Watson's third-quarter performance fell 184%

With the start of anti-commercial bribery caused by the bribery case of GSK, the performance of listed drug companies has always been the focus of market attention. According to the data, as of the evening of October 27, a total of 113 listed pharmaceutical companies announced the transcripts for the first three quarters, and 86 companies achieved year-on-year growth. The first three quarters of Yunnan Baiyao achieved net attributable to shareholders of the parent company. The profit was 1.758 billion yuan, an increase of nearly 635 million yuan over the same period of last year. It is the listed pharmaceutical company with the highest growth in performance. In the first three quarters of this year, Sanjing Pharmaceutical has become the listed pharmaceutical company with the most declining performance.

It is worth noting that in the field of domestic low-molecular-weight heparin calcium injection, Changshan Pharmaceutical Co., Ltd., which can directly compete with GlaxoSmithKline, has also announced its performance recently. The company's net profit attributable to shareholders of listed companies was 15.24 million in the third quarter. Yuan, a year-on-year increase of 24%, achieved a net profit of 68.62 million yuan in the first three quarters, an increase of 18.12% year-on-year. An analyst in the pharmaceutical industry told reporters that this increase did not have much surprises, and whether the future could benefit Observed.

As this year's star company Watson Biotechnology has declined 76% in the first three quarters of this year, of which the third quarter net profit attributable to shareholders of listed companies was negative 40.17 million yuan, down 184% year-on-year.

70% of pharmaceutical companies to achieve growth in the performance of the listed pharmaceutical companies, nearly 70% of the company achieved a growth in performance. Among the listed companies whose growth has exceeded 100 million yuan are Yunnan Baiyao, Tasly, Xinglitai, Shanghai Pharmaceuticals, Dong'e Ejiao, Puluo Pharmaceutical and Zhongheng Group.

The data shows that the performance of many companies, such as Jiaying Pharmaceutical, Uniqueness, and Jingxin Pharmaceutical, has changed significantly. Among them, Jiaying Pharmaceutical achieved a profit of RMB 165 million for the first three quarters of the year, an increase of 1530% year-on-year. The only way to achieve the net profit attributable to shareholders of listed companies from January to September was RMB 136 million, a year-on-year increase of 157%. Jingxin Pharmaceutical The net profit attributable to the shareholders of the listed company was 55.1 million yuan, a year-on-year increase of 108%.

In addition to the above listed companies with large changes in performance, the performance of several listed companies, including Tailong Pharmaceutical, Daan Gene, Yunnan Baiyao, Tai An Tang, Jincheng Pharmaceutical, and Jiajia, also increased by more than 50%. .

In addition, the performance of a number of listed companies, including Guonong Technology, Qinghai Gelatin, and Rheinland Biotech, achieved a turnaround, resulting in a large increase in performance. For example, Guonong Technology achieved net profit attributable to shareholders of listed companies in the first three quarters of this year at 880,000 yuan. Yuan, a year-on-year increase of 311%; Qinghai Gelatin achieved a net profit of 4.66 million yuan, a year-on-year increase of 204%.

According to the statistics of 27 pharmaceutical companies, there are currently 27 pharmaceutical companies that have reported their performance declines. Among the listed companies whose performance fell by over 100% were Northeast Pharmaceutical, Sihuan Pharmaceutical and Sanjing Pharmaceutical.

Among them, Sihuan Pharmaceutical Co., Ltd. realized net profit attributable to shareholders of listed companies for the first three quarters of this year was minus 2.15 million yuan, which was a decrease of 4.77 million yuan from the same period of last year, and the performance was down by 182%. It is worth noting that Sihuan Pharmaceutical was previously in 2010. In 2011, the audited net profit for two consecutive fiscal years was negative, and the company’s securities abbreviation changed from “ST Fourth Ring” to “*ST Fourth Ring”. In March this year, the company finally took a cap, but in less than three months, the company once again fell into losses in the first half of 2013.

Among the listed pharmaceutical companies that announced their results, San Jing Pharmaceutical had the most declining performance in the first three quarters of this year. The company's operating income from January to September was 2.299 billion yuan, a year-on-year drop of 23%, and the net profit attributable to shareholders of listed companies was negative at 66.38 million yuan, down by 128% year-on-year. In the same period of last year, the company achieved a net profit of approximately 229 million yuan. . This means that the company's performance this year has fallen by nearly 300 million yuan compared with last year.

In addition, Zixin Pharmaceutical, Jiaotong University, Yong'an Pharmaceutical, Fu'an Pharmaceutical, Watson Bio, Furui Shares, etc., are the companies with significant declines in performance.

Among them, the drop in the performance of star drug company Watson Biotechnology has attracted the attention of the market. In the first three quarters of this year, the company achieved a net profit attributable to the shareholders of the listed company of 36.7 million yuan, a decrease of more than 100 million yuan over the same period last year. In addition, in the third quarter of last year (July-September), Watson Bio realized a net profit of 47.58 million yuan attributable to the shareholders of the listed company, a year-on-year decline of 6.73%, and this year the company's performance in the third quarter fell into a loss. Some analysts told reporters that this may be related to the decline in the competitiveness of Watson's biological products. In addition, Watson Biosystems has purchased a large number of companies this year, but the profitability of these companies is worrying. The future may drag on the company's performance.

Prior to this, Yongan Pharmaceuticals, which was deeply trapped in the "environmental protection door," had a poor performance in the first three quarters of this year. The company's net profit attributable to shareholders of listed companies in the third quarter of this year was RMB 5.41 million, a year-on-year drop of 73%. In the first three quarters, it achieved a net profit of RMB 24.82 million, a year-on-year drop of 58%.