical R & D outsourcing continued its high boom growth, and covid-19 small molecule drug industry chain deserves attention: the pharmaceutical R & D outsourcing (CXO) sector benefited from the stability of China’s industrial supply chain during the epidemic and the long-term “engineer bonus”, which is expected to maintain a high-profile growth in the first quarter, Driven by the policy of promoting and strengthening vaccination in China, covid-19 vaccine related companies are expected to achieve high performance compared with the first quarter of last year. China has approved Pfizer covid-19 oral drug paxlovid in an emergency on February 12, and the latter has also become the first covid-19 oral specific drug approved for listing in China. At present, China, including Shanghai Junshi Biosciences Co.Ltd(688180) , real biology and pioneering pharmaceutical industry, have promoted their covid-19 drugs under research to phase 3 clinical practice. If the subsequent candidate drugs can be approved, they are expected to continue to create revenue contribution for relevant upstream API and intermediate manufacturing enterprises.
Earnings forecast for the first quarter of 2022 in 2022: the first quarter of 2022 earnings forecast for the first quarter of 2022 for the first quarter of 2022 for the first quarter of 2022 for the first quarter of 2022 for the first quarter of 2022: earnings forecast for the first quarter of 2022 for the first quarter of 2022 for the first quarter of 2022 for the first quarter of 2022: earnings forecast for the first quarter of 2022: we have predicted the profitability of 46 listed companies in the pharmaceutical and biological industry: we have predicted the earnings of 46 listed companies in the first quarter of 2022 for the first quarter of 2022 for the first quarter of 2022. Among them, the companies with the net profit attributable to parent company growing at 100% or more are: Shenzhen Kangtai Biological Products Co.Ltd(300601) Shenzhen Kangtai Biological Products Co.Ltd(300601) Suzhou Nanomicro Technology Co.Ltd(688690) , Chongqing Zhifei Biological Products Co.Ltd(300122) ; 40% or 100% of the companies that are growing at 40% ~ 100% 40% of the 40% or 100% of the 40% of the 40% of the 40% 100% of the companies that are growing at 40% or 100% of the 40% of the 40% of the 40% of the 40% of the 40% of the 40% of the 40% of the 40% of the 40% of the 40% of the fastest fastest fastest rate of 40% of the 40% of 100% of the 40% of the companies that are: Wuxi Apptec Co.Ltd(603259) , Shanghai Haoyuan Chemexpress Co.Ltd(688131) , Shanghai General Healthy Information And Technology Co.Ltd(605186) ; Companies with a growth rate of 30% ~ 40% include: Jafron Biomedical Co.Ltd(300529) , Pharmaron Beijing Co.Ltd(300759) , Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) , Cspc Innovation Pharmaceutical Co.Ltd(300765) , Hubei Jumpcan Pharmaceutical Co.Ltd(600566) , Jenkem Technology Co.Ltd(688356) , Zhejiang Starry Pharmaceutical Co.Ltd(603520) , Nanjing King-Friend Biochemical Pharmaceutical Co.Ltd(603707) ; Companies with a growth rate of 20% ~ 30% include: Jiangsu Apon Medical Technology Co.Ltd(300753) , Nanjing Well Pharmaceutical Group Co.Ltd(603351) , Brightgene Bio-Medical Technology Co.Ltd(688166) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Betta Pharmaceuticals Co.Ltd(300558) , Aier Eye Hospital Group Co.Ltd(300015) , Changchun High And New Technology Industries (Group) Inc(000661) ; The growth rate is 0% ~ 20%: Autobio Diagnostics Co.Ltd(603658) , Topchoice Medical Co.Inc(600763) , Zhejiang Wolwo Bio-Pharmaceutical Co.Ltd(300357) , Yifeng Pharmacy Chain Co.Ltd(603939) , Hualan Biological Engineering Inc(002007) ; Companies with negative growth of net profit attributable to the parent include: Jiangsu Hengrui Medicine Co.Ltd(600276) , Changchun Bcht Biotechnology Co(688276) , Beijing Tiantan Biological Products Corporation Limited(600161) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Qingdao Haier Biomedical Co.Ltd(688139) , Shanghai Junshi Biosciences Co.Ltd(688180) .
Investment analysis opinion: with China adhering to the epidemic prevention and control policy of “dynamic clearing”, we remind to pay attention to “detection + covid-19 drug + vaccine”, especially Chinese companies’ active participation in the global covid-19 drug industry chain, the continuous demand for antigen detection at home and abroad and the progress of domestic covid-19 mRNA vaccine. It is currently in the period of performance disclosure, and it is recommended to focus on the first quarter. The first quarter of the first quarter is a good one. The underlying trend is good, the performance is strong, and there are companies that might exceed expectations: Cansino Biologics Inc(688185) \ \, it’s recommended to focus on. The first quarter of the first quarter is a good one. The performance is strong, and there are companies that might be beyond expectations: Beijing Abt Networks Co.Ltd(688168) 8181 Cansino Biologics Inc(688185) Shanghai Haishun New Pharmaceutical Packaging Co.Ltd(300501) Yifeng Pharmacy Chain Co.Ltd(603939) , Lbx Pharmacy Chain Joint Stock Company(603883) , Dashenlin Pharmaceutical Group Co.Ltd(603233) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Shanghai Junshi Biosciences Co.Ltd(688180) , etc.
Risk tip: the performance is not as expected, covid-19 epidemic risk, innovative drug R & D risk, centralized purchase risk
