Research activities are an important source for investors to explore the information of listed companies, and are one of
the windows to gain insight into the main capital trends of the market.
In 2022, the enthusiasm of institutional research was high, and 72 A-share companies received more than 1,000 institutional receptions
throughout the year.
Among them, the field of pharmaceutical biology has become one of
the hot research targets in 2022.
Since 2022, the total number of Mindray medical reception institutions has reached 5,373, becoming a company
with a total number of institutional receptions exceeding 5,000 times per year.
Institutional investors' research activities on Mindray are mainly focused on the disclosure of
financial reports.
As a medical device company, Mindray has always been the focus
of attention of the institution due to the impact of centralized procurement and performance growth targets.
For example, Mindray said in a recent survey that hard mirrors will begin to make significant breakthroughs
in developing regions such as Latin America, the Middle East, and Southeast Asia in 2022.
The company believes that the minimally invasive surgery business will gradually grow into an important source
of driving the Group's growth in the future.
The IVD production line achieved an increase of more than 25% in the first three quarters of 2022, of which the growth rate of overseas markets exceeded 40%.
In addition, the company broke through a large private medical group in Mexico in 2022, achieving a total of hundreds of monitors, anesthesia machines, and ultrasound installations, while more light bed towers, IVDs, and ultrasound business opportunities are still to be recognized, and the revenue is expected to exceed 10 million US dollars
in 2022.
Mindray said that in December 2022, the company also launched another important segment of minimally invasive surgery - energy platform and ultrasound.
In order to better help clinical control costs, the company introduced EVS enhanced coagulation algorithm, which can accurately output energy according to the state of blood vessels clamped by the knife head, so that the coagulation of blood vessels is firmer, thereby saving the use of ligation clips, and creating an energy platform that can connect ultrasound, bipolar and unipolar electric knife at the same time, which greatly reduces the cost
of energy equipment.
In the future, the minimally invasive surgery business will gradually grow into an important source
of driving force for the Group's growth.
According to the data, Mindray exceeded 270 blank customers in high-end hospitals and 350 horizontal customers in the first three quarters of 2022 in the life information and support production line
.
In the first three quarters of 2022, the in vitro diagnostic production line broke through 230 blank customers in key hospitals/laboratories and 80 horizontal customers, including 52 chain laboratories
.
In the first three quarters of 2022, the medical imaging production line exceeded 140 blank customers in high-end hospitals and 90 horizontal customers
.
It is reported that in the medical device sector in 2022, popular research stocks will be frequent
.
In addition to Mindray Medical, many companies have also received more than 1,000 institutions, such as Kai Medical and Aohua endoscopy reception institutions, which are close to 2,000 times, and Haitai Xinguang's reception volume has exceeded 1,800 times
.
Among them, the business of opening medical treatment is mainly divided into two categories
: color ultrasound and endoscope and microscopic treatment equipment.
According to a recent institutional survey, the company expects the rigid mirror business to maintain a high proportion of growth
in 2023.
Ultrasound and endoscopic products perform well in tertiary hospitals
.
Data show that in the first three quarters of 2022, Kai Medical achieved operating income of 1.
251 billion yuan, a year-on-year increase of 33.
10%; The net profit attributable to shareholders of the listed company was 245 million yuan, a year-on-year increase of 76.
09%.
It is reported that in the research and development of ultrasound, Kai Medical has entered the high-end professional department ultrasound from general ultrasound, and the company's ultrasound in obstetrics and gynecology has received good feedback
.
In terms of endoscopic research and development, Kai Medical has successively launched 2K and 4K white light hard mirrors in recent years, from the clinical performance point of view, the company's white light hard mirror has strong competitiveness in the industry, and the company's hard mirror business has achieved a year-on-year growth
of about 300% in the first three quarters of 2022.
In November this year, the company's 4K fluorescent hard mirror was certified, which further enhanced the company's product strength
in the field of hard mirror.
Aohua Endoscopy is one of the earliest enterprises engaged in the R&D and manufacturing of flexible electronic endoscopes in China; Mainly engaged in the research, production and sales of electronic endoscopic equipment and endoscopic diagnosis and treatment surgical consumables, the products have been used in gastroenterology, respiratory, otolaryngology, gynecology, emergency department and other clinical departments
.
Data show that in 2021, its medical device revenue was 347 million yuan, accounting for 100%
of revenue.
Haitai Xinguang is mainly engaged in the research and development, manufacturing, sales and service of medical optical imaging equipment, committed to the innovative application of optical technology and digital image technology, and provides high-quality and pioneering products and services
for clinical medicine, precision optics and other fields.
The company's main products are divided into high-definition fluorescent endoscopic instruments, high-definition white endoscopic instruments, endoscopic instrument accessories, endoscopic instrument maintenance, etc
.
Looking back on 2022, the pharmaceutical and biological industry has attracted a lot of institutional attention, with nearly 60% of companies receiving surveys
.
Among them, more than 80 companies in the two major sub-industries of chemical pharmaceuticals and medical devices received surveys
.
From the perspective of industry distribution, the industry preference of institutional investors has continued to be stable
.
Among the primary industries in Shenwan, companies in the pharmaceutical, biological, electronic and mechanical equipment industries were favored, with 282, 270 and 263 companies in the sector welcoming institutional research
respectively.
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