Policy consecutive plus | Medical Devices leading unit | 'stand on the outlet'

Medical Network November 3 hearing yesterday, the medical equipment plate bucked the doldrums, falling in the context of most of the hot plate, becoming one of the few red-hot plates of the two cities, including Dabo Medical also achieved a contrarian limit The agency believes the policy environment favors medical device companies with strong, innovative genes.

Data show that in addition to Dabo daily limit, the other stocks also performed well, policy health care, gene, happy heart health, Kandi Li yesterday rose against the trend, rose 5.67%, respectively, 5.28%, 4.97% 4.26%. In addition, Zhaoyan New Drugs, Golden State Medical, Ji An Medical, Innovative Medical, Jian Fan biological stocks such as the market performance is not bad.

In October 2017, the General Office of the CPC Central Committee and the General Office of the State Council promulgated the "heavy policy" on deepening the reform and approval of the examination and approval system drug 36 Innovation Measures Vigorously Encouraging the Development of Independently Innovative Drug Medical Devices On October 31, the CFDA responded positively and complied with the policy development direction to form the "Amendment to the Regulations on the Supervision and Administration of Medical Devices (Draft Exposure Draft) "And publicly solicited opinions from the public. The clauses in the Regulations that are in conflict with the reform measures of" innovative opinions "were mainly amended to refine the work requirements and provide a legal basis for reform and supervision.

In recent years, in the field of innovative medical devices, our government issued many powerful policies on many occasions, focusing on improving the innovation capability and industrialization level of medical devices. We think that the core logic of the policy mainly focuses on three parts: Accelerating the Innovation of Medical Device Evaluation Review and approval; focus on the development of products with significant clinical value; breakthrough independent innovation, speed up localization. 'Tianfeng Securities analysts believe.

Bohai Securities believes that: 'The release of' opinions' in addition to the General Office of the State Council, as well as the General Office of the CPC Central Committee, shows that the central and national levels of the "opinions" and to our country medicine medical instruments The importance of industrial development.

Individual stocks, yesterday's strong daily limit stocks Bo Medical, after more than 10 years of development, the company has become the industry has a strong market influence of high-value medical supplies production enterprise , In the country more than 30 provinces and cities set up sales offices, with more than 3,000 throughout the country hospital , More than 500 dealers to establish cooperation.In addition, overseas, the company's products are exported to over 20 countries and regions, the establishment of the export market in the forefront of competitive advantage.

Policy Medical continues to expand steadily in oral health services and is accelerating the distribution of hospital outlets to the whole country. Ping An Securities believes that the company is opening up the valuation space, the oral health business is expected to enter a high growth track, and assisted reproduction will contribute to profits. The ophthalmology business Open the valuation of the layout to open up space, raised the rating from the recommendation to strongly recommend.

For the current medical equipment market environment, Bohai Securities analysts said the introduction of the policy exceeded market expectations, the pharmaceutical industry will be an important direction for the development of the industry an important direction for the development of domestic bio-innovative pharmaceutical companies, recommended Tonghua Dongbao, Fosun Pharma Watson creatures and Antitu creatures.

Tianfeng Securities analyst Yang Yehui research believes that the next 2-3 years will continue the concept of innovative medical devices, the policy environment will be conducive to a strong innovative gene of medical device companies, the company is mature in the research and development of mature products is expected to accelerate through the green channel Listed on the market through the understanding of the industry, the screening out the relevant targets include: Mike biology (genetic sequencing equipment), Wandong medical (AI remote reading), Le P medical (cardiovascular stent), open medical (intravascular ultrasound) , Antu biological (microbial mass spectrometry).