On January 4, the A-share medical device sector fell by 0.59%, of which Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) white horse shares of medical devices with a market value of more than 400 billion fell sharply at the opening, and the company’s share price fell by more than 10%. Driven by it, Tofflon Science And Technology Group Co.Ltd(300171) also fell by more than 10%, and Zhejiang Gongdong Medical Technology Co.Ltd(605369) fell by the limit.
the company’s performance does not meet expectations? Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) response
On the news side, it is rumored in the market today that Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) performance does not meet expectations, the performance completion of many branches is less than 50%, and a large number of sales personnel of the company leave.
In response to this, the reporter of China Securities Journal and China Securities Taurus asked the company for confirmation. The staff of the Securities Department responded that the company had not disclosed the annual report of 2021, so it was unable to disclose the situation related to performance. The company has not released any relevant information affecting the performance trend, nor has there been any event that the performance does not meet expectations and the salesperson leaves. In addition, the staff member said that the resignation of sales personnel was a normal phenomenon in the operation of the company, and no abnormal events that had a significant impact on the company had occurred.
As of September 30, 2021, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) total number of shareholders reached 78500. In view of today’s sharp drop in share prices, investors are talking about it in the stock bar.
Some investors were puzzled by the sharp drop in the company’s share price and asked one after another: “is there any bad news”, “what happened? Why did it suddenly fall so much” and “what happened”
Some investors are calm. They say in the stock bar, “in the new year, institutions begin to adjust their positions”, “it’s a good thing to smash the market at a low level. What are you nervous about? It shows that the main force begins to pay attention…” some investors even say, “add positions” and “quickly copy the bottom”.
last year, more than 3000 reception institutions were investigated
According to the data of East Money Information Co.Ltd(300059) choice, 2028 A-share companies received institutional research in 2021, an increase of 487 over the previous year.
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) is the top hot stock in institutional research. In 2021, it received 3714 institutions, becoming the only company with a total of more than 3000 institutions. Previously, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) surpassed Hangzhou Hikvision Digital Technology Co.Ltd(002415) and became the company most concerned by institutions in 2020.
In the morning of January 4, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) released the record of investor relations activities. In view of the reasons for the pressure on the growth of the company’s overseas market in the second and third quarters of 2021 and the performance expectations in the fourth quarter, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) said that due to the outbreak of covid-19 epidemic in 2020, orders for anti epidemic related products such as monitors, respirators and chemiluminescence covid-19 antibody detection reagents broke out in the second and third quarters of 2021, It will bring extremely high base pressure to the overseas market in the same period of 2021, especially the two production lines of overseas life information and support and in vitro diagnosis.
However, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) said that its conventional businesses in the international market recovered rapidly in 2021. Excluding the influence of covid-19 diagnosis and treatment products and exchange rate, its international market increased by more than 40% in the first three quarters of 2021, including in vitro diagnosis production line increased by more than 60%, medical imaging production line increased by more than 40%, and life information and support production line increased by more than 25%.
For performance expectations, the company said that the growth rate of its international market is expected to pick up in the fourth quarter of 2021. Due to the breakthrough of 700 blank high-end customers in the international market in 2020 and the breakthrough of collaborative sales of 400 blank high-end customers and 300 high-end customers in the first half of 2021, the company’s brand influence will be greatly improved and the growth of the international market will reach a new level in the future.
(China Securities Journal)
