The rise of medical bones, iron man will be far away

Medical robot bones are rising With the listing of rewalk, the medical robot bone industry has ushered in a third listed company As a veteran Cyberdyne and ekso, we find that although the industry is losing money, in the rehabilitation field, the medical bone will gradually receive market attention As far as rwk is concerned, although the overall sales of the company's products are only 81 so far in 14 years, the rapid growth of the household series has given the market clear guidance At the same time, the company has rapidly opened a huge space in the Asia Pacific market through cooperation with Hechuan Electromechanical We expect the U.S medical bone market for spinal cord injury, stroke and paralysis to be about $1.4 billion, compared with at least $2.4 billion in China alone Industrial cooperation, patent barriers, and rapid expansion of fields build rewalk's competitive advantage We can see that rewalk's cooperation with Hechuan electromechanical and with Sanmina, the electronic component procurement giant, on the one hand, has built its own strong global sales network, on the other hand, it has established its own better cost advantage, and at the same time, it has made use of the patented technology of tilt gravity It only expires in 2021, and the possibility of short-term replication is low; moreover, the company has a good development and product reserve in the fields of home use assistance, medical rehabilitation and military It is believed that the company will further obtain rapid development by taking advantage of the opportunity of listing in the future Investment strategy: focus on the pharmaceutical business with the interest rate of beneficiary funds falling, and be optimistic about innovation and individual stocks of beneficiary industries On Friday night, the central bank unexpectedly cut interest rates On the weekend, wechat circle of friends was swiped by "man Cang" Almost all of the seller's strategies are pushing the high elastic sectors such as securities companies and real estate In the pharmaceutical sector, the commercial debt ratio of traditional Chinese medicine is high, benefiting from the downward trend of capital interest rate (East China medicine, national medicine, etc.), North China pharmaceutical, Taiji group, Nanjing medicine In the first three quarters of 2014, financial expenses / net profit attributable to the parent were 9.7, 9.5 and 4.9 respectively, which will also benefit greatly The bull market is coming, and medicine will benefit In 2015, we are optimistic about innovation (Hengrui medicine, xinlitai, Shangrong medical, etc.) and individual stock changes (low-cost medicine, medical services, state-owned enterprise reform, etc.) in the beneficiary industry Review of performance: this week, the pharmaceutical sector rose 1.7%, ranking 20th in performance, 0.1 percentage points lower than the market; since the beginning of 2014, the pharmaceutical sector has risen 18.9%, ranking 24th in performance, 5.3 percentage points lower than the market At present, the predicted P / E ratio of the pharmaceutical sector in 2014 is 33.1 times, and that of the key companies in the pharmaceutical sector is 27.10 times; after deducting financial services, the relative market premiums are 79% and 130% respectively Next week's general meeting of shareholders: November 24 (Monday): Lidman (acquisition of Desai diagnostic system); November 25 (Tuesday): Lepu medical (non-public issuance of shares); November 26 (Wednesday): truking Technology (acquisition of assets to raise funds); November 27 (Thursday): Da'an gene, Hanyu pharmaceutical, Qianjin pharmaceutical; November Friday, 28th: Tai'an hall, Shanghai Kaibao, Watson biology.