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The medical device sector is positive, and the 4 medical device concept stocks 's third quarterly report results are expected to increase.
A shares The three major stock indexes rebounded strongly
In the early trading of October 14th, the three major A-share stock indexes opened higher and moved higher . As of the close at noon, the Shanghai Composite Index rose 1.57%, the Shenzhen Component Index rose 2.12%, and the ChiNext Index rose 2.58%. From the perspective of the sector, 29 of the 31 Shenwan industries rose, and , pharmaceutical and biological , and commerce and retail surged, up 6.9% and 3.33%, respectively.
The rise of A shares in early trading may be related to the overnight US September CPI data boots landing, US stocks rebounded strongly. On October 13, local time, the U.S. CPI and core CPI data for September were released, recording 8.2% and 6.6% respectively, both exceeding market expectations. The research report of CITIC Securities believes that if the current round of US demand does not cool down, it is difficult for inflation to drop significantly. The current monetary policy of the Federal Reserve is difficult to change, and the probability of continuing to raise interest rates in November is extremely high. After the
data was released, the major U.S. stock indexes rebounded sharply. The S&P 500 fell more than 2% at the opening, rose 3.01% during the session, and closed up 2.6%. It also opened low and moved high, closing at 2.83% and 2.23% respectively.
The medical device sector hits the daily limit
The medical device sector hits the daily limit in the morning, Dirui Medical, Haooubo, Nanwei Medical and other 8 shares of 20cm daily limit seal, Antu Bio, , Xinhua Medical , Kangde Lai and other 7 stocks have a daily limit of 10%, Kaili Medical, Opcon Vision, Xiangsheng Medical rose more than 13%, and GEM new shares Meihao Medical listed on October 12 rose 22.36%.
Recently, there has been frequent good news in the medical device sector. The National Medical Security Administration mentioned in the letter of reply to the proposal that the "two-invoice system" for the procurement of pharmaceutical consumables by medical institutions still plays an important role, and it is not suitable to cancel the "two-invoice system" at present.
At present, centralized procurement with volume is in progress. The state organizes centralized procurement of drugs with volume to purchase a total of 294 drugs, accounting for 35% of the annual purchase amount of chemical drugs and biological drugs in public medical institutions. Local governments have also explored centralized procurement of some varieties. However, there are still a large number of varieties that have not been covered by the new centralized procurement system, and some innovative varieties and exclusive varieties with insufficient competition cannot be included in the centralized procurement. Therefore, the "two-vote system" still plays an important role.
In addition, recently, the National Health Office issued the document "Notice of the National Health and Health Commission on Carrying out Financial Discount Loans to Renovate and Renovate Medical Equipment", which implements a phased incentive policy for the purchase of equipment and new loans for the renovation of medical institutions. The central government discounts interest by 2.5 percentage points. Term 2 years. The policy is aimed at general hospitals, specialized hospitals, traditional Chinese medicine hospitals, infectious disease hospitals and private hospitals that meet the needs of the regional health plan. The use direction is mainly for the purchase of medical equipment such as diagnosis and treatment, clinical examination, critical care, rehabilitation, and scientific research transformation.
Open Source Securities Research Report believes that investment in new medical infrastructure is expected to maintain a high level for a long time. In 2022, indicators such as the domestic public medical budget, public hospital budgetary income, the number of domestic medical and health projects and total investment will be significantly improved. The central government's discounted loan once again reflects the country's emphasis on new medical infrastructure. The investment in new medical infrastructure is expected to maintain a high level throughout the "14th Five-Year Plan" period, and the industry's high prosperity is expected to continue.
4 medical device concept stocks pre-increased in the third quarter results
In terms of performance, in the medical device sector, Kaipu Bio , MGI, Microelectrophysiology-U, and Meihao Medical 4 shares have preemptively announced their third-quarter results forecast, all for pre-increment. 50% of other stocks, , which did not disclose their performance forecast, achieved year-on-year growth in the first half of the year.
Kaipu Bio 's performance forecast shows that the first three quarters are expected to achieve a net profit of 1.35 billion to 1.45 billion yuan attributable to the parent.A year-on-year increase of 108.68%-124.14%, mainly because the company's series of products are widely used in the fields of new crown pneumonia epidemic prevention and control, maternal and child health, and its third-party medical laboratories (including Hong Kong) actively participate in epidemic prevention and control. Consumables, nucleic acid extraction reagents, etc. have driven sales, and related businesses have achieved rapid development.
Since October, the number of shares of some medical device concept stocks that have been held by Beishang funds has increased. According to statistics from Securities Times ·Databao, 29 medical device stocks have increased their positions since the holiday, and Tofflon , Kailitai, and OPCOM have increased their shareholdings the most, all exceeding one million shares.
statement: All the information content of Databao does not constitute investment advice, the stock market is risky, and investment should be cautious.
editor in charge: He Yu
proofreading: Zhao Yan
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data treasure (shujubao2015): Securities Times Smart Original Innovation Media.
