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港股公告掘金 | 这家医疗器材公司发盈喜!系领先的神经介入医疗器材公司 预期2022年度经调整净溢利同比增长15%到38%

Hong Kong Stock Announces Nuggets | This medical device company is happy! The leading neurointerventional medical device company expects adjusted net profit in 2022 to increase 15% to 38% year-on-year

Zhitong Finance ·  Jan 16, 2023 07:42

[headline announcement Nuggets]

Minimally invasive brain Science (02172) is expected to make an adjusted net profit of about 100 million yuan to 120 million yuan, an increase of about 15% to 38% over the same period last year.

Minimally invasive brain Science announced that the group is expected to generate revenue of between 520 million and 540 million yuan in 2022, an increase of about 36% to 41% over 2021. Among them, the group's overseas business income exceeded 20 million yuan for the first time, an increase of more than 3200% over 2021. The adjusted net profit is between 100 million and 120 million yuan, an increase of about 15 to 38 per cent over 2021.

According to the announcement, the expected increase in the group's revenue and profitability is mainly due to: (1) the main new products listed in recent years (including NUMEN detachable embolic coils, Bridge vertebral artery rapamycin targeted eluting stent system and U-track intracranial support catheter system, etc.) accelerated bidding for admission and rapid revenue release. (2) the Group's market share leading products (including Tubridge blood flow-guided dense net stent and Asahi series of neurovascular guide wires, etc.) continue to consolidate its competitive advantage and maintain a good growth trend through the integration of channel resources and continuous development of the sinking market; (3) the Group's overseas business revenue has achieved a breakthrough growth of more than 20 million yuan in 2022.

Comments:The parent company of minimally invasive brain Science is minimally invasive Healthcare, a leading Chinese company in the neurointervention medical device industry. It was spun off and registered independently from the parent company in September 2020 and IPO in the Hong Kong stock market in July 2022. The company is the only Chinese company among the top five participants in China's neural intervention medical device market, with a market share of about 4% in terms of revenue in 2020.

At present, the company's product portfolio has accumulated a total of 30 products, including 10 treatment products approved and commercialized in China (5 hemorrhagic stroke, 3 cerebral atherosclerotic stenosis, 2 acute ischemic stroke) and 3 pathway products, and 17 candidate products under development. The company has a comprehensive portfolio of approved treatment products covering three major areas of neurovascular diseases: hemorrhagic stroke, cerebral atherosclerotic stenosis and acute ischemic stroke.

In 2022, the new products of the Group were commercialized in six overseas countries and regions, including the United States, Korea, Brazil and Europe; and the newly approved products of the Group in 2022 (including Neurohawk intracranial thrombectomy stents, Diveer intracranial balloon dilatation catheters, etc.) began to commercialize, contributing to the Group's revenue growth.

[key announcement Nuggets]

China Shipping Defense (00317) made a profit, and the expected annual return net profit increased by 718.77% to 844.73% compared with the same period last year, but deducted non-post-loss.

China Shipbuilding Defense expects to achieve a net profit of 650 million yuan to 750 million yuan attributable to the owner of the parent company in 2022, an increase of 718.77% to 844.73% over the same period last year. The net loss after deducting non-recurring gains and losses attributable to the owner of the parent company is expected to be RMB 75 million to RMB 90 million in 2022.

Comments:The company's main business includes shipbuilding, marine engineering, steel structure, ship repair, mechanical and electrical products, etc., the company has regional final assembly shipbuilding mode and multi-ship construction capability at the same time. Military ships, civil ships, marine engineering and other business construction technical indicators have reached the domestic leading level, forming domestic and foreign characteristic products represented by maritime police equipment, official equipment, regional container ships, dredging dredgers and so on.

In October 2021, Huangpu Wenchong signed a special major contract worth about US $1 billion for the construction of 24 container ships for a period of five years. In December 2021, Huangpu Wenchong United China Shipping Trading and Cyprus SCHOELLER HOLDING Group signed an order for 4 ships with 32000 deadweight tons of multi-purpose crane ships. These large orders reflect that the shipbuilding industry may enter a period of recovery.

In the first half of the year, affected by the global resumption of production, the recovery of the world economy, the imbalance between economic and trade supply and demand, port congestion and other factors, the overall shipping market strengthened significantly, directly leading to the shipbuilding industry, especially the container ship market is very active. The company turned its losses into profits in the first half of the year.

The main reason for the pre-increase in the full-year performance is that the company's associated enterprise Guangzhou Shipping International Co., Ltd. confirmed that the second and third compensation income of the second and third part of the Guangzhou Shipping International Liwan plant is about 1.74 billion yuan, and the company recognized the investment income of about 730 million yuan according to the proportion of shareholding. After deducting the non-recurrent profit, the company lost money.

CGN New Energy (01811): 19189.7 gigawatt-hours of electricity generated in 2022, an increase of 5.7% over the same period last year.

CGN New Energy announced that the group completed 1796.6 gigawatt-hours of electricity generation in December 2022 according to the consolidated statement, an increase of 26.8 per cent over the same period in 2021. Of this total, China's wind power projects increased by 34.3%, China's solar energy projects increased by 9.0%, China's cogeneration and gas projects decreased by 13.0%, China's hydropower projects decreased by 55.3%, and South Korean projects increased by 28.6%.

In 2022, the group completed a total of 19189.7 gigawatt hours of electricity generation, an increase of 5.7% over the same period in 2021. Of this total, China's wind power projects increased by 22.9%, China's solar energy projects increased by 6.4%, China's cogeneration and gas projects decreased by 13.2%, China's hydropower projects decreased by 35.7%, and South Korean projects decreased by 6.4%.

Comments:China General Nuclear Corporation is the largest nuclear power company in China and the third largest nuclear power company in the world. In recent years, CGN has made great efforts to develop non-nuclear clean energy, wind power, solar and other non-nuclear new energy projects have formed a global layout, projects are distributed in 17 countries around the world.

Since its listing in 2014, the company's new energy power generation business has developed rapidly. As of December 31, 2021, the company's total installed capacity reached 8.4GW, including wind power installed capacity 3.85GW, solar power installed capacity 1.14GW, a total of 4.99GW, accounting for 59.3%. It has been transformed from a company dominated by traditional energy power generation to a company dominated by new energy power generation at the beginning of listing.

The total installed capacity of new energy in the world exceeds that of 39.2GW, of which the installed capacity of domestic new energy is about 28GW, and that of overseas new energy is about 11.2GW. According to China's climate target of "30x60", the total installed capacity of wind power and solar power will reach more than 1200GW, and the group's new energy operation capacity will remain above 3GW every year. By the end of the 14th five-year Plan, the installed scale of new energy in China will reach 40GW.

[list of important announcements for Hong Kong stocks]

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