Medical equipment sector leading stocks at a glance
The first week after the festival A shares were first suppressed and then raised, the SSE index rose 1.57% weekly to return to the 3,000-point mark, the SSE index rose 3.18%, the GEM index rose 6.35%, and the KIC 50 index rose 1.65%. Growth stocks have become a bright spot in the market. Together with the editor to see the leading stocks in the medical equipment sector! I hope it will be helpful to you!
Leader was more than 200 institutions research
Medical stocks set off a wave of rebound market, the relevant listed companies also ushered in intensive research.
Securities Times_DataBar statistics, October 10-14 period, the agency total research listed companies 55. Securities and fund company research is more extensive, respectively, involved in the research of 47, 35 companies; research party belongs to the pharmaceutical and biological, machinery and equipment, power equipment and basic chemical industry, are harvested more than 5 companies research.
Including, medical device leader Myriad Medical (300760) again received the highest attention, research institutions totaling 259. The company has released the main operating data of the third quarter, is expected to achieve revenue of 7.9 billion yuan, an increase of 20% year-on-year; net profit of 2.8 billion yuan, an increase of 20% year-on-year. Mainly benefited from the vigorous development of new domestic medical infrastructure and the global recovery of conventional business, the company's revenue and net profit to achieve stable and healthy growth. Meanwhile, Myriad said it is confident to reach its full-year performance target for FY22 with strong support from national policies and funding.
Specific performance of individual stocks, on Friday, open medical (300633) ushered in this year's first stop, September 26 since the cumulative increase of more than 54%.
In addition to the open medical, medical equipment plate on Friday, there are a number of stocks touching a halt, such as 9 days 6 board Dabo medical (002901), Huitai medical, heart pulse medical (688016), five continents of medical and so on.
From the after-hours data of a number of related stocks, the dragon tiger list of buying and selling seats appeared on the figure of lobbyists, institutions, foreign capital. Kaili medical, for example, the deep stock pass in the purchase of 12.0724 million yuan at the same time sold 45.0549 million yuan; institutional seats accumulated buy 79.3771 million yuan at the same time, the cumulative total of 118 million yuan; in addition, Citic Securities (600030) Shanghai Liyang Road business department, CICC Fortune Shenzhen Aiguo Road business department, etc. appeared in the buy seats.
CITIC: medical device valuation gradually ushered in the revaluation
What are the driving factors for this round of strong rebound in medical device stocks?
The executive meeting of the State Council held on September 7 put forward the purchase of equipment for colleges and universities, vocational colleges and training bases, hospitals, underground comprehensive pipeline corridors, new types of infrastructure, digital transformation of industry and small and medium-sized micro-enterprises, individual businessmen and other equipment purchase and renewal and reconstruction of the new loan, the implementation of the phased encouragement policy, the central government to subsidize the interest rate of 2.5 percentage points.
Open Source Securities said, medical equipment manufacturing related listed companies are expected to benefit in the short term. Focus on three major directions: can quickly realize payback, procurement in line with the direction of hospital development, high value, high revenue medium and large equipment; in line with the level of hospitals to enhance the needs of the relevant equipment to match the function of the service; the top tertiary hospitals or national regional medical centers on the demand for ultra-high-end equipment purchases. Beneficiary targets are: medium and large medical imaging equipment such as ultrasound, CT, MRI, PET-CT and other equipment manufacturers; monitors, anesthesia machines and other life information and support equipment related manufacturers; domestic endoscopy quality enterprises; laboratory research equipment manufacturers.
For the medical sector, CITIC Securities research report pointed out that by the centralized procurement of expected favorable policy focused on the release of discounted loans and pharmaceutical sector underweight and other factors, medical equipment and research equipment valuation gradually ushered in the revaluation.1) We expect the discounted loan policy will be mainly reflected in the 22Q4 medical equipment companies to improve the cash flow, 23Q1 will see incremental orders contribute. The next six months, medical equipment sector is expected to continue to benefit from the policy. 2) High-value consumables and IVD products are non-homogenized, the channel has the value of services, so a certain degree of respect for the existing pattern is the best choice after rebalancing the medical insurance, hospitals, businesses, patients. The logic of corporate competition has changed from a zero-sum game to a mild one. From the DCF point of view, single species life cycle extension, valuation is expected to return to the PEG.
International Securities (600109) said, considering the current plate position and valuation is still at the relative bottom of the history, and the plate is generally performance and policy is expected to improve the trend of the pharmaceutical stock strong rebound market is expected to be spread from medical equipment equipment plate to the whole medical plate.
For the pharmaceutical sector, the industry pointed out that the current valuation of the pharmaceutical sector is still nearly a decade low, and the proportion of institutional configuration is also at a low level. But the recent domestic policy favorable frequently, for hospital equipment update special discount loan further landing, and orthopedic spine collection results better than expected, triggering the attention of the pharmaceutical sector significantly warmed up. In addition, the U.S. will move the medicine biology out of the UVL list, showing that the overseas Chinese pharmaceutical (600056) enterprise suppression of the initial relief. In addition, WuXi KangDe (603259) and other leading stocks three quarterly report substantial increase, boosting the plate stronger.
Industry Securities (601377) said that the current pharmaceutical plate is still in the bottom of the policy, valuation bottom, the bottom of the position, with the policy end of the worrying mood easing, superimposed on the recent frequent good events catalyzed, the pharmaceutical plate has been gradually accumulated upward momentum. From the segmentation point of view, in addition to the innovative drug plate, the upstream track of life sciences in the boom upward cycle; relatively small perturbation by the policy, when the outlook for the maintenance of the consumer health care field;
Medical equipment plate leading stocks
Bai Ren medical (688198)
Beijing Bai Ren Medical Science and Technology Co. Ltd. is a leading domestic technology, focusing on animal-derived plant interventional medical device research and development and production of high-tech enterprises, the products mainly include artificial biological heart valves - bovine pericardial valve, pulmonary artery valve tube, valvuloplasty ring, cardiothoracic surgical biopatch, neurosurgical biopatch and other 12 class Ⅲ plant interventional medical device products, mainly used in heart valve replacement and repair, congenital heart disease plant interventional therapy, as well as surgical soft tissue repair. The products are mainly used in heart valve replacement and repair, congenital heart disease implantation and intervention therapy, and surgical soft tissue repair.
Golden Med (603882)
Guangzhou Golden Medical Laboratory Group Co., Ltd. is a third-party medical testing and pathology diagnostic business of high-tech service enterprises, is committed to providing medical testing and diagnostic information for medical institutions at all levels of the country to provide services in line with international standards of integration of medical testing and diagnostic information. The main services provided by the company are as follows: medical testing and diagnostic pathology, non-medical testing and detection, reagent sales, reagent production, testing information services, medical cold chain logistics.
WeWu Bio (300357)
Zhejiang WeWu Bio-technology Co., Ltd. is a high-tech enterprise in the research, development, production and sales of diagnostic and therapeutic products for allergic diseases, and is the only company in China that produces standardized under-the-tongue desensitization drugs. The company is mainly engaged in innovative drugs, with international leading level of biopharmaceutical technology, and has been approved to market products including "dust mite drops" (trade name: Changdi) and "dust mite skin prick diagnostic kit" (trade name: Changdot). "Dust mite drops are used for the desensitization treatment of allergic rhinitis and allergic asthma caused by dust mite allergy; dust mite skin prick diagnostic kit is used for prick test to assist in the diagnosis of type I allergic diseases caused by dust mite sensitization, and is a complementary in vivo diagnostic product for dust mite drops. drops, a companion in vivo diagnostic product for dust mite. As of June 30, 19, the company has 13 valid domestic invention patents, domestic utility model patents, European patents, U.S. patents and Japanese patents.
Aier Ophthalmology (300015)
Aier Ophthalmology Hospital Group Co. is an ophthalmology medical institution, and the company is mainly engaged in the diagnosis and treatment of all kinds of ophthalmological diseases, surgical services and medical optometry.
What are the leading medical device concept stocks?
Myriad Medical 300760:
Myriad Medical in the last 30 days the stock price fell 1.89%, the highest price of 333 yuan, the lowest price of 308.45 yuan. The current market capitalization is $373.42 billion and the share price is down -11% in 22 years.
Medical device concept leader, the third quarter of 21 years quarterly report shows that the Myriad Medical Corporation to achieve revenue of about 6.613 billion yuan, an increase of 20.25% year-on-year; net profit of about 2.235 billion yuan, an increase of 21.42% year-on-year; the basic earnings per share of 1.91 yuan.
Medicare's main business covers three major areas: life information and support, in vitro diagnostics, and medical imaging, and through cutting-edge technology innovation, it provides better product solutions to help the world improve medical conditions and enhance diagnostic and treatment efficiency.
Changlian 603648:
Reviewing the last 30 trading days, Changlian rose 5.37%, with a high price of $9.77 and a total volume of 162 million lots.
Medical device concept leader, Changlian Co. 3Q21 total operating income of 390 million yuan, an increase of 10.71% year-on-year; net profit of 38,320,800 yuan, an increase of 27.65% year-on-year; basic earnings per share of 0.11 yuan.
Aucoma 600336:
In the last 30 days, Aucoma's share price fell 7.05%, the highest price of $6.72, 22 years of share price fell -21.81%.
Medical equipment concept leader, Aucma 21 Q3 quarterly report shows that the company's revenue of about 2.212 billion yuan, an increase of 24.41% year-on-year; net profit of about 33.813 million yuan, an increase of 183.52% year-on-year; and the basic earnings per share of 0.05 yuan.
Medical device concept plate stocks other have:
Hainan Haiyao 000566:
April 8 closing update, Hainan Haiyao 5 days within the stock price rose 1.18%, as of 15:00, the stock at 5.09 yuan fell 6.95%.
BOE A000725:
BOE A (000725) 10 days within the share price fell 1.43%, the latest 4.2 yuan / share, up 0.24%, this year's gains fell -20.95%.
Jingfeng Pharmaceuticals 000908:
Jingfeng Pharmaceuticals opened at 4.25 yuan on April 8 and closed at 4.16 yuan, down 3.03 percent. The highest price of the day was 4.28 yuan, the lowest reached 4.1 yuan, the volume of 308,100 lots, the total market value of 3.66 billion yuan.
Heavy Pharmaceutical Holdings 000950:
April 8, heavy pharmaceutical holdings closed at 5.52 yuan, down 2.13%. 7 days the share price fell 16.3%, the total market value of 9.623 billion yuan.