According to statistics, in the past five trading days (September 27 to October 10), about 303 companies in the two cities have been investigated by institutions, of which 108 companies have been investigated by more than 20 institutions, and their industries mainly involve electronics, medicine and biology, power equipment, computers, mechanical equipment, etc
.
More than 300 companies have received institutional attention, and 28 pharmaceutical and biological companies have been intensively investigated (Image source: Pharma.
com)
In the pharmaceutical and biological industry, a total of 28 companies have been surveyed by more than 20 institutions, and the opening of medical treatment has attracted much attention, and as many as 227 institutions have participated in the research; Navitas, followed by Navitas, which was surveyed by 222 institutions; In addition, SMOC has also been investigated by 200 institutions, and the number of institutions has reached 206
.
Pharmaceutical stocks surveyed by more than 200 institutions, the main concerns of the institutions include the company's future development, performance goals and planning, the company's competitive advantage, talent and other issues
.
In addition, the impact of the new policy on related companies has also attracted much attention
from institutions.
For example, Open Medical was asked in an institutional survey about the impact
of the recently announced subsidized loan policy on the medical device industry and companies.
In this regard, the company said that the policy encourages medical institutions to use loans to purchase medical equipment, supplement or update existing medical equipment, will bring incremental orders to the medical device industry, forming obvious benefits, the company will actively track the procurement needs of medical institutions around the world, seize market opportunities
.
The introduction of the subsidized loan policy will promote the development of the industry to a certain extent, but the degree of impact on the industry and related enterprises is still difficult to judge, and the procurement needs of medical institutions at various regions and levels and the company's market coverage are different, and the final contribution to the company's performance is still subject
to the actual landing orders.
Some securities firms believe that the loan discount to support the purchase policy of medical equipment is another important support for the new domestic medical infrastructure, which is expected to stimulate the vitality of hospital procurement and accelerate the domestic substitution of medical equipment, and relevant head domestic enterprises are worth paying attention to
.
In the past five trading days (September 27 to October 10), the relevant head enterprises that have been surveyed by institutions have not only opened medical treatment, but also Aohua endoscopy
.
Aohua Endoscopy replied to the idea of the company's product research and development, the company's research and development strategy is innovation and differentiation, the current functional configuration of domestic soft mirrors and Japanese companies are not much gap, performance (durability, reliability, fatigue resistance, etc.
) There are still some gaps, the company's underlying logic is the improvement
of the total score of product strength.
At the same time, the company will combine the needs of Chinese clinicians to develop innovative products, such as the company's soft mirror robot
.
From the perspective of market performance, among the pharmaceutical and biological stocks surveyed by institutions, 18 have risen in the past 5 days, and the top gainers are Aohua Endoscopy, Open Medical, etc.
, with increases of 22.
56% and 20.
19% respectively; There were 10 declines, and the top decliners were Navitas Technology, Medici, etc.
, with declines of 7.
06% and 6.
89%.
Up to now, among the pharmaceutical and biological stocks clustered by institutions, only China Resources 391 have announced the performance reports for the first three quarters of 2022, and from the perspective of the type of performance report, the performance is gratifying
.
According to the performance report for the first three quarters of 2022 released by China Resources Sanjiu on the evening of October 10, during the reporting period, the company achieved operating income of about 12.
111 billion yuan, an increase of 7.
53% over the same period last year; the net profit attributable to shareholders of listed companies was about 1.
952 billion yuan, an increase of 11.
17% over the same period last year; Basic earnings per share were 1.
99 yuan, an increase of 11.
17%
over the same period last year.
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