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辰欣药业集采中标品种销量增幅较大 预计大输液板块下半年销售趋于平稳|直击业绩会

cisen pharmaceuticalの集中調達で売れ筋品の売り上げが大幅に増加、下半期には大量注射薬セクターの売上が安定する見込み|決算説明会を直撃

cls.cn ·  09/09 05:55

決算説明会で、cisen pharmaceuticalのIR担当者、続毎言さんが上半期の粗利率低下や売上高の説明を行いました。

Caixin News September 9th (Reporter He Fan) In today's semi-annual performance briefing, cisen pharmaceutical (603367.SH) IR representative Xuxinbing explained the decline in the company's revenue and gross profit rate in the first half of the year, and disclosed that the sales volume of four varieties that were awarded in the eighth batch of centralized procurement showed significant year-on-year growth. In addition, Du Zhenxin, Chairman of Cisen Pharmaceutical, introduced the company's generic drugs and innovative drug development.

According to the interim report, in the first half of this year, Cisen Pharmaceutical achieved operating income of 2.071 billion yuan, a decrease of 6.72% year-on-year, and a net profit attributable to the parent company of 270 million yuan, an increase of 2.33% year-on-year. In terms of various business sectors, the company's main business revenue of large volume infusion was 907 million yuan, a decrease of 13.62% year-on-year, and the revenue of small capacity injection was 628 million yuan, a decrease of 7.1% year-on-year.

Xuxinbing told Caixin News reporters that the slight decline in the company's revenue in the first half of the year was due to the better sales performance in the same period last year, resulting in a higher base. In the first half of 2024, the sales of large volume infusion and small capacity injection tended to be stable. Compared with the same period last year, the revenue slightly decreased, leading to the overall decline in the company's total revenue in the first half of the year. It is expected that the sales performance in the second half of the year will be generally stable.

From the perspective of gross profit rate, in the first half of this year, the company's overall gross profit rate was 57.68%, compared with 55.32% in the same period last year, an increase of 2.36 percentage points year-on-year.

In the eighth batch of national centralized procurement held last year, Cisen Pharmaceutical's cobamamide injection (1ml: 0.5mg), peptide glycylglutamine injection (50ml: 10g), metronidazole sodium chloride injection (100ml: 0.5g), and enoxaparin sodium injection (0.4ml: 4000AXaIU) were all awarded.

At the performance briefing, Caixin News reporters asked the company's management about the sales of the aforementioned drugs in the first half of the year, and Xuxinbing replied that the sales revenue of the four varieties in the first half of the year was 54.997 million yuan, showing growth compared to the same period last year, with a significant increase in sales volume.

In terms of research and development, Du Zhenxin, Chairman of Cisen Pharmaceutical, introduced that the company's new drug for drug-resistant tuberculosis is undergoing Phase III clinical trials; the new drug for influenza has completed Phase II clinical trials and is preparing to enter Phase III clinical trials.

半期決算を見ると、cisen pharmaceuticalの研究開発費は17.9億元に達し、前年比で15.25%増加しました。革新的医薬品以外においても、ジェネリック医薬品に関して同社はラクサキサン塩酸塩錠などの10種類の製造許可と2つの原料医薬品の登録ナンバーを取得しています。

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