The diagnostic criteria for hypertension have been adjusted, and the medical equipment sector has risen significantly!

As of the close of November 15, the A-share medical equipment sector rose significantly, of which Kefu Medical rose by 14%, Meiji Medical rose by more than 12%, Yuyue Medical rose to the limit, and individual stocks such as Lexin Medical and Xinhua Medical followed suit
.
Specifically, Kefu Medical closed at 43.
39 yuan on November 15, with a turnover of 496 million, a turnover rate of 13.
51%, and a price-to-earnings (TTM) of 30.
99
.
Meiyu Medical closed at 49.
88 yuan on the 15th, with a turnover of 595 million, a turnover rate of 31.
92%, and a price-to-earnings (TTM) of 50.
56
.
Yuyue Medical closed at 38.
65 yuan on November 15, with a turnover of 2.
099 billion, a turnover rate of 5.
84%, and a price-to-earnings (TTM) of 30.
60
.
On the news, on November 13, the "Chinese Clinical Practice Guidelines for Hypertension" was officially released, and the new guidelines recommended that the diagnostic criteria for hypertension be lowered from the original "≥140/90mmHg" to "≥130/80mmHg"
.
The industry believes that after the adjustment of the diagnostic criteria, more than 200 million new patients with hypertension will be added, which is good for the medical equipment sector, especially household medical equipment
.
For hypertensive patients, routine blood pressure monitoring is required to control the stability
of blood pressure.
The new guidelines recommend that adults use standardized and validated electronic blood pressure monitors to measure blood pressure in terms of blood pressure testing, and that home-based self-measurement of blood pressure
is preferred in the evaluation of efficacy and follow-up.
The industry expects that after the reduction of the standard, the electronic blood pressure monitor market will usher in growth space
.
Electronic sphygmomanometer literally means the use of modern electronic technology for blood pressure measurement equipment, compared with the traditional mercury sphygmomanometer has the advantages of easy to use, simple operation, reduce environmental pollution, and record results can be stored for a long time, easy to access, suitable for family health care
.
In recent years, with the intensification of aging, the improvement of residents' health awareness, the increase in the popularity of electronic blood pressure monitors, the user population has been expanding, and the market scale has been expanding
.
According to the report of the Puhua Research Institute of the Chinese Research Institute, the production of electronic sphygmomanometers in China has maintained rapid growth in recent years, and has maintained an annual growth rate
of more than 25% in the past four years.
According to other data, the current domestic electronic blood pressure monitor industry market size is about 75 billion yuan, with the gradual landing of graded diagnosis and treatment, medical information policies, the market size will exceed 100 billion
。 From the perspective of the market pattern, most of the domestic electronic blood pressure monitor market is mainly occupied by foreign-funded manufacturers, but domestic head enterprises including Jiuan Medical, Yuyue Medical, Lexin Medical, etc.
have also performed strongly, and there is a rising trend, and will continue to narrow the gap with foreign-funded products under the policy dividends such as domestic substitution of medical devices, while the competition between the same industry will also intensify, so that enterprises face higher competition costs, capital pressure, and the future industry concentration will also be improved
。 In this context, the head enterprises of domestic electronic blood pressure monitors are actively deploying on the track, and improve their competitiveness
by increasing research and development and laying out overseas markets.
For example, Yuyue Medical, the head manufacturer of domestic electronic blood pressure monitors, mentioned in its 2021 annual report that the company's electronic blood pressure monitor products increased by more than 35% year-on-year during the reporting period, and the product, as the company's cornerstone business product, is still in a rapid growth stage
.
The company also said that it has invested research and development expenses in the production of a number of electronic blood pressure monitor products in the new series to increase the competitiveness
of blood pressure monitor products in online and offline overseas markets.
Jiuan Medical, which made its fortune by relying on electronic blood pressure monitors, launched the first electronic blood pressure monitor connected to mobile phones in 2011, and the company's blood pressure monitor products have obtained UK UK certification, US FDA certification and EU CE certification
.
Lexin Medical is also actively deploying electronic blood pressure monitors
.
In August this year, the company said that it had received a notification from the US FDA that its electronic blood pressure monitor passed the FDA review and obtained a 510K number
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.