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东方波澜
2021-05-25

Some companies may make a huge profit of 10 billion in the first quarter! How profitable is the vaccine industry?

预计全球2021年新冠疫苗销售额有望突破500亿美元。今日，生物疫苗板块高开，截至收盘，科兴制药飙涨逾11%，仁和药业、未名医药涨停，赛升药业大涨超14%，康泰生物、沃森生物、康希诺-U等跟涨。

Some companies may make a huge profit of 10 billion in the first quarter! How profitable is the vaccine industry?

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How profitable is the vaccine industry?","url":"https://stock-news.laohu8.com/highlight/detail?id=1118239674","media":"格隆汇投资学苑","summary":"预计全球2021年新冠疫苗销售额有望突破500亿美元。\n\n今日，生物疫苗板块高开，截至收盘，科兴制药飙涨逾11%，仁和药业、未名医药涨停，赛升药业大涨超14%，康泰生物、沃森生物、康希诺-U等跟涨。\n","content":"It is estimated that the global sales of COVID-19 vaccine in 2021 are expected to exceed US $50 billion. Today, the biological vaccine sector opened higher. As of the close,<a href=\"https://laohu8.com/S/688136\">Sinovac</a>Soared more than 11%,<a href=\"https://laohu8.com/S/000650\">Renhe Pharmaceutical</a>、<a href=\"https://laohu8.com/S/002581\">Unnamed Medicine</a>Daily limit,<a href=\"https://laohu8.com/S/300485\">Saisheng Pharmaceutical</a>Soared more than 14%,<a href=\"https://laohu8.com/S/300601\">Kangtai Biotech</a>、<a href=\"https://laohu8.com/S/300142\">Watson Bio</a>, CanSino-U, etc. followed suit.<img src=\"https://static.tigerbbs.com/3f78105d46d2f9369bc879c2844fc482\" tg-width=\"742\" tg-height=\"526\" referrerpolicy=\"no-referrer\">On the news,Yesterday<a href=\"https://laohu8.com/S/01177\">China Biopharmaceuticals</a>Announced its first quarter results, revealing that Sinovac Zhongwei's first quarter profit may reach 10 billion yuan. If Sinovac Zhongwei's Q1 profit reaches 10 billion yuan, this will create<a href=\"https://laohu8.com/S/600056\">China Pharmaceutical</a>The industry's single-quarter revenue and profit history.Affected by this good news, the biological vaccine sector rose today.However, after China Biopharmaceuticals, which announced its results, opened 4.86% higher, it went down all the way. As of the close, it fell 2.87%.Another difference from what everyone thinks is that today's surge in Sinovac Pharmaceuticals is not Sinovac Zhongwei, which produces COVID-19 vaccine rights, and there is no equity relationship between them. The former is an innovative biopharmaceutical company mainly engaged in the integration of R&D, production and sales of recombinant protein drugs and microecological preparations, focusing on drug research and development in antiviral, blood, tumor and immunity, degenerative disease and other therapeutic fields.The Q1 performance of China Biopharmaceuticals shows that the company's revenue was 7.2 billion yuan, an increase of approximately 16.4% over the same period last year; The net profit attributable to the parent was 1.9 billion yuan, an increase of 118.5% over the same period last year. Among them, the profit attributable to associated companies and a joint venture company in the first quarter reached 1.476 billion yuan, which achieved a leap-forward growth compared with only 2.493 million yuan in the same period last year.In December last year, China Biopharmaceuticals announced that it would invest US $515 million (approximately HK $4 billion) in Sinovac Zhongwei, holding 15.03% of its equity. Therefore, the market speculates that the profit of China Biopharmaceuticals in the first quarter rose sharply, which may mainly benefit from the profit contribution of Sinovac Zhongwei.Based on China Biopharmaceuticals' profit of nearly 1.5 billion yuan and its 15% equity in Sinovac Zhongwei, Sinovac Zhongwei's Q1 net profit may be nearly 10 billion yuan.According to the audit materials submitted by Sinovac Zhongwei to the WHO, as of April 1, 2021, the cumulative shipment of Sinovac Zhongwei's COVID-19 inactivated vaccine to 27 countries around the world exceeded 2.7 billion doses.<a href=\"https://laohu8.com/S/601211\">Guotai Junan</a>Securities speculate that 21Q1 should be around 200 million doses. It is estimated that the net profit of a single inactivated vaccine is 50 yuan, and the net profit rate is about 40-50%. This is consistent with the market's speculation that Sinovac Zhongwei has a net profit of nearly 10 billion.The demand in COVID-19 vaccine is huge. According to the report of the National Health and Health Commission on the 24th, more than 500 million doses of COVID-19 vaccine have been vaccinated nationwide. According to the calculation of 100 yuan per dose, a market of approximately 50 billion yuan has been generated.According to public data, the cumulative number of vaccinations in COVID-19 vaccine nationwide exceeded 100 million doses on March 27, and exceeded 200 million by April 21, which took 25 days. It took 16 days to vaccinate more than 300 million doses from 200 million doses on May 7, 9 days to exceed 400 million doses on May 16, and only 7 days to exceed 500 million doses on May 23. It can be predicted that the vaccination speed in China will accelerate.Furthermore,The outbreak of the epidemic in India has changed the original epidemic expectation. The possible impact of Indian and South African mutant strains on the immune efficacy of existing vaccines makes vaccination not limited to one time, but a large variety that needs to be vaccinated regularly. In addition, the European Union will open the \"New Crown Pass\" on July 1. It is expected that other countries will gradually implement similar \"New Crown Passes\" and gradually open up free movement in some areas and around the world. Sales in COVID-19 vaccine are sustainable. The demand for vaccines is expected to continue to increase in the future.Since December last year, the UAE became the first country to approve Chinese-made COVID-19 vaccine, Sinopharm Zhongsheng,<a href=\"https://laohu8.com/S/SVA\">Sinovac Biotech</a>And CanSino's vaccines began to arrive in overseas markets. By the end of the first quarter of this year, China had exported vaccines to 43 countries, with an export volume of 11.9 billion yuan, far exceeding that of last year.<img src=\"https://static.tigerbbs.com/91032d4da2d6484fd56120d752caff02\" tg-width=\"772\" tg-height=\"484\" referrerpolicy=\"no-referrer\">Source: Zhiyan ConsultingThe vaccine industry continues to be hot. The biological vaccine index has soared sharply since 2019. The increase in 2020 was 111%. After the outbreak of the epidemic, based on COVID-19 vaccine logic, the index maintained an upward trend, reaching its peak in July and August. After that, with the approval of COVID-19 vaccine and changes in sales expectations, there was a substantial correction, and the valuation returned to a relatively reasonable range, and the recent trend has rebounded again.<img src=\"https://static.tigerbbs.com/219efc61acdafe285f5aa0f13ad35eea\" tg-width=\"997\" tg-height=\"483\" referrerpolicy=\"no-referrer\">In 2021, COVID-19 vaccine companies will enter a period of performance realization, and many institutions are optimistic about the vaccine industry. It is estimated that global COVID-19 vaccine sales in 2021 are expected to exceed US $50 billion.Currently, with the industry dividend period, the stock prices of companies related to the vaccine industry have begun to shine. 100 billion market capitalization leader<a href=\"https://laohu8.com/S/603392\">Wantai Biotech</a>The daily limit has been 36 times in the past year;<a href=\"https://laohu8.com/S/600196\">Fosun Pharma</a>, Watson Bio's stock price has repeatedly hit record highs.In addition, the revenue of related companies in the vaccine industry chain has increased significantly. For example, mainly engaged in the research and development, production and sales of non-PVC soft bags, glass bottles for large infusions, supporting pharmaceutical packaging materials, medical devices and other products<a href=\"https://laohu8.com/S/300110\">Huaren Pharmaceutical</a>, the 2020 annual report shows that the company achieved operating income of 1.616 billion yuan, a year-on-year increase of 10.56%; The net profit attributable to the parent company was 94.624 million yuan, an increase of 124.94% over the same period last year, and both revenue and profit reached the best in history.","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some companies may make a huge profit of 10 billion in the first quarter! 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How profitable is the vaccine industry?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n格隆汇投资学苑 \n2021-05-25 18:18\n</div>\n</a>\n</h4>\n</header>\n<article>\nIt is estimated that the global sales of COVID-19 vaccine in 2021 are expected to exceed US $50 billion. Today, the biological vaccine sector opened higher. As of the close,<a href=\"https://laohu8.com/S/688136\">Sinovac</a>Soared more than 11%,<a href=\"https://laohu8.com/S/000650\">Renhe Pharmaceutical</a>、<a href=\"https://laohu8.com/S/002581\">Unnamed Medicine</a>Daily limit,<a href=\"https://laohu8.com/S/300485\">Saisheng Pharmaceutical</a>Soared more than 14%,<a href=\"https://laohu8.com/S/300601\">Kangtai Biotech</a>、<a href=\"https://laohu8.com/S/300142\">Watson Bio</a>, CanSino-U, etc. followed suit.<img src=\"https://static.tigerbbs.com/3f78105d46d2f9369bc879c2844fc482\" tg-width=\"742\" tg-height=\"526\" referrerpolicy=\"no-referrer\">On the news,Yesterday<a href=\"https://laohu8.com/S/01177\">China Biopharmaceuticals</a>Announced its first quarter results, revealing that Sinovac Zhongwei's first quarter profit may reach 10 billion yuan. If Sinovac Zhongwei's Q1 profit reaches 10 billion yuan, this will create<a href=\"https://laohu8.com/S/600056\">China Pharmaceutical</a>The industry's single-quarter revenue and profit history.Affected by this good news, the biological vaccine sector rose today.However, after China Biopharmaceuticals, which announced its results, opened 4.86% higher, it went down all the way. As of the close, it fell 2.87%.Another difference from what everyone thinks is that today's surge in Sinovac Pharmaceuticals is not Sinovac Zhongwei, which produces COVID-19 vaccine rights, and there is no equity relationship between them. The former is an innovative biopharmaceutical company mainly engaged in the integration of R&D, production and sales of recombinant protein drugs and microecological preparations, focusing on drug research and development in antiviral, blood, tumor and immunity, degenerative disease and other therapeutic fields.The Q1 performance of China Biopharmaceuticals shows that the company's revenue was 7.2 billion yuan, an increase of approximately 16.4% over the same period last year; The net profit attributable to the parent was 1.9 billion yuan, an increase of 118.5% over the same period last year. Among them, the profit attributable to associated companies and a joint venture company in the first quarter reached 1.476 billion yuan, which achieved a leap-forward growth compared with only 2.493 million yuan in the same period last year.In December last year, China Biopharmaceuticals announced that it would invest US $515 million (approximately HK $4 billion) in Sinovac Zhongwei, holding 15.03% of its equity. Therefore, the market speculates that the profit of China Biopharmaceuticals in the first quarter rose sharply, which may mainly benefit from the profit contribution of Sinovac Zhongwei.Based on China Biopharmaceuticals' profit of nearly 1.5 billion yuan and its 15% equity in Sinovac Zhongwei, Sinovac Zhongwei's Q1 net profit may be nearly 10 billion yuan.According to the audit materials submitted by Sinovac Zhongwei to the WHO, as of April 1, 2021, the cumulative shipment of Sinovac Zhongwei's COVID-19 inactivated vaccine to 27 countries around the world exceeded 2.7 billion doses.<a href=\"https://laohu8.com/S/601211\">Guotai Junan</a>Securities speculate that 21Q1 should be around 200 million doses. It is estimated that the net profit of a single inactivated vaccine is 50 yuan, and the net profit rate is about 40-50%. This is consistent with the market's speculation that Sinovac Zhongwei has a net profit of nearly 10 billion.The demand in COVID-19 vaccine is huge. According to the report of the National Health and Health Commission on the 24th, more than 500 million doses of COVID-19 vaccine have been vaccinated nationwide. According to the calculation of 100 yuan per dose, a market of approximately 50 billion yuan has been generated.According to public data, the cumulative number of vaccinations in COVID-19 vaccine nationwide exceeded 100 million doses on March 27, and exceeded 200 million by April 21, which took 25 days. It took 16 days to vaccinate more than 300 million doses from 200 million doses on May 7, 9 days to exceed 400 million doses on May 16, and only 7 days to exceed 500 million doses on May 23. It can be predicted that the vaccination speed in China will accelerate.Furthermore,The outbreak of the epidemic in India has changed the original epidemic expectation. The possible impact of Indian and South African mutant strains on the immune efficacy of existing vaccines makes vaccination not limited to one time, but a large variety that needs to be vaccinated regularly. In addition, the European Union will open the \"New Crown Pass\" on July 1. It is expected that other countries will gradually implement similar \"New Crown Passes\" and gradually open up free movement in some areas and around the world. Sales in COVID-19 vaccine are sustainable. The demand for vaccines is expected to continue to increase in the future.Since December last year, the UAE became the first country to approve Chinese-made COVID-19 vaccine, Sinopharm Zhongsheng,<a href=\"https://laohu8.com/S/SVA\">Sinovac Biotech</a>And CanSino's vaccines began to arrive in overseas markets. By the end of the first quarter of this year, China had exported vaccines to 43 countries, with an export volume of 11.9 billion yuan, far exceeding that of last year.<img src=\"https://static.tigerbbs.com/91032d4da2d6484fd56120d752caff02\" tg-width=\"772\" tg-height=\"484\" referrerpolicy=\"no-referrer\">Source: Zhiyan ConsultingThe vaccine industry continues to be hot. The biological vaccine index has soared sharply since 2019. The increase in 2020 was 111%. After the outbreak of the epidemic, based on COVID-19 vaccine logic, the index maintained an upward trend, reaching its peak in July and August. After that, with the approval of COVID-19 vaccine and changes in sales expectations, there was a substantial correction, and the valuation returned to a relatively reasonable range, and the recent trend has rebounded again.<img src=\"https://static.tigerbbs.com/219efc61acdafe285f5aa0f13ad35eea\" tg-width=\"997\" tg-height=\"483\" referrerpolicy=\"no-referrer\">In 2021, COVID-19 vaccine companies will enter a period of performance realization, and many institutions are optimistic about the vaccine industry. It is estimated that global COVID-19 vaccine sales in 2021 are expected to exceed US $50 billion.Currently, with the industry dividend period, the stock prices of companies related to the vaccine industry have begun to shine. 100 billion market capitalization leader<a href=\"https://laohu8.com/S/603392\">Wantai Biotech</a>The daily limit has been 36 times in the past year;<a href=\"https://laohu8.com/S/600196\">Fosun Pharma</a>, Watson Bio's stock price has repeatedly hit record highs.In addition, the revenue of related companies in the vaccine industry chain has increased significantly. For example, mainly engaged in the research and development, production and sales of non-PVC soft bags, glass bottles for large infusions, supporting pharmaceutical packaging materials, medical devices and other products<a href=\"https://laohu8.com/S/300110\">Huaren Pharmaceutical</a>, the 2020 annual report shows that the company achieved operating income of 1.616 billion yuan, a year-on-year increase of 10.56%; The net profit attributable to the parent company was 94.624 million yuan, an increase of 124.94% over the same period last year, and both revenue and profit reached the best in history.\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6e474d690ea02c536f0fd4c03fc3ddef","relate_stocks":{"300142":"沃森生物","300485":"赛升药业","300601":"康泰生物","688136":"科兴制药","688185":"康希诺","000650":"仁和药业","002581":"ST未名"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118239674","content_text":"预计全球2021年新冠疫苗销售额有望突破500亿美元。\n\n今日，生物疫苗板块高开，截至收盘，科兴制药飙涨逾11%，仁和药业、未名医药涨停，赛升药业大涨超14%，康泰生物、沃森生物、康希诺-U等跟涨。\n\n消息面上，昨日中国生物制药公布了一季报业绩，透露科兴中维一季度利润或达100亿元，如果科兴中维Q1盈利达百亿，这将创造中国医药产业的单季度营收和利润历史记录。受此利好消息影响，今日生物疫苗板块行情上涨。\n然而，公布业绩的中国生物制药高开4.86%后，一路走低，截至收盘，跌2.87%。\n另与大家认为的不同的是，今日大涨科兴制药并不是生产新冠疫苗的科兴中维，他们之间也并无任何股权关系。前者是一家主要从事重组蛋白药物和微生态制剂的研发、生产、销售一体化的创新型生物制药企业，专注于抗病毒、血液、肿瘤与免疫、退行性疾病等治疗领域的药物研发。\n中国生物制药Q1业绩显示，公司营收72亿元，较去年同期增长约16.4%；归母净利润19亿元，较去年同期增长118.5%。其中，首季应占联营公司及一家合营公司盈利达到14.76亿元，相比上年同期仅249.3万元实现了跨越式增长。\n去年12月份，中国生物制药宣布向科兴中维出资5.15亿美元(约40亿港元)，持有其15.03%权益。因此，市场推测中国生物制药首季盈利大升，或主要受惠科兴中维利润贡献。根据中国生物制药近15亿元盈利，以及在科兴中维的15%权益计算，科兴中维Q1净利润或近100亿。\n根据科兴中维向 WHO递交的审计材料，截止21年4月1日，科兴中维新冠灭活疫苗向全球27个国家累计发货量超27亿剂，国泰君安证券推测21Q1应该在2亿剂左右，测算灭活疫苗单支净利润在50元，净利率约40-50%，这与市场推测科兴中维近100亿净利润想符合。\n新冠疫苗需求量巨大，根据国家卫健委24日通报，全国新冠疫苗接种超过5亿剂次。按照每剂100元计算，大约产生了500亿元市场。\n根据公开数据，3月27日全国新冠疫苗累计接种突破1亿剂次，至4月21日突破2亿，用了25天。从2亿剂次到5月7日接种超过3亿剂次用了16天，到5月16日突破4亿剂次用了9天时间，再到23日突破5亿剂次则只用了7天时间。可以预测，中国疫苗接种速度还将加快。\n此外，印度疫情爆发，使原有的疫情预期发生改变。印度、南非变异株等对现有疫苗免疫效力可能产生的影响，使疫苗接种可能不仅限于一次，而是需要定期接种的大品种。另欧盟将在7月1日开通“新冠通行证”，预计其他国家也将在随后逐步实行类似的“新冠通行证”逐步开放部分地区直至全球的自由流动，新冠疫苗销售具备持续性。预计未来疫苗需求量还将继续增加。\n自去年12月，阿联酋成为第一个批准中国产新冠疫苗的国家后，国药中生、科兴生物和康希诺的疫苗开始运抵海外市场。今年一季度末时，中国已向 43 个国家出口了疫苗，出口额达到 119 亿元，远超去年全年。\n\n图源：智妍咨询\n疫苗行业热度不减。2019年以来生物疫苗指数大幅飙升。2020年涨幅为111%。疫情爆发后，基于新冠疫苗逻辑，指数维持上涨走势，7、8月份达到峰值。之后随新冠疫苗获批及销售预期变动，出现大幅度回调，估值重回相对合理区间，近期走势重新回升。\n\n2021年新冠疫苗企业进入业绩兑现期，多家机构对疫苗行业持乐观态度，预计全球2021年新冠疫苗销售额有望突破500亿美元。\n当前，伴随行业红利期，疫苗行业相关公司股价已经开始大放异彩。千亿市值龙头万泰生物近一年内涨停36次；复星医药、沃森生物股价屡创历史新高。\n此外，疫苗产业产业链上的相关公司营收大增。比如主要从事非PVC软袋、玻瓶大输液、配套医药包材、医疗器械等产品的研发、生产与销售的华仁药业，2020年年报显示，公司实现营业收入为16.16亿元，同比增长10.56%；实现归母净利润9462.4万元，较上年同期增长124.94%，营收利润双双达到历史最佳。","news_type":1,"symbols_score_info":{"300142":0.9,"300485":0.9,"300601":0.9,"688136":0.9,"688185":0.9,"000650":0.9,"002581":0.9}},"isVote":1,"tweetType":1,"viewCount":3967,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}