2022 Pharmaceutical and biological sectors were financed by financing customers dumped, what happened
Pharmaceutical and biological industries this year by financing net selling 22.581 billion yuan, is the highest net selling amount of the industry, oral health care white horse suddenly dive, what is the reason? Then today I'm here to organize the knowledge of the stock fund, let's take a look together!
Multiple places to carry out oral medical service price survey
News, the evening of August 12, the Office of the National Health Insurance Bureau issued a "notice on the investigation and registration of oral implantation charges and medical service prices," a comprehensive survey of the price of dental implants to lay the groundwork for the collection and procurement.
In addition, a number of places, including Jilin Province, Hunan Province, Anhui Province, Lu'an City, Nanchang City, Jiangxi Province, etc., the Medical Insurance Bureau has issued a notice of oral implantation charges and medical service price survey registration.
Pacific Securities before the study, said the cost of dental implant surgery in the composition of the cost of core materials such as implants, abutments, and other consumables accounted for 75% of the cost of the remaining 25% of the total cost of the surgery, is the treatment fee. According to the calculation of 80% reduction in the cost of consumables after the collection and procurement, the total cost of dental implants that originally cost 10,000 yuan, after the collection and procurement of all kinds of consumables cost 7,500 yuan or reduced to 1,500 yuan, if the proportion of 25% of the treatment cost remains unchanged, the total cost is reduced to 4,000 yuan, a reduction of up to 60%. In this way, the business model of Tongze Medical, which relies mainly on high-end customers, will be impacted.
Pharmaceutical and biological plates were sold off by financiers
Under the double impact of the pharmaceutical collection and the epidemic, the pharmaceutical plate this year's market performance is relatively flat. Securities Times - data treasure statistics, pharmaceutical and biological index has fallen 20% this year, losing the same period of the Shanghai Stock Exchange Index 10 percentage points. 8 shares cumulative decline of more than 50%, including Lude medical, Noseland, ___ST Yikang, ___ST and good, Sailun biological, Staley, Inco Medical, Chengda Pharmaceuticals, and so on. Market capitalization of more than 100 billion of pharmaceutical stocks, Myriad Medical, Hengrui Medicine, Pientzehuang, Zhifei Biological so far this year are down more than 20%.
The new closing price compared with the high since 2021, the pharmaceutical stocks average retracement of 41.31%. With the protective gloves hot performance surge of Ingenics Medical, in January 2021 market capitalization once exceeded 100 billion, but from the first quarter of 2021 the company's net profit growth rate declined significantly, the company's earnings in the first quarter of this year fell to less than 100 million yuan. Compared with the highs set in 2021, Inventec Medical's stock price retreated 85.31%, the largest pharmaceutical stock retreated during the period.
From the financial side, financing customers have withdrawn from the pharmaceutical and biological sectors. Data treasure statistics, pharmaceutical and biological industry this year by financing net selling 22.581 billion yuan, is the highest net selling amount of industry, industry financing balance ranking from the first to the third.
Pharmaceutical and biological index in the April 27 plate hit a low point for the year, after a sharp adjustment in the first few months, some of the pharmaceutical stocks have rebounded significantly. Data treasure statistics, 98 shares on April 27 so far rose more than 20%. One of the leading pharmaceutical Hengrui medicine rebound reached 33.54%, Changchun High-tech cumulative rebound of 64.57%, East China pharmaceutical rebound of 42.1%. The rebound amplitude of the leading sub-division of pharmaceuticals, Tongrentang, Hualan biological, OPPKV, Yifeng Pharmacy, Coren Pharmaceuticals and so on.
Pharmaceutical stocks with improved performance ring out
IFC Securities recently pointed out that the consumer medical industry in the third quarter, the fourth quarter of the improvement of the trajectory is clear, the operation of the continuous recovery; in-hospital health care boom in the third quarter also began to gradually recover, while the health insurance collectives fee control is expected to gradually tend to be robust. Investment strategy, top-down, individual stock investment, value growth style will be more in line with the status quo of the medical sector.
The research report of Soochow Securities believes that, under the test of the epidemic, the medical service plate shows the ability to recover quickly and the long-term growth of the toughness, the head of the enterprise investment value is highlighted. With the continuous improvement of residents' consumption awareness, the medical service track has long-term investment value. Especially in the face of the medical insurance bureau to control fees and other policies to further advance, medical services as a hedge track is more worthy of investment.
From the performance data point of view, some of the pharmaceutical stocks in the second quarter performance ring improved significantly. Data treasure statistics, in accordance with the half-yearly report, fast report, forecast net profit lower limit calculation, the second quarter earnings of more than 100 million yuan of pharmaceutical stocks, 32 shares ring growth rate of more than 50%. The five stocks with the highest ringgit growth rate are Taiji Group, Huahai Pharmaceutical, Kelaiying, Kaili Medical, Boten shares, etc.. Taiji Group is expected to net profit of about 120 million yuan in the first half of the year, an increase of 56%; compared with the first quarter, the ringgit growth reached 502.52%.
In the above performance of the pharmaceutical stocks significantly improved from the ring, 5 shares of financing customers to obtain a continuous position, respectively, Colum Pharmaceuticals, new and Cheng, Dong Ajiao, Jiuzhou Pharmaceuticals, Jichuan Pharmaceuticals. Coren Pharmaceuticals was added to the longest cycle, the stock for four consecutive weeks by financing customers to increase positions, the cumulative amount of 107 million yuan.