Comprehensive comparison of Listed Companies in the health industry in 2022

The Fifth Plenary Session of the 19th CPC Central Committee proposed to "comprehensively promote the construction of healthy China", and defined the long-term goal of building a healthy China by 2035. With the promulgation of the "14th five year plan" for the development of pharmaceutical industry, the concentration of leading enterprises in the industry will be further improved. This paper combs and analyzes the listed companies in the big health industry, focusing on the business layout, performance and planning of enterprises in the pharmaceutical industry.
Summary of Listed Companies in big health industry
The Fifth Plenary Session of the 19th CPC Central Committee proposed to "comprehensively promote the construction of healthy China", and defined the long-term goal of building a healthy China by 2035. The 14th five year plan and the outline of long-term goals for 2035 further refine the objectives and tasks of comprehensively promoting the construction of a healthy China during the 14th Five Year Plan period. At present, there are a large number of Listed Companies in China's large health industry, which are distributed in various industrial chains. Among them, listed companies involved in medical services, pharmaceutical business and pharmaceutical manufacturing include: Wuxi apptec, Aier Ophthalmology, Kyushu Tong, people, Baiyun Mountain, etc.

Comparison of healthy business layout of listed companies
Most of the listed companies in the big health industry are deeply rooted in the domestic market, mainly in the Yangtze River Delta, Pearl River Delta, Beijing, Tianjin and Hebei. A small number of enterprises, such as Fosun Pharmaceutical, whose operating income outside China exceeds 30% of the company's main business income. In general, the internationalization of China's enterprises in the field of general health needs to be further improved.

Note: medical and health related businesses include pharmaceutical industry and pharmaceutical commerce

As of the first half of 2021, in the field of traditional Chinese medicine, a total of 325 products of Guangzhou Baiyunshan Pharmaceutical Group Co., Ltd. have been included in the national medical insurance catalogue, and Tongrentang's "traditional production technology of Angong Niuhuang Pill" has been included in the representative catalogue of the fourth batch of national intangible cultural heritage. In the field of biology, the R & D investment of Hualan biology and Changchun hi tech accounted for more than 20% of the operating cost. In the field of chemical medicine, Fosun Pharmaceutical's international market revenue accounted for more than 30%. The medical and health industry continues to inherit and innovate, and the degree of industrialization and internationalization is increasing.

Note: the operating income is the data of each company in the first half of 2021; The gross profit margin of Yunnan Baiyao, Zhifei biology and Fosun medicine is the overall operating gross profit margin of the company; Intangible cultural heritage projects / national medical insurance catalogue are the cumulative number up to the first half of 2021
Comparison of medical and health business planning of Listed Companies in large health industry
Nine departments including the Ministry of industry and information technology have issued the "14th five year plan" for the development of pharmaceutical industry, which clearly puts forward that by 2025, the main economic indicators will achieve medium and high-speed growth, the innovation achievements in frontier fields will be prominent, the innovation driving force will be enhanced, the modernization level of industrial chain will be significantly improved, the supply guarantee system of pharmaceutical equipment will be further improved, and the internationalization level will be comprehensively improved. By 2035, the strength of the pharmaceutical industry will achieve an overall leap; The pattern of innovation driven development has been fully formed, the industrial structure has been upgraded, there are more types of products and better quality, so as to achieve a higher level to meet the health needs of the people and provide a solid guarantee for building a healthy China in an all-round way. The total profits of the pharmaceutical industry during the 14th Five Year Plan period grew at an average annual rate of more than 8%.
Based on this, the pharmaceutical industry enterprises in the big health sector have strengthened innovative technology and deepened the layout of local fields; At the same time, expand the market boundary through diversified development strategy: