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Weekly list of medical devices: the concept stocks of medicine glass bottles rose sharply, and the market value of BOE a increased by 11.2 billion yuan, ranking the first in a row
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Weekly list of medical devices: the concept stocks of medicine glass bottles rose sharply, and the market value of BOE a increased by 11.2 billion yuan, ranking the first in a row
As of the close of this Friday (March 26), the Shanghai Composite Index rose 1.63% to 3418.33 points, the Shenzhen Composite Index rose 2.60% to 13769.68 points, and the gem index rose 3.37% to 2745.40 points. Among the 190 stocks in the medical device section, 153 were up, 32 were down and 2 were up.
According to the combing of tonghuashun Ifind, the reporter of Huaxia times found that as of the close of this week, Zhengchuan shares and Shandong Pharmaceutical glass, the top two in the share price increase list of the medical device sector, led the rise limit. There are two traditional Chinese medicine bottle manufacturers in the list. From the perspective of enterprise distribution, although the subdivided fields are relatively scattered, none of the enterprises in the fields related to centralized procurement are on the list. With the rise of similar themes, medical and American auxiliary material enterprises rank first in growth. Driven by the global vaccination work, the market demand for traditional medicine glass bottles increased significantly, so relevant stocks rose.
In terms of circulation market value, the reporter found that the market value of the top ten enterprises on the list this week increased to varying degrees. Compared with the closing of last week, the ranking of individual stocks changed greatly this week. BOE A's market value increased by 11.217 billion yuan, ranking first. In the past, the market value of elder brother Aier ophthalmology increased by 16.962 billion yuan, ranking second. In addition, the ranking of tiger medicine and Tongce medical increased by two, while the ranking of blonde technology and Jinyu medicine were interchanged.
In fact, recently, the medical device sector is in the adjustment stage as a whole, and individual stocks are greatly affected by policies. According to Xinhua news agency, on March 26, the State Council held a regular policy briefing to introduce the relevant situation of the regulations on the supervision and administration of medical devices, and issued a notice on the public solicitation of opinions on the measures for the supervision and administration of the operation of medical devices (Revised Draft for comments). Under the influence of the two policy messages, enterprises will be greatly affected, so the net capital outflow will increase.
An unnamed industry analyst said that the medical device sector fell continuously after the Spring Festival rework tide ended. So far, many stocks have fallen by more than 50%. The instability of the medical device sector will continue, and seesaw can be seen everywhere.
In terms of individual stocks, the surge in global demand for vaccine glass bottles prompted the collective rise of relevant concept stocks in the A-share market. As the "umbrella" of vaccines, pharmaceutical glass stocks are experiencing a round of speculation in the capital market. Data treasure statistics show that there are three stocks involving medicinal glass in the A-share market, namely Shandong Pharmaceutical glass, Zhengchuan shares and Qibin group. Among them, Zhengchuan shares rose by the limit on Friday, and Shandong Pharmaceutical glass and Qibin group rose continuously.
After the introduction of the new coronavirus vaccine, the supply of borosilicate glass tubes became tight. Not only does the order cycle lengthen, but also the price rises again and again. The current price is about 26000 yuan a ton, up about 15% to 20%. With the distribution of the new coronavirus vaccine, it is estimated that the world will need 2 billion medium borosilicate glass vials in the next two years. In 2021, the orders of borosilicate glass bottles received by bottle making enterprises increased significantly. Yang Jianlong, director of the Technology Department of China Medical Equipment Association, once publicly said that the sales of borosilicate glass bottles in several large domestic borosilicate glass bottle manufacturers have increased by 3 to 5 times, and some even 10 times.
This week, BOE's share price a rose by 5.32% and its market value increased by 11.217 billion yuan, ranking first, while Aier ophthalmology continued to rank second. The weekly closing price of the share capital was 6.34 yuan, up 4.97%, the daily turnover rate was 2.85%, the turnover was 5.946 billion yuan, and the net inflow of main funds throughout the day was 1.272 billion yuan. On March 26, a transaction occurred on BOE a block trading platform, with a turnover of 1.1 million shares, a transaction amount of 6.974 million yuan and a block transaction price of 6.34 yuan. Both the buyer and the seller of this transaction are institutional seats.
We media analyst Xiao Wu Quan believes that the analysis of the fundamentals, demand side, population aging and consumption upgrading of the medical industry has led to a "simultaneous rise in volume and price" in the medical equipment and service industry. The supply side, innovation driven and policy support are superimposed, and the supply side structure is continuously optimized. In the long run, in terms of medical equipment, policies guide the procurement of domestic excellent equipment, the independent control of China's high-end equipment will be realized, and domestic leading brands will accelerate the substitution of imported products. In terms of medical services, with the reform of salary system and performance appraisal system, the overall income of director level doctors in large hospitals has decreased. The high salary and flexible equity incentive policies of private medical institutions will attract professionals and open the ceiling of medium and long-term growth. After full adjustment, the medical device sector deserves continuous attention.将吸引专业人才的加盟，打开中长期增长的天花板。充分调整之后，医疗器械板块值得持续关注。
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