The new industry has obtained 2 medical device registration certificates, Feipeng Biotech has joined hands with China Resources Medical Devices to build an IVD open platform ecology, Jianfan Biotech has obtained medical device registration certificates for two new products, and Weiss Medical products have obtained medical device registration certificates.
.
.
Judging from the announcements issued by major companies in November this year, the medical device industry can be said to be quite lively, and domestic medical devices are further bursting into vitality
.
Under the wave of new infrastructure, domestic medical equipment companies will take great strides! (Image source: Pharma Network)
In the secondary market, the activity of the medical device sector has also increased significantly, with the sector rising more than 18% since the low, standing out
among the entire pharmaceutical and medical sectors.
According to capital data, the net flow of medical device ETFs in the past 60 days was as high as 1.
34 billion yuan, and the net flow rate of funds was as high as 149.
71%.
On the news, the recent incentives to encourage the development of innovative medical devices, fiscal discount policies to support equipment upgrading, and moderate centralized procurement policies are catalysts, bringing about the rise of the medical device sector
.
Not long ago, the National Health Commission issued the Notice on Carrying out Financial Discount Loans to Modernize Medical Equipment, intending to use financial discount loans to upgrade and transform medical equipment
.
The central government will discount interest by 2.
5% for a period of two years; In principle, financial subsidized interest loans are open to all public and non-public medical institutions, and the loan amount of each hospital is not less than 20 million
.
The direction of loan use is clear, and it is recommended to purchase
medical equipment related to diagnosis and treatment, clinical examination, severe disease, rehabilitation, scientific research transformation and so on.
Zhongtai Securities expects that under the fiscal discount policy, hospitals may tend to use discounted interest loans to meet the procurement needs of medium and large equipment, such as high-end medical imaging and monitoring instruments, and leading domestic enterprises are expected to usher in procurement opportunities
first.
The Open Source Securities Research Report believes that the financial discount loan is expected to release hundreds of billions of medical device market demand
.
In addition, the marginal easing of the centralized procurement policy
.
In mid-October, the draft of the centralized procurement method of liver function biochemical reagents in 22 provinces in front of Jiangxi was released, and compared with the previous centralized procurement of high-value consumables, this round of centralized procurement and price reduction is more moderate
.
At the same time, the Fujian Provincial Medical Insurance Bureau issued an announcement on the centralized procurement of cardiac interventional electrophysiological medical consumables, and the price reduction rate of this centralized procurement was also relatively mild, and the pressure on enterprises may be better than market expectations
.
Judging from the third quarter report of the domestic medical device industry in 2022, enterprises are actively embracing market opportunities
.
According to CHOICE data, in the first three quarters of 2022, the 35 A-share listed companies in the Shenwan medical equipment industry achieved a total operating income of 53.
735 billion yuan, a year-on-year increase of 12.
28%; The net profit attributable to the parent was 14.
964 billion yuan, a year-on-year increase of 18.
55%.
It can be seen that the overall performance of the medical device industry has grown steadily
.
Among them, many medical device companies, including BGI Intelligent Manufacturing and Cape Biotechnology, have a very bright growth rate of net profit attributable to the parent in the first three quarters, with year-on-year increases of 4717.
83% and 538.
68%
respectively.
At the same time, the attention of capital to the medical device industry has also increased significantly, and many leading enterprises have been "stepped through the threshold" by institutional investors, such as domestic soft mirror equipment head manufacturer Aohua Endoscopy, domestic medical imaging equipment head enterprise United Imaging Medical, domestic cryogenic storage head manufacturer Haier Biotechnology and other companies have received more than
100 institutions since October.
The medical device industry is an industry closely related to life and health, with rigid demand attributes
.
At present, the overall prosperity of the industry is high, and under the wave of new infrastructure, it is expected that domestic medical devices will take great strides in the future, accelerate the process of domestic substitution, and compete with overseas products, and the overall market scale will continue to expand
.
According to iMedia consulting data, the market size of China's medical device industry is expected to reach 1,252.
9 billion yuan by 2022 and 1,841.
4 billion yuan
in 2025.
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