Recently, the 2023 China Pharmaceutical Industry Top 100 series list was publicly released, which is divided into five series: chemical medicine, traditional Chinese medicine, CXO, medical devices and biomedical enterprises, with a total of 260 companies in the pharmaceutical industry on the list, and the top three of the five lists are occupied by listed companies or their affiliates.
From June 25th to 28th, 2024, the China Pharmaceutical and Health Industry Symbiosis Conference (MISIHUI) was held in Huzhou, Zhejiang, and the 2023 China Pharmaceutical Industry Top 100 series list was released at this meeting.
The list is divided into five lists: "Top 100 Chinese Chemical Pharmaceutical Enterprises", "Top 100 Chinese Medicine Enterprises", "Top 20 Chinese CXO Enterprises", "Top 20 Chinese Medical Device (including IVD) Enterprises" and "Top 20 Chinese Biopharmaceutical (including Blood Products, Vaccines, Insulin, etc.) Enterprises", with a total of 260 pharmaceutical industry enterprises on the list.
It is worth noting that the top three companies on the above five lists, with a total of 15 companies, are all A-share or Hong Kong-listed companies or their affiliates.
Source: Photo.com
Hengrui Pharmaceutical, China Biopharmaceutical, and Shanghai Pharmaceutical are among the top three chemical drug companies
The top three companies on the list of chemical drug companies this time are Jiangsu Hengrui Pharmaceutical Co., Ltd. (stock abbreviation: Hengrui Pharmaceutical; Stock Code:600276. SH), China Biopharmaceutical Co., Ltd. (stock abbreviation: China Biopharmaceutical; Stock Code: 01177.HK HK) and Shanghai Pharmaceutical Group Co., Ltd. (stock abbreviation: Shanghai Pharmaceutical; Stock Code:601607. SH）。
In 2023, Hengrui Pharmaceutical's revenue and attributable net profit will be 22.820 billion yuan and 4.302 billion yuan respectively, up 7.26% and 10.14% year-on-year, respectively. The company's main business involves the research and development, production and sales of drugs.
In 2023, China's biopharmaceutical revenue will be 26.199 billion yuan, up 0.66% year-on-year; The profit attributable to the parent company was 2.332 billion yuan. The company focuses on the pharmaceutical business, and mainly develops related products in the field of specialty therapy.
In 2023, Shanghai Pharmaceutical's revenue will be 260.295 billion yuan, a year-on-year increase of 12.21%; The attributable net profit was 3.768 billion yuan. The company's main business includes two major sectors: pharmaceutical industry and pharmaceutical business.
Information source: Minenet official account
The top three positions on the list of traditional Chinese medicine companies are all related to listed companies
The three companies leading the list of traditional Chinese medicine enterprises this time are Guangzhou Pharmaceutical Group Co., Ltd. (hereinafter referred to as Guangzhou Pharmaceutical Group), China Resources Sanjiu Pharmaceutical Co., Ltd. (stock abbreviation: China Resources Sanjiu; Stock Code:000999. SZ) and China Traditional Chinese Medicine Holdings Limited (stock abbreviation: China Traditional Chinese Medicine; Stock Code: 00570.HK HK）。
Guangzhou Baiyunshan Pharmaceutical Group Co., Ltd. (stock abbreviation: Baiyunshan; Stock Code: 600332. SH) said in its 2023 annual report that GPC holds 45.04% of the shares of the listed company and is the controlling shareholder of Baiyunshan. The revenue and attributable net profit of listed companies in the current period were 75.515 billion yuan and 4.056 billion yuan respectively, up 6.68% and 2.25% year-on-year respectively. In the field of medicine, the listed company is mainly engaged in the research and development, manufacturing and sales of Chinese patent medicines, chemical APIs, natural medicines, biopharmaceuticals and chemical API intermediates.
In 2023, CR Sanjiu's revenue and attributable net profit will be 24.739 billion yuan and 2.853 billion yuan respectively, a year-on-year increase of 36.83% and 16.50%, respectively. The company's pharmaceutical products have a layout on the consumer retail side and the medical side.
Information source: Minenet official account
On the CXO list, WuXi AppTec, Tigermed and Pharmaron are the top three companies
The top three CXOs on the list are WuXi AppTec Group Co., Ltd. (hereinafter referred to as WuXi AppTec Group), Tigermed Group Co., Ltd. (hereinafter referred to as Tigermed Group) and Pharmaron (Beijing) New Drug Technology Co., Ltd. (stock abbreviation: Pharmaron; Stock Code:300759. SZ）。
The core enterprise of WuXi AppTec Group is Wuxi AppTec New Drug Development Co., Ltd. (stock abbreviation: WuXi AppTec; Stock Code:603259. SH）。 In 2023, the revenue and attributable net profit of listed companies will be 40.341 billion yuan and 9.607 billion yuan respectively, up 2.51% and 9% year-on-year, respectively. WuXi AppTec provides integrated, end-to-end drug development and manufacturing services to the global pharmaceutical industry.
The core enterprise of Tigermed Group is Hangzhou Tigermed Technology Co., Ltd. (stock abbreviation: Tigermed; Stock Code: 300347. SZ）。 In 2023, Tigermed's revenue and attributable net profit will be 7.384 billion yuan and 2.025 billion yuan respectively, up 4.21% and 0.91% year-on-year, respectively. The listed company is a contract research organization focusing on providing professional services for the whole process of clinical trials for the research and development of new drugs.
In 2023, Pharmaron's revenue and attributable net profit were RMB11.538 billion and RMB1.601 billion, representing a year-on-year increase of 12.39% and 16.48%, respectively. The company is a full-process integrated pharmaceutical R&D service platform, providing whole-process integrated drug research, development and production services from drug discovery to drug development.
Information source: Minenet official account
Mindray Medical, United Imaging Healthcare and Wego lead the list of medical device companies
Shenzhen Mindray Biomedical Electronics Co., Ltd. (stock abbreviation: Mindray Medical; Stock Code:300760.HK SZ), Shanghai United Imaging Medical Technology Co., Ltd. (stock abbreviation: United Imaging Medical; Stock Code:688271. SH) and Shandong Weigao Group Medical Polymer Products Co., Ltd. (stock abbreviation: Weigao shares; Stock Code: 01066.HK HK) ranks first in the medical device list.
In 2023, Mindray's revenue and attributable net profit will be 34.932 billion yuan and 11.582 billion yuan, respectively, a year-on-year increase of 15.04% and 20.56%, respectively. The company is mainly engaged in the research and development, manufacturing, marketing and service of medical devices.
In 2023, United Imaging Healthcare's revenue and attributable net profit will be 11.411 billion yuan and 1.974 billion yuan, respectively, up 23.52% and 19.21% year-on-year. At present, the company has built a complete product line layout including medical imaging equipment, radiotherapy products, and life science instruments.
In 2023, the revenue of Weigao shares and the profit attributable to the owners of the company will be 10.718 billion yuan and 1.916 billion yuan respectively. The company is a leading medical device platform company in China.
Information source: Minenet official account
BeiGene, Zhifei Biotech and Changchun High-tech won the first and second places among biopharmaceutical companies
On the biomedical list, BeiGene (Beijing) Biotechnology Co., Ltd. (hereinafter referred to as Beijing BeiGene), Chongqing Zhifei Biological Products Co., Ltd. (stock abbreviation: Zhifei Biologics; Stock Code:300122. SZ) and Changchun High-tech Industry (Group) Co., Ltd. (stock abbreviation: Changchun High-tech; Stock Code:000661. SZ) occupies the top three.
BeiGene Limited (stock abbreviation: BeiGene; Stock Code: 688235. SH) prospectus said that Beijing BeiGene is a wholly-owned subsidiary of the listed company in China. In 2023, BeiGene's revenue will be 4.891 billion yuan, up 130.71% year-on-year. The listed company focuses on the research, development, production and commercialization of innovative medicines.
In 2023, Zhifei's revenue and attributable net profit will be 52.918 billion yuan and 8.070 billion yuan respectively, up 38.30% and 7.04% year-on-year, respectively. The company is a biopharmaceutical enterprise integrating R&D, production, sales, distribution, import and export of vaccines and biological products.
In 2023, Changchun High-tech's revenue and attributable net profit will be 14.566 billion yuan and 4.532 billion yuan respectively, a year-on-year increase of 15.35% and 9.47%, respectively. The company's main business is the research and development, production and sales of biopharmaceuticals and Chinese patent medicines.
Information source: Minenet official account