资源描述
2023 7 12*20230705*B2*20230618*20230615*2023*20230529*20230326 S1060514100001 BOT335 YEYIN S1060519060002 2017-2022 CAGR-0.2%2022 2021 2022 2018-2022 CAGR 4.7%9.1%2017-2022 12.27%16.23%CAGR 5.6%50 45 95%2022 30.3%44.4%15.3%1 2 3 2/24 1 2 3 PDB YWFUvMrMmPoPrPoNnQrOpO9PcM9PnPqQnPmPfQrRrOiNnMoM6MoPtOxNmQqQNZpMnR 3/24.5.7 2.1.7 2.2.7 2.3.11 2.4.12.13 3.1 50.13 3.2.15 3.3.19.22.22 4/24 1.5 2.5 3.6 4 2017-2022.6 5 2017-2022.6 6 2022 2017.7 7.7 8.8 9 2017 2022 TOP10.8 10.9 11 2022.9 12.9 13.9 14.9 15%.9 16.10 17 2017-2023Q1.10 18 2017-2023Q1.11 19.11 20.11 21.12 22.12 23.13 24 2022 50.13 25 57.15 26 45.17 27.19 28.22 5/24 2017-2022 CAGR-0.2%2023Q1 554.22 11.2%0.1%2017-2022 1 PDB 2 PDB 2022(SW)6.2%-6.4%2023Q1 12.3%6/24 0.1%80%PDB 3 Wind 2022 2.91 2021 2021 18.4 pp 0.43 32.0%2021 114.6 pp 2022 2021 2022 2018-2022 CAGR 4.7%9.1%2023 2-5 0.14 22.8%4 2017-2022 5 2018-2022 2022 2017 2022 38%29.8%2018 15.3%2022 16.3%7/24 6 2022 2017 2022 2017 1 50.77 1 47.73 2 47.78 2 43.15 3 AstraZeneca AB 41.93 3 Novartis Pharma Schweiz AG 30.71 4 Novartis Pharma Schweiz AG 37.04 4 30.48 5 Roche Pharma(Schweiz)AG 36.97 5 29.06 6 31.03 6 Roche Pharma(Schweiz)AG 28.78 7 30.11 7 AstraZeneca UK Ltd 25.48 8 25.32 8 25.27 9 22.78 9 AstraZeneca AB 22.74 10 19.02 10 20.73 PDB 2.1 2017-2022 12.27%16.23%CAGR 5.6%3.4%2.3%2022 10.0%4.6%6.9%CAGR 4.9%4.8%6.2%7 2017 2022 CAGR%2022 2017%2022%1 272.7 357.8 5.6%-10.0%12.27%16.23%2 252.4 298.1 3.4%-4.6%11.36%13.52%3 336.6 261.9-4.9%-7.0%15.14%11.88%4 227.6 177.8-4.8%-1.3%10.24%8.06%5 188.5 172.4-1.8%-12.9%8.48%7.82%6 225.3 163.7-6.2%-6.5%10.14%7.42%7 126.1 141.0 2.3%-6.9%5.67%6.39%8 140.8 134.2-1.0%-5.9%6.33%6.08%9 126.5 129.8 0.5%-8.9%5.69%5.88%10 78.7 74.0-1.2%-1.3%3.54%3.35%11 247.9 294.5 3.5%-2.0%11.14%13.37%PDB 2.2 8/24 2017-2022 CAGR 5.6%2017-2019 2019 24.0%2020-2022 2022-10.0%2023Q1-7.8%2022 8 PDB 2017 2022 TOP10 10 9 2017 2022 TOP10 2017 2022 1 20.37 1 22.20 2 14.25 2 16.48 3 13.12 3 15.28 4+11.71 4 13.15 5 10.75 5 12.62 6 10.41 6 11.95 7 9.85 7 9.44 8 9.44 8 8.97 9 8.94 9 8.86 10 8.87 10 6.69 PDB 2023Q1 26.11 14.81%2020 2017-2022 CAGR 27.3%50%9/24 10 PDB 11 2022 PDB 2017 7 2018 10 2017 3 2018-2020 2020 15.42 53.6%2021 2022 675.3 11.5%12 13 PDB PDB 14 15%PDB PDB 10/24 VEGF 2017 2019 15.55 55.6%2019 2021 2023Q1 24.0%PDB 2017-2022 CAGR-13.7%2023Q1 5.14 8.1%16 PDB 2022 2020 2023Q1-43.23%17 2017-2023Q1 PDB 11/24 2019 2020-2022 2022 26.59 2019 2023Q1 36.6%18 2017-2023Q1 PDB 2.3 2020 284.8 12.87%2022 298.1 13.52%2017-2022 CAGR 3.4%2022 17.63%30.82%2017-2022 CAGR 10.3%2022 11 11 10%19 20 PDB PDB 2022 38.29 2022 15.57 2022 7.44 2022 5.87 2017-2022 CAGR 9.3%20.2%17.0%12.9%12/24 15.2%22.0%19.6%172.7%28.1%21 CAGR%2 0 17 2 0 22 CAGR%9.3%4.41 8.93 15.2%2.46 6.66 22.0%0.84 2.23 21.6%20.2%5.23 12.81 19.6%0.74 2.07 22.9%17.0%0.02 2.93 172.7%1.04 1.71 10.4%12.9%1.74 2.48 7.3%0.51 1.74 28.1%PDB 2.4 2019 2019 2020 281.27 25.4%2021 2022 281.60 261.90 11.95%11.88%2023Q1 14.18%10 5%22 PDB 2017-2022 CAGR 18.4%B B 2023Q1 B 3.84 103.3%2017-2022 CAGR 308.4%E 13/24 23 PDB 3.1 50 2022 50 33.25%31.35%21.54%20.67%2022 2020 B+23.07%22.75%19.58%13.39%12.32%B+9 B 24 2022 50 2022 2022 2022%1 52.57 6.33%Takeda(19.75)CSL(18.56)Instituto(16.75)2 28.69-5.08%13.70 9.37 7.75 3 22.20-10.00%51.20 27.67 14.62 4 21.37 8.86%18.85 12.96 11.51 5 19.26-4.52%Sumitomo(51.94),21.20 9.50 6 19.22-16.62%94.65 5.35 7+19.20 13.39%92.57 3.31 0.86 8 18.85-13.41%52.90 46.91 0.20 9 16.48-21.54%49.64 19.99 18.12 10 16.00-0.51%Astellas(48.61)35.72 LEO 6.33 11 15.46-9.26%36.76 13.70 13.05 14/24 2022 2022 2022%12+15.31-6.59%23.77 19.28 15.32 13 15.28-11.33%78.87 21.13 14 13.69-1.59%Takeda 36.37 33.50 30.13 15 13.15-0.23%65.80 17.34 16.56 16 12.81-7.70%100 17 12.62-4.39%100 18 12.31-1.04%100 19 12.20-0.59%41.64 20.83 15.84 20 11.95-20.67%47.62 43.31 6.97 21 11.77-8.17%43.60 13.25 11.28 22 10.67-16.88%26.03 17.88 11.25 23 10.28-9.09%Zambon(29.74),27.74 15.20 24 9.98 12.32%53.46 24.58 15.34 25 9.62 1.88%79.66 4.63 4.31 26 9.44-1.36%100 27 8.97-6.72%100 28 8.93 4.76%42.89 Baxter 23.94 7.93 29 8.86-31.35%33.98 23.61 15.43 30 8.83-18.92%Aspen(48.24),(20.62),11.15 31 8.63-12.45%35.80 Aspen 25.85 14.32 32 8.44-1.16%Merck 60.85 29.60 8.71 33 8.32 2.25%85.97 9.17,4.86 34 8.12 4.20%82.81 8.65 4.70 35 B 8.10 19.58%100 36 8.03-33.25%100 37 7.76-10.05%70.94 Mikasa(18.77),10.29 38 7.75-15.71%50.24 43.58 1.04 39 7.74 22.75%100 40 7.68 23.07%94.93 Liebel-Flarsheim 3.53 Guerbet 1.54 41+7.44-11.32%Merck 86.29 9.03 2.00 42 7.30 9.87%100 43 7.29-8.60%46.14 12.97 Baxter 9.48 44 7.25-6.79%75.67 14.82 6.86 45 7.22-12.63%89.71 3.81 1.54 46-7.10-0.90%69.28,17.40 8.14 47 7.07-14.71%43.06 33.55 5.36 15/24 2022 2022 2022%48 7.02 5.14%Sanofi(64.74),9 90 8.72 49 6.91 9.38%69.13 15.45 10.49 50 6.80-5.82%62.59 Maruishi 19.44 7.78 PDB 3.2 2021 6 2021 61 251 PDB 57 2022 2021 2022 57 22 65.1%34.9%86.7%21 22 40.3%26.6%85.4%121.3%65.4%29.4%25 57 2021 2022 2022%2021 2022 2022%1 50mg 994.29 594.01-40.3%0.94 2.08 121.3%2(17)(11%)1440ml 565.44 174.48-69.1%2.43 2.04-16.3%3 100ml:32g 485.26 356.26-26.6%1.12 1.85 65.4%4 100ml:30g 423.56 194.09-54.2%2.13 2.06-3.4%5 0.5ml:20mg 373.11 59.11-84.2%1.37 1.25-8.9%6 40mg 304.03 44.45-85.4%6.32 8.17 29.4%7 5ml:0.25mg 258.06 29.29-88.6%2.95 2.87-2.6%8 0.2g 221.09 81.69-63.0%2.28 2.23-2.2%9 2ml:1mg 214.04 240.36 12.3%27.83 62.98 126.3%10 0.5g 196.32 144.29-26.5%11.27 18.66 65.6%11 0.5g 167.71 88.13-47.5%12.25 16.85 37.6%12/75mg 156.86 83.85-46.5%29.43 31.24 6.2%13 100ml:0.2g 150.55 30.28-79.9%2.21 1.66-24.9%14 5ml:10mg 137.39 138.46 0.8%2.72 6.26 130.0%15/50mg 82.30 52.75-35.9%4.02 6.07 51.0%16 30mg 77.97 11.59-85.1%2.69 3.05 13.2%17 10mg 72.41 6.78-90.6%0.12 0.10-21.2%18 40mg 58.14 37.16-36.1%39.79 40.06 0.7%16/24 19 50mg 52.05 65.43 25.7%31.27 46.80 49.7%20 100ml:0.5g 51.98 137.93 165.3%1.33 4.59 246.5%21 0.75g 50.13 176.79 252.7%5.47 19.85 263.1%22 75mg 47.85 81.35 70.0%10.38 25.22 143.1%23 0.25 g 40.78 77.80 90.8%30.85 70.86 129.7%24 1.6mg 35.65 33.69-5.5%0.71 1.64 130.4%25 0.5g 32.91 35.55 8.0%102.68 91.56-10.8%26 0.25g 27.71 13.76-50.4%7.09 15.95 124.9%27 25mg 26.64 31.83 19.5%0.03 0.09 200.8%28 0.5g 19.65 20.48 4.2%0.81 1.38 71.1%29 5mg 18.40 14.62-20.6%13.41 19.69 46.9%30 10mg 16.67 74.01 343.9%17.22 73.94 329.3%31 10mg 15.22 4.76-68.7%4.26 3.68-13.5%32 2ml:30mg 15.21 1.05-93.1%0.48 0.33-30.5%33 5ml:30mg 14.56 42.76 193.8%0.18 0.62 235.3%34/(C8-24Ve)10%(250ml)14.39 35.81 148.8%0.20 0.58 190.6%35 12ml:0.3g 13.77 36.59 165.7%0.62 2.07 234.7%36 DPP IV 2.5mg 13.30 34.72 161.0%8.12 28.03 245.1%37 100ml:0.2g,0.9g 12.73 48.71 282.5%0.40 1.14 188.2%38 5mg 11.35 42.53 274.8%5.32 20.27 281.4%39 10ml:75mg 9.59 15.47 61.3%1.41 3.69 161.8%40 10mg 9.54 43.68 357.9%3.86 17.70 358.4%41-3/100ml 7.07 12.83 81.4%0.04 0.25 459.9%42 5mg 7.06 16.35 131.7%7.73 21.69 180.4%43 ACEI 10mg 6.76 12.71 88.0%7.59 16.49 117.4%44 COPD 2ml:0.5mg 5.89 22.86 287.7%4.58 18.88 312.6%45 25mg 5.83 22.44 285.1%1.60 7.25 354.3%46 0.25g 5.07 15.93 214.3%0.31 1.02 230.5%47 2.5g:2.4275g 4.63 26.21 466.5%2.35 13.34 467.6%48 beta-25mg 4.02 7.65 90.6%41.66 111.58 167.8%49 0.5g 3.62 4.85 33.9%2.23 3.65 63.8%50 0.2mg 3.32 2.85-14.0%1.89 1.93 1.9%17/24 51 0.1g 3.10 9.57 208.1%8.26 27.73 235.8%52 COPD 2.5ml:0.5mg,2.5mg 3.08 14.89 383.7%1.00 10.74 968.7%53(C14 24)250ml:50g,3g 1.25 1.75 40.2%0.06 0.08 22.4%54 1ml:0.2mg 1.13 5.67 403.4%0.01 0.16 1121.8%55 25mg 0.49 0.69 39.4%3.10 2.86-7.6%56 0.5%(3ml:15mg)0.27 1.79 568.8%0.02 0.14 512.2%57 0.5mg 0.01 0.00-47.3%0.00 0.00-47.3%5551.19 3615.40-34.9%480.40 896.97 86.7%PDB 45 2021 2023 7 23 2021 45 2021 11 45 27.5%50%PDB 2022 45 13.42 13.6%11.27/23.5%22 21 154.3%66.1%52.0%96.8%19.0%18.3%324.3%26 45 2021 2022 2022%2021 2022 2022%1 ACEI 10mg 0.00 0.00-50.0%0.01 0.01-14.3%2 30mg 0.63 0.80 26.8%0.02 0.03 28.6%3 100mg 8.71 9.07 4.2%0.03 0.03 28.0%4 25mg 0.01 0.01 140.0%0.04 0.09 154.3%5 0.125g 0.03 0.06 75.8%0.18 0.30 66.1%6 0.6g 8.21 9.96 21.4%0.27 0.38 41.8%7 0.25g 0.04 0.07 105.6%0.31 0.41 34.1%8 250ml/0.4g/2.0g 22.58 25.14 11.3%0.32 0.45 42.1%9 0.1g 194.78 163.18-16.2%0.33 0.39 19.0%10 50mg 2.42 2.50 3.2%0.40 0.61 52.0%18/24 11 0.25g 36.20 17.52-51.6%0.67 0.55-17.9%12 1mg 2.79 2.64-5.3%1.07 1.31 22.1%13/5ml:15mg 9.41 10.12 7.5%1.26 1.58 25.5%14 150mg/12.5mg 1.88 3.08 63.8%1.36 2.67 96.8%15 20mg 5.18 5.46 5.4%1.38 1.81 31.2%16 20mg 2.80 3.07 9.6%1.93 2.40 24.2%17/1ml:0.1mg 127.84 72.18-43.5%1.95 1.99 2.2%18 5ml:50mg 52.32 46.51-11.1%2.39 2.56 6.9%10cm 13.6cm(40mg/)60.78 64.69 6.4%6.94 6.4%-99.1%19/0.1g 75.05 48.92-34.8%3.10 3.50 12.8%20 ACEI 5mg 1.01 0.76-25.2%3.47 4.00 15.4%21 5mg 1.76 1.86 5.7%3.73 4.76 27.8%22 ACEI 10mg 3.38 2.88-14.6%4.01 3.45-13.9%23 2.5mg 28.24 20.00-29.2%4.04 4.03-0.3%24 60mg 13.25 12.33-7.0%4.67 5.47 17.2%25 3.0g 2.16 1.95-9.5%5.76 6.14 6.7%26 1mg 1.52 2.81 85.4%5.76 6.67 15.7%27 20mg 11.75 10.06-14.4%6.80 6.70-1.5%28 10mg 31.84 31.01-2.6%7.93 9.33 17.6%29 50mg 26.16 20.33-22.3%10.60 10.51-0.8%30/0.25g 26.46 23.33-11.8%11.05 13.49 22.1%31/5mg 39.67 38.05-4.1%13.85 14.44 4.3%32 AIDS 0.3g 42.56 29.38-31.0%19.04 18.60-2.3%33 5mg 58.62 42.78-27.0%21.54 22.52 4.6%34 50mg 27.83 27.98 0.6%23.16 25.94 12.0%35/0.125g 5.88 6.93 17.8%28.12 35.97 27.9%36/10mg 2.96 4.97 68.0%28.76 32.65 13.5%37 0.15g 68.94 56.57-17.9%31.70 38.83 22.5%38/0.5mg 107.14 72.22-32.6%41.02 41.50 1.2%19/24 39 25mg 129.09 145.98 13.1%51.11 216.87 324.3%40 75mg 19.69 20.07 1.9%64.94 75.83 16.8%41/1mg 16.50 1.12-93.2%69.18 5.10-92.6%42 5mg 48.64 51.54 6.0%72.13 68.77-4.7%43 0.5mg 25.94 22.18-14.5%80.36 100.09 24.5%44 5mg 56.23 69.48 23.6%91.20 116.00 27.2%45 10mg 144.65 140.77-2.7%184.71 218.58 18.3%1553.47 1342.29-13.6%912.55 1127.36 23.5%PDB 3.3 PDB 2021 2022 95%2022 30.3%44.4%15.3%27 2021 2021%2022 2022%5.60 22.0%7.29 30.3%7.25 67.8%5.58-23.0%4.32 2.2%4.01-7.2%4.38 24.3%2.99-31.8%3.65-4.4%2.89-20.8%3.38 48.3%2.74-18.9%5.80 11.3%5.71-1.4%4.16 10.6%3.38-18.8%2.03 94.1%2.93 44.4%2.55 0.2%2.22-12.9%+1.22 62.7%1.44 17.8%7.15 19.6%7.15 0.0%5.18 19.4%5.05-2.5%1.79 47.2%2.01 12.5%1.24 44.9%1.43 14.6%0.31 879.7%0.58 87.7%4.21 12.9%3.93-6.6%+2.52 39.7%1.59-36.9%20/24 2021 2021%2022 2022%1.55-4.0%1.51-2.8%+1.18 13.3%0.95-19.0%0.95 12.6%0.95 0.2%1.34 32.7%0.89-33.9%12.03 76.3%8.03-33.3%4.94 35.9%4.58-7.1%2.61 17.9%2.72 4.0%1.03 4.3%0.86-16.2%0.52 26.4%0.63 20.8%0.53 19.5%0.56 5.0%0.31 29.8%0.46 50.1%2.71 42.1%1.99-26.8%1.71-22.3%1.37-20.3%0.17/0.56 223.6%0.05/0.26 378.7%0.16-0.7%0.19 18.0%2.45 45.1%2.40-1.9%2.00 17.9%2.02 0.8%0.35 32.2%0.40 15.3%0.37 49.7%0.34-6.7%0.31 6.2%0.31 1.3%0.21/1.33 524.3%1.40-79.5%0.99-29.1%0.61 16.8%0.59-3.5%+0.33 101.0%0.54 61.9%0.09 0.9%0.29 207.1%0.47-36.1%0.74 56.3%0.53 36.3%0.64 19.5%0.14/0.47 240.8%0.34 17.6%0.35 2.2%5.28-1.9%3.33-37.0%0.05/0.35 614.2%0.00/0.01/0.11 1919.3%0.37 238.2%0.37 31.1%0.31-16.5%0.30 64.5%0.31 2.1%0.31 23.4%0.26-15.7%0.22 46.7%0.23 5.1%0.12 19.0%0.14 23.0%0.13 12.3%0.13 1.4%2.66 169.1%2.51-5.4%21/24 2021 2021%2022 2022%0.74 18.5%0.74 0.1%+0.64 11.5%0.69 8.4%0.80 1.4%0.65-18.3%0.60-5.3%0.61 0.9%+0.45-16.7%0.40-11.0%0.27-80.8%0.24-11.0%0.19 23.9%0.17-11.4%0.60-0.9%0.43-28.7%1.35 2.2%0.34-74.8%0.35-31.6%0.30-14.7%0.09-71.3%0.08-10.5%0.41 21.2%0.28-32.3%0.22 17.0%0.22-3.4%0.16 9.4%0.13-17.7%0.06 61.3%0.10 79.3%0.01-96.5%0.07 547.9%2.49-1.0%2.11-15.4%1.47 7.2%1.22-17.0%0.00/0.73/0.41-0.8%0.55 32.1%0.33-13.2%0.41 23.4%0.41 85.7%0.36-12.4%0.32 166.1%0.36 12.6%0.32 24.6%0.34 6.7%2.63 84.2%1.67-36.6%1.54 38.0%1.60 3.7%0.34-11.4%0.25-27.2%0.02/0.15 836.2%0.00/0.12/0.05 190.3%0.09 73.3%2.07-6.9%1.24-40.3%0.01 97.1%0.08 543.4%0.97 25.1%0.88-9.4%0.31 48.2%0.35 12.8%0.51-4.7%0.31-38.0%0.17 1149.8%0.29 74.9%0.24-28.9%0.27 12.2%0.12-84.8%0.14 14.2%0.06-28.6%0.07 22.5%0.02 71.0%0.04 92.1%0.84 3.1%0.68-18.6%22/24 2021 2021%2022 2022%0.74-16.3%0.42-43.2%0.12 24.8%0.11-4.4%0.01 14.4%0.01-15.2%2.03 136.6%2.25 11.0%0.12 95.1%0.15 21.4%0.03/0.14 412.8%0.04 26.4%0.04-6.0%0.00/0.01 134.3%PDB 1 2 3 28 EPS P/E 2023-7-10 2022A 2023E 2024E 2022A 2023E 2024E 002675.SZ 14.00 0.38 0.49 0.61 36.8 28.6 23.0 9995.HK 33.39-1.84-0.68-0.16-18.1-49.1-208.7 688513.SH 53.13 2.05 2.20 2.80 25.9 24.2 19.0 iFind 1 2 3 PDB PDB 680 80%20%23/24 1:6 20%6 10%20%6 10%6 10%:6 5%6 5%6 5%2023 4008866338 5023 B 25 1333 26 4 1 B 25
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