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3 pharmaceutical companies have been surveyed by more than 200 institutions, why they have become popular targets

(People's Daily Health Client Reporter Zhao Yuanzhi Intern Reporter Cao Yuyue) On August 5, the People's Daily Health Client reporter paid attention to the fact that, according to the statistics of the Securities Times, about 126 companies in the two cities were investigated by institutions in the past five trading days (July 29 to August 2). Among them, three pharmaceutical companies, Mindray Medical, United Imaging Medical, and Zuoli Pharmaceutical, were surveyed by 280, 257, and 202 institutions, respectively.

Judging from the data disclosed by research institutions, Mindray Medical is the most popular among the popular targets in the survey.

3 pharmaceutical companies have been surveyed by more than 200 institutions, why they have become popular targets

According to Mindray's report for the first quarter of 2024, the operating income in the reporting period was 9.373 billion yuan, an increase of 12.06% over the same period of the previous year. The net profit attributable to the parent company was 3.160 billion yuan, a year-on-year increase of 22.90%. In the first quarter, Mindray's domestic market benefited from the rapid recovery of new medical infrastructure and routine diagnosis and treatment activities, which drove the performance improvement. In terms of international markets, especially in developing countries, the market performed well, with a growth rate of more than 20%, and the North American market also achieved steady growth for two consecutive years.

In addition, Mindray's three major business lines (life information and support, in vitro diagnostics, and medical imaging) have all achieved balanced development, among which the growth rate of in vitro diagnostics business is particularly prominent, and the compound growth rate of international IVD business has exceeded 30% for two consecutive years, providing solid support for performance growth.

3 pharmaceutical companies have been surveyed by more than 200 institutions, why they have become popular targets

Secondly, United Imaging Medical, a leader in the field of high-end medical imaging, also has frequent highlights in its latest first quarter report. According to the first quarter report of 2024, United Imaging Medical achieved a total operating income of 2.350 billion yuan, a year-on-year increase of 6.22%; net profit attributable to the parent company was 363 million yuan, a year-on-year increase of 10.20%; During the reporting period, United Imaging Healthcare's basic earnings per share was 0.44 yuan, an increase of 10% year-on-year.

Benefiting from the continuous increase in R&D investment, the promotion of product innovation and upgrading, and the acceleration of its globalization strategy, United Imaging Healthcare's financial report data shows that during the reporting period, the proportion of United Imaging Healthcare's mid-to-high-end product revenue increased significantly, and its service revenue increased by more than 40% year-on-year. In an interview with the media, the relevant person in charge of United Imaging Healthcare said that as of the first quarter of 2024, the company's products have served more than 12,600 medical and scientific research institutions around the world, covering more than 70 countries and regions, and the brand influence has been continuously improved.

3 pharmaceutical companies have been surveyed by more than 200 institutions, why they have become popular targets

Zuoli Pharmaceutical received a total of 207 institutions last week, including Bank of China Securities, Qianhai Open Source Fund, Guohai Asset Management, etc. Judging from the performance in the first half of 2024, the operating income in the first half of 2024 will be 1.428 billion yuan, a year-on-year increase of 41.21%; net profit attributable to the parent company was 296 million yuan, a year-on-year increase of 49.78%; Basic earnings per share was 0.42 yuan.

Based on the advantages of the core products entering the national essential drug list, the sales revenue of the company's core products Wuling series increased by nearly 30% during the reporting period, which contributed an important force to the company's performance. In addition, the traditional Chinese medicine decoction piece series also performed well, with sales revenue increasing by 57.11% year-on-year; With the increase of registered varieties, the sales revenue of traditional Chinese medicine formula granules increased by 256.73% over the same period of last year.