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According to the news on November 16, the medical device sector rose by 2% as a whole.
Among them, Wantai Biologics rose by 10.
00%, Opcom, which rose by 7.
92%.
In addition, the share prices of Bairen Medical, Chutian Technology, Aibo Medical, Yuyue Medical, etc.
They have also risen
.
The industry believes that the medical device sector is gradually getting rid of the bottom haze, with obvious signs of reversal
.
So, does this mean that the sector has ushered in a turning point? The analysis believes that the main problem of medical equipment is the centralized procurement policy.
Under this policy, a huge price reduction can be achieved by locking in the “quantity”.
However, after the price of the winning product is greatly reduced, it will affect corporate profits in the short term, and it will also affect the medical device market.
Have a huge impact
.
Changchun Hi-tech, Dabo Medical and other listed medical device companies have all cut their stock prices
.
However, although the short-term impact of centralized procurement is great, it is more conducive to solidifying the competitive landscape.
Because this policy raises the threshold of the industry, it will force enterprises to innovate and transform and improve their competitiveness
.
In the near future, we can see that the trend of large capital blessing in the field of medical devices continues
.
For example, on October 18, Xinqing Medical announced the completion of nearly 500 million yuan in financing, led by Sequoia China, with CDH Innovation and Growth Fund and Qianji Capital as a follow-up investment; on October 18, Yingmai Medical announced the completion of several hundred million yuan Yuan financing, jointly led by SDIC China Merchants, Haisong Capital and Qianhai Fund of Funds, and many institutions including Hillhouse Capital continued to follow up; on October 29, Argus and MicroPort Medical reached a transaction of 372 million yuan According to the contract, the transaction involved 372 million yuan
.
It can be seen that the capital market is still optimistic about the medical device field
.
From the demand side, as China's medical insurance coverage increases, the population is aging, and the consumption level is upgraded, the demand for clinical use of domestic medical devices will continue to be released
.
On the policy side, in recent years, there have also been a number of policies to encourage domestic medical devices to accelerate innovation, realize import substitution, and promote the rapid development of the domestic medical device industry
.
According to the announcement issued by the State Food and Drug Administration on November 15th, in October 2021, the State Food and Drug Administration approved a total of 110 medical device products, including 79 domestic third-class medical device products and 22 imported third-class medical device products , 7 imported second-class medical equipment products, 2 Hong Kong, Macao and Taiwan medical equipment products
.
It can be seen that domestic medical device products are accelerating the pace of realizing import substitution
.
Zheshang Securities analysts pointed out that companies with independent R&D, innovation and development capabilities, continuous breakthroughs in new technologies, and catering to new needs are expected to stand out, break the monopoly of imported companies in the field of high-end equipment, complete localized substitution and embark on the international stage
.
The agency recommends paying attention to three investment ideas: one is to grasp the relatively excellent upstream and manufacturing links of the overall competitive landscape, and it is recommended to pay attention to Feipeng Biology, Novena, Teflon, Chutian Technology, Tailin Biology, etc.
; second, look for subdivisions Racetrack products are differentiated and feature companies with a relatively good competitive landscape, such as Aide Bio, Lifetech, Bairen Medical, Jianfan Bio, Nanwei Medical, Shengxiang Bio, etc.
; the third is to focus on the integrators of the future industry, Mindray medical attention is recommended, minimally invasive medical
.
Looking forward to 2022, Industrial Securities analysts believe that structural opportunities in the pharmaceutical sector are outstanding
.
Among them, in terms of medical devices, it is recommended to focus on companies with product scalability and strong commercial capabilities
.
Among them, Wantai Biologics rose by 10.
00%, Opcom, which rose by 7.
92%.
In addition, the share prices of Bairen Medical, Chutian Technology, Aibo Medical, Yuyue Medical, etc.
They have also risen
.
The industry believes that the medical device sector is gradually getting rid of the bottom haze, with obvious signs of reversal
.
So, does this mean that the sector has ushered in a turning point? The analysis believes that the main problem of medical equipment is the centralized procurement policy.
Under this policy, a huge price reduction can be achieved by locking in the “quantity”.
However, after the price of the winning product is greatly reduced, it will affect corporate profits in the short term, and it will also affect the medical device market.
Have a huge impact
.
Changchun Hi-tech, Dabo Medical and other listed medical device companies have all cut their stock prices
.
However, although the short-term impact of centralized procurement is great, it is more conducive to solidifying the competitive landscape.
Because this policy raises the threshold of the industry, it will force enterprises to innovate and transform and improve their competitiveness
.
In the near future, we can see that the trend of large capital blessing in the field of medical devices continues
.
For example, on October 18, Xinqing Medical announced the completion of nearly 500 million yuan in financing, led by Sequoia China, with CDH Innovation and Growth Fund and Qianji Capital as a follow-up investment; on October 18, Yingmai Medical announced the completion of several hundred million yuan Yuan financing, jointly led by SDIC China Merchants, Haisong Capital and Qianhai Fund of Funds, and many institutions including Hillhouse Capital continued to follow up; on October 29, Argus and MicroPort Medical reached a transaction of 372 million yuan According to the contract, the transaction involved 372 million yuan
.
It can be seen that the capital market is still optimistic about the medical device field
.
From the demand side, as China's medical insurance coverage increases, the population is aging, and the consumption level is upgraded, the demand for clinical use of domestic medical devices will continue to be released
.
On the policy side, in recent years, there have also been a number of policies to encourage domestic medical devices to accelerate innovation, realize import substitution, and promote the rapid development of the domestic medical device industry
.
According to the announcement issued by the State Food and Drug Administration on November 15th, in October 2021, the State Food and Drug Administration approved a total of 110 medical device products, including 79 domestic third-class medical device products and 22 imported third-class medical device products , 7 imported second-class medical equipment products, 2 Hong Kong, Macao and Taiwan medical equipment products
.
It can be seen that domestic medical device products are accelerating the pace of realizing import substitution
.
Zheshang Securities analysts pointed out that companies with independent R&D, innovation and development capabilities, continuous breakthroughs in new technologies, and catering to new needs are expected to stand out, break the monopoly of imported companies in the field of high-end equipment, complete localized substitution and embark on the international stage
.
The agency recommends paying attention to three investment ideas: one is to grasp the relatively excellent upstream and manufacturing links of the overall competitive landscape, and it is recommended to pay attention to Feipeng Biology, Novena, Teflon, Chutian Technology, Tailin Biology, etc.
; second, look for subdivisions Racetrack products are differentiated and feature companies with a relatively good competitive landscape, such as Aide Bio, Lifetech, Bairen Medical, Jianfan Bio, Nanwei Medical, Shengxiang Bio, etc.
; the third is to focus on the integrators of the future industry, Mindray medical attention is recommended, minimally invasive medical
.
Looking forward to 2022, Industrial Securities analysts believe that structural opportunities in the pharmaceutical sector are outstanding
.
Among them, in terms of medical devices, it is recommended to focus on companies with product scalability and strong commercial capabilities
.
