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On November 17, the medical device sector was still relatively active, and Huangshan capsules were up and down intraday, and they had closed 3 consecutive limit plates; Aipeng Medical closed up 14.
25%; Dirui Medical closed up 6.
68%; Yuyue Medical rose more than 7% intraday and closed up 3.
3%.
25%; Dirui Medical closed up 6.
68%; Yuyue Medical rose more than 7% intraday and closed up 3.
3%.
On the news, the rise of the medical device sector is mainly related
to the adjustment of anti-epidemic policies and the encouragement of innovation.
to the adjustment of anti-epidemic policies and the encouragement of innovation.
Industry insiders pointed out that the industry prosperity brought by the new medical infrastructure is expected to gradually penetrate in the subdivision of medical devices, and basic medical equipment, supporting consumables, medical information intelligence, and the upstream of the related industrial chain will be expected to gradually benefit
.
.
Faucet up!
The field of medical devices has entered a warm spring
According to Wind data, 53 medical device companies have been listed
on A-shares since 2020.
At the beginning of this year, as of the end of the third quarter, the share of medical device ETFs (159883) increased by 88%
year-on-year.
on A-shares since 2020.
At the beginning of this year, as of the end of the third quarter, the share of medical device ETFs (159883) increased by 88%
year-on-year.
This year, A-shares have also welcomed innovative enterprises
based on high-end medical devices, such as imaging giant United Imaging Medical and genetic testing equipment leader Huada Intelligent Manufacturing.
based on high-end medical devices, such as imaging giant United Imaging Medical and genetic testing equipment leader Huada Intelligent Manufacturing.
On August 22, United Imaging Medical officially landed on the Science and Technology Innovation Board of the Shanghai Stock Exchange, rising 65% on the day of listing, with a market value of 150 billion yuan, ranking second
in the medical device sector as of November 17.
in the medical device sector as of November 17.
In the past few decades, more than 90% of domestic high-end medical equipment has relied on imports
.
Founded in 2011, United Imaging Medical has rapidly grown into a leader in the domestic high-end medical equipment industry since 2020, and the industry market structure has ushered in a major change
.
.
Founded in 2011, United Imaging Medical has rapidly grown into a leader in the domestic high-end medical equipment industry since 2020, and the industry market structure has ushered in a major change
.
According to the data, according to the number of new units in China in 2020, United Imaging Medical MR, CT, mobile DR, PET-CT and pet-MR products ranked first in the domestic new market share, of which high-end equipment PET-CT and PET-MR products accounted for 32.
1% and 50.
0% of the new domestic market respectively, and PET-CT has even achieved the first
domestic new market share for six consecutive years.
Analysts said that United Imaging Medical is very likely to become the only domestic enterprise that can lead the global market and maintain sustained rapid growth
.
1% and 50.
0% of the new domestic market respectively, and PET-CT has even achieved the first
domestic new market share for six consecutive years.
Analysts said that United Imaging Medical is very likely to become the only domestic enterprise that can lead the global market and maintain sustained rapid growth
.
On September 9, BGI Intelligent Manufacturing officially landed on the Science and Technology Innovation Board, and the A-share market welcomed the first stock of life science core tools and a leading enterprise
in the field of domestic gene sequencing equipment.
in the field of domestic gene sequencing equipment.
Founded in 2016, BGI has formed two major segments: gene sequencer business and laboratory automation business, and has laid out products in emerging fields such as remote ultrasound robots around the all-round digital life
.
.
According to public information, BGI's main business income comes from the sales of instruments and equipment, reagent consumables and related supporting services
.
Thanks to the accumulation of years of R&D strength and the expansion of market channels, superimposed on the development dividend of the industry, the growth trend of BGI's intelligent manufacturing performance is obvious
.
From 2019 to 2021, the company's operating income was 1.
091 billion yuan, 2.
780 billion yuan and 3.
929 billion yuan, respectively, with an average annual compound growth rate of 89.
73%, growing rapidly
.
.
Thanks to the accumulation of years of R&D strength and the expansion of market channels, superimposed on the development dividend of the industry, the growth trend of BGI's intelligent manufacturing performance is obvious
.
From 2019 to 2021, the company's operating income was 1.
091 billion yuan, 2.
780 billion yuan and 3.
929 billion yuan, respectively, with an average annual compound growth rate of 89.
73%, growing rapidly
.
More and more leaders in the medical device segment have been favored by capital, such as: "the first stock of flexible endoscopy" to open medical treatment, electrophysiology leader Huitai Medical, ophthalmic device leader Aibo Medical, X-ray imaging core component solution provider Yirui Technology, etc.
, the market value ranks high
in the industry.
, the market value ranks high
in the industry.
As of today's close, the top 20 market capitalization of A-share medical device listed companies is as follows
.
.
It can be clearly felt from the above table that with the rapid development of the medical device industry, leaders in subdivided fields such as IVD (in vitro diagnostics), medical equipment, and medical consumables have stood on the stage
.
.
26.
521 billion to heat up infrastructure!
521 billion to heat up infrastructure!
The wave of medical equipment procurement is coming!
Recently, the Ministry of Finance issued a notice on the issuance of the 2022 central infrastructure investment budget in the field of health (the third batch), issuing a central infrastructure investment budget of 26.
521 billion yuan, which will be used specifically in the field of health care
.
521 billion yuan, which will be used specifically in the field of health care
.
According to the "Summary Table of Central Infrastructure Investment Performance Targets" in Annex 3, the name of the special project is: High-quality and efficient medical and health service system construction project
.
.
It will be used to: effectively promote the implementation of the 102 major projects of the 14th Five-Year Plan and the Implementation Plan for the Construction of High-quality and Efficient Medical and Health Service System in the 14th Five-Year Plan, continuously promote the construction of a healthy China, expand the achievements of public health prevention and control and treatment, strengthen the construction of centralized isolation and treatment facilities to respond to large-scale epidemics, accelerate the expansion of high-quality medical resources and balanced regional layout, comprehensively protect the health of key groups, and promote the inheritance and innovative development of traditional Chinese medicine.
Provide basic guarantee
to meet the continuous growth of people's health needs.
Provide basic guarantee
to meet the continuous growth of people's health needs.
It has been observed that the keywords mentioned in the "High-quality and Efficient Medical and Health Service System Construction Project" - healthy China, public health, epidemic prevention and control, expansion of medical resources, health of key populations, inheritance and innovation of traditional Chinese medicine, etc.
, are similar to the "14th Five-Year Plan" high-quality and efficient medical and health service system construction implementation plan released last year, the key planning and layout of public health prevention and control treatment capacity improvement project, public hospital high-quality development project, key population health service short-board project, The four major projects of promoting the inheritance and innovation of Chinese medicine are closely related
.
, are similar to the "14th Five-Year Plan" high-quality and efficient medical and health service system construction implementation plan released last year, the key planning and layout of public health prevention and control treatment capacity improvement project, public hospital high-quality development project, key population health service short-board project, The four major projects of promoting the inheritance and innovation of Chinese medicine are closely related
.
The main projects involved in the investment budget include new construction, expansion and relocation projects of provincial and municipal centers for disease control and prevention, regional medical centers, and medical institutions at all levels, capacity improvement projects and medical equipment purchase projects
.
.
Three months ago, the executive meeting of the State Council held on September 7 clearly proposed to "implement phased incentive policies for new loans for equipment purchase and renovation" for hospitals
.
.
On September 15, the National Health Commission issued a notice that it intends to use financial discount loans to upgrade and transform medical equipment
.
It is understood that in principle, relevant financial discount loans are fully liberalized to all public and non-public medical institutions, and the use of loans includes the purchase
of various medical equipment such as diagnosis and treatment, clinical examination, severe disease, rehabilitation, and scientific research transformation.
In principle, the National Health Commission does not interfere in the project declaration, and the hospital and the designated bank negotiate the loan plan
on their own.
.
It is understood that in principle, relevant financial discount loans are fully liberalized to all public and non-public medical institutions, and the use of loans includes the purchase
of various medical equipment such as diagnosis and treatment, clinical examination, severe disease, rehabilitation, and scientific research transformation.
In principle, the National Health Commission does not interfere in the project declaration, and the hospital and the designated bank negotiate the loan plan
on their own.
Analysts pointed out that the investment budget of 26.
521 billion yuan issued this time will set off a medical infrastructure fever in China! With the continuous deepening of new medical infrastructure, the new construction, expansion and equipment upgrading of hospitals at all levels, coupled with the previous financial discount loans to support the upgrading and transformation of medical equipment, will bring strong demand
for medical equipment procurement.
521 billion yuan issued this time will set off a medical infrastructure fever in China! With the continuous deepening of new medical infrastructure, the new construction, expansion and equipment upgrading of hospitals at all levels, coupled with the previous financial discount loans to support the upgrading and transformation of medical equipment, will bring strong demand
for medical equipment procurement.
With the improvement of primary medical capabilities, the sales window of high-end medical equipment is also expected to open
in the future.
in the future.
For a long time, the total amount of high-quality medical resources in China is insufficient, the regional allocation is unbalanced, the modernization of medical and health institutions, facilities and equipment, and the level of informatization are not high, and there is still a relatively large gap
between primary medical and health services and the expectations of the masses.
between primary medical and health services and the expectations of the masses.
With the improvement of living standards and the acceleration of the aging of the population, the demand for health care of Chinese residents has grown rapidly
.
The market view is that with the recent landing of good news in the field of medical equipment, China will usher in a medical infrastructure boom and set off a wave
of medical equipment procurement.
.
The market view is that with the recent landing of good news in the field of medical equipment, China will usher in a medical infrastructure boom and set off a wave
of medical equipment procurement.
26.
521 billion yuan issued! How much can the provinces share?
521 billion yuan issued! How much can the provinces share?
According to Annex 2 of the circular, a total of 34 districts received the central infrastructure investment budget
.
The central infrastructure investment budgets for each region are as follows (see the end of the article for detailed projects in each region):
.
The central infrastructure investment budgets for each region are as follows (see the end of the article for detailed projects in each region):
Among them, there are 9 regions with an amount of more than 1 billion yuan, namely Jiangxi Province, Henan Province, Hubei Province, Hebei Province, Anhui Province, Shanxi Province, Guangxi Zhuang Autonomous Region, Chongqing Municipality and Shandong Province (excluding Qingdao City).
List of key construction projects in various regions >>>>
Beijing
Tianjin City
Hebei Province
Shanxi Province
Inner Mongolia Autonomous Region
Liaoning Province (excluding Dalian)
Jilin Province
Heilongjiang Province
Shanghai
Jiangsu Province
Zhejiang Province (excluding Ningbo)
Ningbo City
Anhui Province
Fujian Province (excluding Xiamen)
Xiamen City
Jiangxi Province
Shandong Province (excluding Qingdao)
Henan Province
Hubei Province
Hunan Province
Guangdong Province (excluding Shenzhen)
Guangxi Zhuang Autonomous Region
Hainan
Chongqing City
Sichuan Province
Guizhou Province
Yunnan Province
Tibet Autonomous Region
Shaanxi Province
Gansu Province
Qinghai Province
Ningxia Hui Autonomous Region
Xinjiang Uygur Autonomous Region
Xinjiang Production and Construction Corps
