As the only manufacturer of Lianhua Qingwen Capsule, Yiling Pharmaceutical, headquartered in Shijiazhuang, has become the focus of market pursuit. As of the close of1October1kloc-0/8, Yiling Pharmaceutical led the Chinese medicine sector with a weekly increase of 48.29%. Looking back on Yiling Pharmaceutical's performance in one week, it gained three daily limit this week, setting a record high with the closing price of 46.28 yuan, with a total market value of 77.32 billion yuan.
At the same time, Yiling Pharmaceutical announced that in 2022, the closing price rose for three consecutive trading days: 1 14, 1 15, 1 16. In response to abnormal stock fluctuations, the company said it would not disclose major news. Recently, the company's operating conditions and internal and external operating environment have not changed significantly, and the controlling shareholder and actual controller have not bought or sold the company's shares during the period of abnormal stock fluctuations.
Two hot searches
A few days ago, "Shijiazhuang Lianhua Qingwen Capsule sold out of stock" boarded a hot search in Weibo. This "out of stock" rumor was caused by an article on the micro-signal of 14 night: "Lotus Qingwen" sales broke out! Yiling pharmaceutical headquarters was once out of stock, and employees had to queue up for internal purchases. According to the original report, the staff of a local chain pharmacy in Shijiazhuang revealed, "There are many people who bought Lianhua Qingwen Capsule these two days. I just transferred two boxes of goods this morning, and now they are basically sold out (a box of 480 boxes). "
165438+1October 15 On the evening, the relevant person of Yiling Pharmaceutical said, "Yiling Pharmaceutical has been doing a series of work to improve its production capacity in the past two years, and its current production capacity has been greatly improved. The company's production plan is "fixed production by sales", which will be adjusted in time according to market demand to ensure market supply. The company's production is basically unaffected, and the current sales situation is all normal. As for the need to queue up for purchase within the company, it is because the internal purchase has been changed from the original traditional self-raising to online express delivery, and the time is longer than the self-raising. "
165438+ 10 16 in the afternoon, "Yiling pharmaceutical recruits a large number of general workers" boarded the hot search in Weibo, and its ranking kept rising. According to Cailian News Agency, from June 165438+ 10/4, Shijiazhuang factory of Yiling Pharmaceutical Co., Ltd. began to recruit short-term workers for 1-3 months to increase the output of Lianhua Qingwen drugs. It is estimated that the total number of recruits will be more than 1000, which is limited to male workers. Recruitment is expected to be completed this week. Short-term workers mainly do drug packaging, cleaning and cutting, and work in shifts 24 hours a day. The salary in Man Qin is 180 yuan/day. The company includes room and board, rests for 4 days a month, and closes down for management. Living in a three-star wine requires isolation for 3 days.
The time has come 165438+ 10/7, and the official account of "Daxing Employment Platform" WeChat released the recruitment information. Beijing Yiling Pharmaceutical Co., Ltd. urgently recruits 200 production operators, mainly engaged in the relevant operation links of Chinese medicine production, with a salary of 4,000-6,000 yuan/month, five insurances and one gold, free accommodation and free lunch (breakfast in 3 yuan, dinner in 5 yuan).
According to the recruitment article, Beijing Yiling Pharmaceutical Co., Ltd. is located in the biomedical industrial base of Zhongguancun Science Park in Daxing District, Beijing. Its main business is the research and development, production and sales of new varieties of traditional Chinese medicine and health care products with characteristic patents. Lianhua Qingwen Granule, the company's main product, was listed in the Diagnosis and Treatment Plan for Infected Pneumonia in novel coronavirus (Trial Version 4/5/6/7/8/9) and recommended for use. Tianyancha APP shows that Beijing Yiling Pharmaceutical is a holding subsidiary of Shijiazhuang Yiling Pharmaceutical Co., Ltd. 100%. ..
In view of the above situation, Yiling Pharmaceutical explained that Lianhua Qingwen, as a representative Chinese patent medicine to deal with major public health events, has been included in the diagnosis and treatment plans or guidelines for infectious public health events such as influenza A, influenza B, avian influenza and COVID-19 issued by National Health Commission and state administration of traditional chinese medicine for 30 times since its listing in 2003.
The annual income is 4 billion yuan
Lianhua Qingwen Capsule (granule) is the first approved therapeutic drug for COVID-19 in the world. In April, 2020, the indication of "novel coronavirus mild and common type" was added. In March, 2022, Lianhua Qingwen Capsule (Granule) was not only listed as the recommended drug in the observation period of traditional Chinese medicine, but also as the recommended drug in the clinical treatment period (confirmed cases) in the newly published novel coronavirus Diagnosis and Treatment Plan (Trial Ninth Edition).
In the past 20 years, Lianhua Qingwen has become one of the most innovative Chinese medicines in clinical evaluation and research in China. Lianhua Qingwen has been recommended by National Health Commission, state administration of traditional chinese medicine and the society for 30 times, and it has been included in the Influenza Diagnosis and Treatment Plan (20 18, 20 19, 2020 edition), influenza A H 1N 1, and influenza B prevention and treatment plan with traditional Chinese medicine.
As of the first three quarters of 2022, Lianhua Qingwen series anti-cold products have surpassed cardiovascular and cerebrovascular products and become the largest business segment of Yiling Pharmaceutical. From 20 13 to 202 1, the company's net profit successfully achieved "nine consecutive increases". Since the outbreak, Lianhua Qingwen Medicine has earned more than 4 billion yuan for two consecutive years, accounting for more than 40% of the total revenue, with a gross profit margin as high as 70%.
Since the beginning of this year, Lianhua Qingwen Medicine has continued to exert its strength. In the first three quarters, the company has achieved a net profit of 1, 410.40 billion yuan, exceeding last year's10.344 billion yuan. 101On October 28th, Ray Wu, managing director of Yiling Pharmaceutical, said at the performance briefing that in the first three quarters of this year, due to its special product properties of treating COVID-19, influenza and cold, the revenue still achieved year-on-year growth under the high base of 202 1.
In addition, the reporter searched the financial report and found that the sales revenue of Lianhua Qingyi has become an important part of Yiling Pharmaceutical's performance growth. From 20 17 to 202 1, the sales income of anti-cold drugs represented by Lianhua Qingwen drugs was 65 10/00000 yuan,120500 yuan,170300 yuan, 4.256 billion yuan and 4/kloc respectively.
As for the share of medical terminal products, according to the data in Minenet, Lianhua Qingwen products ranked first in the sales of Chinese patent medicines for colds in the public medical market in 20021year, with a market share as high as 4 1.78%, far exceeding the 7.3 1% of Shuanghuanglian oral liquid, the second place. In the retail terminal, in the first half of 2022, Lianhua Qingwen Capsule also surpassed Ganmaoling Granules, ranking first in the sales of cold medicine/heat-clearing.
In this regard, Yiling Pharmaceutical said that Lianhua Qingwen has played an active role in the prevention and control of COVID-19 epidemic in China, and it has been widely used in designated hospitals, asylum hospitals, isolated populations, dense and sub-dense populations in various provinces and cities. In addition, eight kinds of drugs in Yiling Pharmaceutical, including Lianhua Qingwen drugs, also entered the national drug list of basic medical insurance, industrial injury insurance and maternity insurance on 20021.
Southwest Securities pointed out that the R&D policy of innovative Chinese medicine is favorable, and Yiling pharmaceutical industry is rich in varieties. Strengthen the construction of evidence system for registration and evaluation of traditional Chinese medicine, which combines the theory of traditional Chinese medicine, human experience and clinical trials. With the recent release of NMPA "Clinical R&D Guiding Principles for New Compound Preparations of Traditional Chinese Medicine (Trial)", R&D decision-making or registration application for new compound preparations of traditional Chinese medicine may usher in an upsurge. The company has six innovative drugs in the field of traditional Chinese medicine, and this policy will accelerate the listing of more than 0/00 preparations in the company's reserve hospital/KLOC.
Northeast Securities believes that the winter flu season is coming, and the annual performance of Yiling Pharmaceutical can be expected. In the same period last year, Q4 was restricted by four drugs. Compared with last year's Q4, the current anti-drug efforts have been obviously relaxed, and only Q4 is expected to achieve high growth. At the same time, cardiovascular and cerebrovascular products continue to recover marginally, and the annual performance is expected to achieve high economic growth. In addition, the company's two new drugs, Jieyu Chufan Capsule and Yishen Yangxin Anshen Tablet, passed the preliminary examination of medical insurance catalogue adjustment this year and are expected to eventually enter the medical insurance catalogue list.