The number of lung CT examinations has surged, and related concept stocks have attracted the attention of the industry

Recently, the topic of "surge in demand for lung CT examination in many hospitals" has been on the hot search, and it is reported that the number of hospital lung CT examinations has recently surged, and some hospitals even said that the number of people who have recently come to the hospital for lung CT has reached 6 times
the usual.
Affected by this situation, many companies engaged in medical imaging business have also attracted the attention
of investors.
It is understood that CT equipment belongs to the X-ray equipment in the radiation equipment, at present, the proportion of localization in China is constantly increasing, of which the domestic rate of CT scanners in 64 rows and below has increased significantly, and related concept stocks include United Imaging Medical, Neusoft Medical, Anke, Mingfeng, etc
.
Among them, United Imaging Medical is a domestic head enterprise, with products covering many medical imaging equipment segments, and the company has launched as many as 16 industry-leading and domestic first-class products
.
In the domestic market, the company has a large technical advantage in the MR segment, and in addition to 1.
5TMR, below 64 rows CT, PET/CT, PET/MR, mobile DR also occupies an important domestic market share
.
According to United Imaging Medical insiders told the media, the growth in demand for first-line CT equipment procurement since the end of 2022 is expected to have a positive impact
on the business in the first quarter.
However, the acceptance cycle of large-scale medical equipment is long, and it still takes a process
to convert the surge in CT equipment orders into business revenue.
It is reported that in order to reduce the pressure on major hospitals, United Imaging Medical is also accelerating the promotion of Tianyan CT into community hospitals
.
The so-called Tianyan CT is an AI fully intelligent navigation system, with an environment perception system, can dynamically track mobile patients, without the need for a technician to enter the scanning room for accurate positioning, the intelligent device can automatically identify the patient's body parts, automatically complete the positioning, scanning and other processes, greatly improve scanning efficiency, reduce the risk of
cross-infection.
As of the close on January 13, 2023, United Imaging Medical closed at 174.
00 yuan, up 2.
64%, with a price-to-earnings (TTM) of 92.
80 and a total market value of 143.
4 billion
.
Wandong Medical told the media that the company's recent CT orders have some changes
.
Because primary medical institutions such as community hospitals are equipped with CT, the company must have relevant orders
for selling CT.
As of the close on January 13, 2023, Wandong Medical closed at 20.
21 yuan, up 2.
64%, with a price-to-earnings (TTM) of 85.
59 and a total market value of 14.
209 billion
.
Some analysts pointed out that in the short term, affected by the surge in demand for CT examination, it may bring an increase
in orders to related companies.
In the long run, with the aging of the population, the continuous upgrading of consumption, the enhancement of residents' awareness of health, and the acceleration of the pace of import substitution of domestic medical images, the industry is expected to achieve rapid development
.
Kaiyuan Securities believes that in recent years, the domestic economy has developed rapidly, the problem of population aging has worsened, and people's health awareness has also been continuously improved
.
Benefiting from the policy dividends of "encouraging the purchase of domestic medical equipment" and "encouraging graded diagnosis and treatment, and promoting the sinking of medical resources", domestic large-scale medical imaging equipment manufacturers have developed rapidly
.
Among them, in the field of CT, the independent innovation of high-end CT is accelerating, and the sinking market brought by graded diagnosis and treatment is the growth point
of the industry.
It is reported that CT, as a standard for upgrading basic medical capabilities, has become one of the
necessary configurations for primary medical institutions such as community hospitals and county-level hospitals.
However, at present, there is still a shortage of medical resources in primary medical institutions, and in this context, favorable policies have been released, including United Imaging Medical and other related enterprises are accelerating the layout of primary medical institutions to help the construction of
national graded diagnosis and treatment.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.