The hottest medical device import substitution spa

2022-08-11
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There is huge room for import substitution of medical devices, with an overall increase of 4.67%

yesterday, medical devices, blockbuster new drugs, anti-cancer drugs and other pharmaceutical and biological subdivisions ranked at the forefront of the growth of the great wisdom concept sector, becoming a highlight of the two cities. Among them, the performance of the medical device sector was particularly eye-catching, with an overall increase of 4.67%

in the sector, BOE a (9.58%), Jidan Biology (6.20%), Yingke medical (5.12%), Chengyitong (4.21%), Kaipu Biology (3.30%), Tiansheng Pharmaceutical (3.08%) and sannuo 5 Start of experiment: click the start button of experiment, and individual stocks such as biology (3.00%) rose by more than 3% yesterday

in this regard, some analysts said: under the background of the current overall market shock, the medical device industry has recently received widespread attention from the market due to its steady growth in overall performance and continuous industry benefits, and it is reasonable to have frequent changes

On October 8, the general office of the CPC Central Committee and the general office of the State Council jointly issued the opinions on deepening the reform of the evaluation and approval system and encouraging the innovation of drugs and medical devices. Zheshang Securities said in this regard: this document is a programmatic document with excellent resilience within the general office of the CPC Central Committee and the general office of the State Council for the reform of the drug and medical device system. It is a milestone for the innovative development of China's pharmaceutical industry and is conducive to the long-term development of leading companies in the medical device category

from the perspective of the fundamentals of the medical device industry, CITIC Securities said: the medical device industry can grow rapidly, and there is huge room for import substitution. The scale of China's medical device market has exceeded 300billion yuan, and the zeroing function is the second largest market in the world. However, China's device consumption accounts for about 17% of the overall pharmaceutical market, which is only 40% of that of developed countries. With the aging and the improvement of medical insurance payment level, it is expected that there will be at least 5% room for improvement in the share in the next five years, corresponding to the market expansion of more than 300billion yuan

under the dual background of favorable policies and clear industry prospects, many well-known enterprises such as Shanghai Electric and Midea Group have recently made cross industry layout to the medical device market. Shanghai Electric announced on September 29 that the company plans to establish Zhejiang Lianchuang Yongjun medical equity investment partnership with its own capital of 200million yuan with other investors. The scale of the medical fund is expected to be 1.6 billion yuan, and the fund is in the form of limited partnership. The fund will mainly invest in fields including but not limited to in vitro diagnosis, Radiology, medical imaging, ultrasound equipment and so on

for the aftermarket opportunities of the medical device sector, CITIC Securities also said: with the continuous release of policy dividends, it continues to be optimistic about the competitive advantages of medium and high-end domestic devices. After top-down systematic screening, it is judged that the four major sub sectors of chemiluminescence, Dr (digital X-ray machine), pacemaker and hemodialysis products are rapidly leading the road of import substitution. Relevant stocks mainly recommend Lepu medical, Antu biology and Mike biology, At the same time, it is suggested to pay attention to Wandong Medical and baolaite

in terms of performance, as of yesterday's close, a total of 15 medical device companies have disclosed their third quarter results, and 11 companies have increased their third quarter results to varying degrees, including Qianshan pharmaceutical machinery (135.27%), Guanhao Biology (63.45%), Dirui medical (50.43%), Xianju Pharmaceutical (40.09%), Yuyue medical (22.11%), Tianhua super clean (15.39%) and Tiansheng Pharmaceutical (12.08%) and other companies, whose third quarter net profit increased the most year-on-year, All above 10%. In addition, 33 medical device companies disclosed the performance forecast of the third quarter report, and the number of companies anticipating the third quarter report reached 24, including BOE a (4520.74%), Nippon instruments (520.00%), tiger medicine (110.00%), Kaikai medical (107.47%), Yingke medical (80.00%), sannuo biological (80.00%) and Jianfan biological (53.00%). In this regard, some market participants said: under the time window of intensive disclosure of the three quarterly reports, the future performance of these blue chip stocks is worth looking forward to

with the aging and the improvement of medical insurance payment level, it is expected that there will be at least 5% room for share improvement in the next five years. Corresponding to the key technologies touched by more than 300 projects, there is no literature report on the market expansion of 0 billion yuan. Under the dual background of favorable policies and clear industry prospects, many well-known enterprises have made cross industry layout to the medical device market

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