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【Pharmaceutical Network Pharmaceutical Stock Market】Recently, the biomedical sector has changed, and many pharmaceutical stocks have performed actively and risen
strongly.
On October 21, the Hong Kong stock MicroPort Robot-B stock performed well, once breaking through 16% during the session, and closing up 12.
59% to close at HK $31.
75 per share, with a new total market value of HK $
30.
4 billion.
It is worth mentioning that the stock price of MicroPort Robot has risen by 84.
38% in the past 6 trading days, of which it set a record
of 20.
50% on October 14.
According to the data, MicroPort Robot is a subsidiary of MicroPort Medical Science Co.
, Ltd.
, which is committed to designing, developing and commercializing surgical robots to assist surgeons in completing complex surgical operations
.
On November 2, 2021, MicroPort Robot officially landed on the Hong Kong Stock Exchange
.
The domestic vascular surgical robot market where the company is located is small and in its infancy, but the market is in the ascendant
.
According to Frost & Sullivan, the global vascular surgical robot market size was $31 million in 2020 and is expected to grow to $1.
6 billion in 2026, with a compound growth rate of 92.
7%.
In China, Frost & Sullivan estimates that the market size of China's panvascular surgical robots will grow from 29 million yuan in 2022 to 1.
134 billion yuan in 2026, with a compound growth rate of 150.
7%
from 2022 to 2026.
On the news, the recent favorable policies of the medical industry are frequent, including the concentrated release of favorable policies expected by collective procurement, subsidized loans and low allocation of the pharmaceutical sector, etc.
, these signals have boosted market expectations, making the valuation of medical devices and scientific research equipment gradually ushered in a revaluation
.
Among them, the National Health Commission recently issued a notice that it intends to use financial subsidy loans to upgrade and transform medical equipment
.
The Planning Department of the Health Commission and other relevant departments are negotiating the specific details of the policy, which is expected to cover public and non-public medical institutions, and the loan amount of each hospital is not less than 20 million
.
The direction of loan use also includes the purchase
of various medical equipment such as diagnosis and treatment, clinical laboratory, critical care, rehabilitation, scientific research and transformation.
According to the reporting situation of Zhejiang, Jiangsu and Anhui provinces, about 18 billion yuan of equipment procurement needs
have been reported so far.
Many institutions believe that by analogy, hundreds of billions of demand
will emerge in the national medical equipment procurement.
For example, Guolian Securities said that the gradual landing of subsidized interest loans in the medical field is expected to bring a cumulative increase of 340 billion yuan to the market, which will promote the sales of ventilators, multi-functional ECG monitors, defibrillators, sequencers, CT, DR, color ultrasound and other equipment
.
Zheshang Securities said that as of early October, various localities have publicly disclosed that the loan amount of financial subsidized supporting equipment renovation is about 30 billion yuan, and the renewal of equipment in the hospital has accelerated, which is beneficial to medical device-related companies
.
It is recommended to pay attention to minimally invasive robots and other companies
that benefit from the demand for new medical infrastructure, strong product innovation, large market space, and continuous innovation and iteration.
In addition to minimally invasive robots, medical device concept stocks have risen sharply recently, including Huitai Medical, Dirui Medical and other stocks have risen by more than 50%
in the past 5 trading days.
It is worth mentioning that supported by favorable policies, relevant medical device companies are also full of confidence in performance growth, such as Mindray Medical said in the third quarter of this year's performance forecast: "In September, the National Health Commission introduced relevant policies on the use of subsidized loans to purchase medical equipment, and the current subsidized loan policy has been implemented rapidly, and the funds for the procurement of conventional equipment by medical institutions at all levels have been strongly supported, and we are confident of achieving the 2022 full-year performance target
.
" Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice
to anyone.