The "take medicine" market has returned? More than 200 pharmaceutical-themed funds achieved positive returns

With the liberalization of policies and the opening of a new round of medical insurance negotiations, the "taking medicine" market has returned
.
According to data from Tonglian, as of the close of January 5, among the 239 pharmaceutical and biological thematic funds in the market (calculated separately for Class A and C), 220 thematic funds have achieved positive returns
since the beginning of November 2022.
Pharmaceutical Theme Fund "Blood Return" Some pharmaceutical theme funds have performed well, such as Morgan Stanley, Huaxin Shanghai-Hong Kong-Shenzhen Select Hybrid, GF Shanghai-Hong Kong-Shenzhen Pharmaceutical Hybrid, and other 5 funds with a range return of more than
20%.
Among them, Dalmo Shanghai-Hong Kong-Shenzhen Select Hybrid C was established on November 23, 2021, and the performance comparison benchmark is the yield of CSI 300 Index ×40% + the yield of the Hang Seng Index× 40% + RMB demand deposit interest rate (after tax) ×20%.

As of December 28, 2022, the fund has returned -15.
52% since its inception, the fund has gained -15.
48% this year, 8.
29% in the past January, and -15.
52%
in the past year.
The fund's new net value rose 3.
12%
on December 28, 2022.
GF Shanghai-Hong Kong-Shenzhen Pharmaceutical Hybrid C was established on December 29, 2021, and is a hybrid-partial equity fund with a current size of 104 million
.
As of December 22, 2022, the fund has returned -10.
56% since its inception, the fund has earned -10.
57% in the past year, 10.
97% in the past January, and -10.
56%
in the past year.
The industry believes that behind the recovery of pharmaceutical fund managers' performance is the rapid rebound
of the stock price of the biopharmaceutical sector.
On January 5, the pharmaceutical sector performed strongly, and in the afternoon of the same day, the innovative drugs and CRO concept sectors rose, and as of the close of the 5th, Harbour Pharmaceutical-B rose by more than 16%, and Changchun High-tech rose by more than 6%.

In addition, in terms of net capital inflow, the medical services sector received a net inflow of 1.
120 billion yuan and biomedicine received 749 million yuan
.
It is worth mentioning that the popularity of institutional research has also rebounded significantly recently, and the number of companies surveyed in the pharmaceutical and biological industry has been large, among which many medical machinery stocks have been favored
.
According to Databao's statistics, in the past five trading days (December 29 to January 5), about 139 listed companies in Shanghai and Shenzhen have been investigated
by institutions.
A total of 69 companies in the institutional research list were surveyed by more than 20 institutions
.
Mindray Medical, a leading medical device enterprise made in China, has attracted much attention, with 425 institutions participating in the survey
.
In addition, looking back at 2022, there will be 76 listed companies with a total of more than 1,000 institutional surveys, and 6 companies with a total of more than 3,000 surveys
.
Among them, Mindray, a leading domestic medical device company, ranked first in the total number of medical institutions, with a total of 5,793 investigations, including 106 securities companies, 258 fund companies, 493 private equity companies, and many institutions
.
In several institutional surveys, Mindray said that the new hospital renovation and expansion projects brought about by the new medical infrastructure will continue to bring positive contributions.
The relevant policies for the purchase of medical equipment using subsidized loans have been implemented rapidly, and the funds for the procurement of conventional equipment by medical institutions at all levels have been strongly supported
.
According to the list of loan projects that have been reported and approved so far, it is expected that about 200 billion yuan of medical equipment loan demand will be brought nationwide, and the loan demand related to the company's products is expected to reach 20 billion yuan
.
In the secondary market, Mindray Medical's total market value in 2022 will be 383.
095 billion yuan, which is nearly 100 billion yuan lower than in 2021, but it still occupies the position
of "first brother in market capitalization" in the medical and health industry.
The stock reached an all-time high of 496.
15 yuan in 2021 and closed at 315.
97 yuan per share
on December 30, 2022.
As of the close on January 5, Mindray Medical rose 0.
53% to a closing price of 320.
15 yuan, with a total volume of 16,500 shares and a transaction amount of 4,203,500 yuan
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.