The medical device market began to repair, and the performance in the third quarter was outstanding

【Pharmaceutical Network Market Analysis】 Analysts pointed out that at present, under the encouragement of innovative medical devices, the marginal easing of centralized procurement policies, and the financial subsidy loan to support equipment renewal, the market of the medical device sector has begun to repair, of which the overall performance in the third quarter is outstanding, such as BGI Intelligent Manufacturing, Cap Biotechnology, Sinocare Biotechnology, Kaikai Medical and many other companies have achieved a year-on-year increase
in net profit attributable to the parent in the third quarter 。 BGI's net profit in the third quarter increased by nearly 4718% year-on-year According to BGI's third-quarter financial report data, in the first three quarters, the company's operating income increased by 15.
57% year-on-year to 3.
290 billion yuan, and the net profit attributable to the parent increased by 339.
85% year-on-year to 2.
022 billion yuan
.
In the third quarter, the operating income increased by 4.
63% year-on-year to 929 million yuan, and the net profit attributable to the parent increased by 4717.
83% year-on-year to 1.
678 billion yuan
.
Judging from the situation in the third quarter of 2022, BGI's various businesses have made steady progress and profitability has continued to improve
.
According to the data, BGI focuses on the fields of life science and biotechnology, providing real-time, panoramic and full-life life digital equipment and systems
for precision medicine, precision agriculture and precision health industries.
It is reported that BGI attaches great importance to product development and innovation
.
Financial report data shows that in the first three quarters of 2022, the company's R&D investment increased by 15.
07% year-on-year to 525 million yuan
.
Among them, R&D investment in the third quarter increased by 12% year-on-year to 194 million yuan, accounting for 20.
86% of
operating income.
According to the industry, high R&D investment has also built a solid moat
for the company's technological advantages.
At present, the company has formed two major sectors: gene sequencer business and laboratory automation business, and has laid out products
in emerging fields such as remote ultrasound robots.
CapBio continues the momentum of steady growth According to the third-quarter financial report data released by CapBio, in the first three quarters, the company's operating income increased by 113.
82% year-on-year to 4.
259 billion yuan, and the net profit attributable to the parent increased by 130.
04% year-on-year to 1.
488 billion yuan
.
From a quarterly point of view, CapBio achieved operating income of 1.
511 billion yuan, 1.
332 billion yuan and 1.
416 billion yuan in the first to third quarters, and net profit attributable to the parent of 500 million yuan, 479 million yuan and 510 million yuan respectively, continuing the momentum
of steady growth.
At the same time, the company's total operating income and total profit in the first three quarters have far exceeded the whole of
last year.
According to the data, CapBio is a domestic nucleic acid molecular diagnostic product and service provider, and has developed a series of nucleic acid testing products
in the fields of maternal and child health, birth defects and infectious diseases.
During the reporting period, it is precisely because the company continued to promote the integrated business model of "nucleic acid testing products + medical testing services", continued to implement the "nucleic acid 99 strategy" and "Kaipu B53 nucleic acid remote strategic service program", actively gave full play to the company's product technology and market advantages, and strengthened market expansion, the business achieved rapid development
.
The industry pointed out that CapBio pays attention to R&D and innovation, strives to build high-end scientific research laboratories for molecular diagnosis, including metagenomic platform, molecular pathology platform, tandem mass spectrometry platform, etc.
, and promotes the transformation of tumor detection technology, microfluidics, methylation and other technical achievements cooperation
。 SinonoBio's net profit increased by 84.
6% year-on-year According to the first three quarters of 2022 released by Sinocare, the company's operating income increased by 13.
23% year-on-year to 1.
981 billion yuan; The net profit attributable to shareholders of listed companies increased by 84.
6% year-on-year to 363 million yuan; The net profit attributable to shareholders of listed companies before non-recurring profits and losses increased by 59.
63% year-on-year to 297 million yuan
.
According to public information, the main products of Sinocare Biotech are micro-blood rapid blood glucose test systems including blood glucose monitors and supporting blood glucose test strips, which are mainly used for blood glucose monitoring
.
The company's "accurate, simple and economical" characteristics of Sannuo blood glucose meter has been well received
by many consumers.
Soochow Securities Research Report predicts that Sinocare CGM products are expected to be approved for listing at the end of 2022 or early 2023, with the company's product strength and the influence and channel synergy established in the field of traditional blood glucose monitoring, its CGM products are expected to increase rapidly after listing, and the domestic revenue of the company's products will reach 580 million yuan
in 2025 。 According to the 2022 third quarter report released by Open Medical, in the first three quarters, the company achieved a year-on-year increase of 33.
10% in operating income to 1.
251 billion yuan, a year-on-year increase of 76.
09% to 245 million yuan, and a year-on-year increase of 76.
09% in net profit attributable to shareholders of listed companies to 245 million yuan, and a net profit attributable to shareholders of listed companies net of non-recurring profits and losses increased by 90.
36% year-on-year to 225 million yuan
。 According to the data, in terms of ultrasound, Kai Medical is the first domestic enterprise to develop and master the core technology of color ultrasound equipment and probes; In terms of endoscopic equipment, the HD-500 and HD-550 series high-definition endoscopes independently developed by the company have been widely recognized
by clinicians.
After nearly 20 years of development, the company has become a equipment company with a revenue scale of nearly 2 billion yuan, and the company's business layout is also gradually expanding, along the ideas of "equipment + consumables", "diagnosis + treatment", "internal medicine + surgery" comprehensive layout, and will also extend
from a product-oriented company to a platform-based company in the future.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice
to anyone.