23 Guangdong pharmaceutical companies issued performance forecasts and 70% of them were happy

By 2023, the number of listed companies in Guangdong is expected to reach 30 in the medical device field, which is widely favored by capital and the market.

　　At the beginning of the Chinese New Year, all media reporters from Guangzhou Daily found that with policy assistance, corporate efforts, and market optimism, Guangdong and Guangzhou, as the places where pharmaceutical industry investment, production and consumption are flourishing, have gained a lot from local listed pharmaceutical companies—— Guangzhou Pharmaceutical Group, a new Fortune Global 500 company, helped Guangzhou to "establish a manufacturing market". Kangmei Pharmaceutical's stock rose on the first day of the coaching change and turned losses into profits last year; nearly 70% of Guangdong pharmaceutical listed companies that have disclosed the 2021 annual report performance forecast Foreshadowing; and in the sub-sector of medical devices, which is favored by the capital and consumer markets, by 2023, Guangdong medical device listed companies are expected to reach as many as 30.

　　Text / table Guangzhou Daily all media reporter Tu Duanyu Wang Chuhan

　　GPHL helps Guangzhou "manufacturing city" Kangmei Pharmaceutical to turn losses into profits

　　In 2022, the Guangzhou Municipal Government Work Report mentioned for the first time that "industry first, manufacturing industry will establish a city", and strengthen the three emerging pillar industries of new generation information technology, intelligent and new energy vehicles, biomedicine and health.

"I am very excited. This not only shows the advantages of Guangzhou, but also the key point that Guangzhou must strengthen in the future." Li Chuyuan, Secretary of the Party Committee and Chairman of Guangzhou Pharmaceutical Group, said that Guangzhou has the confidence to do a good job in the manufacturing industry and the real economy. good.

　　On the evening of January 26, *ST Kangmei released an announcement on the change of legal representative and the election of the chairman of the board of directors and the chairman of the board of supervisors. The board of directors of the company reviewed and approved the election of Lai Zhijian as the chairman. Lai Zhijian is currently the deputy director of quality of GPHL.

The company's new chairman of the board of supervisors, Gao Yanzhu, also worked for GPHL.

This coaching change has been recognized by the capital market. On January 27, *ST Kangmei rose to fame against the market, and the prospect of rebranding and rebirth was recognized by the capital market.

　　Then on the evening of January 27, *ST Kangmei released a performance forecast saying that the company expects to achieve a net profit of 5.625 billion yuan to 8.438 billion yuan attributable to shareholders of listed companies in 2021, turning losses into profits year-on-year.

Released together with the performance announcement is a statement on the elimination of the pre-audit of *ST Kangmei's delisting risk warning in 2021.

It is understood that, or because investors' confidence in the development of Kangmei Pharmaceutical has continued to increase, Kangmei's market value has risen from a minimum of more than 8 billion yuan to the current 43.533 billion yuan.

　　It is reported that Guangzhou Pharmaceutical Group, a local pharmaceutical company in Guangzhou, last year became the first company in the world to enter the 2021 Fortune Global 500 list with traditional Chinese medicine as its main business, ranking 468th in revenue and 390th in profit.

　　Not long ago, GPHL also built the first GMP standard Chinese medicine factory in Macau. Baiyunshan Banlangen, which has the largest market share in the country, is expected to develop into a new Chinese medicine with higher quality control, stronger antiviral and anti-inflammatory effects. , and will be the first to declare and transform in Macao, China.

　　12 Guangdong listed pharmaceutical companies are expected to make profits exceeding 100 million yuan

　　According to data from Oriental Fortune Choice, as of February 7, there were 41 listed pharmaceutical companies in Guangdong classified by region, of which 23 disclosed their 2021 annual report performance forecasts.

The reporter noticed that among the 23 companies, 16 companies are expected to achieve net profit attributable to shareholders of listed companies in 2021, accounting for about 70%, of which 12 companies are expected to earn more than 100 million yuan, including * ST Kangmei, Guohua Internet Security, Livzon Group, Joincare and other enterprises.

　　Specifically, *ST Kangmei, which was once in crisis due to financial fraud, is expected to have a net profit of 5.625 billion to 8.438 billion yuan attributable to shareholders of listed companies in 2021, turning losses into profits.

However, the reporter noticed that Kangmei Pharmaceutical achieved a net profit of about 17.5 billion yuan after the bankruptcy and reorganization. After deducting non-recurring gains and losses, the company's performance was still a pre-loss of 5.76 billion yuan to 8.64 billion yuan.

In addition, Xin Litai expects a net profit of 460 million yuan to 598 million yuan in 2021, a year-on-year increase of 657% to 883.23%. In fact, its operating performance has doubled significantly. The low base in the same period last year is one of the important factors. factor.

　　Focus on the listed pharmaceutical companies in Guangzhou classified by region. According to data from Oriental Fortune Choice, as of February 7, 4 companies have disclosed their 2021 annual report performance forecasts. Guanhao Bio and Boji Medicine , Poinsettia and Bio-Otai-U are all expected to achieve net profit attributable to shareholders of listed companies in 2021. Guanhao Biotechnology is expected to achieve a net profit of 70 million to 79 million yuan, an increase of 50% to 70% year-on-year; Boji Pharmaceutical expects Net profit of RMB 37 million to RMB 48 million, a year-on-year increase of 117.79% to 182.54%; Poinsettia is expected to achieve a net profit of RMB 293 million to RMB 361 million, a year-on-year increase of 30% to 60%; Bio-Otai-U is expected to achieve a net profit of RMB 6,500 RMB 10,000 to RMB 95 million.

As for the reasons for the growth in performance, in addition to the strength of the main business, some companies mentioned that the gradual implementation of innovative R&D projects and new products have brought revenue growth.

　　Policies help local pharmaceutical industry clusters continue to grow

　　Just on January 26, Guangdong issued the "Guangdong Province Implementation Plan for Promoting the High-Quality Development of the Medical Device Industry", which clarified eight key tasks and three major safeguards.

The implementation plan proposes that by 2023, the annual compound growth rate of the medical device manufacturing industry's operating income will reach more than 20%, and the annual operating income of the medical device manufacturing industry above designated size will reach 170 billion yuan; the approved national innovative medical device registration certificate will reach 30%. The number of listed companies in the capital market has reached 30; a high-end medical device industry cluster with Guangzhou and Shenzhen as the dual cores has been formed.

　　The continuous development and growth of local pharmaceutical industry clusters is inseparable from policy assistance.

It is reported that in recent years, Guangzhou has continuously optimized the business environment, formed a "1+1+N" key industry promotion policy system, and issued "Guangzhou's Several Regulations on Accelerating the Development of Biomedical Industry (Revised)", "Guangzhou Accelerating Biomedical Industry Development" Development and Implementation Opinions" and "Guangdong-Hong Kong-Macao Greater Bay Area Traditional Chinese Medicine Highland Construction Plan (2020-2025)" and other policies to support biopharmaceutical companies to invest in Guangzhou and help them become bigger and stronger in Guangzhou.

　　Last year, the "Guangdong Province National Economic and Social Development 14th Five-Year Plan and 2035 Vision Outline" released on the official website of the Guangdong Provincial People's Government mentioned that the biomedicine and health industry, as one of the ten strategic pillar industry clusters, It is necessary to accelerate the development of the biopharmaceutical industry and form a competitive advantage in the fields of biopharmaceuticals, chemical drugs, modern Chinese medicine, high-end medical equipment, and medical services.

　　According to the "Five-Year Action Plan for the Development of Guangzhou's Biomedical Industry (2017-2021)", by 2021, the scale of Guangzhou's biomedical industry will reach 500 billion yuan, with an added value of 120 billion yuan, accounting for more than 4% of GDP. The role of promoting the transformation and upgrading of the city's industries and realizing the "new vitality of the old city" has become increasingly prominent.

In addition, according to the "14th Five-Year Plan for High-Quality Development of Manufacturing Industry in Guangdong Province", by 2025, the biomedicine and health industry will strive to achieve an operating income of 1 trillion yuan and build an industrial highland with international influence.