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中航证券医药生物行业周报:2023中报披露结束,营收稳中有增,二季度业绩增速环比改善

医药生物2023-09-02沈文文、李蔚中航证券f***
中航证券医药生物行业周报:2023中报披露结束,营收稳中有增,二季度业绩增速环比改善

 “”  1  WIND 300765.SZ 14.87 35.06 70.78 21.11 3.68 688578.SH 30.73 27.35 56.15 44.30 4.03 300049.SZ 26.22 25.70 8.18 63.19 4.54 301235.SZ 26.42 22.31 -25.84 25.55 1.65 688580.SH 64.87 20.13 23.11 35.29 2.87 WIND 2023 9 2 300003.SZ 16.07 -11.90 -28.99 15.94 1.95 600129.SH 41.25 -7.59 37.23 29.04 6.34 603707.SH 11.78 -7.32 -34.16 17.29 2.90 600993.SH 21.89 -6.53 -1.82 19.32 2.63 002393.SZ 24.91 -6.35 18.46 40.98 1.04 WIND 202392 688578.SH 30.73 27.35 56.15 44.30 4.03 688580.SH 64.87 20.13 23.11 35.29 2.87 688236.SH 23.18 18.57 -1.49 32.12 3.26 688468.SH 9.94 15.45 8.25 24.95 3.02 688108.SH 9.63 15.05 68.65 -32.70 4.79 WIND 2023 9 2 688202.SH 71.99 -6.25 -52.74 28.33 3.56 688089.SH 21.03 -3.13 -34.34 71.95 2.48 688046.SH 16.45 -2.32 -31.46 42.00 3.30 688520.SH -U 54.58 -1.66 -9.93 -59.79 -67.50 202392 688526.SH20.20-1.27-9.0619.232.58 % % % 12,711.38 3.82 1,044.86 -22.61 922.33 -25.96 595.33 0.17 69.44 -22.38 63.79 -19.32 2,148.39 6.40 178.37 9.77 151.11 6.16 1,961.45 13.89 246.46 47.21 226.51 36.51 818.20 5.54 73.66 -14.50 58.43 -14.90 5,169.78 14.15 106.98 -12.60 98.75 -7.72 1,153.34 -32.87 231.35 -58.14 202.41 -62.29 864.88 -2.38 138.59 -18.28 121.34 -16.84 社电汽综国农食建通家非美传公纺机医房有环交商银计建石轻电钢煤基会力车合防林品筑信用银容媒用织械药地色保通贸行算筑油工子铁炭础 服设 务备 军牧饮装电金护事服设生产金运零机材石制 工渔料饰器融理业饰备物属输售 料化造 化工 2023H同比增长(%) 2023Q2环比增长(%) 80 60 40 20 0 -20 Wind -40 建计轻综电国通社机房家环公交传汽美建电纺石基医有银钢煤非商食农筑算工合子防信会械地用保用通媒车容筑力织油础药色行铁炭银贸品林材机制军服设产电事运护装设服石化生金金零饮牧料造工务备器业输理饰备饰化工物属融售料渔 2023H同比增长(%) 2023Q2环比增长(%) 300 250 200 150 100 50 0 -50 Wind -100 250% 200% 150% 100% 50% 0% -50% -100% -150% Wind 1152253375 1200% 1000% 800% 600% 400% 200% 0% -200% -400% -600% -800% Wind 1152253375 2022Q1 2022Q2 2022Q3 2022Q4 2023Q1 2023Q2 6245.50 5995.01 6172.80 6363.50 6383.46 6326.12 % 14.27% 6.61% 9.53% 7.91% 2.14% 5.55% 68.78% 60.35% 67.71% 59.29% 65.44% 63.19% 730.75 596.18 518.30 73.82 533.22 510.03 % 23.03% -7.51% 1.85% -75.79% -28.17% -15.67% 57.85% 51.72% 54.85% 48.34% 62.07% 55.78% 2022Q1 2022Q2 2022Q3 2022Q4 2023Q1 2023Q2 36.65% 34.16% 33.94% 33.79% 33.51% 33.61% 12.42% 10.63% 9.08% 1.29% 8.97% 8.49% 12.74% 13.17% 13.83% 14.91% 13.40% 13.85% 4.60% 4.99% 5.19% 5.86% 4.95% 5.11% 0.63% -0.05% 0.01% 0.78% 0.67% -0.26% 3.75% 4.30% 4.35% 5.18% 4.13% 4.80% 2022Q1 2022Q2 2022Q3 2022Q4 2023Q1 2023Q2 409.11 473.24 478.21 475.09 415.61 448.23 % 9.07% 4.39% 10.10% -0.30% 5.31% -4.87% % 75.61% 71.43% 75.00% 50.00% 56.52% 41.30% 9.07 4.39 10.10 -0.30 5.31 -4.87 % 10.99% 5.53% -7.97% 49.04% -19.53% -25.33% % 65.85% 57.14% 56.82% 43.18% 50.00% 39.13% % 66.67% 58.33% 50.00% 45.00% 50.00% 42.86% 2022Q1 2022Q2 2022Q3 2022Q4 2023Q1 2023Q2 1018.22 1006.57 1040.21 1077.57 1086.85 1064.71 % 4.32% 0.89% 1.62% 3.08% 6.06% 6.80% % 56.73% 52.88% 63.55% 64.22% 67.59% 74.07% 4.32 0.89 1.62 3.08 6.06 6.80 % -12.83% -6.14% -21.81% 265.45% 14.26% 6.03% % 54.05% 48.18% 56.25% 60.71% 60.71% 63.39% % 61.39% 56.44% 62.86% 59.05% 63.06% 61.26% 2022Q1 2022Q2 2022Q3 2022Q4 2023Q1 2023Q2 881.77 821.55 840.30 937.44 1019.32 942.11 % 1.25% 2.64% 1.87% 10.96% 14.28% 13.48% 66.67% 54.17% 64.86% 62.16% 74.32% 75.68% 88.50 75.14 71.91 2.98 138.94 107.52 % 3.51% -24.14% -4.51% -97.44% 55.93% 37.29% 61.11% 51.39% 64.86% 54.05% 77.03% 71.62% 61.97% 43.66% 50.00% 58.33% 73.61% 73.61% 2022Q1 2022Q2 2022Q3 2022Q4 2023Q1 2023Q2 320.23 372.17 413.69 405.98 385.89 432.31 % 15.04% 9.25% 0.90% -5.20% 5.23% 5.83% 64.00% 58.00% 55.56% 49.06% 61.82% 60.00% 31.64 19.38 29.43 -2.67 42.50 33.17 % -41.71% -74.52% -62.45% -108.05% -17.47% -6.46% 54.90% 49.02% 38.89% 33.96% 43.64% 43.64% 55.81% 41.86% 36.54% 32.08% 50.94% 47.17% 2022Q1 2022Q2 2022Q3 2022Q4 2023Q1 2023Q2 2328.36 2334.79 2456.37 2448.38 2598.11 2571.67 % 7.97% 4.21% 11.49% 10.33% 14.85% 13.44% 84.85% 75.76% 91.18% 81.82% 82.35% 70.59% 51.36 71.27 50.68 -1.44 57.62 49.35 % -14.58% 4.59% 11.73% -109.76% 13.73% -31.20% 60.61% 66.67% 73.53% 66.67% 79.41% 58.82% 59.38% 62.50% 73.53% 70.59% 75.76% 57.58% 2022Q1 2022Q2 2022Q3 2022Q4 2023Q1 2023Q2 1012.52 709.01 665.79 718.19 571.52 580.24 % 55.98% 8.39% 17.20% 8.24% -42.80% -19.15% 71.68% 61.95% 66.12% 55.83% 56.45% 50.00% 378.63 192.67 179.07 39.52 107.15 123.62 % 73.02% -9.32% 30.46% -58.60% -70.87% -32.98% 53.10% 51.33% 52.89% 39.17% 59.68% 50.81% 55.88% 54.90% 51.38% 38.74% 56.30% 47.90% 2022Q1 2022Q2 2022Q3 2022Q4 2023Q1 2023Q2 409.11 473.24 478.21 475.09 415.61 448.23 % 44.83% 46.04% 35.27% 20.57% 0.34% -4.97% 81.82% 62.22% 76.60% 55.32% 69.39% 71.43% 44.83 46.04 35.27 20.57 0.34 -4.97 % 34.06% 98.11% 66.43% -82.87% 0.75% -28.95% 68.18% 60.00% 68.09% 34.04% 67.35% 59.18% . 69.23% 58.97% 69.05% 41.86% 65.96% 61.70% 2022Q1 2022Q2 2022Q3 2022Q4 2023Q1 2023Q2 51.23 50.15 51.38 49.51 51.10 51.27 9.74 10.45 7.74 1.40 10.12 9.02 24 .88 23 .75 25 91 26. 05 23 .62 24 .61 7.14 7.39 7.74 8.02 7.21 7.56 1.05 0.03 0.12 1.49 1.11 0.16 6.70 8.02 7.67 10.21 7.32 9.09 . . 2022Q1 2022Q2 2022Q3 2022Q4 2023Q1 2023Q2 12.80 13.45 12.55 13.97 12.80 13.19 2.60 3.64 2.47 0.2