Wohua Medicine is the first listed company in Shandong to disclose the semi-annual report in 2020. In the first half of the year, the company realized operating income of 484 million yuan, up by 654.38+05.77% year-on-year, and realized net profit attributable to shareholders of listed companies of 90.73 million yuan, up by 654.38+090.14% year-on-year.
Dongcheng Pharmaceutical said in the interim report that the three business segments of "raw materials, preparations and nuclear drugs" in the first half of the year have basically recovered to the pre-epidemic level, and the operating conditions have gradually recovered, achieving an operating income of 65.438+64.6 billion yuan, a year-on-year increase of 24.08%.
Shanda Walter achieved an operating income of 833 million yuan in the first half of the year, up 2.64% year-on-year, and realized a net profit attributable to shareholders of listed companies of 654.38+35 billion yuan, up 5,654.38+0.99% year-on-year.
Jincheng Pharmaceutical, the global leader in cephalosporin side chain intermediates, has experienced a year-on-year decline in performance, but its pharmaceutical and chemical products such as biopharmaceuticals and characteristic APIs still show a steady growth trend. According to TF Securities's analysis, although the pharmaceutical sector closely related to hospital channel demand was greatly affected by the epidemic in the first half of the year, its performance in the second half of the year is expected to catch up, or it will not affect the upward trend of the overall performance throughout the year.
For the future, Bohorque analyzed, "At present, the main source of the performance of local pharmaceutical companies is the domestic market. In the future, if the approved products (new drugs and generic drugs) are sold abroad and have the ability to increase the quantity, the performance will be greatly improved; For innovative pharmaceutical companies in entrepreneurship, patented new drugs can be obtained globally, which is more easily recognized by capital and has an advantage in valuation. "
Bohorque introduced that gene therapy and related CDMO are one of the most advanced technologies in the biomedical field. From research and development, production to future quality control, basically every link has extremely high technical barriers. From the field of ADC drugs, as a cutting-edge drug research and development technology for targeted tumor elimination, the technical difficulty is very high. The core question now is whether the toxicity is still very high. If this problem can be solved, it is expected that the industry will usher in rapid development. AI pharmaceutical research field is to innovate the underlying drug discovery technology and greatly improve the efficiency of new drug research and development. In recent years, the industry has entered a period of development, and the company began to cooperate with large pharmaceutical companies in technology and pipeline. It is expected that with the continuous enrichment of research data and products, there is still enough market space.