Good health service industry stimulates 5 stocks of medical and pharmaceutical companies to increase by more than 9%

  Recently, the State Council issued several opinions on promoting the development of health service industry (hereinafter referred to as "opinions") In the opinion, it is made clear that by 2020, a health service system covering life cycle, rich connotation and reasonable structure will be basically established, and the total scale of health service industry will reach more than 8 trillion yuan   On the 14th, stimulated by the State Council's support for the good news of the health service industry, medical and pharmaceutical stocks led the two cities in the early trading By the end of the trading day, several stocks including jiankangyuan and Dongbao biology had their trading limits Five stocks including Jinling Pharmaceutical Co., Ltd and Lukang Pharmaceutical Co., Ltd rose by more than 9% After the opening of Aier Ophthalmology, the stock price touched the trading limit, but then fell back, rising 5.04% on the same day   Medical service enterprises benefit the most   As a strategic emerging industry, the scale of health service industry will usher in a rapid development stage in the next decade Some insiders predict that the industry's share of GDP is also gradually increasing, and its position in the national economy will gradually rise From the perspective of the current reform process, the medical service in the health service industry is expected to gradually open up development space   The health service industry mainly includes: medical service, health management and promotion, health care and related services, involving supporting industries such as drugs, medical devices, health products, health food, fitness products, etc   "The opinion has made it clear that the country should vigorously develop medical services, accelerate the formation of a diversified pattern of medical services, and bring benefits to relevant listed companies engaged in hospital investment and medical services," the analyst said   When it comes to medical service enterprises, the above analysts believe that medical service enterprises are the biggest beneficiaries At present, in areas not prohibited by laws and regulations, they should be open to social capital, private non-profit organizations should enjoy the same waiting experience as public institutions in the same industry, and non-public medical institutions should use water, electricity, gas and heat the same as public medical institutions Price policy, etc In the listed companies, aer Ophthalmology, whose main business is chain medical services, will benefit significantly   For Aier Ophthalmology, analysts from securities companies said that in the first half of this year, five new hospitals have been established in Aier ophthalmology In addition to the hospitals already announced, Guangzhou Aier, Hankou Aier and Enshi Aier are expected to open in the second half of this year In particular, Guangzhou Aier and Hankou Aier are large in size Among the 5 new hospitals, there are 3 first level provincial capital hospitals, 1 second level provincial capital hospital and 2 third level municipal hospitals Among them, 3 hospitals were acquired through acquisition and 3 hospitals were built by themselves   "If the content mentioned in the next opinion can be clear, then the profitability of aer ophthalmology will be significantly improved." Analysts said   Year on year growth in the third quarter   In terms of the company's performance in the first half of 2013, the company's operating revenue in the first half of 2013 was 901 million yuan, an increase of 21.35% over the same period of last year Operating profit was 140 million yuan, an increase of 19.61% over the same period of last year Net profit was 105 million yuan (after deducting Non Profits), an increase of 15.17% over the same period of last year   It is worth mentioning that after the event of self sealing of excimer surgery business, the growth rate of the company's performance fell sharply in the second half of 2012, or even showed negative growth However, in the first half of this year, the business began to recover rapidly, with a year-on-year growth of 21.10% On the one hand, the release of rigid market demand, the gradual easing of consumer fear, and the increasing volume of surgery; on the other hand, the company increased the publicity of the security of excimer business, improved the security by introducing femtosecond laser and other technologies, and also increased the price of a single operation From January to February, due to the large base of the business last year, the year-on-year growth was average, but from March to April, the growth was very fast, with a year-on-year growth of more than 30%   On the evening of October 14, aer ophthalmology announced its performance forecast for January September 2013 The company expects a net profit of about 178 million yuan to 185 million yuan, an increase of 20% - 25% year on year   According to the report, the company's net profit in the same period last year was 148 million yuan According to the announcement, the company's performance in the first three quarters improved steadily Thanks to the continuous expansion of the ophthalmic medical market, the company's business outlets continued to increase, and its operating efficiency further improved The income of excimer laser myopia correction surgery began to grow rapidly, and the net profit and income tended to grow synchronously Some of the original loss making hospitals turned losses or reduced losses   According to some analysis reports, as the largest chain ophthalmic hospital group in China, the connotation growth and extension expansion of Aier ophthalmology have been developing synchronously since this year; the performance has been in a steady growth channel In particular, investors should pay attention to the remarkable growth of its excimer business since last year's industry crisis With the rational return of the domestic public's awareness of the safety of excimer surgery, the industry as a whole recovered well, and the company's excimer business income achieved rapid growth   Analysts said that the company's business "counter attack" in the high base of the peak season indicates that the company has successfully stepped out of the shadow of the event of knife sealing and has a strong anti risk ability.