Since 2022, the enthusiasm of institutional research on pharmaceutical companies is still very high
.
Data show that in the past month, the number of institutional surveys has exceeded 55,000, an increase of more than 36,000 from the previous month
.
Among them, computers, medicine and other fields have become the focus of
institutional research.
It is reported that in the field of medicine, it has been investigated by institutions nearly 4,000 times
.
Among them, Mindray Medical and Kai Medical have been surveyed by institutions more than 300 times
.
The pharmaceutical field has become the focus of institutional research, and these subdivisions have attracted attention! (Image source: Pharma Network)
Among them, the investor relations activity record form released by Mindray Medical on October 28, 2022 shows that the company was surveyed by 391 institutions on October 28, 2022, including QFII, insurance companies, others, fund companies, overseas institutions, securities companies, and sunshine private equity institutions
.
On October 26, 2022, the company was surveyed by 277 institutions, including QFII, insurance companies, others, fund companies, overseas institutions, securities companies, and sunshine private equity institutions
.
Prior to this, on October 18, it also accepted a survey of 94 institutions, including insurance companies, others, fund companies, securities companies, and sunshine private equity institutions
.
From the perspective of the subdivisions that have attracted much attention from institutions, the participation of institutions in subdivided fields such as vaccines, traditional Chinese medicine, and medical devices is relatively high
.
The industry believes that these subdivisions are optimistic because the prosperity is relatively high
.
Among them, traditional Chinese medicine is strongly supported by policies such as the 14th Five-Year Plan, and the industry generally believes that the traditional Chinese medicine industry will enter the period of cashing in policy dividends, or will usher in a big market
.
In addition, medical devices are knowledge-intensive industries closely related to human life and health, with a huge market scale, under the trend of new medical infrastructure, with the promotion of many favorable policies, the development potential is full, while accelerating the localization process, leading enterprises may be expected to embrace more opportunities
.
In fact, institutional research has always been regarded by investors as an investment "wind vane", and from the current focus of investors, many subdivisions are being optimistic
by the industry.
However, it is worth noting that the industry also proposed that from the perspective of long-term development of the industry, under the background of normalization of centralized procurement and medical insurance control fees, innovation has become the main theme
of the development of these tracks in the pharmaceutical industry, no matter which subdivision track.
As a result, the industry expects that companies with high investment in innovation in the future will receive more and more intensive research
from institutions.
It is worth mentioning that pharmaceutical equipment is an indispensable equipment
in the pharmaceutical production process.
In recent years, with the rapid development of the pharmaceutical industry, the domestic pharmaceutical equipment market is also developing
rapidly.
At present, many pharmaceutical equipment companies have also received frequent attention from institutions, such as Chutian Technology, Tailin Biotechnology, Dongfulong and so on
.
Among them, Chutian Technology released an investor relations activity record form on October 26 this year, showing that the company was surveyed by 125 institutions on October 25, 2022, and the types of institutions were QFII, insurance companies, others, fund companies, overseas institutions, securities companies, and sunshine private equity institutions
.
It is understood that Chutian Technology has released research activity information many times since mid-February, and the company obtained 2 and 5 institutional surveys on February 22 and February 23 respectively; On March 1, it was investigated by 8 institutions such as Everbright Securities and Tamsui Spring Investment.
.
.
From the perspective of the issues concerned by the institution, it mainly focuses on the future business increment of Chutian Technology, the progress of Chutian Siyote disposable products, the future planning of the bioengineering sector, and the integration measures of Chutian and ROMAKO
.
In addition, Dongfulong also received a survey
of 317 institutions from April 7 to April 13.
In the survey, institutions are more concerned about the competitive advantage of the company's medical equipment and consumables sector, as well as the direction of mergers and acquisitions
.
Industry insiders believe that institutions investigating a certain type of listed company is generally related
to factors such as performance release and industry prosperity.
From the perspective of the prosperity of the pharmaceutical equipment industry, with the rapid development of biological drugs and other industries, the demand for high-end pharmaceutical equipment industry will continue to expand; At the same time, local pharmaceutical companies are expected to receive more and more attention
from institutions in the context of continuing to increase investment in research and development and accelerating their entry into the high-end market.
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