On September 1st, the price of the raw material drug "rise and rise" has been the focus of the market.As yifan pharmaceutical, northeastern pharmaceutical and zhejiang pharmaceutical pharmaceutical company disclosed the semi-annual report of 2017, the original pharmaceutical production enterprises benefited from the increase of the price, and "the water is out".
Data show that the northeast pharmaceutical, biological garden, brothers three listed company in the first half of the performance of science and technology to achieve the double multiple growth, the fairy Ju pharmaceutical, million sails medicine in the first half of this year earnings growth of 37.78%, 32% respectively.
It is worth mentioning that since July, the price of calcium pantothenic acid has risen again, and recently, the price of vitamin A has jumped nearly 2 times.Yesterday, the securities daily called zhejiang medicine and directors of the company confirmed that the price of vitamin A rose in the company.
Some producers have already locked in profits for the first three quarters of the year, benefiting from higher prices for raw materials.The data showed that the six listed companies had pre-growth in the first three quarters.
The rise in prices is different
As of August 29, the 12 listed companies released their semi-annual results for 2017, according to the company's stock price index.Specific to the vitamin industry, affected by the change of price of different varieties, these listed companies have different performance.
Not all vitamins are going up.In the first half of the year, we benefited from the higher prices of vitamin C, vitamin D3 and B series products, and the performance growth of the three listed companies in northeastern pharmaceutical, garden biology and brother technology exceeded 100%.Zhejiang pharma is suffering from lower prices, such as vitamin E.
According to the semi-annual report of the northeast pharmaceutical company in 2017, the net profit attributable to the shareholders of listed companies was 39,69.47 million yuan from January to June, up 1162.03 percent year on year.During the reporting period, the original pharmaceutical plate realized revenue of 6726.54 million yuan, up 13.12 percent year on year.Gross profit of raw materials was 31909.34 million yuan, up 29.25% from the same time last year.In the reporting period, the company dominated the price of vitamin C, while the sales of long orders decreased from the first quarter.
In the first half of 2017, the company realized its operating revenue of 2329.793 million yuan, up 46.4% from a year earlier.Net profit attributable to parent company shareholders was 7518.89 million yuan, up 378.01 percent from a year earlier.During the reporting period, the company's initial public offering of products - cholesterol and 25 - hydroxyl vitamin D3 - sales increased significantly, increasing the profit of the company.
Brother technology disclosed that in the first half of this year, the company realized revenue of 6536.771 million yuan, up 28.61% from the same period last year.Net profit was 1544.685 million yuan, up 129.42% from the same period last year.Brother technology said the rise in performance was mainly due to a rise in product gross margins due to rising prices of some products.It is understood that the brothers tech vitamin products include vitamin B1, B3, K3 and vitamin B5 series.
In the first half of the year, the company realized operating revenue of 18.568.7 billion yuan, up 7.23% year on year, and realized the net profit of the shareholders of listed companies by 4809.735 million yuan, up 32.04% year on year.During the reporting period, the operating income of raw materials increased by 36.92% compared with the previous year, mainly due to the increase in the price of vitamin B5 series during the reporting period.
Zhejiang medicine, Andy su, guangji pharmaceutical and guanfu shares have declined in different degrees.
Zhejiang pharmaceutical on August 29, 2017 annual report, released during the reporting period the company achieve the business income is 2.485 billion yuan, fell 5.95% from a year earlier, a 90.16 million - yuan net profit attributable to parent company owners, fell by 53.07%.Zhejiang pharmaceutical introduction, in the reporting period, the company leading products synthetic vitamin E, vitamin A market price low operation.Company life nutrition products sales income 1.028 billion yuan, down 9.74% year on year, mainly because of synthetic vitamin E market oversupply, the first half of the market price dropped downward trend, which is one of the dominant factors that affect the company's performance.
Prices continue to
It is worth mentioning that the rise of the vitamin series is continuing.
The latest data show that the top domestic vitamin A price is up 40 yuan to 350 yuan per kg, compared with the June low of 120 yuan/kg, with the highest increase of 190%.Since August 28, zhejiang new and cheng has significantly raised the price of biotin to 360 yuan per kg, which is three times higher than the previous price of 120 yuan/kg.98 per cent of the export of biotin is $1,900 / kg.In response to questions from investors on August 29, new and cheng said the information was true.
It is not surprising that the prices of vitamin A have jumped.Previously, the price of calcium pantothenate (also known as vitamin B5) rose from 250 yuan/kg to 780 yuan/kg.
In the eyes of industry insiders, the increasing environmental pressure causes the production of vitamin production enterprises to stop production is the main reason for the jump in the recent API.In recent years, China's small and medium-sized enterprises have been discontinued in the previous low-price cycle for environmental and cost factors, according to a report by China securities.At present, the fourth batch of central environmental protection inspectors has conducted environmental protection inspections in jilin, zhejiang, shandong, hainan, sichuan, Tibet, qinghai and xinjiang provinces.Shandong and zhejiang are important areas for the production of API.
The price of raw materials has risen, and some manufacturers have already locked in profits for the first three quarters.Brothers to flush, according to science and technology, hundred million sails medicine, fairy Ju pharmaceutical, jin da wei, six new and into, crown shares listed companies released its third-quarter results predicted 2017 years ago, the brothers technology is expected to net profit year-on-year growth of 180% May be implemented.
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