Medical equipment import substitution space is huge | Nuggets four subdivided areas

Yesterday, medical equipment, heavy new drugs, anti-cancer drugs and other pharmaceutical bio-sub-plate ranked the forefront of the wisdom of the concept of the forefront of the plate, becoming a major highlight of the two cities, including medical equipment plate performance is particularly eye-catching (4.20%), British medicine (5.12%), Cheng Yi Tong (4.21%), Kaipu creatures (3.30%), Tian Sheng Pharmaceutical (3.08%) and three Connaught biological (3.00%) and other stocks rose more than 3% yesterday.

In this regard, some analysts said: In the current market overall shock in the context of the medical device industry as a result of steady growth in overall performance, the industry continued good, recently by the market attention, frequent changes, but also reasonable.

October 8, the CPC Central Committee and the General Office of the State Council jointly issued "on the review of the review and approval system to encourage reform drug Medical device innovation. "Zheshang Securities said: This document is the CPC Central Committee and the State Council General Office of the medical and medical equipment system reform programmatic documents, China medicine Industrial innovation and development of a milestone, good medical instruments Leading the company's long-term development.

From the medical device industry fundamentals, CITIC Securities said: the rapid growth of medical equipment industry can be expected, import substitution space is huge.China's medical device market size has exceeded 300 billion yuan, the world's second largest market, but China's equipment consumption accounted for The overall proportion of the pharmaceutical market is about 17%, only 40% of the developed countries, with the aging and health insurance payments to enhance the level of the next five years, there are at least 5% share of space to increase, corresponding to over 300 billion market expansion.

In the policy to promote the positive, industry prospects for the bright background, the recent Shanghai Electric, the United States and many other well-known group enterprise Have to cross-industry to the medical device market layout. Shanghai Electric September 29 announcement that the company intends to own funds 200 million yuan and other investors co-sponsored the establishment of Zhejiang Lianchuang Yongjun medical equity investment partnership, the size of the medical fund is expected $ 1.6 billion in the form of a limited partnership, which will focus on areas including but not limited to in vitro diagnostics, radiotherapy, medical imaging, and ultrasound equipment.

For the medical device plate market opportunities, CITIC Securities also said: with the policy dividend continued to release, continue to favor high-end domestic equipment competitive advantage, the top-down system screening, to determine the current chemical light, DR (digital X-ray machine ), Pacemakers and hemodialysis products such as the four major segments of the field is leading the way to import alternative, the focus of the relevant stocks recommend Le Pu medical, Antu biological, Mike biological, and suggested that Wandong Medical and Po Lai Te.

Performance, as of yesterday's close, a total of 15 medical device companies disclosed three quarterly, 11 companies three quarterly results of varying degrees of growth, including Qianshan medicine (135.27%), crown Hao biological (63.45%), (15.09%), Tianyao Pharmacy (12.08%), and other companies in the three quarterly net profit rose by 10% % Of the 33 medical equipment companies disclosed three quarterly results notice, three quarterly pre-hi company number of households reached 24, of which, BOE A (4520.74%), the state instruments (520.00%), Tiger medicine (80.00%), Sannuo Biology (80.00%) and Jianfan Biology (53.00%) were expected to increase by more than 50% in the three quarterly net profit of the Company (110.00%), open medical treatment (107.47%), In this regard, there are market participants said: in the three quarterly intensive disclosure of the time window, the performance of these blue chip stocks deserved expectations.