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【Pharmaceutical Network Pharmaceutical Stock Market】 On January 16, medical beauty concept stocks collectively strengthened, such as Xingkerong Pharmaceutical soared 37%, Jinfa Rabi rose to the limit, Aier Ophthalmology, Guangzheng Ophthalmology, Haohaisheng, Aimeike, Bloomage Biotechnology and a large number of other companies followed
.
Among them, Xingke Rong Pharmaceutical in the Hong Kong stock market rose 37.
29% to HK$0.
405 on January 13, and its stock price hit a new high
since August 2022.
According to the data, Xingkerong Pharmaceutical is a marketing, promotion and channel management service provider in the domestic pharmaceutical industry
.
Xingkerong Pharmaceutical has strong scarcity and competitiveness
in the domestic blood product market.
It is worth noting that in the past year, Xingkerong Pharmaceutical's great focus is to accelerate the adjustment of business layout strategy, further penetrate into the field of medical cosmetology, continue to develop new medical cosmetology products, actively expand new growth points of performance, and while accelerating innovation and R&D, it also extends the layout of medical cosmetology to downstream businesses to completely build the whole industry chain model
of medical cosmetology.
For example, in September 2021, Xingkerong Pharmaceutical announced that it will invest 88.
5 million yuan to cooperate with Noconda to develop polycaprolactone microsphere facial fillers for injection, and the company expects that the product is expected to be approved
in 2024.
In November 2022, Xingkerong Pharmaceutical and Beijing Noconda signed a private needle technology development agreement to co-develop intimate needle and intimate needle polycaprolactone filling material again, with a cost of 53 million yuan, and it is expected that the intimate needle technology development agreement will be completed
within 5 years.
On January 13, the golden rabbi rose intraday limit, and the company has been up for
three consecutive trading days.
It is reported that Jinfa Rabi recently said on the investor interactive platform that the company currently holds 36% of the equity
of Hanfei Medical Beauty.
With the deepening of the country's rectification of the medical cosmetology industry, the resources of the medical cosmetology industry will be concentrated on the dominant head enterprises, which is more conducive to the future development
of Hanfei's investment.
Rabi Jinfa also said that the company adheres to the main business and steady operation, and in the future, the company will strive to accelerate the development of the company's business based on the national policy guidance and the company's strategic planning, and judge the effectiveness and timing
of equity incentives, buybacks and other related measures according to market conditions and business development needs.
In addition, data show that on January 13, Aier Eye rose 5% intraday, as of 10:14, it was 33.
42 yuan, with a transaction of 719 million yuan and a turnover rate of 0.
38%.
Guangzheng Ophthalmology rose 5% intraday, as of 10:13, it was 7.
64 yuan, with a transaction of 63.
9572 million yuan, and a turnover rate of 1.
69%.
For the medical cosmetology sector, some institutions said that the consumption of medical cosmetology is sticky, and the demand will only be deferred and will not disappear, and it is still optimistic that the demand for medical cosmetology will rebound
after the optimization of the epidemic prevention policy in 2023.
In the long run, there is room for improvement in the penetration rate, localization rate and compliance degree of the medical cosmetology industry, and strict supervision is also beneficial to the leaders of medical aesthetic products and institutions with legal compliance
qualifications.
Some institutions said that from the demand side, light medical aesthetic projects belong to non-general anesthesia medical aesthetics, and are less affected than surgery; Moreover, the demand for medical beauty consumption suppressed by the epidemic in the early stage has not disappeared but been postponed, and it is expected that consumption will rebound
after recovery.
In the short term, medical beauty programs have special characteristics, and they need to be consumed after a period of time after recovery, and such demand is only temporarily postponed rather than disappeared
.
In the medium and long term, the medical beauty track continues to be prosperous, and continues to be optimistic about the subsequent development
of recycled materials, water light market, collagen materials and weight loss market.
Looking forward to 2023, with the gradual recovery of consumer confidence and passenger flow, superimposed on the attributes of high stickiness and high repurchase of medical beauty consumption, the pharmaceutical and institutional side is expected to usher in a Davis double-click
in performance and valuation.
The industry continues to be prosperous, and the industry integration is accelerated under the compliance of policy supervision to promote the healthy development of the industry, and the market is concentrated
in leading enterprises.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.