China Times (www.chinatimes. Net.. CN.) Reporter Guo Yilin Yu Na reports from Beijing
Compared with last week, the performance of medical concept stocks this week (January 4 to January 7) was first depressed and then improved. Affected by the fluctuation of epidemic situation in many places, covid-19 detection concept stocks rose against the trend.
It is worth noting that Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) fell more and rose less this week. It fell by the limit at the end of January 4, with a weekly decline of 13.87%. In addition, demon stocks Andon Health Co.Ltd(002432) suffered two limit falls this week, and then continued to rise, rising 1.92% this week and closing at 50.50 yuan this week. So far, Andon Health Co.Ltd(002432) fell for three consecutive trading days after 23 consecutive trading limits last year.
top 10 market value list shuffle
Among the top 10 list of market value of A-share medical device industry, there are mixed feelings. This week, only Boe Technology Group Co.Ltd(000725) , Huadong Medicine Co.Ltd(000963) , Shanghai Pharmaceuticals Holding Co.Ltd(601607) , Lepu Medical Technology (Beijing) Co.Ltd(300003) shares rose, and the other 6 shares fell. In terms of circulation market value, except for the increase of market value of Boe Technology Group Co.Ltd(000725) , Huadong Medicine Co.Ltd(000963) , Shanghai Pharmaceuticals Holding Co.Ltd(601607) , Lepu Medical Technology (Beijing) Co.Ltd(300003) , the market value of the other six companies has shrunk to varying degrees. The specific ranking performance changed greatly compared with last week, Boe Technology Group Co.Ltd(000725) , Aier Eye Hospital Group Co.Ltd(300015) ranked interchangeably, Huadong Medicine Co.Ltd(000963) , Hangzhou Tigermed Consulting Co.Ltd(300347) ranked interchangeably, Guangzhou Kingmed Diagnostics Group Co.Ltd(603882) , Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited(600332) ranked interchangeably, and Lepu Medical Technology (Beijing) Co.Ltd(300003) squeezed out Jiangsu Yuyue Medical Equipment And Supply Co.Ltd(002223) and ranked among the top ten again. Among them, the market value of Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) has shrunk by 64.2 billion yuan, becoming the enterprise with the most market value evaporation. The largest increase in market value was Huadong Medicine Co.Ltd(000963) , which was 5.582 billion yuan.
In terms of information, on January 4, the National Health Commission issued the notice on printing and distributing the administrative measures for information disclosure of medical and health institutions (hereinafter referred to as the "measures"), clarifying the detailed rules for information disclosure of medical and health institutions, and further transparency of service information such as medical insurance, price, charge and bidding procurement information. The measures stipulates that if the content of the information voluntarily disclosed changes, the medical and health institution shall adjust it within 20 working days from the date of formation or change of the information. Where laws, regulations and rules have other provisions on the renewal period, such provisions shall prevail. It is reported that the measures are applicable to medical and health institutions, including grass-roots medical and health institutions, hospitals and professional public health institutions, and will be implemented from February 1, 2022.
Hengyue Fund believes that in the short term, it is difficult to capture the trend market. In the medium and long term, the volatility may intensify, more from the stock game at the transaction level. The annual pass fell to, superimposed with disturbing factors such as overseas epidemic, the market risk appetite declined, and the incremental capital inflow slowed down. With the approaching of the new year, the advance layout of "spring agitation" may trigger institutional capital position adjustment. On the premise of limited external risk appetite, capital flow will further aggravate the internal differentiation of the sector. The medical device industry still has large growth space, and the policy dividend is still continuing.
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) weekly decline reached 13.87%
In terms of individual stocks, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) opened lower on January 4, fell by the limit at the end of the day, with a weekly decline of 13.87%. Industry analysts generally believe that the sharp change in the stock price may be related to the news. It is rumored that the company's performance does not meet expectations, the performance completion of many branches is less than 50%, and the company's salespeople leave in large quantities.
In response, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) Securities Department staff publicly responded that the company has not disclosed the annual report of 2021, so it is unable to disclose information related to performance. However, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) has not released any news affecting the performance trend, nor has there been any event that the performance failed to meet expectations and the salesperson resigned. The staff member also said that the resignation of salespeople is a normal phenomenon in the operation of the company, and the abnormal events that a large number of salespeople leave and have a great impact on the company have not occurred.
It is reported that Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) is mainly engaged in three businesses: life information and support, in vitro diagnosis and medical imaging. As a leader in the medical device industry, it has been highly concerned by the industry. Last October, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) released the third quarter report of 2021. The report shows that in the first three quarters of 2021, the company achieved an operating revenue of 19.391 billion yuan, an increase of 20.72% over the same period of the previous year. The net profit attributable to shareholders of listed companies was 6.662 billion yuan, an increase of 24.23% over the same period of last year.
Recently, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) has completed the equity acquisition of haipeptide biology and its subsidiaries, and has directly or indirectly held 100% equity of haipeptide biology and its subsidiaries through its wholly-owned subsidiary Mindray Netherlands. The above acquisition is the implementation of Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) internationalization strategy, extends the company's upstream industrial chain, complements the industrial weakness, helps to improve the proportion of self-made core raw materials and enables the company's in vitro diagnosis line business revenue. At the same time, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) is still building new business growth points. Animal medicine, AED, minimally invasive surgery and other technologies promote the innovative development of traditional businesses, the industrial system is constantly improved, and the leading position of the industry is expected to be strengthened.
There are different opinions on the reasons for the stock price performance of Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) in the new year. In this regard, China International Capital Corporation Limited(601995) pharmaceutical team believes that the fundamentals of the company have not changed, which is related to the fund switching between sectors. Part of the funds in the overvalued sector turned to the undervalued sector, and the excessive switching led to a large adjustment in Mindray, which has a relatively concentrated position.
From the change of market value, the enterprise with the largest increase in market value this week was Huadong Medicine Co.Ltd(000963) , which was 5.582 billion yuan, with a weekly increase of 7.94%.
On January 6 Huadong Medicine Co.Ltd(000963) , the total net inflow of northward funds was 44.2321 million, the total net inflow on January 5 was 73.3096 million, and the total net outflow on January 10 was 29.5375 million. The short-term northward capital inflow was slightly positive; The latest North position is 33963700 shares, accounting for 0.043% of the circulation.
On January 5, Huadong Medicine Co.Ltd(000963) held a special exchange meeting on industrial microbiology. Chen Bo, Secretary of the board of directors of Huadong Medicine Co.Ltd(000963) , said that the company has mastered the complete process technology for the production of nucleosides, will accelerate the industrialization of nucleoside products in the future, and the company will continue to explore a new blue sea of industrial microbiology industry.
Huadong Medicine Co.Ltd(000963) said that the company's high-end API CMO and cdmo business has made great breakthroughs. At present, the company has no terminal product planning in the field of great health & medical and American raw materials, but it does not rule out the possibility of R & D, production and sales of relevant terminal products in the future. The company's high-end API CMO and cdmo businesses have made great breakthroughs. Since its establishment, the holding subsidiary Hunda biology has seized major market opportunities, its operation has shown a rapid growth trend, and has established business relations with many well-known pharmaceutical enterprises at home and abroad, of which overseas business accounts for more than 90%. There are many long-term cooperative orders in hand, and has achieved double harvests of technological innovation and business expansion, It provides a good foundation for the sustainable and stable development of business in the future.
(source: Huaxia times)
