40 billion vaccine giants Kangtai Bio suddenly mine?What should I think of the future of vaccine stocks?

Recently, the interim reports of major enterprises have been announced. Under such circumstances, Yueer is bent in Kyushu. Several people are happy, and in many companies, Kangtai Bio is undoubtedly the most concerned about the most attention. One of the companies, but the performance of Kangtai Bio surprised many people, because the performance was suddenly "mines", which made people want to ask what the future of the vaccine stocks should be thought?

1. The 40 billion vaccine giant Kangtai Bio suddenly mines?

According to the Huaxia Times, Kangtai Biological Performance, the 40 billion vaccine giant, has always been steady.

A few days ago, Shenzhen Kangtai Biological Products Co., Ltd. (hereinafter referred to as "Kangtai Biological") released the semi -annual performance trailer for 2022. Although revenue increased by about 70%year -on -year, net profit and non -net profit decreased by about 70 from the same period last year last year. %about. Among them, the new crown vaccine, which has fallen rapidly in the second quarter, has become the performance of Kangtai Bio.

According to the semi -annual preview of Kangtai Bio, the company is expected to achieve 1.828 billion yuan in operating income in the first half of 2022, a year -on -year increase of 73.72%. However, the net profit attributable to shareholders of listed companies is expected to be 100 million yuan to 130 million yuan, a year-on-year decrease of 61.37%-70.29%. The net profit after deducting non-recurring profit or loss is 65.902 million yuan to 95.92 million yuan, a year-on-year decrease of 67.61%- 77.74%.

Looking back at the first quarter of this year, Kangtai Bio achieved operating income of 871 million yuan, an increase of 214.60%year -on -year, and net profit and non -net profit were 274 million yuan and 248 million yuan, an increase of 987.71%and 2763.78%year -on -year. Compared with the glorious performance of three months ago, the semi -annual report of Kangtai Bio is undoubtedly a big face.

Kangtai Biological New Crown vaccine -related inventory, raw and auxiliary materials, semi -finished products, and related development expenditures as of the end of March will be provided with asset impairment preparations. At the same time Essence

2. What should I think of the future of vaccine stocks?

We saw that the 40 billion vaccine giant Kangtai creatures suddenly appeared in a significant decline in performance. Many people were asking this performance of Kangtai Bio. Intersection

First of all, when we were interviewed by the media before, we were actually talking about this problem. The current decline in Kangtai Bio's performance cannot be directly at the decline in losses or large -scale performance. For the current Kangtai creature, This decline in performance is only a certain degree of decline. The overall market impact is not particularly large. It can be said that this is a decline in performance after financial treatment. It can also be said to be a floating loss in the market. If this adverse effect can gradually be eliminated, the impact of the decline in performance is relatively controllable.

Secondly, although the performance of Kangtai creatures is relatively controllable, the problems facing Kangtai creatures are actually very significant. This is the current market's demand for new crown vaccines. Kangtai Bio is not the earliest vaccine production to provide enterprises. Therefore, it did not get the market dividend in the first time. From the current perspective, Kangtai Bio is a post -entry of the market. From the perspective of the later entryrs, the performance of the Kangtai creatures is already very good, but the whole entire The market 28 differentiation has been formed, and the market space provided by Kangtai Bio in the market is relatively limited, so under such a background, the overall performance of Kangtai Bio has indeed uncertainty.

Third, for the current entire market, the epidemic may still spread globally, especially the variation of the virus is still continuing, so for the market, the demand for vaccines may still exist, but the Kangtai creature’s The pressure is not small. This is because the technical production pipeline of the vaccine used by Kangtai creatures is still relatively backward. In this relatively backward technology production pipeline, if the Kangtai creatures cannot have their own differentiated competitive advantages, they still follow the market leader of the market. Later, it is likely to be gradually eliminated by the market. Because the current vaccine market has changed from the original seller market to the buyer's market. If companies cannot change and innovate enough, they are likely to have relatively large market problems.

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