Medical network on April 20 - as of April 19, in 214 a-share listed companies in medicine, existing 187 disclosure of earnings forecast in 187. Of these, 114 is expected to net profit year-on-year growth, including 38 net profit forecast increased more than 100%; 51 downturn, many companies decline is larger; 22 is uncertain. Happily, particularly basic medicine industry company get harvest, means that the decline in nearly two years growth of the pharmaceutical industry has gradually through the "winter". 

 

Multiple factors to promote growth 

 

Goods transfer large data terminal, according to the above 187 companies operating income growth of about 7.5% on average, year-on-year net profit will grow by an average of 9.5% from a year earlier. 

 

Of the 187 companies, the companies net profit forecast to add 114, accounted for about sixty percent. Among them, 38 companies are expected to net profit rose more than 100%, including the appropriate wide reputation far, national agricultural science and technology, China wide health, pharmaceutical, tai chi group, etc. 

 

Results the main reason for the increase, most enterprises is sales scale and new product listing, denotative expansion and table after profits growth. The company's net profit scale basic in 40 million yuan of above. Wide reputation far net profit of 98 million yuan, is expected to increase to 47 times. 

 

30 companies net profit increase range between 30% and 100%, including the pharmaceutical, CDH innovation, essence pharmaceutical, hundred million sails medicines, etc. The growth of these companies mainly is to acquire assets and tables, or sales scale rise in net profit. And nine medical and pharmaceutical belong to northeast Ann turnround type. 

 

Net profit is expected to decline, in addition, 51 companies accounted for about thirty percent, including jia should pharmaceutical, hokuriku pharmaceutical, DE man, source in the Concorde, bo dhi medicine, the sea is pharmaceutical, double into the pharmaceutical industry, etc. Among them, the sea is pharmaceuticals, double into pharmaceuticals dropped more than 500%. 

 

62 companies sales gross profit margin by more than 50% 

 

Goods transfer large data terminals statistics show that 62 drug firms sales gross profit margin of more than 50% in 2016. Look from niche, biological products industry, chemical pharmaceutical field times, proprietary Chinese medicine industry ranked third. Pharmaceutical business and medical services are no company on the list. 

 

Among them, beida pharmaceutical, cable car glides, wisdom god flying creatures, yasuhiro miyata pharmaceutical and hengrui pharmaceutical, wide raw hall, dhi sichuan pharmaceutical, step length KaiBao, longjin pharmaceutical pharmaceutical, Shanghai, changchun high-tech, immortality of sales gross profit margin of more than 80%. 

 

Beida pharmaceutical gross margin is as high as 97%, currently sit above the top. Company belongs to the listing of new shares in 2016. , according to data from beida pharmaceutical 2016 revenue of 1.035 billion yuan, up 13.26% from a year earlier. Net profit of 369 million yuan, up 6.81% from a year earlier. Among them, ek for sales income is 1.035 billion yuan, accounting for 99.98% of the revenue. For ek, belong to the state class 1 new drug, is also China's first with independent intellectual property rights of small molecules targeting anticancer drugs, mainly used in EGFR mutation positive first-line treatment of locally advanced or metastatic non-small-cell lung cancer (NSCLC). 

 

Followed by the cable car glides god. Since 2012, the company for six consecutive years sales gross profit margin of more than 90%. Annual report, the cable car glides god for 2016 operating income of 1.403 billion yuan, belong to shareholders of listed companies net profit of 257 million yuan. Company main product is innovative drug Sue peptides (injectable mouse nerve growth factor) and exclusive varieties sf-peg. Born in 2016, Sue peptide sales gross profit margin of 97.12%. 

 

Hengrui pharmaceutical 2016 operating income of 2016 yuan, up 19.08% from 2015. Realize net profit attributable to shareholders of listed companies of 2.589 billion yuan, up 19.22% from a year earlier. In 2016, the company tablet, injection drug sales gross profit margin of 89.4%, 87.29% respectively. 

 

Step length pharmaceutical 2016 operating income of 12.321 billion yuan, up 5.71%; Gross margin was 83.17%, year-on-year increase of 0.38%. 

 

In addition, the sales gross margin from 50% to 80% of the company has 50, crown exposure are biological, wide reputation far, split pharmaceutical, jia should medicine, Tibetan medicine, tonghua dongbao, etc. 

 

Part of the company's gross margin fell. In 2016, with force pharmaceutical pharmaceutical manufacturing sector gross margin was 71.4%, fell nearly 10%, in 2015 the figure was 81.44%. In addition, xiangxue pharmacy, Kang Zhi pharmaceutical, jincheng pharmaceutical companies such as product sales gross margin decline in different degrees. 

 

It is important to note that positive medicine biological dividends of listed companies in 2016. Statistics show that 90 medical listed company intends to cash dividends. Among them, 31 companies cash dividends total more than one hundred million yuan. Harbin pharmaceutical co, step length pharmaceutical cash dividend amount more than $1 billion. 

 

"Cold winter" is over 

 

In 2016, the pharmaceutical industry revenue growth to return to double-digit levels, picked up from a year earlier. State food drug safety administration institute of medicine economic south Lin Jianning told the China securities journal reporter, director, pharmaceutical manufacturing 2017 revenue growth is expected to about 12%, the output value 3.5 trillion yuan. 

 

Chinese medicine enterprise management association ming-de yu told the China securities journal reporter, because the health insurance fee strength tighter control, pharmaceutical industry growth in the past two years continuous decline, in the first half of 2015 the income growth of a new low for nearly 15 years, the growth rate is only 8.76%. Industry revenue growth rate fell below 10% of the time, just before 2000, was mainly because of lack of medical insurance system for urban employees. In 2003, 2007, the new farmers, urban residents medical insurance has been set up, in the case of aging demand constantly release, below the double-digit growth situation sparked concern. 

 

Agricultural bank health care fund fund manager Xu Zhibiao thinks, industry of winter has in the past, medicine plate current high cost performance.