Compared with last week, this week (from January 10 to January 14), the overall growth of the medical device sector was 11.47%, with an inflow of 175 million yuan. Among the top 10 list of market value of A-share medical device industry, only Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Hangzhou Tigermed Consulting Co.Ltd(300347) , Lepu Medical Technology (Beijing) Co.Ltd(300003) shares rose this week, and the other six fell. In terms of circulation market value, the specific ranking performance has changed significantly compared with last week, Hangzhou Tigermed Consulting Co.Ltd(300347) , Huadong Medicine Co.Ltd(000963) ranking has been interchanged, and Guangzhou Kingmed Diagnostics Group Co.Ltd(603882) has fallen by two places. Among them, Aier Eye Hospital Group Co.Ltd(300015) market value plunged by 14.624 billion yuan, becoming the enterprise with the largest market value evaporation. The enterprise with the largest market value growth is 11.926 billion yuan of Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) .
On the news side, on January 10, the executive meeting of the State Council was held, which decided to carry out the centralized procurement of drugs and high-value medical consumables in a normalized and institutionalized manner, so as to further reduce the medical burden of patients. The meeting pointed out that by the end of last year, 260 billion yuan had been saved in medical insurance and patient expenditure, which also promoted pharmaceutical enterprises to devote more energy to product R & D and improve quality. Next, we should promote the normalization and institutionalization of centralized volume procurement, speed up the expansion, and continue to reduce pharmaceutical prices to benefit patients. Based on the past experience of centralized mining, according to the contents of the national regular meeting, orthopedic consumables, drug balloons, dental implants and other categories will become the focus of centralized mining in 2022.
In this regard, Southwest Securities Co.Ltd(600369) pharmaceutical team believes that from the perspective of policy, the end of the year and the beginning of the year are the window period for layout and valuation switching, the policy enters the closing period, and the policy interference will gradually reduce by the first quarter of next year; In terms of performance, from the quarterly reports of various enterprises, the fundamental trend of innovative devices is good, and the valuation in 2022 is reasonable.
Andon Health Co.Ltd(002432) share price hit a new high
In terms of individual stocks, on January 14, covid-19 detected that the concept stock Andon Health Co.Ltd(002432) opened and closed the limit. This week, four limits were harvested to close at 75.28 yuan / share. The share price hit a new record, with a total market value of 36.029 billion yuan, a weekly increase of 49.07%. In the past two months, Andon Health Co.Ltd(002432) share price has successively gained 27 trading limits, with an overall increase of 1114.19%.
On the same day, Andon Health Co.Ltd(002432) issued a supplementary announcement on the signing of major contracts for daily operation by the company’s U.S. subsidiaries, saying that the company disclosed the announcement on the signing of major contracts for daily operation by the company’s U.S. subsidiaries in the morning of that day. It should be noted that the U.S. government has the right to terminate the contract at any time due to its own factors. Please make careful decisions and pay attention to preventing investment risks.
The reporter learned that five hours before the announcement, shortly after the closing, the company’s management had just come forward to communicate with investors online. Liu Yi, chairman of the board of directors of Andon Health Co.Ltd(002432) will further release positive signals in the communication about the concerned order of covid-19 kit of 10.2 billion yuan in the United States. He said that the company is working overtime day and night to catch up with goods. At present, the production capacity is 200 million copies per month. Due to the sufficient supporting of raw materials and the increase of production mainly depends on the increase of workers, there is still room for improvement.
On January 12, the Shenzhen Stock Exchange issued a concern letter again, asking whether Andon Health Co.Ltd(002432) selectively disclosed some information to hype the stock price, and whether the statements in the relevant announcements were accurate and misleading. However, a letter of concern could not stop the rise of the stock price. On the morning of January 13, Andon Health Co.Ltd(002432) issued an announcement to disclose the order information of the United States. On the same day, the stock opened the trading limit, and the stock price was 68.44 yuan / share, breaking the historical high.
According to the data, Andon Health Co.Ltd(002432) is a frequent customer on the dragon and tiger list. Among the top five seats with trading amount, there are both institutions and hot money, and hot money is the main. The reporter noted that in this round of market, Andon Health Co.Ltd(002432) showed a 27 trading day limit.
According to the Research Report of Anxin securities, in December 2021, the detection volume of covid-19 in major European countries has reached 140 million, a record high, with a month on month growth rate of about 40%; The detection volume of covid-19 in the United States reached 52.38 million, close to an all-time high, with a month on month growth rate of about 30%. Because there is a strong correlation between the newly confirmed cases of covid-19 and the detection amount of covid-19, judging from the record high situation of newly confirmed cases in the world, it is expected that the detection amount of covid-19 will continue to be at an all-time high.
Aier Eye Hospital Group Co.Ltd(300015) market value evaporated by 14.624 billion yuan
In terms of market value changes, Aier Eye Hospital Group Co.Ltd(300015) market value plunged by 14.624 billion yuan, with a weekly decline of – 8.47%. Affected by the news, since the fermentation of the event reported by Aifen on January 6, its highest decline was 6.6% in four trading days. On the 11th Aier Eye Hospital Group Co.Ltd(300015) , the company continued to issue the announcement of increasing its holdings. This is the second action following the cumulative increase of 152800 shares held by Aier Eye Hospital Group Co.Ltd(300015) chief financial officer and board secretary on January 6. Under this influence, the trend of Aier Eye Hospital Group Co.Ltd(300015) rebounded on January 12, with an intraday increase of 2.43%.
On the news, on January 9, Suqian Aier Eye Hospital Group Co.Ltd(300015) Hospital of Jiangsu Province issued an announcement to publicly respond to the matter. In response to the exposure of the details of Aier Eye Hospital Group Co.Ltd(300015) three-year surgical rebate involved in the above disclosure, the article said that “the hospital has carried out rectification according to the relevant requirements of the board of directors in 2019, seriously dealt with the illegal employees, and replaced the management team. I apologize for the impact caused by this matter.”
In addition, Aier Eye Hospital Group Co.Ltd(300015) financial data also showed a downward trend. In the first three quarters of 2021, Aier Eye Hospital Group Co.Ltd(300015) achieved a revenue of 11.596 billion yuan and a net profit of 2.003 billion yuan. But in the third quarter, Aier Eye Hospital Group Co.Ltd(300015) revenue fell 3.48% to 4.248 billion yuan. However, it is worth noting that there are differences in the position strategy of the institutions: Hillhouse capital, which held 82 million shares in the second quarter, almost cleared its position Aier Eye Hospital Group Co.Ltd(300015) in the third quarter. E Fangda blue chip managed by Zhang Kun also withdrew from the previous ninth largest shareholder, and it is difficult for the top ten shareholders to find its figure.
