This week，Discovery of the first quarter report ended，Data display，Nearly 70 % of pharmaceutical companies achieve profitability。Among them, the product price increase、M & A reorganization becomes the main factor of rising performance。For this，Industry insiders said，The pharmaceutical sector will shift from the previous theme hype to the first quarter report，Relatively stable individual stocks will gradually show value。

 

    The overall performance of the first season is stable

 

    As of April 30，179 pharmaceutical companies have been disclosed in the first quarter report。As a defensive Stake Sports Bettingpharmaceutical industry，The overall performance in the first quarter is very stable。Specifically，The net profit of 18 companies exceeds 100%year -on -year; 11 companies increased by more than 50%。In the sub -industry of pharmaceutical creatures，Chemical Pharmaceutical、Stake Sports BettingStake Sports BettingChinese medicine、Biological products and other industries with outstanding performance。Among them, Xinfu Pharmaceutical、Jiaying Pharmaceutical、Jiashitang and other performance growth rates are the most eye -catching，This attracts market attention。and hot spots for the early stages of the pharmaceutical industry，Mobile Medical & LDQUO; Representative & rdquo; Jiu'an Medical，Since the performance is not as good as expected，Net profit decreased by 72.68%year -on -year，Tragedy sells soldiers for sale。

 

    However, for companies with a significant increase in performance，Although it can attract the attention of the market，But due to the different factors that have increased performance，Therefore, investors also need to treat differently。Rudo Northeast Pharmaceutical，Although the first quarter performance has increased significantly，But the main reason for the company to make a profitable profit is caused by the company's relocation of 85.55 million yuan in net income。One of the important factors of the intensive performance of the Golden Horse is the increase in the company's investment income。This does not provide long -term stable protection for the company's performance。

 

    Facing the Stake Sports Bettingpharmaceutical industry with stable performance，The institution continues to increase its holdings sharply。Among them, Erkang Pharmaceuticals increased by 76.17%of net profit in the first quarter of the first quarter.。In the list of top ten circulation shareholders announced by the company，5 institutions choose to increase their holdings，There are 5 new resident companies that favor it。Among them, Huaxia dividends have increased significantly by 9.648 million shares，10.46%of stake betting appStake Sports Bettingcirculating shares. Carnival theme selection increases its holdings of 6.1534 million shares，In addition，Boshi Third Industry Buy 8.1265 million shares。These three funds have become the fund with the most stocks。Another，Xinbang Pharmaceutical、Kangyuan Pharmaceutical、Xiangxue Pharmaceutical、Kangzhi Pharmaceutical, etc., also won the favor of the institution。

 

    Interim Report Performance Pre -Happy Company is relatively large

 

    The final of the disclosure of the first quarter report，Listed company's mid -term performance preview in 2014 is also released。Data display，Among the 46 pharmaceutical companies that announce the mid -term performance forecast，There are 35 pre -joy、10 worries、Another company is uncertain。From the perspective of the growth of performance now，Among them, the net profit of 9 companies is expected to increase by more than 100%，4 companies are expected to increase by more than 50%。Among them, companies with significant growth in performance，The reasons for the thickened performance are mostly due to the growth of sales revenue and the merger statement。

 

    For companies that are currently announced earlier,，The continuous and stable growth of performance，Become the company's best & ldquo; image endorsement & rdquo;。It will promote the focus of the company's attention to market funds。Based on the growth of net profit in the first quarter，Among them, the net profit of 4 companies in the first quarter exceeded 100%year -on -year，The interim report is expected to exceed 50%year -on -year. Among them, Asia Pharmaceutical、The performance growth of Jingxin Pharmaceutical is derived from the growth of the main business sales growth。

 

    What worthy of attention is，The pace of mergers and acquisitions in the Stake Sports Bettingpharmaceutical stake betting appindustry is accelerated，The situation where the performance is sharply thickened due to the merger statement。Rujia Ying Ying Pharmaceutical、Shanghai Rice, etc.。For this，An anonymous analyst told reporters，& ldquo; endogenous & rdquo;、& ldquo; Extension & rdquo; Factors are the two pushing hands that promote the stable growth of pharmaceutical companies，It should be the focus of the attention of investors。

 

    Follow the company's endogenous and external extension two -wheel drive

 

    Due to the long -term stable growth of market demand，The Stake Sports Bettingpharmaceutical industry has been regarded as a strong defensive Chaoyang industry。However, with the densely introduced policy in the near future，Drug price reduction has always become a lingering Wuyun on the head of the pharmaceutical industry。Under the background of slowing down the overall growth rate of the pharmaceutical industry，The original white horse stocks in the pharmaceutical industry are like Tasses、The growth rate of performance such as Pianzi 癀 slows down significantly，Only increased by 15.24%and 8.05%.

 

    & ldquo; When choosing a pharmaceutical company，It should pay attention to the internal and external extension of the enterprise & rdquo;，The above anonymous analyst said。Although the increase in main business sales has increased to the main factor of thickened performance of pharmaceutical listed companies，Ruyangpu Medical, etc.。However, the overall growth rate of the industry gradually slows down，It is difficult to meet market expectations by relying on endogenous growth。plus the current policies of the Stake Sports Bettingpharmaceutical industry are tightening，The living space of small enterprises is gradually compressed。

 

    Under this background。For some pharmaceutical Stake Sports Bettingstocks，stake online sports bettingThe reason why the first quarter performance increased volume，The main reason is that the performance after the extension mergers and acquisitions is caused by the income of the merger。Rujiahutang、Yuheng Pharmaceutical、Shanghai Rice, etc.。However, the above anonymous analysts recommendation，Although the extension of mergers and acquisitions can increase corporate performance growth，But more attention to the mergers and acquisitions and the future integration of the enterprise。