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    醫藥上市公司中期業績超七成預喜 關注龍頭公司

    發布時間: 2017-07-28 瀏覽次數: 2151

    醫藥網7月27日訊 數據顯示,截至7月26日,按照申萬行業分類,兩市已經有84家醫藥上市公司發布中期業績預告,披露進度已經超過6成,84家公司中,除1家不確定外,預喜公司家數達到63家,預喜比例達到75%。業內人士表示,新版醫保目錄出臺,醫改深入推進,政策發布和執行進入密集期,整個醫藥板塊分化明顯。其中,受益于環保檢查等供給側改革的實施,部分原料藥、化藥龍頭企業業績實現大幅增長。
     
    供給側改革推動
     
    統計局數據顯示,2017年1月-5月醫藥制造業主營業務收入為11617.1億元,同比增長11.9%,利潤總額為1255.2億元,同比增長15.7%,收入與利潤總額增速分別較2016年同期上升1.91個和0.73個百分點。基本面企穩回暖,體現了醫藥行業在經濟不景氣下的穩定成長性。
     
    以凈利增速下限計,54家公司實現了凈利同比增長,16家公司業績同比增幅在50%以上,業績預計翻倍的有10家公司。
     
    從增速居前的公司來看,部分原料藥、化藥龍頭企業受益于環保趨嚴下的供給減少,主要產品產銷兩旺,出現業績同比暴增。
     
    東北制藥目前居于增速榜榜首。公司預計上半年實現凈利3800萬元-4100萬元,同比增長1106%-1201%。公司表示,與上年同期對比,公司主導產品維生素C價格上漲,同時長單銷量較一季度有所減少。
     
    與東北制藥同屬維生素陣營的花園生物同樣預計上半年業績暴增。公司預計上半年實現盈利7300萬元-7700萬元,同比增長364%-389%。公司表示,業績同比大幅增長主要是由于公司首發募投項目產品——膽固醇及25-羥基維生素D3原產銷量大幅增加,使公司利潤增加。值得注意的是,投資機構早已看好公司2017年業績及表現,多只證券投資基金及牛散自2016年年底即已潛伏。
     
    細分中藥龍頭之一廣譽遠表現良好。公司預計上半年實現凈利7200萬元左右,同比增加235%左右。公司表示,報告期內,隨著“好孕中國”等市場活動的全面展開以及廣告投入的逐漸加大,公司核心控股子公司山西廣譽遠的核心業務板塊-傳統中藥銷售收入取得快速增長,較上年同期增幅約70%左右,同時,公司進一步加強各項成本費用控制,使得盈利能力進一步提高;再加之,山西廣譽遠于2016年12月1日通過高新技術企業認定,減按15%的稅率征收企業所得稅,綜合使得山西廣譽遠歸屬于母公司的凈利潤較上年同期增長80%左右;此外,與上年同期相比,公司持有山西廣譽遠的股權比例由55%提升至96.03%,使得公司2017年半年度歸屬于上市公司股東的凈利潤出現大幅增長。
     
    關注龍頭公司
     
    券商人士指出,雖然醫藥行業利潤總額雖然穩定增長,但是在“兩票制”加碼、國家藥品監管和醫改力度加大的背景下,醫藥行業的發展難輕言樂觀。
     
    隴神戎發、易明醫藥、貝達藥業等公司均表示,由于公司產品入選醫保目錄后,各地陸續執行國家醫保談判價格,產品降價幅度較大,銷售收入同比有所下降。
     
    銀河證券研報認為,龍頭公司和創新藥公司值得關注。目前國內醫藥行業白馬股估值水平與國際醫藥巨頭接近,而國內市場整體增速高于國際市場。國內龍頭公司更是成長性佳、長期發展具有確定性。其次,創新藥投資是醫藥投資的重中之重。全球范圍來看,醫藥行業的投資機會緊密圍繞創新展開,建議關注A股相關上市公司。
    云南云龍制藥股份有限公司 版權所有 互聯網藥品信息服務資格證書:(滇)-非經營性-2017-0001 ICP經營許可證號:滇ICP備12001237號-1
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