Ten departments jointly released good news, and the medical unit stood in the wind.
The plate rose, and many leading stocks rose
Today, the medical device sector showed a strong performance, Xilong Scientific Co.Ltd(002584) gained two boards, Andon Health Co.Ltd(002432) , Wanbangde Pharmaceutical Holding Group Co.Ltd(002082) , Chimin Health Management Co.Ltd(603222) , Guangdong Transtek Medical Electronics Co.Ltd(300562) , Shanghai Kindly Enterprises Development Group Co.Ltd(603987) shares rose by the limit today, and Maider Medical Industry Equipment Co.Ltd(688310) , Beijing Chieftain Control Engineering Technology Co.Ltd(300430) , Motic (Xiamen) Electric Group Co.Ltd(300341) led the increase.
Ten departments jointly released good news
In terms of news, today, the Ministry of industry and information technology, the national health and Health Commission, the national development and Reform Commission, the Ministry of science and technology, the Ministry of finance, the SASAC of the State Council, the State Administration of market supervision, the State Medical Insurance Bureau, the State Administration of traditional Chinese medicine and the State Food and Drug Administration jointly issued the development plan of medical equipment industry in the 14th five year plan.
The plan puts forward the overall goal of the development of medical equipment industry in 2025 and the long-term goal in 2035. By 2025, the level of advanced foundation and industrial chain modernization of medical equipment industry will be significantly improved, the mainstream medical equipment will basically realize effective supply, and the performance and quality level of high-end medical equipment products will be significantly improved, Initially form a comprehensive support capacity for public health and medical health needs.
During the 13th Five Year Plan period, the Ministry of industry and information technology, the National Health Commission and other relevant departments made efforts to improve the policy system, increase support, give full play to the enthusiasm of scientific research institutions, medical equipment industry and medical system, and promote the rapid development of China’s medical equipment industry. The market scale increased from 480 billion yuan in 2015 to 840 billion yuan in 2020, The compound annual growth rate was 11.8%.
The share price of 6 shares doubled during the year
Southwest Securities Co.Ltd(600369) said that with the gradual realization of the target at that time, the position of domestic device enterprises in the global industrial division and value chain will be greatly improved. It is expected that 6-8 enterprises will be among the top 50 in the global medical device industry in 2025; Southwest Securities Co.Ltd(600369) it is estimated that the threshold income of the world’s top 50 will be about 15 billion yuan in 2025, while the income consistency of China’s No. 6 Jiangsu Yuyue Medical Equipment And Supply Co.Ltd(002223) in 2021 is expected to be 7 billion yuan. Under the promotion of the plan, the leading technical level, industrial chain security, cross-border integration ability, import substitution ability and internationalization ability of domestic devices are expected to be gradually improved.
According to the statistics of securities times · databao, there are 40 medical device concept stocks in a shares. The average share price of these concept stocks has risen by 37.52% since this year, Andon Health Co.Ltd(002432) , Tofflon Science And Technology Group Co.Ltd(300171) , Iray Technology Company Limited(688301) , Truking Technology Limited(300358) , Beijing Wandong Medical Technology Co.Ltd(600055) , Shinva Medical Instrument Co.Ltd(600587) the share price has increased by more than 100% during the year; The share price of Andon Health Co.Ltd(002432) rose by 446.33%. The company is an influential supplier of personal health management products outside China, mainly engaged in the R & D, production and sales of household medical devices. With the advantages of technology, talent and brand, the annual sales volume of electronic sphygmomanometers is among the best in the world.
According to the statistics of data treasure, since this week, 19 medical device stocks have obtained the capital increase of going north, and the cumulative net inflow of the main capital of Xilong Scientific Co.Ltd(002584) , Chimin Health Management Co.Ltd(603222) , Guangdong Transtek Medical Electronics Co.Ltd(300562) has exceeded 100 million yuan.
From the perspective of performance growth, the organization predicts that the annual performance of Sonoscape Medical Corp(300633) , Aohua endoscopy, Truking Technology Limited(300358) , Shinva Medical Instrument Co.Ltd(600587) , Qingdao Haier Biomedical Co.Ltd(688139) is expected to double this year. Among them, the organization predicts that the performance of Sonoscape Medical Corp(300633) this year is expected to increase by 588.5% year-on-year. The company mastered ultrasonic technology in the early stage and is also a leading enterprise of domestic endoscope. The company has complete endoscope products, and a number of products are expected to be approved in China next year.
(data treasure)
