At the end of the year, the organization focused on the pharmaceutical field, and nearly 4,000 surveys were conducted in a month

Data show that as of November 7, in the past month, the number of institutional surveys has exceeded 55,000, an increase of more than 36,000 times month-on-month; the number of listed companies surveyed has also increased by 191 month-on-month to 876
.
Among them, computer, medicine and other fields have become the focus of
institutional research.
Data show that the computer software industry has received 4,149 institutional surveys in the past one month, followed by the pharmaceutical field, which has received nearly 4,000 institutional surveys
.
Among them, Mindray Medical and medical institutions have conducted more than 300 surveys
.
For example, according to the record of investor relations activities released by Mindray on October 28, 2022, the company was surveyed by 391 institutions, including QFII, insurance companies, others, fund companies, overseas institutions, securities companies, and sunshine private equity institutions
.
In the survey, Mindray said that in the first three quarters of 2022, the company's total revenue reached 23.
296 billion yuan, a year-on-year increase of 20.
1%.

From a regional perspective, the domestic market achieved rapid growth of more than 20% in
the first three quarters.
In addition, in response to investors' questions, Mindray said that as of the end of the third quarter, the market space for new medical infrastructure in the company's system still has more than 20 billion yuan, and this part of the business opportunities is expected to mainly contribute in the next two years
。 After this wave of new renovation and expansion of thousands of hospitals, the company is still facing huge growth opportunities in the domestic market, mainly for the following two reasons: (1) The new medical infrastructure to the company's business is mainly reflected in the medical equipment led by life information and support, and the hospital will not produce any consumables procurement before it is put into use, and even the pull of the in vitro diagnostic production line is reflected in the instrument, not the reagent
。 After the construction of these thousands of hospitals is completed and put into operation, it will inevitably bring a larger number of consumables procurement demand led by surgical consumables and testing reagents, and the company's research and development is currently actively deploying surgical consumables in the field of minimally invasive surgery, and at the same time, examination equipment led by ultrasound will also increase the procurement in the process of climbing the number of patients; (2) The company as a whole is still very low in the domestic market, and chemiluminescence, minimally invasive surgery, ultrasound, coagulation and other products representing greater market capacity still have a lot of room for
improvement in China.
And import substitution is still obstructive and long, but the line is coming
.
At the same time, the company will actively deploy new business areas such as molecular diagnosis to open up space
for the company's long-term development.
In the institutional survey, Open Medical said that in the first three quarters of 2022, the company's ultrasound revenue is about 800 million, a year-on-year increase of more than 20%, soft mirror revenue is about 3.
3-340 million, a year-on-year increase of more than 60%, and hard mirror revenue is close to 40 million, a year-on-year increase of about
300%.
The company's revenue guidance for the full year 2022 remains unchanged, and hopes to achieve steady growth in the ultrasound business (about 15%) and a high growth rate in the endoscopy business (40-50%)
.
Kai Medical said that the company will focus more on internal management in the fourth quarter, including improving internal management efficiency, reducing channel inventory, improving sales quality, etc.
, laying a good foundation
for the growth of the company's business next year.
It is reported that the main business of medical treatment is independent research and development, production and sales
of medical diagnosis and treatment equipment.
The main products include medical ultrasound diagnostic equipment (mainly color Doppler ultrasound diagnostic equipment and B-type ultrasound diagnostic equipment), medical electronic endoscopic equipment and consumables, hematology analyzers, etc
.
From the current institutional survey, the pharmaceutical field is still attracting much attention
.
Guolian Fund believes that the current time is optimistic about investment opportunities
in the pharmaceutical sector.
Whether it is the certainty of the long-term growth of the pharmaceutical industry, or the policy encouragement of innovation in the incremental market, and the easing of relevant policies for centralized procurement in the stock market, it has become the upward momentum of the pharmaceutical sector
.
At the same time, the third quarterly report shows that the valuation of the pharmaceutical sector is at a low decile in the past 20 years, and the proportion of public fund holdings is low, and the layout value is prominent
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice
to anyone.