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[Pharmaceutical Network Pharmaceutical Stock Market] Recently, as the centralized procurement renewal policy and the results of the centralized procurement of artificial joints tend to ease, the price reduction is better than expected, and the medical device sector has begun to pick up
.
According to news on September 27, Kanglongda hit the daily limit, and many medical device concept stocks such as Opcon Vision followed suit
.
On September 27, Kanglongda opened at 16.
19 yuan.
As of 09:40, the stock rose 10.
01% to 17.
81 yuan, closing the price limit
.
The stock has risen by the limit 5 times in the past year
.
Regarding the reasons for the change of the stock, the analysis believes that the construction of the first-phase production capacity of Kanglongda (Vietnam) is in progress.
It is expected that the construction of the first-phase main workshop and ancillary supporting facilities will be completed by the end of October 2020.
Medical grade) gloves dual-mode production line construction stage, plans to achieve production and sales in mid-2021
.
OPCOM made a rapid intraday correction on September 27, falling by more than 2% within 5 minutes.
As of 10:30, it was reported at 81 yuan, with a turnover of 625 million yuan and a turnover rate of 1.
24%
.
According to the data, OPCOM Vision is a giant enterprise in the field of orthokeratology lenses in China.
At present, the main products are orthokeratology lenses (OK lenses) and their care products, which are used for vision correction and myopia control
.
With the increase in the myopia rate of children and adolescents, the market penetration rate of OK lenses will continue to increase in the future, and the market prospects are broad.
Moreover, OK lenses are not within the scope of centralized procurement, with strong consumption attributes, and the track where they are located is undoubtedly long and snowy
.
The industry believes that although the number of companies eyeing the big cake of OK mirror has gradually increased in recent years, and the competition pattern has intensified, OPCOM Vision still has obvious competitive advantages in the field of OK mirror
.
Several stocks such as Jianfan Bio, Tongce Medical, Aier Ophthalmology, Mindray Medical also rose one after another
.
Among them, Mindray Medical rose rapidly during the session, with an increase of more than 2% within 5 minutes.
As of press time, it was reported at 382.
32 yuan, with a turnover of 1.
842 billion yuan and a turnover rate of 0.
96%
.
On the news, Mindray Medical issued an announcement on September 23 that the company’s acquisition of 100% equity of HyTest Invest Oy and its subsidiaries was completed on September 22, with a transaction price of 532 million euros (including the equity price of this transaction).
, repay the target company debt, lock box interest)
.
In addition, Tongce Medical rose by 5% intraday on September 27.
As of press time, it was reported at 295.
05 yuan, with a turnover of 1.
658 billion yuan and a turnover rate of 1.
74%
.
Jianfan Bio made a quick correction in the intraday trading, with a drop of more than 2% within 5 minutes.
As of press time, it was reported at 59.
00 yuan, with a turnover of 1.
055 billion yuan and a turnover rate of 3.
51%
.
Aier Ophthalmology quickly retraced during the intraday session, falling by more than 2% within 5 minutes.
As of press time, it was reported at 54.
41 yuan, with a turnover of 2.
820 billion yuan and a turnover rate of 1.
17%
.
Sinolink Securities believes that the impact of centralized procurement should be viewed rationally.
It pointed out that the selection results of joint volume procurement show that varieties with product barriers are likely to retain reasonable profit margins, and there is no need to have an overly pessimistic understanding of volume procurement.
Looking at the impact of volume procurement on the medical device industry, we are firmly optimistic about the long-term development of some leading domestic companies in high-prosperity and characteristic segments
.
Hwabao Securities also believes that the ratio of per capita consumption of medicines and medical devices in China is only 1:0.
35, which is far lower than the global average of 1:0.
7, and there is still a lot of room for breakthroughs
.
The centralized procurement of high-value consumables forces enterprises to achieve new development through continuous product iteration and innovation.
The medical equipment industry is entering the stage of innovation and upgrading 2.
0.
Platform-based and leading enterprises with integrated innovation capabilities in single or multiple tracks are expected to benefit first.
.
.
According to news on September 27, Kanglongda hit the daily limit, and many medical device concept stocks such as Opcon Vision followed suit
.
On September 27, Kanglongda opened at 16.
19 yuan.
As of 09:40, the stock rose 10.
01% to 17.
81 yuan, closing the price limit
.
The stock has risen by the limit 5 times in the past year
.
Regarding the reasons for the change of the stock, the analysis believes that the construction of the first-phase production capacity of Kanglongda (Vietnam) is in progress.
It is expected that the construction of the first-phase main workshop and ancillary supporting facilities will be completed by the end of October 2020.
Medical grade) gloves dual-mode production line construction stage, plans to achieve production and sales in mid-2021
.
OPCOM made a rapid intraday correction on September 27, falling by more than 2% within 5 minutes.
As of 10:30, it was reported at 81 yuan, with a turnover of 625 million yuan and a turnover rate of 1.
24%
.
According to the data, OPCOM Vision is a giant enterprise in the field of orthokeratology lenses in China.
At present, the main products are orthokeratology lenses (OK lenses) and their care products, which are used for vision correction and myopia control
.
With the increase in the myopia rate of children and adolescents, the market penetration rate of OK lenses will continue to increase in the future, and the market prospects are broad.
Moreover, OK lenses are not within the scope of centralized procurement, with strong consumption attributes, and the track where they are located is undoubtedly long and snowy
.
The industry believes that although the number of companies eyeing the big cake of OK mirror has gradually increased in recent years, and the competition pattern has intensified, OPCOM Vision still has obvious competitive advantages in the field of OK mirror
.
Several stocks such as Jianfan Bio, Tongce Medical, Aier Ophthalmology, Mindray Medical also rose one after another
.
Among them, Mindray Medical rose rapidly during the session, with an increase of more than 2% within 5 minutes.
As of press time, it was reported at 382.
32 yuan, with a turnover of 1.
842 billion yuan and a turnover rate of 0.
96%
.
On the news, Mindray Medical issued an announcement on September 23 that the company’s acquisition of 100% equity of HyTest Invest Oy and its subsidiaries was completed on September 22, with a transaction price of 532 million euros (including the equity price of this transaction).
, repay the target company debt, lock box interest)
.
In addition, Tongce Medical rose by 5% intraday on September 27.
As of press time, it was reported at 295.
05 yuan, with a turnover of 1.
658 billion yuan and a turnover rate of 1.
74%
.
Jianfan Bio made a quick correction in the intraday trading, with a drop of more than 2% within 5 minutes.
As of press time, it was reported at 59.
00 yuan, with a turnover of 1.
055 billion yuan and a turnover rate of 3.
51%
.
Aier Ophthalmology quickly retraced during the intraday session, falling by more than 2% within 5 minutes.
As of press time, it was reported at 54.
41 yuan, with a turnover of 2.
820 billion yuan and a turnover rate of 1.
17%
.
Sinolink Securities believes that the impact of centralized procurement should be viewed rationally.
It pointed out that the selection results of joint volume procurement show that varieties with product barriers are likely to retain reasonable profit margins, and there is no need to have an overly pessimistic understanding of volume procurement.
Looking at the impact of volume procurement on the medical device industry, we are firmly optimistic about the long-term development of some leading domestic companies in high-prosperity and characteristic segments
.
Hwabao Securities also believes that the ratio of per capita consumption of medicines and medical devices in China is only 1:0.
35, which is far lower than the global average of 1:0.
7, and there is still a lot of room for breakthroughs
.
The centralized procurement of high-value consumables forces enterprises to achieve new development through continuous product iteration and innovation.
The medical equipment industry is entering the stage of innovation and upgrading 2.
0.
Platform-based and leading enterprises with integrated innovation capabilities in single or multiple tracks are expected to benefit first.
.
