13 pharmaceutical stocks such as Aier Eye Science had a net inflow of more than 30 million yuan

On December 27, the main capital of pharmaceutical biology had a net outflow of 5.
602 billion yuan throughout the day, and there were 462 stocks belonging to the industry, 144 of which rose today, and 3 of which rose to the limit
.
According to the statistics of capital flow data, there are 133 stocks with a net inflow of funds in the industry, of which 13 have a net inflow of more than 30 million yuan
.
The net inflow of Aier Ophthalmology was 235 million yuan, the net inflow of Meinian Health was 171 million yuan, and the net inflow of Changchun High-tech was 117 million yuan
.
Aier Ophthalmology is a large ophthalmic chain medical group with outstanding high growth capabilities
.
Aier's core competitiveness includes: 1) creating a "four-level chain" business model, combined with the strategy of "one city and multiple hospitals", horizontal and vertical refinement and deep cultivation of the whole region; 2) The M&A fund model has outstanding advantages, and helps the in vitro hospital to spend about 1-5 years of incubation period through PE leverage, and after reaching certain acquisition standards (performance, quality, specifications, etc.
), it will be merged into Aier at a suitable price (generally 10-20x PE or 2-4x PS in the current year), thickening performance and accelerating expansion; 3) Multiple incentives (equity incentives, partnership plans, provincial capital hospital partner plans, etc.
) bind core doctor resources (at the end of 21, the total number of ophthalmologists and optometrists in and outside the group exceeded 9,000), and the pace of doctor introduction has accelerated significantly in recent years and the quality has improved
.
According to the information of Aier Eye Financing and Securities Lending, the net purchase of financing on December 27, 2022 was 20.
2367 million yuan, and the financing balance was 1.
231 billion yuan, an increase of 1.
67%
over the previous day.
In terms of financing, the financing bought 80.
051 million yuan on the same day, the financing repaid 59.
8142 million yuan, and the net purchase of financing was 20.
2367 million yuan
.
In terms of securities financing, 1,203,400 shares were sold and 120,400 shares were repaid, with a margin of 23,272,400 shares and a balance of 715 million yuan
.
The total balance of margin and securities lending was 1.
946 billion yuan
.
Meinian Health's main business is health examination services
.
The main service provided by the company is medical examination services
.
The company is a professional health examination and medical service group, with more than 200 medical and physical examination centers
in 29 provinces and cities across the country.
It is reported that the "Meinian Good Doctor" product focuses on "physical examination + insurance" to create multi-dimensional health management, build a medical service system covering medical services, family doctors, health management and insurance, and innovatively provide three major insurance protections
: "post-examination critical illness insurance", "review cost insurance" and "physical examination accident insurance".
On December 27, Meinian Health's stock price rose to 5.
70 yuan, up 10.
04%, with a total market value of 22.
311 billion yuan
.
The data also shows that Meinian Health was financed to buy 104 million yuan on December 27, accounting for 22.
32% of the purchase amount on that day, and the current financing balance is 1.
254 billion yuan, accounting for 5.
68% of the circulating market value, exceeding the historical 70% percentile level
.
In terms of securities financing, Meinian Health repaid 110,900 shares on December 27, and sold 1,124,500 shares on margin trading, with a selling amount of 6,409,700 yuan based on the closing price of the day, accounting for 1.
4% of the outflow amount on the day; The balance of securities lending was 64.
6094 million, exceeding the historical 90% level and at a high level
.
Changchun High-tech main business: research and development, production and sales of biopharmaceuticals and proprietary Chinese medicines, supplemented by real estate development, property management and services
.
In the first three quarters of 2022, Changchun High-tech's main revenue was 9.
646 billion yuan, a year-on-year increase of 17.
09%; net profit attributable to owners was RMB3.
465 billion, up 10.
09% year-on-year; Non-net profit was RMB3.
43 billion, up 8.
56%
year-on-year.
The data shows that Changchun High-tech was financed to buy 99.
4946 million yuan on December 27, accounting for 26.
76% of the purchase amount on that day, and the current financing balance is 2.
569 billion yuan, accounting for 3.
72% of the circulating market value, exceeding the historical 70% decile level
.
In terms of securities financing, Changchun High-tech repaid 13,500 shares on December 27, and sold 21,200 shares on margin trading, with a selling amount of 3,647,000 yuan according to the closing price of the day, accounting for 0.
94% of the outflow amount on the day; The balance of securities lending was 20.
7669 million, exceeding the historical 70% level
.
On December 27, in addition to the above enterprises, the net inflow of WuXi AppTec, Huaxia Ophthalmology, Kanglong Chemical, OPCOM, Huadong Pharmaceutical, Tongce Medical, Xintian Pharmaceutical, Kailaiying, Shapuaisi and Tigermed was 100.
402 million yuan, 46.
4737 million yuan, 44.
1654 million yuan, 44.
0186 million yuan, 40.
3602 million yuan, 39.
3338 million yuan, 38.
7769 million yuan, 36.
6502 million yuan, 34.
3326 million yuan, respectively.
33.
6475 million yuan
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.